Viva Sales for Microsoft Teams
作者 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 actionable insights about their 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!
This application requires additional setup in Viva Sales for Microsoft Outlook as a prerequisite. By using this app, you allow it to read online meeting artifacts on behalf of the signed-in user.
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.
- 可通过 Internet 发送数据
- 此外接程序可以访问活动邮件中的个人信息，如电话号码、邮寄地址或 URL。此外接程序可能会将此数据发送给第三方服务。将无法读取或修改邮箱中的其他项目。