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Sugar Showcase: Sync Sugar with your Email System (Riva CRM Integration)

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
August 28, 2018

Sugar Showcase: Sync Sugar with your Email System (Riva CRM Integration)

Are you looking for a way to automatically sync Sugar with your email?

In this webinar, we showed how the Riva CRM Integration for Sugar has the ability to:

- Handle server-side synchronization across email systems including Outlook, G Suite and Gmail, IBM Notes and Domino and GroupWise
- Support for syncing SugarCRM contacts, calendars and tasks
- Track email against SugarCRM Contacts and Accounts
- Access SugarCRM data Offline and Online on iPad, iPhone, Android, BlackBerry and Windows Phone mobile devices

Aa16011fadc08150f36617c50e50a1c0?s=128

W-Systems

August 28, 2018
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  1. © W-Systems Corp. | www.w-systems.com © W Systems Corp. |

    www.w-systems.com Advanced Sync for Advanced Value Sugar Showcase
  2. © W-Systems Corp. | www.w-systems.com Bill George Riva CRM Integration

    bgeorge@ rivacrmintegration.com Presenters Katie Liesmann W-Systems kliesmann@ w-systems.com Dawn Radecki Riva CRM Integration Dradecki@ rivacrmintegration.com
  3. © W-Systems Corp. | www.w-systems.com Last Slide First: Why Should

    you Care? Digital Transformation fails without a full view of the truth. Riva has the next level solution to enhance your Sugar environment. Sync – nice to have vs. must have requirements to bring Digital Transformation value to your business.
  4. © W-Systems Corp. | www.w-systems.com How Do Silos of Data

    Prevent Digital Transformation?
  5. © W-Systems Corp. | www.w-systems.com CRM is Not the Single

    Source of Truth
  6. © W-Systems Corp. | www.w-systems.com CRM is Not the Single

    Source of Truth IT Problems What do I synchronize? What do I surface? ...at scale and with compliance ...with minimal internal cost? Business Problems Full 360-degree view of relationships Wasted time updated multiple systems No silos of “knowledge” Visibility where I work
  7. © W-Systems Corp. | www.w-systems.com Digital Transformation Fails to Meet

    Expectations Customer insight is not complete, or worse, wrong.
  8. © W-Systems Corp. | www.w-systems.com Place photo Here

  9. © W-Systems Corp. | www.w-systems.com Customers Choose Riva to: Simplify

    CRM implementations and increase user satisfaction/adoption. Overcome the pain, challenges and limitations of unreliable client-side and other server-side CRM sync options. Build their future on leading CRMs, such as Sugar, and email integration, data automation, and customer intelligence platform.
  10. © W-Systems Corp. | www.w-systems.com Riva Has the Chops 2008

    Year Riva was launched 150K+ Riva users 15 Of the world’s largest banks use Riva 100+ Employees 1200+ Riva customers 28,000 Largest # of users in a single organization
  11. © W-Systems Corp. | www.w-systems.com 1. #1 on Alberta Venture’s

    Fast Growth 50 Award 2. Stevie Award for Excellence in Customer Success 3. PwC Canadian Business Excellence Award 4. EY Entrepreneur of the Year Finalist 5. Deloitte Technology Fast 500 North America Award ✔ 99% customer satisfaction / 95.1% customer retention Recent Achievements
  12. © W-Systems Corp. | www.w-systems.com Contacts, Calendars & Tasks

  13. © W-Systems Corp. | www.w-systems.com Emails, Opportunities, Cases & More

  14. © W-Systems Corp. | www.w-systems.com Place photo Here : Demo

  15. © W-Systems Corp. | www.w-systems.com Riva Insight - Customer Intelligence

    in Your Email Client
  16. © W-Systems Corp. | www.w-systems.com Email, Contact or Meeting: One

    Click to Customer Intelligences
  17. © W-Systems Corp. | www.w-systems.com Meeting Intelligence

  18. © W-Systems Corp. | www.w-systems.com Mail App for Office 365,

    Exchange 2016/2013
  19. © W-Systems Corp. | www.w-systems.com Riva Insight on Your Mobile

    Devices
  20. © W-Systems Corp. | www.w-systems.com Riva Insight - Account Intelligence

    in Your Email Client
  21. © W-Systems Corp. | www.w-systems.com Two Riva Editions Riva On-Premise

    • Installed in customer’s data center (physical or virtualized) • Provides better management of multiple sync policies for enterprise deployments • Highly scalable • Greater configuration flexibility Riva Cloud • Synchronization as a Service • Ideal for companies with limited sync policies • Scalable on-demand cloud infrastructure • Optional private and hybrid cloud (Riva Cloud Enterprise)
  22. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Why Riva?
  23. © W-Systems Corp. | www.w-systems.com Delegate Tracking Full functionality on

    delegated mailboxes for assistants Reason #1: Calendar Sync
  24. © W-Systems Corp. | www.w-systems.com Hybrid deployments and scenarios •

    Mixing current and older versions of CRM • Sugar On-Demand with hosted Exchange 2010 • Sugar On-Premise with Office 365 Reason #2: Hybrid/Non-Current
  25. © W-Systems Corp. | www.w-systems.com Other options only offer limited

    functionality with non-exchange email providers, like Gmail and IBM Notes. Riva works with Exchange and non-Exchange email providers. Reason #3: Companies That Don’t Use Exchange
  26. © W-Systems Corp. | www.w-systems.com Provide consistent experience across multiple

    systems. Reason #4: Companies That Use Multiple CRMs
  27. © W-Systems Corp. | www.w-systems.com Standard server-side tracking works predominantly

    in Outlook (web, mobile, desktop). Riva provides full tracking experience in any email application. Reason #5: Users Who Don’t Use Outlook
  28. © W-Systems Corp. | www.w-systems.com Standard synchronization allows limited configuration

    of sync fields. Riva allows administrators to configure the synchronization experience. Riva works in the same way that users currently work. Reason #6: Extending the Tracking Experience
  29. © W-Systems Corp. | www.w-systems.com Last Slide First: Why Should

    you Care? Digital Transformation fails without a full view of the truth. Riva has the next level solution to enhance your Sugar environment. Sync – nice to have vs. must have requirements to bring Digital Transformation value to your business.
  30. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  31. © W-Systems Corp. | www.w-systems.com Current Riva Pricing Riva Riva

    Insight Edition Lite Standard Premium Enterprise Deployment Cloud Only Cloud, Dedicated Cloud On-Premise Cloud MSRP in USD* 9.95 14.95 24.95 Call 5
  32. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thanks!