Case Study: Leading Venture Capital Firm streamlines Salesforce and Exchange sync with Riva

Riva helps leading VC firm migrate from LexisNexis InterAction to salesforce.com

Leading Venture Capital Firm, a New York-based VC firm, needed a more flexible platform than LexisNexis InterAction for managing deal flow, portfolio tracking, and internal workflows. As the company migrated to salesforce.com, it also needed to preserve the server-side Exchange contact synchronization and customization it had enjoyed with InterAction for Outlook and mobile devices.

Riva implemented a server-side integration between salesforce.com and Microsoft Exchange, satisfying the firm’s sync requirements without Outlook plug-ins and allowing control over which contacts and CRM objects were synchronized. With Riva, the customer quickly deployed a fully functional solution in a couple of weeks, kept personal and business contacts separate, and gained added features like custom field sync and email-to-opportunity automation—saving significant time and cost versus building a custom solution.