Bridging the CRM User Adoption Gap with Riva Server-side Integration Beyond the Outlook Plug-in Stéphane Zanoni CTO, Head of Research Omni Technology Solutions

Agenda 1.Accelerate Dynamics Adoption – Fill User Adoption Gaps 2.How Riva Helps Solve the Last Mile Gap Challenges 3.Riva Overview 4.Riva Live Demo 5.Summary / Questions

What Causes the User Adoption Gaps? x

Last Mile Challenges – Audience Poll What causes lack of adoption? –CRM doesn’t align with business processes –Outlook plug-ins don’t do what I need –Users don’t want to change the way they work – Complexity (real or perceived) –Takes too much time (sales people aren’t paid for data entry) –Mobile phone integration challenges –Double data entry –Poor integration –Lack of management buy-in –…–…

Who are the Gap Users? 1.Outlook Web Access users who need to synchronize 2.Mobile users who are so disconnected they can’t benefit from the Outlook plug-in 3.Users who need to synchronise recurring appointments 4.iPhone, BlackBerry, Android, or ActiveSync users who would like to see their opportunities, cases, quotes on their devices 5.Accounts with Macs or GroupWise that need to sync

Who are the Gap Users? 6.Users who need to synchronize with more than one instance of Dynamics CRM or with two different CRMs 7.Accounts that need to sync custom fields or that have custom requirements (display Service Activity notes on mobile devices) 8.BPOS (Exchange On-line) users whose needs aren't being met with the Outlook plug-in 9.Accounts where administrators want to control what gets synched to user accounts

What are some of the Plug-in Challenges that Cause Gaps for Outlook Users ? Need to be installed and maintained on your laptop, desktop and/or home machine Support and desktop issues caused by upgrading the desktop OS, version of Office, Exchange or version of Outlook Limited to one instance of CRM Perceived complexity Separate and different applications needs to be installed on your BlackBerry, iPhone or ActiveSync mobile devices

How Does Direct Server-side Synchronization Help Solve the Problem? Transparency - Simplicity Microsoft Outlook Microsoft Outlook, Outlook Web Access, BlackBerry, ActiveSync devices, Entourage for Mac, Mac Mail / iCal / Address Book and all GroupWise clients

Exchange and GroupWise Think of Riva Integration Server as a bridge or gateway between...

Solution – Riva Integration Server

Riva’s Server-side Advantages No-touch TM integration (no software to install on clients) Transparent to Exchange, GroupWise and CRMs Compatible with hosted or on-premise CRMs and Exchange and GroupWise running on all server platforms No new infrastructure or firewall changes required Turns all clients into transparent integrated CRM clients with support for caching and remote modes

Riva’s Strongest Asset: Transparency Transparent integration for all Exchange and GroupWise clients becomes an integral part of your CRM business processes Transparent, bi-directional synchronization of appointments, phone calls, tasks, notes, address book contacts, accounts and organizations Transparent synchronization of opportunities, quotes, sale orders, invoices, cases and others from CRM* to Exchange/Outlook and GroupWise. *Synchronised modules are CRM specific

Riva ConnectBar TM, AssignTo TM and SmartConvert TM Riva ConnectBar TM allows you to review and edit opportunities, quotes, projects and cases directly from your Exchange client. Riva AssignTo TM allows users to drag-and-drop/copy s and automatically archive them against an existing CRM opportunity, case or quote. (The is archived into the opportunity history.) Riva SmartConvert Drop Folders TM allows users to drag- and-drop/copy s into a SmartConver folder from all Exchange clients. Riva converts the into a new opportunity, case, quote, etc. in your CRM. See:

Riva SmartNotes TM and Recurring Appointments M Riva SmartNotes TM allow users to view and update Service Activies Notes from all Exchange clients – highly desirable for mobile technicians. Riva Recurring Appointments translates Outlook recurring appointments series into linked CRM appointments. Modifying an individual recurring appointment or the entire series in Exchange or CRM automatically updates the target appointment(s).

Opportunity Folder - Contains HTML Representations of Your Opportunities

Riva ConnectBar – View Opportunity

Riva ConnectBar - Link to Opportunity

SmartNotes TM for Service Activities

SmartConvert TM Folders –

AssignTo – Archive to Existing Opportunity

Riva Client Experience: OWA and Outlook Client Riva Management Interface Live Presentation:

Riva Helps Close the User Adoption Gap: Highly scalable, server-to-server solution Transparent to end-users - no plug-ins or mobile applications to install and manage Resolves many of the causes of lack of adoption or decreased satisfaction by users who aren’t able to fully leverage the Outlook Client Plug-in

In Summary Server-side installation - quick to deploy – no plug-ins to install or update on any client machines or mobile devices Supports Dynamics CRM hosted or on premise Supports hosted or on-premise Exchange 2010, 2007, 2003 and GroupWise and 8 Supports ALL Exchange and GroupWise desktop, web and mobile clients including Macs, BlackBerry, iPhone, … Provides Advanced Integration and Interoperability with ConnectBar, AssignTo, SmartConvert, SmartNotes and Recurring Appointments Riva Live: Cloud-based CRM integration – try it on-line at:

Thank you! Aldo Zanoni CEO and Managing Director Omni Technology Solutions Ext Use our Contact Us link to get more information about Riva.Contact Us

Outlook, Entourage, Snow Leopard and GroupWise Client Screenshots

Mac Address Book

Mac Snow Leopard iCal

Mac Snow Leopard SmartConvert

Mac Entourage Opportunities Folder

Mac Entourage CRM Calendar

Mac Entourage Opportunities

Integrated CRM Dashboard View in GroupWise ®

Contact Integration – Microsoft CRM

Riva Sync Policy Target

Riva Scheduling

Riva Address Books

Riva Calendar Settings

Riva Task Settings

Riva Other Settings

Riva SmartConvert Settings

Riva “Assign To” Settings

Riva Connection Option Settings