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Riva Integration Server for Salesforce.com Server-side sync | No plug-ins required Wolfgang Berger Business Development EMEA Region Omni Technology Solutions [email protected] +49.8192.99733.25 www.rivacrmintegration. com

Riva Integration Server for Salesforce

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Riva Integration Server for Salesforce.com. Server-side sync | No plug-ins required. Wolfgang Berger Business Development EMEA Region Omni Technology Solutions [email protected] +49.8192.99733.25 www.rivacrmintegration.com. Riva Integration Server for Salesforce.com. - PowerPoint PPT Presentation

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Page 1: Riva Integration Server for Salesforce

Riva Integration Serverfor Salesforce.com

Server-side sync | No plug-ins required

Wolfgang BergerBusiness Development

EMEA RegionOmni Technology Solutions

[email protected]+49.8192.99733.25

www.rivacrmintegration.com

Page 2: Riva Integration Server for Salesforce

Riva is the first “server-side” sync solution for Salesforce.com and Microsoft Exchange. With Riva, there are no Outlook plug-ins or mobile apps that need to be installed, configured or managed for users. The sync is transparent and automatic.

Compatible with:

• Outlook 2010 (64-bit and 32-bit), Outlook 2007 and 2003• Outlook Web Access • Outlook on Citrix and Terminal Services• Office 2011 for Mac, Entourage, native Mac OS X apps• BlackBerry, iPad, iPhone, Android, Windows Phone

and other ActiveSync devices.

Riva Integration Server for Salesforce.com

Sync Salesforce to the native address book and calendar on BlackBerry, iPad and iPhonemobile devices.

Page 3: Riva Integration Server for Salesforce

Riva editions for Salesforce.com

Riva Integration Server (On-premise)

• Gets installed once on a Windows server formultiple users (physical server or VM)

• Powerful Sync Policy options for groups of users

• Scalable for large Salesforce.com implementations

Riva Live (SaaS)

• First SaaS sync solution for SFDC (no software)

• Ideal for SMB, Mac and hosted Exchange customers

• Various monthly plans (no min. purchase)

Page 4: Riva Integration Server for Salesforce

What Riva syncs between SFDC and Exchange

Address Book

• Accounts, contacts, leads, custom fields and categories

Calendar

• Appointments, meetings, tasks, phone calls• Recurring appointments

Email

• Archive emails (and email attachments) against SFDCaccounts, contacts, opportunities, cases, and quotes

Sales and Service Clouds

• Opportunities, cases, quotes, custom objects

Page 5: Riva Integration Server for Salesforce
Page 6: Riva Integration Server for Salesforce

Value proposition

• First “server-side” sync solution for Salesforce.com and Exchange. No Outlook plug-ins or mobile apps need to be installed, configured or managed on users’ desktops, laptops or mobile devices (scalable, easier to manage).

• Compatible with all Exchange mail clients and mobile devices. Sync SFDC to Outlook 2010 64-bit, Outlook 2007 and 2003, Outlook Web Access, Outlook 2011 for Mac, Mac OS X, Outlook on Citrix,...

• Syncs SFDC to the native address book and calendar apps on iPad, iPhone, BlackBerry, Windows Phone and Android mobile devices – no additional mobile app required.

Page 7: Riva Integration Server for Salesforce

Value proposition...

• Allows companies to sync more than 5,000 contacts (a current limitation with Salesforce for Outlook).

• Riva syncs custom Outlook and Salesforce.com fields, recurring appointments, email attachments and multi-day events.

• Riva syncs more than the Outlook plug-in – contacts, calendar items, tasks, email, opportunities, cases, quotes, and more.

• Custom contact sync filters for large deployments.

• Riva SmartConvert and AssignTo Folders reduce double data entry and increase CRM user adoption.

Page 8: Riva Integration Server for Salesforce

Value-add 1: Riva SmartConvert Folders

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

Page 9: Riva Integration Server for Salesforce

Value-add 2: Riva AssignTo Folders

Archive emails against Salesforce.com accounts, contacts, opportunities, cases and quotes in Outlook, on your Mac, or from your mobile device (in connected an disconnected modes).

Page 10: Riva Integration Server for Salesforce

Supported mail systems and clients

• Microsoft Exchange 2010, 2007 and 2003(hosted and on-premise versions, including MS BPOS)

• Outlook 2010, Outlook 2007 and 2003, Outlook Web Access, Outlook on Citrix and 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

Page 11: Riva Integration Server for Salesforce

Supported Salesforce.com editions

• Salesforce.com Professional

• Salesforce.com Enterprise

• Salesforce.com Unlimited

• Salesforce.com Developer

• Force.com Enterprise

• Force.com Unlimited

Compatible with Salesforce.com

Sales Cloud and Service Cloud editions.

Page 12: Riva Integration Server for Salesforce

Riva editions and pricing

• Riva On-Premise (min. 5-user purchase)

• 195 €/user per year (16.25 €/user per month)

• Volume discounts for 30+ users.

• Riva Live (no min. purchase)

• Monthly subscriptions start at 9.95 €/user per month

• Premium subscription - 24.95 €/user per month

• Ideal for up to 10 accounts

• Compatible with hosted Exchange

Page 13: Riva Integration Server for Salesforce

Next steps...

Download 15-day trial version at www.rivacrmintegration.com

Wolfgang BergerBusiness Development

EMEA RegionOmni Technology Solutions

[email protected]+49.8192.99733.25

www.rivacrmintegration.com