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
- Disruption, transformation, and the customer journey
- What are the business problems?
- A day in the life of
- 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
