Microsoft Viva Sales is an application that populates throughout Office 365 and Microsoft Teams to provide sales and lead insights. The app helps to remove manual data entry so that salespeople have more time to sell.
What is Microsoft Viva Sales?
Salespeople spend a substantial amount of time on administrative tasks. Data is as important as customer interactions. By capturing customer orders, preparing proposals and quotes, and updating sales reports, Microsoft Viva Sales helps sales managers to understand the importance of each process.
Microsoft is launching Viva Sales, as part of the Viva suite of applications to improve the flow of work and sales experience for the sales team. The Viva suite of applications includes Viva Insights to improve staff well-being and Viva Learning for staff development. The Viva app natively integrates with Microsoft Dynamics 365 and Microsoft Teams ecosystem. Viva Sales enables automation to eliminate the need to perform redundant tasks such as data entry, data matching, and report generation.
Viva Sales is a Customer Relationship Management (CRM) companion application equipped with AI-driven insights, workflow, and analytics to increase salespeople’s efficiency. It automates tasks to make sellers’ lives easier. If you have customer information and deal insights in Outlook and Team chat, they are populated in Viva Sales so that the information is available in CRM automatically.
Microsoft Viva Sales Features
Viva helps sellers by automatically capturing data from Office 365 and Microsoft Teams and recording it to your CRM system. This eliminates manual data entry and gives sellers more time to focus on selling. Key features of Viva Sales:
- Conversational Intelligence: Eliminate note-taking and get a full transcript of the customer meeting as well as follow-up actions with AI-driven recommendations.
- CRM Integration: Viva Sales brings all customer engagement data together in a single view so that salespeople can see all customer interactions and take appropriate actions.
- Dynamics 365 Sales Integration: Viva integrates with Dynamics 365 Sales to keep you updated with the latest information.
- Customer Tagging in All Sales Interactions: The app uses tagging to capture contextual information on the lead or customer. Salespeople can easily use the tagging function to record interactions across other Microsoft 365 applications.
- Team Meeting Insights: Easily share knowledge and customer card with teammates within Microsoft Teams.
- Share & Collaborate on Data: Use tagging function to populate lead information from Viva Sales, so there is no need for copy and paste or email. You can edit or open a lead or customer record from the app itself to reduce the number of steps required to open another app. Do note that a Microsoft 365 for enterprise or Office 365 for enterprise product license is required to use the Viva Sales app in Outlook, Excel, and Microsoft Teams.
3 Ways to Improve Productivity
Salespeople like to focus on the activities that have the highest value. They want to connect with customers and build strong relationships, not spend time on data entry. However, they still need to capture and keep up to date with customer engagement data. This is where Viva Sales can fill the gap.
#1 Remove Administrative Tasks
Viva Sales automatically collects data from all Microsoft 365 apps across every customer touchpoint. There is no need for manual data entry. Salespeople can save time from administrative work that takes up a substantial portion of productive hours.
#2 Connect the Data
Viva Sales provides you with Conversation Intelligences in Teams calls, automatically including an executive summary, call transcript, and helpful KPIs such as average talking speed and talk-to-listen ratio. These actionable insights in real-time help salespeople close deals faster.
#3 Crush the Sale
AI-driven recommendations create a better selling experience and optimise follow-ups for faster closing. Viva Sales provides the next best actions for better results.
Automate Tasks and Improve Productivity with Microsoft Viva Sales
The Viva Suite application was built to improve productivity. They help employees find information faster, improve connections, and work more productively. Explore the Viva Suite apps today – contact us for a free consultation on improving your team’s digital experience.
