Riva – Sync Dynamics CRM
directly to Exchange
Server-side sync | No plug-ins required
Trevor Poapst
VP Marketing and Sales
Riva CRM Integration
408.675.5015 Ext. 238
trevor@rivacrmintegration.com
www.rivacrmintegration.com
Riva Integration Server for Dynamics CRM
Riva is the first “server-side” sync solution for Microsoft
Dynamics CRM and Microsoft Exchange. With Riva, there are no
Outlook plug-ins or mobile apps that need to be installed, configured
or managed for users. The sync is transparent and automatic.
Compatible with:
•
Outlook 2010 (64-bit and 32-bit), Outlook 2007 and 2003
•
Outlook Web Access
•
Outlook on Citrix and Terminal Services
•
Outlook 2011 for Mac, Entourage, native Mac OS X apps
•
Windows Phone, BlackBerry, iPad, iPhone, Android,
and other ActiveSync devices.
Sync Dynamics CRM to the
native address book and
calendar on Windows Phone,
BlackBerry, iPad and iPhone
mobile devices.
Riva editions for Microsoft Dynamics CRM
Riva Integration Server (On-premise)
• Gets installed once on a Windows server for
multiple users (physical server or VM)
• Powerful Sync Policy options for groups of users
• Scalable for large Dynamics CRM implementations
• Can run in tandem with Outlook plug
Riva Live (SaaS)
• First SaaS sync solution for Dynamics CRM
• Ideal for SMB, Mac and hosted Exchange
• Various monthly plans (no min. purchase)
What Riva syncs between Microsoft
Dynamics CRM and Exchange
Address Book
• Accounts, contacts, leads, custom fields and categories
Calendar
• Appointments, meetings, tasks, phone calls
• Recurring appointments
Email
• Archive emails (and email attachments) against
Dynamics CRM accounts, contacts, opportunities,
cases, and quotes
Sales and Support Information
• Opportunities, cases, quotes, custom objects
Value proposition
• First “server-side” sync solution for Microsoft
Dynamics CRM and Exchange. No Outlook plug-ins or
mobile apps need to be installed, configured or
managed on users’ desktops, laptops or mobile devices
(scalable, easier to manage).
• Compatible with all Exchange mail clients and
mobile devices. Sync Dynamics CRM to Outlook 2010
64-bit, Outlook 2007 and 2003, Outlook Web Access,
Outlook 2011 for Mac, Mac OS X, Outlook on Citrix,...
• Syncs Dynamics CRM to the native address book
and calendar apps on Windows Phone, iPad, iPhone,
BlackBerry and Android mobile devices –
no additional mobile app required.
Value proposition...
• Riva syncs custom Outlook and Dynamics CRM
fields, recurring appointments, email attachments and
multi-day events.
• Sync Dynamics CRM contacts, calendar items, tasks,
email, opportunities, cases, quotes, custom fields /
objects, and more directly to Exchange.
• Custom contact sync filters for large deployments.
• Riva SmartConvert and AssignTo Folders reduce
double data entry and increase Dynamics CRM user
adoption and satisfaction.
• Riva can work in tandem with the Outlook
plug-in or replace it.
Value-add 1: Riva SmartConvert Folders
Reduce the amount of time salespeople spend manually entering data
in Microsoft Dynamics 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.
Value-add 2: Riva AssignTo Folders
Archive emails against Dynamics CRM accounts, contacts,
opportunities, cases and quotes in Outlook, on your Mac,
or from your mobile device (in connected an disconnected modes).
Supported mail systems and clients
• Microsoft Exchange 2010, 2007 and 2003
(hosted and on-premise versions, including MS BPOS)
• Outlook 2010, Outlook 2007 and 2003, Outlook Web
Access, Outlook on Citrix and Terminal Services
• Office 2011 for Mac, Entourage 2008 and 2004,
native Mac OS X apps (Mail, iCal, Address Book)
• Windows Phone, iPad, iPhone, BlackBerry, Android,
Nokia, Palm, Sony Ericsson, LG and other ActiveSync
mobile devices
Supported Dynamics CRM editions
• Microsoft Dynamics CRM 2011 (On-Premises)
• Microsoft Dynamics CRM Online
• Microsoft Dynamics CRM 4.0 / 4.5
View Riva demos for Dynamics CRM:
www.rivacrmintegration.com/integration/videos/microsoft-crm/
Riva editions and pricing
• Riva On-Premise (min. 5-user purchase)
• Dynamics CRM (Perpetual) - $225/user plus support
• Dynamics CRM (Subscription) - $195/user per year
• Volume discounts for 30+ users.
• Riva Live (no min. purchase)
•
•
•
•
Monthly subscriptions start at $9.95/user per month
Premium subscription - $24.95/user per month
Ideal for up to 10 accounts
Compatible with hosted Exchange
Next steps...
Download a 15-day trial version at
www.rivacrmintegration.com
Trevor Poapst
VP Marketing and Sales
Riva CRM Integration
408.675.5015 Ext. 238
trevor@rivacrmintegration.com
www.rivacrmintegration.com