234 results found
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Suggest calls to a deal
Sometimes people dial in, use a different name / email, etc when joining a meeting. Currently deal linking is tied to those contacts on opportunities.
If it could also suggest calls to link to a deal based upon title, similar participants, topics discussed, embedding scores.
Have these show up faded out in the calls, with a quick action to add or remove these from the deal. (If Calls in Deals get searches it would be awesome for these to be included). Potentially notify / ask the call host, deal owner, and / or specific users to be able to confirm…
2 votes -
Easier Navigation to Access Coaching Information
Goal is for a Supervisor to be able to see their managers' coaching capabilities. For example, to be able to select a range of dates and click to be able to see feedback and coaching themes without having to drill too deeply.
7 votes -
Ability to create a folder with specified/assigned user visibility
Ability to create a folder within RingSense and allow or assign specified users or teams access (i.e. folder for just managers to review.) Currently limited to share privately or completely public or individually to specific users.
7 votes -
Show percentage of calls per agent on trackers tab heatmap
Instead of a number of calls per agent, per tracker, it would be helpful to have a percentage of calls per rep/tracker.
7 votesThanks again for the suggestion! I’m pleased to let you know that we’ve added this feature.
RingSense tracker heatmap, now expands to a rich full screen chart which provides various filtering capabilities as well as the ability to select the data point -- percentage of interactions or absolute values. Please check out this video for more details on accessing the feature.
https://www.loom.com/share/27e2de0fd72c4ee396ba7ecfb0339bff?sid=32317b83-2431-4e35-b043-4b21ae06e928
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SMS as a Channel/Integration
Ability to integrate with RingCentral MVP SMS/MMS and RingCx SMS/MMS. Would like to be able to match SMS interactions to deals and track concepts/contexts and keywords like we can with calls.
7 votes -
My review list, configured to find a call per team member instead of just 10 generic calls.
I have a team of people with calls to review and I would like the system to give me 2 calls per agent per week to review, not just 10 calls which could all be with the same person.
1 vote -
Clean up and shorten the document formatting of the downloadable transcription in RingSense
Some customers are using RingSense to capture call transcriptions of calls. The RingSense transcript download file (PDF) is formatted beautifully, however it is very inefficient from a document space management standpoint. with calls between 60 and 90 minutes, call transcript downloads are close to 50-60 pages in the PDF.
4 votes -
Add an icon to easily copy and paste the call transcript
Add an icon, similar to the copy-and-paste layout for call summary, to easily copy-and-paste the call transcript.
6 votes -
Ability to drill down to detailed reporting into speaking metrics
Similar to the tracker "jump to" icon, a user should be able to click on a speaking metric and be taken to a Speaking Metrics tab on the call that displays periods in the call.
6 votesThank you for your feedback! We’re happy to share that this feature is planned and will be available to your account by the end of this quarter.
We appreciate your patience and continued support as we work to bring this enhancement to you soon.
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Import lead calls missing from integration with RS4S
Add Lead Calls to data import section of Zoho for RS4S integration.
2 votes -
Integration with MS Teams
Request to have integration between RingSense and MS Teams (ability to import recordings into RingSense for Sales). This could open up a huge SAM since we have a lot of customers using the Embedded App.
4 votes -
Quick Edit Calls
Now that we have the ability to create or update the deal link on the individual call it would be fantastic if we could be able to quickly edit call names or link to deals from call lists. Save us many clicks to get into the call for each update.
I find a lot of the time I am spending searching looking for calls post sales and want to tie everything together to get those powerful insights. If I put together a good search that I can see several calls I'd like to be able to quickly link them to…
2 votes -
Ability to add only a portion of a call to a Library folder.
Many times, there is a small portion of a meeting that is an excellent example of how to sell the product. Rather than having to save an entire recording, it would be helpful to highlight just the portion that you want others to review. It would save a lot of time for people to review the key portion.
5 votes -
Federate RingSense Accounts
Many requests come in to have a combination of RingSense for RingCX and RingSense for Sales on the same RCO platform.
3 votes -
Highlight Calls
Highlight the calls the you have open or that you have reviewed in the Team or All Calls page.
5 votes -
Actionable Insights - Did you know this about your team?
It would bring a lot of value to update the manager about the summary of Sales criteria that members of the team have. Ex: 70% of your team close the meeting well but 15% of your team has no action plan/next steps agreed on after the end of the meeting. This could give a lot of insight from the manager to the CRO level to define what the next soft skills training should be.
5 votes -
Actionable Insights - Did you know this about your business?
Customers are looking for macro trends that can help them improve their sales. Ex: Callers asking about home generators have increased by 40% in the past week in California. Ex: 60% of your sales team failed to mention your new RingCentral Events product to customers.
5 votes -
AI feedback should adapt with the role of the speaker & the type of meeting
Many times, there are others in the meeting other than just Sales People. For example, there may be PreSales individuals in the meeting. The feedback from AI needs to take into account the type of engagement (Corporate intro/first touch, PoC, Discovery, Demo, Architecture, Legal, Negotiation, Security, Closing). Example: a SE will demo and will have a different level of interaction (more a push interaction than a conversation). There are similar qualities between sales and SE but there are some differences (technical skills, longer pitch from the SE point of view)I would love the AI to flag the fact that the…
5 votes -
AI recommendations survey
When a manager provides coaching (or it is done via AI), would like the ability for both manager and individual to vote on the coaching given.
5 votes -
Preserve previous page position when clicking into call details
On the calls tab, when selecting the call details for a specific call and then moving back, the platform should preserve the location/page/filters, etc. that the user was previously on. Currently it saves applied filters but reverts the user to the top of the first page of calls.
5 votes
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