Microsoft recently launched the Viva Sales app that they hope will redefine the vendor experience while improving productivity.
Microsoft says Viva Sales will redefine the vendor experience
Viva Sales is based on Microsoft Viva which was launched last year and integrates with any vendor’s CRM to automate data entry and provide AI-based intelligence to vendors using Microsoft 365 and Microsoft Teams. Viva Sales will improve a CRM system with customer interaction data, leveraging AI to generate personalized recommendations and knowledge, and will ultimately help marketers connect more seamlessly with their customers.
Elimination of manual data entry
Small business owners can use Viva Sales to capture information from Microsoft 365 and Microsoft Teams without having to enter data manually. They will then receive AI-based recommendations and reminders without having to interrupt their workflow.
Viva Sales will also display the information in the right context and within the tools that marketers already use, saving time and providing vendors with a more complete view of their customers.
Empowering marketers to “get the job done”
Microsoft Executive Vice President and Sales Director Judson Althoff said: “The future of sales is not a new system. It is bringing the information that marketers need at the right time, with the right context, to the tools they know. , so that their work experience can be streamlined. Our goal has been to train salespeople to spend more time with their customers, and we have achieved this by reimagining the sales experience with Viva Sales. “
Paul Greenberg is the founder and managing director of Group 56, adding: “Marketers rely on digital collaboration and productivity tools to connect with customers and close deals, but many of the ideas they discover with these tools don’t CRM. Microsoft is taking on this challenge by offering a solution that complements CRM. Viva Sales automates busy work, captures critical customer information and helps salespeople get the job done. “
Viva Sales: The first Viva “role-based” app.
Microsoft has designed Viva Sales to be a fully integrated vendor experience platform that brings together communications, knowledge, learning, goals, and insights. It is the first role-based Viva app designed specifically for vendors and has a number of features and benefits.
There are tools for marketers to do their job while benefiting from the knowledge that sales leadership needs. Even while working, vendors can tag customers in Outlook, Teams, or Office applications like Excel, and Viva Sales will automatically capture it as a customer record. It will then layer the record with all the relevant data about the client. The data can then be shared with team members while collaborating with Office and Teams without having to re-enter the information.
Viva Sales will also recommend the following steps to advance a customer through the sales funnel using data and AI. It will help salespeople prioritize their work and identify the next necessary steps, as well as allow them access to complete history and customer interaction materials.
These real-time customer statistics will give sellers quick and easy access to a much deeper understanding of where each customer is on their shopping trip.
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