CMMS Data Group's Successful Integration of RingCentral with Salesforce Lightning
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Functional Applications - Computerized Maintenance Management Systems (CMMS)
Applicable Industries
- Buildings
Applicable Functions
- Maintenance
- Sales & Marketing
Services
- System Integration
About The Customer
CMMS Data Group is a Chicago-based company with 30 employees, founded in 2000. The company is the creator of MVP Plant, a software that enables maintenance, facilities, reliability, and inventory professionals to work smarter and more efficiently. The company uses a suite of essential business software, including Salesforce CRM and RingCentral Office®, which play a role in almost every aspect of the company's operations, including sales, customer service and support, and marketing automation with Salesforce’s Pardot.
The Challenge
CMMS Data Group, the creator of MVP Plant, a software that aids maintenance, facilities, reliability, and inventory professionals, faced a significant challenge when Salesforce introduced the Lightning user interface. This new interface promised easier customization of workspaces and a simpler approach to software development for add-on modules. However, it also broke compatibility with many apps and integrations, including those that CMMS Data Group had added to the now 'Salesforce Classic'. This posed a problem as both Salesforce CRM and RingCentral Office® were essential tools for the CMMS sales and service teams. The company was also trying to work through a checklist of important integrations as quickly as possible. The dilemma was further complicated by the fact that the newest features were only available to users of the Lightning version.
The Solution
When RingCentral announced a beta version of its Lightning integration, CMMS Data Group was quick to sign up. The company tested the RingCentral integration on an individual account before giving it to one of the lead salesmen to try for a week. The Lightning integration provided the same basic functionality as the 'classic' version, just appearing in a different position on the screen. This successful integration meant that RingCentral could be checked off the list of integrations needing to be ported to Lightning. Despite some challenges, such as unresponsive software vendors leading to the dropping of certain add-ons, CMMS Data Group was committed to making the switch to Lightning. The company planned to complete the transition by the end of the year, with the expectation that the new layout options provided by the Lightning UI would allow salespeople to have more data in front of them, in an optimized fashion.
Operational Impact
Quantitative Benefit
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