Sellers are busy people, and relationships are key, yet on average, sellers spend more time on administrative tasks than they do selling. Today, we are excited to announce the public preview of Microsoft Viva Sales, a new app designed for sellers that gives them time back so they can focus on what matters most — building solid relationships and closing deals.
Though sellers stay connected with their customers using Outlook and teams, they still need to manually log interactions and essential business data into their CRM systems so their organizations can track deals and project revenues. All this manual data entry frustrates sellers, wastes time, dampens team morale, and decreases employee satisfaction. Furthermore, because data is siloed across multiple systems, sellers don’t have a unified view of customer interactions and deals.
Viva Sales solves these challenges and more by bringing everything sellers need seamlessly into a single workflow designed for sellers. Viva Sales connects Microsoft 365 apps to CRM systems so sellers can see customer information where they need it, when they need it, get rich sales-specific insights on customer meetings, and easily share CRM data with coworkers.
Having essential information in the flow of work saves valuable time, helps make better decisions, and empowers sellers to build stronger relationships so they can close more deals, faster. Furthermore, with customer engagement data tracked effortlessly and consistently in CRM systems, organizations can run more accurate sales reports and forecasts, improving business results.
The Viva Sales public preview includes the following capabilities:
- Access important CRM customer data in Outlook and Teams to reduce time spent looking for information: Sellers can access customer contact details and related account and opportunity data from CRM inside Outlook and Teams applications.
- Connect to CRM of choice to reduce application switching: Viva Sales Public preview includes connectors to Dynamics 365 Sales and Salesforce. Sellers can update critical contact data without switching applications.
- Easily create customer contacts from Outlook: With Viva Sales, sellers can capture new customer contacts with a few clicks from Outlook. Key insights such as previous activities and files exchanged will soon be available to enrich this information further.
- Improve sales performance on customer calls with Sales Conversation Intelligence (SCI): When communicating with customers on Teams, sellers can utilize SCI to generate call summaries, track customer sentiment and suggest action items for customer follow-ups post calls.
- Collaborate with colleagues on relevant customer data in Teams and Outlook: Sellers can look up customers from within a Teams conversation and immediately share it with their team. They can copy customer contacts from Outlook as rich, editable context and paste them into a Teams conversation. All this allows sales teams to get customer context without switching to CRM.
- Stay secure and compliant: Viva Sales respects company security and privacy policies in sharing customer contact information, including CRM access controls and user permissions. Switching it on is an easy decision.
- Quick install and setup: A Microsoft 365 admin can set up the Viva Sales application from the admin center and assign the right users.
Learn how to get started today:
- Installing Microsoft Viva Sales Application from the M365 Administration Center - YouTube
- How to get started using Microsoft Viva Sales - YouTube
- How to install Microsoft Viva Sales Application for Outlook - YouTube
- Microsoft 365 administrator guide on how to install Viva Sales public preview
- Public preview seller experience guide
- Viva Sales FAQ
