Riva CRM Integration

Riva CRM Integration

Sugar integration for email systems


Riva is the ultimate integration and data automation platform for CRMs, email systems, and other business applications

Riva delivers direct, server-side integration that goes beyond the sync limitations and performance issues commonly associated with "free" plug-ins for Outlook.

How Riva increases sales productivity and increases Sugar ROI:

  • Integrate Sugar directly with Office 365, Exchange, Gmail and G Suite, IBM Collaboration Solutions, and GroupWise. Server-side sync. No plug-ins to install or manage. Reliable data synchronization.
  • Quickly access customer data from Sugar (e.g., contact details, account info, local time and weather, recent interactions, and upcoming appointments), public data sources (e.g., Google Maps, Wikipedia, Search, News, Weather) and other apps directly in Outlook, Office 365, and IBM Notes via our Riva Insight side panel.
  • Get real-time market and sales intelligence from InsideView to target communications and boost win rates.
  • Identify existing relationships with prospects inside your company with TrustSphere LinksWithin (relationship analytics).
  • Get cognitive insights and recommendations with Sia by Opentopic, powered by IBM Watson. (We are currently working with Sia to add AI capabilities to Riva Insight.)

Trusted Leader in CRM Integration

Riva is trusted by over 1,200 companies and 125,000 CRM users globally to keep their CRM and email systems in sync. Our customers include hundreds of innovative small and medium-sized businesses – and some of the largest companies on the planet. Riva ISV partners have also selected Riva for Developers as the integration platform they use to create new connectors between their apps and the dozen CRMs and five email collaboration systems we support.

Award-winning Customer Support

Riva customers are in good hands with our Client Success, Client Engagement, and Developer Teams to solve complex integration challenges. Click here to see a list of some of our advanced Riva configuration options.

Features and Benefits

Reliable synchronization

Riva is simply the best way to sync Sugar contacts, calendars, and tasks to Office 365, Exchange, G Suite and Gmail, IBM Collaboration Solutions, GroupWise, Marketo, and other third-party applications. Use Riva to improve Sugar adoption, increase sales productivity, reduce manual data entry, and time spent flip-flopping between applications.

View All Features
Improve customer engagement with Riva Insight, our Sugar Side Panel for Outlook and IBM Notes

Riva Insight, our Sugar side panel for Outlook and IBM Notes, puts more customer insight and context-aware customer and partner data at your users’ fingertips directly from within Outlook and IBM Notes. Riva’s advanced, server-side integration features plus the flexibility and convenience of Riva Insight offer Sugar customers the best of both worlds.

View All Features
Increase sales and productivity

Riva can help save your team hundreds of hours by automatically tracking emails to Sugar. Riva makes it easy for mobile users to manually or automatically track emails to Sugar from their iPad, iPhone, Android, BlackBerry, or Windows Phone devices. With Riva SmartConvert, end-users can convert emails received in Outlook, IBM Notes, or on their mobile devices into Sugaropportunities, cases, quotes, custom objects, and more.

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Sync Sugar data seamlessly

With Riva, all this is done seamlessly and transparently. Sync processing, queues, and workflows get carried out by Riva Server or Riva Cloud, so your team has up-to-date information on Sugar contacts, calendars, tasks, opportunities, cases, custom objects, and more from all email applications and leading smartphones and tablets.

View All Features

Reliable synchronization

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Riva is simply the best way to sync Sugar contacts, calendars, and tasks to Office 365, Exchange, G Suite and Gmail, IBM Collaboration Solutions, GroupWise, Marketo, and other third-party applications. Use Riva to improve Sugar adoption, increase sales productivity, reduce manual data entry, and time spent flip-flopping between applications.

Improve customer engagement with Riva Insight, our Sugar Side Panel for Outlook and IBM Notes

image
image
Riva Insight, our Sugar side panel for Outlook and IBM Notes, puts more customer insight and context-aware customer and partner data at your users’ fingertips directly from within Outlook and IBM Notes. Riva’s advanced, server-side integration features plus the flexibility and convenience of Riva Insight offer Sugar customers the best of both worlds.

Increase sales and productivity

Riva can help save your team hundreds of hours by automatically tracking emails to Sugar. Riva makes it easy for mobile users to manually or automatically track emails to Sugar from their iPad, iPhone, Android, BlackBerry, or Windows Phone devices. With Riva SmartConvert, end-users can convert emails received in Outlook, IBM Notes, or on their mobile devices into Sugaropportunities, cases, quotes, custom objects, and more.

Sync Sugar data seamlessly

With Riva, all this is done seamlessly and transparently. Sync processing, queues, and workflows get carried out by Riva Server or Riva Cloud, so your team has up-to-date information on Sugar contacts, calendars, tasks, opportunities, cases, custom objects, and more from all email applications and leading smartphones and tablets.

Support

Weekdays: 9 am – 5 pm (Mountain), Saturday and Sunday: Closed

Phone Support:
Support Email:
Support Knowledge Base: http://kb.omni-ts.com/78/

Terms & Conditions

Terms of Service: http://www.rivacrmintegration.com/cloud/terms
Privacy Policy: http://www.rivacrmintegration.com/privacy/

Riva for SugarCRMRiva for SugarCRM
Riva for SugarCRM welcome screenRiva for SugarCRM welcome screen
Sync SugarCRM contacts to your email systemSync SugarCRM contacts to your email system
Sync SugarCRM calendars to your email systemSync SugarCRM calendars to your email system
Riva sync settings - address books tabRiva sync settings - address books tab
Riva sync settings - general tabRiva sync settings - general tab

Resources

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