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MetraSlate

Equipment and business capabilities · Metrology examples

Connect Your Business Tools.

Bring email, sign-in and calling into the workspace where your team manages customers and work records.

Pilot / Early Access Asset by MetraSlate, AssetLight by MetraSlate and Standard by MetraSlate: Metrology Edition. How Evaluation Works

  1. 01Choose your tools
  2. 02Connect your accounts
  3. 03Set team access
  4. 04Work in context
01

Customer context

Find the authorized account

Identify the conversation

02

Connection

Use a configured provider

Confirm supported operations

03

Follow-through

Retain the relevant outcome

Act on the customer request

Workflow illustration. The record, definition and responsibility should remain identifiable at each step; confirm the supported configuration in your pilot.

Customer conversations are easier to handle when the relevant records are close at hand. Connect the accounts your team uses for email and calling, and give each person access to the work they are responsible for.

Onboarding brings your provider accounts, sign-in requirements and team permissions together. Your organization chooses the connections that fit its operation.

Email Where the Work Happens

Open your connected mailbox, read messages and attachments, and compose replies while working with customer and service records. Mailbox connections keep each person’s email account associated with its owner.

Sign-In That Fits Your Organization

Configure organization sign-in and team membership during onboarding. Roles and permissions give employees access to the records and actions they need for their work.

Customer Context for Every Call

With your RingCentral account configured, staff can identify the caller, open the relevant customer account and use the connected call controls. Call history and recorded outcomes help the next person continue the conversation.

Set Up the Connections Your Team Uses

Bring your email, identity and calling requirements to onboarding. We work through account setup, access and the everyday tasks your team will use, so the connections fit your operation.

In everyday use

What your team can do.

Follow the record, the decision and the person responsible for the next step.

Email
Work with messages and attachments from your connected mailbox while keeping customer and work records nearby.
Sign-In and Team Access
Set up organization sign-in and assign access around each person’s role and responsibilities.
Calling
Connect RingCentral calling with customer context, call history and follow-up in the workspace.

Related capabilities

Keep Following the Work.

A conversation about your work

See it with your own workflow in mind.

Start with your items, your business, and the processes you need to manage. We’ll help you identify the right product.

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