Marketo Summit: Riva introduces new CRM and email integration options for Marketo
Looking for a way to sync Marketo to your CRM? Need to sync Salesforce and other leading CRMs to Exchange, Office 365, IBM Notes, and GroupWise? Riva can help.
With Riva, there are no client-side Outlook or IBM Notes plug-ins to install, configure, manage, or fix. Riva is trusted by over 800 companies, including 20 Fortune 500 customers, 10 major banks, and numerous Global 1000 companies.
Riva works with half of the CRM vendors listed in the Gartner Magic Quadrant for Sales Force Automation, including: Salesforce.com, Microsoft, Oracle, NetSuite, SugarCRM, Sage, Saleslogix (Swiftpage), GoldMine (FrontRange), and others. We are also currently evaluating partnership opportunities with SAP.
Whether your marketing or sales staff are using PCs, Macs, or mobile devices (iPad, iPhone, Android, BlackBerry, or Windows Phone devices), Riva’s got you covered. We support all Exchange, IBM Notes, and GroupWise email applications and mobile devices.
What Riva syncs between CRM and email systems
Riva syncs everything you’d expect – contacts, calendars, tasks, email – and much more. For example,
Riva also delivers advanced integration and interoperability for CRM objects such as opportunities, cases,
quotes, projects, and contracts (varies by CRM). And, we can configure Riva to sync custom fields,
custom objects, and custom categories.
Plus, Riva pioneered several other innovative features that reduce manual data entry and drive sales productivity – things like SmartConvert (convert emails into CRM opportunities and cases), AssignTo (track emails not only against CRM accounts and contacts but also opportunities, cases, and custom objects), and SmartCreate (automatically create contacts and accounts from emails).
What Riva syncs between Marketo and CRM/email systems
- Contacts and leads
Riva can be configured to update CRM contacts from Marketo based on matching the email address. You can choose whether Marketo or your CRM will be the master. For example, Riva can be configured to back-update the matched Marketo contact with the values in the CRM (if CRM is set to be the master).
- Marketo lead nurturing data
Riva syncs Marketo contact lead scores and history to CRM contacts. We can also configure Riva to sync the individual and accumulated Marketo contact lead scores and history to the related CRM accounts. For contact and lead synchronization from Marketo to CRM, Riva will match the first contact/lead based on email address. For contact and lead sync from CRM to Marketo, Marketo controls the matching.
- CRM opportunities
Riva provides a one-way sync of CRM opportunity data to Marketo. We sync the following opportunity fields: opportunity name, account name, type, lead source, amount, close date, sales stage, creation date, close date, description, and status. Note that there are some Marketo fields that don’t exist by default in some CRM systems. If you would like to sync these fields to CRM, custom fields will need to be added to your CRM.
This is where Riva shines. As long as we have the individual user registration codes, Riva can sync email information from Exchange, Office 365, IBM Notes, and GroupWise to CRM. And then, from CRM to Marketo for all supported email systems, email clients, and mobile devices, including: Outlook, Outlook Web App, Outlook for Mac, Apple Mail, IBM Notes, GroupWise, iPad, iPhone, Android, BlackBerry, and Windows Phone devices.
- Marketo programs (Coming soon)
For CRM systems that include a Campaign, Program or related Marketing object, Riva will sync the relevant campaign and program fields. For example, Riva can be configured to sync campaign names, dates, amounts, IDs, notes, roles, and other field values.
Contact us at 408.675.5015 to discuss your integration requirements. Free 15-day trials are available of Riva Cloud and Riva On-Premise. Volume pricing for 30+ users.
Riva – The Leader in CRM and Email Integration