Configuring Riva CRM Desktop Edition is as simple as providing your login information for GroupWise and your CRM account.

Riva provides transparent, bi-directional synchronisation of address books (accounts and contacts), tasks and phone calls. CRM opportunities, quotes and cases are available in your GroupWise client. This screen shows the synchronisation process between CRM and GroupWise.

CRM accounts and conatcts you can view in the CRM are synchronised to your GroupWise address book. Contacts associated to accounts in the CRM become accounts associated to organizations in GroupWise. Changes made in GroupWise are synchronised to the CRM and vice versa.

CRM opportunities, quotes and cases are available to be viewed in GroupWise. Custom fields are added for each CRM type. Opportunity information includes name, amount, sales stage and probability.

Opportunities, quotes and cases can be sorted and viewed by Subject, Amount, Sales Stage and Date. Opening an entry brings up the details. In this screen, you see the opportunities folder sorted and separated by "Sales Stage".

The Riva CRM ConnectBar allows you to Review, Edit or Delete an opportunity, quote or case directly from within the GroupWise client. When you select Review, Edit or Delete, the ConnectBar brings up the opportunity, quote or case and allows you to manage it immediately. A future version will implement a "Local Edit" option that will allow you to edit opportunities, quotes and cases in disconnected mode.