Riva CRM Integration for iPhone
Looking for a way to sync your CRM directly to your iPhone Calendar, Address Book, Reminder, and Mail applications? Riva syncs the world’s best CRM systems to all Microsoft Exchange, Office 365, IBM Notes, and Micro Focus GroupWise email clients and mobile devices. Sync contacts, calendar events, tasks, email, opportunities, cases, custom fields, custom objects, and more between your CRM and iPad. Plus, increase your sales and CRM productivity with Riva SmartConvert and Riva AssignTo. Riva Cloud and Riva On-Premise editions available. Riva supports all versions of the iPhone. The following screenshots show Riva’s support for the latest iPhone running Apple iOS 7.
NOTE: Some of the features shown in the screenshots below may require customization or special configuration to set up (e.g., custom object and custom field integration). Integration options may also vary by CRM and Riva edition. Contact us to discuss your CRM sync requirements.
Screenshots:
1. CRM contact and lead integration for iPhone
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iPhone contacts →
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- Sync contacts →
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- View CRM contact details →
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Sync contact notes →
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- Sync multiple phone numbers →
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- CRM contact link →
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- Sync new contacts →
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- Personal contacts →
2. CRM calendar integration for iPhone
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iPhone Calendar app →
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- Sync calendar events (week view) →
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- Sync calendar events (day view) →
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Add personal calendar →
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- Sync appointments with multiple invitees →
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- Add invitees to CRM appointments →
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Sync recurring events →
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- Display invitees’ contact details →
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- Sync all-day and multi-day events →
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- Sync all-day and multi-day events →
3. CRM task integration for iPhone
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iPhone Reminders app →
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- Sync tasks automatically →
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- Sync iPhone task alarms →
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- Multi-tasking and closing apps on iPhone →
4. iPhone email integration for CRM
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iPhone Mail app →
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- Track emails to CRM contacts and accounts →
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- Move message to Create New Email folder →
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Riva folder structure →
5. CRM opportunity integration for iPhone
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- Riva ConnectBar (opportunity) →
6. CRM case integration for iPhone
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Sync CRM cases →
7. CRM custom object integration for iPhone
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- Riva ConnectBar (custom object) →
8. Riva SmartConvert: Create CRM opportunities from email
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- Create CRM opportunities from email →
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- Move email to Create New Opportunity folder →
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- New CRM opportunity created →
9. Riva SmartConvert: Create CRM cases from email
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- Create CRM cases from email →
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- Move email to Create New Case folder →
10. Riva AssignTo: Track emails against CRM opportunities, cases, and custom objects
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- Track emails to CRM opportunities →
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- Track emails to CRM cases →
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- Track emails to custom CRM objects →
10. Configuration: How to set up your Exchange account on your iPhone
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iPhone Settings →
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- Select Mail, Contacts, Calendars →
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- Add account →
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Add new mail account →
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- Enter account details →
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- Sync Mail, Contacts, Calendars, Reminders →
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- Reminders (task) settings →
