Check here for best practices, tips and tricks to get the most out of Riva. We continually update this section with all that we can share to help you improve your relationships and get the most out of your time. 

How-to PDF Guides

Download our simple to follow PDF guides to help you get started and excel using Riva in your day to day flow.

How-to Videos

Learn more about how Riva works to improve the visibility of your customer journey and save you time through up-to-date customer intelligence.

Video Help

How to Sync Contacts

Learn how our server-side sync automatically and transparently copies your Email Contacts to your CRM and vice versa without duplication of efforts, and this CRM information is automatically accessible on any mobile device through the desired email system.

How to Sync Your CRM appointments and tasks

In this video, you will see just how easy it is to use the key CRM appointment and task integration features and the benefits from our seamless, server-side synchronization.

Riva Track in CRM

With Riva's Track in CRM feature, your team can quickly locate CRM items using their email interface while also enabling the tracking of email and calendar events to any item in your CRM directly from your email.

Capture email conversations in Salesforce

Is tracking and capturing email conversations and communications important to your daily routine? Riva's Conversation Capture enables you to manage and organize important email threads in Salesforce by using intuitive functions embedded in your Outlook email view.

Riva Cloud Faqs

Questions about our solutions on your mind? Pick our brains and let’s get some of those Q’s cleared up with some answers.

Riva On-Premises FAQs

Questions about our solutions on your mind? Pick our brains and let’s get some of those Q’s cleared up with some answers.

Riva Insight FAQs

Questions about our solutions on your mind? Pick our brains and let’s get some of those Q’s cleared up with some answers.