Knowledge base

November 10, 2022

Everything you need to know about Microsoft Viva Sales

Data entry can be a real hurdle for salespeople. The time they spend on administrative tasks is time away from customer interactions. But that data is vital.

It is important to capture customer orders, quotes, requirements and more. Lead and sales reporting help sales managers know where to focus their attention. Analytics also helps find more efficient ways to close the deal.

Microsoft has taken up the mantle of this challenge. It involves launching a new digital experience for sales teams. Microsoft Viva Sales is part of the “Viva” line of applications. These include things like Viva Insights for improved staff well-being. As well as Viva Learning for workforce development.

The Viva apps integrate native with MS Teams and the Microsoft 365 ecosystem. They include automation designed to eliminate boring tasks and enable more work engagement.

Viva Sales is a “CRM helper” application. We will go over some of the most frequently asked questions about the app, its features and when you can get it.

What is Microsoft Viva Sales?

Viva Sales is an application that provides sales and lead insights. These insights are completed in Office 365 and Microsoft Teams. The focus of the app is to reduce unnecessary manual input to give sellers more time to sell.

How does Viva Sales work? Is it a CRM?

Viva Sales is NOT going to replace your normal CRM platform. Instead, it connects to your CRM and other sales-related apps. It uses the data from these connections. This makes it easier for salespeople to get the prospect data they need to enable their work.

Sellers spend about

34% of

their time on administrative tasks.

How does Viva Sales work? Is it a CRM?

Some of the key benefits of Viva Sales include:

-Eliminate forms: data entry for sales professionals is greatly reduced. This frees them up for more customer relationship building.

-Powerfuldata leverage: Viva Sales connects to multiple platforms. This also applies to non-Microsoft programs and CRMs. The integration allows salespeople to compare data points and gain valuable insights.

-AI-drivenhelp: sellers get prompts that are AI-driven. These suggestions and reminders help them further in the sales process with a lead.

Interconnected interface

Microsoft Viva Sales provides sales-specific insights across M365 applications. Vendors see important customer data wherever they are. Include in their Outlook calendar or when in their Microsoft or non-Microsoft CRM.

Source: Microsoft

Viva Sales features

Tag to capture sales interactions

Tagging is also known as using someone’s “@name” to get their attention. Tagging is a popular software integration used in many cloud-based apps. It is also used within Microsoft 365.

Vendors can use the familiar tagging feature. They can use it to capture data from another M365 application for a prospect or customer. This includes adding someone to a list of customers by using a tag for their Viva Sales name. The system captures contextual information about the lead or customer.

To collaborate

Viva Sales makes it easier than ever to collaborate with your team on a sales prospect or customer. No need to chase information to copy/paste into a post. Use that tagging feature to enter lead information from Viva Sales within seconds.

You can also easily edit or open a lead/customer record. No need to search and open another app. The process gets you where you need to go in as few clicks as possible.

Summaries of conversations &integrated data

One thing customers and salespeople hate is a lack of understanding. For example, when a salesperson is unaware of a recent customer interaction.

This can happen when business communications systems store data from different sources separately. Such as phone calls in one place and a customer’s chat session in another.

Viva Sales brings all that customer engagement data together in one view. This allows the vendor to view call summaries and capture call action items.

Downloading & Customizing

Salespeople who prefer an Excel view of their contact list can get it from Viva Sales. Download lead and customer lists. Adapt the application to the needs of the organization.

When is Viva Sales available?

Microsoft has announced that Viva Sales will arrive “in Q4 2022.” There is no exact launch date yet, but you can be sure we will keep an eye on it!

In the meantime, you can watch a video explaining the application on Microsoft’ s site here.

Take advantage of Microsoft Viva Automation

Microsoft built the Viva suite of apps for digital experiences for productivity. These apps help employees find information faster, feel more connected and work more productively.

This is the perfect time to explore those that have already launched and prepare for Viva Sales.

Source: nolimitsmedia

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