Please look into an integration with Acumatica ERP. It was built for connectivity with APIs and easy integrations. Since it has native CRM and Case management, this would be a big plus for RingCentral.
Select Whom to schedule a meeting before meeting details will populate
Using the RingCentral scheduler Add in, it always auto populate the meeting details in the body and the default "schedule for" is assigned to the same extension where email is connected. It would be a great idea, just like the old RCM app, to sele...
Salesforce integration call pop up screen to appear even when salesforce is minimised.
If a call comes through on salesforce but you are not working from that screen maybe you have another tab open you can not see that there is a call coming through. Therefore to add a pop up screen for all calls.
Many Financial Advisors use your service as a compliant approved product. WealthBox is gaining in market share for CRM's with leading Financial planners. A direct interation would make adoption and retention with Ring Central much stronger.