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Riva CRM Integration for Exchange

Riva CRM Integration for Exchange






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  • Size of industry – $8.9B in 2008 -> $13.3B in 2012 Growth of SaaS – in 2007, CRM SaaS sales represented $1B. Some analysts believe that despite the economic slowdown, CRM sales will double during the next 6 years. Oracle acquired Siebel CRM. (Quick show of hands of who is using a CRM...) Comparison between to corporate networks in late 1980s, early ’90s and CRM today.

Riva CRM Integration for Exchange Riva CRM Integration for Exchange Presentation Transcript

  • Riva CRM Integration for Microsoft Exchange Trevor Poapst Director, Global Marketing Omni Technology Solutions The Integration Company +1.780.423.4200 [email_address] www.rivacrmintegration.com Celebrating 10 Years of Software Innovation www.omni-ts.com NO Outlook Plug-ins Required
  • Riva versus standard Outlook plug-in
    • Advanced, server-side synchronization – NO plug-ins to install, configure or maintain.
    • Transparently syncs accounts, contacts, leads, appointments, meetings, tasks, phone calls, emails, CRM opportunities, CRM cases, CRM quotes, CRM projects.
    • “ Upgrade-safe” – continues working after CRM, mail system and OS upgrades.
    • Allows users to access and manage CRM opportunities , cases and quotes from any Exchange client.
  • Riva versus standard Outlook plug-in
    • Compatible with Outlook, Outlook Web Access, Entourage for Mac, Mac Mail, GroupWise, BlackBerry, iPhone and other Exchange ActiveSync mobile devices.
    • Syncs recurring appointments and custom Outlook and CRM fields.
    • Riva SmartConvert and AssignTo Folders save users up to 60 minutes per day (one week per year) by reducing manual CRM data entry. More Information: www.rivacrmintegration.com/2010/outlook-crm-plugins/
  • Supported CRM systems include:
  • Solution – Riva Integration Server
  • Return on investment
    • Customers report that Riva saves sales (and support) staff up to one hour per day by reducing manual CRM data entry. This works out to an extra week of strategic selling time per year, per salesperson.
    • If a salesperson earns $50,000 (approx. $25/hr), Riva will pay for itself in less than two weeks. Plus, there are additional benefits – increased sales, increased CRM adoption and satisfaction and improved productivity.
    • FREE 15-day trial: www.rivacrmintegration.com/integration/downloads/
  • More information
    • Riva CRM Integration for Exchange www.rivacrmintegration.com
    • Riva Comparison with Outlook Plug-ins www.rivacrmintegration.com/2010/outlook-crm-plugins/
    • 15-day Trial www.rivacrmintegration.com/integration/downloads/
    • Documentation www.rivacrmintegration.com/integration/documentation/
    • Training Videos and Demos www.rivacrmintegration.com/integration/videos/
    • Customer Case Studies www.rivacrmintegration.com/crm/case-studies/
    • Editions and Pricing www.rivacrmintegration.com/crm/pricing/