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What is XL-Connector?

XL-Connector provides an efficient method for pulling data from Salesforce, enabling users to easily manipulate that data within Excel and upload it back with a click, thus avoiding the hassle of dealing with CSV files while leveraging Excel's extensive functionality, including pivot tables, charts, formulas, and lookups. Updating data from Salesforce.com is exceptionally easy; just press the “Refresh” button, and your data will be up to date in an instant. Once you have made your modifications, you can return the altered information to Salesforce with a single click. Moreover, if you have multiple accounts to manage, XL-Connector securely saves them, allowing for effortless transitions between various Salesforce.com organizations without any limits. After installation, you can quickly access the XL-Connector tab in the Excel ribbon, log in with your Salesforce ID, and choose “Reports”—the entire process of viewing your real-time data in the user-friendly Excel environment is swifter than explaining it. This streamlined approach not only conserves valuable time but also boosts productivity by integrating Salesforce data seamlessly into your existing workflow. Additionally, with its intuitive interface, even users with limited technical skills can navigate the system with confidence and ease.

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.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
NetSuite CRM
Salesforce

API Availability

API Availability

Pricing Information

$99 per year
Free Version
Free Trial Offered?

Pricing Information

$25/month/user
Riva for Activity Analytics
$25.00/ 1 user Per Month
→ If you are just getting started with revenue data operations and looking to increase trust in your CRM’s out-of-the-box analytics, this solution reliability connects customer data from your Google or Microsoft communications applications with your deal data in CRM.

Riva for Revenue Operations
$45.00/ 1 user Per Month
→ IT/Ops professionals are not usually revenue data experts, and your end users are relying on you to deliver the data that drives digital transformation. You need enterprise-ready Revenue Data Operations that gets high quality data into the hands of your Go-To-Market teams. Our Riva for Revenue Operations tool kit delivers more for less.

Riva for Data Compliance
$45.00/ 1 user Per Month
→ If your enterprise is in a regulated industry, your revenue data operations needs are different. Your data ops platform must meet the specialized dataflow and storage requirements of your organization and industry. This essential tool kit for Data Compliance is unmatched in the market for its flexibility and stringent approach to protecting customer data.

Riva Enterprise
Contact For Pricing
→ When One Size Does Not Fit No two organizations are exactly alike. If our tailored solutions do not fit your requirements, we’ll co-design a solution by leveraging our library of custom configurations to meet your data storage and flow requirements, additional security requests, and complex service expectations. Our professional services team is the best in the business and has delivered successful deployments to hundreds of global blue-chip firms.

Supported Platforms

Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

Riva International

Company Location

Edmonton, Canada

Company Website

rivaengine.com

Categories and Features

Integration

Dashboard
Metadata Management

Categories and Features

Cloud Compliance

Not specified

Integration

Not specified

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