Love at First Dial

Erin Sumpmann
Product Marketing Manager

The wait is over - our RingCentral integration is finally here!

As a sales leader, we know you’re always looking for ways to increase team productivity. As a part of a fast moving team, you need your most vital day-to-day tools to all be in one, easy to access spot. Toggling between your CRM and VoIP system wastes precious moments you could be selling...and those minutes add up!

If you have an active RingCentral Office account, you can now make and receive phone calls directly in the ProsperWorks app. With click-to-dial functionality you will save time on mis-dialing, improve data quality, and increase the accuracy of your team activity reports. And best of all? Each call (and corresponding notes) can be quick-logged in ProsperWorks!

How else can you benefit?

Know which activities need follow-up
If you leave a voicemail on the call, you can log the outcome of the call with your notes. When you know what happened on a call, you know exactly what needs to be done to follow-up.  

No more toggling between apps
Save time by not having to toggle through different systems. You make and receive calls straight out of ProsperWorks, meaning there is no need to install a desk app - you can talk directly through the browser! When making or taking a call, the contact information pops up right in front of you.

make-call-half

Never lose call notes on a call
You can also take notes while you’re on a call, and they’ll be saved to your activity log with the click of a button. This ensures that all necessary data is captured, and stays in one place! Notes you are taking on the call will remain open until you save them, and the notes will be saved directly to your activity feed.

Taking Notes

Access better data
With data being quick-saved into the system, you’ll guarantee that accurate data is entered into ProsperWorks. With consistent reporting throughout the funnel, you’ll get better insight into the activities that are helping your conversion rates.

Activities Report RingCentral

This feature is available with the ProsperWorks Business Plan - if you're not on that plan, reach out to sales@prosperworks.com to upgrade today! For more on how to set up RingCentral integration read our Knowledge Base.

To enable the RingCentral integration now, please contact your admin. If you are the admin on your account, login and visit the integrations page.

We hope this is yet another reason you fall in love with ProsperWorks. Happy dialing!

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