Case Study: Streamlining Sales Operations

How Rare Beverage Company Unified Communications via RingQ’s Salesforce CTI Integration

Executive Summary

Client: Rare Beverage Company

Industry: Food & Beverage / Distribution

Scale: 16 Dedicated Sales & Support Agents

Core Solution: RingQ Cloud CX + Salesforce CTI Dialer Integration

The Goal: Eliminate “toggle-tax” by consolidating all communication tools into a single CRM interface.

The Challenge: Fragmented Workflows

Before adopting RingQ, Rare Beverage Company’s 16 agents faced the common “two-tab struggle.” To manage customer relationships, agents had to switch constantly between their CRM (Salesforce) and a separate phone application. This led to:

Data Silos: Manual logging of calls was inconsistent, leading to missing ledger information.

Workflow Friction: Toggling between tabs slowed down response times during high-volume sales periods.

Information Gaps: Agents lacked immediate Caller ID context when receiving inbound queries within the CRM.

The Solution: The "Single-Tab" Philosophy

Rare Beverage Company implemented the RingQ Salesforce CTI (Computer Telephony Integration) Dialer, allowing the communication platform to live natively inside the Salesforce interface.

1. The Embedded CTI Dialer

Rather than managing a separate app, agents now use a built-in dialer directly within Salesforce. They can initiate calls, answer inquiries, and manage transfers (internally and externally) without ever leaving the customer’s record.

2. Intelligent Caller ID & Screen Pops

When a call arrives, the RingQ CTI identifies the caller and matches it against Salesforce records. The agent is greeted with a “Screen Pop” containing the customer’s full history, enabling a personalized and informed conversation from the first second.

3. Automated Data Synchronization

Post-call manual entry is a thing of the past. RingQ automatically pushes critical data back into Salesforce, including:

Call Recordings: Direct links to the audio path for quality assurance.
Detailed Ledgers: Accurate timestamps, duration, and Caller ID.
Analytics: Centralized data within Salesforce for advanced reporting and “massaging” of information by management.

Feature	Business Impact
Zero-Tab Switching	Increased agent productivity and reduced "click fatigue".
In-App Transfers	Seamless handoffs between the 16 agents using the CTI interface.
Auto-Logging	100% accuracy in call history and ledger timestamps.
Centralized Data	Management can run Salesforce reports on call volume Vs sales revenue.

The Result

By moving to a “Single-Tab” environment, Rare Beverage Company has transformed its sales desk into a high-efficiency engine. With RingQ handling the heavy lifting of data entry and connectivity in the background, agents are free to focus on what they do best: building relationships and closing deals.

"The integration is so seamless that our agents don't even think of it as a separate phone system. It's just a part of Salesforce that happens to make calls. The data accuracy we have now is a game-changer for our reporting."

Management, Rare Beverage Company