Omni Products: Server-side CRM integration and identity management integration for Active Directory, Exchange, eDirectory and GroupWise

CRM Sync Software - Riva Comparison with Outlook CRM Plug-ins

CRM Sync Software

So, you are looking to invest in or have already bought Salesforce, Microsoft Dynamics CRM, Oracle CRM, SugarCRM, SageCRM or another CRM system to increase sales, improve customer service and get a better handle on your sales pipeline. Chances are your next questions will include the following:

"How do I sync my Outlook and CRM contacts and calendars?"
"How do I manage my CRM contacts and appointments from my iPhone or BlackBerry?"
"How do I see and access my CRM opportunities on all of my email clients?"
"How do I move beyond the Outlook plug if it's not meeting my needs?
"How do I sync my CRM information on my Mac?"
"I use OWA. How do I sync my CRM information?"

If the standard Outlook plug-ins are not meeting your needs, the following checklist shows you how Riva can fill the user adoption and satisfaction gap.

Accelerate Your Sales and CRM Adoption with Riva

	Riva Integration Server	Outlook Plug-ins
BASIC CRM SYNC
Basic CRM sync (address book, calendar items)

Mobile CRM access (no additional plug-in required)		Separate application

ADVANCED CRM SYNC FEATURES
Server-side CRM sync

Upgrade-safe (CRM, Exchange, workstation)

Syncs Custom Outlook and CRM fields

Syncs Recurring Appointments

Respects access and security control in the CRM

Syncs with all Exchange clients

Supports all leading CRMs		Separate applications

No Outlook CRM plug-ins required

Advanced CRM sync (e.g., opportunities, cases, quotes)		Limited

Centralized enterprise management

SUPPORTED SYSTEMS
Microsoft Exchange (On-premise, Hosted, BPOS, Terminal Services)

Riva Integration Server (On-premise, Hosted)

Windows Outlook

Outlook Web Access

Microsoft Entourage 2008 for Mac (Business Edition)

Mac OS X Snow Leopard (Mail, iCal, Address Book)

iPhone, BlackBerry and other ActiveSync mobile devices		Separate application

Novell GroupWise (Server and Client)

Riva - Advanced CRM Integration

Read this article to better understand how Riva extends the CRM experience beyond the standard Outlook CRM plug-ins. For most CRMs, Outlook plug-ins and mobile applications offer basic sync capabilities between the CRM and Exchange. One of the major drawbacks with these plug-ins and applications is that they need to be installed on each of your users' desktops, laptops and mobile devices. Some or the plug-ins are free, some aren't. Where Riva really shines is when you have users whose CRM sync and integration needs aren't being met by the standard Windows Outlook client plus-ins.

Rather than dealing with Outlook client-side plug-ins that need to be installed and managed on each desktop and laptop and separate applications that need to be installed on each type of mobile device, Riva's server-side sync solution gets installed just once on a server and is compatible with ALL Exchange and GroupWise clients. You may need to sync CRM information to Mac or Outlook Web Access users. You may have recently updated your CRM, Exchange server or workstations and found that your Outlook CRM plug-in is no longer compatible with the new system.

Riva Integration Server from Omni helps you extend the value, user adoption and user satisfaction of your CRM. Riva delivers transparent, server-side CRM synchronization for all the major and on-premise CRMs, GroupWise, Exchange, Mac OS X Snow Leopard Mail / iCal / Address Book, Entourage for Mac, iPhone, BlackBerry and ActiveSync mobile devices. Plus, Riva delivers many advanced automation and email productivity features. Click here to view a 23-minute video about how Riva Integration Server can help you drive more value and bridge the gap in user adoption and satisfaction for your CRM.

CRM Sync Software - Riva Comparison with Outlook CRM Plug-ins

CRM Sync Software

Accelerate Your Sales and CRM Adoption with Riva

Riva - Advanced CRM Integration

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