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Writer's pictureMoke Jacobs

Everything You Need to Know About Microsoft Viva Sales

Updated: Nov 6, 2024


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Salespeople are often weighed down by the tedious task of data entry, restricting their ability to engage customers and spend valuable time in meaningful connections. Nevertheless, this important information contributes significantly towards success!

Knowing what your customers want is essential for successful sales, and lead tracking ensures key opportunities don’t slip through the cracks. Sales trend analysis empowers managers to identify potential pitfalls before they happen – giving teams the insights needed to close deals with precision and confidence.

With Microsoft Viva Sales, teams can benefit from an engaging and supportive digital experience. This is part of the larger “Viva” suite which seeks to enhance wellbeing, development and more – in both personal and professional life!

Viva apps provide a complete experience in the Microsoft 365 ecosystem, making work more efficient and enjoyable. Enjoy smart automation that does away with tedious tasks so you can focus on meaningful engagement!

Viva Sales, the new CRM helper application, is here to make life easier for you. Get ready to discover its amazing features and find out when it’s available! We’ve got answers to all your questions about this revolutionary app just waiting for you.

Microsoft Viva Sales is the ultimate tool for sales teams everywhere

Viva Sales gives sales teams a cutting-edge advantage with its powerful insights that are integrated into Office 365 and Microsoft Teams. The app allows sellers to focus more on what really matters – closing deals quickly and efficiently, without manual data entry consuming precious time.

Looking to ramp up sales?

Viva Sales will take your CRM to the next level! By connecting with other sales-related apps, it provides access to prospect data that can make a huge difference in your success. With this information at their fingertips, salespeople have all they need for an efficient and productive workflow.

Salespeople spend approximately 34% of their time on administrative tasks.

Viva Sales Basics

Some of the core advantages of Viva Sales are:

  1. Eliminate Forms: Data entry for sales professionals is greatly reduced. This frees them up for more customer relationship building.

  2. Powerful Data Leveraging: Viva Sales connects to several platforms. This includes non-Microsoft programs and CRMs. The integration allows salespeople to cross-reference data points and gain valuable insights.

  3. AI-Driven Help: Salespeople will get prompts that are AI-driven. These suggestions and reminders help them along in the sales process with a lead.

Our world today is an intricate network of interconnectivity

With Microsoft Viva Sales, salespeople have access to far-reaching insights that follow them wherever they go. Quickly view pertinent customer data while in Outlook Calendar or even using a non-Microsoft CRM system – enabling informed decision making anytime, anywhere!

Image courtesy of Microsoft

Unlock the full potential of your business with Viva Sales!

Tag to unlock the power of sales conversations and drive results!

Salespeople can harness the power of M365’s tagging function to effortlessly capture data on prospects or customers – allowing them to sort and store information in an organized manner. With just a few clicks, they will be able to instantly add leads or clients into their Viva Sales network with all vital contextual details accurately captured!


Quickly build stronger relationships with customers and prospects when you take advantage of easy tagging capabilities! With just the click of a button, Viva Sales name tags make it simpler than ever to streamline customer management by automatically gathering relevant data – no tedious manual tracking necessary.


Working together is the key to success! Working with your team on a sales prospect or customer just got easier and faster – thanks to Viva Sales! With the tagging feature, you can now populate lead info in an instant without having to waste time hunting down each individual piece of information. Take advantage today for streamlined success!


Image courtesy of Microsoft


Editing or opening lead/customer records is a breeze – no need to search for multiple apps. With just a few clicks, you can be right where you want and need to be!


Dive deep into your data with integrated call summaries, Failing to stay in the loop can lead to disastrous results. Whether it be a customer feeling unheard or a salesperson unknowingly offering poor advice, both sides may suffer if there’s an absence of understanding and communication between them.


When companies store data from multiple sources, communication can quickly become disjointed as information gets lost between different systems. Phone call messages and website chats could be in entirely separate locations, making it harder to have a complete conversation with customers.


With Viva Sales, salespeople no longer need to rely on their memories or jot down notes to keep track of customer engagement. Instead they can get a comprehensive overview in one place and take appropriate action items accordingly!

Get creative and customize your experience!


Viva Sales makes it easy for salespeople to manage their leads and customers. With its customizable Excel view, users can download contact lists tailored specifically to the organization’s needs. Streamline your workflow with reliable data management today!


Are you ready to take advantage of amazing sales? 


Microsoft is gearing up to launch Viva Sales in the near future! This new endeavour, expected sometime during late 2022, promises exciting possibilities and we’ll be keeping a close eye on its progress.


In the meantime, you can watch a video explaining the application on Microsoft’s site here.

Take Advantage of Microsoft Viva Automation

Microsoft built the Viva suite of digital experience apps for productivity. These apps help employees find information faster, feel more connected, and work more productively.

Now is the perfect time to explore those that have already launched and get ready for Viva Sales. Contact us today! for a free consultation to improve your team’s digital experience.

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