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Riva Integration Server - Service Monitor

Riva Integration Server gets installed once on a server and delivers transparent, server-side CRM integration of address books (accounts, contacts, leads), calendars (appointments, meetings, tasks, phone calls) and CRM-specific information (opportunities, cases, quotes) for all Microsoft Exchange and Novell GroupWise email clients. This includes Microsoft Outlook, Outlook Web Access, Microsoft Entourage for Mac, ActiveSync mobile devices, BES, IMAP and GroupWise. Below is a screenshot of the Riva Service Monitor that shows the CRM synchronisation.
Riva Integration Server - Service Monitor

CRM Integration - Microsoft Outlook - Inbox

Quickly and easily copy emails over to one of the Riva SmartConvert Drop Folders to automatically convert an email into a CRM opportunity, case or quote. The same process applies to archiving or assigning emails to existing CRM opportunities, cases and quotes.
CRM Integration - Microsoft Outlook - Inbox

CRM Integration - Microsoft Outlook - Address Book

Riva Integration Server allows you to access your entire CRM address book from within Outlook. CRM address book items (accounts, contacts, leads) can be identified by category type associated with them. In this case, they have been synchronised from MS CRM. The synchronisation is bi-directional so changes made in Outlook or the CRM will be synchronised. When you compose an email, the To:, CC: and BCC: fields can be set to auto-fill even if the contact is from your CRM.
CRM Integration - Microsoft Outlook - Address Book

CRM Integration - Microsoft Outlook - Calendar

Access all your CRM calendar items from Outlook such as meetings, appointments, phone calls and tasks. To synchronise calendar items created in Outlook to your CRM, create the item normally and set the category type to your CRM. In this case, the yellow calendar items are transparently synchronised from the CRM.
CRM Integration - Microsoft Outlook - Calendar

CRM Integration - Microsoft Outlook - Opportunities, Quotes and Cases

Riva Integration Server delivers advanced interoperability for CRM systems. For example, users can access all opportunities, quotes and support cases assigned to them in the CRM. This is a real time-saver. Sort your opportunities in Outlook based on customer name, probability of closing, close date, amount and more. When you click on an item to view its full details, the Riva ConnectBar provides the option to review, edit or delete the item directly in the CRM.
CRM Integration - Microsoft Outlook - Opportunities, Quotes and Cases

CRM Integration - Microsoft Entourage 2008 for Mac - Address Book

Access your full CRM address book (all accounts, contacts and leads that are visible to you in your CRM) directly from Microsoft Entourage 2008 for Mac. Riva Integration Server allows you to view and modify CRM accounts, contacts and leads directly from your Entourage contact list. To sync an existing Entourage contact up to your CRM, simply assign the CRM category to the item. Riva takes care of the synchronisation.
CRM Integration - Microsoft Entourage 2008 for Mac - Address Book

CRM Integration - Microsoft Entourage 2008 for Mac - Calendar

Riva Integration Server provides bi-directional synchronisation of Entourage and CRM calendar items (appointments, meetings, tasks and phone calls).
CRM Integration - Microsoft Entourage 2008 for Mac - Calendar

CRM Integration - Microsoft Entourage 2008 for Mac - Tasks

Access a consolidated view of your Entourage and CRM tasks. All you have to do is make sure you have assigned the "CRM" category to each To Do item you would like to sync to the CRM. The sync is bi-directional, so if you update a task in the CRM or Entourage, the update will be reflected in both applications.
CRM Integration - Microsoft Entourage 2008 for Mac - Tasks

CRM Integration - Microsoft Entourage 2008 for Mac - CRM Opportunities, Cases and Quotes

Another one of Riva's advanced options is to automatically add a folder in Entourage to view and manage CRM opportunities, cases and quotes. By clicking on the folder, you will see all opportunities, cases and quotes that have been assigned to your account in the CRM. Click on the Riva ConnectBar "Review" or "Edit" buttons and the Riva ConnectBar automatically opens the record in the CRM for you to review or edit. You don't need to manually open the CRM, click the Opportunities tab, search for the opportunity, click to open it, click to edit it, etc.
CRM Integration - Microsoft Entourage 2008 for Mac - CRM Opportunities, Cases and Quotes

CRM Integration - Microsoft Entourage 2008 for Mac - Riva SmartConvert Drop Folders

Riva Integration Server delivers advanced interoperability for CRM systems. Users can automatically create CRM opportunities, cases, quotes and accounts by copying an email into the appropriate Riva SmartConvert Drop Folder. This is a Riva feature that will increase CRM adoption, get more valuable into your CRM, and save five minutes for every CRM opportunity, quote or case created.
CRM Integration - Microsoft Entourage 2008 for Mac - Riva SmartConvert Drop Folders

CRM Integration - Mac OS 10.6 Snow Leopard - Address Book

Given Mac Snow Leopard's native compatibility with Microsoft Exchange, Riva can allow Mac users to synchronize CRM accounts, contacts and leads to the native Mac Address Book.
CRM Integration - Mac OS 10.6 Snow Leopard - Address Book

CRM Integration - Mac OS 10.6 Snow Leopard - Calendar

Access Exchange calendar items from iCal in Mac OS 10.6 (Snow Leopard).
CRM Integration - Mac OS 10.6 Snow Leopard - Calendar

CRM Integration - Mac OS 10.6 Snow Leopard - Tasks

Access a consolidated view of your Entourage and CRM tasks. All you have to do is make sure you have assigned the "CRM" category to each To Do item you would like to sync to the CRM. The sync is bi-directional, so if you update a task in the CRM or Entourage, the update will be reflected in both applications.
CRM Integration - Mac OS 10.6 Snow Leopard - Tasks

CRM Integration - Mac OS 10.6 Snow Leopard - CRM Opportunities, Cases and Quotes

Use Riva to synchronize all of your CRM opportunities, cases and quotes to Mac Mail in Mac OS 10.6 (Snow Leopard). Click on an opportunity to view a summary. Use the Riva ConnectBar to link directly to the CRM opportunity without any manual searching.
CRM Integration - Mac OS 10.6 Snow Leopard - CRM Opportunities, Cases and Quotes

CRM Integration - Mac OS 10.6 Snow Leopard - Riva SmartConvert Drop Folders

Riva enables Mac OS 10.6 (Snow Leopard) users to automatically create CRM opportunities by copying (Opt+drag) emails into the Create New Opportunity folder. This will automatically create the related CRM account, contact and opportunity and assign the email to the opportunity. Riva SmartConvert can also be used to automate the creation of CRM cases and quotes using the same process. (Requires hosted or on-premise Exchange account).
CRM Integration - Mac OS 10.6 Snow Leopard - Riva SmartConvert Drop Folders

CRM Integration - GroupWise - Address Book

Riva Integration Server provides transparent, server-side CRM integration for Novell GroupWise systems. 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 Integration - GroupWise - Address Book

CRM Integration - GroupWise - Opportunities, Quotes and Cases

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.
CRM Integration - GroupWise - Opportunities, Quotes and Cases

CRM Integration - GroupWise - Multiple View Options for Opportunities, Quotes and Cases

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".
CRM Integration - GroupWise - Multiple View Options for Opportunities, Quotes and Cases

CRM Integration - GroupWise - Riva ConnectBar

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.
CRM Integration - GroupWise - Riva ConnectBar

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