How Riva Syncs Your CRM with Your iPad

Article ID: 1098
Last updated: 13 Dec, 2016

Riva syncs CRM contact and calendar information to the native address book and calendar applications on your iPad. Use Riva to view CRM opportunities, cases, and quotes on your iPad, and to take advantage of powerful automation features that will give you more strategic selling time.

Getting Started – Riva Sync for iPad

Need to sync CRM contact and calendar information to the native address book and calendar applications on your iPad? Riva delivers server-side synchronization of CRM accounts, contacts, leads, appointments, meetings, phone calls, tasks, opportunities, cases, quotes, and custom CRM objects to the iPad. Take advantage of the iPad’s large screen and native functionality.

With Riva, there are no additional CRM plug-ins or mobile applications to install on your iPad for the synchronization to occur. Riva can sync between the leading CRM systems and leading email systems. To get started, configure your tablet to connect to your mailbox. In this example, we use an Exchange mailbox for the videos and screenshots.

Learn

Before you follow the steps below, your business IT staff needs to set up a Riva Cloud subscription or to install and configure the Riva On-Premise server. For more information, you can investigate Riva CRM integration at www.rivacrmintegration.com.

How to Connect Your Email Account to Your iPad

Step 1: Set up your email account on your iPad by navigating to Settings > Mail, Contacts, Calendar. Enter your email account, server domain, user name, and password. Riva is compatible with SSL to keep your communications and CRM information secure on the iPad.

Step 2: Work through the options on this screen to configure how emails are displayed on your iPad.

Step 3: Move the slider to “On” if you want to sync Mail, Contacts, and Calendars to the iPad.

Step 4: Select the number of mail days you want to sync. In the example below, we have selected “No Limit”.

Step 5: Select the Riva created email folders you want to push to your iPad. In this example, select the CRM folder structure.

How Riva Syncs Your CRM Data with Your iPad

Sync CRM contacts to the iPad address book

Riva automatically syncs CRM contacts, accounts, and leads to your iPad’s native address book. This allows you to take advantage of the iPad’s large screen size and native interactivity – rather than trying to view CRM contact information from a small browser window.

Now watch this video:

Sync CRM calendar data to the iPad calendar

Riva syncs CRM appointments, meetings, phone calls, and tasks to the iPad’s native calendar application. Create new appointments or modify existing calendar items, and they will be synchronized to your CRM (or vice-versa).

Now watch this video:

Manage CRM opportunities, cases, and quotes directly from your mobile device

Riva goes beyond CRM plug-ins for iPad by allowing you to view and manage your CRM opportunities, cases, and quotes directly from the iPad in connected or disconnected modes. Select the Opportunities folder on your iPad to see a full list of your CRM opportunities. Select a specific opportunity to see an email summary of the opportunity.

Now watch this video:

Riva SmartConvert and AssignTo Folders on your iPad

Riva introduces powerful automation features that reduce manual data entry and give salespeople more strategic selling time. Use Riva AssignTo folders to archive emails against CRM accounts, contacts, opportunities, cases, or quotes. Move (copy) emails into the Create New Opportunity folder, and Riva automatically creates the account, contact(s), and opportunity in the CRM and syncs the information back down to your iPad. Riva SmartConvert saves salespeople 5 to 7 minutes per converted email.

Now watch these videos:

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Article ID: 1098
Last updated: 13 Dec, 2016
Revision: 11
Views: 4544
Comments: 0
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folder Riva On-Premise - CRM Sync -> How Riva Syncs Your Data (User Guides)

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