So, you've purchased Sugar. And your team wants to sync Sugar to Outlook as well as its Macs, iPads and other mobile devices. Now what? During this session, you will learn how to sync Sugar to all Exchange mail applications and mobile devices — without the burden of installing, configuring and managing Outlook plug-ins or separate mobile applications. Discover how to seamlessly sync Sugar to Outlook 2010 (64-bit and 32-bit), Outlook Web Access, Office 365, Outlook 2011 for Mac, Entourage and Apple Mail. View and manage Sugar contact and calendar data on your iPad, iPhone, BlackBerry, and Android devices — in connected and disconnected modes. Learn how to sync more than the basics – email, recurring appointments, opportunities, cases, quotes, projects, custom fields and custom objects. We will also review how to keep your personal and business contacts separate. And how to reduce manual data entry through advanced email-to-opportunity and email-to-case conversion features.

1. How to Sync Sugar to Outlook, Mac,
OWA and Mobile Devices
Bac k-end S ync – Direc tly to E xc hange
04/25/12 ©2012 SugarCRM Inc. All rights reserved. 1

2. M o b ile
How to Sync Sugar to Outlook, Mac, OWA and
Mobile Devices
B c -e dS n – D e t t E c a g
a k n y c ircl o x h n e
y

3. Aldo Zanoni
C E O , Riva
04/25/12 ©2012 SugarCRM Inc. All rights reserved. 3

4. Agenda
1. Why is Riva’s back-end sync the best way to sync
Sugar to Exchange (15 minutes)
2. Demonstration (20 minutes)
3. Riva Configuration Review (15 minutes)
4. Questions (10 minutes)
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5. How is Riva different for Sugar data sync?
R a e es k-end integration direc tly between S ugar
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Sync Sugar to the native address book
and calendar on iPad, iPhone, Android,
BlackBerry and other mobile devices.
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6. Riva syncs Sugar directly to Exchange
Exchange
No Outlook plug-ins or mobile apps to install, configure and manage!
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7. Back-end sync is best because it delivers:
Transparency – Simplicity for ALL Exchange clients
Microsoft Outlook
Microsoft Outlook, Outlook on Citrix,
Outlook Web Access, Outlook for Mac
iPad, iPhone Android Blackberry and
all other Exchange mobile clients,
Entourage for Mac, Mac Mail, iCal,
Address Book and
all GroupWise clients 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 7
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8. Two versions of Riva
Riva On-Premise Riva Cloud
• Gets installed on • Synchronisation as a
Windows (physical or virtual) Service offering
• Allows for multiple sync • Allows for a single sync
policies per company policy per company
• Highly scalable • Scalable cloud
• More customizable infrastructure
• Annual subscription • Monthly and annual
($195/user/year) subscription options
• Volume pricing for 30 or (From $9.95/user/month)
more users
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10. Value Proposition
Back-end, server-based sync: No Outlook plug-ins or mobile
apps to install, configure or manage.
Syncs more: Bi-directional sync on contacts, leads, calendar,
tasks. Syncs opportunities, cases, custom fields and custom
objects.
Email archiving: Syncs emails to contacts, opportunities, cases,
quotes, custom objects.
Role-based sync policies: More control over what gets synched
and how.
Transparency: No changes to the client interface means minimal
user training. User satisfaction and adoption are much higher.
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11. Value Proposition
Native mobile sync for iPad, iPhone, Android and BlackBerry. Data
available in online and offline modes.
Email-to-opportunity and email-to-case conversion: Convert
emails to opportunities, cases or quote. Reduces data entry.
Increases sales and productivity.
Much faster and better user adoption = Immediate Return on
Investment
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12. Riva ConnectBar, Contact Link, AssignTo and
SmartConvert
Riva ConnectBar allows you to review and edit opportunities,
TM
quotes, projects and cases directly from your Exchange client.
Riva ContactLink links directly from a contact in Exchange to that
TM
contact record in Sugar – great for viewing activity history.
Riva AssignTo allows users to drag-and-drop/copy emails and
TM
automatically archive them against an existing CRM opportunity,
case or quote. (The email is archived into the opportunity history.)
Riva SmartConvert Drop Folders allows users to drag-and-
TM
drop/copy emails into a SmartConver folder from all Exchange
clients. Riva converts the email into a new opportunity, case, quote,
etc. in your CRM.
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13. Riva SmartConvert Folders
Automate the creation of opportunities, cases and quotes – and
associated contacts and accounts if they don’t already exist.
Save time for salespeople and support staff!
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14. Riva AssignTo Folders
Archive emails against Sugar opportunities, contacts, accounts,
cases or quotes
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15. Demonstration
 O to Cie t
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 iP d
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 Mca
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16. Riva On Premise
Exchange Connection
Screen Shots

17. Welcome to Riva Integration Server

22. Configure
Sugar Connection
Screen Shots

27. Riva Policy Configuration
Screen Shots

47. Riva – the best way to sync SugarCRM and
Exchange
Bi-directional synchronization of appointments, phone
calls, tasks, notes, address book contacts, accounts
and organizations is transparent to end-users
Direct access from Exchange to Sugar opportunities,
quotes, sale orders, invoices, cases, contacts and
custom objects.
Users have up-to-date access to critical CRM
information
Riva delivers increased end user adoption, satisfaction
and immediate ROI

48. Questions?
Get RIVA 15-day Trial!
Save Time
Sync More
Sell More

49. Questions and
Thank you!
aldo@rivacrmintegration.com
Aldo Zanoni, CEO Omni
Omni Technology Solutions, Inc.
408.675.5015 Ext. 232
www.rivacrmintegration.com
Tweet: #SCON12

50. Riva – the best way to sync Sugar and
Exchange
Bi-directional synchronization of appointments, phone
calls, tasks, notes, address book contacts, accounts and
organizations is transparent to end-users
Direct access from Exchange to Sugar opportunities,
quotes, sale orders, invoices, cases, contacts and custom
objects.
Users have up-to-date access to CRM information on all
mobile devices.
Riva delivers increased end user adoption, satisfaction
and immediate ROI
Tweet: #SCON12
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51. Submit Session Feedback
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52. #S C O N 1 2
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