Spend Time With Clients, Not Salesforce
Ditch manual data entry with seamless syncing of your calendar, contacts, and emails between Salesforce and Outlook. Forget about pointless swivel-chairing and spend your time where it counts—on your clients.
Get Your Day Back
Eliminate Double Bookings Forever
Save your time — and your clients — by avoiding conflicts and duplicates. Ensure your calendar is always accurate and up-to-date with Salesforce and Outlook calendar sync.
Skip The Hassle of Learning Curves
Riva integrates directly into Outlook, so there’s no need to waste time learning a new tool—you can hit the ground running and immediately start adding value for your clients.
“We estimate a savings of 15-20 minutes a day for each field rep. Over ten years, that equates to hundreds of thousands of dollars – well worth our investment
in Riva!”
Never Miss a Beat With Your Clients
Always Be Prepared For Any Conversation
Get instant customer 360 views in-line with your client conversations, including the latest interactions, other internal discussions within the organization, and any open opportunities, so you’re always prepared to provide the best advice.
Capture And Relate Complex Client Relationships
Riva makes it easy to relate complex client data, including meeting notes and email attachments. Gain a cohesive and accurate record of client relationships by automatically linking key details to the appropriate Salesforce objects.
What Could You Do with an Hour Back Every Day?
Discover how Riva Activity Capture measurably helps you save time—so you can focus on your clients while growing your book of business.
Learn More
Enterprise Tested
Meet Data Residency Regulations With Riva
Riva offers multiple deployment options to fit every organization’s unique requirements. Use Riva’s cloud, your cloud, or deploy Riva on-premises in your datacenter.
Get More From Your Existing Technology Investments
Activate users fast with Riva native integration for all major CRM and email platforms. Riva’s delivery team helps you quickly realize value without a long engagement.
Ensure Compliance With a Little Help From Riva
Riva fully respects your Salesforce org and data privacy model. Additionally, advisors can classify meetings, contacts, and other captured data in Riva so it privately syncs to your CRM when discretion is required.
