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So, you've purchased Sugar. And your team wants to sync Sugar to Outlook as well as its Macs, iPads and other mobile devices. Now what?During this session, you will learn how to sync Sugar to all Exchange mail applications and mobile devices — without the burden of installing, configuring and managing Outlook plug-ins or separate mobile applications.Discover how to seamlessly sync Sugar to Outlook 2010 (64-bit and 32-bit), Outlook Web Access, Office 365, Outlook 2011 for Mac, Entourage and Apple Mail. View and manage Sugar contact and calendar data on your iPad, iPhone, BlackBerry, and Android devices — in connected and disconnected modes.Learn how to sync more than the basics – email, recurring appointments, opportunities, cases, quotes, projects, custom fields and custom objects. We will also review how to keep your personal and business contacts separate. And how to reduce manual data entry through advanced email-to-opportunity and email-to-case conversion features.
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How to Sync Sugar to Outlook, Mac, OWA and Mobile Devices
Back-end Sync – Directly to Exchange
04/10/23 ©2012 SugarCRM Inc. All rights reserved. 1
How to Sync Sugar to Outlook, Mac, OWA and Mobile Devices
Mobile
Back-end Sync – Directly to Exchange
Aldo Zanoni
CEO , Riva
04/10/23 ©2012 SugarCRM Inc. All rights reserved. 3
Tweet: #SCON1204/10/23 ©2012 SugarCRM Inc. All rights reserved. 4
Agenda
1. Why is Riva’s back-end sync the best way to sync Sugar to Exchange (15 minutes)
2. Demonstration (20 minutes)
3. Riva Configuration Review (15 minutes)
4. Questions (10 minutes)
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How is Riva different for Sugar data sync?
Riva delivers back-end integration directly between Sugar and Exchange for all Exchange email apps and mobile devices. Riva goes beyond the standard Salesforce Outlook plug-in options. Riva syncs more than the plug-ins.
• Outlook 2010, Outlook 2007 and 2003• Outlook Web Access (OWA)• Outlook on Citrix and Terminal Services• Office 2011 for Mac, Entourage, native Mac OS X
apps• iPad, iPhone, Android, BlackBerry and all other
smart phones and tablets that work with Exchange
Sync Sugar to the native address book and calendar on iPad, iPhone, Android, BlackBerry and other mobile devices.
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Riva syncs Sugar directly to Exchange
Exchange
No Outlook plug-ins or mobile apps to install, configure and manage!
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Back-end sync is best because it delivers:Transparency – Simplicity for ALL Exchange clients
Microsoft Outlook
Microsoft Outlook, Outlook on Citrix,Outlook Web Access, Outlook for MaciPad, iPhone Android Blackberry and
all other Exchange mobile clients,Entourage for Mac, Mac Mail, iCal,
Address Book and all GroupWise clients
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Two versions of Riva
Riva On-Premise
• Gets installed on Windows (physical or virtual)
• Allows for multiple sync policies per company
• Highly scalable
• More customizable
• Annual subscription($195/user/year)
• Volume pricing for 30 or more users
Riva Cloud
• Synchronisation as a Service offering
• Allows for a single sync policy per company
• Scalable cloud infrastructure
• Monthly and annual subscription options(From $9.95/user/month)
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Value Proposition
Back-end, server-based sync: No Outlook plug-ins or mobile apps to install, configure or manage.
Syncs more: Bi-directional sync on contacts, leads, calendar, tasks. Syncs opportunities, cases, custom fields and custom objects.
Email archiving: Syncs emails to contacts, opportunities, cases, quotes, custom objects.
Role-based sync policies: More control over what gets synched and how.
Transparency: No changes to the client interface means minimal user training. User satisfaction and adoption are much higher.
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Value Proposition
Native mobile sync for iPad, iPhone, Android and BlackBerry. Data available in online and offline modes.
Email-to-opportunity and email-to-case conversion: Convert emails to opportunities, cases or quote. Reduces data entry. Increases sales and productivity.
Much faster and better user adoption = Immediate Return on Investment
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Riva ConnectBar, Contact Link, AssignTo and SmartConvert
Riva ConnectBarTM allows you to review and edit opportunities, quotes, projects and cases directly from your Exchange client.
Riva ContactLinkTM links directly from a contact in Exchange to that contact record in Sugar – great for viewing activity history.
Riva AssignToTM allows users to drag-and-drop/copy emails and automatically archive them against an existing CRM opportunity, case or quote. (The email is archived into the opportunity history.)
Riva SmartConvert Drop FoldersTM allows users to drag-and-drop/copy emails into a SmartConver folder from all Exchange clients. Riva converts the email into a new opportunity, case, quote, etc. in your CRM.
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Riva SmartConvert Folders
Automate the creation of opportunities, cases and quotes – and associated contacts and accounts if they don’t already exist.
Save time for salespeople and support staff!
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Riva AssignTo Folders
Archive emails against Sugar opportunities, contacts, accounts, cases or quotes
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Demonstration
Outlook Client Outlook Web Access iPad Mac
04/10/23 ©2012 SugarCRM Inc. All rights reserved. 15
Riva On Premise Exchange Connection
Screen Shots
Welcome to Riva Integration Server
ConfigureSugar Connection
Screen Shots
Riva Policy ConfigurationScreen Shots
Riva – the best way to sync SugarCRM and Exchange
Bi-directional synchronization of appointments, phone calls, tasks, notes, address book contacts, accounts and organizations is transparent to end-users
Direct access from Exchange to Sugar opportunities, quotes, sale orders, invoices, cases, contacts and custom objects.
Users have up-to-date access to critical CRM information
Riva delivers increased end user adoption, satisfaction and immediate ROI
Get RIVA 15-day Trial!
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Questions?
Tweet: #SCON12
Questions and Thank you!
Aldo Zanoni, CEO OmniOmni Technology Solutions, Inc.
408.675.5015 Ext. 232www.rivacrmintegration.com
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Riva – the best way to sync Sugar and Exchange
Bi-directional synchronization of appointments, phone calls, tasks, notes, address book contacts, accounts and organizations is transparent to end-users
Direct access from Exchange to Sugar opportunities, quotes, sale orders, invoices, cases, contacts and custom objects.
Users have up-to-date access to CRM information on all mobile devices.
Riva delivers increased end user adoption, satisfaction and immediate ROI
04/10/23 ©2012 SugarCRM Inc. All rights reserved. 51
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*Prizes for attendees who submit session feedback using the Mobile App
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