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.


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.