Sellers are critical to an organization’s bottom line. Yet, according to a survey we commissioned with Futurum, nearly 7 in 10 salespeople (68 percent) shared they would be more productive at work if they didn’t have to enter data into their CRM manually. And 81 percent said faulty data has led to an embarrassing mistake with a customer.1 Viva Sales enriches the user experience with AI-driven insights and actions to help sellers maximize their time with customers. With more than 270 million monthly active Teams users, Viva Sales acts as a bridge connecting the data and insights sellers need to sell effectively and close deals faster with the productivity and collaboration tools, they use every day. Viva Sales enables a seller to:

  • Eliminate manual data entry by interacting with CRM from Outlook and Teams, and syncing customer engagement data to Dynamics 365 and Salesforce CRM: Viva Sales eliminates the duplicative work of updating CRM systems by allowing sellers to update their CRM data from Teams and Outlook. Sellers can capture new contacts from emails and meetings right into their CRM and see key customer insights such as previous activities—including emails and meetings. Furthermore, sellers can save emails directly from Outlook into CRM so organizations maintain customer connection and relationship history.
Screenshot demonstrating how to update a CRM contact in Outlook using Viva Sales.
Figure 1: Update CRM contact from Outlook.
  • Easily collaborate with colleagues on customer records within Teams and Outlook: With Viva Sales CRM, sales records are first-class citizens in the digital experiences sellers use most. With contacts, opportunities, and accounts at their fingertips, sellers can move deals forward, make better decisions, and collaborate with others in Outlook and Teams. Sellers can track, search, share, and inline edit CRM entities across Outlook and Teams, leveraging Context IQ, using rich contextual cards, keeping sales teams in their flow of work, reducing unnecessary application and context switching, and boosting satisfaction.
A screenshot demonstrating a Microsoft Teams user sharing data in a chat using Viva Sales.
Figure 2: Share business data easily within Teams and Outlook.
  • Augment customer engagements with AI-powered insights: Professionalism with customers and follow-through are important attributes of any good seller. When communicating with customers on Teams, Sales Conversation Intelligence (SCI) can generate meeting summaries, track customer sentiment, and suggest action items for customer follow-ups post meeting. SCI eliminates the need to take notes during calls by recording, transcribing, and providing valuable insights. Sentiment analysis within SCI helps a seller to better track caller sentiment about a specific topic, helping to guide the conversation and plan the best approach for future conversations. 
A screenshot of Viva Sales in Microsoft Teams, allowing a user to see a recap and transcript of a completed meeting.
Figure 3: Sellers can view a meeting summary along with helpful insights that they can copy and share with their team.

Improve business results by improving team productivity and enabling strategic insights on deal wins and losses

Today, businesses cannot track and utilize insights from customer engagement data along with CRM data uniformly and consistently across sales teams. Therefore, they miss opportunities to learn and use insights from deal wins and losses for the next customer proposal. By tracking customer engagement data effortlessly and consistently in CRM systems, Viva Sales allows sales leaders to have a unified view of activities, deals, and revenues while removing the friction of sellers keeping their CRM systems up to date. These views can enable relevant insights for better sales engagement within and across customer accounts. With improved data tracking, businesses can also run timely and more accurate sales reports.

Switching Viva Sales on is an easy decision! Viva Sales respects company security and privacy policies in sharing customer contact information, including CRM access controls and user permissions. Viva Sales is free for Dynamics 365 Sales Enterprise and Premium customers, and otherwise available at $40 per user, per license at general availability on October 3, 2022. Viva Sales is available separately and not part of the Viva suite.