Planning For Riva Insight

  • Updated

Audience: Project Team Lead and Riva Administrators.

 

What is Riva Insight?

It is an addition for Riva Cloud or Riva On-Premise.

Data display components:

  • The Insight panel displays context-aware data from the CRM and social information providers when selecting a contact, an appointment, an email, or a task.
  • Track in CRM associates a selected email or calendar item with an unrelated CRM contact, account, or opportunity.
  • The Riva Insight basic mode tracks an email to CRM.

For more information, see Riva Insight: Main features.

Data Delivery Engines:

Riva Insight itself does not sync information. It communicates with Riva Cloud or Riva On-Premise, which then

  • retrieves the data from the CRM and passes it to the Insight panel for display and
  • syncs the data to the CRM as specified in Track in CRM or basic mode.

Riva Insight communicates as follows:

  • With Riva Cloud: Via the Host Riva Insight Service, a free engine.
  • With Riva On-Premise: Via the Riva Insight server, which is installed on-premises. Requirements.

Eight Supported Riva Insight System Configurations

Riva Insight supports twelve system configurations: Each of 2 deployment strategies supports 2 technologies / email environments, and all 4 combinations work with Riva Cloud and Riva On-Premise.

2 deployment strategies

2 technologies / email environments

2 Riva platforms

  • Riva Cloud.
  • Riva On-Premise.

* Ultra-slim add-in that communicates with Riva Cloud or Riva On-Premise.

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