Microsoft Viva Sales
Viva Sales helps sales professionals build better relationships with customers, streamline workflows, and ultimately close deals more effectively.
What is Microsoft Viva Sales?
Powered by Office 365 and Microsoft Teams, Viva Sales is a seller experience application which enables sales teams to conduct business more efficiently whilst in the flow of work.
Viva Sales uses cutting-edge technology to help accelerate revenue, improve customer experience, and capture critical customer data. Launched as part of the Microsoft Viva suite, it integrates seamlessly with Microsoft 365 applications, Microsoft Teams, and customer relationship management (CRM) systems, enabling sales professionals to access insightful data and tools directly within their workflow.
By leveraging AI-driven insights, Viva Sales provides a personalised experience, offering recommendations and contextually relevant information that helps sales professionals prioritise their tasks and customer interactions effectively.
The platform also fosters collaboration through shared knowledge and resources, allowing teams to work together in real-time and build relationships with customers.
Viva Sales emphasises employee engagement by incorporating learning opportunities and feedback mechanisms that help sales staff develop their skills and adapt to market changes.
With its focus on integration, insights, and engagement, Microsoft Viva Sales aims to empower sales teams to increase their efficiency and drive better business outcomes in a dynamic sales landscape.
What does Viva Sales do?
Viva Sales features tools which will ensure continuous improvement, better data management, and a more in-depth understanding of your customers. These are some of the core components of Viva Sales:
Works with your existing CRM
Viva Sales uses your existing CRM platform, helping reduce the burden of repetitive data entry tasks. It also allows you and your team to keep on top of customer interactions with more unified data management.
Artificial Intelligence
Integrating AI between Microsoft and your CRM accelerates revenue by automating more manual aspects of the sales process. Gain deeper understanding about customers with conversational intelligence call summaries and call action items. Easily close deals with AI-driven follow-through suggestions and reminders.
Custom Dashboards
Create custom dashboards with all the relevant information that you need in one location, enabling easier customer relationship management. Download your customer list and Viva Sales will keep it updated for you automatically.
Why use Viva Sales?
Viva Sales takes the effort out of the sales process, automating elements like entering data into your existing CRM system, giving you more time to focus on your customer relationships.
Viva Sales targets pain points for sellers by simplifying each step of the digital sales process. You’ll be able to create dashboards in the flow of work, customise prospect lists, easily share customer details with co-workers in Microsoft Teams using the @mention feature, and strengthen customer relationships with built-in AI technology.
Get in touch with CompanyNet
CompanyNet are the leading experts in Microsoft 365, and we would be happy to guide you through your journey in Microsoft Viva Sales. The CompanyNet team has more than 20 years’ experience of creating Microsoft digital workplaces that really work. We’re a tight-knit team that delivers results for customers including Scottish Water, Mencap, the Student Loans Company, Walt Disney, Tesco Bank, the Scottish Housing Regulator and many more.
If you’re keen to take the next step with Microsoft Viva Sales, drop us a line today.
Let’s talk
Fill in the form to discuss your options with one of our specialists and get a free assessment of your environment.
What you’ll get from the assessment:
- An understanding of how your business can develop a Modern Workplace
- Clear advice on any challenges your business may face and how to overcome them
- A clear pathway for your business to take, with guidance on adoption and deployment