Why Should You Consider Using Microsoft Viva Sales When It Launches Later This Year?

Microsoft Viva Sales is a new extension of the previously existing Microsoft Viva product. This new advancement is built on Microsoft 365 to enhance employee experience. The reason for the existence of Microsoft Viva sales is to reduce the stress of manual collation of information by the sales team, which often uses various Microsoft 365 Office applications.

Microsoft Viva Sales works by automatically capturing customer data through its tagging features and bidirectionally feeding it into any CRM such as Microsoft Dynamic 365 and Salesforce CRM. Microsoft Viva also can extract data from Microsoft 365 applications such as Word, Excel, PowerPoint, Outlook, and more.

Therefore, knowing why you should consider using Microsoft Viva Sales after it launches is important. The following are the reasons you should consider using Microsoft Viva Sales in your company.

Eliminate Manual Data Entry and Makes Work Faster

The first reason you should consider using Microsoft Viva Sales is its ability to help businesses eliminate manual finding, sharing, and logging of prospects’ and customers’ information by making work faster. Different incorporated tools in Viva Sales help anyone involved in sales processes to capture client and sales data and automatically enter them into a CRM system.  

It also integrates customer and prospect data across applications such as email, productivity collaboration, and CRM. According to the Microsoft video demonstration, Viva was used to demonstrate how it could safely integrate data from Microsoft Dynamics into Office applications, Outlook, and Microsoft Teams.

Amazingly, Microsoft Viva Sales can automatically update sales information across all applications when one of the applications is updated.

Equipped With Advanced AI

According to Microsoft, Viva Sales is powered by Context IQ artificial intelligence (AI), which helps easily retrieve customers’ and prospects’ information when needed. Context IQ uses Microsoft Graph to garner insight about your work, making it easy to give suggestions and information when needed.

Call Conversation Transcription and Insight

Another reason you should consider using Microsoft Viva Sales is that it makes the work of a salesperson easy by creating a transcription of call conversations with prospects without taking notes. This is done for reference and can be easily suggested by Microsoft Viva Sales when needed.

Microsoft Viva Sales built-in AI also helps guide the salesperson through the call by providing reasonable and appropriate conversation insights. It can also help your sales team by providing timely insights into the next best brilliant action to take while having a meeting.

Works With Other Non-Microsoft CRM

Another benefit of using Microsoft Viva is that it is not selective of the CRM to work with. If non-Microsoft CRM works best for your business and you want to incorporate Microsoft Viva Sales, you can do so. There is no need to invest in Microsoft CRM before using Microsoft Viva Sales.

Retains the Best Talents in Your Organization’s Sales Team

Every expert wants to work using the easiest latest tools and equipment. Microsoft Viva Sales is mainly built to redefine the seller experience. According to Microsoft, Viva Sales is described as an employee experience enhancer. That is, it is mainly built to aid salespersons during their tasks.

Microsoft Viva Sales helps salespersons get their job done quickly by providing accurate suggestions at the right time. Sellers don’t have to get bogged down in manual processes and have more time for customer engagement.

Minimizes Content Switch 

Microsoft Viva Sales can minimize context switches by placing deal information within the workflow. It can also connect with LinkedIn to give more insight about the prospect and create an easy workflow atmosphere by suggesting the best next step for a salesperson to take with the prospect.

Gives Brilliant Suggestions in Every Stage of the Sales Funnel

Microsoft Viva Sales helps the seller in every stage of the sales funnel, using AI and available data about the prospect. It also helps sellers prioritize their work by giving needed information at the right time in the sales funnel. 

This will keep all salespeople in your organization updated to know the stage at which a particular prospect is in their purchase journey.

Easy Collaboration Between the Sales Team Members

Another vital reason you should consider Microsoft Viva Sales is because it can help your sales teams collaborate easily and share information. Every sales team member can easily look up a customer’s or prospect’s information, such as contact within a team conversation, and share it with other team members without switching to CRM.

Easy Installation and Setup

Last but not the least, Microsoft Viva Sales application is designed so that a Microsoft 365 admin can easily set it up from the admin center and assign the best user.

Get Help Improving Your Digital Workflows from Unbound Digital

Microsoft Viva Sales is a next-generation modern application that will redefine salespersons’ experience and increase productivity. Many sales teams may find it a dream come true as it is built to enrich other CRMs already in use.

In addition, Microsoft Viva Sales is unique from other integration as it is compatible with “any other CRM system,” according to Microsoft. With all these innovative features listed, Microsoft Viva Sales may be worth equipping your sales team with after its release in Q4 2022.

If you need help integrating Viva Sales or other productivity-boosting technology into your business, Unbound Digital can help. Call us at 423-467-7777 or reach out online.