Riva Sync Sales Logix and Sage CRM to

Riva – Sync Sales. Logix and Sage. CRM to Exchange Reliable contact, calendar, task and email integration – 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 overview Riva delivers advanced, server-side integration for Sales. Logix (Cloud and On-Premise), Sage. CRM and Sage. CRM. com and Microsoft Exchange. Riva offers a reliable sync alternative for contact, calendar, task and email information. Riva can syncs Sales. Logix and Sage. CRM to: • Outlook 2010/2007/2003, Outlook Web Access, Outlook on Citrix and Terminal Services • Office 2011 for Mac, Entourage, native Mac OS X apps • Novell Group. Wise (client and server) • Black. Berry, i. Pad, i. Phone, Android, Windows Phone and other Active. Sync devices). Sync Sales. Logix and Sage. CRM to the native address book and calendar on Black. Berry, i. Pad and i. Phone mobile devices.

Riva editions for Sales. Logix and Sage. CRM Riva Integration Server (On-premise) • Highly scalable (min. 5 -user purchase) • Gets installed once on a server (physical or VM) • Powerful Sync Policy options for groups of users Riva Live (Hosted) • Sync SLX, Sage. CRM and Exchange in the cloud • Ideal for SMB, Mac and hosted Exchange customers • Monthly subscriptions (no min. purchase)

What Riva syncs Address Book • Accounts, contacts, leads, custom fields and categories Calendar • Appointments and activities (meetings, tasks, phone calls) • Recurring appointments Email • Archive emails and email attachments against Sales. Logix and Sage. CRM accounts, contacts, opportunities, cases, and quotes CRM-specific information • Opportunities, cases, quotes, custom objects

Value proposition. . . • Reliable, server-side sync alternative to Exchange Link and Intellisync for Sales. Logix (Cloud and On. Premise editions), Sage. CRM. com and Sage. CRM. • Sync support for all email apps and mobile devices that can talk to Exchange – Outlook 2010/2007/2003, Outlook Web Access, Outlook on Citrix, Office 2011 for Mac, i. Pad, i. Phone, Black. Berry, Windows Phone, Android and others. • No additional Outlook or mobile plug-ins are required on users’ desktops, laptops or mobile devices. • Reliably syncs contact, calendar, email and activity information.

Value proposition. . . • Riva allows administrators to define Sync Policies and apply them to individuals or groups of users depending on their sync requirements. • Riva syncs recurring appointments, email attachments, multi-day events, custom fields in Outlook, Sales. Logix and Sage. CRM, and custom objects. • Custom contact filtering for large deployments. • Riva Smart. Convert Folders, Riva Assign. To Folders, Riva Connect. Bar - powerful automation features that increase Sales. Logix and Sage. CRM productivity, user adoption and satisfaction.

Value-add 1: Riva Smart. Convert Folders Reduce the amount of time salespeople spend manually entering data into Sales. Logix and Sage. CRM. Riva Smart. Convert 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 Assign. To Folders Archive emails against Sales. Logix and Sage. CRM accounts, contacts, opportunities, cases and quotes – and see an email summary of all your opportunities from Outlook or your mobile device (in connected and disconnected modes).

Supported mail systems and clients • Microsoft Exchange 2010, 2007 and 2003 (hosted and on-premise versions – incl. Office 365) • Novell Group. Wise (client and server) • Outlook 2010, Outlook Web Access, Outlook on Terminal Services • Office 2011 for Mac, Entourage 2008 and 2004, native Mac OS X apps (Mail, i. Cal, Address Book) • i. Pad, i. Phone, Black. Berry, Windows Phone, Android, Nokia, Palm, Sony Ericsson, LG and other Active. Sync mobile devices

Thank you! Download a 15 -day trial version of Riva at www. rivacrmintegration. com Trevor Poapst VP Marketing and Sales Riva CRM Integration 408. 675. 5015 Ext. 238 trevor@rivacrmintegration. com www. rivacrmintegration. com