Sync Salesforce directly to Microsoft Exchange Outlook | OWA | Office 365 | Mac | Mobile Trevor...
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Sync Salesforce directly to Microsoft Exchange Outlook | OWA | Office 365 | Mac | Mobile Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015 Ext. 238 trevor@rivacrmintegratio n.com www.rivacrmintegration.c om
Sync Salesforce directly to Microsoft Exchange Outlook | OWA | Office 365 | Mac | Mobile Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015
Sync Salesforce directly to Microsoft Exchange Outlook | OWA |
Office 365 | Mac | Mobile Trevor Poapst VP Marketing and Sales Riva
CRM Integration 408.675.5015 Ext. 238 [email protected]
www.rivacrmintegration.com
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Riva delivers the #1 Exchange sync solution for Salesforce.
Seamlessly sync contacts, calendars, tasks, email, 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 Riva
Sync salesforce.com to Exchange Access your Salesforce contacts,
calendar, tasks and more on iPad, iPhone, Android and BlackBerry
devices in online and offline modes.
Slide 3
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
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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 emails against accounts,
contacts, opportunities and cases. Automatic email logging
available.
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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, email 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.
Email-to-opportunity and email-to-case conversion. Reduces manual
data entry.
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Riva SmartConvert Folders Email-to-opportunity and
email-to-case conversion. Reduce manual data entry. Automate
contact, account, opportunity and case creation. Riva matches the
contacts by email address and accounts by URL with your CRM.
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Riva AssignTo Folders Drag-and-drop email logging against
salesforce.com accounts, contacts, opportunities, cases and quotes.
Can be configured to automate email logging for outbound and
inbound email.* * Outlook rule needs to be created to automatically
log all inbound email.
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Supported email platforms Microsoft Exchange Server 2010, 2007
and 2003 Office 365 Hosted Exchange Novell GroupWise (server and
client)
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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.
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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
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Next steps... Download a free 15-day trial at
rivacrmintegration.com Trevor Poapst VP Marketing and Sales Riva
CRM Integration 408.675.5015 Ext. 238 [email protected]
www.rivacrmintegration.com