Riva Tech Talk: Introducing Riva Insight for Outlook & IBM Notes November 13, 2014 Call 408.675.5015 Or visit rivacrmintegration.com.

Riva Tech Talk:Introducing Riva Insight for Outlook & IBM Notes

November 13, 2014

Call 408.675.5015 • Or visit rivacrmintegration.com

Riva Review

Aldo Zanoni, CEORiva CRM Integration

[email protected]

AgendaRiva’s Mandate Since 2008

Introduction to Riva InsightRiva Insight Compatibility and RoadmapRiva Insight Early AccessQuestions and Answers

Who Uses RivaWhy Companies prefer Riva

Challenges related to client plug-ins for CRM data sync

Riva’s mandate since 2008

• Overcome the challenges and limitations of client-side CRM sync

• Create the world’s first and best synchronisation platform to allow CRM data sync from multiple CRMs to your collaboration platform - using a server-side solution

• To simplify CRM rollouts and increase user adoption based on reliability, scalability, security and simplicity

• Allow Enterprise customers to deploy their multi-thousand-user CRM implementations without having to install client plug-ins, install mobile apps or otherwise “touch” user desktops or mobile devices

• To allow SMB clients to benefit from the same advanced server-side sync solution as enterprise customers

• Plug-ins don’t support CRM data sync from Citrix or Terminal Services desktops

• Syncing CRM data with client plug-ins causes the client to slow down and become unusable

• Frequent upgrades to clients, CRM, desktops, and email clients cause continuous churn in installation, training and support issues

• High technical requirements and desktop rights for installation and configuration

• High cost of training and retraining users on how to use the plug-ins – with the different features supported or not supported across new versions

• Increased security risk – users must be logged into their desktop and email client 24 hours a day for the client-side sync to occur

• Decreased user adoption because of unreliable information caused by users not knowing whether the sync has taken place or a desktop was rebooted due to an automated security patch

• Little or no support for custom fields or custom objects

• Environmentally unfriendly – desktops have to be running 24 hours a day to sync the data. Increased electrical and HVAC costs

Challenges and limitations of client-side plug-ins for data sync

Who uses Riva…Riva is trusted by 1,000+ customers, including: 30 Fortune 500 companies, 10 of the world’s 50 largest banks, and numerous Global 1000 customers.

Largest Riva Cloud customer synchronises 22,000 active calendars!

Compared to the standard Outlook CRM sync plug-ins, Riva provides an always-on, most reliable way to sync CRM data to your email platform.

Proven performance Secure cloud architecture Built-in mobile sync

“Riva delivers much better integration than the Outlook connectors I have used in the past for Microsoft Exchange and other CRM systems.”

- M. Svensson

Why companies prefer Riva

Microsoft Exchange

Office 365

Hosted Exchange

IBM SmartCloud

IBM Notes & Domino

Novell GroupWise

Multi-vendor, continuous data sync – It just works!

Salesforce

SugarCRM

Microsoft Dynamics

Sage

Saleslogix (Infor CRM)

NetSuite

SAP

Marketo

And others…

Windows desktops and laptops Mac OS X desktops and laptops Virtual desktops

(Citrix, Terminal Services)

Webmail clients

(Office 365, Outlook Web App,

iNotes, GroupWise WebAccess)

Smartphones and tablet PCs

(iPad, iPhone, Android, BlackBerry, Windows

Phone, Surface tablets)

Integration for your entire team

Riva Insight + Riva CRM IntegrationThe Best of Both Worlds

Reliable, server-side CRM data syncand

the benefits of flexible client-side enhanced insight

Introduction to Riva Insight

Stéphane Zanoni, CTORiva CRM Integration

[email protected]

Riva’s 2014 mandate

To continue to deliver on our 2008 mandate to provide customers with the best server-side CRM data sync experience.

Enhance our customers’ CRM sync success by providing the best client-side experience - without suffering the challenges related to client-based options to sync CRM data.

Riva clients asked us to…

…enhance Riva’s server-side CRM data sync by:

– Providing immediate visibility and direct access to relevant CRM data without leaving Outlook or IBM Notes client

• Appointments, opportunities, interactions, custom fields and custom objects

– Allowing users to relate and assign emails and appointments to specific CRM contacts, opportunities, cases, quotes, custom objects, etc.

– Allowing users to log a call and take notes and have them be related in CRM against specific contacts, opportunities, cases, quotes, customer objects, etc.

They also asked for…

– Access to relevant non-CRM-based information about contacts and accounts

• local time, temperature in home city, local holidays, …

– Direct access to relevant contact and account information from social, public and third-party data enrichment sources

– A single side panel to view data from multiple targets

– Decreased complexity

– Fewer support and client challenges that traditional client plug-ins

Introducing Riva Insight - not your average client-side plug-in

Riva Insight provides the advantages of a client-side enhancement without suffering from the CRM data sync problems of the traditional Outlook / Notes plug-in

Riva Insight delivers:

• The industry’s first server-side, centrally managed and controlled client plug-in

• Direct access to data from CRM and the multiple targets• The ability to provide relevant CRM and third-party information

to users based on their roles in the company• The ability to expand Riva Insight’s real-time access to CRM and

data from multiple sources

Riva January release features

Riva Cloud customers – Sync Now – View last sync time– View personal sync logs

All Riva Customers – Track in CRM

• assign contacts, emails, tasks and appointments to CRM

– Log a Call• Ability to add an activity and relate it to CRM

– View upcoming and recent interactions• Includes appointments, emails and tasks

– View list of opportunities and cases– View contact local time zone and weather

Riva Insight – Track in CRM

Riva Insight

• All CRM-based fields, objects and values

• Wikipedia• Google+• Local weather• Local time• …

• Inside View• LinkedIn• Twitter• Data.com• S&P Capital IQ• Thomson and Reuters• Factiva• Dun & Bradstreet• Stock Ticker• …

Standard Options Potential Enrichment Partners

Riva Insight Demonstration

Riva Insight – early access availability

• Salesforce• Sugar• Dynamics CRM

Starts November 17, 2014

Outlook and IBM Notes on Windows, Citrix and Terminal Services

Riva On Premise customers- Limited #- By invitation only

For Riva Cloud Premium customers- Sign-up and request early access

- Download Riva Insight

- Log into Riva Cloud Premium

- Select “Enable Riva Insight”

Riva Insight – available for purchase

Starts January 15, 2015

• SAP C4C• Oracle CRMOD• Oracle SalesCloud• NetSuite

Outlook and IBM Notes on Windows, Citrix and Terminal Services

• Salesforce• Sugar• Dynamics CRM

Questions?

www.rivacrmintegration.com/insight/

Sign up to get Riva Insight at

Stéphane Zanoni, CTO [email protected]

Screen Shots

Riva Insight for Outlook – contact view

Riva Insight for Outlook – upcoming interactions

Riva Insight for Outlook – recent interactions

Riva Insight for Outlook - InsideView account summary

Riva Insight for Outlook – InsideView account details

Riva Insight for Outlook – access to all email contacts

Riva Insight for Outlook – log a call & add meeting to related object

Riva Insight – Track in CRM

Riva Insight for Notes – contact view

Riva Insight for Notes – upcoming interactions

Riva Insight for Notes – recent interactions

Riva Insight for Notes - InsideView account summary

Riva Insight for Notes – InsideView account details

Riva Insight for Notes – access to all email accounts

Riva Insight for Notes – log a call & add meeting to related object