What Insight Does for You:

Tired of task switching?

You'll be amazed at how much editing and creation can be done right from the Insight sidebar. Insight even flags contacts that are not in CRM prompting capture and creation in one seamless process.

Setting up a meeting?

Insight will surface relevant emails, who’s involved, when related meetings took place, and what was discussed and delegated.

Emailing a client?

Insight will surface prior communications, meetings during which the client’s needs were discussed, and who’s already working to address sales or customer service topics.

Researching a client?

Insight will surface information on teammates and other employees who’ve had previous interactions or communications with or about the contact.

Missing a meeting attendee in CRM?

Insight allows you to improve CRM data quality, updating records and filling gaps - without leaving your inbox or calendar environment.

Need customized views by role, individual, or custom object?

The Insight sidebar is configurable by your Riva administrators so tailored views that fit the needs of your varied teams are no problem.

Looking for more information on Riva Insight?

We get it. This page was a good start, but you need more details.

*For example, the screenshot above shows functionality for Salesforce. User interface/functionality differs by CRM.

Download the Riva Insight product sheet to understand how it can be your solution to put relevant CRM and business application data at your team’s fingertips.