Need to sync NetSuite CRM to Exchange? Well, you’re in luck.
Visit Booth G125 at NetSuite SuiteWorld 2012 to learn more about Riva.
What’s the first question that comes up after you install NetSuite CRM?
Chances are, it’s “How do we sync NetSuite CRM to Outlook and our mobile devices?”
NetSuite offers a nice Outlook plugin. Definitely a good place to start. And, Riva provides additional choice with its Exchange integration for NetSuite CRM.
Whether you’re using hosted or on-premise Exchange 2010, 2007 or 2003 systems (including Office 365), Riva has you covered.
Ideal for mixed PC, Mac and mobile environments
Customers typically purchase Riva because they need to sync NetSuite CRM to mixed PC, Mac and mobile environments. Riva provides them with the flexibility to sync NetSuite CRM to all Exchange mail apps and mobile devices, including: Outlook 2010, Outlook Web Access, Outlook 2011 for Mac, Entourage, Apple Mail, iPad, iPhone, Android and BlackBerry smartphones and tablets.
And, because Riva provides server-to-server integration, there are no Outlook plugins that need to be installed, configured or managed at the desktop level. A nice time-saver for admins who manage a large number of CRM users.
Sync contacts, calendar events, tasks, email and more…
Riva enables NetSuite CRM customers to reliably sync the basics – contacts, leads, calendar events, tasks and email. Plus, Riva can be configured to sync opportunities, cases, recurring appointments, multi-day events, custom fields and custom objects.
Email-to-opportunity and email-to-case conversion
Riva also offers some nice automation features.
For example, how long does it take to add a new opportunity or case in NetSuite CRM? If you guessed approximately 5-7 minutes, you’re right. You need to manually create the account, create the contact, create the opportunity, and log the email.
With Riva SmartConvert Folders, you can automate the process by converting emails into opportunities and cases. Simply copy emails into the “Create New Opportunity” (or “Create New Case”) folder that appears in Outlook and let Riva work its magic. (This feature is particularly helpful for sales reps who manage several new opportunities a day.)
See a Riva demo at NetSuite SuiteWorld 2012
We invite you to visit the Riva Booth (G125) at NetSuite SuiteWorld 2012 to learn more. We’re a Gold Sponsor of the event. And we’ll be presenting a session called, “Sync NetSuite CRM to Exchange.”
The event runs from May 14-17th at the magnificent San Francisco Marriott Marquis.
NetSuite expects to have over 3,000 attendees at the event, more than 100 NetSuite sessions, and a NetSuite Expo that features over 70 partner solutions – including the debut of Riva On-Premise and Riva Cloud for NetSuite CRM and Exchange.