Riva: Use-Cases, Insights and Reviews | 2025 Cuspera

One of America’s Big Four Banks could not get a full view of client accounts in Salesforce. Staff had to enter data in both email and CRM, which led to errors and missing information. They used Riva ...to connect Salesforce and Outlook, syncing emails and calendars. Now, bankers and advisors have a complete view of customer interactions. Teams can trust their data and manage meetings better. The bank improved client engagement, meeting outcomes, and productivity for 12,000 Salesforce users.
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A leading global insurance and risk management provider needed a better way to connect Outlook and Salesforce after Lightning Sync was retired. Their old system caused data errors and made staff lose... trust in the CRM. They chose Riva to improve data quality, security, and compliance. Riva's solution reduced errors and saved time by automating data capture. In the first year, 650+ users updated over 35,000 emails, 300,000 contacts, and 840,000 calendar events.
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A top five USA-based bank needed to replace Salesforce Lightning Sync due to its retirement and data quality issues. The bank faced problems with manual data entry, errors, and low trust in CRM data.... They chose Riva to unify and secure their data integration with Salesforce. Riva was implemented for 1,600 customer-facing employees, improving data quality and saving time. The bank saw over 5 million events and 470,000 contacts created, saving more than 60,000 hours and increasing CRM adoption.
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A large pharmaceutical company in New York had problems with calendar data for their field sales reps. Their Veeva CRM and Outlook calendars did not sync, causing missed meetings and double bookings.... They chose Riva's solution to connect Veeva CRM and Outlook. After using Riva, calendar data quality improved and double bookings dropped. Sales reps saved time and built better customer relationships. More users started trusting and using Veeva as their main data source.
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A global investment bank needed to connect Salesforce and Outlook while protecting sensitive information. They wanted to make banker processes easier and ensure fair pay for time spent in client meet...ings. Riva provided a secure way to sync data between Outlook and Salesforce, meeting strict compliance needs. The solution let bankers track activities and manage deals without exposing private details. The bank now has better analytics and bankers can focus more on clients while staying compliant.
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A large insurance company in New York needed to sync customer data between Salesforce and their email systems. They wanted to keep customer information secure and available during a migration from IB...M Notes to Exchange. Riva provided a custom solution with real-time sync, custom field mapping, and secure data storage. In 90 days, they created over 1.5 million appointments and updated more than 5 million. The company can now see customer data in both email and CRM, helping them offer better products to their customers.
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