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2Ring Dashboards & Wallboards

Bring Salesforce Data into 2Ring Dashboards & Wallboards

Overview

  • Keep your team focused on what matters most. In every organization, different roles need different insights to stay effective. With 2Ring Dashboards & Wallboards, you get customized, real-time layouts tailored to each team’s (BU’s) priorities.

  • Easily upload and update custom data tables in 2Ring Dashboards & Wallboards using .csv files, integrating data like agent targets and goals that can also be used in calculations.

  • Set real-time alerts in your layouts for critical KPIs with customizable actions like color changes, sounds, or notifications via Text/SMS, email, desktop toast alerts, and IM platforms like Webex, Microsoft Teams, Discord, WhatsApp or Slack.

  • 2Ring Dashboards & Wallboards enhance security and organization by using business units (BUs) as data silos, ensuring users see only relevant layouts. Power users/admins can create templates that personalize data displays for specific queues.

  • Easily manage layouts with dynamic previews by hovering over a layout name, offering real-time insights without switching views for efficient navigation.

2Ring Dashboards & Wallboards is a software solution that empowers business users and supervisors to deliver information in real-time to every screen. Information means data from multiple data sources and built using various content types. Boards, views, layouts created in 2Ring Dashboards & Wallboards are then: * Displayed 24×7 on large TV screens in contact centers or break-rooms, * Embedded inside of agent & supervisor desktop applications, * Embedded inside of Microsoft Teams channels or Cisco Webex spaces, * Floating on top of all the application windows via the use of 2Ring Power Tool. This is often used when agents work inside of a CRM system or use multiple applications. A small window with 2Ring Power Tool shows the agent a personalized layout with KPIs and delivers visual and audible alerts about important events, * Accessible via a preferred browser on individual workstations (and mobile devices) of agents, supervisors, or even managers who are not part of the contact center.

Categories

Business Needs
Productivity
Analytics
Collaboration
Industries
Communications
Personas
Business Operations Manager
Business User
Data Analyst
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Lightning App Builder
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Agentforce
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
None
Salesforce Editions
Professional
Enterprise
Developer
Supported Languages
English