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features
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support

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Description

As the missing piece that connects Salesforce to Outlook (and other communications stacks like GSuite) Riva delivers curated customer data to your teams where and when it's needed—informing AI, creating reliable insights, and ensuring relevant engagement. We enable seamless data flow between applications such as email, calendar, contacts, tasks, and CRM. This synchronizes relationship data and eliminates the need to switch between applications, data entry duplication, and application toggling. Our intelligent sync gives you real-time access and meaningful details so that every customer interaction is important. Smarter exchanges lead to greater efficiency, shorter sales cycles and better relationships. Our unbroken streak of over 1100 successful security reviews demonstrates our commitment to protecting our clients' reputations as well as their customers' privacy. Riva solutions exceed regulatory compliance and security standards. We live in our inboxes and calendars at work. These applications collect information about the relationships that are key to business success. Everyone loses when data about customer expectations and needs is lost.

Description

XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
NetSuite CRM
Salesforce

Integrations

Gmail
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
NetSuite CRM
Salesforce

Pricing Details

$25/month/user
Free Trial
Free Version

Pricing Details

$99 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Riva International

Country

Edmonton, Canada

Website

rivaengine.com

Vendor Details

Company Name

Xappex

Founded

2013

Country

United States

Website

www.xappex.com/xl-connector/

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Alternatives

Alternatives

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