CRM data automation and Customer Intelligence: The cherry on top of the sundae

The CRM industry continues to experience remarkable growth and there doesn’t seem to be an end in sight. Where is your company in your CRM journey?

Ice cream sundae with cherry on topAre you an early adopter looking to increase user adoption and the value for your CRM investment? Are you new to CRM and overwhelmed by the complexity of change and user push-back? Wherever you are in your CRM journey, providing your customer-facing teams with better and more immediate access to relevant and actionable customer data will make the difference in your CRM project’s success. It will improve user and customer satisfaction, increase customer loyalty and, ultimately, increase long-term growth and revenue.

Many companies expect to quickly reap a high return on Investment (ROI) from their CRM as soon as the technology is in place. Others enthusiastically push forward with their CRM implementation only to be disappointed with the lack of team buy-in, value, and ROI they experience after implementation.

After months of planning, hundreds of thousands of dollars, team disruption, and widely differing expectations, many companies find they are unable to leverage the data from their CRM. They often find out too late that CRM cannot simply be a siloed container that holds valuable customer data. They find out that CRM needs to communicate with other systems – like email and marketing platforms that also contain customer interactions, communication and insights. Too often, because these critical customer-facing systems are in siloes, end users are unable to see the 360-degree view of their customers.

The true value of these systems is realized when companies learn to harness the power of their customer insights by extracting that data back out in a way that is automated, relevant, and actionable. . Reliable CRM data automation and Customer Intelligence integration is the key..

Think of an ice cream sundae. All of the elements in a sundae – the ice cream, sauce, whipped cream, nuts, cherry – can stand alone, much like a CRM or email system, however, when you bring them all together, there’s nothing quite as glorious or satisfying. Your CRM is like the ice cream. It’s the base of any good sundae. The foundation on which an epic dessert is made.

What’s your flavor?

Of course, the world would be boring if the only ice cream flavor was vanilla. Thankfully, there are hundreds of delicious flavors to choose from! The same is true of CRM and email systems. Regardless of the company size or business goals, there is a CRM and email to satisfy every organization’s taste. The CRM industry leaders include Salesforce, Microsoft Dynamics, SAP C4C, Oracle, Sugar, Sage CRM, NetSuite, and others. Leading email platforms include Microsoft Office 365 and Exchange, Gmail and G Suite, IBM Notes and Verse, and GroupWise.

The cherry on top of the sundae – the final touch

Reliable CRM data automation and the ability to extract and integrate Customer Intelligence are key to CRM success. It’s the cherry on top of the sundae that makes everything you layer onto your ice cream (CRM) come together – just the way you like it. That’s what Riva does. We help companies harness the valuable data within their siloed CRM, email, and marketing systems and transparently deliver that data to your end users where they need it most – in their email clients – all of their email clients.

Hot fudge, chocolate, strawberry, caramel, marshmallow?

Data integration and automation releases a river of sauce-y goodness that flows between your CRM system, or other sundae layers, including your email and marketing systems and other enterprise applications. Riva combines this integration “sauce” with relevant and actionable relationship analytics, cognitive insights, and AI to deliver powerful Customer Intelligence.

The endless toppings!

Nuts, fruit, sprinkles, candies – so many to choose from! These toppings personalize your sundae experience, making it one-of-a-kind. Many companies expect to find their requirements for CRM and customer intelligence requirements to be met by the native functionality provided by the CRM. Customers looking for more than the default CRM options can count on Riva’s out-of-the-box solution to meet their requirements. When an organization needs advanced configuration options to improve their users’ CRM satisfaction and experience, Riva has an endless array of advanced “toppings” you control. Should there be one, two or more toppings to your CRM sundae? Riva helps you decide and control which options you want to allow to provide the best experience for your users. Check out some of our most popular advanced configuration options.

Whipped cream

Decadent whipped cream. It’s a splurge worth every calorie and no sundae would be complete without it! (unless you’re lactose intolerant and then you’ll probably want lactose-free whipping cream on your soy-based sundae!) The rich creaminess leaves an indelible impression on your taste buds that makes you look forward to the next indulgence. That’s the Riva team. A great customer experience can determine whether you return to your favorite ice cream shop or decide to ‘taste around’. Creating customer delight is a key part of Riva’s mission statement. We’ve built a world-class team that truly cares about our customers and their journey. Not to mix metaphors, but being recognized for customer service excellence and maintaining a 95%+ customer retention rate year over year is icing on the cake!

Build your CRM sundae with Riva. Our powerful, flexible, and configurable solution will provide your customer-facing teams with the integrated customer intelligence and insights they need to create a customer experience that will make your win rates soar.