sync oracle sales cloud to microsoft exchange and ibm notes

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Sync Oracle Sales Cloud to Microsoft Exchange and IBM Notes Aldo Zanoni, CEO Riva CRM Integration 408.675.5015 Ext. 232 [email protected] www.rivacrmintegration.c om

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Sync Oracle Sales Cloud to Microsoft Exchange and IBM Notes. Aldo Zanoni, CEO Riva CRM Integration 408.675.5015 Ext. 232 [email protected] www.rivacrmintegration.com. Riva – The Leader in CRM Integration. - PowerPoint PPT Presentation

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Page 1: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Sync Oracle Sales Cloud to Microsoft Exchange

and IBM Notes

Aldo Zanoni, CEORiva CRM Integration

408.675.5015 Ext. [email protected]

www.rivacrmintegration.com

Page 2: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Riva syncs Oracle Sales Cloud and CRM On Demand to Microsoft Exchange, Office 365, IBM Notes, IBM Domino, and Novell GroupWise.

Features:

Riva – The Leader in CRM Integration

Reliable, server-to-server integration

No client-side plug-ins to install or manage

Cross-platform support

Native mobile sync (ActiveSync, BES, Notes Traveler)

Enterprise managed

Syncs custom fields and custom objects

Riva Cloud and On-Premise editions available

Supports multi-tenant and single-tenant deployments

Page 3: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

What Riva syncs

Contacts

Leads

Appointments

Meetings

Recurring events

Tasks

Notes

Email

Opportunities

Custom fields

Custom objects

Custom categories

And more…

Oracle Sales Cloud Email System(On-Premise or Cloud) (On-Premise or Cloud)

Page 4: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Advanced features

AssignTo FoldersTrack emails against CRM opportunities.

Riva ConnectBarQuickly open CRM records using smart links.

Email TrackingTrack emails against CRM contacts and accounts. If the contacts don’t exist, Riva can create them.

SmartConvert FoldersConvert emails into CRM opportunities from any email client or mobile device.

Page 5: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Riva editions

Riva Cloud

Gets installed on a

Windows Server or VM

Multiple sync policies

Highly scalable

Annual subscription

No plug-ins or mobile

apps to install or manage

Riva On-Premise

Scalable cloud infrastructure

Multi-tenant and

single-tenant options

Tiered pricing options

Monthly and annual

subscriptions

No plug-ins or mobile apps

to install or manage

Volume pricing available for both Riva editions.

Page 6: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Email systems

Microsoft Exchange

Office 365

Exchange Online

Hosted Exchange

IBM Notes and Domino

Novell GroupWise

Email clients

Outlook

Outlook Web App

Outlook on Citrix

Outlook on Terminal Services

Outlook for Mac

Entourage for Mac

Apple Mail

IBM Notes for Windows

IBM Notes for Mac

IBM Notes for Citrix

iNotes

Mobile Devices

iOS devices (iPad, iPhone)

Android devices

BlackBerry devices

Windows Phone devices

Microsoft Surface

Supported systems

Page 7: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes
Page 8: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Sync Oracle Sales Cloud contacts…

Page 9: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to Microsoft Exchange

Page 10: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to IBM Notes

Page 11: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to your iPad and other mobile devices

Page 12: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes
Page 13: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Sync Oracle Sales Cloud calendar…

Page 14: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to Microsoft Exchange

Page 15: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to IBM Notes

Page 16: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to your iPad and other mobile devices

Page 17: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Meeting details in Oracle Sales Cloud

Page 18: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Meeting details and attendees in Exchange

Page 19: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Meeting details in IBM Notes

Page 20: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Meeting details on your iPad or mobile device

Page 21: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes
Page 22: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Sync Oracle Sales Cloud tasks…

Page 23: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to Microsoft Exchange

Page 24: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to IBM Notes

Page 25: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes
Page 26: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Sync Oracle Sales Cloud opportunities…

Page 27: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to Microsoft Exchange

Page 28: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to IBM Notes

Page 29: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

…to your iPad and mobile devices

Page 30: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Opportunity details in Oracle Sales Cloud

Page 31: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Opportunity details in Microsoft Exchange

Page 32: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes
Page 33: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Track emails to Oracle Sales Cloud from Microsoft Exchange

Drag and drop emails from all Exchange clients and mobile devices to track emails against Oracle Sales Cloud contacts and accounts.

Page 34: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Track emails to Oracle Sales Cloud from IBM Notes

Drag and drop emails from all IBM Notes clients and mobile devices to track emails against Oracle Sales Cloud contacts and accounts.

Page 35: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Track emails to Oracle Sales Cloud from your iPad and mobile devices

Drag and drop emails from your iPad and all mobile devices to track emails against Oracle Sales Cloud contacts and accounts.

Page 36: Sync Oracle Sales Cloud  to Microsoft Exchange and IBM Notes

Start a free Riva trial today.

Aldo Zanoni, CEORiva CRM Integration

408.675.5015 Ext. [email protected]

www.rivacrmintegration.com