As a salesperson, you spend much of your time on administrative tasks, such as entering data in your CRM system to keep it up to date. For sellers, time is money and relationships are key. The time you spend entering data into your CRM could be dedicated to other essential tasks, such as meeting with new customers and selling.
Microsoft Viva Sales is designed to help sellers work the way they want to without unnecessary context switching and manual data entry. It brings together the applications you work with daily—your CRM, Microsoft 365, and Microsoft Teams—to provide a more streamlined and AI-powered selling experience.
Viva Sales is a new, modern way of selling. As a smart CRM companion, Viva Sales makes sellers’ lives easier while enriching their CRM. Let’s say you have all your customer information and deal insights in Outlook and Teams chats. You need to capture everything manually in your CRM system—not an easy task. In the past, you had to rely on your memory, your email history, and your CRM to get context and keep deals moving forward.
Now with Viva Sales, externals contacts are connected to CRM contacts automatically. Data from your CRM populates in Viva Sales, placing customer information at your fingertips. When you meet with customers in a Teams call, you can record and transcribe the meeting to get a rich summary using conversation intelligence. The meeting summary helps you understand the overall sentiment of the call and track helpful conversation KPIs, such as your talk-to-listen ratio, to become an even better seller.
Viva Sales applies your organization’s existing CRM access controls and user permissions.
Note: Viva Sales is not available on Microsoft Dynamics 365 Customer Engagement (on-premises).
Viva Sales on mobile devices
Viva Sales is not supported on mobile devices.
To learn about using Viva Sales in Outlook and Teams, check out the following articles: