Sync CRM with Outlook

Server-side CRM integration – NO plug-ins required

Riva Integration Server from Omni is an advanced CRM data integration platform for Microsoft Exchange. Unlike standard Outlook CRM plug-ins for synchronizing data, Riva gets installed only once on a server.

Riva integrates with all Microsoft Exchange clients, including: Outlook, Outlook Web Access, Outlook 2011 for Mac, Microsoft Entourage for Mac, the native Mac apps on your Mac, iPad and iPhone (Mail, iCal, Address Book), Blackberry devices and Exchange ActiveSync mobile devices.

Supported CRM Systems

What gets synchronized

Riva delivers transparent, bi-directional synchronization of CRM address book data (accounts, contacts, leads) and calendar information (appointments, meetings, tasks, phone calls) with Outlook, Outlook Web Access, Outlook 2011 for Mac, Entourage and Mac Mail. You can decide whether you prefer to work in the CRM or Outlook. Riva will keep both systems synched and up to date (see #1 in the diagram below).

Riva automates the process of archiving email in Outlook to your CRM (see #2 in the diagram). Simply copy and drag emails to the “Create New Email” folder in Outlook and Riva will automatically archive the email against the appropriate account and contact(s). If these items do not exist, Riva will automatically create the account, contact(s) and assign the email to them. Learn more about Riva AssignTo Drop Folders.

Riva goes beyond basic CRM contact and calendar synchronization in Outlook and synchs CRM opportunities, cases and quotes (see #3 in the diagram). Imagine being able to review your CRM opportunities and support cases in Outlook, Outlook Web Access or your mobile device in connected or disconnected modes (view Screenshots).

Supported Mobile Devices