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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 ProCTI?

Connect your Skype for Business (formerly known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to effectively log information on all incoming and outgoing calls. You have the flexibility to choose what information is visible for each call in ProCTI. With a simple click, you can access vital details such as contact information, service cases, email addresses, and current contracts! You are also able to create leads, contacts, tasks, notes, emails, and activities related to the caller. Moreover, you can initiate or redirect calls, manage your upcoming appointments, and search for leads, contacts, and companies, all within the ProCTI platform. The intuitive management system allows different levels of access to your data based on user roles, ensuring security and efficiency. The standard ProCTI version is designed to work with multiple Microsoft Dynamics iterations, Uniconta, and Computer Telephony Integration (CTI). Capitalize on the extensive features offered, which include displaying contact details, company names, notes, activities, service cases, email addresses, credit limits, and active contracts, among others. This integration significantly boosts productivity and optimizes communication processes within your organization, ultimately fostering a more connected workplace. Embrace the possibilities that come with such a robust integration to enhance your team's performance.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Gmail
Microsoft 365
Microsoft Outlook
NetSuite CRM
Salesforce

Integrations Supported

Microsoft Dynamics 365
Gmail
Microsoft 365
Microsoft Outlook
NetSuite CRM
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

Provaria

Company Location

Austria

Company Website

www.proaddon.com/en/addons/procti/

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

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