presenter: aldo zanoni, ceo, omni technology solutions
DESCRIPTION
CRM Email Integration* How your sales force will get better results by having transparent access to CRM data from ALL Exchange clients (no plug-ins required).* Why server-side CRM integration with Exchange delivers better value and user satisfaction than Outlook plug-ins.* How server-side integration empowers mobile users to access CRM information without installing separate applications.TRANSCRIPT
![Page 1: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/1.jpg)
Bridging the CRM User Adoption Gap with
Riva Server-side IntegrationBeyond the Standard Outlook Plug-in
Aldo Zanoni CEO and Managing Director
Omni Technology Solutions780.423.4200 Ext. 232
![Page 2: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/2.jpg)
Agenda
1. Accelerate SugarCRM Adoption by Solving the Last Mile User Adoption Gap Challenges
2. How Riva Transparent Synchronization Helps Solve the Last Mile Challenges
3. Riva Overview
4. Riva Screen Shots or Live Demo
5. Summary
![Page 3: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/3.jpg)
What Causes the Last Mile User Adoption Gap?
x
![Page 4: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/4.jpg)
Last Mile Challenges – Audience Poll
• What are the causes of lack of adoption?– CRM doesn’t align with business processes– Outlook plug-ins don’t do what I need– CRM interface is clunky– Users don’t want to change the way they work– Complexity (real or perceived)
– Takes too much time (sales people aren’t paid for data entry)
– Mobile phone integration challenges– Double data entry– Poor integration– Lack of management buy-in– Only one CRM instance – …
![Page 5: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/5.jpg)
Identifying Gap Users
1. Outlook Web Access users who need to synchronize
2. Mobile users who are so disconnected they can’t benefit from the Outlook plug-in
3. Users who need to synchronise recurring appointments
4. iPhone, BlackBerry, Android, or ActiveSync users who would like to see their opportunities, cases, quotes on their devices
5. Accounts with Macs or GroupWise that need to sync
![Page 6: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/6.jpg)
Identifying Gap Users
6. Users who need to synchronize with more than one instance of SugarCRM or with two different CRMs
7. Accounts with custom synchronisation requirements or need to sync custom fields
8. BPOS (Exchange On-line) users whose needs aren't being satisfied with the Outlook plug-in
9. Accounts where administrators want to control what gets synched to user accounts
![Page 7: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/7.jpg)
What are some of the Plug-in Challenges?
• Need to be installed and maintained on your laptop, desktop and/or home machine
• A separate and different application needs to be installed on your BlackBerry, iPhone or ActiveSync mobile device
• Support issues are caused when upgrading your desktop OS, version of Office, Exchange or version of Outlook
• Perceived complexity
• Limited to one instance of CRM
• User frustration causes lack of adoption or poor adoption
![Page 8: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/8.jpg)
How Does Direct Server-side Synchronization Help Solve the Problem? Transparency - Simplicity
Microsoft Outlook
Microsoft Outlook, Outlook Web Access, BlackBerry,
ActiveSync devices, Entourage for Mac,
Mac Mail / iCal / Address Book and all GroupWise clients
CRM
![Page 9: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/9.jpg)
“Allow me to live in my email clientand access and manage my
CRM content.”
MANDATE TO THE RIVA DEVELOPER TEAM:
![Page 10: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/10.jpg)
Exchange and GroupWise
Think of Riva Integration Server as a bridge between...
![Page 11: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/11.jpg)
Solution – Riva Integration Server
![Page 12: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/12.jpg)
Three versions of Riva
Riva on Premise: Install Riva on a Windows XP workstation or Windows server in your environment to synchronize multiple accounts.
Riva Live: Riva offered in the cloud as SaaS. No hardware or software to install in your environment. Launched May 15, 2010.
Riva Hosted: Available for hosted email or CRM providers who want to offer Riva as a hosted solution to their customers.
![Page 13: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/13.jpg)
Riva Live – Cloud Edition
![Page 14: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/14.jpg)
CRM Deployment is a Business Decision
CRMs, ERPs and LOB applications play a strategic role for management, sales and service staff.
Businesses depend on and users LIVE in their CRM applications.
But users also live in their email clients!
Riva is strategic with customers because it transparently integrates their CRM and Exchange.
![Page 15: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/15.jpg)
#1 Objective for Corporate Buy-in?
Sales and customer service are highly collaborative experiences.
Riva fosters and enhanced productivity and collaboration without changing how people use their email client.
Riva enhances profitability, sales and customer service by giving your employees access to accurate CRM information anytime and anywhere they have access to Outlook® or GroupWise®!
Increased Profitability (better customer service, more sales)
![Page 16: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/16.jpg)
#1 Criterion for User Buy-in?
If the CRM application is not easy to use, it will not be used! If the application does not work the way users expect it to work, it will not be used!
Time is the most precious commodity users have. Riva gives time back to your users.
Riva gives users access to accurate and updated information inside the CRM or inside their email client — any time and anywhere.
Ease of Use
![Page 17: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/17.jpg)
Riva’s Server-side Advantages
• No-touchTM integration (no software to install on clients)
• Transparent to Exchange, GroupWise and CRMs
• Compatible with hosted or on-premise CRMs and Exchange and GroupWise running on all server platforms
• No new infrastructure or firewall changes required
• Turns all email clients into transparent integrated CRM clients with support for caching and remote modes
![Page 18: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/18.jpg)
Riva’s Strongest Asset: Transparency
Riva makes your email clients an integral part of your CRM business processes
Transparent, bi-directional synchronisation of appointments, phone calls, tasks, notes, address book contacts, accounts and organizations
Transparent synchronisation of opportunities, quotes, sale orders, invoices, cases and others from CRM* to Exchange/Outlook and GroupWise.
*Synchronised modules are CRM specific
![Page 19: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/19.jpg)
Riva ConnectBarTM , AssignToTM and SmartConvertTM
Riva ConnectBarTM allows you to review and edit opportunities, quotes, projects and cases directly from your Exchange client.
Riva SmartConvert Drop FoldersTM allows users to drag-and-drop emails into a SmartConver folder (from all Exchange clients). Riva converts the email into a new opportunity, case, quote, etc. in your CRM.
Riva AssignToTM allows users to drag-and-drop emails and automatically archive them against an existing CRM opportunity, case or quote. (The email is archived into the history.)
See: www.omni-ts.com/crm-integration
![Page 20: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/20.jpg)
Opportunity Folder Contains Email Representations of Your Opportunities
![Page 21: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/21.jpg)
Riva ConnectBar – Open Opportunity
![Page 22: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/22.jpg)
Direct Edit Opportunity in SugarCRM
![Page 23: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/23.jpg)
SmartConvertTM Folders – Email
![Page 24: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/24.jpg)
Live Demonstration orClient Screenshots
![Page 25: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/25.jpg)
Riva Helps Close the User Adoption Gap:
• Highly scalable, server-to-server solution
• Transparent to end-users - no plug-ins or mobile applications to install and manage
• Resolves many of the causes of lack of adoption
– CRM Interface is clunky– Problems caused by legacy Outlook plug-ins– Users don’t want to change the way they work– Perceived complexity– Takes too much time– Doesn’t work on my BlackBerry or iPhone– Double data entry– Poor integration
![Page 26: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/26.jpg)
In Summary
• Single server-side installation - quick to deploy – no plug-ins to install on any client machines or mobile devices
• Support for multiple CRMs – hosted or on premise
• Supports hosted or on-premise Exchange 2010, 2007, 2003 and GroupWise 7.0.3 and 8 (Gmail support in Q4 2010)
• Supports ALL Exchange desktop and mobile clients including Macs
• Provides Advanced Smart Integration and interoperability with SmartConvert, AssignTo and ConnectBar
• Riva Live: Cloud-based CRM integration – try it on-line at:http://www.omni-ts.com/crm-integration/riva-live.html
![Page 27: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/27.jpg)
Thank you!
Aldo Zanoni CEO and Managing Director
Omni Technology Solutions780.423.4200 Ext. 232
www.omni-ts.com
Contact [email protected] to get more information
about Riva.
![Page 28: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/28.jpg)
Outlook, Entourage, Snow Leopard and GroupWise
Client Screenshots
![Page 29: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/29.jpg)
Mac Snow Leopard Opportunities Folder
![Page 30: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/30.jpg)
Mac Snow Leopard SmartConvert
![Page 31: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/31.jpg)
Mac Snow Leopard iCal
![Page 32: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/32.jpg)
Mac Address Book
![Page 33: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/33.jpg)
Mac Entourage CRM Calendar
![Page 34: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/34.jpg)
Mac Entourage Opportunities
![Page 35: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/35.jpg)
Riva Sync Policy Target
![Page 36: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/36.jpg)
Riva Scheduling
![Page 37: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/37.jpg)
Riva Address Books
![Page 38: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/38.jpg)
Riva Calendar Settings
![Page 39: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/39.jpg)
Riva Task Settings
![Page 40: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/40.jpg)
Riva Other Settings
![Page 41: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/41.jpg)
Riva SmartConvert Settings
![Page 42: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/42.jpg)
Riva “Assign To” Settings
![Page 43: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/43.jpg)
Riva Connection Option Settings
![Page 44: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/44.jpg)
CRM Address Book in GroupWise®
![Page 45: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/45.jpg)
CRM Calendar in GroupWise®
![Page 46: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/46.jpg)
CRM Quotes, Opportunities, Cases …
![Page 47: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/47.jpg)
Integrated CRM Dashboard View in GroupWise®
![Page 48: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/48.jpg)
Contact Integration – Microsoft CRM
![Page 49: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/49.jpg)
Organization/Account Integration – Oracle CRM On Demand
![Page 50: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/50.jpg)
Organization/Account Integration - SugarCRM
![Page 51: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/51.jpg)
Task and Calendar Integration - Salesforce
![Page 52: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/52.jpg)
Call, Appointment and Task Integration - GoldMine
![Page 53: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/53.jpg)
Phone Call Integration – Info@hand
![Page 54: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/54.jpg)
Lead Integration - SageCRM
![Page 55: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/55.jpg)
Opportunities Integration - Salesforce
![Page 56: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/56.jpg)
Service Request (Case) Integration - Salesforce
![Page 57: Presenter: Aldo Zanoni, CEO, Omni Technology Solutions](https://reader035.vdocuments.net/reader035/viewer/2022062307/554f36c6b4c90572088b4c77/html5/thumbnails/57.jpg)
Dashboard Views – info@hand and GroupWise®