Activity Capture

Reclaim your day through real-time, automated activity capture between Outlook and Salesforce. Confidently follow up with a reliable 360-degree view of client relationships.

Automated activity capture between Outlook and Salesforce

Get Your Day Back

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.

Seamless sync of calendar, contacts, and emails between Salesforce and Outlook

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.

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.

Work directly from Outlook

“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!”

– Susan McLaughlin, CRM Program Manager, Sunbelt Rentals
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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.

Instant customer 360 views

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.

Relate client data to relevant Salesforce records

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.
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Riva Activity Capture stats

Enterprise Tested

Meet Data Residency Regulations With Riva

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

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

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.

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Schedule a Demo

Learn how Riva can help you reclaim your day and confidently follow through with clients.  

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