Riva CRM Integration - Documentation and Knowledge Base

What is Riva Cloud?

Article ID: 106
Last updated: 17 Feb, 2021

Cloud-Based CRM Sync Service for Office 365, Exchange, and Google

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 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.

Note: HCL Notes connections are supported by Riva Enterprise. For more information, contact the Riva Success Team.

Anywhere, Any Time Access to CRM Data

Riva Cloud supports all email clients for all supported email systems — in online and offline modes. Riva’s always-on data sync has you covered.

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.

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. No Outlook or Google 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.

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Article ID: 106
Last updated: 17 Feb, 2021
Revision: 14
Views: 9371
Comments: 0