Home Uncategorized Riva Tech Talk – Insight for Users: CRM Context in Your Inbox

Riva Tech Talk – Insight for Users: CRM Context in Your Inbox

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Riva Tech Talk – Insight for Users: CRM Context in Your Inbox

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Riva Insight delivers CRM context directly to your inbox. The Insight side panel is the single pane of glass that allows you to surface, enhance and secure your customer data between the platforms you use most – Microsoft Office/365 and Salesforce. Watch as Riva’s Data Wrangler, Bill George, shows you how Insight works to save you time, focus, and energy.

00:07 – Understanding Insight

SURFACE:
00:38 – Surfacing Relevant CRM Data
01:52 – Surfacing Appointments in Email View
02:59 – Surfacing and Managing Your Contacts

SEARCH:
03:46 – How Insight Contextualizes Data

TRACK:
05:24 – Utilizing the Track in CRM Function: Contacts
06:43 – Tracking Calendar Events/Appointments and Utilizing Meeting Notes

CREATE:
08:22 – Creating Objects Using the Side Panel
10:17 – Syncing Unmatched Contacts to CRM

VIEW:
11:01 – Viewing Accounts in CRM
12:12 – Implementing and Accessing Custom Configurations

Riva is the leader in CRM and email integration. Riva delivers direct, server-side synchronization between the world’s best CRM software – Salesforce CRM, Microsoft Dynamics CRM, SAP C4C, Oracle Sales Cloud, Oracle CRM On Demand, NetSuite, SugarCRM, Infor CRM, Sage CRM, GoldMine and others – and Microsoft Exchange, Office 365, Gmail, Google Apps, IBM Notes, and Novell GroupWise.

Riva is trusted by 1,500+ companies, including 35 Fortune 500 customers, 12 of the largest banks in the world, numerous Global 1000 companies and SMBs.

Riva seamlessly syncs CRM contacts, calendars, tasks, email, opportunities, cases, custom fields, and custom objects. Plus, Riva has pioneered several advanced sync features that help improve CRM adoption, increase sales, drive CRM value, and reduce flip-flopping between applications.

Learn more at .

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