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Sync Salesforce directly to Microsoft Exchange

Sync Salesforce directly to Microsoft Exchange. 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 – Sync salesforce.com to Exchange.

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Sync Salesforce directly to Microsoft Exchange

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  1. 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@rivacrmintegration.comwww.rivacrmintegration.com

  2. 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.

  3. 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

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. Supported email platforms • Microsoft Exchange Server 2010, 2007 and 2003 • Office 365 • Hosted Exchange • Novell GroupWise (server and client)

  9. 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.

  10. 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

  11. 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@rivacrmintegration.comwww.rivacrmintegration.com

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