- 23 May
Riva Rescues Email Down Under
Australia’s number one pet travel agency, Jetpets, relies on Riva to integrate customer information with CRM or ERP packages like NetSuite. Riva does this by seamlessly integrating CRM systems with Email systems – leaving staff with more time to focus on their most important customers.
Melbourne-based pet travel company, Jetpets is widely regarded as Australia’s number one pet travel expert. Jetpets relies on Riva to effortlessly capture relevant customer information between the office Email system and a CRM. Any company with SalesForce, NetSuite, or 11 other CRM and ERP packages can benefit from syncing information with Riva.
Jetpets implemented a CRM system in 2015. The company of 200 employees quickly realized that for users to adapt to the new CRM quickly, it needed a solution that would assist in reliably capturing all relevant information without the need to memorize or cut and paste customer details from work Email to CRM. Jetpets had tried using Act! integration, but found it didn’t meet all the necessary requirements for them. This was when their supplier and Riva partner suggested Riva CRM Integration.
Jetpets needed a solution that would not add to the workload, but would function transparently in the background and relieve staff of extra work. “We want [our sales staff] to use this without realizing they are using it”, said Scott Williams, National Sales & Marketing Manager at Jetpets. For this, “it is perfect”.
Basically, the ideal sync solution would be:
- Part of the solution, not part of the problem
- Easy to use
Using Riva just makes business sense. Today, Jetpets’ sales teams work smarter – not harder – when it comes to systems integration. And can rest assured that they remain, above all, fully accountable for the information they capture.
The Jetpets sales team uses Riva to capture “everything in relation to every contact (they) have without… lifting a finger”, Scott said. This translates into tremendous time savings, allows smooth transactions, and ensures data accuracy. “Emails being captured and linked is the main [Riva feature] that we utilize”, Scott explained. There might even be plans to expand the CRM integration or add more features in the future. This would be easy enough to realize with Riva, as new, improved functionalities are constantly being investigated.
Riva enabled Jetpets staff to access a whole range of new functionalities and features, including:
- Synchronization of mobile devices
- Synchronization of various email clients and CRM systems
- Email archiving
- Calendar synchronization of recurring events