Business

Everything You Need to Know About Microsoft Viva Sales

Zachary Kitchen

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. These include things like Viva Insights for improved staff wellbeing. As well as Viva Learning for staff development.

The Viva apps natively integrate with MS Teams and the Microsoft 365 ecosystem. They include automation designed to eliminate boring tasks and enable more work engagement.

Viva Sales is a “CRM helper” application. We’ll go through some of the most asked questions about the app, its features, and when you can get it.

What Is Microsoft Viva Sales?

Viva Sales is an application that will provide sales and lead insights. These insights populate throughout Office 365 and Microsoft Teams. The focus of the app is to cut unnecessary manual entry to give sellers more time to sell.

How Does Viva Sales Work? Is It a CRM?

Viva Sales is NOT going to replace your normal CRM platform. Instead, it connects to your CRM and other sales-related apps. It leverages the data from these connections. This makes it easier for salespeople to get the prospect data they need to enable their work.

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

Viva Sales Basics

Some of the core advantages of Viva Sales are:

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

Interconnected Interface

Microsoft Viva Sales provides sales-specific insights throughout the various M365 applications. Salespeople natively see important customer details, wherever they are. Including in their Outlook Calendar or when in their Microsoft or non-Microsoft CRM.

Microsoft Viva Sales
Image courtesy of Microsoft

Viva Sales Features

Tag to Capture Sales Interactions

Tagging is also known as using someone’s “@name” to get their attention. Tagging is a popular software integration used throughout many cloud-based apps. It’s also used within Microsoft 365.

Salespeople can use the familiar tagging function. They can use it to capture data from another M365 application for a prospect or customer. This includes adding someone to a list of customers by using a tag for their Viva Sales name. The system will capture the contextual information on the lead or customer.

Collaborate

Viva Sales makes it easier than ever to collaborate with your team on a sales prospect or customer. You don’t have to chase down information to copy/paste into a message. Use that tagging function to populate lead information from Viva Sales in seconds.

Viva Sales Feature - Collaborate
Image courtesy of Microsoft

You can also easily edit or open a lead/customer record. No need to look for and open another app. The process gets you where you need to go in as few clicks as possible.

Call Summaries & Integrated Data

One thing that customers and salespeople hate is a lack of understanding. For example, when a salesperson doesn’t know about a recent customer interaction.

This can happen when company communication systems store data from different sources separately. Such as phone call messages being in one place and a customer’s website chat session being in another.

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

Salespeople that prefer an Excel view of their contact list can get this from Viva Sales. Download lead and customer lists. Customize the application per the organization’s needs.

When Will Viva Sales Be Available?

Microsoft has announced that Viva Sales will be “coming in Q4 2022.” There is no exact date for the launch yet, but you can be sure that we will keep an eye on this!

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.


Featured Image Credit

This Article has been Republished with Permission from The Technology Press.

Zachary Kitchen

Get Your Free Cybersecurity Guide

Protect your business with expert tips. Fill out the form to download our comprehensive guide and enhance your cybersecurity.

This field is for validation purposes and should be left unchanged.

By downloading you’re confirming that you agree with our Terms and Conditions.

What business owners are saying about us...

Read testimonials from satisfied clients who trust Digital Crisis for their IT needs. Discover how we’ve helped businesses like yours.

Quote icon

When Our Server Crashed, I Expected Downtime For Days, They Had Us Back in Hours

As a small law firm, we needed reliable IT support that wouldn’t break the budget—but still delivered at the highest level. Digital Crisis gave us exactly that.
 
They helped us modernize our systems, move to the cloud, and streamline how we work. Now our team can securely access everything we need from anywhere—and we’ve never been more efficient.
 
When our server went down unexpectedly, they had us fully operational again within three hours. No panic. No delays. Just fast, professional support when we needed it most.
 
With Digital Crisis, we feel like we have a world-class IT department—without the overhead.
Scott Davenport
Managing Attorney, Davenport Law Firm
Quote icon

We Knew Something Had to Change

As a managing partner of our firm, I needed a technology partner who understood urgency—and our old IT company just didn’t get it. Every time we had an issue, we were forced to submit a ticket just to speak with someone. No one ever answered the phone. Everything felt like a battle, and we were stuck in a long-term contract with no flexibility.

 

When I called Digital Crisis, they picked up immediately. No ticket. No runaround. Just answers. Within minutes, they had already started helping us.

 

Looking back, I wish we had made the switch sooner. I didn’t need to be a tech expert—I just needed to make one good decision for my team. Now our systems are secure, we actually get support when we need it, and I don’t have to worry about IT holding us back.

 

If you’re tired of being ignored by your IT guy, do what I did. Take back control. Call Digital Crisis.

Rudy Culp
Managing Partner, Horrigan & Goehrs, LLP
Quote icon

I Couldn’t Afford IT Headaches When Starting My Firm

As the Managing Partner of a newly established law firm, I can confidently say that the seamlessness of our start-up is due in large part to the exceptional IT support provided by Zach and the team at Digital Crisis. From day one, they have been more than just a service provider—they've been true partners in our success.

Zach and his team have an incredible ability to anticipate our needs before we even voice them. Their proactive approach, deep expertise, and commitment to keeping our systems secure and efficient have given us the confidence to focus fully on building our practice.

Having reliable IT support is critical in the legal field, where security and uptime are non-negotiable. Thanks to Digital Crisis, we’ve had both—plus the peace of mind that comes from knowing we’re in capable hands. We couldn’t ask for a better tech partner.

Stacy Kelly
Mangaing Partner, Texas Probate Attorney, PLLC
Quote icon

They’re a Valuable Member of Our Team

Zach is great at explaining to us about our IT in plain-speak, rather than “geek-speak.” I genuinely feel like hiring Digital Crisis was the best decision I’ve made for my firm. If you want an IT expert who charges reasonable rates and is not just an IT guy, but a valuable member of your team, call Zach.
Keith Morris
Founder, Surplus Attorneys
Quote icon

My Firm Runs Like a Well-Oiled Machine

I’ve worked with Zach for over 15 years. Digital Crisis takes their time to understand my practice and doesn’t try to shove a cookie-cutter system down our throat. When Digital Crisis first came in, they took the time to understand our firm and helped streamline and modernize our processes.
Kelly Forester
Senior Partner, Matthews Forester Law Firm
Quote icon

My Firm’s Efficiency DOUBLED Overnight

I thought my firm was doing just fine with my previous IT setup- boy, was I wrong! Digital Crisis came in Updated Equipment and Technology. I wish I had used them ten years earlier when I first met Zach. You will be sold immediately by their knowledge, patience, and willingness to help.
Craig Ribbeck
Senior Partner, Ribbeck Law Firm
Quote icon

Digital Crisis Saves Us Thousands Every Year

We used to enter data quarterly that would easily take an average of two weeks each quarter to enter. Then, when Digital Crisis came in, they fully automated our process, taking minutes instead of weeks to process the same data, not only faster but more accurately, removing room for human error. The new system gets things done faster and saves us thousands every year in labor alone!
Sandy Hickey
Executive Assistant, PAS Online
Quote icon

We Make Money FASTER Because of Digital Crisis

In 2010, my business had an old DOS-based server from 1995 that ran our proprietary software, which crashed. If it weren’t for Zach, we’d have to start completely over! Not only was Digital Crisis able to restore all our data, but they were also able to migrate us to a modern system which allowed us to get paid faster and work remotely.
Sandra Van der Vorm
Owner, Vansteen Marine Supply
Quote icon

They Rescued My Practice

On a Friday, my practice had to be moved immediately without any notice. Digital Crisis not only managed to come out and get our IT up and running, but they had our phones and internet up and running by Monday morning, and we didn’t lose a single day of business!  I can’t recommend Zach and his team enough.
Marietta Cline, MD
Owner, Cline Pediatrics
Quote icon

I Never Lost a Day of Work During the Pandemic

Zach truly understands my firm’s needs and always provides valuable tips and tools to make my firm run more efficiently. For example, when the COVID pandemic hit in 2020, I didn’t lose a single day of work since Digital Crisis had me set up on their cloud system, and I could remote in from anywhere.
Pamela Stewart
Owner, Law Office of Pamela Stewart

Protect Your Network Against Cyber Threats

Contact Digital Crisis for a network security consultation and ensure your business is safeguarded against cyber threats.

This field is for validation purposes and should be left unchanged.