Salesforce Inbox Alternative: Riva Activity Capture

Why Riva Is the Better Inbox Side Panel

Are you looking to reduce sellers’ workflow friction as they strive to keep Salesforce up to date while working in their preferred system of action – Outlook? Then this inbox sidebar comparison between Salesforce Inbox and our solution is for you. While both options surface basic CRM data into Outlook, Riva Insight exceeds Salesforce Inbox’ capabilities by bringing custom CRM data in the complex, secure context that matters to the end users. Read on—and learn where Inbox reaches its limits and Riva Insight soars.

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The Best Outlook Side Panel

Riva has solved CRM data surfacing challenges for hundreds of enterprises like yours over the last 12 years. With proven expertise of handling complex processes and role-based access, ability to capture and surface data at scale in real-time, and ironclad security, privacy, and compliance, trust Riva as your Outlook Side Panel.

Join the 200+ Blue Chip Companies Already Trusting Riva

Why Choose Riva

Riva goes beyond the basics and delivers an enterprise-grade relationship platform designed to stand up to stringent regulated industries’ requirements.

Highly configurable and customizable

Unlike Salesforce Inbox, Riva Insight offers advanced admin role-based configurability and automated sync and mapping for custom objects, so all users are empowered to see – and action on – customer data in the context that matters to them.

Ironclad data security and compliance

Riva has over a decade of experience with regulated industries, including 200+ blue chip enterprises in financial services. Riva meets the strictest data governance requirements, and makes sure sensitive data is always secure and protected through configurable data visibility and privacy levels.

Advanced calendar and inbox integration

Unlike Salesforce Inbox, Riva Insight solves complex needs and offers a range of integrated, enterprise-level scheduling capabilities, along with comprehensive sales engagement* tools – integrated directly in Outlook – that simplify sellers’ workflows, enhance team collaboration, and improve customer relationships. *Available with a Riva Sales Engagement license.

AI-Driven Data Enhancement

Supercharge your customer data into relevant, actionable data with Riva Copilot AI as it continually monitors and scrapes contact data from email to ensure CRM data is always up-to-date – without the manual work. Leverage human intelligence as well with data quality alerts to easily view and fix incomplete or inaccurate data directly in Outlook – keeping your CRM data reliable.

Industry Recognition

Actionable CRM data from Outlook

Whichever solution you choose, there are also the basics your organization can’t compromise on.

View and manage up-to-date Customer 360 data – in Outlook

Data gathered in Salesforce is automatically delivered to the Outlook side panel so end users can access current, comprehensive customer histories – including information from related CRM objects – in the workflow of their system of action, empowering them to make informed decisions and provide personalized experiences.​

Create and update CRM records directly from your inbox

Streamline workflows and enhance productivity as employees can seamlessly capture and update customer information into Salesforce without switching between applications. This not only saves time but also ensures data accuracy and consistency across the organization, strengthening customer relationships and driving business growth.

Reduce calendar friction with integrated scheduling

A successful customer relationship is based on a pleasant, smooth and intelligent experience. Simplify the coordination of meetings and appointments and avoid the back-and-forth email exchanges by using Insert Availability to share your calendar and seamlessly find a meeting time, fostering better communication and collaboration across teams and contributing to organizational success.

What Our Customers are Saying
"With Riva, we now provide a client experience that keeps us highly competitive. Our wealth managers have an up-to-date history of prospect and client interactions and activities - eliminating confusion between team members and making the client experience seamless. Riva went above and beyond."
Head of Investment Banking & CRM Technologies
Top North American Financial Services Organization
What Our Customers are Saying
Like many institutions our size, we have a complex tech stack with both on-premises and cloud-based applications. We need our sync solution to easily manage our over 1.5M appointments each month, be effortlessly scalable and secure. We couldn’t afford to disrupt the way our advisors work. Riva is the only solution for us.
Senior Vice President and Chief Compliance Officer
Third largest US-based insurance company
What Our Customers are Saying
Riva is such an elegant, smart solution. The off-the-shelf connectors we tried couldn’t meet our stability, security, and scalability needs. Riva does. It unites our complex applications – without adding complexity. It saves everyone from our Salesforce admin to our advisors hundreds of hours a year.
Senior Vice President, Digital Transformation
“Signature” Insurance and Investment Firm
What Our Customers are Saying
“One of the key reasons we selected Riva was for [its] ability to scale across large numbers of users within our consumer bank as well as large populations of users across other related business units.”
Program Manager, CRM Strategy
Global Investment Bank with 70 Offices in 15 Countries
What Our Customers are Saying
Riva has helped us mitigate the risk of losing the trust of our valuable high net-worth clients. 35,000 of our bankers and wealth managers no longer need to waste time toggling between systems. Instead, they are able to focus on providing our clients with stellar customer experience and a very personalized customer journey at every touchpoint with our organization.
Program Manager, CRM
US Multinational Investment Bank
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Forrester Study of Riva’s Transformative Impact: 352% ROI, less than 6 months to payback
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