Mobile: Session 7: How to sync Sugar to Outlook, Mac and mobile devices

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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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  • 09/18/09
  • 09/18/09
  • 09/18/09
  • 09/18/09
  • Mobile: Session 7: How to sync Sugar to Outlook, Mac and mobile devices

    1. 1. How to Sync Sugar to Outlook, Mac, OWA and Mobile Devices Bac k-end S ync – Direc tly to E xc hange 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 1
    2. 2. M o b ileHow to Sync Sugar to Outlook, Mac, OWA and Mobile Devices B c -e dS n – D e t t E c a g a k n y c ircl o x h n e y
    3. 3. Aldo Zanoni C E O , Riva 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 3
    4. 4. Agenda1. 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)Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 4
    5. 5. How is Riva different for Sugar data sync? R a e es k-end integration direc tly between S ugar iv d l r bac iv and E xc hange f a E c a g e a a p a dm be eics o l xh n e m ilp s n o ild v e. rl R a os iv g e beyond te t d r S l f c O to p gin h s n ad a s re ul k l - a eo o u o tn. R a yc m r ta te l - s pio s iv sn s oe h n h p gin. u • O to 2 1 , O to 2 0 a d2 0 ul k 0 0 ul k 0 7 n 0 3 o o • O to W bA cs ( W ) ul k e cesO A o • O to o C r a dT r in l ev e ul k n it n em aS r s o ix ic • Ofe 0 1f M c E tua e n te a O Xa p f 2 1 o a, no rg , aiv M c S p s ic r • iP d iP o e A do , Bak er a da oh r m r a , h n , n rid l B r n l te s at c y l p o e a dt ls h t ok it E c a g h n s n a e ta w r wh xh n e bt Sync Sugar to the native address book and calendar on iPad, iPhone, Android, BlackBerry and other mobile devices.Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 5
    6. 6. Riva syncs Sugar directly to Exchange Exchange No Outlook plug-ins or mobile apps to install, configure and manage!Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 6
    7. 7. Back-end sync is best because it delivers: Transparency – Simplicity for ALL Exchange clients Microsoft OutlookMicrosoft Outlook, Outlook on Citrix,Outlook Web Access, Outlook for Mac iPad, iPhone Android Blackberry and all other Exchange mobile clients, Entourage for Mac, Mac Mail, iCal, Address Book and all GroupWise clients 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 7 Tweet: #SCON12
    8. 8. Two versions of Riva Riva On-Premise Riva Cloud • Gets installed on • Synchronisation as a Windows (physical or virtual) Service offering • Allows for multiple sync • Allows for a single sync policies per company policy per company • Highly scalable • Scalable cloud • More customizable infrastructure • Annual subscription • Monthly and annual ($195/user/year) subscription options • Volume pricing for 30 or (From $9.95/user/month) more usersTweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 8
    9. 9. Value PropositionBack-end, server-based sync: No Outlook plug-ins or mobileapps to install, configure or manage.Syncs more: Bi-directional sync on contacts, leads, calendar,tasks. Syncs opportunities, cases, custom fields and customobjects.Email archiving: Syncs emails to contacts, opportunities, cases,quotes, custom objects.Role-based sync policies: More control over what gets synchedand how.Transparency: No changes to the client interface means minimaluser training. User satisfaction and adoption are much higher.Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 10
    10. 10. Value PropositionNative mobile sync for iPad, iPhone, Android and BlackBerry. Dataavailable in online and offline modes.Email-to-opportunity and email-to-case conversion: Convertemails to opportunities, cases or quote. Reduces data entry.Increases sales and productivity.Much faster and better user adoption = Immediate Return onInvestmentTweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 11
    11. 11. Riva ConnectBar, Contact Link, AssignTo andSmartConvert Riva ConnectBar allows you to review and edit opportunities, TM quotes, projects and cases directly from your Exchange client. Riva ContactLink links directly from a contact in Exchange to that TM contact record in Sugar – great for viewing activity history. Riva AssignTo allows users to drag-and-drop/copy emails and TM automatically archive them against an existing CRM opportunity, case or quote. (The email is archived into the opportunity history.) Riva SmartConvert Drop Folders allows users to drag-and- TM 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.Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 12
    12. 12. 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!Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 13
    13. 13. Riva AssignTo Folders Archive emails against Sugar opportunities, contacts, accounts, cases or quotesTweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 14
    14. 14. Demonstration  O to Cie t ul k ln o  O to W bA cs ul k e ces o  iP d a  McaTweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 15
    15. 15. Riva On PremiseExchange Connection Screen Shots
    16. 16. Welcome to Riva Integration Server
    17. 17. ConfigureSugar Connection Screen Shots
    18. 18. Riva Policy Configuration Screen Shots
    19. 19. Riva – the best way to sync SugarCRM andExchange 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
    20. 20. Questions? Get RIVA 15-day Trial! Save Time Sync More Sell More
    21. 21. Questions and Thank you! aldo@rivacrmintegration.com Aldo Zanoni, CEO Omni Omni Technology Solutions, Inc. 408.675.5015 Ext. 232 www.rivacrmintegration.comTweet: #SCON12
    22. 22. 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 ROITweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 50
    23. 23. Submit Session Feedback S e le c t th e S u g arC o n M o b ile Ap p : • T po tiss s io a n h es n • T po s re a n uv y • S b it o re d a k u m y u fe b c*Pizso a e d e wosb it es nf d ak s gte o ilA p re f t n es h u m ssio e b c uin h M be p rt e 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 51
    24. 24. #S C O N 1 2 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 52

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