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What is Riva CRM Integration?

Article ID: 39
Last updated: 14 Feb, 2012
Views: 1109

Riva CRM Integration Server

Riva CRM Integration delivers transparent, server-side two-way synchronisation of appointments, tasks, notes, phone calls, contacts, leads and accounts between Microsoft Exchange (Office 365, BPOS, 2010, 2007, 2003) or Novell GroupWise (8 and 7.0.3) AND Salesforce, Microsoft Dynamics CRM, Microsoft Dynamics NAV, Microsoft SharePoint, Oracle CRM, SugarCRM, SAP CRM, SageCRM, Saleslogix, NetSuite, GoldMine, info@hand and others.

Riva CRM Integration Server gets installed once on a server in your environment (physical or virtual).  Your Riva administrator has full control over which CRM information is synchronised to your email system.  Riva's advanced integration features allow CRM opportunities, support cases, quotes, etc. to be synchronised to Exchange or GroupWise 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, custom object or archived email. 

Anywhere, Any Time Access to CRM Data – for all Desktop and Mobile Clients

Because Riva provide server-to-server synchronisation, there are no Outlook plug-ins or mobile applications to install.  Riva supports all Exchange and GroupWise clients - on-line and caching mode - including Outlook Web Access, Outlook on Windows, Outlook 2011 for Mac, Mac Mail, Entourage, Evolution and IMAP clients. Enter a task as complete on your Microsoft ActiveSync, Novell DataSync, BlackBerry Enterprise Server or GroupWise Mobile Server mobile device, and that task is marked as completed in your CRM. Riva Integration Server is compatible with Office 365, BPOS, Microsoft Exchange 2010, 2007 and 2003 and GroupWise 8 and 7.0.3. Riva provides access to your CRM data from your email client - any time, anywhere!

Types of Riva CRM Server for Exchange and GroupWise

  • Riva Integration Server (multiple accounts):   Riva Integration Server runs on a server (physical or virtual) in your environment that synchronises data for multiple accounts. Riva Integration Server is recommended for companies that want complete control over the standard and advanced sync functions provided by Riva.
  • Riva Live (single account) :   Riva Live provides Synchronisation as a  Service (Saas).  With Riva Live, there is no software to install or manage in your environment.  Riva Live is the quickest and easiest way for you to enjoy the benefits of transparent, server-side integration.  You can sign up for a free 15-day trial.  Riva Live is recommended for users/companies that do not want to install and manage Riva Integration Server in their environments.  Riva Live offers three value packages.
  • Riva SDK (custom SQL integrations):   The Riva SQL Software Development Kit allows third-party developers and companies to develop custom integrations between the proprietary database and other Line of Business applications and Microsoft Exchange or Novell Groupwise. Contact us for more information.

Server-Side Synchronization Replaces Email Client Plug-Ins

Server-side Integration – Riva delivers the first server-side, enterprise-level platform that synchronises your CRM to Exchange or GroupWise. Install Riva once at the server level and create policies that control which user accounts are synchronised. Yes
Multi-CRM Support – Riva Integration Server provides server-side integration and interoperability for Exchange, GroupWise AND market-leading CRMs and line-of-business applications, including: Salesforce, Microsoft Dynamics CRM, Microsoft Dynamics NAV, Microsoft SharePoint, Oracle CRM, SugarCRM, SAP CRM, SageCRM, Saleslogix, NetSuite, GoldMine, info@hand and others. Yes
Multi-platform Support – Riva delivers the ultimate CRM integration platform for Microsoft Exchange and Novell GroupWise – across all mail clients (desktop, Web Access, Active Sync device, BlackBerry Enterprise Server or other mobile device). Need CRM integration for other CRM or emil platforms?  Contact us regarding your needs. Yes
Core CRM Integration – Synchronise calendar items (appointments, phone calls, tasks, notes) and address books (contacts, leads, accounts) between your email system – Exchange or GroupWise – and your CRM. The synchronisation is transparent to the end user and occurs on regular intervals. Yes
Advanced CRM Integration and Interoperability – Riva delivers advanced integration and interoperability capabilities not available with other CRM integration options. For some sales and support organizations, the ability to quickly and easily archive emails to CRM opportunities, quotes or cases and access this CRM information directly from the user's mail client can end users up to 30% fo their time and really unlock the value (and adoption) of CRMs. Imagine having online and offline access to all your CRM opportunities, quotes, support incidents (cases) and other modules from Outlook without having to constantly switch between applications. Riva's SmartConvert Drop Folders and the Riva ConnectBar deliver on these needs. Yes

Looking for Information on Riva Live - Synchronisation in the Cloud? 

Riva Live delivers the server-side synchronisation services without you needing to install or manage Riva on your servers.  Riva Live delivers the power of Riva - in the Cloud.  Riva Live is recommended for everything from small numbers of users to large organisations that want to leverage the power and simplicity of the Cloud.  Select this link for more information on Riva Live - Synchronisation in the Cloud.

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Riva CRM 2.4 (Latest Release)     Overview of a Riva Server Deployment