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How-Riva-Works
1.
Calendar Appointments Meetings Phone calls Email Tracking
to CRM Inbound/outbound email Email attachments CRM Contacts CRM contacts CRM person accounts CRM leads CRM Calendar CRM appointments CRM meetings CRM phone calls CRM Tasks Email Tracking to CRM Track emails to CRM contacts, accounts, opportunities, cases, and custom objects. CRM-specific Content CRM opportunities CRM cases CRM quotes CRM orders CRM projects CRM custom objects Address Book Contacts Contacts Leads Email Folders CRM opportunities CRM cases CRM quotes CRM orders CRM projects CRM custom objects Tasks BI-DIRECTIONAL SYNC Custom Fields Custom Fields ONE-WAY SYNC ONE-WAY SYNC What Riva Syncs* • Salesforce • Microsoft Dynamics CRM • Microsoft Dynamics NAV • SAP Cloud for Customer (C4C) • Oracle Sales Cloud • Oracle CRM On Demand • NetSuite • SugarCRM • Infor CRM (Saleslogix) • Sage CRM • SuiteCRM • GoldMine • 1CRM • InteleCRM • Microsoft Exchange Server • Office 365 • Exchange Online • Hosted Exchange • Gmail • IBM Notes and Domino • IBM Verse • IBM SmartCloud • Novell GroupWise Supported Email / Mobile Clients: • Outlook 2013, 2010, 2007, 2003 • Office 365 • Outlook Web App (OWA) • Outlook on Citrix • Outlook on Terminal Server • Outlook for Mac • Gmail • Apple Mail (Mac OS X) • Entourage for Mac • IBM Notes (Windows, Mac, Citrix) • IBM Verse and IBM iNotes • IBM Notes Traveler devices • Novell GroupWise • iPad, iPhone, iPod touch • Android smartphones / tablets • BlackBerry smartphones / tablets • Windows Mobile smartphones / tablets • Good Technology, MobileIron, CipherCloud • And others... TM Cloud or On-Premise Cloud or On-Premise CRM System Cloud or On-Premise Email System Supports SSLSupports SSL Connects via Native API Connects via Web Services * May vary by Riva edition and CRM / email system. Professional services required to sync custom fields / objects. Contact us to discuss your sync requirements. Riva CRM Integration Advanced, server-to-server integration for CRM and email systems
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