CRM Synchronization for Mac OS 10.6
(Snow Leopard)
- Need to sync your CRM with Address Book, iCal, Mail?
- Need to sync your CRM to Microsoft Entourage for Mac?
- Would you like to access Salesforce, Microsoft Dynamics CRM, Oracle CRM,
Sage, SugarCRM and other CRM data on your Mac or iPhone?
Read this article to learn how to use Riva Integration Server to sync your CRM with Address Book, iCal and Mail in Mac OS 10.6 (Snow Leopard). If you would prefer to sync your CRM to Microsoft Entourage 2008 (Business Edition), we have prepared a separate article.
CRM Integration and Exchange Support Now Available for Snow Leopard
Apple introduced out-of-the-box Microsoft Exchange support for Mail, Address Book and iCal in its latest operating system, Snow Leopard (Mac OS 10.6). Mac users can now use the free Mac apps that come bundled with Snow Leopard and integrate with Microsoft Exchange.
It gets even better! Since Riva Integration Server from Omni delivers advanced CRM synchronization for any Exchange client – now including Mail, Address Book and iCal – Mac users can sync CRM data to their MacBook, MacBook Pro, MacBook Air, iMac, Mac Pro, iPhone and iPad. For example, Riva can transparently synchronize your CRM contacts, accounts, leads, appointments, meetings, tasks, opportunities, cases and quotes.
There is one caveat, however. Snow Leopard does not sync "Categories" the same way Outlook, Microsoft Entourage 2008 for Mac, and Outlook Web Access do. As a result, here is how the synchronization will work:
- Bi-directional synchronization is currently available only for data that originates in your CRM and gets synced down to your Mac. If you wish to change a CRM contact's phone number in Address Book or edit a CRM task in Mail, the changes will sync back up to the CRM.
- "New" items created in iCal, Address Book or Tasks in Mail, however, will not be synchronized to the CRM. This is because users cannot assign the category type "CRM" to the item, so Riva will know to sync it to the CRM.
- Riva SmartConvert, Riva Connect Bar, and Riva AssignTo all work normallyand continue to provide the same CRM automation and productivity gains for Mac users as are available for Outlook, Outlook Web Access, Entourage for Mac, BlackBerry and ActiveSync mobile device users.
Sync CRM Contacts with Mac Address Book
With Riva Integration Server, Mac users can sync their CRM accounts, contacts and leads to Address Book in Snow Leopard. Updates made to these CRM contacts in Address Book will be automatically and transparently synced back to the CRM.
Access CRM Calendar Information in iCal
Access your CRM calendar appointments, tasks, meetings and calls directly from iCal. Meeting notes, locations, start and end times and reminders will all get synced. Any changes made to your CRM calendar in iCal will get synced back to your CRM.
Sync CRM Tasks with iCal
View CRM notes directly from Mail for Mac. After you mark an item as complete, it will update your CRM.
View CRM Opportunities, Cases and Quotes in Mac Mail
Get quick and easy access to your CRM opportunities, support cases and quotes from Mail for Mac. Click on an opportunity to see a summary view (e.g., lead source, amount, expected close date, sales stage, and more). Use the Riva ConnectBar buttons to review or edit the opportunity in the CRM. Riva will open the opportunity in the CRM without any manual searching or mouse clicks.
Riva SmartConvert Drop Folders for Improved CRM Productivity
Need to archive an email to an existing CRM opportunity? Or create a new opportunity based on an email you just received in Mail? Simple. Copy the email by pressing Opt+drag to the appropriate Riva SmartConvert Drop Folder. Riva will assign the email to the correct opportunity or create a new opportunity in the CRM along with the associated account and contact information.
More Information
Contact Omni to learn more about Riva Integration Server for Snow Leopard. We'd be pleased to help.
Download Riva Integration Server.
Go here for more information on Riva Integration Server for Exchange.