Microsoft
Microsoft Dynamics 365 - Sales - Microsoft Viva Sales
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Microsoft VivaSales. Viva Sales is a salesperson experience application that automatically captures data from Office 365 and Microsoft Teams into any CRM tool, eliminating the need for manual data entry to help you focus on selling. Make the most of your time: Ditch the forms - Viva Sales helps you with everyday tasks like collecting and entering data, so you can focus more on building relationships. Associate the Data - Increase productivity with actionable insights. A clear view of customer statuses helps you get the most out of your conversations. Close the Deal - Keep pace with AI-powered follow-up suggestions and reminders designed to close deals. Streamline your CRM. Boost productivity with a customer relationship management (CRM) application that helps you do what you love – interact with customers. Manage your CRM customer list - Add customers to your CRM tool in the workflow and manage your relationships easier than ever before; Stay in the workflow - Create and edit customer CRM data in your frequently used apps like Teams and Outlook. Get a Holistic View - Get rich data from your productivity tools for a more robust customer profile. Connect to your CRM tool - Take the hectic out of work by automatically connecting your CRM tool to the Office suite. Works with whichever CRM tool you prefer - Always stay on top of things whether your organization operates in Salesforce or Dynamics 365 Sales. Update your CRM tool in Office apps and Teams - Your CRM tool always stays up to date, even as you make changes to your contacts and workflow interactions. CRM Entries Snapshot Views - Eliminate the need to change views. View relevant sales data from your CRM tool in the Viva Sales customer sidebar. Collaborate across your organization - Use @mentions to send customer details to your colleagues in Teams. Share customer data across multiple apps - Easily import relevant customer information from Outlook Viva Sales into Teams. Boost Sales - Easily share a customer card to ensure your team has the latest details. Get context from shared knowledge - Share knowledge with teammates and easily update CRM customer information in Teams. Reinforce relationships with AI - Gain deeper understanding with conversation insights, call summaries, and call action items. Review meeting results - Use AI to monitor positive or negative feelings about the conversation. Effectively follow up with AI-powered recommendations - Stop taking notes and get a full transcript of your client's meeting, as well as follow-up actions. Customize Your Calls - Use filters, in-call data and suggestions to create a client plan that fits your style. A seller experience app that lets you use Office 365 and Microsoft Teams to automatically capture data in any CRM system. Eliminates the need for manual data entry and gives salespeople more time to focus on selling: Conversational intelligence; Salesforce CRM integration; Dynamics 365 Sales integration; Identify customers in emails; Information about Teams meetings; Share and collaborate on business data.
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