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Riva Live - Public Beta
Riva Live is the quickest and easiest way for you to start enjoying the benefits of transparent, server-side integration for Microsoft Exchange, Novell GroupWise and over 12 leading CRMs – NO plug-ins required.
Introduction to Riva Live - SaaS Cloud Edition
Riva Live is the quickest and easiest way for you to test Riva and start enjoying the benefits of transparent, server-side integration for Microsoft Exchange, Novell GroupWise and the leading CRMs – NO plug-ins required.
A Riva Live account provides you with test access to Riva for a 15-day trial period. After you have tested Riva to your satisfaction, you can choose to deploy Riva on your premises or you can purchase a one-year hosted subscription.
IMPORTANT NOTE: Do NOT use Riva Live to synchronise contacts or calendar events if you have used the Outlook plug-in or manually created CRM calendar or contact items in Exchange. If you have previously used Outlook plug-ins or have manually synchronised data to your CRM, you will need to review pages 3 and 4 of the Riva Integration Server Guide to ensure duplicate entries are not created.
How to Get Started with Riva Live
Step One: Register for a Test Account
- Please note that while Riva Live is in beta, you will need to accept the internally generated SSL certificate. Riva Live will be moved to the cloud with a registered SSL certificate when we have completed beta testing. Connect to https://riva.omni-ts.com and register your email address. An account will be created and the password will be sent to you by email.
Step Two: Configure your Connection Information
- Login to your Riva Account.
- Select the icon to configure your CRM.
- Select the icon to configure your email account.
- If you choose the option to use the Outlook Anywhere configuration option, you will receive an eamil within four business hours that confirms that your connection has been properly configured.
- If you are able to use the standard Outlook connection option, you will be able to continue your configuration immediately.
Step Three: Configure your Configuration Policy
- This step allows you to configure your synchronisation policy. You can configure the sync interval, category and folder names and SmartConvert, AssignTo and ConnectBar options.
What Riva Synchronises
Riva Live delivers transparent, server-side synchronisation of address book data (accounts, contacts, leads), calendar information (meetings, calls, tasks, appointments) and CRM opportunities, CRM cases and CRM quotes.
Riva Live runs in the cloud on a hosted server. Riva is compatible with hosted and on-premise Exchange and CRM systems. Riva Hosted Edition is available for the following supported CRMs – Salesforce, Microsoft Dynamics CRM / NAV, SharePoint, Oracle CRM On Demand, SugarCRM, SAP CRM, SageCRM, Saleslogix, info@hand, intelecrm and others. There are no Outlook plug-ins to install, configure or maintain on users' desktops or laptops and no applications to install on your mobile devices.
Riva Live enables provides full support for your mobile Exchange or GroupWise clients. It supports Microsoft Entourage for Mac (Web Services Edition), the native Mac OS X Snow Leopard applications, Outlook Web Access and all Novell GroupWise clients.
The First Cloud-based, Cross-platform, Server-side CRM Integration Platform
| Server-side Integration – Riva Live delivers server-side, transparent, enterprise-level integration and interoperability between the leading CRMs, Microsoft Exchange and Novell GroupWise. Riva runs in the cloud with three different versions: Lite, Standard and Premium. |
Yes |
| Multi-platform Support – Riva Live synchronises CRM calendar, address book and sales/support data across all Exchange and GroupWise mail clients – Outlook, Outlook WebAccess, Microsoft Entourage for Mac, Snow Leapord native iCal, Address Book and Mac Mail, ActiveSync, BES, IMAP and all GroupWise clients. |
Yes |
| Core CRM Integration – Synchronize CRM calendar items (appointments, phone calls, tasks, notes) and address books (contacts, leads, accounts) to Exchange or GroupWise. The synchronization is transparent to end users. |
Yes |
Advanced CRM Integration and Interoperability – Riva delivers advanced integration and interoperability capabilities for CRM systems and Exchange/Outlook and GroupWise. Riva allows users to quickly and easily view CRM opportunities directly from their email client and archive emails to CRM accounts or opportunities from Outlook or GroupWise.
Riva Live enables users to use Riva SmartConvert Drop Folders to automatically convert emails into CRM opportunities, quotes, cases or accounts. 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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