Advanced Features

Riva SmartConvert Folders | Riva AssignTo Folders | Riva ConnectBar

Riva SmartConvert – Convert emails into CRM opportunities, cases and quotes

Would you like to reduce the amount of time you spend manually entering CRM data? The average salesperson takes 5 to 7 minutes to enter every single CRM opportunity.

Riva SmartConvert Folders help convert this wasted time into strategic selling time? Simply copy-and-drag an email into the appropriate SmartConvert Folder – and let Riva works its magic! You can use this strategy to automate the creation of CRM opportunities, cases and quotes.

Once you get over the initial excitement of basic address book and calendar synchronization, we’re sure Riva SmartConver will become your new best friend. In the Entourage screenshot below, a user copies a support-related email into the “Create New Case” folder (see Videos).

If Riva SmartConvert and AssignTo Folders shave off even 30 seconds per email on 50 emails per day, this translates to 104 saved hours per year (or 13 extra days of selling per salesperson). And, don’t forget the sales impact of having better information in your CRM, improved CRM user adoption and satisfaction, and lower management and support costs.

– Travis Doherty, Lead Implementation Manager, GWAVA

What happens behind the scenes: Riva will check to see if the company and contact(s) already exist in the CRM based on the domain name and email addresses. If they don’t, Riva will automatically create them. Next, Riva will create a new opportunity using the email Subject line as the Opportunity Name. It will archive the email, sync the opportunity back down to email client.

Riva AssignTo Folders – Archive emails to your CRM

Archive emails to your CRM by copying emails into one of the following Riva AssignTo Drop Folders:

• Create new email: This is the best option to use when the company and contact(s) do not exist in your CRM. Riva will automatically create the associate account, contacts (from the From:, CC: and BCC: fields) and assign the email to them.
• Assign to opportunity: To archive an email against an opportunity, simply copy-and-drag the email to the appropriate Assign To > Opportunity folder.
• Assign to case: Some mobile support staff like the ability to use Riva AssignTo Folders to archive support email to CRM support incidents on their mobile phone.
• Assign to quote: The same process as describe above applies (see Videos).

Riva ConnectBar – Smart link to CRM from Outlook and other Exchange clients

When you click on a CRM opportunity, case, quote or project in your Exchange mail client, Riva will enable you to view an email summary of the CRM information. For example, Riva displays the account name, revenue, estimated close date, probability, rating and description information related to a CRM opportunity in Outlook.

If you want to review or edit the CRM opportunity, case, quote or project, click the appropriate button in the Riva ConnectBar. Riva will automatically open the CRM opportunity, case, quote or project in the view or edit mode (depending on which link is clicked in the Riva ConnectBar).