Riva automates email archiving to CRM systems
Riva offers seamless integration between email clients and leading CRM systems. In addition to bi-directional synchronization of contact and calendar data, Riva also automatically archives emails against CRM contacts, accounts, opportunities, cases, quotes and projects.
EDMONTON, Canada – September 30, 2010 – Omni Technology Solutions (www.omni-ts.com), the first company to deliver server-side CRM integration for Microsoft Exchange and Novell GroupWise, now delivers automated email archiving to CRM systems. To archive emails, users simply copy emails into the appropriate Riva AssignTo or SmartConvert folder in their email client. Riva will then automatically archive emails to the associated CRM contacts, accounts, opportunities, cases, quotes or projects. This advanced automation feature reduces the amount of time users spend manually copying information to CRM systems.
Compliance and legal requirements are not the sole drivers for email archiving in businesses. Companies increasingly use electronic communications with customers – electronic quotes, purchase orders, proposals, reports and emails – that need to be stored centrally in a CRM system. What often happens, however, is that these documents get stored in users’ email clients or on network file servers, making it difficult for managers and other salespeople to quickly retrieve them.
Riva enables companies to access a complete view of all customer communications, including archived emails, from the CRM. Sales and support staff can create appointments, contacts and tasks in their Exchange email client and Riva will automatically sync this information up to the CRM. To archive emails to the CRM, users simply need to copy the received or sent email into a “Create New Email” folder (to archive emails against new or existing contacts or accounts) or to the appropriate Riva AssignTo folder (to archive emails against existing opportunities, cases, quotes or projects). With Riva, there are no CRM plug-ins that need to be installed or configured. All modifications are bi-directionally synchronized and available via users’ mobile devices.
Riva will check the CRM system to see if a user or company exists based on the email address and domain name of the email. If a contact or company does not exist, Riva will automatically create the information, saving sales and support staff valuable time from having to manually enter this information into the CRM.
While Riva AssignTo folders are normally used to archive emails to a CRM system, they can also be customized to meet specific document retention requirements. For example, they can be configured to archive emails to Microsoft SharePoint or a SQL-based database application.
“By reducing manual data entry in the CRM and giving sales staff more strategic selling time,” said Trevor Poapst, Director of Global Marketing for Omni, “Riva improves CRM adoption and increases sales. While customers initially come to us for a more reliable CRM synchronization solution for address book and calendar data, they report that Riva AssignTo and SmartConvert folders deliver even greater value.”
Riva is an advanced server-side CRM integration platform that supports all Exchange and GroupWise clients, including: Outlook, Outlook Web Access, Entourage for Mac, Mac Mail, GroupWise, BlackBerry, iPhone, Android and Windows Mobile devices. Riva gets installed once on a server – no plug-ins need to be installed, configured or managed on users’ desktops, laptops or mobile devices. Supported CRMs include Salesforce, Microsoft Dynamics CRM, Sugar, Oracle CRM On Demand, SageCRM, Saleslogix, NetSuite, info@hand, GoldMine and others.
For more information, visit www.rivacrmintegration.com or contact Omni at +1.780.423.4200.
About Omni Technology Solutions
Omni, The Integration Company, is the developer of Riva Integration Server, the world’s first server-side CRM synchronization solution for Salesforce, Microsoft Dynamics CRM, Sugar, Oracle CRM On Demand, SageCRM, Saleslogix, NetSuite, info@hand, GoldMine and other leading CRM systems. Riva overcomes the limitations of traditional Outlook CRM plug-ins that need to be installed, configured and managed on users’ desktops, laptops and mobile devices. www.rivacrmintegration.com
Director, Global Marketing
Omni Technology Solutions Inc.
The Integration Company
Prof. Andrea Kimpflinger