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What is Riva CRM Integration?
Riva serves as the essential link that integrates Salesforce with Outlook and other communication platforms like GSuite, providing your teams with tailored customer information precisely when and where it's required—this supports AI initiatives, generates dependable insights, and fosters meaningful engagement.
We facilitate a smooth exchange of data across various applications, including email, calendars, contacts, tasks, and CRM systems. This integration not only synchronizes relationship data but also obviates the need for constant switching between tools, redundant data entry, and application juggling. Our smart synchronization offers real-time access to significant details, ensuring that every interaction with customers is impactful. Enhanced communication leads to increased productivity, shorter sales cycles, and stronger relationships. Our track record of over 1100 successful security evaluations highlights our dedication to safeguarding our clients' reputations and their customers' privacy. Riva's solutions not only meet but surpass regulatory compliance and security benchmarks. In today's workplace, we rely heavily on our email and calendar applications, which gather crucial information about the relationships pivotal to business success. When data regarding customer expectations and requirements is overlooked, everyone suffers, underscoring the necessity of maintaining comprehensive and accessible customer information.
What is InoLink?
InoLink serves as an integration solution that bridges Intuit QuickBooks Online with Dynamics 365 CRM Online, enabling users to gain a comprehensive understanding of customer interactions by accessing historical data, including aging balances and transaction details. Within Dynamics 365 CRM, users can easily monitor customer transactions and identify their top clients. By facilitating seamless data exchange, InoLink effectively mitigates duplication issues between QuickBooks and Dynamics 365 CRM.
This integration tool enables the synchronization of multiple QuickBooks companies with a single Dynamics 365 CRM instance, ensuring a secure transfer of real-time information between the two platforms.
Key features include:
• Bi-Directional Sync: Enables two-way synchronization of Accounts, Contacts, Products, and Pricing information.
• Transaction Sync: Facilitates the promotion of Quotes, Orders, and Invoices from Dynamics 365 to QuickBooks.
• Accounting History: Allows users to explore transaction history directly within Dynamics CRM.
• Account Balances: Provides insights into customer open balances along with aging information in the CRM.
• Tax Calculation: Assists in calculating taxes for Quotes, Orders, and Invoices within Dynamics 365.
• Reporting: Offers dashboards for viewing Recent Transactions, identifying Top Customers, and tracking Open Invoices.
• Security: Ensures controlled access to accounting data through security roles and field-level security measures.
As a powerful tool for financial management, InoLink streamlines business processes and enhances customer relationship management.
Integrations Supported
Microsoft Dynamics 365
Gmail
Microsoft 365
Microsoft Outlook
NetSuite CRM
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Integrations Supported
Microsoft Dynamics 365
Gmail
Microsoft 365
Microsoft Outlook
NetSuite CRM
QuickBooks Online
QuickBooks Online Advanced
Salesforce
API Availability
Has API
API Availability
Has API
Pricing Information
$25/month/user
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Riva International
Company Location
Edmonton, Canada
Company Website
rivaengine.com
Company Facts
Organization Name
Inogic Tech
Date Founded
2006
Company Location
India
Company Website
www.inogic.com
Categories and Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Categories and Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services