We Keep You in Sync with Your Customers, Behind the Scenes Smartly. Securely. At Scale.

Riva Makes Enterprise CRM Riva Makes Enterprise CRM Riva Makes CRM Work - In Easier Smarter Regulated Industries

We create seamless data flow Our intelligent sync brings real- We have an unbroken streak of between applications like email, time access to relevant data, more than 1100 successful calendar, contacts, and tasks and putting meaningful details at your security reviews - demonstratizng CRM – synchronizing relationship team’s fingertips, so each our commitment to preserving our data and eliminating the need for customer interaction matters. clients’ reputations and their task switching, application Smarter exchanges pave the way customers’ privacy. Riva solutions toggling, and data entry for greater e iciency, shorter sales exceed standards for security and duplication across platforms. cycles, and improved regulatory compliance. relationships.

Riva Sync Features and Ben efits Intelligent sync E icient, real-time data processing Riva Sync uses applied intelligence to seamlessly and Synchronize appointments, meetings, and contacts reliably synchronize only relevant contacts, across platforms in real-time to leverage the benefits calendars, tasks, emails, opportunities, cases, of improved client engagement tracking, metrics, custom objects, and fields – eliminating the clutter analytics, and reporting and ensure team calendars and confusion of duplicate entries. are always up-to-date.

Recurring calendar event support Support for data encryption and data-loss O ering bi-directional appointment synchronization prevention strategies between business apps and CRM, Riva Sync Riva supports data encryption solutions that use eliminates the need for duplicate data entry – and real-time endpoint encryption strategies and the risk of errors or critical omissions. integrates with leading enterprise data-loss prevention applications.

Simple deployment in enterprise No required plugins or apps environments Riva Sync operates behind the scenes to connect Riva Sync requires minimal changes to enterprise existing enterprise CRM and business applications. As infrastructure, CRM, or business applications, making a result of its simple, elegant design, installation it is easy to administer and deploy – whether in the requires no plugins or designated apps. cloud or your data center.

Let the Riva Engine Connect the Apps that Drive Your Relationships Riva’s Relationship Engine is a secure pass-through architecture that provides integrated intelligence between Salesforce and email, calendar, task, and contact applications at scale.

Data Conditioning and Curation Riva captures and contextualizes millions of data points from business applications like email, calendar events, contacts, and tasks. Once data is retrieved, we clean it, standardize attributes, and add metadata to deliver greater meaning and relevance.

Rules-Based Data Flows A er the data is conditioned and curated, Riva creates secure, scalable data flows to intelligently sync information between CRM and email platforms like Outlook, Exchange, and Google Workspace. These flows are created with respect for the complex business rules required in regulated industries and large corporations.

True Salesforce Interoperability

Riva’s platform becomes the seamless conduit that intelligently connects Salesforce and the email and calendar applications from Microsoft, Google, and Notes. With the Riva Relationship Engine working in the background, the applications that rely on your customer data are synchronized to support your teams and customers.

CRM < > Adddress Book CRM < > Calendar CRM < > Email CRM < > Tasks CRM > Folders/HTML Email

Bi-directional sync of; Bi-Directional sync of; Sync email and Keep tasks in sync, Uni-directional sync of Contacts/person Appointments attachments to CRM front and center -across Opportunities, cases accounts Meetings contacts, accounts, Salesforce, calendars, contracts, and custom Leads Recurring Events opportunities, cases, and inboxes. objects to mail folders. Contact notes Custom Categories contracts, and custom Custom Fields Resource Calendars objects.

Using Riva, Petronas saved 334 workdays per year by securely automating data between systems – paying back their investment in less than 3 months.

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