Beyond Outlook Plug-ins – Sync Sugar to ALL Exchange Clients | SugarCon 2011


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Need to sync Sugar CE, Professional or Enterprise to Outlook, Outlook Web Access, Outlook on Terminal Services, Office 2011 for Mac, Entourage or GroupWise? Tired of installing, configuring and managing plug-ins on users' desktops, laptops and mobile devices? Would you like to sync Sugar contact and calendar data to the "native" address book and calendar on BlackBerry, iPad, iPhone, Windows Phone, Android or other ActiveSync mobile devices?

View this resentation to learn how Riva Integration Server from Omni delivers advanced, "server-to-server" integration for Sugar, Exchange and GroupWise - NO plug-ins required:

* Sync Sugar accounts, contacts and leads
* Sync Sugar appointments, meetings, phone calls and tasks
* Sync Sugar opportunities, cases, quotes, projects and custom tasks
* Archive emails to Sugar accounts, contacts, cases, opportunities, quotes and more
* Sync recurring appointments, custom fields, custom objects, email attachments and more

BONUS: Attendees will also learn how to reduce manual data entry and increase CRM user adoption and satisfaction with Riva SmartConvert and AssignTo Folders - powerful productivity and time-saving features that save sales and support staff up to one hour per day.

More information on Riva Integration Server:

Presented by Aldo Zanoni, CEO and Managing Director, Omni, at SugarCon 2011

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  • Beyond Outlook Plug-ins – Sync Sugar to ALL Exchange Clients | SugarCon 2011

    1. 1. Riva Integration Server for Sugar Beyond the Outlook plug-in Aldo Zanoni CEO and Managing Director Omni Technology Solutions +1 780.423.4200 Ext. 232 [email_address]
    2. 2. Agenda (60 minutes) <ul><li>Improve user adoption through Riva’s Server-side and cloud-based Sugar integration for Exchange, Mac Mail and GroupWise </li></ul><ul><li>How to sync address book and calendar information </li></ul><ul><li>How to manage Sugar opportunities , cases and quotes from your email client or mobile device </li></ul><ul><li>How to increase sales and reduce manual data entry with Riva SmartConvert and AssignTo Folders </li></ul><ul><li>Questions and answers </li></ul>
    3. 3. <ul><ul><li>Meet Christina... Director of Sales </li></ul></ul>
    4. 4. <ul><ul><li>Meet Marcus... Mac and iPad User </li></ul></ul>
    5. 5. What Challenges do Christina and Marcus face with legacy plug-ins? <ul><li>Need to access Outlook Web Access or Citrix/Terminal Services and sync their CRM information </li></ul><ul><li>Need support for highly mobile users - so disconnected they can’t benefit from the Outlook plug-in </li></ul><ul><li>Need native sync to iPad, iPhone, BlackBerry, Android , or ActiveSync for users who need to access their CRM information, opportunities, cases, quotes on their mobile devices </li></ul><ul><li>Need to synchronise recurring appointments </li></ul><ul><li>They use Macs and one department uses GroupWise (no plug-ins available) </li></ul>
    6. 6. … Challenges <ul><li>They have users in two departments who need to synchronize with more than one instance of their CRM and one team that needs to access two different CRMs </li></ul><ul><li>They need to synchronise custom objects and fields </li></ul><ul><li>They need to support non-corporate customers that use BPOS ( Exchange On-line ) to access their CRM aren’t supported with the Outlook plug-in </li></ul><ul><li>Need to have better control over what CRM data gets synched to user accounts </li></ul>
    7. 7. <ul><ul><li>Riva delivers advanced, server-side integration for Microsoft Exchange, Novell GroupWise and Sugar. Riva allows CRM customers to go beyond the Outlook plug-in . </li></ul></ul><ul><ul><li>Riva is compatible with ALL Exchange and GroupWise clients: </li></ul></ul><ul><ul><ul><ul><li>Outlook 2010/2007/2003, Outlook Web Access, Outlook on Citrix and Terminal Services </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Office 2011 for Mac, Entourage, native Mac OS X apps </li></ul></ul></ul></ul><ul><ul><ul><ul><li>GroupWise (client and server) </li></ul></ul></ul></ul><ul><ul><ul><ul><li>BlackBerry, iPad, iPhone, Android, Windows Phone and other ActiveSync devices. </li></ul></ul></ul></ul>Riva Integration Server Sync CRM to native address book and calendar apps on mobile devices
    8. 8. Exchange and GroupWise Riva Integration Server - a server-to-server bridge between...
    9. 9. Riva goes beyond the Outlook plug-in Novell GroupWise Microsoft Exchange
    10. 10. “ Allow me to live in my email client and access and manage my Sugar content.” MANDATE TO THE RIVA DEVELOPER TEAM:
    11. 11. Riva editions <ul><li> Riva Integration Server (On-premise) </li></ul><ul><ul><li>Highly scalable (min. 5-user purchase) </li></ul></ul><ul><ul><li>Gets installed once on a server (physical or VM) </li></ul></ul><ul><ul><li>Powerful Sync Policy options for groups of users </li></ul></ul><ul><li> Riva Live (SaaS) </li></ul><ul><ul><li>First SaaS integration solution </li></ul></ul><ul><ul><li>Ideal for SMB, Mac and hosted Exchange customers </li></ul></ul><ul><ul><li>Monthly subscriptions (no min. purchase) </li></ul></ul>
    12. 12. What Riva syncs <ul><li> Address Book </li></ul><ul><ul><li>Accounts, contacts, leads, custom fields and categories </li></ul></ul><ul><li> Calendar </li></ul><ul><ul><li>Appointments, meetings, tasks, phone calls </li></ul></ul><ul><ul><li>Recurring appointments </li></ul></ul><ul><li> Email </li></ul><ul><ul><li>Archive emails (and email attachments) against CRM accounts, contacts, opportunities, cases, and quotes </li></ul></ul><ul><li> Sales and Support </li></ul><ul><ul><li>Opportunities, cases, quotes, custom objects </li></ul></ul>
    13. 14. Value proposition... <ul><li>Server-side CRM sync solution – NO plug-ins or mobile apps need to be installed, configured or managed on users’ desktops, laptops or mobile devices (highly scalable). </li></ul><ul><li>Riva delivers a transparent, bi-directional sync of address book and calendar information – and a uni-directional sync on CRM opportunities, cases, quotes, projects, and custom objects. </li></ul><ul><li>Riva syncs CRM to the native address book, calendar and mail apps on the iPad, iPhone, BlackBerry and other ActiveSync mobile devices. </li></ul>
    14. 15. Value proposition... <ul><li>Riva allows administrators to define Sync Policies and apply them to individuals or groups of users depending on their sync requirements. </li></ul><ul><li>Riva syncs recurring appointments, email attachments, multi-day events, custom Outlook and CRM fields, and more... </li></ul><ul><li>Custom contact filtering for large deployments. </li></ul><ul><li>Sync custom objects from CRM to Exchange </li></ul>
    15. 16. Riva SmartConvert and AssignTo Folders <ul><li>Riva SmartConvert Drop Folders TM allows users to drag-and-drop emails into a SmartConver folder (from all Exchange clients). Riva converts the email into a new opportunity, case, quote, etc. in your CRM. </li></ul><ul><li>Riva AssignTo TM allows users to drag-and-drop emails and automatically archive them against an existing CRM opportunity, case or quote. </li></ul><ul><li>Riva ConnectBar TM allows you to review and edit opportunities, quotes, projects and cases directly from your Exchange client. </li></ul>Reduce Manual Data Entry in Sugar
    16. 17. Value-add 1: Riva SmartConvert Folders <ul><ul><ul><li>Reduce the amount of time salespeople spend manually entering data into the CRM. Riva SmartConvert Folders automate the creation of opportunities, cases and quotes – and associated contacts and accounts if they don’t already exist in the CRM. </li></ul></ul></ul>
    17. 18. Value-add 2: Riva AssignTo Folders <ul><ul><ul><li>Archive emails against CRM accounts, contacts, opportunities, cases and quotes – and see an email summary of all your opportunities from Exchange and GroupWise clients (in connected and disconnected modes). </li></ul></ul></ul>
    18. 19. Microsoft Outlook client with Riva Folders
    19. 20. Manage Sugar opportunities in Outlook
    20. 21. Riva ConnectBar – Manage opportunities
    21. 22. Riva ConnectBar – Manage opportunities
    22. 23. Why do Companies Deploy a CRM? Sales and customer service are highly collaborative experiences. Riva fosters and enhanced productivity and collaboration without changing how people use their email client. Riva enhances profitability , sales and customer service by giving your employees access to accurate CRM information anytime and anywhere they have access to Outlook or GroupWise! Increased profitability, better customer service, more sales
    23. 24. What do Users Want/Expect in a CRM? If the CRM application is not easy to use , it will not be used! If the application does not work the way users expect it to work, it will not be used! Time is the most precious commodity users have. Riva gives time back to your users. Riva gives users access to accurate and updated information inside the CRM or inside their email client — any time and anywhere. Ease of use
    24. 25. Riva Advanced Integration Demo
    25. 26. Marcus and Christina’s needs are satisfied with Riva <ul><li>Server-to-server synchronisation </li></ul><ul><li>No plug-ins or additional applications required </li></ul><ul><li>Supports hosted or on-premise Exchange 2010, 2007, 2003 and GroupWise 7.0.3 and 8 </li></ul><ul><li>Supports ALL Exchange and GroupWise email clients: Outlook, Web Access, Macs, iPad, BlackBerry, iPhone, </li></ul><ul><li>Does not need to be licensed by all users. License Riva for those users who can take advantage of its advanced integration options </li></ul><ul><li>Saves them time, frustration, and money and increases the return on their CRM and e-mail investment </li></ul>
    26. 27. In summary, Riva <ul><li>Provides simplified, advanced, server-to-server synchronization </li></ul><ul><li>Is transparent to end-users – no plug-ins or mobile applications to install and manage </li></ul><ul><li>Resolves many of the frustrations and causes of lack of CRM adoption </li></ul><ul><li>Can be tried on-line with Riva Live - Cloud-based CRM integration: https :// </li></ul>
    27. 28. Questions ? On-line training and resources available at:
    28. 29. Thank you! More information: Aldo Zanoni CEO and Managing Director Omni Technology Solutions +1 780.423.4200 Ext. 232 [email_address]
    29. 30. Sugar and Exchange Screenshots
    30. 31. Sync Sugar and Exchange contacts
    31. 32. Sync Sugar and Exchange appointments
    32. 33. Sync Sugar and Exchange tasks
    33. 34. Sync Sugar and Exchange tasks
    34. 35. Microsoft Outlook client with Riva Folders
    35. 36. Manage Sugar opportunities in Outlook
    36. 37. Riva ConnectBar – Manage opportunities
    37. 38. Riva ConnectBar – Manage opportunities
    38. 39. Riva SmartConvert – Create a new opportunity
    39. 40. Riva AssignTo Folders – Archive emails
    40. 41. Manage Sugar opportunities in Entourage
    41. 42. SmartConvert emails in Mac Mail
    42. 43. Sync Sugar appointments to iCal
    43. 44. Sync Sugar contacts to Mac Address Book
    44. 45. Access Sugar contacts in Entourage
    45. 46. Access Sugar appointments in Entourage
    46. 47. CRM contacts in GroupWise
    47. 48. CRM calendar in GroupWise
    48. 49. Integrated CRM dashboard view in GroupWise