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Microsoft Viva Sales is a new application that saves sellers time and frustration by automating manual CRM entries and providing relevant customer information from CRM systems inside Microsoft Outloo...
EmilyPerina
Updated Oct 31, 2022
Viva
Viva Sales
David_Swenson's avatar
David_Swenson
Iron Contributor
Oct 13, 2022
Looking forward to this! Viva Sales has become the quickest adopted product by our Team. The meeting recap features are outstanding. I am hoping there will be a Viva Sales Standalone app released for Teams which enables users to manage and browse their Viva Sales histories. Also, I am looking for a way to automatically include Viva Sales on all our meetings without the end-user having to remember to add it to each meeting.
  • Cory_Newton-Smith's avatar
    Cory_Newton-Smith
    Icon for Microsoft rankMicrosoft
    Oct 31, 2022

    Hi David, Thanks for your enthusiasm about Viva Sales. Let me provide a bit of color regarding your questions:

     

    1. Will there be a standalone Viva Sales app released for Teams which enables users to manage and browse their Viva Sales histories? We are in the process of actively designing a Teams app that will help to aggregate some of the data that Viva Sales brings to sellers in their flow of work. Thanks for your feedback around the scenario to browse and view Viva Sales Teams Meeting summaries, we will ensure this is part of our backlog.

     

    2. Viva Sales is being added automatically to all of your meetings with customers (assuming scheduled from Outlook as described here: https://support.microsoft.com/en-us/topic/use-viva-sales-in-teams-04286b82-bdf8-4e37-94ce-be1943b2d6ea#bkmk_createteamsmeeting ). For other meetings, currently you can just add the app manually prior/during the meeting.

    Is your ask for an admin or personal setting perhaps that adds Viva Sales by default to meetings with External customers matching to your CRM? Would love to have more details about how the 'automation' would work for your usecase. Thanks!