sync crm on demand directly to exchange server-side sync | no plug-ins required trevor poapst vp...
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![Page 1: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/1.jpg)
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
![Page 2: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/2.jpg)
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.
![Page 3: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/3.jpg)
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)
![Page 4: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/4.jpg)
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
![Page 5: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/5.jpg)
![Page 6: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/6.jpg)
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.
![Page 7: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/7.jpg)
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.)
![Page 8: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/8.jpg)
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.
![Page 9: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/9.jpg)
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).
![Page 10: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/10.jpg)
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
![Page 11: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/11.jpg)
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
![Page 12: Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015](https://reader035.vdocument.in/reader035/viewer/2022062515/56649f565503460f94c7b25c/html5/thumbnails/12.jpg)
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