Riva Exchange Integration - Integrate your CRM system with Microsoft Exchange
What is Riva?
Riva Integration Server from Wizard Systems is an advanced CRM data integration platform for Microsoft Exchange, to integrate Exchange with popular CRM systems like GoldMine, Sage and NetSuite.
Riva integrates with all the best CRMs – Salesforce, Microsoft Dynamics CRM, Microsoft SharePoint, Oracle CRM On Demand, SugarCRM (all versions), Saleslogix, SageCRM, NetSuite and others. Riva supports integration to ALL versions of hosted and on-premise Microsoft Exchange and Novell GroupWise, including Microsoft Outlook; Outlook 2010, Outlook 2011 for Mac, Outlook Web Access; Microsoft Entourage for Mac; GroupWise; Apple Mail, Address Book, iCal; BlackBerry, iPhone and other ActiveSync mobile devices – NO plug-ins to install or manage!
Advanced CRM Integration
Take a quick look at the screenshot to the right. Riva provides sales and support staff with direct access to their CRM Contacts, Calendar and Cases directly from Outlook, Outlook for Mac, Outlook Web Access, Entourage, Mac Mail and mobile devices. Please note that the level of integration does depend on the CRM system you use. This diagram depicts what is available with GoldMine. We can also support automated Email Sharing from Exchange to your CRM!
Sync CRM Contacts with Exchange, GroupWise and Address Book (Mac OS X)
Need to sync CRM address book information? Riva delivers transparent, bi-directional synchronization of CRM accounts, contacts and leads (optional). This is just a fancy way to say that whether you add or update a contact in your CRM or in your email client, Riva will automatically sync the changes. And, if you do not want to sync all 5,000 of your contacts to your brand-new iPhone, Riva can be set to sync only recent contacts.
Sync CRM Calendar Information
Access your CRM appointments, tasks and phone calls from Outlook, Outlook 2011 for Mac, Outlook Web Access, Entourage, Mail, BlackBerry, iPhone or other ActiveSync smartphones. Appointments marked as “Private” will let your team know you’re busy, but not share any personal information. Riva allows you to sync all new CRM or Exchange calendar information or you can set the category for items to “CRM” and it will only sync those items.
As regards GoldMine CRM, please ensure you are on GoldMine Premium Edition version 9 or higher.