Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our intelligent Sync is one way we deliver on that promise – by creating seamless near real-time customer data flow between CRM, email, calendar, task, and contact applications at scale.
Our newest release is ready for release on October 29, 2021, and delivers some key improvements!
Set your teams up for continued success with customer relationships – while meeting the compliance and security requirements from your CISO. Earlier this year, Riva was named a key technology partner by Salesforce to support Interactions in the Financial Service Cloud (FSC). With this newest release, Riva expands to support Interaction Summaries!
Through Riva Insight’s Meeting Notes features, your users can seamlessly create and securely share their meeting notes as Interaction Summaries in FSC, directly from Outlook. This release allows for highly curated information (including related account, opportunity, and attendee details) to be shared quickly, securely, and compliantly. Your teams get the data they need, when they need it, in the workflows they prefer – without you worrying about a compliance breach.
Not an Insight customer yet? Learn more about what it can do for you in this walkthrough Tech Talk!
If you’re interested in Riva’s flexible, scalable, and secure sync for FSC, please contact the Riva Success Team.
Deployment: Riva Cloud.
If you’ve had to administrate independent advisors or other personal mailboxes on behalf of your company, you know how complicated things can get in a hurry. Thankfully, Riva has a solution to simplify your life (or at least this task)!
Through its support of Personal Microsoft365 Mailboxes, Riva allows you to include personal mailboxes as part of your organization sync policy without requiring the mailboxes to be under your direct management. Rest assured – Riva maintains the highest levels of security and confidentiality, no matter if the mailboxes are personal or corporate.
The best part is that we’ve made it simple to use. A dedicated website is set up for your independent users to configure their mailbox sync settings, using App Passwords to authenticate (recommended). Once verified, users get automatically matched with their CRM profile and calendar, email, or other modules as configured and start syncing.
If you’re interested, please get in touch with the Riva Success Team to get started.
Visit our knowledge base to learn more, get the details from our screenshots and accompanying deep dives on each feature and configuration and understand who is affected.
(Unless specified, all the features listed above apply to all CRM and Email platforms supported by Riva and for all deployment options.)