Salespeople also need to access their CRM system – as well as multiple applications and databases – several times a day to stay on top of their accounts. This adds up to dozens of interruptions as they navigate among these nonsense applications and the collaboration and productivity tools they’re using to accomplish administrative tasks, collaborate internally and work on deals. Yet, all sellers really want to spend more time with their customers.
But what if everything a salesperson needed to do their job was brought together in one place – where they already spend most of their day – in calls, meetings and chats? What if their customer records, data and tasks were intelligently organized and accessible in the tools they use every day? What if the collaboration environment sellers use to talk to customers automatically provides the next best action and sentiment analysis?
How much more impact could sellers have, and how much more time could they spend with customers? How would it improve their selling experience? And how much more revenue could they drive for their company?
This is what led us to develop Viva Sales, the new seller experience application.
Viva Sales enriches your CRM and brings intelligence back to the seller
Viva Sales is a new modern way of selling. As a smart CRM companion, Viva Sales makes sellers’ lives easier while enriching their CRM. Think about all the customer and deal insights that are already in Outlook, Teams and Office applications like Word, Excel and PowerPoint, but never make it into the CRM system. These insights are hard to capture because the seller is tasked with entering data manually.
By enhancing the CRM system with customer engagement data from Microsoft 365 and Teams along with the power of artificial intelligence (AI), Viva Sales empowers sellers to be more connected with their customers, resulting in more personalized customer engagements and closed deals faster. This happens through a simple customer tagging feature, which automates the data capture, saves the seller time, and provides their organization with a more complete picture of deal and customer status. With AI embedded throughout, Viva Sales is like a sales coach to move deals along with recommendations and reminders. This intelligence layer provides sellers with the information they need to help them be more productive.
The future of selling is not a new system to learn. It’s bringing the information sellers need at the right time, with the right context, into the tools they are familiar with so their work experience can be streamlined. Viva Sales builds on Microsoft Viva, launched last year, which provides an integrated employee experience platform that supports everyone throughout their employee journey. Viva brings together communications, knowledge, learning, goals and insights to empower every person and team to achieve more from anywhere. Now with Viva Sales, we’re delivering the first role-based Viva application specifically designed to meet sellers’ needs.
Reimagining the sales experience
With Viva Sales, we are reimagining sales, empowering salespeople with AI-driven insights and data automation right in the flow of work – in the productivity and collaboration tools millions are already using every day – Microsoft 365 and Teams.
As Microsoft’s Chief Commercial Officer, I’m especially excited for today’s announcement. Viva Sales delivers on what customers and individual sellers have been asking for, and I’m looking forward to rolling out Viva Sales across my entire organization.
Learn more about Viva Sales on the Viva Sales product website.
Tags: CRM, hybrid workplace, Microsoft Teams, Microsoft Viva, Viva Sales