179 results found
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Rotating through Filtered calls
Filtering calls by host and participant > Once you have one open, be able to click next or back to stay within those calls rather than having to refilter them.
Generic report with all interactions within that filter.
1 vote -
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 -
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 votes -
Filter by Call Queue/Voice Queue/Skill Number
Ability to filter calls by Call Queue (MVP) and Skills/Voice Queue
6 votes -
RingSense: Add the ability to share the comments and feedback when externally sharing a call.
When sharing calls outside of RingSense, the information is limited to the call/video recording, summary, and transcript of the call. Would like the added functionality to share the comments and feedback from the call.
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 -
Assign Scorecards based on Team/Individual
Currently when filling out scorecards, you can only apply all the scorecards to all the calls, then scroll through which ones you do/don't want to grade. Ideally, being able to create a scorecard and assign it (just like you would a role in the admin portal) to a team/individual would make it smoother and a better experience for managers.
7 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.
6 votes -
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 -
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.
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 votes -
Transcripts Copy and Paste Friendly
Transcripts should be available in real-time. And be available for copy and pasting into CRM notes.
4 votes -
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
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