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Slide 1: Riva Integration Server for Exchange Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 aldo@omni-ts.com
Slide 2: Agenda 1. Overview of Riva 2. Riva’s Advanced Features 3. Review Client Screen Shots 4. Configure Exchange Connection 5. Configure Riva Synchronisation Policy 6. Summary
Slide 3: About Omni • • Omni develops CRM and line-of-business integrations for Microsoft Exchange and Outlook. Riva Integration Server is available for SharePoint, Microsoft Dynamics CRM, Microsoft Dynamics NAV, Oracle CRM, Salesforce, SageCRM, SugarCRM, SAP CRM and others. Omni’s Riva Integration Server platform will become the #1 CRM Integration solution in large niche market. •
Slide 4: Omni’s Software Development Philosophy “Simplicity is the ultimate sophistication.” Leonardo DaVinci
Slide 5: What’s the need? Users are frustrated with the limitations of traditional Outlook plug-ins Microsoft Outlook Microsoft Outlook (Desktop, WebAccess, BlackBerry, Entourage, ActiveSync...) CRM System
Slide 6: Customer Problem - Complexity • Client-side CRM plug-ins are costly to deploy and maintain, do not deliver CRM interoperability, are complex to learn and require user intervention Users spend too much time keeping CRM up to date instead of selling or serving customers No integration for Web Access, BlackBerry, ActiveSync and Mac Entourage Complexity causes a lack of CRM adoption and missed opportunities Inability for sales directors to track team productivity and sales pipeline • • • •
Slide 7: Solution – Riva Integration Server: No-Plug-ins
Slide 8: Think of Riva Integration Server as a bridge between... CRMs: Microsoft CRM, SharePoint, Salesforce, Oracle CRM, SageCRM, Saleslogix, SugarCRM, NetSuite CRM, Facebook, info@hand, Bluefin, and others... SQL: SQL databases Exchange
Slide 9: Riva CRM Integrations...
Slide 10: Riva Server-side Integrations CRM Integrations MS Dynamics CRM MS Dynamics NAV MS SharePoint Salesforce Oracle CRM SAP CRM SugarCRM SageCRM Saleslogix NetSuite CRM GoldMine info@hand And others... SQL Integrations MS SQL Server Oracle MySQL Postgres
Slide 11: Riva Supports Strategic Applications Exchange, CRMs, ERPs, and LOB applications play a strategic role for management, sales and service staff in all companies. Business depends on and people LIVE in the CRM and various LOB applications. Riva is strategic with customers because it transparently integrates their CRM to Exchange / Outlook.
Slide 12: #1 Objective for Corporate Buy-in? Increased Profitability (better customer service, more sales) Sales and customer service are highly collaborative experiences. Corporate wants fast and global CRM adoption. Riva delivers because it doesn’t require users to change the way they use their email client or the CRM Riva enhances profitability by giving your employees access to CRM information anytime and anywhere they have access to Outlook® or GroupWise®!
Slide 13: #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. Users have access to accurate and updated information inside the CRM and inside their email client — any time and anywhere. It’s their choice!
Slide 14: MANDATE TO THE DEVELOPER TEAM: “Allow me to live in Outlook and access and manage my CRM content.”
Slide 15: Riva’s Strongest Asset: Transparency Riva makes your email client invisible to the business processes 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 Outlook. “You have to see it to believe it!” *Synchronized modules are CRM specific
Slide 16: More than just a Windows Client Plug-in • No-touch integration (no software to add to clients) TM • Transparent to Exchange and CRM • No new infrastructure or firewall changes required • Riva is compatible with all Exchange email clients: Windows Outlook, Outlook Web Access, Macintosh Entourage, IMAP clients, Evolution, BlackBerry, ActiveSync, etc.) into integrated CRM clients with support for caching and remote modes
Slide 17: SmartConvertTM Folders – Email
Slide 18: Riva SQL Software Development Kit
Slide 19: Riva SQL SDK - Supported DBs Riva’s SQL SDK allows companies to integrate information from their proprietary SQL-based systems to GroupWise • Any ADO.NET supported DB • Any OLE DB or ODBC supported connection MySQL, MS SQL Server, Oracle, PostGres, Microsoft Access, … • SQL queries extract the information and provide the information to Riva. • Riva provides all communication with GroupWise
Slide 20: Riva SQL SDK – Integration Points Two Versions of Riva’s SQL SDK: Starter SDK • Contacts • Organizations • Appointments • Tasks • Phone Calls Advanced SDK • Opportunities • Support Cases (incidents) • Quotes • Archive Email • Smart Convert • Riva Connect Bar
Slide 21: Outlook CRM Client Integration Screenshots
Slide 22: Outlook Inbox
Slide 23: MS Dynamics CRM – Opportunity Folder
Slide 24: MS Dynamics CRM – Open Opportunity
Slide 25: MS Dynamics CRM – Opportunity View
Slide 26: Riva Smart Convert Drop Folders - Outlook
Slide 27: What’s on the backend? Configure the Exchange Connection
Slide 28: Configure the Exchange Connection
Slide 29: Configure the Master Account
Slide 30: Confirmation of Completion
Slide 31: Testing the Exchange Connection
Slide 32: Configure the Synchronisation Policy
Slide 33: Riva Sync Policy Target
Slide 34: Riva Scheduling
Slide 35: Riva Address Books
Slide 36: Riva Calendar Settings
Slide 37: Riva Task Settings
Slide 38: Riva Other Settings
Slide 39: Riva SmartConvert Settings
Slide 40: Riva “Assign To” Settings
Slide 41: Riva Connection Option Settings
Slide 42: Product Delivery Strategy
Slide 43: Product Delivery Strategy Focus on Return On Investment: Deployment and training savings alone by far outweigh the cost. If a $60,000 salesperson saves even 1 hour a month, the solution pays for itself. • • • Riva Hosted Edition (Riva SaaS) available for user trials and small businesses Add additional CRMs and features as requested by customers Continue to focus on delivery through channel partners
Slide 44: Competition • • • Native Outlook Plug-ins InvisibleCRM – Client-side CRM integrations In-house solutions that are built to satisfy a specific need
Slide 45: Our Unfair Advantage • • • • • • • Highly scalable, server-side strategy Transparent to end-user - no desktops to update or plug-ins to install Single server-side installation - quick to deploy Support for multiple CRMs Support for ALL Exchange clients Quick ability to bring new CRM connectors to market Double Next: Opportunity for CRM-to-CRM migrations
Slide 46: Thank you! sales@omni-ts.com Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 aldo@omni-ts.com