BP106 Salesforce Integration for IBM Verse, IBM Notes and Domino

Transcription

1 BP106 Salesforce Integration for IBM Verse, IBM Notes and Domino Ken Lorenz Director of Partner Engagement Riva CRM

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3 The Age of the Customer 2016 We have entered the Age of the Customer. CRM is the key hub for your customer information. 91% Percentage of companies with more than 11 employees that now use a CRM. (BuyerZone) 89% By 2016, 89% of companies will compete mostly on the basis of customer experience compared to 36% four years ago. (Gartner)

4 Riva is IBM s bridge to the $36B CRM market

5 Companies invest in CRM and social to Increase speed and agility Gain efficiency Enable innovation Encourage employee engagement Improve customer delight and growth Improve the bottom line

6 Riva integrates IBM ESS with the leading CRMs Salesforce Professional Salesforce Enterprise Salesforce Unlimited Salesforce Developer Salesforce Force.com Salesforce Portal Microsoft Dynamics CRM 2015 Microsoft Dynamics CRM 2013 Microsoft Dynamics CRM 2011 Microsoft Dynamics CRM 4.0 Microsoft Dynamics NAV Oracle Sales Cloud Oracle CRM On Demand Sugar Professional Sugar Corporate Sugar Enterprise Sugar Ultimate NetSuite CRM Sage CRM Professional Cloud Sage CRM On-Premise 7.0 Sage CRM On-Premise 6.0 Saleslogix Cloud Saleslogix On-Premise 8.0+ Saleslogix On-Premise 7.0+ Saleslogix On-Premise 6.0+ SAP Cloud for Customer

7 Advanced, server-to-server integration IBM Domino, Notes, and SmartCloud Notes

8 Sync CRM data to all IBM clients Windows desktops and laptops Mac desktops and laptops Virtual desktops (Citrix, Terminal Services) Web-based clients (IBM Verse, inotes, Office 365, Outlook Web App, and others ) IBM Notes Traveler devices (iphone, ipad, Android, BlackBerry, Windows Phone, Surface tablets, )

9 What Riva syncs

10 Riva breaks down data silos CRM Social Mobile

11 and brings it all together IBM Connections IBM Sametime Outlook for Mac Notes inotes IBM Verse Mobile IBM Watson and Analytics IBM Domino Outlook for Citrix IBM Verse Outlook for Windows - Hawthorn IBM SmartCloud or Notes On-Premise Traveler

12 Native Domino / Notes application: Riva Sync Connector / Riva Sync Service

13 Scalable to meet enterprise requirements

14 Sync contacts and leads between Salesforce

15 and IBM Verse and SmartCloud Notes

16 and IBM Notes, inotes, and Traveler

17 Sync calendar events between Salesforce

18 and IBM Verse and SmartCloud Notes

19 and IBM Notes, inotes, and Traveler

20 Sync tasks between Salesforce

21 and IBM Verse and SmartCloud Notes

22 and IBM Notes, inotes, and Traveler

23 View and access Salesforce opportunities

24 in IBM Verse and SmartCloud Notes

25 and IBM Notes, inotes, and Traveler

26 View and access Salesforce cases

27 in IBM Verse and SmartCloud Notes

28 and IBM Notes, inotes, and Traveler

29 Log s from IBM Verse to Salesforce

30 and from IBM Notes, inotes, and Traveler

31 s logged in Salesforce Activity History

32 Create Salesforce opportunities from IBM Notes

33 and IBM Verse and SmartCloud Notes

34 Riva Insight: One click to CRM relevance

35 Click and or appointment and see: Select an or appointment and get Related Account and Contact Informa2on Interac2ons Addi2onal CRM data Opportuni2es Cases Quotes Projects Custom fields Custom objects

36 Riva Insight: One click to social relevance

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38 InsideView for Riva Insight

39 Account intelligence at your fingertips

40 Why customers love Riva Works and integrates how people expect CRM integration to work. Drives user and enterprise CRM adoption and success. Overcomes , CRM, and LOB integration gaps. Enhances BU process improvement. Optimizes CRM investment. Provides 360-degree view of customers including social. Riva is trusted by 1,500+ customers, including 50 Fortune 500 companies, 15 of the world s largest banks and hundreds of SMBs.

41 Let s connect! Ken Lorenz Director of Partner Engagement Riva CRM Integration MWLUG 2014