Riva Integration Server delivers transparent, bi-directional CRM integration for ALL Exchange and GroupWise clients – Microsoft Outlook, Outlook Web Access, Entourage for Mac (See Videos), ActiveSync mobile devices, BlackBerry and GroupWise. Synchronize contacts, leads, accounts, appointments, tasks and phone calls between your email system and CRM.

1. Riva Integration Server for Exchange Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 [email_address]

7. Solution – Riva Integration Server: No-Plug-ins

8. Exchange CRMs: Microsoft CRM, SharePoint, Salesforce, Oracle CRM, SageCRM, Saleslogix, SugarCRM, NetSuite CRM, Facebook, info@hand, Bluefin, and others... SQL: SQL databases Think of Riva Integration Server as a bridge between...

9. Riva CRM Integrations...

10. 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 [email_address] And others... MS SQL Server Oracle MySQL Postgres

11. Riva Supports Strategic Applications Exchange , CRMs, ERPs, and LOB applications play a strategic role for management, sales and service staff in all companies. Business depends on and people LIVE in the CRM and various LOB applications. Riva is strategic with customers because it transparently integrates their CRM to Exchange / Outlook.

12. #1 Objective for Corporate Buy-in? Sales and customer service are highly collaborative experiences. Corporate wants fast and global CRM adoption. Riva delivers because it doesn’t require users to change the way they use their email client or the CRM Riva enhances profitability by giving your employees access to CRM information anytime and anywhere they have access to Outlook ® or GroupWise ® ! Increased Profitability (better customer service, more sales)

13. #1 Criterion for User Buy-in? If the application is not easy to use , it will not be used! If the application does not work the way users expect it to work , it will not be used! Time is the most precious commodity customer service agents, sales representatives and account executives have. Riva Integration gives time back to your staff. Users have access to accurate and updated information inside the CRM and inside their email client — any time and anywhere. It’s their choice! Ease of Use

14. “ Allow me to live in Outlook and access and manage my CRM content.” MANDATE TO THE DEVELOPER TEAM:

15. Riva’s Strongest Asset: Transparency Riva makes your email client invisible to the business processes 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 . “You have to see it to believe it!” *Synchronized modules are CRM specific

17. SmartConvert TM Folders – Email

18. Riva SQL Software Development Kit

21. Outlook CRM Client Integration Screenshots

22. Outlook Inbox

23. MS Dynamics CRM – Opportunity Folder

24. MS Dynamics CRM – Open Opportunity

25. MS Dynamics CRM – Opportunity View

26. Riva Smart Convert Drop Folders - Outlook

27. What’s on the backend? Configure the Exchange Connection

28. Configure the Exchange Connection

29. Configure the Master Account

30. Confirmation of Completion

31. Testing the Exchange Connection

32. Configure the Synchronisation Policy

33. Riva Sync Policy Target

34. Riva Scheduling

35. Riva Address Books

36. Riva Calendar Settings

37. Riva Task Settings

38. Riva Other Settings

39. Riva SmartConvert Settings

40. Riva “Assign To” Settings

41. Riva Connection Option Settings

42. Product Delivery Strategy

46. Thank you! [email_address] Aldo Zanoni CEO and Managing Director Omni Technology Solutions 780.423.4200 Ext. 232 [email_address]