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

Riva helped bridge salesforce.com integration gaps that we had previously enjoyed with LexisNexis InterAction. For example, LexisNexus InterAction provided a server-side sync solution for Exchange and greater control over how contacts get synchronized than is available with Salesforce for Outlook.

Overview

Prior to their migration to salesforce.com, a leading venture capital firm based in New York used LexisNexis InterAction to help manage and keep track of deal flow. LexisNexis InterAction is a popular CRM software solution among professional services firms. In late 2011, the VC firm migrated the last of its team from LexisNexis InterAction to salesforce.com. Riva helped close the loop on the migration by delivering a server-side sync solution for salesforce.com and Microsoft Exchange to better satisfy users‘ custom contact sync requirements for Outlook, BlackBerry and iPhone devices.

The Challenge

„LexisNexis InterAction delivered a very good contact management platform for us,“ said the Director of Information Technology for the company. „What we really needed, however, was a platform that was flexible enough to become our complete portfolio tracking system, internal intranet and deliver on a broader set of customization requirements.“

„After testing and evaluating salesforce.com, we determined that it would be the best CRM to satisfy our platform requirements. Our investor relations department and our team in India were the first two departments to be migrated over to salesforce.com, and, by September 2011, we had migrated the bulk of our business and workflow processes over to salesforce.com.“

„While we were satisfied with our migration from LexisNexis InterAction to salesforce.com,“ continued the IT Director, „Riva helped bridge salesforce.com integration gaps that we had previously enjoyed with LexisNexis InterAction. For example, LexisNexus InterAction provided a server-side sync solution for Exchange and greater control over how contacts get synchronized than is available with Salesforce for Outlook.“

The Solution

The VC firm discovered Riva Integration Server from Omni on the salesforce.com AppExchange. Riva delivers advanced, server-side integration between salesforce.com and Microsoft Exchange that can be customized to meet customers‘ particluar sync and integration requirements.

„What impressed us most about Riva was its flexibility,“ said the IT Director. „It immediately satisfied our server-side sync requirement for Exchange. This allowed us not to have to install or manage Outlook plug-ins on our partners’, analysts’ and investment team’s desktops, laptops or mobile devices. Equally important, however, we were able to decide which CRM objects we wanted to sync, enable one-way synchronization of contacts, and allow partners and analysts to choose which contacts they wished to sync to Outlook and their BlackBerry and iPhone devices.“

„In addition, Riva was configured to not sync users’ personal notes in Outlook to salesforce.com contacts. With Riva, we were able to keep personal contacts separate from salesforce.com contacts in Outlook. It was important to us that an office assistant could update a contact in salesforce.com and automatically have that contact be updated on an investment professional’s mobile device without needing to have the Outlook client running.“

The Results

„We went to the Riva team with a set of well-defined sync parameters and custom requirements. Within a couple of weeks, we had a fully-functional solution,“ said the IT Director. „If Riva didn’t exist, it would have been much more difficult to migrate from InterAction to salesforce.com. Without Riva, the only other option would have been to build a custom Outlook sync solution. This would have required a much greater investment of time and money, and, ultimately, we wouldn’t have ended up with the same measure of flexibility, reliability and functionality that we have with Riva.“

„Prior to testing Riva, we contacted several Riva customers to discuss their implementations,“ said the IT Director. „They were very positive and that gave us added comfort as we moved forward with the pilot and production implementation.“

„Riva was able to satisfy the server-side integration that we formerly enjoyed with InterAction. Riva delivered on the specific additional customizations that we required. Plus, it simplified the process of synchronizing custom fields and had some nice email archiving and email-to-opportunity automation features that went well beyond anything we had seen. I would recommend Riva to customers looking to improve their integration between salesforce.com and Microsoft Exchange.“

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