Getting customer data right is mission-critical for everyone from your advisors and managers to your IT team and CISO. Unfortunately, as the importance of customer data grows free solutions become less viable in complex enterprise environments.

That is where Riva comes in. We built the Riva Relationship Engine to deliver a true Customer 360 between the email and calendar products of Salesforce, Microsoft, and Google.

The Riva Relationship Engine

Our Relationship Engine is what differentiates Riva Sync and Riva Insight from our competitors. This data operations platform collects, conditions, and curates customer data from Outlook, Exchange, and Gmail to make customer relationship management in Salesforce more powerful.

It is why Riva can scale to support 150,000 simultaneous users and north of 5 million calendar appointments per month in real-time. And, the Riva Relationship Engine ensures that we can apply enterprise-specific rules to create secure, private, and compliant data flows between Salesforce and these email and calendar applications – whether you’ve deployed them in the cloud or on-premises.

Our solutions work together to seamlessly and securely give your team the relevant information it needs to win customers – and build enterprise success.  

Replace Salesforce for Outlook

As Salesforce moves toward full product retirement in 2023, Riva provides options.

Make Lightning Scheduler More Powerful

Riva helps to deliver inbound appointments across multiple calendar applications, at scale.
What Our Customers are Saying
"With Riva, we now provide a client experience that keeps us highly competitive. Our wealth managers have an up-to-date history of prospect and client interactions and activities - eliminating confusion between team members and making the client experience seamless. Riva went above and beyond."
Head of Investment Banking & CRM Technologies
Top North American Financial Services Organization
What Our Customers are Saying
Like many institutions our size, we have a complex tech stack with both on-premises and cloud-based applications. We need our sync solution to easily manage our over 1.5M appointments each month, be effortlessly scalable and secure. We couldn’t afford to disrupt the way our advisors work. Riva is the only solution for us.
Senior Vice President and Chief Compliance Officer
Third largest US-based insurance company
What Our Customers are Saying
Riva is such an elegant, smart solution. The off-the-shelf connectors we tried couldn’t meet our stability, security, and scalability needs. Riva does. It unites our complex applications – without adding complexity. It saves everyone from our Salesforce admin to our advisors hundreds of hours a year.
Senior Vice President, Digital Transformation
“Signature” Insurance and Investment Firm
What Our Customers are Saying
“One of the key reasons we selected Riva was for [its] ability to scale across large numbers of users within our consumer bank as well as large populations of users across other related business units.”
Program Manager, CRM Strategy
Global Investment Bank with 70 Offices in 15 Countries
What Our Customers are Saying
Riva has helped us mitigate the risk of losing the trust of our valuable high net-worth clients. 35,000 of our bankers and wealth managers no longer need to waste time toggling between systems. Instead, they are able to focus on providing our clients with stellar customer experience and a very personalized customer journey at every touchpoint with our organization. Riva helps the email piece be part of [the] whole 360. Without Riva, you can’t get a complete picture. You don’t have that information in CRM; you’re missing a piece of it. You’re not realizing that potential.
Program Manager, CRM
US Multinational Investment Bank

Evaluating Vendors? Our Checklist Will Help.

While selecting a CRM sync solution may sound simple, there is much to consider. Download this free guide to make sure you are framing the search by asking all of the questions that matter.