sync crm on demand directly to exchange server-side sync | no plug-ins required trevor poapst vp...
TRANSCRIPT
Sync CRM On Demanddirectly to Exchange
Server-side sync | No plug-ins required
Trevor PoapstVP Marketing and Sales
Riva CRM Integration408.675.5015 Ext. 238
Riva delivers advanced, server-side integration for Oracle CRMOD, Exchange and GroupWise. Riva allows Oracle customers to go beyond the standard Outlook plug-in.
Riva is compatible with ALL Exchange and GroupWise clients:
• Outlook, OWA, Outlook on Terminal Services• Office 2011 for Mac, Entourage, native Mac OS X apps• BlackBerry, iPad, iPhone, Android, Windows Phone
and other ActiveSync devices).• Novell GroupWise (client and server)
Riva – Sync CRM On Demand to Exchange
Riva allows customers to sync Oracle CRMOD to the native address book and calendar on BlackBerry, iPad, iPhone and other ActiveSync mobile devices.
Riva editions for Oracle CRMOD
Riva Integration Server (On-premise)
• Scalable (ideal for 50 to 1000+ seats)
• Gets installed once on a server (VM or physical)
• Powerful Sync Policy options for groups of users
Riva Live (SaaS)
• First SaaS integration solution for CRMOD / Exchange
• Ideal for SMB, Mac and hosted Exchange customers
• Monthly subscriptions (no min. purchase)
What Riva syncs between CRMOD / Exchange
Address Book
• Accounts, contacts, leads, custom fields
Calendar
• Appointments, meetings, tasks, phone calls• Recurring appointments
• Archive emails (and email attachments) to CRMOD accounts, contacts, opportunities and cases
Sales and Support
• Opportunities and cases
Value proposition...
• Server-side sync for CRMOD / Exchange / GroupWise – NO plug-ins or mobile apps need to be installed, configured or managed on users’ desktops, laptops or mobile devices (scalable).
• Riva delivers a transparent, bi-directional sync of address book and calendar data between Exchange and CRMOD – and uni-directional integration of CRMOD opportunities and cases to Exchange.
• Riva syncs CRMOD to the native address book, calendar and mail apps on the iPad, iPhone, BlackBerry and other ActiveSync mobile devices.
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, email attachments, multi-day events, custom fields, and more...
• Custom and organic contact filtering for large deployments.
• Riva SmartConvert Folders, Riva AssignTo Folders, Riva ConnectBar - powerful automation features that increase CRMOD productivity, user adoption and satisfaction.)
Value-add 1: Riva SmartConvert Folders
Reduce the amount of time salespeople spend manually entering data into Oracle CRMOD. Riva SmartConvert Folders automate the creation of opportunities and cases – and associated contacts and accounts if they don’t already exist.
Value-add 2: Riva AssignTo Folders
Archive emails to Oracle CRMOD accounts, contacts, opportunities and cases – and see an email summary of all your opportunities from Exchange and GroupWise clients (in connected and disconnected modes).
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
Riva editions and pricing
• Riva On-Premise (min. 5-user purchase)
• Oracle CRMOD - $195 per user (annual subscription)
• Volume discounts for 30+ users.
• Riva Live (no min. purchase)
• Monthly subscriptions start at $9.95/mth per user• Premium subscription - $24.95/mth per user• Ideal for up to 10 accounts
Thank you!
We look forward to assisting you withRiva pricing and customer demos...
Trevor PoapstVP Marketing and Sales
Riva CRM Integration408.675.5015 Ext. 238