1. Sync Salesforce directly to Microsoft Exchange
Outlook | OWA | Office 365 | Mac | Mobile
Trevor Poapst
VP Marketing and Sales
Riva CRM Integration
Ext. 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 2003
Outlook Web Access
Outlook 2011 for Mac, Entourage, Apple Mail
Outlook on Citrix and Terminal Services
iPad, iPhone, Android, BlackBerry and Windows Phones
Access 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
09/18/09
Riva editions
Riva On-Premise
Gets installed on a Windows Server or VM
Team-based and individual sync policies
Highly scalable and customizable
Riva 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. 09/18/09
Value proposition
Riva 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. 09/18/09
Value 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 Folders
Drag-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
09/18/09
Supported platforms
Microsoft Exchange Server 2010, 2007 and 2003
Office 365
Hosted Exchange
Novell GroupWise (server and client)

10. Supported Salesforce.com editions
09/18/09
Supported Salesforce.com editions
Salesforce.com Professional
Salesforce.com Enterprise
Salesforce.com Unlimited
Salesforce.com Developer
Force.com Enterprise
Force.com Unlimited
Note: Riva does not support the Group Edition due to API restrictions.

11. Riva editions and pricing
09/18/09
Riva editions and pricing
Riva 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 month
Standard Edition – $14.95/user per month
Premium Edition – $24.95/user per month
10% annual discount available

12. Next steps... Download a free 15-day trial at rivacrmintegration.com
Trevor Poapst
VP Marketing and Sales
Riva CRM Integration
Ext. 238