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Riva – Sync Dynamics CRM directly to Exchange

Riva – Sync Dynamics CRM directly to Exchange. Server-side sync | 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 Integration Server for Dynamics CRM.

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Riva – Sync Dynamics CRM directly to Exchange

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  1. Riva – Sync Dynamics CRMdirectly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015 Ext. 238 trevor@rivacrmintegration.comwww.rivacrmintegration.com

  2. Riva Integration Server for Dynamics CRM • Riva is the first “server-side” sync solution for Microsoft Dynamics CRM 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 • Outlook 2011 for Mac, Entourage, native Mac OS X apps • Windows Phone, BlackBerry, iPad, iPhone, Android, and other ActiveSync devices. Sync Dynamics CRM to the native address book and calendar on Windows Phone, BlackBerry, iPad and iPhone mobile devices.

  3. Riva editions for Microsoft Dynamics CRM • 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 Dynamics CRM implementations • Can run in tandem with Outlook plug • Riva Live (SaaS) • First SaaS sync solution for Dynamics CRM • Ideal for SMB, Mac and hosted Exchange • Various monthly plans (no min. purchase)

  4. What Riva syncs between Microsoft Dynamics CRM 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 Dynamics CRM accounts, contacts, opportunities, cases, and quotes • Sales and Support Information • Opportunities, cases, quotes, custom objects

  5. Value proposition • First “server-side” sync solution for Microsoft Dynamics CRM 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 Dynamics CRM to Outlook 2010 64-bit, Outlook 2007 and 2003, Outlook Web Access, Outlook 2011 for Mac, Mac OS X, Outlook on Citrix,... • Syncs Dynamics CRM to the native address book and calendar apps on Windows Phone, iPad, iPhone, BlackBerry and Android mobile devices – no additional mobile app required.

  6. Value proposition... • Riva syncs custom Outlook and Dynamics CRM fields, recurring appointments, email attachments and multi-day events. • Sync Dynamics CRM contacts, calendar items, tasks, email, opportunities, cases, quotes, custom fields / objects, and more directly to Exchange. • Custom contact sync filters for large deployments. • Riva SmartConvert and AssignTo Folders reduce double data entry and increase Dynamics CRM user adoption and satisfaction. • Riva can work in tandem with the Outlook plug-in or replace it.

  7. Value-add 1: Riva SmartConvert Folders • Reduce the amount of time salespeople spend manually entering data in Microsoft Dynamics CRM. 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.

  8. Value-add 2: Riva AssignTo Folders • Archive emails against Dynamics CRM accounts, contacts, opportunities, cases and quotes in Outlook, on your Mac, or from your mobile device (in connected an disconnected modes).

  9. 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) • Windows Phone, iPad, iPhone, BlackBerry, Android, Nokia, Palm, Sony Ericsson, LG and other ActiveSync mobile devices

  10. Supported Dynamics CRM editions • Microsoft Dynamics CRM 2011 (On-Premises) • Microsoft Dynamics CRM Online • Microsoft Dynamics CRM 4.0 / 4.5 View Riva demos for Dynamics CRM: www.rivacrmintegration.com/integration/videos/microsoft-crm/

  11. Riva editions and pricing • Riva On-Premise (min. 5-user purchase) • Dynamics CRM (Perpetual) - $225/user plus support • Dynamics CRM (Subscription) - $195/user per year • 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

  12. Next steps... Download a 15-day trial version at www.rivacrmintegration.com Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015 Ext. 238 trevor@rivacrmintegration.comwww.rivacrmintegration.com

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