Transcript Riva-for-Exchange

Beyond E-Mail:
Riva Integration Server for Exchange
Aldo Zanoni
CEO, Managing Director
Omni Technology Solutions
[email protected]
www.omni-ts.com
+1.780.423.4200
Agenda
1. Riva Integration Server
2. Customer Pain
3. How Riva Solves that Pain
4. It’s About Being Strategic
5. Screen Shots
6. What’s next?
Omni Summary
Omni’s has two platforms:
eControl: Simplified account management, provisioning
and user self-service for Active Directory, Exchange,
eDirectory and GroupWise.
Riva Integration Server for Exchange:
Transparent, server-side integration for Exchange and
GroupWise for the leading CRMs including Microsoft
Dynamics CRM, Microsoft Dynamics NAV, Oracle CRM,
Salesforce, SageCRM, SugarCRM, NetSuite and others.
SAP CRM is planned for Q1, 2010.
Customer Pain
x
Customers are dissatisfied with the client-side
CRM plug-ins for Outlook. They are looking for a
simpler, more scalable solution.
The Result of Customer Pain
With standard Outlook client plug-ins:
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Lost Time
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Complexity of different user interfaces
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Lack of CRM adoption
•
Missed opportunities
•
Plug-ins are costly to deploy and maintain.
The Solution: Riva Integration Server - Integrate
CRMs – Like Never Before
Riva Advanced Integration Server for Microsoft
Exchange provides transparent integration of data
from CRMs, ERPs, third-party databases and
collaboration systems into Exchange.
Key Value: “More than just synchronisation! Riva
delivers integration and interoperability.”
Think of Riva Integration Server as
providing a bridge between...
CRMs and LOB:
Microsoft Dynamics CRM,
SugarCRM, info@hand,,
Oracle CRM, Salesforce,
Bluefin, Microsoft
SharePoint, SageCRM,
Facebook, Saleslogix,
NetSuite, …
SQL:
SQL databases
Microsoft
Exchange
Riva Server-side Integrations
CRM Integrations
SQL Integrations
MS Dynamics CRM
MS Dynamics NAV
MS SharePoint
Salesforce
Oracle CRM
SAP CRM
SugarCRM
SageCRM
Saleslogix
NetSuite CRM
GoldMine
info@hand
And others...
MS SQL Server
Oracle
MySQL
Postgres
Riva CRM Integrations...
Being Successful is About Being Strategic
Microsoft Exchange CRMs, ERPs, and
®,
Collaboration and LOB applications play strategic
roles for management, sales and service staff in all
companies.
Businesses depend on and people LIVE in their
Outlook client, CRM and various LOB applications.
Riva is strategic with customers because it
transparently integrates CRMs and LOB applications
directly into Outlook.
#1 Objective for Corporate Buy-in?
Increased Profitability (better customer service, more sales)
• Foster highly collaborative activities
• Enhance corporate productivity and
collaboration without imposing significant costs
and changes to current systems
• Increase profitability by providing persistant
access to better integrated information.
• Improve sales projection accuracy
#1 Criterion for User Buy-in?
Ease of Use
• Must be easy to use
• Must work the way users expect it to work
• Must return TIME to users – the most precious
commodity
• Must provide acces to CRM data on all Outlook
clients — any time and anywhere
• Users don’t want to change the way they work.
Riva’s Focus: End-user Impact
• End-users’ lives are better
• Have time and information required to reach
their sales targets and service goals
• Gives end users more time to focus on
priorities!
• Users don’t have time to keep track of
everything on their own
Solution – Riva Integration Server
MANDATE TO THE DEVELOPER TEAM:
“Allow me to live in Outlook
and access and manage my
CRM content.”
More than just a Windows Outlook Plug-in
• No-touch integration (no software to add to clients)
TM
• Transparent to Exchange and the CRM
®
• No new infrastructure or firewall changes required
• Turns all Exchange clients (including Outlook, Outlook
Web Access, Entourage and BlackBerry and ActiveSync
mobile devices) into integrated CRM clients with support
for caching and remote modes
Riva’s Strongest Asset: Transparency
Riva makes your email client invisible
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 Outlook®.
*Synchronized modules are CRM specific
Allow Users to Do Things ONCE – in the
CRM or in Outlook!
Leverage the off-line and on-line capabilities of
your Exchange clients to:
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Create / edit CRM accounts
Create / edit CRM contacts
Create / edit CRM appointment
Create / edit CRM tasks
Review opportunities, cases, quotes
Riva ConnectBar and SmartConvert
Automatic CRM Content Creation
TM
TM
TM
Riva SmartConvert Drop Folders : convert customer emails
into CRM content—directly from Outlook. Drag-and-drop to
create new CRM opportunities, service requests, quotes,
tasks, appointments, contacts, accounts, tasks and
appointments
TM
Riva ConnectBar : review, edit and delete opportunities,
quotes, projects and cases directly from your email client
See: www.omni-ts.com/crm-integration
SmartConvert Folders – Email
TM
Contacts, Calendar, Opportunities
and Interoperability Screen Shots
CRM Contacts in Outlook (CRM Category)
CRM Appointments in Outlook (CRM Category)
Outlook Inbox
Interoperability: Opportunities Folder –
with Assign To Option
Opening an Opportunity in Outlook
Provides Summary CRM View
Click on View Opens Opportunity in CRM
What’s the Future?
Omni’s road map is customer opportunistic and customer driven.
We integrate new Riva CRM connectors and collaboration
platforms based on “first” customer priorities being identified by
companies who are willing to pay for the new integrations. The
following integrations are planned for 2010:
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•
•
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SAP CRM (Q1, 2010)
Google Apps (Q1, 2010)
Zimbra
Lotus Notes
Cisco Postpath
Microsoft AX
Bottom Line: Increased Satisfaction and ROI
Riva gives time back to your customer-facing staff and
executives.
Riva transparently integrates Exchange and your CRM to
deliver improved sales and business process management
and projections.
Riva delivers immediate user adoption and satisfaction.
Riva immediately enhances the Return on Investment for
Exchange® and your CRM.
http://www.omni-ts.com
[email protected]
Aldo Zanoni
CEO, Managing Director
Omni Technology Solutions
+1.780.423.4200 Ext. 232
www.omni-ts.com
Riva Advanced Integration Server for Exchange
and Microsoft Dynamics CRM
Connection and Synchronisation Options
Create Active Directory Connector
Active Directory Target
Active Directory and Exchange Diagnostics
Exchange Connection
Exchange Connection Target
Microsoft Dynamics Connection
Microsoft Dynamics CRM Connection Target
Riva Sync Policy Definition
Riva Scheduling
Riva Address Books
Riva Calendar Settings
Riva Task Settings
Riva Other Settings
Riva SmartConvert Settings
Riva “Assign To” Settings
Riva Connection Option Settings
www.omni-ts.com
[email protected]
Aldo Zanoni
CEO, Managing Director
Omni Technology Solutions
+1.780.423.4200 Ext. 232
www.omni-ts.com
Riva SQL
Software Development Kit
Riva SQL SDK - Supported DBs
Riva’s SQL SDK provides a RAD solution that
allows companies to quickly integrate information
from their proprietary SQL-based systems to
Exchange
• Any ADO.NET supported DB
• Any OLE DB or ODBC supported connection MySQL, MS SQL Server, Oracle, PostGres,
Microsoft Access, …
• SQL queries extract the information and provide
the information to Riva.
• Riva provides all communication with Exchange
Riva SQL SDK – Integration Points
Two Versions of Riva’s SQL SDK:
Starter SDK
Advanced SDK
• Contacts
• Opportunities
• Organizations
• Support Cases (incidents)
• Appointments
• Quotes
• Tasks
• Archive Email
• Phone Calls
• Smart Convert
• Riva Connect Bar
Riva SQL SDK – Contacts / Organizations
A minimum of three queries for each supported
data type:
• Get By ID - An SQL query that retrieves a specific
contact or organization based on the provided ID
• Get Updated - An SQL query that retrieves the
contact or organization records that have been
modified within a specified time period
• Get Deleted – An SQL query that retrieves contact
or organization records that have been deleted
within a specific time period
Riva SQL SDK – Appointments/Tasks/Phone Calls
A minimum of three queries for each type:
• Get By ID - An SQL query that retrieves specific
appointment information based on the provided ID
• Get Updated - An SQL query that retrieves
appointments that have been modified within a
specified time period
• Get Deleted – An SQL query that retrieves
appointments that have been deleted within a
specific time period