Skip to main content

Integration of RingCentral with Zoho CRM - Case Study

 

The Summary:

The client is a healthcare, cosmetic surgery, and consultations provider for their patients.

With the advent of businesses moving online all across the globe and the consecutive years of the pandemic, the healthcare sector too chose to move things online.

Our client wanted to follow suit and bring in telephony communications in their practice and came to us for our Zoho consultation services.

The client used Zoho CRM to manage their clientele and planned to bring telephony into practice to cope with the difficult pandemic times.

The customer came to us looking for a solution that would work seamlessly with the Zoho system that they were using.

And, we helped automate cosmetic surgery practitioners’ day-to-day online consultations using telephony integration with Zoho CRM.

  1. The client wanted a Zoho-VOIP integration to help them attend to their patients with easy access to the patient records, chats and prior communications.
  2. To prevent multiple data entries, the client wanted a telephony integration with Zoho CRM that allowed calls to be placed/received from within the CRM with pop-ups of the patient records showing upon arrival of a call.
  3. Maintain a clear and crisp log of calls with easy tracking in Zoho CRM, which would help the practitioners maintain a detailed patient history.
  4. Overall the client wanted a telephony integration with Zoho CRM to prevent unwanted app switching and provide seamless video consultations for their patients.

As Zoho authorized partners, we provided our consultation services and, aligning with the client’s requirements; we chose RingCentral telephony for a telephony integration with Zoho CRM.

RingCentral is a could-based system that provides businesses with seamless voice, SMS, video-enabled communications and more.

  • With expert Zoho developers who know what they are doing when providing Zoho CRM integration services, we quickly conducted the RingCentral integration with Zoho CRM.
  • The Zoho-VOIP integration was easily accomplished with the RingCentral account setup and successfully logging into the system.
  • As the client wanted to call from within the Zoho CRM, we configured the browser calling settings by first enabling the RingCentral integration using the client’s Zoho account.
  • With the help of WebRTC plugins, we achieved real-time browser calling for video calls from within the Zoho CRM. We then configured the browser calling settings or preferences to show pop-ups for incoming calls and throughout the ongoing calls.
  • With real-time sync due to the RingCentral Zoho integration, the call logs and the recordings (when required) would automatically get logged.
  • With the successful RingCentral Zoho integration, the client could save time while providing the cosmetic surgery consultation.
  • The client did not have to switch between apps to place a call or during an ongoing call to collect/log information. Although it seems like a small change, the overall time would have amounted to a more significant number when making multiple calls in a day. And, hence saving that time allowed the client to attend to more patients productively.
  • The RingCentral telephony integration with Zoho enabled the screen pop-ups for incoming or outgoing calls, which aided the client in quickly brushing up the patient history or jotting down last-minute notes after or during the call and never having to miss any important data.
  • Viewing & tracking call logs and recordings became more accessible through Zoho and, therefore, serving their patients more easily manageable.
  • With real-time video calling, the client could connect with their patients better and have personalized experiences to provide proper cosmetic surgery consultation.
  • The video calling option eliminated wait time, any timezone restriction and increased the patients’ trust in their doctors due to the detailed consultation. As a result, the client saw an increased in-flow of online consultations and made their telemedicine transition a huge success.

Source: RingCentral Integration with Zoho CRM

Labels:

Comments

Post a Comment

Popular posts from this blog

Hire Best Bookkeeping Service Providers

  Bookkeeping is made simple with our Offshore Bookkeeping Services When it comes to managing your business, every aspect of your back-office operations matters as much as your front office, and having organized bookkeeping is one of the factors that take you a long way. However, while bookkeeping is highly significant, it is unavoidably a time-consuming process, and that is where outsource bookkeeping services aid in running your business with ease. Hire an experienced bookkeeper or a bookkeeping team from an offshore bookkeeping company. Through outsourced bookkeeping services that are fully automated, cost, and time-effective , get the maximum benefit of staying organized and always informed of your finance and accounting. With proficiency in all the major accounting software and industry-specific customizations, we deliver a bookkeeping strategy and customer-employee-centric reports that your business requires. The Outsourced Bookkeeping Services we offer While we underst...
Post a Comment
Read more

PCI Security Standard Compliance and Integration

PCI (Payment Card Industry) DSS (Data Security Standard) is a security standard developed and maintained by the PCI council. Anyone who has access to the internet has come across PCI DSS at least once. PCI (Payment Card Industry) Security Standard is an information security standard for organizations handling branded credit cards from major card schemes. PCI security standards council was founded by the top 5 credit card companies that set standards and mandated it for any business that handles, processes or stores credit cards — regardless of their size and location to be PCI compliant. The key to achieve PCI-DSS (Payment Card Industry Data Security Standard) compliance in a cost-effective manner is to establish the right scope for the credit card handling infrastructure of an organization. The US government has mandated PCI compliance on all online storefronts/websites/applications that make use of credit card to safeguard financial data of the end-users and manufa...
Post a Comment
Read more

Outsourcing IT Help Desk Services Can Reap More Benefits

  How did the graveyard shift for one IT Major helped them cut costs and provide efficient services to its customers? Infomaze has taken over the graveyard shift or night support of an IT major in the US to provide continuous, uninterrupted IT Help Desk Support to its customers.  The service includes a full 360-support, including taking over the tickets that are still open, processing new, and passing enough information to the next shift to process any pending tickets.  The IT Support solution provided will soon be extended to 24X7 support as it has saved costs and has resulted in better processing time than ever before. The Customer: An IT Service Provider The client, an IT service provider who provides 24×7 support to their customers, was — looking for an efficient way to keep the IT Support Services seamless without affecting the quality of their solutions and increasing customer satisfaction. The Problem: Reduced quality of IT services offered The client had...
Post a Comment
Read more