AI-Agents for Sales in Financial Services working with RingCentral
RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
Send due personal lead follow-ups in the original email thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 toolsPrepare replies to prospect introductions for the owner's review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsSend due prospect follow-ups and flag conversations needing a rep.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
19 toolsAdd new ad leads to the team's list and flag contacts needing review.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
36 toolsShow which leads need personal follow-up or send review.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
34 tools
