Riva Sync Features Include

Intelligent sync

Riva Sync uses applied intelligence to seamlessly and reliably synchronize only relevant contacts, calendars, tasks, emails, opportunities, cases, custom objects, and fields – eliminating the clutter and confusion of duplicate entries.

Efficient, real-time data processing

Synchronize appointments, meetings, and contacts across platforms in real-time to leverage the benefits of improved client engagement tracking, metrics, analytics, and reporting and ensure team calendars are always up-to-date.

Recurring calendar event support

Offering bi-directional appointment synchronization between business apps and CRM, Sync eliminates the need for duplicate data entry – and the risk of errors or critical omissions.

Support for data encryption and data-loss prevention strategies

Riva supports data encryption solutions that use real-time endpoint encryption strategies and integrates with leading enterprise data-loss prevention applications.

Simple deployment in enterprise environments

Riva Sync requires minimal changes to enterprise infrastructure, CRM, or business applications making it is easy to administer and deploy - whether in the cloud or in your data center.

No required plugins or apps

Riva Sync operates behind the scenes to connect existing enterprise CRM and business applications. As a result of its simple elegant design, installation requires no plugins or designated apps.

What We Sync

CRM ↔ Address Book

Bi-directional sync of:
  • Contacts / Persons
  • Accounts
  • Leads
  • Contact Notes
  • Custom Fields

CRM ↔ Calendar

Bi-directional sync of:
  • Appointments
  • Meetings
  • Recurring Events
  • Custom Categories
  • Resource Calendars

CRM ↔ Email

Sync Email and Attachments to:
  • CRM Contacts
  • Accounts
  • Opportunities
  • Cases
  • Contracts
  • Custom Objects

CRM ↔ Tasks

Keep Tasks in Sync, Front and Center, Across:
  • SalesForce
  • Calendars
  • Inboxes

CRM > Folders/HTML Email

Uni-directional sync of:
  • Opportunities
  • Cases
  • Contracts
  • Custom Objects to Mail Folders

We’re Here to Help. We Make Revenue Operations Easier.

We understand that researching and choosing the right revenue data ops solution is challenging. That’s why we’re here. Talk to one of our Riva specialists today to find the rev ops solution you need to connect your revenue and communications data—and start leveraging the full potential of your CRM.