"We have recently implemented intelecrm and the Riva product has made the hook into Outlook a breeze." -John Wigginton, Multi-Media Audio Visual
Integrate intelecrm with Outlook on the server side.
intelecrm™ Integration for Microsoft Exchange™ on the Server Side Provided by Riva™
Riva provides quick-and-easy access to view, edit and manage intelecrm opportunities, quotes and support cases directly from Outlook. The tool provides transparent, bi-directional synchronization of business-critical sales and support data. This means users can work either in Outlook™ or intelecrm – it’s their choice.
Installation is simple. Riva is installed once on the server and it’s ready for continues synchronizations between intelecrm and Outlook. There are no Outlook plug-ins to install or support on either client.
With Riva, the days of manually cutting and pasting information between Outlook and intelecrm are over.
The First Multi-client, Cross-platform, Server-side CRM Integration Platform
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Server-side Integration – Riva delivers server-side, transparent, enterprise-level integration and interoperability between intelecrm and Exchange. Install Riva once at the server level and create policies that control which users' accounts will be synchronized.
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Yes
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Multi-platform Support – Riva synchronizes the intelecrm calendar, address book and CRM data across all Exchange mail clients – Outlook, Outlook WebAccess, Microsoft Entourage for Mac, ActiveSync, BES, IMAP. All versions and editions of intelecrm are supported.
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Yes
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Core CRM Integration – Synchronize intelecrm calendar items (appointments, phone calls, tasks, notes) and address books (contacts, leads, accounts) to Exchange. The synchronization is transparent to end users and occurs at scheduled intervals.
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Yes
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Advanced CRM Integration and Interoperability – Riva delivers advanced integration and interoperability capabilities for intelecrm and Exchange/Outlook. Riva allows users to quickly and easily archive email to intelecrm opportunities directly from their email client.
Use Riva SmartConvert Drop Folders to automatically convert an email into a CRM opportunity, quote, case or account. Riva synchronizes native CRM information to your mail client so you can sort and view your opportunities, cases and quotes directly from your email client.
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Yes
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Click above to view screenshots |
Take the Next Steps: Learn More about Riva and intelecrm
