Bridging the CRM User Adoption Gap with Riva Server-side Integration. Beyond the Outlook Plug-in. Stéphane Zanoni CTO, Head of Research Omni Technology Solutions firstname.lastname@example.org www.omni-ts.com . Agenda. Accelerate Dynamics Adoption – Fill User Adoption Gaps
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Beyond the Outlook Plug-in
CTO, Head of Research
Omni Technology Solutions
Accelerate Dynamics Adoption – Fill User Adoption Gaps
How Riva Helps Solve the Last Mile Gap Challenges
Riva Live Demo
Summary / Questions
Outlook Web Access users who need to synchronize
Mobile users who are so disconnected they can’t benefit from the Outlook plug-in
Users who need to synchronise recurring appointments
iPhone, BlackBerry, Android, or ActiveSync users who would like to see their opportunities, cases, quotes on their devices
Accounts with Macs or GroupWise that need to sync
Users who need to synchronize with more than one instance of Dynamics CRM or with two different CRMs
Accounts that need to sync custom fields or that have custom requirements (display Service Activity notes on mobile devices)
BPOS (Exchange On-line) users whose needs aren't being met with the Outlook plug-in
Accounts where administrators want to control what gets synched to user accounts
Microsoft Outlook, Outlook Web Access, BlackBerry, ActiveSync devices, Entourage for Mac, Mac Mail / iCal / Address Book and all GroupWise clients
Think of Riva Integration Server as a bridge or gateway between...
Exchange and GroupWise
Riva’s Server-side Advantages
Riva’s Strongest Asset: Transparency
Transparent integration for all Exchange and GroupWise email clients becomes an integral part of your CRM 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 Exchange/Outlook and GroupWise.
*Synchronised modules are CRM specific
Riva ConnectBarTM allows you to review and edit opportunities, quotes, projects and cases directly from your Exchange client.
Riva AssignToTMallows users to drag-and-drop/copy emails and automatically archive them against an existing CRM opportunity, case or quote. (The email is archived into the opportunity history.)
Riva SmartConvert Drop FoldersTMallows users to drag-and-drop/copy emails into a SmartConver folder from all Exchange clients. Riva converts the email into a new opportunity, case, quote, etc. in your CRM.
Riva SmartNotesTMallow users to view and update Service Activies Notes from all Exchange clients – highly desirable for mobile technicians.
Riva Recurring Appointments translates Outlook recurring appointments series into linked CRM appointments. Modifying an individual recurring appointment or the entire series in Exchange or CRM automatically updates the target appointment(s).
Opportunity Folder - Contains HTML Email Representations of Your Opportunities
Riva ConnectBar – View Opportunity
Riva ConnectBar - Link to Opportunity
SmartNotesTM for Service Activities
SmartConvertTM Folders – Email
AssignTo – Archive Email to Existing Opportunity
Riva Client Experience: OWA and Outlook ClientRiva Management Interface
Use our Contact Us linkto get more information about Riva.
CEO and Managing Director
Omni Technology Solutions
780.423.4200 Ext. 232
Outlook, Entourage, Snow Leopard and GroupWiseClient Screenshots
Mac Address Book
Mac Snow Leopard iCal
Mac Snow Leopard SmartConvert
Mac Entourage Opportunities Folder
Mac Entourage CRM Calendar
Mac Entourage Opportunities
Integrated CRM Dashboard View in GroupWise®
Contact Integration – Microsoft CRM
Riva Sync Policy Target
Riva Address Books
Riva Calendar Settings
Riva Task Settings
Riva Other Settings
Riva SmartConvert Settings
Riva “Assign To” Settings
Riva Connection Option Settings