In recent years, Microsoft has transformed the world of (among other things) office software and video conferencing and is now focusing on the world of sales.
The computing giant has unveiled Microsoft Viva Sales as it aims to give businesses of all sizes an AI-powered boost when it comes to modernizing CRM.
The latest addition to its Viva suite of workplace tools works with any CRM platform, including Salesforce, Zoho, and Freshworks, meaning there’s no need to learn new systems or pay for new subscriptions.
Microsoft Viva Sales
Viva Sales plugs directly into the Microsoft 365 suite to sync with tools such as Excel, Outlook or even Microsoft Teams, drawing data directly and avoiding large periods of “busy work” caused by manual data entry.
Users can tag customers within Microsoft 365 tools, where Viva Sales automatically captures it as a customer record specific to one person, and creates a new profile with all the relevant data about that customer. These can then be shared with colleagues to quickly pass on tips or leads without a lengthy research process.
When processed, Viva Sales can use this data to provide recommendations and reminders to users thanks to its built-in ContextIQ AI models, which provide real-time insight that Microsoft says can make all the difference when it comes to closing a deal.
“When we came out of the pandemic, there were some really significant changes in the job market and really, in the minds and hearts of the people who are in it, how they expect to get their job done – and that’s where Viva herself was born, Jared Spataro, CVP, Modern Work, Microsoft, told Slice Mag Pro†
“Viva has a number of different modules associated with it that are intended for all employees in an organization,” he noted. “Viva Sales is a whole new take on that – it’s still the employee experience, but we recognize that while there are many things that apply to all employees, everyone has a job within an organization and that job is specific, with input, output, and performance, expectations and outlook.”
Spataro added that Viva Sales is the start of a new approach for Microsoft as it is the first app to bring the idea of an employee experience right into the role itself.
“It essentially works as a bridge between registration systems and communication systems — and it’s meant to help salespeople get their jobs done,” he adds. “It allows us to really connect the dots between people working, sometimes on the same thing, and then we’re able to put that together into Microsoft chart data along with the registry system, and you have a very rich dataset to talk about.” to reason.”
“This is just the beginning for us,” he concluded, “There’s a lot that we think will be possible, because we’re essentially combining communications and AI and putting that on top of your system — and we think that’s just a brand new scope really in the industry.”