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CMMS Data Group's Successful Integration of RingCentral with Salesforce Lightning
技术
- 应用基础设施与中间件 - 数据交换与集成
- 功能应用 - 计算机化维护管理系统 (CMMS)
适用行业
- 建筑物
适用功能
- 维护
- 销售与市场营销
服务
- 系统集成
挑战
CMMS Data Group 是 MVP Plant（一款帮助维护、设施、可靠性和库存专业人员的软件）的创建者，当 Salesforce 推出 Lightning 用户界面时，CMMS Data Group 面临着重大挑战。这个新界面有望更轻松地定制工作空间，并为附加模块提供更简单的软件开发方法。然而，它也破坏了与许多应用程序和集成的兼容性，包括 CMMS Data Group 添加到现在的“Salesforce Classic”中的应用程序和集成。这带来了一个问题，因为 Salesforce CRM 和 RingCentral Office® 都是 CMMS 销售和服务团队的重要工具。该公司还试图尽快完成重要集成的清单。由于最新功能仅适用于闪电版本的用户，这一事实使困境变得更加复杂。
关于客户
CMMS Data Group 是一家总部位于芝加哥的公司，成立于 2000 年，拥有 30 名员工。该公司是 MVP Plant 的创建者，该软件使维护、设施、可靠性和库存专业人员能够更智能、更高效地工作。该公司使用一套重要的业务软件，包括 Salesforce CRM 和 RingCentral Office®，这些软件在公司运营的几乎每个方面都发挥着作用，包括销售、客户服务和支持，以及使用 Salesforce 的 Pardot 进行营销自动化。
解决方案
当 RingCentral 宣布推出 Lightning 集成测试版时，CMMS Data Group 很快就注册了。该公司在个人帐户上测试了 RingCentral 集成，然后将其交给一位主要销售人员试用一周。闪电集成提供了与“经典”版本相同的基本功能，只是出现在屏幕上的不同位置。这次成功的集成意味着 RingCentral 可以从需要移植到 Lightning 的集成列表中删除。尽管存在一些挑战，例如软件供应商反应迟钝导致某些附加组件被删除，CMMS Data Group 仍致力于转向闪电网络。该公司计划在今年年底前完成过渡，预计 Lightning UI 提供的新布局选项将使销售人员能够以优化的方式获得更多数据。
运营影响
数量效益
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