Microsoft launches "intelligent CRM companion" Viva Sales

Microsoft launches its first role-based app designed for sellersViva Sales. It actually automates data entry into your CRM using data from places like Outlook and Teams. According to Microsoft, this automation frees salespeople from the burden of manually coding data, allowing them to focus more on customer interactions and close deals faster.

Judson Althoff, executive vice president and chief commercial officer of Microsoft, said in a LinkedIn post: "Microsoft is reimagining the sales experience and empowering every salesperson with Viva Sales, which is a new app that allows sellers to automatically capture data from any #CRM system using Microsoft 365 and Teams. ” “Viva Sales enables sellers to maintain workflows where they can use Teams and Office to drive deals while consuming new customer data Enrich their CRM system."

Viva Sales is built on the recently launched Microsoft Viva and syncs with tools in Microsoft 365, including Teams, Excel, Outlook, and more. It automatically aggregates customer information scattered across multiple locations and integrates it into your organization's CRM system of choice. Viva Sales' automated services allow businesses to experience the beauty of their traditional CRM systems without having to change them. It works with Microsoft's own Microsoft Dynamics 365 Sales and other brands of CRM systems such as Salesforce, Freshworks and Zoho.

Users can easily mark someone as a customer when using Microsoft 365 tools. Viva Sales will help you mark contacts as customers in Outlook. It will collect data on your interactions with that person and then sync with your CRM system. You can also tag any of your customers in Microsoft 365 tools and Viva Sales will identify the data relevant to them.

Described by Microsoft as an "intelligent CRM companion," the latest addition to the Viva suite of workplace tools doesn't just handle the heavy data coding for you: it also guides you to take the right steps and actions related to your customers.

"Powered by data and AI, Viva Sales recommends next steps to advance customers through the sales funnel, prioritizes efforts and next steps, and gives sellers access to full history and customer interaction materials ," Microsoft said in a post. Rewritten sentence: With real-time customer insights, we are able to gain a deeper understanding of where each customer is in the buying stage and provide recommendations for navigating that relationship. ”

The company added: “Viva Sales also provides AI-driven recommendations that enable sellers to enhance their customer engagement – ​​optimizing with next best steps, actionable reminders and recommendations Follow up to accelerate and close more sales. “Viva Sales is using Context IQ, announced last fall, to ensure relevant content is connected across Microsoft applications and services such as Dynamics 365 and Microsoft 365 so sellers save time and maintain workflow. ”

Also, to make organized CRM data easily accessible to collaborative teams of salespeople, customers’ account information can be easily shared on Teams via a live link, eliminating the need to copy-paste all data from one application to Another app. Users can also edit information directly from Teams.

Viva Sales will be in public preview this July, followed by general rollout in the fourth quarter of 2022.

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