Download presentation
Presentation is loading. Please wait.
Published byBrian Wright Modified over 9 years ago
1
Riva – Sync Sugar directly to Microsoft Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015 Ext. 238 trevor@rivacrmintegration.com www.rivacrmintegration.com
2
Riva delivers advanced, server-side integration for SugarCRM and Microsoft Exchange. Riva allows Sugar customers to go beyond the standard Outlook plug-in. Riva is compatible with ALL Exchange clients: Outlook 2010 (64-bit and 32-bit) Outlook 2007 and 2003 Outlook Web Access (OWA) Outlook on Citrix and Terminal Services Outlook 2011 for Mac, Entourage, native Mac OS X apps iPad, iPhone, Android, BlackBerry, Windows Mobile Riva – Sync Sugar to Exchange Sync Sugar to the native address book and calendar on BlackBerry, iPad and iPhone mobile devices.
3
Riva editions for SugarCRM Riva 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 Cloud (SaaS) First SaaS integration solution for Sugar / Exchange Ideal for SMB, Mac and hosted Exchange customers Monthly subscriptions (no min. purchase)
4
What Riva syncs between Sugar / Exchange Address Book Contacts, leads, custom fields Calendar Appointments, meetings, tasks, phone calls Recurring appointments Email Log emails (and email attachments) against Sugar accounts, contacts, opportunities, cases and quotes Sales and Support Opportunities, cases, quotes, projects and custom objects
6
Value proposition... Server-side sync solution for Sugar / Exchange – NO plug-ins or mobile apps need to be installed, configured or managed on users’ desktops, laptops or mobile devices (scalable and easier to manage). 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 and projects... Riva syncs Sugar to the native address book, calendar and mail apps on the iPad, iPhone, BlackBerry and other ActiveSync mobile devices.
7
Value proposition... Administrators create Riva Sync Policies that can be applied 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, custom Sugar categories to Outlook, and more... Custom contact filtering options (based on CRM security, ownership or other custom options) Riva SmartConvert Folders, Riva AssignTo Folders, Riva ConnectBar - powerful automation features that increase Sugar productivity, user adoption and satisfaction.)
8
Value-add 1: 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.
9
Value-add 2: Riva AssignTo Folders Archive emails against Sugar accounts, contacts, opportunities, cases and quotes – and see an email summary of all your opportunities from Exchange clients (in connected and disconnected modes).
10
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
11
Riva editions and pricing Riva On-Premise (min. 5-user purchase) Sugar Pro - $195 USD per user (subscription) Sugar Enterprise - $195 USD per user (subscription) Volume discounts for 30+ seats. Riva Live (no min. purchase) Monthly subscriptions start at $9.95/month per user. Premium subscription - $24.95/month per user Ideal for up to 10 accounts
12
Thank you! Learn more at rivacrmintegration.com. 15-day free trial available. Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015 Ext. 238 trevor@rivacrmintegration.com www.rivacrmintegration.com
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.