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Call Recording with Zoho and Ring Central

7/3/2019

Comments

 
Have you wondered if you could add a call recording to your CRM?  Well you can!

If you have Zoho CRM and Ring Central, you may already be aware that anytime you call a contact (with a matching number in the CRM), the call will be logged in the contact's / lead's record in the CRM.  But what you may not have known (or looked into) is that you could also automagically have a recording of the call in the same logged record.

** Important Note:  Most states have rules surrounding the recording of calls and parties consent - we are neither condoning nor promoting anyone sidestepping the law.  Please understand the laws as they relate to your location and business. 

It is a simple to turn on the feature in the Ring Central system.  You can have it automatically record or you a have the option to press *9 to record when on a call.  With Ring Central's greeting feature, you could potentially play the consent you hear when you call just about anywhere - that the call may be monitored or recorded for quality assurance.  But again, look into the rules as they relate with you.

Once you've turned it on in Ring Central, there is no further set up.  Any call from that point that is being recorded by Ring Central will have a recording in the activity record within Zoho CRM.  Super easy.

Good selling!

If you do not have Zoho ONE already, you need to get it, your business is dead without it: Click here to start a free 30 day trial
If you do not have Ring Central, you need it: Click here to start a free 2 week trial

If you would like to learn more about Zoho CRM + Ring Central, click here
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    Author

    David Edkins started his career at Hewlett-Packard; in finance.  He thought he wanted to become a CPA and that HP would look good on a resume.  After a year or two he realized he wanted to engage with customers directly by selling their consulting services.

    Ten successful selling years later he wanted a change - after a year of research, he decided to transition out of HP to buy, sell and lease office buildings in his local area.  During this time he also created an online commercial real estate marketplace that encompassed more than 10,000 members across the country.

    He went on to start an IT managed services company, sold it, then started his current focus of helping entrepreneurs remove CRM anxiety to leverage the power of  cloud based systems - primarily Zoho CRM Plus and Salesforce - to boost their business and save money.


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  • Knowledge
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    • Learn >
      • Zoho Video Tutorials >
        • Client Calls
        • Zoho Books Videos
        • Zoho Creator Videos
        • Zoho CRM Videos
        • Zoho Projects Videos
        • Zoho Sign Videos
      • Virtual School >
        • Get a Free Course
  • Pricing
  • Zoho
    • End to End Small Business System
    • Small Business Accounting
    • App Demo Pages >
      • Calendar Scheduling
      • Web Tracking and Chat
      • Maximize Your Website
      • Online Meetings
      • Email Campaigns
      • Social Media
      • Customer Tracking
      • Sale Team Motivation
      • Customer Help Desk
      • Accounting
      • Project Management
      • Agile Management
      • Email
      • BI / Analytics
      • Note Taking
      • Instant Messaging
      • Surveys
      • Train Your Team
      • Staff Recruiting
      • File Sharing
    • Start Your FREE Trial
  • AirCall