Riva – Sync SalesLogix and SageCRM to Exchange Reliable contact, calendar, task and email integration – no plug-ins required Trevor Poapst VP Marketing.

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Presentation transcript:

Riva – Sync SalesLogix and SageCRM to Exchange Reliable contact, calendar, task and integration – no plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration Ext

Riva delivers advanced, server-side integration for SalesLogix (Cloud and On-Premise), SageCRM and SageCRM.com and Microsoft Exchange. Riva offers a reliable sync alternative for contact, calendar, task and information. Riva can syncs SalesLogix and SageCRM to: Outlook 2010/2007/2003, Outlook Web Access, Outlook on Citrix and Terminal Services Office 2011 for Mac, Entourage, native Mac OS X apps Novell GroupWise (client and server) BlackBerry, iPad, iPhone, Android, Windows Phone and other ActiveSync devices). Riva overview Sync SalesLogix and SageCRM to the native address book and calendar on BlackBerry, iPad and iPhone mobile devices.

Riva editions for SalesLogix and SageCRM Riva Integration Server (On-premise) Highly scalable (min. 5-user purchase) Gets installed once on a server (physical or VM) Powerful Sync Policy options for groups of users Riva Live (Hosted) Sync SLX, SageCRM and Exchange in the cloud Ideal for SMB, Mac and hosted Exchange customers Monthly subscriptions (no min. purchase)

What Riva syncs Address Book Accounts, contacts, leads, custom fields and categories Calendar Appointments and activities (meetings, tasks, phone calls) Recurring appointments Archive s and attachments against SalesLogix and SageCRM accounts, contacts, opportunities, cases, and quotes CRM-specific information Opportunities, cases, quotes, custom objects

Value proposition... Reliable, server-side sync alternative to Exchange Link and Intellisync for SalesLogix (Cloud and On- Premise editions), SageCRM.com and SageCRM. Sync support for all apps and mobile devices that can talk to Exchange – Outlook 2010/2007/2003, Outlook Web Access, Outlook on Citrix, Office 2011 for Mac, iPad, iPhone, BlackBerry, Windows Phone, Android and others. No additional Outlook or mobile plug-ins are required on users’ desktops, laptops or mobile devices. Reliably syncs contact, calendar, and activity information.

Value proposition... Riva allows administrators to define Sync Policies and apply them to individuals or groups of users depending on their sync requirements. Riva syncs recurring appointments, attachments, multi-day events, custom fields in Outlook, SalesLogix and SageCRM, and custom objects. Custom contact filtering for large deployments. Riva SmartConvert Folders, Riva AssignTo Folders, Riva ConnectBar - powerful automation features that increase SalesLogix and SageCRM productivity, user adoption and satisfaction.

Value-add 1: Riva SmartConvert Folders Reduce the amount of time salespeople spend manually entering data into SalesLogix and SageCRM. Riva SmartConvert Folders automate the creation of opportunities, cases and quotes – and associated contacts and accounts if they don’t already exist in the CRM.

Value-add 2: Riva AssignTo Folders Archive s against SalesLogix and SageCRM accounts, contacts, opportunities, cases and quotes – and see an summary of all your opportunities from Outlook or your mobile device (in connected and disconnected modes).

Supported mail systems and clients Microsoft Exchange 2010, 2007 and 2003 (hosted and on-premise versions – incl. Office 365) Novell GroupWise (client and server) Outlook 2010, Outlook, Outlook Web Access, Outlook on Terminal Services Office 2011 for Mac, Entourage 2008 and 2004, native Mac OS X apps (Mail, iCal, Address Book) iPad, iPhone, BlackBerry, Windows Phone, Android, Nokia, Palm, Sony Ericsson, LG and other ActiveSync mobile devices

Thank you! Download a 15-day trial version of Riva at Trevor Poapst VP Marketing and Sales Riva CRM Integration Ext