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.
Count open service deals by stage for the weekly sales review.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Log client problem reports and alert the team to urgent issues.
Your team can review problem reports in a shared sheet and spot urgent cases or logging failures in chat.
Flag client support requests and overdue follow-ups from chat.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
Send a due follow-up about the IT help a prospect requested.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Hand a client's unresolved support chat to a teammate for a decision.
Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.
Alert the security team to advisories on watched client products.
Get vulnerability alerts in your security channel when vendor advisories mention products or CVEs on the watch list you set.
Summarize client support requests and open questions for the team.
Keep your team current with an email summarizer that posts morning and evening inbox digests, including requests and deadlines.
Send next-step emails to prospects discussing IT services.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Track first-email delivery for prospective service clients.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Acknowledge client IT requests with a ticket link or flag missing tickets.
Your customers get a reply with their ticket link after a confirmed match. Your support team hears about requests that need attention.
Remove reassigned staff from client support channels.
Your roster shows which channel removals worked and which memberships still need attention after a departure or role change.
Answer support teams from shared runbooks and name the source files.
Your teammates get answers in the same chat conversation, with document names they can check for themselves.