Riva News: November 2015

What is Social Business and Why Should You Care?

Social business. It’s certainly a white-hot buzzword these days (#socbiz). But what does it really mean and why do business today need to care?

At the Heart of Business event in Boston, we asked presenters to give us their thoughts on what social business means to them. You can hear their thoughts on this important topic in the short video clips above. The perspectives were as varied as the presenters themselves, but a common thread was the ability to bring together organizational teams, customers, and partners to collaborate, exchange information and ideas, and drive innovation in new and better ways. This new way of seamlessly working together as a team – in groups from two people to enterprise-wide collaboration across borders – is the next evolution in transforming the way business is done. Spreading ideas that inspire. Having the right tools at the right time to deliver business value in ways never before possible. Working toward a common goal.

Organizations who have grasped the concept of social business understand that social is no longer something that can be done in isolation – in just one area of the business or just as a social media function. It is the business. From senior management to sales and service to Human Resources – staff across all departments are engaging in social on some level to educate the market, find and close business, recruit new staff, and serve customers. Those businesses who are agile and embrace this new way of doing business will be in a position to transform their organizations in a way that delights their customers and allows them to not only survive, but thrive, in this new world of social business. Of course, having the right tools to enable this transformation is critical.

Riva is one of the tools that can help deliver social business value by helping companies gain crucial user adoption and provide staff across all departments with the rich CRM and social knowledge they need to service your customers.


Feature Articles

The Riva Knowlege Base gets a facelift!

Riva customers, partners, and staff have made some great suggestions to freshen up the Riva On-Premise Knowledge Base – and that’s just what we’ve done!  More »

More cloud…or less cloud?

An important question for those considering a move to the cloud. With all of the choices and concerns over data security and accessibility, what’s the answer?  More »

Why should you adopt a CRM platform?

Customer Relationship Management platforms are a significant tool in business today. So what elements should a business consider when selecting a CRM solution?  More »


Riva Success

Customer spotlight: Citation

Citation provides professional advice and compliance packages to business clients in the UK. They specialize in guaranteed protection in the high-risk areas of employment law and health and safety regulations. One of the keys to Citation’s success has been Salesforce.com. The challenge that they faced was that Salesforce for Outlook does not support Terminal Services environments. The ability to easily schedule appointments in Salesforce and provide mobile access to this Salesforce information in online and offline modes were critical to Citation’s sales organization. Read how Riva Cloud seamlessly connects Citation’s Terminal Services environment with Salesforce.

View our Citation Success Story »


Frequently asked questions

What is the best practice for setting up the sync policy in G Suite and Gmail?

In an upcoming version of Riva, you will see a new option for the Address Book Modules – Contact Mode: Require Group: Only sync new items with the specified group. This will be the recommended sync policy setting for most Riva customers using G Suite and Gmail.

The reason for this recommendation is that it allows customers to only have contacts synced from G Suite and Gmail to their CRM which they intently create in the specific Riva created CRM Group Name.

Google has a default setting to create new contacts for all emails sent and received. If the “Sync All New” option is selected as a Contact Mode, Riva will create a contact record for every email recipient contact that Google creates automatically. This could be contacts for non-business and personal emails, which we don’t recommend as a best practice.

Contact us to discuss your CRM and email integration requirements.


Tip of the month

Did you know Riva Cloud and Riva On-Premise support migrating mailboxes to Office 365?

Are you planning a migration to Office 365 in 2016? Many customers ask if Riva can manage the migration of mailboxes from Exchange to Office 365. The answer is YES! Riva can support this migration and our Riva Success Specialists can assist with your migration.

Contact us to discuss your migration project.



Riva Rock Stars

The Riva team continues to grow to satisfy our customers’ needs. We work with 1,500+ customers globally, including 35+ Fortune 500 companies, 12 of the world’s largest banks, numerous Global 1000 customers, and hundreds of SMBs.

We hope you enjoy getting to know our team a little better! Last month, you got to meet Gordon Welling (Tier Two Support Team Lead and Riva Support Analyst) and Tanja Hansen (Customer Care and Business Development, EMEA). This month’s Rock Stars are Danny Draper and Win Gies.


Danny Draper, Regional Sales Manager, South Central US

I was born and raised in Idaho and still live in the beautiful state today, just a short drive from Yellowstone National Park or the majesty of the Grand Tetons near Jackson Hole, Wyoming. My wife and I have four amazing children and we spend as much time as possible outside. More »


Win Gies, Video Design Specialist (a.k.a. “Adobe-WIN-Kenobi”)

I have been very fortunate to spend most of my life doing what I love to do and working with very creative and passionate people. I have spent the last 30 years working in digital media; much of my time has been spent in education. More »

Interested in joining our team? View our career opportunities »



Upcoming events

Are you planning to attend any of the following events? If so, drop by the Riva booth to say hello or to see a demo of our latest products. We look forward to seeing you there! (We also invite you to check out the Riva demo videos we’ve shared on YouTube.)

Salesforce World Tour: New York City New York City, USA Nov 18
Microsoft Convergence EMEA Barcelona, Spain Nov 30 – Dec 2
Salesforce World Tour: Atlanta Atlanta, USA Dec 9
Salesforce World Tour: Dallas Dallas, USA Dec 17
Riva Tech Talk:  CRM Case and Opportunity Management Webinar Jan 20
IBM ConnectED 2015 Orlando, USA Jan 25-28

Photo gallery




San Francisco, CA
Oct 15, 2015
View photos »

Microsoft Partner Conference (DPK)
Bremen, Germany
Oct 13-14, 2015
View photos »

SAP TechED Las Vegas
Las Vegas, NV
Oct 19-23, 2015
View photos »


Get Social

We’d love you to connect with us on our social channels! In addition to the Riva Blog, our social channels provide the latest Riva news.

Headquarters (HQ)

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Riva CRM Integration
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