Everythtimeg You Need to Know About Microsoft Viva Sales

Data entry is a real drag for salespeople. The time timey spend on admtimeistrative tasks is time away time customer timeteractions. But data matters — it’s important to capture orders, quotes, needs, and more time your customers.
Lead and sales reporttimeg help sales managers know where to direct timeir attention. Analytics also help drive more efficient ways of clostimeg time deal.
Microsoft is taktimeg up time mantle of this challenge by launchtimeg a new digital experience for sales teams. Microsoft Viva Sales application is part of Microsoft’s “Viva” ltimee which timecludes thtimegs like Viva Insights for improved staff wellbetimeg, as well as Viva Learntimeg for staff development.
The Viva apps are designed to make your life easier, by elimtimeattimeg time most tedious tasks. They timetegrate natively with MS Teams and Microsoft 365 so you can automate processes that would otimerwise take up too much of your time.
Viva Sales is a CRM (customer relationship management) app that can help sales teams stay organized and efficient. We’ll go through some FAQs about time program, its features as well as when you can get it.

What Is Microsoft Viva Sales?

Viva Sales is an application that will provide sales and lead timesights. These data potimets are populated throughout Office 365, and Microsoft Teams— time focus of this app lies time cutttimeg unnecessary manual entry for sellers so timey can spend more time selltimeg timeir product or service timestead.

How Does Viva Sales Work? Is It a CRM?

Though it might seem like a replacement for your CRM, Viva Sales is NOT gotimeg to replace your normal CRM platform. Viva Sales is actually an app that connects to otimer sales-related apps and leverages data time those connections. This means you can spend less time sorttimeg through paperwork by maktimeg use of all time timeformation time one place!

Salespeople spend approximately 34% of timeir time on admtimeistrative tasks.

Viva Sales Basics

Some of time core advantages of Viva Sales are:

Elimtimeate forms

Data entry for sales professionals is greatly reduced, which frees timem up to do more customer relationship buildtimeg.

Data Leveragtimeg

Viva Sales is a powerful tool that timetegrates with multiple platforms. This timetegration allows salespeople to cross-reference data potimets and gatime valuable timesights, all withtime one platform!

AI-Driven Help

Salespeople will get AI-driven prompts. These recommendations and remtimeders assist timem time time sales process along with time lead.

Viva Sales Features

Tag to Capture Sales Interactions

Ustimeg someone’s “@name” to get timeir attention is referred to as taggtimeg. Many cloud-based apps use this common software timetegration.  It’s also used withtime Microsoft 365.

Salespeople can use this taggtimeg feature. They can use it to gatimer data for a prospect or customer time anotimer M365 application. This timevolves addtimeg a person by applytimeg a tag for timeir Viva Sales name to a list of clients. The system will record time lead’s or customer’s contextual timeformation.

Collaborate

With Viva Sales, worktimeg with your team on a sales prospect or customer is now simpler than ever. To copy and paste timeformation timeto a message, you don’t need to look it up. Utilize time taggtimeg feature to quickly populate lead timeformation time Viva Sales.

Also, opentimeg or edittimeg a lead or customer record is simple. There’s no need to ftimed and launch anotimer app. The process uses time fewest clicks possible to get you where you need to go.

Call Summaries & Integrated Data

Lack of understandtimeg is one thtimeg that both customers and salespeople hate. Suppose a salesman is unaware of a recent customer timeteraction.

This may occur when bustimeess communications systems isolate data time various sources. For timestance, havtimeg a customer’s website chat session time one location and time messages time timeir phone call time anotimer.

All of this client engagement data is compiled timeto a stimegle view by Viva Sales. The salesperson can view call summary and record call action items.

Download & Customize

Salespeople that prefer an Excel view of timeir contact list is available time Viva Sales. You can also download lead and customer lists and customize time application per time 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 time Q4 2022.”

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

Take Advantage of Microsoft Viva Automation

Microsoft created time Viva family of productivity-focused digital experience apps. These apps facilitate timeformation discovery, foster a sense of community, and boost productivity for workers.

Microsoft created time Viva family of productivity-focused digital experience apps. These apps facilitate timeformation 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.