Your team works in Salesforce. Your calls don't.
A rep sits down with Salesforce open and the prospect's number on screen. They copy it, open the phone app, dial, talk, hang up, switch back, create an activity, type notes, update the opportunity stage. And when they're busy, none of that happens — so the record stays incomplete and the forecast gets shaky. RingOffice closes the gap by putting the phone inside Salesforce.
Explore RingConnect →Time lost to manual CRM updates
High-velocity teams making dozens of calls a day lose the most to copy-paste and retyping.
Inbound calls answered blind
No context on who's calling or why — every call starts from scratch.
Incomplete Salesforce timeline
Calls go unlogged when reps are busy, so pipeline data becomes unreliable.
Manual opportunity updates
Forecast accuracy suffers when stage changes depend on rep discipline.
Salesforce CTI that puts RingOffice inside Salesforce
Click-to-dial is embedded right in Salesforce: open a record, see the number, click once, and the rep stays in Salesforce for the whole call. Inbound calls pop the full record before they answer, and when the call ends it logs itself.
Inbound calls trigger an instant screen pop
The complete record before answering: account, open opportunities, recent activity, case history.
One-click logging when the call ends
Duration, outcome and a link to the recording logged to the activity timeline.
Works across Sales Cloud and Service Cloud
Salesforce Lightning and Classic, with desk phones and browser calling.
Installs from the Salesforce AppExchange
No separate software download — it installs directly from the marketplace.
Salesforce click-to-dial and automatic call logging in Salesforce
More selling, less admin with call logging in Salesforce
A rep's morning with RingOffice: open Salesforce, view the lead queue, click the first prospect's number. The call connects and the entire profile is visible while they talk — previous conversations, open opportunities, company info. Call ends, one click logs it, with the outcome and a link to the recording. Next lead. The time that used to go to dialing and typing goes back into selling.
Get a quote →No manual dialing or logging
Full prospect context visible during every call
Calls logged to the activity timeline
Time saved goes straight back into selling
Full case history visible before answering
More first-call resolutions — context before, not after
Every call links to the correct case automatically
Customers feel understood from hello
Answer calls with the complete picture
A customer calls support and, before the agent answers, Service Cloud shows their contact details, open cases, closed history, recent communications, priority and SLA status. The agent opens with “I can see your open ticket right here” — the customer doesn't repeat themselves, and the call links to the right case automatically.
Deployed in 3–5 days
RingOffice installs and configures it for you — install from the AppExchange, configure, test, deploy.
Discovery & planning
Review your Salesforce environment, map call-logging fields, and plan screen-pop configuration and object associations.
Setup & config
Install from the AppExchange, configure call logging, set screen-pop fields and test in a sandbox.
User testing
Pilot users test calling, logging and screen pop; RingOffice adjusts the configuration on feedback.
Go-live
Launch to all users with live support during the first day of production use.
Questions buyers ask about Salesforce phone integration
What teams ask when putting calling inside Salesforce.
Put your phone system inside Salesforce
Tell us your team size and your Salesforce setup — RingOffice will configure click-to-dial, screen pop and auto-logging for your org and show you exactly what it costs.
GET A QUOTE NOW