Sync CRM to iPad – Configure sync

In Settings > Mail, Contacts, Calendars, you need to activate mail, contact and calendar synchronization by moving the slider to “On” and selecting the mail days to sync and mail folders to push.

Sync CRM to iPad – Mail folders to push

Select which folders to push on your iPad in Settings > Mail, Contacts, Calendars.

Sync CRM to iPad – CRM opportunities, cases and quotes

Riva enables iPad users to view and manage their CRM opportunities, cases, quotes, projects and other custom CRM modules directly from their iPad Inbox. This screenshot demonstrates the Riva ConnectBar and CRM opportunity summary information. Click the “Review” or “Edit” buttons to automatically open the opportunity in the CRM to make updates.

Sync CRM to iPad – Inbox view

Riva transparently and automatically syncs CRM accounts, contacts, leads, appointments, meetings, phone calls, tasks and more to the iPad’s native address book and calendar. Use Riva SmartConvert and AssignTo Folders to automate CRM data creation and to quickly and easily archive emails against CRM contacts, accounts, opportunities, cases, quotes and projects.

Sync CRM to iPad – Calendar data

Riva syncs CRM appointments, meetings, phone calls and tasks to the iPad’s native address book. You have the option to add new calendar information on your iPad or in your CRM and the Riva will synchronize all changes.

Sync CRM to iPad – Contacts

Access all of your CRM contacts and accounts from your iPad’s native address book. Riva will sync address book changes made in your CRM or on your iPad automatically.

Sync CRM to iPad – Account set-up

Set up your email account information on your iPad by going to the “Settings” menu and selecting “Mail, Contacts, Calendar.” If Riva is enabled against your Exchange account, Riva will automatically sync address book and calendar information between your CRM and iPad. You will also be able to view and manage your CRM opportunities, cases, quotes, projects and other custom modules on your iPad.

Sync CRM to iPhone – Riva AssignTo Folders

Use Riva AssignTo Folders on your iPhone to automatically archive emails in your Inbox against CRM accounts, contacts, opportunities, cases, quotes, projects and other custom modules.

Sync CRM to iPhone – Calendar appointments

Use Riva to sync CRM and iPhone appointments, tasks, meetings, phone calls and tasks.

Sync CRM to iPhone – Contacts

Riva syncs CRM contacts to your native iPhone address book. Update contacts or add new contacts on your iPhone or in your CRM and Riva will automatically synchronize the changes.

Sync CRM to iPhone – Inbox view

In this screenshot, you can see that Riva adds a new CRM folder and related sub-folders. CRM address book and calendar data are synchronized to the native address book and calendar on your iPhone. You can view CRM opportunities, cases and quotes by selecting the appropriate CRM sub-folder.

Sync CRM to iPhone – Days to sync

For example, users can set the days to sync to one month or a shorter interval if they wish.

Sync CRM to iPhone – Synchronization options

On your iPhone, you will need to set the “Days to Sync” and “Folders to Push.”

Sync CRM to iPhone – Contact set-up

During set-up, you will be asked what to do with the existing contacts and calendar information.

Sync CRM to iPhone – Set-up

Set up your Exchange email account information on your iPhone. Go to Settings > Mail, Contacts, Calendar.

Riva CRM Integration – GroupWise and Salesforce address books

Riva Integration Server provides transparent, server-side CRM integration for Novell GroupWise systems. CRM accounts and conatcts you can view in the CRM are synchronised to your GroupWise address book. Contacts associated to accounts in the CRM become accounts associated to organizations in GroupWise. Changes made in GroupWise are synchronised to the CRM and vice versa.

Riva CRM Integration – Outlook address book

Riva Integration Server allows you to access your entire CRM address book from within Outlook. CRM address book items (accounts, contacts, leads) can be identified by category type associated with them. In this case, they have been synchronised from MS CRM. The synchronisation is bi-directional so changes made in Outlook or the CRM will be synchronised. When you compose an email, the To:, CC: and BCC: fields can be set to auto-fill even if the contact is from your CRM.

Riva CRM Integration – Outlook calendar

Access all your CRM calendar items from Outlook such as meetings, appointments, phone calls and tasks. To synchronise calendar items created in Outlook to your CRM, create the item normally and set the category type to your CRM. In this case, the yellow calendar items are transparently synchronised from the CRM.

Riva CRM Integration – CRM opportunities, cases and quotes in Outlook

Riva Integration Server delivers advanced interoperability for CRM systems. For example, users can access all opportunities, quotes and support cases assigned to them in the CRM. This is a real time-saver. Sort your opportunities in Outlook based on customer name, probability of closing, close date, amount and more. When you click on an item to view its full details, the Riva ConnectBar provides the option to review, edit or delete the item directly in the CRM.

Riva CRM Integration – Entourage address book

Access your full CRM address book (all accounts, contacts and leads that are visible to you in your CRM) directly from Microsoft Entourage 2008 for Mac. Riva Integration Server allows you to view and modify CRM accounts, contacts and leads directly from your Entourage contact list. To sync an existing Entourage contact up to your CRM, simply assign the CRM category to the item. Riva takes care of the synchronisation.

Riva CRM Integration – Entourage calendar

Riva Integration Server provides bi-directional synchronisation of Entourage and CRM calendar items (appointments, meetings, tasks and phone calls).

Riva CRM Integration – Entourage tasks

Access a consolidated view of your Entourage and CRM tasks. All you have to do is make sure you have assigned the “CRM” category to each To Do item you would like to sync to the CRM. The sync is bi-directional, so if you update a task in the CRM or Entourage, the update will be reflected in both applications.

Riva CRM Integration – CRM opportunities, cases and quotes in Entourage

Another one of Riva’s advanced options is to automatically add a folder in Entourage to view and manage CRM opportunities, cases and quotes. By clicking on the folder, you will see all opportunities, cases and quotes that have been assigned to your account in the CRM. Click on the Riva ConnectBar “Review” or “Edit” buttons and the Riva ConnectBar automatically opens the record in the CRM for you to review or edit. You don’t need to manually open the CRM, click the Opportunities tab, search for the opportunity, click to open it, click to edit it, etc.

Riva CRM Integration – SmartConvert Drop Folders

Riva Integration Server delivers advanced interoperability for CRM systems. Users can automatically create CRM opportunities, cases, quotes and accounts by copying an email into the appropriate Riva SmartConvert Drop Folder. This is a Riva feature that will increase CRM adoption, get more valuable information into your CRM, and save five minutes for every CRM opportunity, quote or case created.

Riva CRM Integration – GroupWise and SugarCRM calendars

Keep your GroupWise and CRM calendars up to date with Riva Integration Server. Update an appointment in your CRM or GroupWise email client, and Riva will automatically sync the change to the other system.

Riva CRM Integration – Mac Mail tasks

Access a consolidated view of your Mac Mail and CRM tasks. All you have to do is make sure you have assigned the “CRM” category to each To Do item you would like to sync to the CRM. The sync is bi-directional, so if you update a task in the CRM or Mac Mail, the update will be reflected in both applications.

Riva CRM Integration – Opportunities, cases and quotes in Mac Mail

Use Riva to synchronize all of your CRM opportunities, cases and quotes to Mac Mail in Mac OS 10.6 (Snow Leopard). Click on an opportunity to view a summary. Use the Riva ConnectBar to link directly to the CRM opportunity without any manual searching.

Riva CRM Integration – SmartConvert Drop Folders in Mac Mail

Riva enables Mac OS 10.6 (Snow Leopard) users to automatically create CRM opportunities by copying (Opt+drag) emails into the Create New Opportunity folder. This will automatically create the related CRM account, contact and opportunity and assign the email to the opportunity. Riva SmartConvert can also be used to automate the creation of CRM cases and quotes using the same process. (Requires hosted or on-premise Exchange account).

Riva CRM Integration – Mac address book

Given Mac Snow Leopard’s native compatibility with Microsoft Exchange, Riva can allow Mac users to synchronize CRM accounts, contacts and leads to the native Mac Address Book.

Riva CRM Integration – iCal

Access Exchange calendar items from iCal in Mac OS 10.6 (Snow Leopard).

Riva CRM Integration – CRM opportunities, cases and quotes in GroupWise

CRM opportunities, quotes and cases are available to be viewed in GroupWise. Custom fields are added for each CRM type. Opportunity information includes name, amount, sales stage and probability.

Riva CRM Integration – SmartConvert emails into MS CRM opportunities, cases or quotes

Automatically convert a GroupWise email into a CRM opportunity, case or quote. Simply drag-and-drop the email into the appropriate Riva SmartConvert Drop Folder and presto! Riva will work its magic.

Riva CRM Integration – Riva Connect Bar to view CRM opportunities in GroupWise

The Riva ConnectBar allows you to Review, Edit or Delete an opportunity, quote or case directly from within the GroupWise client. When you select Review, Edit or Delete, the ConnectBar brings up the opportunity, quote or case and allows you to manage it immediately. A future version will implement a “Local Edit” option that will allow you to edit opportunities, quotes and cases in disconnected mode.