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Riva - Sync Sugar directly to Microsoft Exchange

Riva delivers advanced, server-side integration for SugarCRM and Microsoft Exchange. No plug-ins required.

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Riva - Sync Sugar directly to Microsoft Exchange

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  1. Riva – Sync Sugar directlyto Microsoft 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 – Sync Sugar to Exchange • Riva delivers advanced, server-side integration for SugarCRM and Microsoft Exchange. Riva allows Sugar customers to go beyond the standard Outlook plug-in. • Riva is compatible with ALL Exchange clients: • Outlook 2010 (64-bit and 32-bit) • Outlook 2007 and 2003 • Outlook Web Access (OWA) • Outlook on Citrix and Terminal Services • Outlook 2011 for Mac, Entourage, native Mac OS X apps • iPad, iPhone, Android, BlackBerry, Windows Mobile Sync Sugar to the native address book and calendaron BlackBerry, iPad and iPhone mobile devices.

  3. Riva editions for SugarCRM • Riva 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 Cloud (SaaS) • First SaaS integration solution for Sugar / Exchange • Ideal for SMB, Mac and hosted Exchange customers • Monthly subscriptions (no min. purchase)

  4. What Riva syncs between Sugar / Exchange • Address Book • Contacts, leads, custom fields • Calendar • Appointments, meetings, tasks, phone calls • Recurring appointments • Email • Log emails (and email attachments) against Sugar accounts, contacts, opportunities, cases and quotes • Sales and Support • Opportunities, cases, quotes, projects andcustom objects

  5. Value proposition... • Server-side sync solution for Sugar / Exchange – NO plug-ins or mobile apps need to be installed, configured or managed on users’ desktops, laptops or mobile devices (scalable and easier to manage). • Riva delivers a transparent, bi-directional sync of address book and calendar data between Exchange and Sugar – and a uni-directional sync on Sugar opportunities, cases, quotes and projects... • Riva syncs Sugar to the native address book, calendar and mail apps on the iPad, iPhone, BlackBerry and other ActiveSync mobile devices.

  6. Value proposition... • Administrators create Riva Sync Policies that can be applied to individuals or groups of users depending on their sync requirements. • Riva syncs recurring appointments, email attachments, multi-day events, custom Outlook and Sugar fields, custom Sugar categories to Outlook, and more... • Custom contact filtering options (based on CRM security, ownership or other custom options) • Riva SmartConvert Folders, Riva AssignTo Folders, Riva ConnectBar - powerful automation features that increase Sugar productivity, user adoption and satisfaction.)

  7. Value-add 1: Riva SmartConvert Folders • Reduce the amount of time salespeople spend manually entering data into Sugar. Riva SmartConvert Folders automate the creation of opportunities, cases and quotes – and associated contacts and accounts if they don’t already exist.

  8. Value-add 2: Riva AssignTo Folders • Archive emails against Sugar accounts, contacts, opportunities, cases and quotes – and see an email summary of all your opportunities from Exchange clients (in connected and disconnected modes).

  9. 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

  10. Riva editions and pricing • Riva On-Premise (min. 5-user purchase) • Sugar Pro - $195 USD per user (subscription) • Sugar Enterprise - $195 USD per user (subscription) • Volume discounts for 30+ seats. • Riva Live (no min. purchase) • Monthly subscriptions start at $9.95/month per user. • Premium subscription - $24.95/month per user • Ideal for up to 10 accounts

  11. Thank you! Learn more at rivacrmintegration.com. 15-day free trial available. Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015 Ext. 238 trevor@rivacrmintegration.comwww.rivacrmintegration.com

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