Manage, Create and Access CRM Information from your iPad Beyond Outlook Plug-in Synchronization Aldo Zanoni CEO and Managing Director Omni Technology Solutions.
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Presentation on theme: "Manage, Create and Access CRM Information from your iPad Beyond Outlook Plug-in Synchronization Aldo Zanoni CEO and Managing Director Omni Technology Solutions."— Presentation transcript:
Manage, Create and Access CRM Information from your iPad Beyond Outlook Plug-in Synchronization Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 firstname.lastname@example.org www.rivacrmintegration.com
Agenda 1.General Riva CRM Integration Server review 2.Configure Riva with iPad and mobile-specific settings 3.Configure your iPad 4.Screenshots of: 1.CRM contacts on your iPad 2.CRM appointments from your iPad 3.Folder structure on your iPad 4.View CRM opportunities, cases or quotes on your iPad 5.View the full set of iPad videos on our site: www.rivacrmintegration.com/integration/videos/CRM-iPad.html
Exchange and GroupWise What is Riva? Think of Riva CRM Integration Server as a transparent bridge between... Your CRM
Riva Server-side Synchronization Solves the iPad Problem Microsoft Outlook Microsoft Outlook, Outlook Web Access, BlackBerry, ActiveSync devices, Entourage for Mac, iPad, iPhone, Mac Mail / iCal / Address Book and all GroupWise clients CRM
Recommendations for iPad and mobile device Address Books: –Create Separate Address Book –Sync all new: Set Riva to automatically categorise and sync new appointments. Calendar –Sync all new items –Sync series (so iPad recurring appointments are all synched)
Riva Advanced Settings for iPad Add “Private” option for contacts Move emails processed by Riva’s Archive Email, SmartConvert and AssignTo back to your inbox so they are not removed from Exchange Set the option to have Riva reset categories on items that have been categorised (most important for appointments) Go to http://kb.omni-ts.com and search for the word “mobile” to see how to add the recommended advanced options recommended for iPad and other mobile device use.http://kb.omni-ts.com
Configure your iPad Configure ActiveSync to show emails in non-default folders –Settings – Mail, Contacts, Calendars – Hosted Exchange – Mail Folders to Push (add the Opportunities, Cases, … folders but not the Create New or AssignTo folders) Increase the number of Mail Days to Sync to meet your requirements –Settings – Mail, Contacts, Calendars – Hosted Exchange – Mail Days Contacts –Ensure you select the correct email group by selecting the Groups Ribbon (equivalent to an Exchange contact folder or address book) when you want to create or manage CRM contacts.
Two versions of Riva Riva on Premise: Riva is installed in your environment on a Windows XP workstation or Windows server synchronize multiple accounts. Riva Live: Riva offered in the cloud as SaaS for smaller environments. No hardware or software to install in your environment. Note: Riva Live will support the advanced iPad and mobile settings in the next release. Until the option in included in the Riva Live interface, to request the advanced mobile settings be applied to your Riva Live account, send an email to: email@example.com with the specific options you want to firstname.lastname@example.org
In Summary Riva provides simplified, transparent integration, server-side integration between your CRM and Exchange Full support for iPad Mac Mail, iCal and Address Book Full support for all Exchange clients including Outlook, Outlook Web Access, Outlook 2011 for Mac, Entourage, Blackberry, Android and all other mobile clients View the recorded iPad demo and other Riva demos at: www.rivacrmintegration.com/integration/videos/CRM-iPad.html http://www.rivacrmintegration.com/integration/videos/ www.rivacrmintegration.com/integration/videos/CRM-iPad.html
Thank you! Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 www.rivacrmintegration.com Use our Contact Us link to get more information about Riva.Contact Us
Outlook, Entourage, Snow Leopard and GroupWise Client Screenshots