microsoft wants to improve the productivity of the commercials, in addition to facilitating their work, and for this it has developed live salesa platform created to improve the experience of sales professionals. Its mission is to optimize any type of CRM system, whether Microsoft or not, thanks to Artificial Intelligence. It is Viva’s first role-based application, designed in this case for the sales industry. Communications, knowledge, learning, and insights are brought together here, and all of its elements can be accessed by salespeople from anywhere.
Viva Sales optimizes CRMs using customer relationship data, which it draws from Microsoft 365 and Microsoft 365. Using it as a starting point, it offers personalized insights and recommendations to improve the connection between salespeople and their customers, while speeding up sales. closing deals. The tool also allows sales representatives to receive recommendations and reminders, powered by Artificial Intelligence, to have information that facilitates the development of their work.
Microsoft Viva Sales handles extract any relevant data or information from customers and companies you find in Outlook, Teams, and the Office apps. After automatically integrates them into any CRM that the company uses. In addition, the system displays different ideas, depending on the context, within the tools used by salespeople. As they work, they can tag clients in Outlook, Teams or Excel, for example, so that Viva Sales automatically passes it as a client record to the CRM.
This data can be shared with other team members when they’re using collaboration tools, like Teams, as well as the Office apps. On the other hand, the platform recommends the next steps to take to advance in a purchase process, it is capable of prioritizing the work and gives salespeople access to the complete history of an operation. Also, use the new function Context IQwhich ensures relevant content is connected across Microsoft apps and services, such as Dynamics 365 and Microsoft 365.
This platform also offers the possibility of tracking clients in Excel. Also add new entries, sort, filter, add, group, add columns and organize information. It also automatically captures who first contacted a customer and the date and trend of their sentiment.
Salespeople can also view call summaries, real-time conversation suggestions, and call action items. And a function that prevents salespeople from having to take notes during calls and focus on the conversation: call transcription.
