Riva CRM Integration

Riva Authorized ResellerRiva Integration Server from Omni is an advanced CRM data integration platform for Microsoft Exchange, Novell GroupWise and Apple Mail. Unlike traditional Outlook CRM plug-ins, Riva gets installed only once on a server and no plug-ins need to be installed, configured or managed on users’ desktops, laptops or mobile devices such as iPhone and iPad.

Riva is the first CRM integration solution to support ALL versions of Microsoft Exchange and Novell GroupWise, including Microsoft Outlook; Outlook Web Access; Microsoft Entourage for Mac; GroupWise; Apple Mail, Address Book, iCal; BlackBerry, iPhone and other ActiveSync mobile devices – NO plug-ins required!

Riva for Outlook

Advanced CRM integration and interoperability

Take a quick look at the screenshot to the left. Do you see the highlighted additional CRM folders that have been added? Riva provides sales and support staff with direct access to their CRM opportunities, cases and quotes directly from Outlook, Outlook Web Access, Entourage, Mac Mail and mobile devices.

Customers said they wanted to reduce manual data entry in the CRM. As a result, Omni developed Riva SmartConvert Folders that automatically convert emails into CRM opportunities, cases and quotes. Riva AssignTo Folders allow users to quickly archive emails to the CRM. These two advanced CRM integration features will increase your sales and save salespeople up to one hour per day (see Videos).

Riva and CRM Contacts

Sync CRM contacts with Exchange, GroupWise and Address Book (Mac OS X)

Need to sync CRM address book information? Riva delivers transparent, bi-directional synchronization of CRM accounts, contacts and leads (optional). This is just a fancy way to say that whether you add or update a contact in your CRM or in your email client, Riva will automatically sync the changes. And, if you do not want to sync all 5,000 of your contacts to your brand-new iPhone, Riva can be set to sync only recent contacts (see Videos).

Riva and CRM CalendarSync CRM calendar information

Access your CRM appointments, tasks and phone calls from Outlook, Outlook Web Access, Entourage, Mail, BlackBerry, iPhone or other ActiveSync smartphones. Appointments marked as “Private” will let your team know you’re busy, but not share any personal information. Riva allows you to sync all new CRM or Exchange calendar information or you can set the category for items to “CRM” and it will only sync those items (see Videos).