Everything You Need to Know About Microsoft Viva Sales
What Is Microsoft Viva Sales?
Viva Sales is an application that will provide sales and lead insights. These data points are populated throughout Office 365, and Microsoft Teams— the focus of this app lies in cutting unnecessary manual entry for sellers so they can spend more time selling their product or service instead.
How Does Viva Sales Work? Is It a CRM?
Though it might seem like a replacement for your CRM, Viva Sales is NOT going to replace your normal CRM platform. Viva Sales is actually an app that connects to other sales-related apps and leverages data from those connections. This means you can spend less time sorting through paperwork by making use of all the information in one place!
Salespeople spend approximately 34% of their time on administrative tasks.
Viva Sales Basics
Some of the core advantages of Viva Sales are:
Eliminate forms
Data entry for sales professionals is greatly reduced, which frees them up to do more customer relationship building.
Data Leveraging
Viva Sales is a powerful tool that integrates with multiple platforms. This integration allows salespeople to cross-reference data points and gain valuable insights, all within one platform!
AI-Driven Help
Salespeople will get AI-driven prompts. These recommendations and reminders assist them in the sales process along with the lead.
Viva Sales Features
Tag to Capture Sales Interactions
Using someone’s “@name” to get their attention is referred to as tagging. Many cloud-based apps use this common software integration. It’s also used within Microsoft 365.
Salespeople can use this tagging feature. They can use it to gather data for a prospect or customer from another M365 application. This involves adding a person by applying a tag for their Viva Sales name to a list of clients. The system will record the lead’s or customer’s contextual information.
Collaborate
With Viva Sales, working with your team on a sales prospect or customer is now simpler than ever. To copy and paste information into a message, you don’t need to look it up. Utilize the tagging feature to quickly populate lead information from Viva Sales.
Also, opening or editing a lead or customer record is simple. There’s no need to find and launch another app. The process uses the fewest clicks possible to get you where you need to go.
Call Summaries & Integrated Data
Lack of understanding is one thing that both customers and salespeople hate. Suppose a salesman is unaware of a recent customer interaction.
This may occur when business communications systems isolate data from various sources. For instance, having a customer’s website chat session in one location and the messages from their phone call in another.
All of this client engagement data is compiled into a single view by Viva Sales. The salesperson can view call summary and record call action items.
Download & Customize
Salespeople that prefer an Excel view of their contact list is available in Viva Sales. You can also download lead and customer lists and customize the application per the organization’s needs.
When Will Viva Sales Be Available?
There is no specific debut date yet, but you can be sure that we will keep an eye on this as Microsoft has stated that Viva Sales would “come in Q4 2022.”
In the meantime, you can watch a video explaining the application on Microsoft’s site here.
Take Advantage of Microsoft Viva Automation
Microsoft created the Viva family of productivity-focused digital experience apps. These apps facilitate information discovery, foster a sense of community, and boost productivity for workers.
Microsoft created the Viva family of productivity-focused digital experience apps. These apps facilitate information discovery, foster a sense of community, and boost productivity for workers.
The ideal moment to explore those that have already launched and prepare for Viva Sales is right now.
For a free consultation on how to enhance your team’s digital experience, contact us right away.