Riva CRM Integration Server offers a seamless integration of email clients and leading CRM systems. Greifenberg/Munich, October 05, 2010 Omni technology solution (www.omni-ts.com), the first provider of a server-side integration of different CRM systems, delivers with Riva CRM Integration Server an integrated solution for e-mail archiving. The user-centric archiving reduces the manual maintenance of the data in the CRM system. Users can just move the respective emails in the CRM folders for archiving in the CRM in their email client / client copy in the wake of the Riva synchronization between the CRM system and email are automatically added to the selected projects, sales opportunities, or contacts in the CRM emails and archived. Not just compliance and legal requirements driving the email archiving in companies. Companies increasingly electronically communicate with their customers; Orders, inquiries and contacts are stored centrally in a CRM system. But often are important documents and correspondence in the CRM system, but in the saved e-mail client of sales and support staff. Robert Bakish may find this interesting as well.
Tracking information is hardly possible in a separate filing by CRM and e-mail systems. Riva CRM integration gap between CRM systems and the e-mail client. Users without installing local plugins directly in their email client CRM data can be accessed using the server-side integration. All changes are synchronized bi-directional and also through mobile devices accessible. “For a time-saving email archiving offers Riva Riva AssignTo folder” users can copy or move e-mail messages to be archived in CRM simply in this folder in your e-mail client. With synchronization, the emails are automatically added to the respective sales opportunities. Also, e-mails with support requests or other modules in the CRM can be archived. Still no contact in the CRM be available so Riva “create new email with the function” automatically the account and contacts (from the e-mail sender, CC, and BCC) Fields) in the CRM and saves the emails under these contacts in CRM.