Sync Salesforce directly to Microsoft Exchange

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Sync Salesforce directlyto Microsoft Exchange
Outlook OWA Office 365 Mac Mobile
Trevor Poapst VP Marketing and Sales Riva CRM
Integration 408.675.5015 Ext. 238 trevor_at_rivacrmin
tegration.comwww.rivacrmintegration.com
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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
• 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.
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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

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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.

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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.

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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.
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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.
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Supported email platforms

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

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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.

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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

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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_at_rivacrmin
tegration.comwww.rivacrmintegration.com