Sync CRM to iPhone
Getting started – Riva CRM Integration for iPhone
Need to sync CRM contact and calendar information to the native address book and calendar applications on your iPhone? Riva delivers server-side synchronization of CRM accounts, contacts, leads, appointments, meetings, phone calls, tasks, opportunities, cases, quotes and custom CRM objects to the iPhone. Take advantage of the iPhone’s native functionality and interactivity.
With Riva, there are no additional CRM plug-ins or mobile applications to install on your iPhone for the synchronization to occur. Riva is compatible with all the leading CRM systems – Salesforce, Microsoft Dynamics CRM, Sugar, Oracle CRM On Demand, NetSuite, SageCRM, Sage SalesLogix, GoldMine and others. You will need either an on-premise or hosted Microsoft Exchange or Novell GroupWise systems to get started.
Prior to working through the steps below, you will need to install and configure Riva Integration Server (or set up a Riva Live account). Please refer to the Riva Documentation and Videos section for more information.
How to set up your Exchange or GroupWise email account on the iPad
Step 1: Set up your Exchange or GroupWise email account on your iPhone by going to Settings > Mail, Contacts, Calendar. You will need to enter your email account, server domain, username and password. Riva is compatible with SSL to keep your communications and CRM information secure on the iPhone.
Step 2: During the set-up process, you will be asked whether to keep or delete your existing contact and calendar information.
Step 3: Next, you need to configure mail days to sync and mail folders to push.
Step 4: Select the number of mail days to sync. Here, we’ve selected a 1-month time frame.
Step 5: Now, you will need to select the CRM-related folders you would like to push to the iPhone. Salespeople who do not work with Cases or Quotes can leave those folders unchecked.
Sync CRM contacts to the iPhone address book
Riva automatically syncs CRM contacts, accounts and leads to your iPhone’s native address book. This allows you to take advantage of the iPhone’s native functionality and interactivity.
Sync CRM calendar data to the iPhone calendar
Riva syncs CRM appointments, meetings, phone calls and tasks to the iPhone’s native calendar application. Create new appointments or modify existing calendar items on your iPhone and they will be synchronized to your CRM (or vice versa).
Manage CRM opportunities, cases and quotes directly from your mobile device
Riva goes beyond CRM plug-ins for iPhone by allowing you to view and manage your CRM opportunities, cases and quotes directly from the iPhone in connected or disconnected modes. Select the “Opportunities” folder on your iPhone to see a full list of your CRM opportunities. Select a specific opportunity to see an email summary of the opportunity.
Riva SmartConvert and AssignTo Folders on your iPhone
Riva introduces powerful automation features that reduce manual data entry and give salespeople more strategic selling time. Use Riva AssignTo Folders to archive emails against CRM accounts, contacts, opportunities, cases or quotes. Move (copy) emails into the “Create New Opportunity” folder and Riva will automatically create the account, contact(s) and opportunity in the CRM and sync the information back down to your iPhone. Riva SmartConvert saves salespeople 5-7 minutes per converted email.
Need assistance? Please contact us via email or phone at +1 780.423.4200 if we can assist you with any technical questions or price quotes for your environment.
Supported mobile devices (click logo)
Riva syncs CRM accounts, contacts, leads, appointments, meetings, phone calls, tasks, opportunities, cases, quotes and other custom CRM objects to any Exchange ActiveSync (EAS) device that communicates with Exchange or GroupWise. These mobile devices and smartphones include BlackBerry, iPhone, iPad, Windows Phone, Android, Nokia, Palm, Sony Ericsson, LG and others.