Why Revenue Grid is a
better alternative to Riva

Is your Financial enterprise eyeing up the best alternative to Riva? Revenue Grid is a tailor-made
solution that gives more value to your organization

We provide the best Salesforce and Email & Calendar integration for Financial sector. Read on to
find out why biggest names in the industry choose Revenue Grid

Top 5 reasons Financials choose Revenue Grid

Data security first

Run the integration on-prem or on your private cloud and be sure in complete security of your customer data

  • Revenue Grid does not store your customer PII data
  • Compliance with all international data privacy regulations
  • Full encryption for all data passed to Salesforce

logo-Privacy Shield Framework

The easiest scheduling and Lightning Scheduler adapter

Schedule meetings in seconds and avoid conflicting appointments caused by Lightning Scheduler

  • No conflicts using Lightning Scheduler
  • Real-time availability check in both Salesforce and Outlook/Gmail calendars
  • Scheduling on the go with time slots and personal online booking page

Complete CRM data in your Inbox

Access and manage Financial and Sales Cloud data using Email Sidebar

  • Create, link, and edit any standard or custom object on the go
  • Choose which objects and fields to display and in what order
  • Manually save emails to the desired Salesforce records

Smart data auto-capture

Automatically log sales-related customer communication data to Salesforce

  • Capture emails, meetings, tasks, contacts, and attachemnets
  • Set triggers and rules to customize and fit it to your process
  • Build reports in SFDC, including custom ones (on sales performance, opportunity health, etc.), based on accurate and complete data

AI-driven insights from CRM data

Eliminate guesswork from the sales process

  • Gain insights from complete Salesforce data using AI
  • Get contextual notifications and alerts on deals at risk and stalled deals
  • Alert your reps to the next step they should take and nudge them to do it

Transition to Revenue Grid easily


  • Free implementation


  • Training and help
    at any step


  • Dedicated
    DevOps team

What can Revenue Grid do that Riva can’t?

Scheduling
  • Clickable time slots for booking meetings that you can insert in your email as buttons​ and send to clients
  • Personal online booking page that you can share as a link
  • Instant calendar availability check with Lightning Scheduler adapter to avoid confliction appointments
Data auto-capture
  • Saving emails in one click
  • Auto-saving any activity like emails, meetings or tasks to more than one Salesforce record at the same time
  • Auto-creating of new custom Salesforce objects and automatically saving and linking data to them
Productivity
  • Inactive email thread reminders allow to set threads to jump to the top of your inbox when an email didn’t get a response in a set amount of days
  • Superior email tracking, including detection of special events like an email being opened repeatedly or after a long period of time
  • Revenue Signals functionality in the Outlook or Gmail Sidebar that provides alerts and contextualized insights into your deals

Scheduling
  • No clickable time slots for booking meetings are not available
  • No personal online booking page as a link
  • High chance of conflicting appointments because of Lightning Scheduler
Data auto-capture
  • Not available
  • Multi-matching activites to more than one Salesforce records has to be done manually
  • New custom objects have to be created manually by Salesforce admins
Productivity
  • Not available
  • Not available
  • Not available
vs

What can Revenue Grid do that Riva can’t?

vs

Scheduling
  • Clickable time slots for booking meetings that you can insert in your email as buttons​ and send to clients
  • No clickable time slots for booking meetings are not available
  • Personal online booking page that you can share as a link
  • No personal online booking page as a link
  • Instant calendar availability check with Lightning Scheduler adapter to avoid confliction appointments
  • High chance of conflicting appointments because of Lightning Scheduler
Data auto-capture
  • Saving emails in one click
  • Not available
  • Auto-saving any activity like emails, meetings or tasks to more than one Salesforce record at the same time
  • Multi-matching activites to more than one Salesforce records has to be done manually
  • Auto-creating of new custom Salesforce objects and automatically saving and linking data to them
  • New custom objects have to be created manually by Salesforce admins
Productivity
  • Inactive email thread reminders allow to set threads to jump to the top of your inbox when an email didn’t get a response in a set amount of days
  • Not available
  • Superior email tracking, including detection of special events like an email being opened repeatedly or after a long period of time
  • Not available
  • Revenue Signals functionality in the Outlook or Gmail Sidebar that provides alerts and contextualized insights into your deals
  • Not available