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Sync Sugar to the native iPad and iPhone address book and calendar Server-side sync | No plug-ins required Aldo Zanoni CEO and Managing Director Omni Technology.

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Presentation on theme: "Sync Sugar to the native iPad and iPhone address book and calendar Server-side sync | No plug-ins required Aldo Zanoni CEO and Managing Director Omni Technology."— Presentation transcript:

1 Sync Sugar to the native iPad and iPhone address book and calendar Server-side sync | No plug-ins required Aldo Zanoni CEO and Managing Director Omni Technology Solutions 408.675.5015 Ext. 232 aldo@rivacrmintegration.com www.rivacrmintegration.com

2 Agenda 1.Incredible growth of iPad and iPhone devices 2.Riva Integration Server for Sugar and Exchange 3.Sync Sugar to the native iPad and iPhone address book and calendar applications 4.Other supported mail systems and clients 5.Server-side iPad integration demo

3 “Nearly 10 million US consumers own or intend to buy an iPad. Fifty percent of F100 companies are now testing and evaluating the iPad. The iPad and iPhone are powerful sales tools.” According to a recent Forrester study: Source: Yudu Media, http://bit.ly/eEPwb8

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6 “RIM is the leading mobile smartphone platform in the U.S. with a 35.8 percent share of U.S. smartphone subscribers, followed by Apple with a 24.6 percent market share.” Smartphone platform market share Source: Mobile Marketer, http://ht.ly/3nj1k

7 Riva Integration Server from Omni now allows you to sync Sugar to the native address book, calendar and mail apps on your iPad, iPhone and BlackBerry – with NO additional mobile apps or plug-ins required! Riva Integration Server for Exchange

8 Riva editions for Sugar Riva Integration Server (On-premise) Highly scalable (min. 5-user purchase) Gets installed once on a server (on-premise) Powerful Sync Policy options for groups of users Riva Live (SaaS) First SaaS integration solution for Sugar / Exchange Ideal for SMB, Mac and hosted Exchange customers Monthly subscriptions (no min. purchase)

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10 Riva Live is the industry’s first SaaS integration solution for Sugar and Exchange. This option is ideal for SMBs, Mac environments and companies with hosted Exchange and Sugar accounts. Riva Live – SaaS integration for iPad / iPhone Learn more: www.rivacrmintegration.com/live/

11 Value proposition... Server-side sync solution for Exchange – NO plug-ins or mobile apps need to be installed, configured or managed on users’ desktops, laptops or mobile devices. Riva syncs Sugar to the native address book, calendar and mail apps on the iPad, iPhone, BlackBerry and other ActiveSync mobile devices. Riva delivers a transparent, bi-directional sync of address book and calendar data between Exchange and Sugar – and a uni-directional sync on Sugar opportunities, cases, quotes, projects...

12 Value proposition... Riva is compatible with ALL versions of Sugar. 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, email attachments, multi-day events, custom Outlook and Sugar fields, and more... Riva SmartConvert Folders, Riva AssignTo Folders, Riva ConnectBar and other advanced sync options (powerful automation features that increase productivity and Sugar adoption)

13 Riva SmartConvert Folders Reduce the amount of time salespeople spend manually entering data into Sugar. Riva SmartConvert Folders automate the creation of opportunities, cases and quotes – and associated contacts and accounts if they don’t already exist.

14 Riva AssignTo Folders Archive emails against Sugar accounts, contacts, opportunities, cases and quotes – and see an email summary of all your opportunities on your iPad and iPhone (in connected and disconnected modes).

15 Riva ConnectBar – Manage opportunities, cases and quotes from the iPad

16 Other supported mail systems and clients Microsoft Exchange 2010, 2007 and 2003 (hosted and on-premise versions – incl. MS BPOS) 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 10.6 apps (Mail, iCal, Address Book) iPad, iPhone, BlackBerry, Windows Phone, Android, Nokia, Palm, Sony Ericsson, LG and other ActiveSync mobile devices

17 Riva editions and pricing Riva On-Premise (min. 5-user purchase) Sugar Pro - $175 USD per user (subscription) Sugar Enterprise - $195 USD per user (subscription) Volume discounts for 20+ seats. Riva Live (no min. purchase) Monthly subscriptions start at $9.95/month per user. Go to www.rivacrmintegration.com/crm/pricing for EMEA and APAC pricing. Pricing subject to change.

18 Thank you! Free 15-day Riva trial available at www.rivacrmintegration.com Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 aldo@omni-ts.com www.rivacrmintegration.com

19 Riva Integration Server for Sugar iPad and iPhone Screenshots

20 Sync Sugar to native iPhone address book

21 View and access Sugar opportunities, cases and quotes from iPhone

22 Sync Sugar to native iPad address book

23 Sync Sugar to native iPad calendar

24 Riva SmartConvert Folders Riva SmartConvert Folders automate the creation of opportunities, cases and quotes – and associated contacts and accounts if they don’t already exist.

25 Riva AssignTo Folders - iPad

26 Riva ConnectBar – Manage opportunities, cases and quotes from the iPad


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