Riva Bundle Solution

  Cloud multi-tenant or dedicated (at extra cost)

• The minimum user count is 25 users

• Sync Settings
  • Unidirectional sync from Outlook to Salesforce
  • Automated Sync from both Inbox and Sent Items for matching  CRM-contacts only to capture all points of interaction (inbound and outbound)
  • Sync emails only if matched to existing CRM-contacts
  • Sync emails to Salesforce as "Email Message" object (not "Tasks")
• Contact creation is available through manual drop folders

• Sync Settings
  • Unidirectional sync from Outlook to Salesforce
  • Auto Sync
    • Sync calendar events only if matched to existing CRM-contacts 
    • Skip calendar events not matched to at least one existing contact
  • Skip Private appointments
  • Sync Window
    • At initial sync: up to 180 past calendar items are created (which amounts to 90 days of historic data in most cases)
    • On-going sync: the rolling window of calendar items created or updated within the past 40 days and the next 180 days (6 months)
      • Past meetings synced to CRM will still appear in activities and be available for reporting purposes, but Riva will only sync updates to meetings when they are made within the 40-day window past the meeting date.
• Contact creation is available when adding a dedicated category

• Sync Settings
  • Unidirectional sync from Salesforce to Outlook
  • Automated sync for CRM contact folder
• Organic filter  in contact folder to highlight contacts with recent interactions

 Cloud multi-tenant or dedicated (at extra cost)

• The minimum user count is 25 users

• Sync Settings
  • Unidirectional sync from Outlook to Salesforce
  • Configurable Option between Automated or Manual Sync
    • If Automated Sync: Automated Sync from both Inbox and Sent Items for matching  CRM-contacts only to capture all points of interaction (inbound and outbound)
    • If Manual Sync: Users to track each email manually. "Conversation Follow" is turned on, and following the manual sync of an email, all subsequent emails in that thread are automatically synced. 
  • Sync emails only if matched to existing CRM-contacts
  • Sync emails to Salesforce as "Email Message" object (not "Tasks")
• Contact creation is available through manual drop folders
• Relate (and Sync) Emails to Opportunities available through the "Assign To" folder

• Sync Settings
  • Configurable Option between Unidirectional Sync from Outlook to Salesforce or Bi-directional Sync (between Outlook and Salesforce)
  • Automated Sync
    • Sync calendar events only if matched to existing CRM-contacts 
    • Calendar events not matched to at least one existing contact created as a busy time (no details are stored on the invite in SF)
  • Meetings with private contacts and Private Appointments are created as busy time
  • Sync Window
    • At initial sync: up to 365 past calendar items are created (which amounts to six months of historic data in most cases)
    • On-going sync: the rolling window of calendar items created or updated within the past 40 days and the next 400 days (over 1 year)
      • Past meetings synced to CRM will still appear in activities and be available for reporting purposes, but Riva will only sync updates to meetings when they are made within the 40-day window past the meeting date.
• Contact creation is available when adding a dedicated category

• Sync Settings
  • Unidirectional sync from Salesforce to Outlook
  • Automated Sync for CRM contact folder
• Organic filter  in contact folder to highlight contacts with recent interactions

 All Insight default capabilities are available (see Insight user guides)

• Context View
• Track View
• Search
• Relate To
• Create & Update records
• Meeting Notes
• Delayed Send
• Insert availability from Insight

All Bookings default capabilities are available (see Bookings user guide)

• Signature Link
• Multiple Booking Links
• Delegate Host
• Multi-stakeholder Meetings
• Advanced Meetings Configuration
• Custom Branding

 Recommended is Dedicated Cloud

• The minimum user count is 50 users

• Sync Settings
  • Unidirectional sync from Outlook to Salesforce
  • Manual Sync: users have to sync/track each inbound or outbound email manually
    • "Conversation Follow" capability is turned off by default
  • Sync emails to Salesforce as "Email Message" object (not "Tasks")
• Contact creation is available through manual drop folders
• Relate (and Sync) Emails to Opportunities, Cases, and Quotes available through the "Assign To" folder

• Sync Settings
  • Configurable Option between Unidirectional Sync from Outlook to Salesforce or Bi-directional Sync (between Outlook and Salesforce)
  • Automated Sync
    • Sync calendar events as sensitive by default, only if matched to existing CRM-contacts 
      • Privacy level can be changed by using Insight 
    • Calendar events not matched to at least one existing contact created as a busy time (no details are stored on the invite in SF)
  • Meetings with private contacts and Private Appointments are created as busy time
  • Sync Windows
    • At initial sync: up to 365 past calendar items are created (which amounts to six months of historic data in most cases)
    • On-going sync: the rolling window of calendar items created or updated within the past 40 days and the next 400 days (over 1 year)
      •  Past meetings synced to CRM will still appear in activities and be available for reporting purposes, but Riva will only sync updates to meetings when they are made within the 40-day window past the meeting date
• Contact creation is available when adding a dedicated category

• Sync Settings
  • Unidirectional sync from Salesforce to Outlook 
  • Automated Sync for CRM contact folder
  • Birthday data removed
• Organic filter  in contact folder to highlight contacts with recent interactions

All Insight capabilities available for  Riva for Revenue Operations (see Insight user guides)

• + Privacy level field available in track view to update meeting's visibility when needed.

All Bookings capabilities available for  Riva for Revenue Operations (see Bookings user guide)

• + Deployment on customer’s cloud