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