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 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:
• 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 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

• 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.

• 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.

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.

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.

• Microsoft Exchange Server 2010, 2007 and 2003
• Office 365
• Hosted Exchange
• Novell GroupWise (server and client)

• 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 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

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