Zoho CRM - Ring Central Integration
Learn how to set up automatic call logging with call recordings in the next 20 minutes.
Imagine having a seamless connection between your CRM (and/or customer service software) and your phone system.
Imagine being able to click a phone number and not only have it auto log the time and date of the call (and who called), but attach a recording of the call with the matching record in your system. It's pretty cool sh*t.
Not only will it auto log the call, you can also add notes while on the call and create a new task or event for future follow-up.
Integrating the two is a tremendous time saver and allows you to stay on top of your previous conversations and maintain efficiency for future conversations to drive more business.
Enroll in this course and start getting more done today.
David is the founder and president of the Edkins Group, a company focused on helping small businesses get more done through the smart leverage of technology.
Over the past several years David has helped over one hundred small businesses across the country synthesize their business model onto the Salesforce and Zoho cloud platforms. His success stemmed from keeping the approach to the technology as simple as possible. As he would say: "Remove the noise."
David started working at Hewlett-Packard in finance straight out of high school. He had been part of a local school program called Regional Occupation Program - and this internship impressed management enough to offer him a position. From there he moved into their consulting division. Within the consulting division he succeeded in many different roles: from managing finances of large telecom projects to being part of a four person global team commissioned to set up localized engagement with third party contractors to selling intangible services to CTOs and CIOs of Fortune 500 companies.
After twelve years he wanted a change, so he left HP to sell commercial real estate. During his time in commercial real estate, he created an online marketplace to post and reply to wants and needs of investors, property managers and brokers across the country. This hobby eventually encompassed over ten thousand subscribers with some paying between $29 and $1,000 per month for different levels of access.
The real estate market shifted and David then started a managed IT company offering small businesses a flat rate service to make sure their servers, computers and networks ran smoothly. After realizing the future would be in cloud platforms and less about keeping your own server, he sold his company to a competitor and started to focus on helping small companies shift to leveraging cloud technologies.
David is more of a salesman than a technical person, so as you watch the videos, even though he knows these systems inside out, he approaches it from a simple users perspective with the goal to help you not feel overwhelmed if you're starting from no experience with these kinds of platforms.
StartWhat is Ring Central?
StartRing Central / Zoho CRM Quick Overview
StartGet Ring Central for Free
StartSetting Up User Settings in Ring Central
StartTurn on Call Recording in Ring Central
StartConnect to Zoho CRM (7:49)
StartAutomatic Call Logging in Zoho CRM (4:19)