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.
Need assistance? Please contact us via email or phone at +1 780.423.4200 if we can assist you with any Outlook CRM sync questions or price quotes for your environment.
Supported CRM Systems
Riva overcomes the limitations of legacy Outlook plug-ins for all the best CRMs – Salesforce, Microsoft CRM, SharePoint, Oracle CRM, SugarCRM, SageCRM, NetSuite and others.
Riva gets installed once on a server – no more plug-ins to install, configure or maintain. Sync recurring appointments and custom Outlook and CRM fields. Reduce manual data entry with Riva’s advanced CRM integration features.
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
Companies can use Riva and Exchange ActiveSync to deliver mobile CRM access for executives, sales and support staff. Exchange ActiveSync devices include the iPhone from Apple and certain Android smartphones from Google. If you are running BlackBerry Enterprise Server (BES), Riva will sync address book, calendar, sales and support data to your BlackBerry devices.