Case study · Cloud telephony · Door & glass company

Reliance Doorsmith: a phone system where every call reaches a manager

For Reliance Doorsmith we set up a RingCentral cloud phone system with a voice assistant, so every incoming call is handled and routed to the right person, and the whole conversation history stays in the CRM.

Client
Reliance Doorsmith
Location
Toronto & GTA
System
RingCentral
Scope
IVR, routing, CRM integration
RingCentral phone system set up for Reliance Doorsmith by Thrive Solutions
01

A missed call is a missed order

RingCentral cloud phone system for Reliance Doorsmith

In the door and glass business, a missed call means a lost job.

The company needed telephony that does not drop calls and connects a client with the right person immediately.

RingCentral solved it with a voice assistant and call routing: callers hear a greeting, the call goes to an available manager and the details appear in the CRM.

  • No missed calls
  • Instant routing
  • Caller recognised in the CRM
  • Recorded conversations
02 · What we did

RingCentral with a voice assistant and CRM link

From greeting to deal card, the call follows its route without manual work.

  1. 01

    Cloud PBX

    Telephony in the cloud with no office hardware, so calls can be answered from any device.

  2. 02

    Voice assistant

    An automatic greeting and menu send callers to the right department right away.

  3. 03

    Call routing

    Calls go to the first available team member, and busy lines forward instead of dropping.

  4. 04

    CRM integration

    An incoming call opens the client card, so managers see history and notes before answering.

  5. 05

    Website link

    The call button and website requests join the same flow and turn into calls or deals.

  6. 06

    Recording and history

    Every conversation is recorded in the deal, so the owner can review call quality.

03 · Call analytics

Every call visible and measurable

Call analytics and logs show volume, answer rates and outcomes for the whole team.

RingCentral call analytics for Reliance Doorsmith
Call analyticsVolume, answered and missed calls at a glance.
RingCentral call logs
Call logsEvery call with time, duration and outcome.
RingCentral KPI dashboard
Team KPIsPerformance by manager and time of day.
RingCentral voice assistant setup
Voice assistantA greeting and menu that route callers automatically.
04 · Result

Calls reach a manager instead of disappearing

Reliance Doorsmith now has RingCentral cloud telephony with a voice assistant: calls are routed automatically, linked to the CRM and website, and conversation history is kept in the client card. Calls are no longer lost and communication is manageable.

For the company

Call control, recordings and CRM integration: the owner sees how calls are handled and never loses a request.

For clients

Getting through on the first try and a quick transfer to the right specialist, without waiting or repeating the question.

RingCentral app for Reliance Doorsmith on an iPhone
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