Everything You Need to Know About Microsoft Viva Sales

Salespeople spend a lot of time entering data, which takes away from connecting with customers. However, gathering this information is still key to success.

Understanding what customers want is crucial for sales success, and tracking leads helps make sure no opportunities are missed. Analyzing sales trends lets managers spot problems early and gives teams the insights they need to close deals confidently.

Microsoft Viva Sales gives teams a useful digital tool. It is part of the Viva suite, which is designed to support wellbeing and growth at work and beyond.

Viva apps work with Microsoft 365 to make your job easier and more enjoyable. Automation takes care of repetitive tasks, so you can spend more time connecting with people.

Viva Sales is a new CRM tool created to simplify your work. Discover its features, release date, and get answers to your questions about this app.

Microsoft Viva Sales is a strong tool for sales teams.

Viva Sales gives sales teams a cutting-edge advantage with its powerful insights that are integrated into Office 365 and Microsoft Teams. The app allows sellers to focus more on what really matters – closing deals quickly and efficiently, without manual data entry consuming precious time.

Looking to boost your sales?

Viva Sales can improve your CRM by connecting with other sales apps. It gives you access to prospect data that can make a real difference in your results. With this information, salespeople have what they need for an efficient and productive workflow.

Salespeople spend around 34% of their time on administrative tasks.

Viva Sales Basics

Here are some main benefits of Viva Sales:

1. Eliminate Forms: Data entry for sales professionals is greatly reduced. This frees them up for more customer relationship building.

2. Powerful Data Leveraging: Viva Sales connects to many platforms, including non-Microsoft programs and CRMs. This integration lets salespeople cross-reference data and gain useful insights.

3. 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.

Today, our world is more connected than ever.

With Microsoft Viva Sales, salespeople can access important insights wherever they are. They can quickly view customer data in Outlook Calendar or even when using a non-Microsoft CRM, making it easier to make informed decisions anytime.

Use Viva Sales to help your business reach its full potential.

Use tagging to improve your sales conversations and get better results.

Salespeople can use M365’s tagging feature to quickly capture data on prospects or customers. With just a few clicks, they can add leads or clients to Viva Sales, including all the important details.

Build stronger relationships with customers and prospects by using simple tagging features. With one click, Viva Sales name tags help you manage customers by automatically collecting relevant data, so you do not have to track it yourself.

Collaboration is key to success. Viva Sales makes it easier and faster to work with your team on sales prospects or customers. The tagging feature lets you quickly add lead information without searching for every detail.

Editing or opening lead or customer records is simple. You do not need to search through multiple apps; just a few clicks will get you where you need to be.

Dive deep into your data with integrated call summaries, Failing to stay in the loop can lead to disastrous results. Whether it be a customer feeling unheard or a salesperson unknowingly offering poor advice, both sides may suffer if there’s an absence of understanding and communication between them.

When companies store data in different places, communication can become disjointed and information may get lost. Phone messages and website chats might be kept separately, making it harder to have complete conversations with customers.

With Viva Sales, salespeople no longer need to rely on their memories or jot down notes to keep track of customer engagement. Instead they can get a comprehensive overview in one place and take appropriate action items accordingly!

Get creative and customize your experience!

Viva Sales helps salespeople manage leads and customers easily. Its customizable Excel view lets users download contact lists tailored to their organization’s needs, making data management more efficient.

Are you ready to improve your sales?

Microsoft plans to launch Viva Sales soon, with a release expected in late 2022. We will keep you updated on its progress and new features.

In the meantime, you can watch a video about the app on Microsoft’s website.

https://www.microsoft.com/en-us/microsoft-viva/sales

Take advantage of Microsoft Viva automation.

Microsoft created the Viva suite of digital experience apps to boost productivity. These apps help employees find information faster, feel more connected, and work more efficiently.

Now is a great time to try the Viva apps that are already available andget readye for Viva Sales. Contact us for a free consultation to help your team improve their digital experience.