The Complete Guide to Microsoft Viva Sales for Dynamics 365

How Viva Sales helps you save time and money

Every great salesperson knows connecting with their customers is the key to their success. In fact, Jeffrey Gitomer said, “Great salespeople are relationship builders who provide value and help their customers win.” But finding the time and resources to build meaningful relationships with customers and prospects can be challenging.

This is where the Microsoft Viva Sales application comes in and takes your CRM to the next level so you can focus on relationship-building and selling.

What is Viva Sales?

The AI-driven seller experience application allows you to use Office 365 and Microsoft Teams to automatically capture data into your CRM system, increasing productivity, saving time, and boosting sales. The solution helps you to make the most of your time and focus on value-added activities like prospecting, closing deals, and servicing customers.

Microsoft’s Executive Vice President and Chief Commercial Officer, Judson Althoff, said the following when he introduced the application, “Viva Sales is a new modern way of selling… that brings together any CRM, Microsoft 365, and Teams to provide a more streamlined and AI-powered selling experience.

“We are reimaging sales, empowering salespeople with AI-driven insights and data automation right in the flow of work – in the productivity and collaboration tools millions are already using every day,” he added.

How does it work?

Viva Sales uses the power of AI to “supercharge your CRM”. Every time you interact with a customer on your Office 365 or Microsoft Teams applications, Viva automatically captures that interaction and updates the customer profile. This automatic data capturing provides detailed insights on each customer interaction, ensuring you give your customers the connection they crave.

The application also enables you to have all the important customer information you need on hand in Outlook and Teams, collaborate with your team members on a sale, customize your customer list, and improve your sales techniques with data-driven insights.

You can watch a quick summary of how it works here. Or see Viva Sales in action here.

Tag to capture: Add customers to your list and manage relationships more easily.

Leverage power of integrated system:

Collaborate across the organization:

Use Microsoft Teams to send customer information to your coworkers:

Gain a deeper understanding with conversational intelligence accessible within Microsoft Teams:

Download your customers and let Viva Sales keep it up to date:

Why should you use Microsoft Viva Sales for your business?

Besides the benefits mentioned above, consider these key features and benefits of Viva Sales if you are still unsure if it is the right solution for your organization. Viva Sales helps you:

  • Focus on selling – Thanks to automated data collection and entry into your CRM, you and your team can focus on relationship building with your customers and selling rather than filling in forms.
  • Save time and money – By automating data entry from your daily office applications, Microsoft Viva Sales for Dynamics 365 frees up time by capturing the necessary information through AI.
  • Make more insightful decisions – With Viva Sales, you get data-driven insights to ensure each customer interaction is as effective as possible and drives sales.
  • Use the power of AI to close the sale – Thanks to smart follow-up suggestions and reminders, you can keep the sales ball rolling and close deal after deal.

Viva Sales boosts your CRM so you can spend less time collecting and capturing data and focus on connecting with your customers and prospects. Contact Meritus Business Solutions today to learn how using Microsoft Viva Sales in Dynamics 365 can help your business grow.