Make team selling more efficient with Riva Conversation Capture for Salesforce. Large financial services, insurance, and life sciences organizations can automate email conversation tracking, enhance email compliance, and improve customer engagement to drive business growth.

Move Your Relationships Forward

Are there gaps in your customer data? Are important email conversations missing in Salesforce? With heavy workloads and countless emails being sent and received each day, it’s easy to understand how certain emails don’t make their way into Salesforce and how this later causes delays and frustration for sales teams.

Riva Conversation Capture for Salesforce solves these concerns. Riva helps large organizations give their selling and support staff a Customer 360 view of email conversations in Salesforce, enhance email compliance, and improve customer engagement. It ensures the right information is available at the right time in the right place for customer-facing teams to work more efficiently.

Improve Client Trust and Your Reputation

For many companies, cross-selling is a critical way to sell deeper into existing customer accounts and increase the lifetime value associated with each client.

Imagine having multiple sales reps reach out to clients without having a clear picture of the contacts, who they are, what their needs are, which products they’ve purchased, what has been discussed, and whether there are pending support tickets. If important email conversations are missing in CRM, this could aggravate the client and erode trust and customer loyalty.

Spend More Time Closing Deals and Less Time Manually Tracking Emails

Our enterprise customers use Salesforce to market, sell, and deliver customer support more efficiently. They use it to decrease the amount of time spent manually entering data and hunting for client information.

With Conversation Capture, Salesforce customers save even more time, increase productivity, retain more high-quality and relevant data because users no longer have to track every individual email interaction. Selling teams have more time to prospect, follow up with strategic accounts, and win more deals. Conversation Capture ensures that everyone who engages with a client account has access to the latest email conversations – across multiple users.

Conversation Capture tracks and links the email conversation thread – the initial email plus subsequent emails and attachments. Sales reps need to track the first email using Riva’s Track in CRM button or by moving the email to one of Riva’s drop folders.

Enhance Customer Data Security and Compliance

Highly regulated industries have to deal with strict security, data privacy, and related compliance standards when keeping track of customer interactions. Datapoint restrictions can be based on industry-specific regulations – ensuring they are never communicated or shared.

Conversation Capture helps organizations with complex environments comply with these regulations by securely tracking customer email conversations.

By integrating Riva with your enterprise Data Loss Prevention (DLP) solution or implementing Riva’s default DLP options, private data is redacted and not synchronized to Salesforce. Salesforce admins control how long email threaded conversations are retained in CRM.

Keep Email Conversations Organized in Salesforce

One of the things that sales teams will appreciate about Conversation Capture is that it provides a well-organized view of customer conversations and email attachments – across multiple Salesforce users. Easily view conversation threads at the contract, account, opportunity, case, and customizations, including custom object level.

In Salesforce, users can see the initial email logged and click on to drill into the subsequent emails in the thread. There’s no need to store the growing email content in multiple individual emails in Salesforce. The complete email thread doesn’t get logged each time, only the most recent interaction – making it easy for customer-facing staff to get the Customer 360 view of insightful conversations without having to wade through all sorts of repetitive information.