Data entry can be a real drag for salespeople. The time they spend on administrative tasks is time away from customer interactions. But that data is vital.
It’s important to capture customer orders, quotes, needs, and more. Lead and sales reporting help sales managers know where to direct their attention.
Analytics also help drive more efficient ways of closing the deal.
Microsoft has taken up the mantle of this challenge. It is about to launch a new digital experience for sales teams. Microsoft Viva Sales is part of the “Viva” line of applications. It is a “CRM helper” application, but not designed to replace your current CRM.
Microsoft Viva Basics
• Eliminate Forms
• Powerful Data Leveraging
• AI-Driven Help
• Interconnected Interface
Tag to Capture Sales Interactions
Salespeople can use the familiar tagging function to capture data from another M365 application for a prospect or customer.
Collaborate
Viva Sales makes it easier than ever to collaborate with your team.
Call Summaries & Integrated Data
Viva Sales brings all that customer engagement data together into a single view.
This allows the salesperson to see call summaries and capture call action items.
Download & Customize
Download lead and customer lists. Customize the application per the organization’s needs.
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.
Tech Experts is southeast Michigan's leading small business computer support company. A Microsoft Gold Certified Partner, Tech Experts is your one-stop IT service company, offering "No Problem Support" to more than 200 businesses and individuals throughout southeastern Michigan and northwestern Ohio. Located at 15347 South Dixie Highway, Monroe, MI, 48161, Tech Experts can be reached at (734) 457-5000.