Viva encourages employees to be their best selves
Data entry can be a real drag for salespeople. The time they spend on administrative tasks is time away from customer interactions. But that data is vital.
It’s important to capture customer orders, quotes, needs, and more. Lead and sales reporting help sales managers know where to direct their attention. Analytics also help drive more efficient ways of closing the deal.
Microsoft has taken up the mantle of this challenge. It is about to launch a new digital experience for sales teams. Microsoft Viva Sales is part of the “Viva” line of applications. It is a “CRM helper” application, but not designed to replace your current CRM.
Microsoft Viva sales basics
• Eliminate Forms
• Powerful Data Leveraging
• AI-Driven Help
• Interconnected Interface
Tag to capture sales interactions
Sales people can use the familiar tagging function to capture data from another M365 application for a prospect or customer.
Collaborate
Viva Sales makes it easier than ever to collaborate with your team.
Call summaries & integrated data
Viva Sales brings all that customer engagement data together into a single view.
This allows the salesperson to see call summaries and capture call action items.
Download & customize
Download lead and customer lists. Customize the application per the organization’s needs.
Take advantage of Microsoft Viva Automation
Microsoft built the Viva suite of digital experience apps for productivity. These apps help employees find information faster, feel more connected, and work more productively.
For more information on how we can help retain employee engagement through the use of applications, please give us a call today!
