Outlook Plugins Salesforce Professional Services Team

Still the support in CRM systems generally lacks efficiency in archiving this form of communication.

It doesnt make a difference if you are working in a support team or belong to a group of sales representatives keeping track of emails is vital to be successful in your job.

Sooner or later a reliable solution to synchronize data to a CRM system like Salesforce is essential for your daily work.

Research shows that sales reps spend 1.5 day per week on administrative work, of which working with the CRM is an important part repetitive work, and time that could be spent with worthier things.

This is the reason why we want to introduce you to several tools that can help you in improving the daily data exchange between Salesforce and several mail clients mail servers.

To achieve this goal, several suppliers have released plugins, add-ins or browser extensions that need to be installed and updated on a regular basis.

A few chose another way: They offer a service that is running in the cloud and that checks for updates at certain intervals.

To what extent are your customer journeys data-driven Riva reveals the pulse of your customer journeys by improving conversation, meeting, and relationship management and analytics.

Better meetings result in more satisfied customers and satisfied customers contribute 2.6 times more revenue Coach your team toward improved note-taking and meeting follow-up.

Our solutions improve end-user quality of life through automation.

Filter which contacts get synced based on ownership, security permissions, or a custom filter.

With our help, we can configure Riva to also enable your team to track emails against custom CRM objects.

Use Riva to reduce manual data entry by converting emails into CRM opportunities and cases.

Outlook Plugins Salesforce Professional Services Team

Our professional services team will work with you to review your integration requirements and configure Riva to work the way you need it to.

Outlook For Mac Plugins Salesforce