Over the course of the past several years, CRM has attained “essential” status for businesses of all types—and all sizes. With its ability to memorialize and manage the customer journey, solutions like Salesforce are nearly ubiquitous—in businesses of every size. But while CRM functionality and adoption has grown, workers still live and work in their tried and tested enterprise email and calendar apps. Unfortunately, this creates a data gap, where customer information captured in CRM must be manually shared to non-native email and calendar apps—and vice versa—in order to ensure comprehensive customer histories. And when manual entry is overlooked, the customer experience inevitably suffers.

Fortunately, third-party data integration developers have stepped in to fill this gap. Today, enterprises can turn to a number of established data integration solutions that seamlessly share customer data gathered in CRM, email, and calendar apps. As a result, stakeholders in enterprises of all sizes can gain access to comprehensive customer histories—helping to build customer relationships without relying on the inefficiencies of manual data entry.

Today, many enterprises rely heavily on both Salesforce and Outlook. As a result, there are lots of data integration solutions available. After narrowing the field to identify best-in-class options, enterprises are left to determine which of those solutions is the best fit. As with nearly any technology purchase, factors like enterprise size, cost, scalability, data gating, security, and compliance all come into play. Once those considerations are weighed, the field narrows quickly to reveal the best, most cost-effective Salesforce-to-Outlook connector solution for each organization’s needs.

Riva: The Secure, Compliant, Scalable Salesforce/Outlook Data Integration Solution for Large Enterprise

For large enterprises that rely on both Salesforce and Outlook/Exchange email, calendars, to-do lists, messaging, contact management, and more, Riva provides a flexible, comprehensive, and configurable connector solution that’s designed to scale. Designed for implementation with both Office 365’s cloud-based data storage, and Microsoft Exchange’s internal data center, Riva offers standard-setting, industry-specific data security, and compliance capabilities.

Riva is powered by its Relationship Engine, a powerful data ops platform that syncs data between Salesforce and Outlook in real-time to securely deliver relevant customer information directly to appropriate workflows in both applications. With Riva, Outlook email and calendar users are one click away from the ability to dive deeper into Salesforce data (and vice-versa)—ensuring that each customer interaction builds on the last.

Through the course of the company’s 20-year evolution, Riva has established its place as the industry leader in scalability and security, while offering highly configurable, industry-specific compliance capabilities vital to complex industries like finance, healthcare, and government.

Riva’s Relationship Engine is designed for large enterprise use, with the capacity to support up to 150,000 simultaneous users, and more than 5 million calendar appointments per month.

Working together seamlessly and securely, Riva’s solutions form a seamless data conduit between Salesforce and Outlook to provide your team with the relevant, timely information it needs to win customers and build enterprise success – while eliminating the risk of data breach and regulatory sanctions.

Riva Features

Choose Your Solution: Connectors for Small- And Mid-Sized Businesses

When faced with the task of assessing data integration solutions, the size of your enterprise is paramount: one size doesn’t fit all. In most cases, small- and mid-sized businesses have to weigh a range of key considerations, including:

  • Budget – how much is your company able (or willing) to dedicate to effective integration of CRM and email, calendar, and contact application data?
  • Security – what is your organization’s potential exposure to the financial and reputational risks of a customer data breach?
  • Compliance – does your business operate in a highly regulated industry, where non-compliance can result in sanctions, fines, and loss of customer confidence?
  • Scalability – will the growth trajectory of your business require a data integration solution that can keep pace?
  • Customizability – do you need robust administrative controls to track user behaviors and control team member access to sensitive data?

Fortunately, there are a number of capable options well suited to the varied data integration needs of small- and mid-sized businesses that rely on both Salesforce and Outlook, including:

  • Yesware (mid-sized businesses) – designed for easy installation, Yesware provides a standardized set of options to connect CRM (including Salesforce) with email and calendaring applications. In addition to ease of installation, Yesware is designed for easy adoption, while providing “enterprise-grade” security and compliance capabilities.
  • Outreach.io (mid-sized businesses) – Outreach is a sales engagement platform that operates within Salesforce and connects email, calendar, and task management application data to provide sales teams with a more complete picture of each customer. Outreach allows administrators to tailor role-based data access while ensuring data security – and offering the flexibility to scale for growth.
  • Tray (mid-sized businesses) – The Tray Platform is designed to automate “mission-critical processes,” creating workflows that integrate customer data throughout the enterprise by connecting CRM, email, calendar, and task management applications. Tray also promises versatility, claiming to provide “instant” access to every app and API, while delivering secure, scalable data integration.
  • Workato (mid-sized businesses) – An integration platform designed to automate workflows and share customer data between CRM, email, calendars, and task management applications, Workato promises a high degree of scalability and security – with “instant” deployment that requires no coding support.
  • Zapier (small and startup businesses) – This web-based integration syncs customer data between CRM, email, calendar, and task management applications, while automating repetitive tasks that would otherwise require manual data entry on multiple platforms. Designed for plug-and-play simplicity, Zapier provides secure data integration for small businesses that have few IT resources – and require little customization.
  • Einstein Activity Capture (small-and mid-sized businesses) —designed to replace the recently-retired Lightning Sync Einstein Activity Capture is marketed as a simple solution to connect Salesforce with Outlook email and calendar. Despite its promise as a plug-and-play integration solution, Einstein Activity Capture does not log captured activities as Tasks and Events in Salesforce. As a result, those activities are not included in Salesforce Activity Reports. Thus, while Einstein Activity Capture provides cross-platform access to Salesforce and Outlook email and calendar data that are vital during customer interactions, its reporting and logging limitations may not serve the needs of larger enterprise users.

Evaluating Revenue Data Solutions

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