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.

Viva Sales allows administrators and users to access content and share data outside of Microsoft 365, including with third-party customer relationship management (CRM) services. Such data sharing is subject to Microsoft and applicable third-party CRM terms and conditions. Data sharing is not enabled until administrators and users in your organization consent to connect their Microsoft work or school account with their CRM account.

Viva Sales for Microsoft Outlook

Автор: Microsoft Corporation