Beyond EMail: Riva Integration Server for CRM and Thirdparty Integration for Novell GroupWise

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Beyond E-MailRiva Integration Server for CRM
and Third-party Integration for Novell
GroupWise
Aldo Zanoni CEO, Managing DirectorOmni
Technology Solutions 1.780.423.4200 Ext.
232 www.omni-ts.com
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Aldo ZanoniCEO, Managing DirectorOmni
Technology Solutionsaldo_at_omni-ts.comwww.omni-ts
.com1.780.423.4200
3
Agenda

• Riva Background
• Riva Integration Server CRM and Third-party
  Integration Strategy 8 CRMs and 4 Databases for
  GroupWise 8
• Its About Being Strategic
• Non-CRM Integrations SharePoint, Facebook
• Screen Shots / Demonstration

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Riva Background

• The Riva Collaboration Integration Platform was
  designed to satisfy the long-standing need to
• Automate Novell GroupWise Content Management
  based on policies within GroupWise and
  information from Novell eDirectory
• Provide managed account content updates based on
  manual, scheduled or event-monitored
  synchronization policies and applications
  (one-to-one or one-to-many)
• Deliver transparent, seamless and tight
  integration for CRM and line-of-business
  applications for all Novell GroupWise clients

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Manage GroupWise Like Never Before

• Riva delivers four components
• Managed Policies for automated account content
• Managed Applications for eDirectory integration
• GroupWise Reports
• CRM and third-party application and database
  connectors
• Source and destination objects

Source objects can be a GroupWise resource or
account an eDirectory object or an external
third-party application, CRM or database.
Destination objects can be one or multiple
eDirectory accounts, groups, containers, or
GroupWise accounts or post offices.
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Riva Managed Policies

• Allow GroupWise to automatically manage itself
  for
• Calendars (shared and standard)
• Address books (shared and standard)
• Folders (shared and standard)
• Rules
• Categories
• Proxy Access
• Birthday Reminders
• Internet Address Updates
• Password Expiration Reminder Emails

Requires GroupWise 7.0.2
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Riva Managed Reports

• Generate reports for information that is
  otherwise difficult to find or unavailable
• Shared Calendars
• Shared Address Books
• Shared Folders
• eDirectory Account Audit
• Rules Report
• Proxy Access
• User Archive Path

Requires GroupWise 7.0.2
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Riva Managed Applications

• Riva Managed Applications use connectors to
  integrate GroupWise to eDirectory and external
  applications for managed signatures and
  distribution list management.
• Riva Managed Signatures
• Riva Dynamic Distribution Lists
• Riva Secure Distribution Lists
• Riva Event Monitor
• Future Applications
• GroupWise Mail Merge, Account Settings Management

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Riva Managed Signatures
Riva Managed Signatures allow you to standardize
and enforce user signature content by pushing
eDirectory values into each user
signature. Includes support for department
specific or eDirectory group specific
disclaimers. Provides local language disclaimers
for international companies.
eDirectory ValuesFirst Last Title,
Department Company (URL Text)? Office
Phone Fax Fax Mobile Mobile Blank
line Italian department disclaimer
Managed Signature Teruel Carassco Director,
Global Sales Omni Technology Solutions
Inc. www.omni-ts.com Office 1.780.423.4200 Ext.
232 Fax [phone] Mobile
1.780.707.0099 Le informazioni contenute in
questa comunicazione e gli eventuali documenti
allegati hanno carattere confidenziale e sono ad
uso esclusivo del destinatario.
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Dynamic Distribution Lists

• Riva Dynamic Distribution Lists allow you to
• Populate GroupWise Distribution Lists with
  members from one or more eDirectory containers or
  groups (nested groups)
• Use multi-value LDAP queries to create Dynamic
  Distribution Lists from eDirectory or LDAP
  queries to external third-party applications
  (e.g., department is W, title is X,
  position is Y and manager is Z)
• Never have to worry again about distribution list
  accuracy or manually adding members to GroupWise
  distribution lists.

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Secure Distribution Lists

• Riva Secure Distribution Lists allow you to
• Include external email addresses in your
  system-defined distribution lists by linking
  GroupWise distribution lists to CSV files, CRMs,
  third-party applications and database queries
• Configure which accounts are authorized to send
  email to secure GroupWise distribution lists
• Completely hide distribution list members
  (regulatory compliance)
• Never have to worry again about unauthorized
  users sending emails to sensitive or large
  distribution lists or not being able to include
  non-GroupWise email addresses in system-defined
  distribution lists.

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Riva Integration Server Integrate CRMs and
Third-party Applications Like Never Before

• The Riva Integration Server for Novell
  GroupWise integrates data from third-party
  databases, CRMs, ERPs, business processes,
  collaboration systems, management systems and
  others into GroupWise.
• Key Value Synchronization of data from
  virtually any source ... to any Novell GroupWise
  destination, providing seamless, transparent
  synchronization.

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Beyond E-mail 8 CRM and 4 Database
Integrations for GroupWise 8
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Riva Collaboration Integration Connectors
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(No Transcript)
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Being Successful is About Being Strategic

• Novell GroupWise and Teaming play strategic
  roles for Novell customers by bringing together
  collaboration and knowledge workers in
  project-based team workspaces.
• CRM, ERP, Collaboration and LOB applications
  also play a strategic role for management, sales
  and service staff. (Not to imply that sales and
  management staff are not knowledge
  workers!)People LIVE in their CRM and various
  LOB applications.

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1 Objective for Corporate Buy-in?
Increased Profitability (better customer service,
more sales)

• Sales and customer service are highly
  collaborative experiences.
• Riva SharePoint and Portal Integration for
  Novell GroupWise fosters and enhances corporate
  productivity and collaboration without the user
  having to change the way he uses GroupWise or
  SharePoint
• Riva enhances profitability by giving your
  employees access to SharePoint information
  anytime and anywhere they have access to Novell
  GroupWise!

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1 Criterion for User Buy-in?
Ease of Use

• If the 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 customer
  service agents, sales representatives and
  account executives have. Riva Integration gives
  time back to your staff.
• With Riva SharePoint Integration for GroupWise
  Web Part Portal Integration for SharePoint,
  users have access to accurate information inside
  SharePoint and inside Novell GroupWise
  anytime and anywhere. Its their choice!

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Rivas Focus End-user Impact

• Riva integrates Novell GroupWise and
  mission-critical applications to
• Make the end-users life easier (for everyone
  from the receptionist to the CEO)
• Help users reach their sales targets and customer
  service goals
• Give me more time!
• Keep users organized and give them access to
  accurate information everywhere they need it.
  Users dont have time to keep track of
  everything on their own

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Think of Riva as a Bridge Between...
CollaborationNovell GroupWise SQL SQL
databases CRM SugarCRM, info_at_hand, Microsoft
CRM, Salesforce, Bluefin, Microsoft SharePoint,
SageCRM, Facebook
Novell GroupWise Resource or regular account
Riva is to Novell GroupWise content
synchronization... ...what Novell Identity
Manager is to directory values synchronization.
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MANDATE TO THE DEVELOPER TEAM
Allow me to live in GroupWiseand access and
manage myCRM content.
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Rivas Most Import T Transparent
Transparent, bi-directional synchronization of
appointments, phone calls, tasks, notes, address
book contacts, accounts and organizations
Transparent synchronization of opportunities,
quotes, sale orders, invoices, cases and others
from CRM to GroupWise.
Synchronized modules are CRM specific
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More than just a Windows Client Plug-inComplete
Platform for CRM Integration

• No-touchTM integration (no software to add to
  clients)
• Transparent to both Novell GroupWise and CRM
• Compatible with GroupWise running on all server
  platforms
• No new infrastructure or firewall changes
• Turn all GroupWise clients into integrated CRM
  clients (supports caching and remote modes)

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Bi-directional Synchronization
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Allow Users to Do Things ONCE in the CRM or in
GroupWise!

• Leverage the off-line and on-line capabilities
  of Novell GroupWise to
• Create / edit CRM accounts
• Create / edit CRM contacts
• Create / edit CRM appointment
• Create / edit CRM tasks
• Review opportunities, cases, quotes

With GroupWise 8, we expect to be able to
deliver off-line editing of opportunities, cases,
quotes...
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Riva ConnectBarTM and Automatic CRM Content
Creation from Novell GroupWise

• Riva ConnectBarTM Review, Edit and Delete
  opportunities, quotes, projects and cases
  directly from Novell GroupWise (We expect
  off-line edit to be supported in the GroupWise
  8.)
• Riva SmartConvert Drop FoldersTM Allow users
  to convert customer emails into archived or new
  CRM datadirectly from GroupWise. Automatically
  create new CRM contacts, accounts, opportunities,
  cases, tasks and appointmentsdirectly from
  GroupWise.

See www.omni-ts.com/crm-integration
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Convert a Novell GroupWise e-mail into a CRM
opportunity or case.
RIVA SMART CONVERT AND DROP FOLDERS
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SmartConvertTM Folders Email
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Task and Calendar Integration
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Call, Appointment and Task Integration
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Phone Call Integration
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Lead Integration
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Contact Integration
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Account Integration
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Opportunities Integration
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Calendar Integration
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GroupWise and CRM Dashboard View
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Support Incident (Case) Integration
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Riva SmartConvert Folders
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SharePoint Integration for GroupWise
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Sample Integrated Dashboard
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Microsoft SharePoint Integration Add GroupWise
Web Part
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Microsoft SharePoint Integration One GroupWise
Web Part
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Microsoft SharePoint Integration Three
GroupWise Web Parts
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Microsoft SharePoint Integration Five
GroupWise Web Parts
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Microsoft SharePoint Integration Open
GroupWise Appointment
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Facebook Integration for GroupWise
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Riva SDK and Third-party Collaboration
Integration and Synchronization for Non-CRMs
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Proposed Integration Points for SharePoint

• Additional SharePoint Web Parts can be developed
  to include
• searching the users GroupWise account when
  doing a search in SharePoint
• access to GroupWise documents in SharePoint
• auto-fill from the GroupWise address book in
  SharePoint
• and other integration points as requested by
  customers

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Future Integrations

• Rivas SDK will allow for other companies to
  build collaboration and synchronization
  integrations for their proprietary CRM, ERP, LOB
  and other applications.
• This removes Omni from being the potential
  bottleneck when customers are looking for
  additional integration solutions.
• Novell Teaming
• Microsoft Project
• Other Project Management Applications
• Document Management Integrations

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Demonstration of Riva CRM Integrationfor
Novell GroupWise
1 Novell GroupWise CRM INTEGRATION SOLUTION
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Bottom Line Increased Satisfaction and ROI

• Riva allows your sales reps, support personnel
  and service staff leverage the stuff they
  already recording (contacts, appointments, tasks,
  notes, quotes, etc.).
• Staff can focused on customers and high-value
  tasks rather than trying to find out information
  or worrying about opportunities that fall between
  the cracks.
• Riva delivers complete integration of a
  companys two most critical applications
  Novell GroupWise and CRM.

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Riva Delivers

• Riva gives time back to your customer-facing
  staff and executives.
• Riva provides improved sales and business
  process management and projections.
• Riva delivers immediate user adoption and
  satisfaction.
• Riva immediately improves the Return on
  Investment for Novell GroupWise and CRM.

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Thank You!
Aldo Zanoni CEO, Managing DirectorOmni
Technology Solutions 1.780.423.4200 Ext.
232 www.omni-ts.com
55
SageCRM-specific Information Added to Novell
GroupWise

• Orders
• - Billing Address
• - Delivery Date
• - Description
• - Discount
• - Discount Amount
• - Discount Type
• - Gross Amount
• - Line Item Discount
• - Net Amount
• - Opened Date
• - Person
• - PO Reference
• - Reference
• - Shipping Address
• - Shipping Method
• - Status

• Opportunities
• - Certainty (i.e. Probability)
• - Closed Date
• - Company
• - Created Date
• - Description
• - Details
• - Forecast
• - Opened Date
• - Priority
• - Person
• - Source
• - Stage
• - Status
• - Target Close Date
• - Territory
• - Total Order Value
• - Total Quote Value
• - Type

Users can sort quotes, cases and opportunities
based on each of the fields.
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SageCRM-specific Information Added to Novell
GroupWise

• Cases
• - Area
• - Created Date
• - Customer Reference
• - Description
• - Fix in
• - Found in
• - Priority
• - Problem Details
• - Problem Type
• - Reference ID
• - SLA Severity
• - Source
• - Stage
• - Status

• Quotes
• - Description
• - Discount
• - Discount Amount
• - Discount Type
• - Expiration Date
• - Gross Amount
• - Line Item Discount
• - Net Amount
• - Opened Date
• - Reference
• - Status

Users can sort quotes, cases and opportunities
based on each of the fields.