Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our Insight side panel 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 big benefits for business users! 

What Is New

Effortless Meeting Notes for Improved Team Communication

Did you know 11 million meetings are held each day in the United States? (source)

They are a daily staple for professionals, but information shared during a meeting often become blurred – and forgotten – by the end of the day, decreasing the return on time spent in meetings.

Riva Insight makes it simple for your users to write meeting notes, sync them to CRM, and share them with their team- all from the side panel in their inbox. With consistent application across the enterprise, your teams will benefit from greater transparency, improved recall of important decisions, and get rid of meeting FOMO.

When you enable Meeting Notes in Riva Insight, your users are empowered to do the following:

  • Write and edit their meeting notes in the Insight side panel.
  • Track and relate the meeting notes to a calendar event and the associated account or opportunity.
  • Share the meeting notes of important internal stakeholders with one click.

The updated UI shown in the screenshots here will be available with Insight 2021.3, coming this September.

In addition, Riva Insight can be configured to send automated reminders about unshared meeting notes.

Relevance Rules on Insight

Riva Insight is purpose-built to deliver relevant customer data across key platforms. Now Riva Insight Admins can use Salesforce user profiles or records of Riva Insight users to customize the functionality of Riva’s side panel.

You can easily configure which fields to display, hide, or mark as required, which values appear and can be selected on a list, and more – on both default and custom Salesforce fields. This makes your life easier and allows your users to access contextual data that is most meaningful and relevant to them.

Intelligent Search of CRM from Inbox

We’ve turbo-charged our CRM search making it easier to find and select CRM information on the Insight side panel. Now you can leverage customizable “Quick Finds” like all open opportunities that have an estimated close date within six months. Full search capabilities and our standard “recent searches” are still available. Contact a Riva Success team member for more information about implementation.

What Is Easier

Improved Office365/Exchange to Salesforce Sync

Ensure relationship data is preserved while improving the quality of the data entering Salesforce by configuring Riva Insight to sync an email as a Salesforce task and relate it to all the resolved entities (e.g., sender, CRM user recipients, or contact recipients).

(Applies to Riva set ups where emails are tracked in Salesforce as tasks.)

Make Data Quality a Team Effort

Make sure your users understand when important data is missing in CRM. The missing information indicator has been updated to be more configurable. Your Riva Admin can now set it to turn on or off for accounts, contacts, and/or leads (by default, the indicator is on for accounts and off for contacts and leads) and trigger the indicator if information is missing in an individual field. Please contact a member of the Riva Success team if you would like to configure the indicator for other CRM modules.

What We Fixed

Better CRM Data Display

Riva is always raising the bar on product performance. In this release, when an invalid column reference turns up, Insight now removes the invalid reference and resubmits the query to the CRM. This ensures you always have access to the latest information from CRM, including open opportunities.

Where You Can Learn More

Visit our knowledge base to check out all the details, view screenshots and understand who is affected. 

Riva Insight 2021.2 on KB

(Unless specified, all the features listed above apply to all CRM and Email platforms supported by Riva Insight and for all deployment options.)