1 / 24

Manage, Create and Access CRM Information from your iPad

Manage, Create and Access CRM Information from your iPad. Beyond Outlook Plug-in Synchronization. Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 aldo@omni-ts.com www.rivacrmintegration.com. Agenda. General Riva CRM Integration Server review

beulah
Download Presentation

Manage, Create and Access CRM Information from your iPad

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Manage, Create and AccessCRM Information fromyour iPad Beyond Outlook Plug-in Synchronization Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 aldo@omni-ts.com www.rivacrmintegration.com

  2. Agenda • General Riva CRM Integration Server review • Configure Riva with iPad and mobile-specific settings • Configure your iPad • Screenshots of: • CRM contacts on your iPad • CRM appointments from your iPad • Folder structure on your iPad • View CRM opportunities, cases or quotes on your iPad • View the full set of iPad videos on our site: www.rivacrmintegration.com/integration/videos/CRM-iPad.html

  3. What is Riva? Think of Riva CRM Integration Server as a transparent bridge between... Exchange and GroupWise Your CRM

  4. Solution – Riva Integration Server

  5. Riva Server-side Synchronization Solves the iPad Problem Microsoft Outlook Microsoft Outlook, Outlook Web Access, BlackBerry, ActiveSync devices, Entourage for Mac, iPad, iPhone, Mac Mail / iCal / Address Book and all GroupWise clients CRM

  6. Riva CRM Integrations...

  7. What Riva Syncs

  8. Recommendations for iPad and mobile device • Address Books: • Create Separate Address Book • Sync all new: Set Riva to automatically categorise and sync new appointments. • Calendar • Sync all new items • Sync series (so iPad recurring appointments are all synched)

  9. Riva Advanced Settings for iPad • Add “Private” option for contacts • Move emails processed by Riva’s Archive Email, SmartConvert and AssignTo back to your inbox so they are not removed from Exchange • Set the option to have Riva reset categories on items that have been categorised (most important for appointments) Go to http://kb.omni-ts.com and search for the word “mobile” to see how to add the recommended advanced options recommended for iPad and other mobile device use.

  10. Configure your iPad • Configure ActiveSync to show emails in non-default folders • Settings – Mail, Contacts, Calendars – Hosted Exchange – Mail Folders to Push (add the Opportunities, Cases, … folders but not the Create New or AssignTo folders) • Increase the number of Mail Days to Sync to meet your requirements • Settings – Mail, Contacts, Calendars – Hosted Exchange – Mail Days • Contacts • Ensure you select the correct email group by selecting the Groups Ribbon (equivalent to an Exchange contact folder or address book) when you want to create or manage CRM contacts.

  11. iPad CRM Address Book

  12. iPad CRM Calendar

  13. iPad CRM Folder Structure

  14. View CRM Opportunity on iPad

  15. Two versions of Riva Riva on Premise: Riva is installed in your environment on a Windows XP workstation or Windows server synchronize multiple accounts. Riva Live: Riva offered in the cloud as SaaS for smaller environments. No hardware or software to install in your environment. • Note: Riva Live will support the advanced iPad and mobile settings in the next release. Until the option in included in the Riva Live interface, to request the advanced mobile settings be applied to your Riva Live account, send an email to: support@omni-ts.com with the specific options you want to apply.

  16. In Summary • Riva provides simplified, transparent integration, server-side integration between your CRM and Exchange • Full support for iPad Mac Mail, iCal and Address Book • Full support for all Exchange clients including Outlook , Outlook Web Access, Outlook 2011 for Mac, Entourage, Blackberry, Android and all other mobile clients • View the recorded iPad demo and other Riva demos at:www.rivacrmintegration.com/integration/videos/CRM-iPad.htmlhttp://www.rivacrmintegration.com/integration/videos/

  17. Thank you! Use our Contact Us linkto get more information about Riva. Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 www.rivacrmintegration.com

  18. Outlook, Entourage, Snow Leopard and GroupWiseClient Screenshots

  19. Mac Snow Leopard Opportunities Folder

  20. Mac Snow Leopard SmartConvert

  21. Mac Snow Leopard iCal

  22. Mac Address Book

  23. Mac Entourage CRM Calendar

  24. Mac Entourage Opportunities

More Related