Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our Insight sidebar is one way we deliver on that promise – putting connections, conversations and meetings into the context of relationships, right in the workflow your teams use most.
Our newest release is ready and delivers some key improvements!
Insight’s Track in CRM can now sync the contents of custom fields to Microsoft Dynamics CRM, allowing your team to easily add the non-standard data points they need in CRM – from their inbox.
Note: This capability is readily available for Salesforce.
For customers who have an implementation in the cloud, Riva Insight now supports logging in with a Salesforce test sandbox. You can easily access the environment (Production or Sandbox) set up with your Riva Insight account from your inbox.
Note: This feature is available for Salesforce only.
Riva Insight now ensures your users can access more accurate data from CRM directly in their Inbox, granting them more detailed and precise context. In this release, Insight allows for new values to be added to a predefined drop-down list, avoiding the possibility of displaying an empty field.
Insight 2021.1 was a feature-focused release; no bugs were addressed.
Visit our Knowledge Base to check out all the details, view screenshots and understand who is affected.