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@rivacrmintegration.com
www.rivacrmintegration.com
Riva – Sync salesforce.com to Exchange
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:
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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
Access your Salesforce contacts,
calendar, tasks and more on iPad,
iPhone, Android and BlackBerry
devices in online and offline modes.
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
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.
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.
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.
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.
Supported email platforms
• Microsoft Exchange Server 2010, 2007 and 2003
• Office 365
• Hosted Exchange
• Novell GroupWise (server and client)
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.
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
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
trevor@rivacrmintegration.com
www.rivacrmintegration.com
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Sync Salesforce directly to Microsoft Exchange