Microsoft Viva Sales (Sales Copilot): Leverage Your Sales Team's Potential

Oct 27, 2023 Aiswarya Madhu

Microsoft Viva Sales, now known as Microsoft Copilot, is a solution introduced by Microsoft to empower sales professionals. It seamlessly integrates with Microsoft 365 and Dynamics 365, streamlining sales tasks and automating data entry. By harnessing generative AI capabilities, it enhances customer interactions and provides valuable insights. Microsoft Copilot comprises modules like Viva Insights, Viva Goals, Viva Learning, Viva Topics, and Viva Connections to aid sellers in goal setting, learning, knowledge enrichment, and company communication. This comprehensive tool is designed to boost sales efficiency and nurture meaningful customer relationships, liberating sales teams from mundane administrative tasks and allowing them to focus on what they do best selling.

Why Does Your Business Need Microsoft Dynamics Viva Sales?

Here's a comprehensive checklist to help you determine why Dynamics Viva Sales could be the transformative solution your business needs:

Sales Team Productivity:
  • Are your sales professionals spending a significant amount of time on administrative tasks instead of engaging with potential clients?
  • Is there a noticeable decrease in productivity due to repetitive and mundane activities?
  • Are your sales teams struggling to manage customer data efficiently, leading to inefficiencies in their workflow?
Customer Engagement Challenges:
  • Are you facing challenges in understanding customer behavior and preferences?
  • Is there a lack of personalized engagement with your leads and existing clients?
  • Do you find it difficult to respond promptly to customer queries and interactions across various online platforms?
Data Accuracy and Accessibility:
  • Is your team encountering issues related to the accuracy and accessibility of customer data?
  • Do you find it challenging to maintain a consistent customer database that is accessible to all team members?
  • Are there concerns about data security and compliance within your current sales tools?
Collaboration and Communication:
  • Is there a lack of seamless collaboration among your sales professionals, leading to disjointed customer experiences?
  • Do team members struggle to access real-time customer information, hindering their ability to collaborate effectively?
  • Are there challenges in maintaining a unified communication channel for your sales team?
Adaptability to Modern Tools:
  • Is your sales team looking for a solution that integrates smoothly with familiar Microsoft products?
  • Are you in need of an AI-powered tool to extract valuable insights from customer interactions?
  • Do you require a solution that can adapt to the changing landscape of digital sales and customer engagement?
Budget and ROI:
  • Have you assessed your budget and identified the need for a cost-effective sales solution that offers significant ROI?
  • Are you looking for a solution that not only addresses current challenges but also provides long-term value and scalability for your business?

Catch up on the latest Microsoft Dynamics 365 updates and upgrades, including the introduction of Microsoft Sales Copilot and powerful AI-driven features.

Key Capabilities of Microsoft Viva Sales

Automate Email Responses with AI:

Dynamics Viva Sales seamlessly integrates with Microsoft 365, including Outlook, to assist sellers in managing email communications efficiently. When a potential buyer sends an email, Viva Sales offers AI-generated response options. Sellers can choose from these options to quickly respond to inquiries, provide tailored proposals, address concerns, or even pose their own questions. This automation of email responses saves valuable time and allows sellers to focus on building relationships with clients.

Collaborate with Customer Profiles:

Viva Sales generates comprehensive customer profiles that include essential contact information and relevant details. Sellers can enhance these profiles with additional information, such as customer priorities and product preferences. These profiles can be easily shared within Microsoft Teams, enabling effective collaboration among sales teams. Colleagues can collaborate more efficiently on leads, leveraging the collective knowledge of the team and aligning their efforts to provide personalized customer experiences.

Seamless CRM Integrations:

Dynamics Viva Sales integrates seamlessly with popular CRM tools like Salesforce and Microsoft Dynamics 365 Sales. This integration simplifies the creation of new contacts in the CRM system, pre-fills contact information to save time, and allows users to view account and opportunity details directly within Outlook. Contact and account information can be shared within Microsoft Teams, streamlining collaboration and updates. By using Viva Sales, your team can ensure data accuracy and save meeting details directly to the CRM.

Review and Analyze Call Summaries:

Dynamics Viva Sales offers AI-driven call summaries that automatically record and create comprehensive summaries of sales phone and video calls, including transcripts. These summaries allow sales professionals to review the most effective parts of their interactions with customers. Additionally, Viva Sales analyzes voice inflections, helping sellers understand customer sentiments during calls. A dashboard provides insights into who is closing deals effectively, empowering junior salespeople to learn from experienced colleagues and improve their selling strategies.

How to Install Viva Sales?

Access Microsoft 365 Admin Center:
  1. Go to Settings → Integrated Apps → Search for "Viva Sales."
  2. Click "Get it now" and deploy the app.
Configure Viva Sales in Outlook:
  1. Open Outlook, create a new mail.
  2. Click Add-in, search "Viva Sales for Outlook."
  3. Customize actions: Dynamic 365, Share to Teams, Viva Sales.
Sign Up with Dynamics 365 CRM:
  1. Select your Dynamics 365 CRM environment.
Configure Email Settings:
  1. Turn on Suggested replies.
AI-Generated Emails:
  1. In Teams, enable Suggested replies.
  2. While drafting an email in Outlook, describe it.
  3. Use keywords, click "Copy to email" for AI-generated content.

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Deciding on External Support for Viva Sales in Dynamics 365: Factors to Consider

While accessing Viva Sales within D365 and Microsoft products is straightforward, occasional complexities might necessitate guidance. The need for external support, such as a vendor or a consultant, for implementing Viva Sales for Dynamics 365 modules depends on several factors within your organization:

Complexity of Requirements: The complexity of your sales processes and specific requirements plays a crucial role. If your sales processes are straightforward and align with out-of-the-box Viva Sales features, you might need less external assistance. However, if you require extensive customizations or integrations, external experts can provide valuable guidance.

Time Constraints: Consider your organization's timeline for implementation. External teams often bring expertise and efficiency, speeding up the implementation process. If you have tight deadlines, external support can ensure a timely and smooth implementation.

Budget Considerations: Evaluate your budget for the project. Hiring an external vendor or consultant typically involves additional costs. Compare these costs against the potential benefits and time savings to make an informed decision.

Long-Term Support: Think about long-term support and maintenance. External vendors often provide ongoing support, ensuring your system remains updated and functional. If your in-house team lacks the resources for continuous support, external assistance might be necessary.

Vendor Expertise: If your organization has a preferred Microsoft partner or vendor with expertise in Dynamics 365 and Viva Sales, their familiarity with the products can be advantageous. They can leverage their experience to tailor the solution precisely to your needs.

Unlock the Power of Viva Sales for Smarter Selling. Elevate Your Sales Team's Efficiency Today!

Get Started with Viva Sales

At Nalashaa Digital, we understand the pivotal role integration plays in enhancing sales efficiency. Leveraging the robust capabilities of Microsoft 365 and Dynamics 365, we seamlessly integrate Viva Sales into your existing CRM systems, email platforms, and collaboration tools. Our expertise ensures a unified environment for your sales professionals, empowering them to focus on meaningful customer engagements while we handle the intricacies of integration.

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