Learn why 32% of Salesforce’s key Financial Services customers depend on Riva to ensure internal CRM data privacy for meetings and events, contacts, and email content synchronized between Office 365 / Exchange and Salesforce.

Key Takeaways

  • How to balance business unit requests with InfoSec, scalability, extensibility, reliability, privacy, and compliance requirements
  • How to view/manage ongoing and related client conversations, meetings, relationships, and opportunities with a Data Privacy-first focus
  • How to restrict access to CRM events and activity to address privacy concerns
  • How to address concerns about contact email visibility and privacy, confidentiality, and information sensitivity for emails/events with multiple contacts/attendees
  • How to enable Customer Engagement Metrics without risking data privacy/confidentiality
  • How to ensure confidential CRM customer/activity data is not exposed through third-party integrations

Agenda

  1. Disruption, transformation, and the customer journey
  2. What are the business problems?
  3. A day in the life of
  4. Riva helps you solve the problem

Breakdown of Minutes

  • 1:33 – Agenda
  • 2:50 – the problem
  • 6:12 – Example use cases
  • 9:30 – The Riva privacy lens
  • 13:29 – Riva privacy shield
  • 20:23 – Q & A