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Viva Sales uses Artificial Intelligence in CRM to boost sales

The productivity improvement of commercials is one of the objectives of Microsoft, which has just launched Viva Sales. This new application has been created to improve the user experience in the sales area: optimize any CRM system (both Microsoft Dynamics 365 and other solutions on the market) with customer relationship data extracted from Microsoft 365 and Microsoft Teams, and, through integrated Artificial Intelligence, offers personalized information and recommendations so sellers are more connected with their customers. This new tool helps them work more fluidly and makes closing deals faster.

With the new hybrid workspaces, employees demand tools that improve their working conditions, from controlling the hours dedicated to tasks to applications that allow them to work from anywhere.

With Viva Sales, they will now be able to receive recommendations and reminders, powered by AI, to keep your workflow. live sales enrich any CRM and introduces Artificial Intelligence throughout the sales process. Any data or relevant information of clients and businesses that are in Outlook, Teams and Office applications such as Word, Excel and PowerPoint, can be automatically integrated into the CRM platforms, without the need for the solution provider to make modifications to it .

Viva Sales streamlines your user experience by displaying different ideas, based on context, within the tools salespeople already use, saving time and making it easier for organizations to have a more complete view of the customer. “The future of sales has already arrived. Viva Sales brings together the information salespeople need at the right time, in the right context, in the tools they know, to streamline everyday work”, explains Judson Althoff, executive vice president and chief commercial officer of Microsoft. “Our goal has been to empower salespeople to better connect with their customers, and we have achieved this by reinventing the business experience with Viva Sales.”.

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Salespeople need productivity-enhancing and digital collaboration tools to engage with customers and close deals, but much of the insights they discover with these apps aren’t integrated into CRM”, says Paul Greenberg, founder and CEO of The 56 Group. “Microsoft addresses this challenge by offering a solution that complements CRM. Viva Sales automates repetitive tasks, captures critical customer information, and helps salespeople improve their work”.

Reimagine the seller experience

Viva Sales is part of Microsoft Live, an integrated employee experience platform that brings together communications, knowledge, learning, goals and insights to empower every person and team to do their best from anywhere. Viva Sales is the first role-based Viva app designed specifically for salespeople:

  • Viva Sales offers tools so that the commercials improve your figures and manage to lead sales. While they’re working, they can tag customers in Outlook, Teams, or Office apps like Excel, and Viva Sales will automatically include it as a customer record, with all the relevant data about the customer. This information can be easily shared with other team members while collaborating in Office and Teams without retyping or searching for it in the CRM.
  • Powered by data and Artificial Intelligence, Viva Sales recommends next steps to move a customer through the checkout process, prioritizes work, and allows sellers to access full history and user interaction materials. Real-time customer insights facilitate a deeper understanding of where everyone is in their purchase history and how to guide the relationship.

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