What is Riva Cloud?

Article ID: 106
Last updated: 22 Mar, 2017

Cloud-Based CRM Sync Service for Exchange, Notes, Google, and GroupWise

Riva Cloud is the quickest and easiest way to sync your CRM and email system.

Riva Cloud was the first cloud-based CRM sync service to support multiple CRMs (hosted or on-premises) and multiple email systems (hosted or on-premises).

Riva Cloud's Synchronization as a Service (SaaS) delivers transparent two-way synchronization of appointments, tasks, notes, phone calls, contacts, leads, and more between the leading CRM systems and leading email systems.

Riva's advanced integration allows CRM opportunities, support cases, quotes, etc. to be synchronized to your email system and be opened directly from your email client. The Riva AssignTo feature allows you to assign an email to an existing contact, opportunity, support incident, or quote with a simple drag-and-drop from your inbox.

Riva's advanced SmartConvert Drop Folders™ interoperability feature allows you to automatically convert a customer email into a CRM opportunity, service request (case), quote, or tracked email.

Anywhere, Any Time Access to CRM Data – for All Desktop (including Mac) and Mobile Email Clients

Riva Cloud supports all email clients for all supported email systems — in online and offline modes. Whether you use a legacy email client or the latest email client including Office 365 Mail App, Outlook Web App, Mac Mail, Outlook for Mac, Outlook on Windows, Gmail, IBM Verse/Notes, iNotes, Traveler, GroupWise, or mobile client, Riva’s always-on data sync has you covered. See Supports all email applications and mobile devices.

Synchronization as a Service Replaces Email Client Plug-Ins

Synchronization as a Service: Riva Cloud delivers the first Synchronization as a Service (SaaS) offering for CRM integration between email systems and CRMs. Configure your Riva Cloud account, configure your CRM connection, configure your email connection, and configure your sync policy. You're done. There is no software to install, configure, or struggle with on your laptop, desktop, or mobile devices. No server software to install (except for IBM Notes).

Yes
Multi-CRM Support – Riva Cloud supports the industry-leading CRMs and line-of-business applications. Yes
Multi-platform Support – Riva delivers the ultimate CRM integration platform for supported email systems – across all server platforms and email clients (desktop, Web Access, Active Sync, BlackBerry, iPad, and other tablet devices). No Outlook, Notes, Google, or GroupWise plug-ins or mobile software to install on your desktops, laptops, or mobile devices. Yes
Core CRM Integration – Synchronize calendar items (appointments, phone calls, tasks, notes) and address books (contacts, leads, accounts) between your CRM and email/collaboration applications. The synchronization is transparent and occurs at regular intervals. Yes
Advanced CRM Integration and Interoperability – Riva delivers advanced integration and interoperability capabilities not available with most CRM integration options. For some sales and support organizations, the ability to quickly and easily track emails against CRM opportunities, quotes, or cases and access this CRM information directly from the user's mail client can save upwards of 30% of their time and really unlock the value (and adoption) of CRMs. Visualize having online and offline access to all your CRM opportunities, quotes, support incidents (cases), and other modules from your email client without having to constantly switch between applications and doing double entry. Riva's SmartConvert drop folders and the Riva ConnectBar deliver on these needs. Yes

Looking for the Riva On-Premise Server?

The Riva On-Premise server provides all of the functionality of Riva Cloud. Riva On-Premise is used by companies that want to install and manage Riva on their infrastructure. For more information, see What is Riva CRM integration.

This article was:   Helpful | Not helpful Report an issue


Article ID: 106
Last updated: 22 Mar, 2017
Revision: 13
Views: 5156
Comments: 0
Prev     Next
What is Riva Cloud?       How Riva Syncs Your Data


Back to Top