The volume of data is forecast to grow at a rate of 32% CAGR to 180 zettabytes by the year 2025. You need the models, tools, and processes to cope with this significant increase in data. Before, simple automations in Salesforce and native connectors could handle the daily demands of managing customer data.

Now, how do you orchestrate your people, processes, and technology to deliver trusted, ready-to-use data to all the systems and people who require it?

Revenue Data Ops to the Rescue

Get the help you need managing the data coming from the explosion of applications across the revenue and communications stacks. Our Revenue Data Ops Engine brings IT/Ops teams the tools they need to increase the velocity, reliability, and quality of deal and customer data. When partners from your Analytics, Go-to-Market, and LoB teams have access to the right customer data at the right time, the positive impacts are immediate—and profound. Data trust grows, productivity improves, and revenue growth follows suit.

Riva for Revenue Operations

Our enterprise-ready revenue data solution includes:

  • Proven data model built to integrate and unify customer, event, and deal data
  • Behind-the-scenes automation of data flows with advanced curation features, ensuring storage for filtered data only
  • Riva Insight sidebar connecting communications applications like email, calendar, and contacts
  • Dynamic prompts to incrementally improve data designed to increase trust in and use of data
  • Fully integrated, sophisticated booking solution to remove calendaring friction
  • Admin and governance features for data control, ownership, and transparency throughout workflows

Toolkit Essentials

Your customer and deal data needs to be unified between your system of action and your system of record. Riva delivers powerful automations in the background to make that happen and a Riva Insight sidebar UX connects the two - to deliver data trust and transform customer lifetime value.

Riva Sync

Our pass-through architecture integrates customer and deal data behind the scenes to connect your system of action to your system of record.

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Riva Insight

Riva Insight is a revenue ops sidebar that brings CRM into Outlook and combines human intelligence and automation to create data trust.

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Riva Bookings

Hate the process of scheduling a meeting? Riva Insight sidebar has a powerful bookings feature built to spec for our most demanding enterprise clients.

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Riva for Revenue Ops

The Essential Data Ops Toolkit

You take in enormous volumes of customer data each day. Riva for Revenue Operations gives you the power to make sense of it all—and get it on the screens of the teams who need it to build lifetime customer value.

Riva Sync

Automated Data Capture and Sync for Calendar, Contact, Email, & Leads. Advanced curation features to ensure only useful data is stored.

Riva Insight

A single pane of glass into customer data for Go-to-Market teams. Increases productivity and improves data quality.

Riva Bookings

Robust bookings features with multiple availability links, internal participant availability, delegate support, and more!

Deployment Method

Secure pass-through architecture in multi-tenant cloud.

Customer 360°

365 days of high-quality activity data visible in out-of-the box CRM reports at launch – and it builds from there.
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What Our Customers are Saying
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"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
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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
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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
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“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
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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. Riva helps the email piece be part of [the] whole 360. Without Riva, you can’t get a complete picture. You don’t have that information in CRM; you’re missing a piece of it. You’re not realizing that potential.
Program Manager, CRM
US Multinational Investment Bank

Connect with Riva

We Are Here to Help. We'll Make It Easy.

We understand the process can be difficult, which is why we exist. Talk to one of our Riva specialists today to start getting your CRM to the place it has always wanted to be.