Riva strives to offer you a seamless experience of our products and these new capabilities are here to help you make the best use of Insight – and by extension, do your best work. Our newest release (Insight 2021.4) is ready for release on November 30, 2021, and delivers key improvements!
Tracking Emails to CRM Made Simpler
Insight version: Outlook Web Add-in
With the new Insight we are getting you one step closer to a true Customer360 in CRM. “Track and Send” is back for Insight’s Outlook Web Add-in and you can now send an email and track it to CRM with a single click. Less friction in your workflow, more information about your customer and more intelligence in management dashboards.
Increase Your Emails’ Impact with Delayed Send
When to reach out to a client or prospect is as important as why you’re reaching out. According to Entrepreneur.com, the highest open rates happen mid-week at 10 am. Still, it’s often complicated to remember to trigger an email at that exact time without setting up reminders and disrupting your day.
With Insight’s Delayed Send feature, you can schedule emails to be sent at the most opportune times – increasing their impact and leading to better results.
We crafted a guide to walk you through the new capabilities.
Heard your admin talk about Financial Service Cloud? The following will interest you.
Riva is here to help you and your team improve customer relationships by making sure you get the right information to the right people at the right time.
Riva added support for FSC’s Interactions and summaries. You can seamlessly create and securely share the meeting notes you take in Insight as Interaction Summaries in FSC, directly from Outlook. You and your team get the data you need, when you need it, in the workflows you prefer – all while keeping your admin’s mind at peace.
Internet Explorer End of Life and Edge Chromium (WebView2) Support
Insight version: Windows Add-in
Microsoft and Salesforce have announced they are ending support for Internet Explorer, which can impact you as it can end support for Internet Explorer with Riva Insight, depending on the type of add-in you are using. Reach out to your admin for additional information.
Learn more about the end-of-life notices, determine whether they impact you, and the requirements to upgrade here.
If your Insight Instance Doesn’t Look Like This, Great News Below!
We rolled out an updated look and feel to our side panel with our previous release. Reach out to your admin to upgrade now (if the screenshot above seems foreign to you) and discover the new interface that will make your Insight experience seamless.