Introducing Riva Insight for Outlook amp IBM Notes November 13 2014 Call 4086755015 Or visit r ivacrmintegrationcom Riva Review Aldo Zanoni CEO Riva CRM Integration aldorivacrmintegrationcom ID: 602814
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Slide1
Riva Tech Talk:
Introducing Riva Insight for Outlook & IBM NotesNovember 13, 2014
Call 408.675.5015 • Or visit
r
ivacrmintegration.comSlide2
Riva Review
Aldo
Zanoni
, CEO
Riva CRM Integration
aldo@rivacrmintegration.comSlide3
Agenda
Riva’s Mandate Since 2008
Introduction to Riva Insight
Riva Insight Compatibility and Roadmap
Riva Insight Early Access
Questions and Answers
Who Uses Riva
Why Companies prefer Riva
Challenges related to client plug-ins for CRM data syncSlide4
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 solutionTo 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 customersSlide5
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 unusableFrequent 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 syncSlide6
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!Slide7
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 RivaSlide8Slide9
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…Slide10
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 teamSlide11
Riva Insight +
Riva CRM IntegrationThe
B
est
of Both WorldsReliable, server-side
CRM data sync
a
nd
the benefits of flexible client-side
enhanced insightSlide12
Introduction to Riva Insight
Stéphane
Zanoni, CTO
Riva CRM Integration
stephane@rivacrmintegration.comSlide13
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. Slide14
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.Slide15
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 targetsDecreased complexity
Fewer support and client challenges that traditional client plug-insSlide16
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 sourcesSlide17
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 weatherSlide18
Riva Insight – Track in CRMSlide19
Riva Insight
All CRM-based fields, objects and values
Wikipedia
Google+
Local weatherLocal time…
Inside View
LinkedIn
Twitter
Data.com
S
&P Capital
IQ
Thomson and Reuters
Factiva
Dun & Bradstreet
Stock Ticker
…
Standard Options
Potential Enrichment PartnersSlide20
Riva Insight DemonstrationSlide21
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”Slide22
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 CRMSlide23
Questions?Slide24
www.rivacrmintegration.com/insight/
Sign up to get Riva Insight at
Stéphane Zanoni, CTO
stephane@rivacrmintegration.comSlide25
Screen ShotsSlide26
Riva Insight for Outlook –
contact view Slide27
Riva Insight for Outlook –
upcoming interactions Slide28
Riva Insight for Outlook –
recent interactions Slide29
Riva Insight for Outlook -
InsideView account summarySlide30
Riva Insight for Outlook –
InsideView account details Slide31
Riva Insight for Outlook –
access to all email contactsSlide32
Riva Insight for Outlook –
log a call & add meeting to related objectSlide33
Riva Insight – Track in CRMSlide34
Riva Insight for Notes –
contact view Slide35
Riva Insight for Notes –
upcoming interactions Slide36
Riva Insight for Notes –
recent interactions Slide37
Riva Insight for Notes -
InsideView account summarySlide38
Riva Insight for Notes –
InsideView account detailsSlide39
Riva Insight for Notes –
access to all email accountsSlide40
Riva Insight for Notes –
log a call & add meeting to related object