Riva CRM Integration for IBM Verse
Riva integrates the world’s best CRM systems – Salesforce, Microsoft Dynamics CRM, SAP Cloud for Customer, Oracle Sales Cloud, SugarCRM, NetSuite, Infor CRM, and others – directly with IBM Verse. Seamlessly sync CRM contacts, calendars, email, opportunities, cases, custom fields, and custom objects. Riva supports IBM Verse, IBM SmartCloud Notes, IBM Notes for Windows and Mac, IBM iNotes, and IBM Notes Traveler mobile devices.
NOTE: Integration options may vary by CRM and Riva edition. Contact us to discuss your CRM integration requirements.
1. CRM contact and lead integration for IBM Verse
Riva offers advanced CRM contact and lead integration for IBM Verse. Create new contacts and leads in IBM Verse and Riva will update your CRM. Modify existing CRM contacts in IBM Verse and Riva will sync the changes. Riva delivers one-way and full, bi-directional integration. Riva can be configured to sync relevant contacts for users, groups, and sales teams based on contact ownership in CRM, team membership, security permissions, and custom filters.
2. CRM calendar integration for IBM Verse
Customers love how Riva keeps their CRM and IBM Verse calendars in sync. Riva syncs all your appointments, meetings (even meetings with multiple attendees), full-day and multi-day events, and recurring events. Riva blocks off the time associated with private events in IBM Verse and it keeps the details of these appointments private. With Riva, your CRM calendar is available from all IBM Verse clients and IBM Notes Traveler mobile devices.
3. IBM Verse email integration for CRM
Riva makes email integration easy for CRM users. Track emails against CRM accounts and contacts using Riva’s Create New Email folder. (If the CRM accounts and contacts don’t exist, Riva can automatically create them or route them through to an administration person for review.) Riva can track all emails automatically or allow CRM users to decide which emails are important enough to track or log in CRM. Riva AssignTo folders enable users to track and log emails against CRM opportunities, cases, and custom objects. (Riva also supports IBM Verse’s “Move To” folders to track and log emails to CRM contacts, accounts, opportunities, and cases.)
4. CRM opportunity integration for IBM Verse
Imagine being able to see your CRM opportunity pipeline directly from IBM Verse and your mobile devices. With Riva, it’s possible! Riva creates and dynamically manages a CRM Opportunities folder in IBM Verse. Click on the folder to display a list of your open opportunities (or your team’s open opportunities if Riva is configured for team selling environments). Click on an individual opportunity to display relevant details in an HTML email summary. Riva ConnectBar provides Review and Edit links that provide convenient links to CRM opportunity records without any manual searching.
5. CRM case integration for IBM Verse
Service desk staff will appreciate the ability to view open CRM cases and support tickets from all IBM Verse and IBM Notes Traveler mobile devices. Case information including case numbers, case priority, case origin, case status, case owner, case details and description, and other data get synchronized. Riva ConnectBar provides convenient Review and Edit links to open the cases directly in CRM without any manual searching.
6. Riva SmartConvert for IBM Verse
Create new CRM opportunities and cases and any associated contacts and accounts by simply dragging-and-dropping email into the Create New Opportunity or Create New Case folders. (You can also use IBM Verse’s “Move To” folders in the web, desktop, and mobile clients to do this.) Riva SmartConvert helps reduce manual data entry, drive CRM user adoption, and increase sales. We have some customers who save 30-60 minutes per day with this powerful feature. That works out to an extra week of selling time per year.