End-User Resources

Learn how our server-side sync automatically and transparently copies your Email Contacts to your CRM and vice versa without duplication of efforts, and this CRM information is automatically accessible on any mobile device through the desired email system.

In this video, you will see just how easy it is to use the key CRM appointment and task integration features and the benefits from our seamless, server-side synchronization.

Riva addresses the need for sales, support, and marketing teams to quickly access actionable customer engagement intelligence by embedding it in the user's chosen email view with Riva Insight. Learn how you can access data harmonization between calendars, contacts, accounts, and opportunities from your CRM directly in your email.

Is tracking and capturing email conversations and communications important to your daily routine? Riva's Conversation Capture enables you to manage and organize important email threads in Salesforce by using intuitive functions embedded in your Outlook email view.

Riva Insight is a customer intelligence platform that enables users to search and view CRM data directly in their webmail, email client, or on their mobile device. Riva Insight empowers users with real-time, context-driven web searches and email tracking against CRM items, for example. In this video you will learn how to install, use and manage Riva Insight. Although this user guide depicts Riva Insight for Salesforce and Outlook, it is also available for Microsoft Dynamics 365, SAP Sales Cloud (C/4HANA), Sugar, and NetSuite.