Sage CRM Integration
Server-side Sage CRM integration – NO plug-ins required
Riva delivers seamless Sage CRM data integration for Microsoft Exchange, Office 365, IBM Notes and Domino, and Novell GroupWise. Unlike standard Outlook plugins for synchronizing data, Riva gets installed only once on a server.
Because Riva syncs Sage CRM directly to the email server on the back end, Riva syncs Sage CRM information to all email clients and mobile devices, including: Microsoft Outlook (all editions), Outlook Web App (OWA), Outlook for Mac, Outlook on Citrix and Terminal Server, Apple Mail, IBM Notes (Lotus Notes), and Novell GroupWise. Plus, Riva delivers built-in mobile CRM integration for iPad, iPhone, Android, BlackBerry, Windows Phone, and Microsoft Surface devices.
What gets synchronized
Riva syncs contacts, calendars, tasks, email, opportunities, cases, custom fields, and custom objects. Track emails against Sage CRM accounts and contacts. Plus, convert emails into opportunities, cases, or custom objects. Riva provides seamless access to CRM data from your preferred email client or mobile devices.
Riva SmartConvert – Reduce manual data entry in Sage CRM
Riva SmartConvert reduces manual CRM data entry by automating the creation of Sage CRM opportunities, cases, quotes, accounts and contacts. Simply copy-and-drag emails into the appropriate Riva SmartConvert Drop Folder in your email client (e.g., “Create New Opportunity”) – and let Riva works its magic! Customers report that Riva SmartConvert saves their sales and support staff up to 60 minutes per day.
Supported mobile devices
Riva delivers built-in mobile CRM integration for iPad, iPhone, Android, BlackBerry, Windows Phone, and Microsoft Surface tablets and smartphones.