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. 

Insight How-to Guide – Salesforce & Exchange/O365

Download our simple to follow PDF guide that will take you through Riva Insight’s UI and capabilities, so you can excel using our inbox side panel in your day-to-day flow.

What's Changed in Insight 2022.1

New! Enhanced Related Items Search... and more - directly in Outlook or Exchange with Riva Insight!

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 Insight 2020

Riva addresses the need for sales, support, and marketing teams to quickly access actionable customer engagement intelligence by embedding it in the user's chosen email view with Riva Insight. Learn how you can access data harmonization between calendars, contacts, accounts, and opportunities from your CRM directly in 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.

A User Guide to Riva Insight (2019)

Riva Insight is a customer intelligence platform that enables users to search and view CRM data directly in their webmail, email client, or on their mobile device. Riva Insight empowers users with real-time, context-driven web searches and email tracking against CRM items, for example. In this video you will learn how to install, use and manage Riva Insight. Although this user guide depicts Riva Insight for Salesforce and Outlook, it is also available for Microsoft Dynamics 365, SAP Sales Cloud (C/4HANA), Sugar, and NetSuite.

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.