Riva CRM Integration - Documentation and Knowledge Base

Riva Bookings 2022.5 Release Notes

Article ID: 2370
Last updated: 31 Oct, 2022

 Introducing Riva Bookings

50% of sales goes to the vendor that responds first. However, when an average sales representative sends 7 emails back and forth to schedule a single meeting, he/she most likely was not the one that responded first to client needs. The broken scheduling experience in the status quo not only waste time for both the organizer and the invitee, but also reduces potential sales for the organization.

What we offer:

  1. Signature Links that can be inserted in your email signature so that your availability is always visible in emails. Note that this is also available in our Riva for Activity Analytics bundle.
  2. Organizers can create flexible availability links which invitees can use to book meetings with the organizer.
  3. Integration to Riva Insight to reduce context switching within the sales workflow.
  4. Simple set up and onboarding experience for every admin & user in the organization by leveraging Microsoft Exchange and Riva Cloud.

 Riva Bookings Insight Integration 

For Riva for Revenue Operations and Riva for Data Compliance bundles, Riva Bookings Insight Integration is available to assist the booking process directly from Insight without having to navigate to a web browser. Here are details of Insight versions that support this feature.

Client versions:
Which version do I have?

Outlook Web Add-in:
square bullet with no indent to its leftThe Outlook Web Add-in does not have a version.
square bullet with no indent to its leftIt does not need to be updated with every release to take advantage of the Riva Insight Server enhancements.

Outlook Windows Add-in:
square bullet with no indent to its leftGet Windows Add-in version 2022.4
square bullet with no indent to its leftIn order to benefit from Riva Insight's latest enhancements and improvements, we recommend using the same version of Outlook Windows add-in as the Insight Server.
square bullet with no indent to its leftWe do not recommend upgrading the add-in to a version that is higher than the Riva Insight Server, as we cannot guarantee it would be compatible.

Contact Us

To learn more about how you can leverage Riva Bookings as part of Riva's product bundles, contact us.

Article ID: 2370
Last updated: 31 Oct, 2022
Revision: 7
Views: 0