Presentation on theme: "Sync Salesforce directly to Microsoft Exchange"— Presentation transcript:
1 Sync Salesforce directly to Microsoft Exchange Outlook | OWA | Office 365 | Mac | MobileTrevor PoapstVP Marketing and SalesRiva CRM IntegrationExt. 238
2 Riva – Sync salesforce.com to Exchange Riva delivers the #1 Exchange sync solution for Salesforce. Seamlessly sync contacts, calendars, tasks, , opportunities, cases, custom fields, custom objects and more between Salesforce and Exchange (On-Premise, Hosted, Office 365).Full sync support for:Outlook 2010, 2007 and 2003Outlook Web AccessOutlook 2011 for Mac, Entourage, Apple MailOutlook on Citrix and Terminal ServicesiPad, iPhone, Android, BlackBerry and Windows PhonesAccess your Salesforce contacts, calendar, tasks and more on iPad, iPhone, Android and BlackBerry devices in online and offline modes.
3 Riva editions Riva On-Premise Gets installed on a Windows Server or VM 09/18/09Riva editionsRiva On-PremiseGets installed on a Windows Server or VMTeam-based and individual sync policiesHighly scalable and customizableRiva Cloud (SaaS)Cloud-to-cloud sync solution (no software to install)Ideal for SMB accounts using Office 365, Hosted Exchange and/or Exchange On-Premise)1-hour configuration process
5 09/18/09Value propositionRiva syncs salesforce.com directly to Exchange. Simpler to manage. No Outlook plug-ins required. More scalable. Sync is automatic and transparent.Supports all Exchange mail apps and mobile devices. Outlook 2010 (64-bit and 32-bit), Office 365, OWA, Outlook 2011 for Mac, Entourage, Apple Mail, and others.Syncs salesforce.com to iPad, iPhone, Android and BlackBerry smartphones and tablets. Data available in online and offline modes. Faster. Native UI.Log s against accounts, contacts, opportunities and cases. Automatic logging available.
6 09/18/09Value proposition...Overcomes limitations of Salesforce for Outlook such as the 5000 contact sync limit.Syncs more than native Outlook plug-in. Sync contacts, leads, events, tasks, and attachments, opportunities, cases, quotes, recurring appointments, multi-day events, custom fields, custom Force.com objects and more.More control over contact sync. Sync based on ownership, visibility, custom filters and “Sync to Outlook” checkbox.-to-opportunity and -to-case conversion. Reduces manual data entry.
7 Riva SmartConvert Folders -to-opportunity and -to-case conversion. Reduce manual data entry. Automate contact, account, opportunity and case creation. Riva matches the contacts by address and accounts by URL with your CRM.
8 Riva AssignTo FoldersDrag-and-drop logging against salesforce.com accounts, contacts, opportunities, cases and quotes. Can be configured to automate logging for outbound and inbound .** Outlook rule needs to be created to automatically log all inbound .
9 Supported email platforms 09/18/09Supported platformsMicrosoft Exchange Server 2010, 2007 and 2003Office 365Hosted ExchangeNovell GroupWise (server and client)
10 Supported Salesforce.com editions 09/18/09Supported Salesforce.com editionsSalesforce.com ProfessionalSalesforce.com EnterpriseSalesforce.com UnlimitedSalesforce.com DeveloperForce.com EnterpriseForce.com UnlimitedNote: Riva does not support the Group Edition due to API restrictions.
11 Riva editions and pricing 09/18/09Riva editions and pricingRiva On-Premise (min. 5-user purchase)$16.25/user per month (= $195/user per year)Volume discounts for 30+ users.Riva Live (no min. purchase)Lite Edition – $9.95/user per monthStandard Edition – $14.95/user per monthPremium Edition – $24.95/user per month10% annual discount available
12 Next steps... Download a free 15-day trial at rivacrmintegration.com Trevor PoapstVP Marketing and SalesRiva CRM IntegrationExt. 238