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 point along their journey.  

Automated multichannel cadences, AI-optimized email templates, enterprise-grade scheduling platform… Riva Sales Engagement has it all. 

Discover Riva Sales Engagement

Riva Insight

Release date: August 29, 2024 

A Fresh Insight Experience, Designed with You in Mind.

The Riva Insight user interface is getting a facelift, designed to enhance your users’ overall experience and productivity. To make the UI cleaner, more intuitive, and easier to navigate, the following changes were made: 

  • Tabs View: In addition to the existing “Related Tab” that showcases contextual CRM information, we moved capabilities into new tabs, so you can easily navigate between them without losing any progress or draft. 
    • The Track Button became its own independent “Track Tab”, where you can track client interactions the same way as before. 
    • The new “Action Tab” allows easy access to the Sales Engagement features, including meeting scheduling, AI-optimized email content, and engagement analytics.
  • Track Tags: The track status tags are now located below the event detail card.
  • Search: The search function moved to the top bar and was enhanced to provide more accurate and relevant results. 
Explore the Refreshed Insight UI

Accessing Riva Insight Is as Easy as 1, 2, 3. 

Forget the hassle of managing separate login credentials and enjoy a simplified access process to Riva Insight: 

  1. New! Microsoft account credentials can now be used to log in in a click. 
  2. Updated: when logging in with Salesforce, the sign-in button now defaults to the last used login. 
  3. Signing in with your username and password remains available. 

Surface Your Entire Funnel Data in the Inbox 

Leads are now supported in Riva Insight, along with contacts. Meeting attendees and email recipients with an associated lead in CRM are listed in the context view/related tab. When no matching contact is found, Track in CRM auto populates with leads instead. 

To learn more about these updates and bug fixes, click here. 

Riva Cloud

Release date: August 20, 2024 

Seamless Connection to Salesforce for Riva Insight Cloud

Riva Insight can now leverage Riva Cloud MS365 authentication to seamlessly read Salesforce custom domains, eliminating manual sign-in and simplifying the connection process of Riva Insight users for an enhanced user experience and boosted productivity.  

The Riva Cloud 2024.3 release also includes the following enhancements: 

  • Second connection warning: To prevent accidental user lockouts, a warning message alerts admins when a second connection is being added on Insight Identity Provider and blocks it.
  • Updated Sync Logs Date Picker: The sync logs date picker has been replaced with a dropdown menu of preselected options.
  • Clearer Splunk log viewer result text: The Splunk log viewer result text was revised to eliminate confusion and provide clearer information for admins.
  • Improved Redirection Handling: A warning message now displays in case of redirection failure, instead of showing an empty configuration for the data center.

To learn more about these updates and bug fixes, click here. 

Riva Sync

Release date: August 21, 2024 

Worry-free Attachments Storage in SharePoint 

Riva now offers a SharePoint Connector, which makes SharePoint the automated attachment repository when syncing emails, opportunities, and cases to Salesforce. Never worry about your Salesforce file storage limit again! Please contact us for additional information and implementation. 

100% Calendar Accuracy for Advising Shift 

Building on work done in previous releases, this Riva Sync release also supports the “Shift” object in Education Cloud (formerly SSH) for GSuite and EWS for recurring items now, allowing advisors to seamlessly connect their advising shift appointments with their mailboxes. 

To learn more about these updates and bug fixes, click here.