Riva – Sync Sugar directly to Microsoft Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015.

Riva – Sync Sugar directlyto Microsoft Exchange

Server-side sync | No plug-ins required

Trevor PoapstVP Marketing and Sales

Riva CRM Integration408.675.5015 Ext. 238

[email protected]

Riva delivers advanced, server-side integration for SugarCRM and Microsoft Exchange. Riva allows Sugar customers to go beyond the standard Outlook plug-in.

Riva is compatible with ALL Exchange clients:

• Outlook 2010 (64-bit and 32-bit)• Outlook 2007 and 2003• Outlook Web Access (OWA)• Outlook on Citrix and Terminal Services• Outlook 2011 for Mac, Entourage, native Mac OS X apps• iPad, iPhone, Android, BlackBerry, Windows Mobile

Riva – Sync Sugar to Exchange

Sync Sugar to the native address book and calendar on BlackBerry, iPad and iPhonemobile devices.

Riva editions for SugarCRM

Riva 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 Cloud (SaaS)

• First SaaS integration solution for Sugar / Exchange

• Ideal for SMB, Mac and hosted Exchange customers

• Monthly subscriptions (no min. purchase)

What Riva syncs between Sugar / Exchange

Address Book

• Contacts, leads, custom fields

Calendar

• Appointments, meetings, tasks, phone calls• Recurring appointments

Email

• Log emails (and email attachments) against Sugar accounts, contacts, opportunities, cases and quotes

Sales and Support

• Opportunities, cases, quotes, projects andcustom objects

Value proposition...

• Server-side sync solution for Sugar / Exchange – NO plug-ins or mobile apps need to be installed, configured or managed on users’ desktops, laptops or mobile devices (scalable and easier to manage).

• Riva delivers a transparent, bi-directional sync of address book and calendar data between Exchange and Sugar – and a uni-directional sync on Sugar opportunities, cases, quotes and projects...

• Riva syncs Sugar to the native address book, calendar and mail apps on the iPad, iPhone, BlackBerry and other ActiveSync mobile devices.

Value proposition...

• Administrators create Riva Sync Policies that can be applied to individuals or groups of users depending on their sync requirements.

• Riva syncs recurring appointments, email attachments, multi-day events, custom Outlook and Sugar fields, custom Sugar categories to Outlook, and more...

• Custom contact filtering options (based on CRM security, ownership or other custom options)

• Riva SmartConvert Folders, Riva AssignTo Folders, Riva ConnectBar - powerful automation features that increase Sugar productivity, user adoption and satisfaction.)

Value-add 1: Riva SmartConvert Folders

Reduce the amount of time salespeople spend manually entering data into Sugar. Riva SmartConvert Folders automate the creation of opportunities, cases and quotes – and associated contacts and accounts if they don’t already exist.

Value-add 2: Riva AssignTo Folders

Archive emails against Sugar accounts, contacts, opportunities, cases and quotes – and see an email summary of all your opportunities from Exchange clients (in connected and disconnected modes).

Supported mail systems and clients

• Microsoft Exchange 2010, 2007 and 2003(hosted and on-premise versions – incl. MS BPOS)

• Novell GroupWise (client and server)

• Outlook 2010, Outlook, Outlook Web Access, Outlook on Terminal Services

• Office 2011 for Mac, Entourage 2008 and 2004, native Mac OS X 10.6 apps (Mail, iCal, Address Book)

• iPad, iPhone, BlackBerry, Windows Phone, Android, Nokia, Palm, Sony Ericsson, LG and other ActiveSync mobile devices

Riva editions and pricing

• Riva On-Premise (min. 5-user purchase)

• Sugar Pro - $195 USD per user (subscription)

• Sugar Enterprise - $195 USD per user (subscription)

• Volume discounts for 30+ seats.

• Riva Live (no min. purchase)

• Monthly subscriptions start at $9.95/month per user.

• Premium subscription - $24.95/month per user

• Ideal for up to 10 accounts

Thank you!

Learn more at rivacrmintegration.com.15-day free trial available.

Trevor PoapstVP Marketing and Sales

Riva CRM Integration408.675.5015 Ext. 238

[email protected]