Sage CRM Information

Posted by marmara on August 5, 2020

Some examples of customized synchronization with Riva: synchronization of contacts Riva synchronized by default contacts and leads based on users, visibility, or other attached filter. CRM contacts can be synchronized automatically or according to selected categories of Exchange. Riva can create a separate CRM contact list for better separation of private and business contacts. Also can be set whether the synchronization is to be uni – or bi-directional. Administrators can limit the number of contacts to be synchronized to avoid a slowdown in mobile devices. “Riva can be adjusted so, that only contacts that the user previously in CRM with sync to Exchange” has tagged, be transferred. A different configuration of Riva would be not to synchronize the contact notes in Outlook or based sync contacts from specific SQL queries or other.

Calendar synchronization Riva provides a bi-directional synchronization for CRM and Exchange events, meetings, phone calls and tasks. This recurring and private appointments are full-day or multiple-day supported and multi-day events. A leading source for info: Canada Day. By adapting, Riva can be configured so that certain calendar event types (corresponding to the category pick list values) are synchronized and specific CRM information, as well as participant details are added to this calendar information. Custom fields and objects Riva can be adapted to user-defined fields of CRM contacts, events, opportunities, to sync requests and custom CRM objects. Automatic customer and contact can create Riva configuration automatically new customers and contacts based on the contact information being added in Exchange were (via Outlook or mobile devices), set in the CRM. “” Likewise, event participants can be added to or emails to sales opportunities “or email to requests” converted. If certain fields are required, Riva can be set so, that these are filled, and users receive an e-mail reminder to this automatically generated customer and contact data up to data.

Advanced timing of synchronization according to the set intervals synchronized Riva the data every minute or all few hours. Since the latest release by Riva, administrators can set different sync times for each CRM module. This can help the API usage for large numbers of users and make sure that E.g. critical information is frequently updated. Otherwise, each company uses its CRM system”says Dr.-ing. Thomas Fleissner, Omni Germany. Options advanced with Rivas’, which is once stored on the server, can the CRM system even better to the needs of the user be adapted. The collaboration between the e-mail client, mobile devices, and the CRM system can reproduce quite specific and individual business processes.” Riva Integration Server supports Microsoft Exchange Server 2010, 2007 and 2003 on-premise, hosted and Office 365 editions are supported. CRM side many popular CRM systems can be integrated, such as, Oracle CRM on demand, Microsoft Dynamics CRM and NAV, SugarCRM, Sage SalesLogix, Sage CRM, NetSuite, Info@hand, intelcrm, GoldMine and DatSync suite. For more information interested parties at Omni de, by telephone under + 49 8192 99733 25 or via email at. See de a free 15tagige trial version can be downloaded from Riva Integration Server download. More information about Riva live cloud solution see de/live/all mentioned brands and trademarks are the property of their respective owners.

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