Getting Started

+

What is Riva Insight?

+

How does Riva Insight provide value for customers?

+

Why did you create an Outlook and Notes plug-in?

+

When will Riva Insight be available?

+

What is the average size of a Riva Insight customer?

+

What types of companies use Riva Insight?

How Riva Insight Works

+

Does Riva Insight sync like Riva Cloud and Riva On-Premises?

+

What does Riva Insight sync?

+

Does Riva Insight extend to third-party data enrichment providers?

+

Do users have the ability to track appointments or emails and relate them to specific contacts, opportunities, and accounts?

+

How will Riva Insight integrate with Microsoft Office 365?

+

How is Riva Insight different from traditional plug-ins?

+

Is Riva Insight compatible with all versions of Notes?

Supported Systems

+

What CRM systems do you support?

+

What email applications do you support?

+

Do you support Apple Mail (macOS)?

+

Does Riva Insight support Terminal Services?

Security and IT

+

Does the Riva Insight side panel obey all CRM security settings, including field-level security roles?

Pricing

+

How much does Riva Insight cost?

+

Are there third-party enrichment services included in the Riva Insight side panel, or are these services a separate subscription?

Meet Team Riva at Salesforce Education Summit in San Diego, May 13 – 15!
This is default text for notification bar