Most of your time as a salesperson is spent on administrative duties like updating your CRM system with new data. Time is money for sellers, and relationships are crucial. According to sales research, 34% of salespersons dedicate their time to closing deals. On the other hand, most sales teams struggle with tasks like quote creation, data entry, and other activities that take their focus away from customers. This, therefore, calls for a balance.
Sellers need to use the time they spend putting data into their CRM on more essential duties like selling and interacting with potential customers. That is where Microsoft comes in with a new platform.
Microsoft claims that in today’s hybrid workplace, employees want more from their employers regarding the equipment utilized, the number of hours put in, and the settings in which they work. Salespersons or teams fall into this category.
What are Viva Sales?
Viva Sales is the newest and most innovative addition to the Microsoft Viva suite. It is a collaborative app for Teams and Outlook. (Microsoft reportedly didn’t want to promote Viva Sales as “Dynamics” because it can integrate with other CRM systems that Microsoft did not create.)
With no needless context switching or manual data entry, Microsoft Viva Sales is made to support sellers in their workflow. Your CRM, Microsoft 365, and Microsoft Teams are all combined to offer a more simplified and AI-powered selling experience.
A tech giant explains that Viva Sales is a platform for managing employee experiences. It ties together several work components, including resources, insights, information, communications, and learning. According to Microsoft, Viva Sales cultivates a culture that frees up staff members and teams to perform at their highest level from any location.
What Makes Viva Sales Different?
The standout feature of Viva Sales is its capacity to automatically gather client information via its tagging feature and feed it into any CRM, including Salesforce CRM and Microsoft Dynamics 365, in a bi-directional manner. Additionally, it can access data from any Microsoft 365 application—including Excel, Word, PowerPoint, etc.—to offer AI-generated recommendations and next steps using Context IQ, unveiled last autumn.
Microsoft designed Viva Sales to be a fully integrated seller experience platform that combines communications, learning, knowledge, insights, and goals. It is the first role-based Viva application explicitly designed for sellers and has several features and benefits.
Elements of Viva Sales
Tools in Viva Sales are designed to support continual improvement, improved data management, and a deeper comprehension of your consumers. Some of Viva Sales’ essential elements include the following:
When AI is integrated between Microsoft and your CRM, revenue is increased by automating more manual components of the sales process. To better understand your customers, salespersons are urged to utilize conversational intelligence call summaries and call action items. Also, utilize AI-driven follow-up suggestions and reminders to conclude sales quickly.
Salespersons will be able to manage their customer relationships more efficiently in Viva Sales by creating customized dashboards that contain all the necessary information in one place. When they download their customer list, Viva Sales will immediately update it.
Compatible With Existing CRM
Using the current CRM platform by Viva Sales helps lessen the workload associated with repetitive data entering procedures. More unified data management lets salespersons and their teams stay on top of customer interactions.
How Helpful Is Microsoft Viva Sale For The Sellers?
Organizations have faced challenges and used creativity in recent years to create innovative management solutions for remote employees. With the danger of digital platforms and technology, every organization is now interconnected. Working remotely has a bright future now that every industry uses digital technologies.
Operating from anywhere is one of the critical capabilities Viva Sales provides to salespeople. Sellers can work from their homes, offices, or other locations. This boosts their effectiveness, productivity, and relationship with their customers.
Logging interactions and essential company information into CRM systems are one of the most tiresome and time-consuming activities marketers perform. They also utilize this information to track transactions and forecast sales. In addition to frustrating and wasting their time, this manual data entry task also lowers team morale and reduces employee satisfaction. Microsoft Viva assists sellers in integrating data from several platforms to create a uniform view of client interactions and transactions.
Teams and Microsoft 365 serve as the foundation for Microsoft Viva Sales. The ability to organize tasks, see insights, analyze data, and communicate is possible. With the strength and security of Windows at its back, Viva provides the ideal digital employee experience.
Ready to Boost Sales with Microsoft Viva Sales?
Are you ready to boost sales and satisfy customers? Viva Sales is a sales booster, helps ease stress, and is highly productive.
CONNECT2GEEK IT Options can point you toward the best solutions to increase business sales and assist you with configuring your Viva Sales dashboard.
Contact us now if you’d like to learn more about the potential of this platform.