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Riva Reviews & Product Details

SH
Sales Associate
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Riva?

Able to easily track emails through salesforce. Review collected by and hosted on G2.com.

What do you dislike about Riva?

Application often crashed. Only solution was to restart computer. Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

Identifying key individuals to target with email promotions. Review collected by and hosted on G2.com.

Riva Overview

What is Riva?

Empowering Trusted Relationships in Financial Services Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations. Our innovative solutions empower advisors to deliver personalized, compliant experiences at scale. With seamless CRM integration, real-time client insights, and advanced data governance, Riva ensures every interaction counts. Serving financial services and other data-sensitive industries for over 15 years, we help businesses safeguard their clients, nurture lifelong relationships, and reclaim valuable time. Join the 650+ enterprises worldwide who trust Riva to transform how they engage with their customers. https://rivaengine.com/

Riva Details
Product Website
Languages Supported
English
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Product Description

Riva syncs CRM systems directly to all Exchange, Office 365, Hosted Exchange, Gmail, Google Apps, IBM Notes and Domino, and Novell GroupWise email applications and mobile devices.

How do you position yourself against your competitors?

We help teams with Revenue Ops responsibility boost CRM ROI by delivering unified customer data where it needs to be – with less cost, more scale, and flexibility.

Our Key Strengths:

-Real-time, bi-directional server-side sync
-Highly configurable and customizable, including custom objects
-Meets stringent infosec requirements
-Compliant data sharing of Material Non-Public Information (MNPI)
-Minimal investment in technology, change management, or risk mitigation
-Compatible with most data-loss prevention solutions

Designed For:

• Simple deployment on cloud or on-premise
• Meeting stringent information security requirements — such as compliant data sharing of Material Non-Public Information (MNPI)
• Multiple Salesforce orgs and or email domains
• Sophisticated business rules and requirements for scalability in complex enterprise environments


Seller Details
Company Website
Year Founded
2008
HQ Location
Edmonton, Alberta
Twitter
@crm_integration
6 Twitter followers
LinkedIn® Page
www.linkedin.com
117 employees on LinkedIn®
Description

Omni Technology Solutions specializes in providing comprehensive integration services for CRM systems, focusing on enhancing operational efficiency and client relationship management. Their expertise lies in creating tailored solutions that streamline processes and improve data management for businesses across various industries. For more information, visit their website at https://www.rivacrmintegration.com.


AO
Overview Provided by:

Riva Integrations

(2)
Verified by Riva

Recent Riva Reviews

LK
Lydia K.Mid-Market (51-1000 emp.)
4.0 out of 5
"I have used Riva for clients financial services to maintain data."
It provides comprehensive revenue data operations solutions and it is accurate.
Verified User
U
Verified UserMid-Market (51-1000 emp.)
2.5 out of 5
"Good experience"
Helps with sales cycle and making workflows more seamless and easier to catch errors
RP
Ronnie P.Small-Business (50 or fewer emp.)
4.0 out of 5
"Easy to Navigate"
Easy to use. Software us very easy to use and clear to understand.

Riva Media

Riva Demo - Riva Insight - The Sidebar That Surfaces Relationship Potential
Riva Insight delivers customer data from your CRM to a sidebar that displays in your inbox and calendar. Insight acts as a “one-stop-shop” putting connections, conversations, and meetings into the context of relationships, right in the workflow your enterprise uses most. Best of all, our sophisti...
Riva Demo - Sensitive Interactions
How an interaction is labeled as sensitive for compliance rules
Riva Demo - Private Events
Private calendar event that are visible to only the designated classes
Riva Demo - Delayed Send
Delayed sending option
Riva Demo - Riva Cloud
Admin panel for Riva Cloud
Riva Demo - Mobile Context View
How you can also use contextual information screens on mobile
Play Riva Video
Play Riva Video
Play Riva Video
Play Riva Video
Play Riva Video

Official Downloads

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107 Riva Reviews

4.1 out of 5
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107 Riva Reviews
4.1 out of 5
107 Riva Reviews
4.1 out of 5

Riva Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
DH
Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Riva?

Riva stands out for its seamless integration with major CRMs and email platforms. The platform is intuitive, reliable, and significantly enhances productivity by automating data synchronization across systems. The setup is straightforward, and the ongoing support from the Riva team is responsive and solution-oriented. Review collected by and hosted on G2.com.

What do you dislike about Riva?

While the platform is robust, the reporting dashboard could be more customizable. Adding advanced analytics or user-specific views would enhance usability for larger teams with complex workflows. Occasionally, syncing delays occur during high traffic, though they are typically resolved quickly. Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

Riva eliminates the need for manual data entry, reducing human error and saving time across our organization. It ensures consistent data across platforms, which improves client engagement, sales forecasting, and internal collaboration. By automating sync and maintaining data integrity, Riva enhances operational efficiency and supports better decision-making. Review collected by and hosted on G2.com.

LK
D365 Finance Consultant
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Riva?

It provides comprehensive revenue data operations solutions and it is accurate. Review collected by and hosted on G2.com.

What do you dislike about Riva?

I dislike the fact that it is automatic and makes it had to do things manually when need be. Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

It is solving big data integration, which is helpful to my organization. Review collected by and hosted on G2.com.

RP
Investigator
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Riva?

Easy to use. Software us very easy to use and clear to understand. Review collected by and hosted on G2.com.

What do you dislike about Riva?

There is not much that I dislike. Easy to navigate. Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

Email tracking, great solution. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Riva?

Helps with sales cycle and making workflows more seamless and easier to catch errors Review collected by and hosted on G2.com.

What do you dislike about Riva?

Little tough to train and work through but ends up being worth it Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

Streamline sales and make reps more user friendly Review collected by and hosted on G2.com.

AR
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Riva?

Riva's ease of use has been essential to our Sales & Marketing teams at Janus Henderson to track sales activity in the Salesforce system. Additionally, we just migrated to the cloud version of Riva and the project management team laid out the implementation in a very straight forward manner making it easy for me to complete the migration.

When we ran in to issues post migration, the support team was always super helpful and are willing to create enhancements based off customer feedback. Review collected by and hosted on G2.com.

What do you dislike about Riva?

As a Riva admin for my company, I'm finding that in the newer cloud version of Riva we had some of our capabilities taken away. This makes it harder to troubleshoot certain issues for our users, and increases the time to resolution.

Also, the updated interface for the Riva Insight bar has now created additonal clicks for our users when trying to send and track emails simultaneously. Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

First and foremost, Janus Henderson uses the sync portion of Riva's product stack to solve the need for tracking client interactions in our CRM system. Our Sales & Marketing teams heavily rely on Riva sync to track productivity. Secondly, we recently implemented the Bookings tool which lends a hand in solving the problem of Booking Friction. Review collected by and hosted on G2.com.

Verified User in Banking
IB
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Riva?

Riva has the best email syncing capability

Activity capture capabilities

Calendar syncing is easy

Activity scheduling and reminders

All in one with most up to date technology Review collected by and hosted on G2.com.

What do you dislike about Riva?

Eainstein activity capture can be enhanced

Not many things to dislike

Only few things which can be enhanced and are in pipeline for next release

The rates for Corp can have more promotions Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

Mainly the email synchronization and the activity capture like tasks and apppointments

Calendar synchronization

Reminder alerts and task alerts are also good and great Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Riva?

The ease of adding users and having their calendars sync appointments from the google business accounts. The creation of appointments being allowed to originate from the google side made it easier for users. Review collected by and hosted on G2.com.

What do you dislike about Riva?

As a higher ed institution, our users use their google calendars as personal accounts as much as work accounts and the riva tool was not as nimble at accounting for unique synchronizing rules/logic per user as our users would have wanted. Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

Syncing Salesforce Appointments with user's Google Calenders. While allowing users to create appointments/calendar events from the google side. This allows student support offices to display availability to students. Review collected by and hosted on G2.com.

JM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Riva?

Addresses the majority of the security concerns. Most services can connect these multiple CRMs, but addressing data security has always been an issue. Riva has that covered, and I like it for that. It also helps to access calendar data seamlessly, especially with troublesome Exchange servers 😠 Review collected by and hosted on G2.com.

What do you dislike about Riva?

It is pretty complicated to set up and not beginner friendly. Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

Managing client's data and and syncing emails Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Riva?

The solution is flexible and configurable compared to other vendors, and handles things on the back end instead of client-side. Support is excellent, and the team is always accommodating and responsive. Review collected by and hosted on G2.com.

What do you dislike about Riva?

So far, I have no complaints, the solution is working as advertised, and end users are actively benefiting. Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

Riva is keeping Sales and Ops teams in sync concerning their Outlook and Salesforce meetings, emails and other items, which allows better collaboration and saves time that can be used productively for primary purposes instead of admin activities. Review collected by and hosted on G2.com.

SK
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Riva?

Allows option for on-prem installation, which eases security concerns for on-Prem Microsot Exchange environments. Once setup, works seamlessly with little intervention needed Review collected by and hosted on G2.com.

What do you dislike about Riva?

Upgrade process is not seamless especially when switching to new windows platform Review collected by and hosted on G2.com.

What problems is Riva solving and how is that benefiting you?

Synchronizing Email and Calendar events between Microsoft Exchange and Salesforce Review collected by and hosted on G2.com.