Riva CRM Integration: Advanced, server-to-server integration
for CRM and email systems!
Looking for the most reliable way to sync your CRM and email systems? You’ve found it. Riva is trusted by Fortune 500 companies and SMBs. Choose from Riva Cloud and Riva On-Premise.
With Riva, there are no client-side plug-ins or mobile apps to install, configure, or manage. Centrally manage integration for hundreds or thousands of CRM users and mobile sales reps.
Product Overview
Sync your CRM to Exchange, Office 365, Gmail, Google Apps, IBM Notes, and GroupWise
Riva On-Premise is reliable and easy to manage. With Riva, there are no client-side plug-ins to install, configure, or manage. Riva syncs CRM data to Exchange, Office 365, Gmail, IBM Notes, and GroupWise and we leverage Exchange ActiveSync, Gmail for Mobile, IBM Notes Traveler, and GroupWise Data Sync to seamlessly sync CRM data to iPad, iPhone, Android, BlackBerry, Windows Phone, and Microsoft Surface tablets. Plus, because of Riva syncs directly to your email server on the back end, you have access to your CRM data from all email clients (Windows Outlook, Outlook Web App, Gmail, Outlook on Citrix and Terminal Server, Outlook for Mac, Apple Mail, IBM Notes, GroupWise, and others.)Riva On-Premise syncs more than just the basics. For example, Riva On-Premise can be configured to sync contacts, leads, person accounts, calendar events (appointments, meetings, recurring events, multi-day events), notes, tasks, email, opportunities, cases, quotes, projects, custom fields, custom objects, custom categories, and more. (These features may vary by CRM.)
Riva On-Premise provides more control over how these CRM records are synced. For example, Riva On-Premise can filter which contacts get synced based on ownership, visibility, team membership, or other custom filters.
You can decide whether to do a one-way push on contacts and calendar events or implement full, bi-directional synchronization.Riva On-Premise can track emails against accounts and contacts automatically or manually. Plus, sales reps can sync emails to opportunities, cases, and custom objects.
What Riva On-Premise Syncs
Riva delivers advanced, server-side integration of CRM contacts, calendars, tasks, email, opportunities, cases, custom fields, and custom objects. We also offer additional advanced configuration options to satisfy custom sync requirements.
| Sync CRM contacts and leads
Seamlessly sync CRM contacts, leads, and personal accounts. One-way or two-way integration. Sync contacts based on filters, categories or any number of advanced options. Keep your business and personal contacts separate. |
Sync CRM calendars
Reliably sync appointments and meetings. Riva supports recurring events, multi-day events, private appointments, meetings with multiple invitees, custom event categories, notes, shared resource calendars, and more. |
Sync CRM tasks
Sync all tasks automatically or manually choose which tasks to sync. Mark a task as complete on your smartphone or tablet, and Riva will update the task in your CRM (and vice versa). |
| Log emails to CRM
Log emails (and email attachments) against CRM contacts, accounts, opportunities, support cases, and custom objects. Use Riva SmartConvert folders to create new opportunities and cases from emails. |
Sync CRM opportunities
View a list of all your CRM opportunities on any Exchange, Office 365, Notes, or GroupWise email client or mobile device. Sort them by opportunity name, deal size, sales stage, next step, probability, and other fields. Click opportunities to view more details. Use the Riva ConnectBar to link to the opportunity in your CRM. |
Sync CRM cases
Improve CRM adoption and satisfaction in your sales organization through CRM support case integration for Exchange, Office 365, Notes, and GroupWise. View and manage cases. Link to CRM cases from any email client or mobile device. |
| Sync CRM custom fields
Sync custom fields in CRM contacts, calendar events, tasks, opportunities, cases, and other CRM records. One-way (read-only) or two-way integration. |
Sync CRM custom objects
Riva can be configured to sync custom CRM objects. Contact us to review your custom objects and how you would like them to be synchronized. |
Sync custom event categories
Sync custom event categories to simplify reporting on the number of phone calls, special meeting types, appointments, trade shows, webinars, and other events. |
Other Integration Features
| Create CRM contacts
When you use Riva to log an email to your CRM, Riva can automatically create the associated CRM contacts and accounts if they don’t already exist in CRM. Some customers really like this feature because it reduces manual data entry. Sales reps (or assistants) can then go in and populate the rest of the CRM contact and account records. |
Create CRM opportunities and cases
Sales reps can use Riva’s SmartCreate folders to create new opportunities and cases directly from their desktop, webmail, and mobile email application. This can be a powerful way to increase deal capture, reduce manual data entry, and reduce manual data entry. |
Log emails to CRM records
Riva AssignTo folders enable sales, marketing, and support staff to log emails against CRM contacts, accounts, opportunities, cases, and custom objects. This is very helpful if team members want to track the customer conversation on specific deals or support tickets. |
The #1 Integration Cloud for CRM and Email Systems
Riva Cloud supports over 10 of the world’s best CRM systems, including: Salesforce, Microsoft Dynamics CRM and NAV, Oracle Sales Cloud, Oracle CRM On Demand, NetSuite, SugarCRM, Saleslogix, Sage CRM and others. Plus, Riva Cloud now supports Marketo marketing automation.
Riva Cloud syncs more than most Outlook integrations. For example, Riva Cloud can be configured to sync contacts, leads, person accounts, calendar events (appointments, meetings, recurring events, multi-day events), notes, tasks, email, opportunities, cases, quotes, projects, custom fields, custom objects, custom categories, and more. (These features vary by CRM and Riva Cloud edition.)
Riva Cloud provides a great deal of flexibility. For example, Riva Cloud can filter which contacts get synced based on ownership, visibility, team membership, or other custom filters. You can decide whether to do a one-way push on contacts and calendar events or implement full, bi-directional synchronization.
Emails can be tracked against accounts and contacts automatically or manually. Plus, Riva Cloud can sync emails to opportunities, cases, and custom objects. We look forward to learning more about your sync requirements.
Why Riva Cloud?
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Requirements
| Supported CRM Systems | SugarCRM, GoldMine CRM, SalesForce, Microsoft Dynamics CRM 4-2016 Online & On-Premise, Oracle Sales Cloud & Oracle CRM on Demand, Net Suite, SalesLogix, Sage CRM |
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| Supported Email Systems | Microsoft Exchange Server 2007-2016, Office 365, Exchange Online, Hosted Exchange, G Suite (formerly Google Apps), Gmail (Google Mail), Google Calendar, Gmail for Mobile, IBM SmartCloud Notes, IBM Notes and Domino, IBM Notes Traveler |
| Supported Email Clients | Outlook 2016, 2013, 2010, 2007, 2003, 2002, 2000, Office 365, Outlook Web App, Outlook for Mac 2011 & 2016, Gmail (Google Mail), Gmail for Mobile, Apple Mail (macOS), Entourage 2004 & 2008 for Mac, IBM Verse, IBM SmartCloud, IBM Notes 6,7,8,9, IBM iNotes |
Riva Documentation
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