We’re thrilled to announce the release of Riva 2024.4, packed with exciting updates. These enhancements are designed to streamline your workflows, improve performance, and help you get the most out of your CRM tools. What’s New in Sales Engagement? Release date: November 1, 2024 What’s New in Riva Insight? Release date: January, 2025 Performance Enhancements...
Riva Sales Engagement Nurture Lifelong Relationships. Improve Productivity. Directly from Your Inbox. Unleash the talent of your sales teams and advisors with automated communication workflows, effortless meeting scheduling, and easy-to-share personalized customer content. Riva Sales Engagement is here to give advisors their day back, safeguard clients, and boost customer lifetime value by optimizing every touch...
Riva Sync Capture ALL your client meetings – including new ones! You don’t want to add noise into your CRM, which is why you skip syncing events without matching CRM contact. Riva now offers an option that resyncs (Exchange to CRM only) all appointments flagged for unmatched email contacts for a specified time range, on...
Riva Sync The Riva 2024.1 release focuses on improving the experience for Salesforce Education Cloud users, with the added ability to set exception dates for a recurring shift set in Salesforce, allowing you to easily plan for team members’ time off and scheduled school breaks. Available for Google Calendar only; Microsoft/EWS support will be available...
Riva Cloud NEW: Reporting and sharing of data is now easier with the “Print” and “Export” buttons in the Metrics Dashboard Reporting and sharing of data is now easier with the newly introduced “Print” and “Export” buttons on the metrics dashboard page. The exported data (such as email address, creates, deletes, updates, and total changes...
Riva On-Premise The Riva On-Premise 2023.3 release focuses on making your user experience better through minor improvements and bug fixes. We’re also further developing our Microsoft Graph support – if this is of interest to you, please reach out to your account manager. Click here to learn more. Riva Cloud The Riva Cloud 2023.3 release...
Riva Cloud IMPROVED: Elevate Your Admin Experience with Riva Cloud! Adding, onboarding, and managing Riva Cloud users has never been easier. First, we’ve simplified the process of adding users with a new prompt and quick link to disable your policy ahead of adding users (and avoid any sync issue). Then, corporate and company admins are...
Bookings Introducing Single Use Links with Riva Bookings! Empowers users to take granular control of their calendar and availability by recommending few time slots instead of sending an open calendar invitation. Booking Links are easier to manage as it expires after the link is used. Users can select the exact time slots to be shown...
How does Riva Bookings reduce booking friction? With Riva Bookings, users can create numerous booking links that are accessible from the dashboard. These links never expire, and users can create unlimited booking links for their purposes. While creating a booking link, users have the power to configure the links according to their needs! 1. They...
Riva Insight New! Delegate Support with Riva Insight Empower your executive assistants to manage and track meetings on your behalf to CRM. Based on the permissions and delegate access provided to your executive assistant, they can use Insight to track a meeting that’s on your calendar as you. This allows advisors to delegate admin tasks...