Viva Sales for Microsoft Outlook
by Microsoft Corporation
Microsoft Viva Sales automates data entry and brings AI to sellers.
What if you could update your CRM while staying productive using the power of Microsoft 365 applications?
Microsoft Viva Sales is a seller experience application that enables sellers to use Microsoft 365 and Microsoft Teams to automatically capture customer engagement data. As sellers are working in their productivity applications, they can get insights on customers and enrich a customer record with all the relevant customer activity data that can easily be shared with team members in the flow of work without going into the CRM. Viva Sales brings everything sellers need to engage with customers right inside the solutions they use every day while eliminating manual data entry and keeping CRM systems such as Dynamics 365 Sales and Salesforce® CRM up to date with automatic write back of key customer information.
Viva Sales helps fulfil the seller wish list and automates CRM updates, tracks customer sentiment, and even generates AI driven call summaries. Say goodbye to manual meeting notes! Help your sellers do what they do best and build deeper customer relationships and close deals. Enable sellers to sell their way!
Viva Sales checks for potential customers while writing an email or setting up a meeting with external contacts. If found, Viva Sales will advise sellers with actionable insights about their customers.
A Microsoft 365 Global Administrator is required to install and set up Viva Sales.
Viva Sales may be subject to an additional free or paid license. For more details, please access the Viva Sales website or contact your Microsoft representative.
- Can send data over the Internet
- This add-in can access personal information on the active message, such as sender names, recipient names, email addresses, message body, and attachment information. The add-in may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
- The user composes a new mail.
- The user creates a new event.
- The user adds or removes recipients from an email.
- The user adds or removes attendees from an event.
- The user dismisses a notification while composing an email or creating an event.
- The user sends an event invite.