Case Study: CMMS Data Group achieves improved sales productivity and 20% more calling time with RingCentral

CMMS Data Group Validates RingCentral Integration with Salesforce® Lightning

CMMS Data Group, a Chicago-based maker of MVP Plant maintenance-management software, faced a compatibility challenge when Salesforce rolled out the Lightning UI: the overhaul broke many Classic-era customizations and integrations. Because both Salesforce and RingCentral Office are central to the company’s sales and service workflows, CMMS needed to validate that telephony features like click-to-call and automatic customer matching would work in Lightning before committing to a full migration.

CMMS joined RingCentral’s Lightning beta and tested the integration internally and with a lead salesperson, confirming that core RingCentral Office features appear and function in the new UI. The validated integration preserves click-to-dial and automatic record matching, boosting calling efficiency (about a 20% increase in calling time) and giving salespeople more data in an optimized Lightning layout, so CMMS has checked RingCentral off its migration list and plans to move to Lightning after completing other add-on tests.

CMMS Data Group

Jonathan Clark

Director of Professional Services