What Our Clients Say

G2 High Performer Enterprise

It’s one thing for us to tell the business world that creating a true customer-360 is a prerequisite for transforming enterprise-wide customer relationships. But it’s another thing to hear, in our customers’ words, how the Riva Engine helps to do just that. Let’s see what they have to say about Riva Engine’s CRM data integration expertise.

Because our promise of security goes all the way, we won’t disclose the names of our clients without explicit permission. While we wish we could name names (nearly 20% of banks in North America are partners), this is just another way we protect customer data from hackers. Security and integrity are central to Riva’s culture—right down to the logos you won’t see in our marketing, or next to the quotes they’ll allow on the record.  

Customer Data Integration Ops With Security and Compliance in Its DNA

Riva has earned the trust of leading enterprises in regulated industries like finance, insurance, life sciences, and government by ensuring up-to-date, industry-specific, compliant, and secure solutions that connect and protect customer data housed in CRM, email, and calendar platforms. 

“Riva is a great partner for customers in regulated industries. They have proven their solution at scale with some of Salesforce’s most valuable customers in financial services. They are the natural choice for compliance-minded clients.”Rohit Mahna, (former) SVP, Industry Go To Market, Salesforce

“Riva ensures we get the most out of our Salesforce Financial Services Cloud solution for Corporate and Investment Banking. Our bankers are blissfully unaware of the data wrangling that Riva does in the background. They just know that it is easier to manage their relationships and deliver value to clients. With Riva, we can do all of this securely and without changing their existing workflows.”CRM Program Manager, Global Investment Bank based in NY

“Thanks to Riva, our deal teams now collaborate more efficiently—without sacrificing security or our reputation. Riva keeps our business compliant while allowing our team to share sensitive data with the right people at the right time.”Chief Information Security Officer, Global Capital Markets Leader

Riva CRM Data Integration: Enterprise Success Stories

Riva Makes CRM More Efficient With Data Integrations

For most IT teams and enterprise users, the greatest testament to Riva’s success is its quiet, efficient, effective, almost invisible performance. Once Riva’s CRM data integration is implemented, the right enterprise stakeholders have access to the right customer data—on the platforms they use most. 

Successful Salesforce CRM would be impossible without Riva. Our users want to live and work primarily in Outlook. They want Outlook to work transparently with Salesforce for email tracking, meeting classification, and contact integration – without having to switch back and forth between the two systems.”CRM Administrator, Boston-Based Hedge Fund

“We are bringing in Riva integration with our Salesforce application. This is very helpful for users to review their meetings and tasks in a single place instead of switching between Outlook and (Salesforce), which saves a lot of time.”Meraj Unnisa Begum, Salesforce QA Specialist, Canada Life

“Riva has helped us mitigate the risk of losing the trust of our high net worth clients. Our bankers and wealth managers no longer waste time toggling between systems. Instead, they are able to focus on providing our clients with stellar customer experience and a very personalized customer journey at every touchpoint with our organization.”CRM Program Manager, Top North American Bank

“Riva has enabled our sales organization to be more efficient, allowing them to work in just one system versus two when it comes to calendaring. In a world where even one more click matters, this has definitely saved us time and helped with the change management of our sales team making it easier to get them into Salesforce to do their jobs.”Operations Director, Boston-Based Hedge Fund

Powerful Admin Tools Give You the Reins in CRM Data Integration

With great customer data comes great responsibility. That’s why Riva builds in robust, highly-configurable administrative tools that control data flow throughout the enterprise to ensure the right data is visible to the right people. Riva also provides in-depth monitoring capabilities to eliminate the risk of customer data misuse. 

“With many complex moving parts and nuances with each client, we needed a smart CRM data sync solution—capable of distinguishing between contacts and leads. We also needed a flexible solution that respects our privacy policies—only syncing certain data and details of the contact, and we found that in Riva.”Susan McLaughlin, CRM Project Manager, Sunbelt Rentals

“With Riva, we were able to implement data sharing processes and configure rules to automatically manage and log daily email and calendar activity to help deliver a clearer view of client interactions. Riva was configured to automatically exclude private meetings and internal meetings not related to contacts or accounts from being logged in CRM. That was a huge improvement.”  – Enrico Balbo, CX-Business Application, Petronas

“My team uses a mixture of Macs, PCs, iPads, and iPhones in day-to-day work. The Riva integration allows the email/calendar platforms on all of these devices to easily sync with Salesforce. Having the ability to set different sync rules for different users and the choice between one/two way sync allows us to ensure only appropriate data is synced back and forth. Final point…it is really affordable given the time savings achieved through its use.”Lauren Jarrad, Disaster Management Centre Manager

CRM Data Integration: Enterprise Success Stories

Increasing Return on Investment for CRM Data Integration

By freeing, curating, and sharing customer data, Riva’s CRM data integration platform improves stakeholder productivity, improves customer retention, enhances customer acquisition, and improves sales for greater bottom-line performance. Dollar for dollar, few investments promise a greater return. 

“We save close to 334 workdays per year of our teams’ time thanks to Riva’s ability to securely automate manual tasks.  That is roughly a savings of 6x greater than our investment in Riva.”Enrico Balbo, CX-Business Applications, Petronas

“We estimate savings of 15-20 minutes a day for each field rep. Over ten years, that equates to hundreds of thousands of dollars—well worth our investment in Riva!”Susan McLaughlin, CRM Project Manager, Sunbelt Rentals

“By implementing Riva, we were able to remove a key barrier from CRM user adoption and satisfaction. Frontline teams now have one singular customer overview, whether they’re working in CRM, Office 365, in the physical office, or on the road. Thanks to Riva, we can move our global business initiatives and client engagements forward faster and better than ever before.”Silvano Berardo, CX – Group Distributor Manager, Petronas

“Using Riva, we were able to automatically synchronize over 10,000 interactions to Salesforce in an easy, automatic manner. Riva met our requirements by importing emails to Salesforce, automatically creating thousands of contacts and accounts we had been missing through this process, and ensuring that all the attachments in the email messages were also successfully transferred to the relevant Salesforce records.

The implementation was surprisingly easy, and with the help of the Riva support team we had the integration deployed and tested in just a couple of hours of work. Our end goal was to get all of our legacy data reliably synced up with our new Salesforce environment, and to do so in such a manner that didn’t break the bank or take months. We couldn’t have managed this without the Riva Integration and the Riva team, and would gladly recommend them to anyone looking to sync between Salesforce and Outlook / Office 365.”Alex Guy, Digital Officer, Business & Human Rights Resource Centre

“Riva’s ability to seamlessly connect Salesforce and HCL Domino adds a ton of value to Salesforce—making it smarter and easier for our staff. Cooperation and collaboration between our team members have greatly improved. Riva is wrangling customer data in the background automatically—creating better Salesforce user adoption. We now have better and more data collected in Salesforce—with less time spent on data entry.”Nikolas Diamantis, ICT Manager, Leonidas

Stellar Service and Support

Riva’s business and reputation were built on customer service. From the very beginning, customers turned to Riva for custom CRM data integration solutions. Over time, the Riva team combined the power of those technologies to form an enterprise-level data integration solution that was far greater than the sum of its parts. Today, Riva maintains an unwavering commitment to its customers, working to address their individual and enterprise-level needs—and apply the innovations those interactions yield for the benefit of all Riva users.  

“Riva has amazing customer support and product. I’m in the private equity space and as a member of the Service Operations Team, I support the Investor Services Team with Salesforce and integrations. The Investor Services Team frequently receives requests through Outlook and we need to be able to pull this information back into Salesforce for reporting and legal/compliance reasons. For years, our Riva integration has been set up to sync their requests as cases in Salesforce with all relevant email attachments.

I’m impressed with how efficient, professional, and friendly their team is. I’d highly recommend the company and integration product to everyone in my network.”Senior Associate, Global Alternative Asset Firm

“RIVA provides great customer service and support – they not only help with an issue but they seek to understand and partner with you to solve a problem. Been a customer for several years and have seen how they continue to improve and invest in their technology and features.

I love how almost everything we’ve asked for is configurable – and when it isn’t, they often end up adding to be configurable in the future as they see the need for other customers, too.”Jessica Benoit, Developer, Mass Mutual

“It works and they work. Two things stand out to me. The first is that, once configured, Riva runs flawlessly. Emails appear in SFDC without fail. The second is that Riva support is knowledgeable and unrelenting. They stay with me until the issue (mostly my understanding of how things work) is resolved to my satisfaction.”Bill Spuck, Consultant, First Financial Consulting

Customer feedback has been integral to Riva’s success. Real-world insights have informed many of the innovations that set our technologies apart—and it’s gratifying to learn when those innovations have a positive impact on our customers’ goals and objectives. 

We’d love to add you to the list of clients who’ve realized the benefits of secure, compliant, real-time CRM data integration.

Compliance, security, adoption: We make it easier for you!

We understand finding the right CRM data integration solution can be difficult, which is why we are here to help. Talk to one of our specialists today to get your CRM where it always wanted to be.