; syncs SalesLogix and SageCRM to - Riva CRM Integration
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syncs SalesLogix and SageCRM to - Riva CRM Integration

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									Riva – Sync SalesLogix and
     SageCRM to Exchange
    Reliable contact, calendar, task and
  email integration – no plug-ins required


                              Trevor Poapst
                        VP Marketing and Sales
                           Riva CRM Integration
                         408.675.5015 Ext. 238
                  trevor@rivacrmintegration.com
                     www.rivacrmintegration.com
Riva overview
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).
                                         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
  Email
  • 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, email
    and 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 Poapst
                         VP Marketing and Sales
                            Riva CRM Integration
                          408.675.5015 Ext. 238
                   trevor@rivacrmintegration.com
                      www.rivacrmintegration.com

								
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