Telephony integration with your CRM is a critical element of running your business. Many customers over the years have asked about the ability to integrate their phone system with GoldMine and in most cases it involved the purchase of a GoldMine Add-on. First Direct Corp. has been selling, supporting and using RingCentral for many years and I thought it might be helpful to demonstrate some of the things I have been able to do as far as “integrating” my GoldMine with my RingCentral phone system/account.
In this video demonstration, I demonstrate several different ways of “dialing” my RingCentral phone from my GoldMine CRM and the potential of adding additional functionality such as Completing a Call, etc. If you have questions about RingCentral or dialing the phone from GoldMine, please give us a call at (845) 221-3800.