Everything You Need to Know About Microsoft Viva Sales

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

It’s important to capture customer orders, quotes, needs, and more. Lead and sales reporting help sales managers know where to direct their attention. Analytics also help drive more efficient ways of closing the deal.

Microsoft has taken up the mantle of this challenge. It is about to launch 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 wellbeing. As well as Viva Learning for staff development.

The Viva apps natively integrate 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’ll go through some of the most asked questions about the app, its features, and when you can get it.

What Is Microsoft Viva Sales?

Viva Sales is an application that will provide sales and lead insights. These insights populate throughout Office 365 and Microsoft Teams. The focus of the app is to cut unnecessary manual entry 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 leverages the data from these connections. This makes it easier for salespeople to get the prospect data they need to enable their work.

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. This frees them up for more customer relationship building.
  • Powerful Data Leveraging: Viva Sales connects to several platforms. This includes non-Microsoft programs and CRMs. The integration allows salespeople to cross-reference data points and gain valuable insights.
  • AI-Driven Help: Salespeople will get prompts that are AI-driven. These suggestions and reminders help them along in the sales process with a lead.

Interconnected Interface

Microsoft Viva Sales provides sales-specific insights throughout the various M365 applications. Salespeople natively see important customer details, wherever they are. Including in their Outlook Calendar or when in their Microsoft or non-Microsoft CRM.

Microsoft Viva Sales
Image courtesy of 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 throughout many cloud-based apps. It’s also used within Microsoft 365.

Salespeople can use the familiar tagging function. 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 will capture the contextual information on the lead or customer.

Collaborate

Viva Sales makes it easier than ever to collaborate with your team on a sales prospect or customer. You don’t have to chase down information to copy/paste into a message. Use that tagging function to populate lead information from Viva Sales in seconds.

Viva Sales Feature - Collaborate
Image courtesy of Microsoft

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

Call Summaries & Integrated Data

One thing that customers and salespeople hate is a lack of understanding. For example, when a salesperson doesn’t know about a recent customer interaction.

This can happen when company communication systems store data from different sources separately. Such as phone call messages being in one place and a customer’s website chat session being in another.

Viva Sales brings all that customer engagement data together into a single view. This allows the salesperson to see call summaries and capture call action items.

Download & Customize

Salespeople that prefer an Excel view of their contact list can get this from Viva Sales. Download lead and customer lists. Customize the application per the organization’s needs.

When Will Viva Sales Be Available?

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

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 digital experience apps for productivity. These apps help employees find information faster, feel more connected, and work more productively.

Now is the perfect time to explore those that have already launched and get ready for Viva Sales.

Contact us today for a free consultation to improve your team’s digital experience.

—
Featured Image Credit

This Article has been Republished with Permission from The Technology Press.

The post Everything You Need to Know About Microsoft Viva Sales first appeared on .



Original post here: Everything You Need to Know About Microsoft Viva Sales

Comments

Post a Comment

Popular posts from this blog

4 Interesting Cloud Storage Trends to Watch for in 2022

One area of cloud computing that is used widely, but often isn’t as flashy as the software side is cloud storage. Storing files in the cloud to make them easily accessible and shareable from anywhere was one of the very first uses of the cloud that was adopted widely by many users. As advances like automation and AI come to other types of cloud services, like team communications and business apps, cloud storage is not being left behind. The industry also continues to evolve to make storing data in the cloudless complex, more reliable, and better secured. It’s estimated that in 2021, 50% of all company data was stored in the cloud. This is an increase of 15% from just five years earlier. With today’s hybrid teams that may be working from home and be hundreds or thousands of miles away from co-workers, it’s important to centrally locate files in cloud systems that can be accessed by everyone. What can you expect to see in the cloud storage market this year? Here are some of the most ...
Read more

Mobile Malware Has Increased 500% – What Should You Do?

Cybersecurity researchers uncovered an alarming mobile statistic. During the first few months of 2022, mobile malware attacks surged by 500% . This is alarming both in scale and because many people aren’t yet protecting smartphones. For years, mobile phones have become more powerful. They now do many of the same functions as a computer – just with a much smaller screen. Yet, people tend to secure their computers better than they do their smartphones. This is a behavior that needs to change. Over 60% of digital fraud now occurs through mobile devices. That makes them highly risky if proper safeguards aren’t followed. Many of these are the same types of protections you have on your computer. It’s time to start thinking about your smartphone as a mini-computer and keeping it just as secure. Tips to Improve the Security of Your Smartphone Use Mobile Anti-malware Yes, your mobile phone needs antivirus/anti-malware too! Malware can and does infect smartphones and tablets. You need to ...
Read more

How to Protect Your Online Accounts from Being Breached

Image
Stolen login credentials are a hot commodity on the Dark Web. There’s a price for every type of account from online banking to social media. For example, hacked social media accounts will go for between $30 to $80 each. The rise in reliance on cloud services has caused a big increase in breached cloud accounts. Compromised login credentials are now the #1 cause of data breaches globally, according to IBM Security’s latest Cost of a Data Breach Report . Having either a personal or business cloud account compromised can be very costly. It can lead to a ransomware infection, compliance breach, identity theft, and more. To make matters more challenging, users are still adopting bad password habits that make it all too easy for criminals. For example : 34% of people admit to sharing passwords with colleagues 44% of people reuse passwords across work and personal accounts 49% of people store passwords in unprotected plain text documents Cloud accounts are more at risk of a breach ...
Read more