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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
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
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.
$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.
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
