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Riva – Sync SalesLogix and SageCRM to ExchangeReliable contact, calendar, task and
email integration – no plug-ins required
Trevor PoapstVP Marketing and Sales
Riva CRM Integration408.675.5015 Ext. 238
Riva delivers advanced, server-side integration for SalesLogix (Cloud and On-Premise), SageCRM and SageCRM.com and Microsoft Exchange. Riva offers a reliable sync alternative for contact, calendar, task and email information.
Riva can syncs SalesLogix and SageCRM to:
• Outlook 2010/2007/2003, Outlook Web Access, Outlook on Citrix and Terminal Services
• Office 2011 for Mac, Entourage, native Mac OS X apps• Novell GroupWise (client and server)• BlackBerry, iPad, iPhone, Android, Windows Phone
and other ActiveSync devices).
Riva overview
Sync SalesLogix and SageCRM to the native address book and calendar on BlackBerry, iPad and iPhone mobile devices.
Riva editions for SalesLogix and SageCRM
Riva Integration Server (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 Live (Hosted)
• Sync SLX, SageCRM and Exchange in the cloud
• Ideal for SMB, Mac and hosted Exchange customers
• Monthly subscriptions (no min. purchase)
What Riva syncs
Address Book
• Accounts, contacts, leads, custom fields and categories
Calendar
• Appointments and activities (meetings, tasks, phone calls)• Recurring appointments
• Archive emails and email attachments against SalesLogix and SageCRM accounts, contacts, opportunities, cases, and quotes
CRM-specific information
• Opportunities, cases, quotes, custom objects
Value proposition...
• Reliable, server-side sync alternative to Exchange Link and Intellisync for SalesLogix (Cloud and On-Premise editions), SageCRM.com and SageCRM.
• Sync support for all email apps and mobile devices that can talk to Exchange – Outlook 2010/2007/2003, Outlook Web Access, Outlook on Citrix, Office 2011 for Mac, iPad, iPhone, BlackBerry, Windows Phone, Android and others.
• No additional Outlook or mobile plug-ins are required on users’ desktops, laptops or mobile devices.
• Reliably syncs contact, calendar, emailand activity information.
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 in Outlook, SalesLogix and SageCRM, and custom objects.
• Custom contact filtering for large deployments.
• Riva SmartConvert Folders, Riva AssignTo Folders, Riva ConnectBar - powerful automation features that increase SalesLogix and SageCRM productivity, user adoption and satisfaction.
Value-add 1: Riva SmartConvert Folders
Reduce the amount of time salespeople spend manually entering data into SalesLogix and SageCRM. Riva SmartConvert Folders automate the creation of opportunities, cases and quotes – and associated contacts and accounts if they don’t already exist in the CRM.
Value-add 2: Riva AssignTo Folders
Archive emails against SalesLogix and SageCRM accounts, contacts, opportunities, cases and quotes – and see an email summary of all your opportunities from Outlook or your mobile device (in connected and disconnected modes).
Supported mail systems and clients
• Microsoft Exchange 2010, 2007 and 2003(hosted and on-premise versions – incl. Office 365)
• 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 apps (Mail, iCal, Address Book)
• iPad, iPhone, BlackBerry, Windows Phone, Android, Nokia, Palm, Sony Ericsson, LG and other ActiveSync mobile devices
Thank you!
Download a 15-day trial version of Riva at www.rivacrmintegration.com
Trevor PoapstVP Marketing and Sales
Riva CRM Integration408.675.5015 Ext. 238
