The financial service industry can be a delicate business. With a keen focus on customer satisfaction and data security, a reliable integration tool is necessary to ensure business success. That is why a number of businesses from with the Financial Services industry turn to Riva for their CRM data automation needs.
A leading global insurance provider uses Riva to automatically process insurance policy claims that come in via email (IBM Notes) and archive them in Salesforce. Call center teams now have the ability to quickly sort incoming emails and automatically define the behavior of certain patterns of emails. Riva was also set up to work with CipherCloud, a security gateway that encrypts all data going in and out of Salesforce.
With a mobile sales team that needed a solution for reliable calendar and appointment sync without disturbing existing processes, Carnival Australia turned to Riva in 2014 to investigate calendar sync.
Synchronizing individual user calendars might not seem like too big a deal, until taking a closer look at the implications of having an unreliable sync solution in place (or none at all). In the case of a building materials supplier in Australia, the reliable Riva sync solution prevents the possible loss of customers worth millions of dollars, while providing business benefits that far outweigh the investment. This company quickly realized that Riva not only helps retain business, it also saves staff time and money.
A Big Four Australian bank needed a integration solution that met their key requirements of scalability, reliability, and sync frequency. Riva was able to address all of these, while having configuration flexibility to deal with the bank’s unique user role requirements.
One of Australia’s leading energy providers uses Riva to seamlessly synchronize calendars, tasks, and opportunities from Office 365 to SAP Cloud for Customer (SAP C4C). In addition, customizations were developed and deployed to cater for the energy company’s specific needs around organizing a large field trades people database and meeting management.
Gunnersen has been using Riva for calendar and email integration since 2010 to assist sales and technical staff with reduced data entry and accurate synchronization between SugarCRM and Exchange.
To accommodate its growing team, AMSI turned to Riva to synchronize emails and opportunities from Outlook to Salesforce. In addition, AMSI implemented customizations to synchronize Salesforce custom objects for its internship program that now gets managed primarily in Outlook.