Deploying Riva On-Premise requires planning and following specific step-by-step deployment checklists to ensure that the Riva sync environment is properly configured to meet sync requirements for users.
Review the following articles to learn more about how Riva On-Premise will sync data between the email platform and the CRM system.
How does Riva sync your CRM and
Each of those articles contain videos, summary explanations, and a list of typical questions to assist evaluations teams with deciding how to configure Riva sync policy settings.
There are two choices to getting started with a Riva On-Premise server:
A typical Riva On-Premise server deployment includes the following steps:
Preparation tasks are included as the first major step in the Riva On-Premise deployment model, and links for each major task are available in each deployment checklist.
For each supported email system, there is one deployment checklist that applies to all the supported CRMs. Each checklist includes all of the major steps and tasks in the Riva deployment model. Select the deployment checklist that matches your email platform: