Microsoft Viva Sales – another new member

Hot on the heels of Viva Goals, Microsoft have introduced Viva Sales. This latest family member is a “new seller experience” that brings Microsoft 365 & Teams together with “any” CRM system to streamline processes for salespeople…it also adds a hint of AI into the mix.

Areas it helps with include:

  • AI organised data and tasks
  • Inbuilt sentiment analysis
  • Surfacing unstructured data from Office documents
  • Automated data capture
  • Reminders

and more, with Microsoft describing it as a sales coach that helps move deals along. It will also surface “business context” data within Outlook and Teams and allow salespeople to update their CRM from those platforms too.

Much of this is, as with many other products, about keeping people within Teams as much as possible – making it the “collaboration hub” for users across organisations.

A feature called Sales Conversation Intelligence (SCI) will help sellers byl:

  • Generating meeting summaries
  • Tracking customer sentiment
  • Suggesting action items

all to keep deals on track and moving along.

Licensing and pricing

Viva Sales is free for users already licensed with Dynamics 365 Enterprise and Premium – for everyone else it will be $40 per user per month. It hits General Availability on October 3rd, 2022 and is NOT part of the Viva Suite.

I like the sound of what Viva Sales can do and am keen to check it out further – as anything that makes sales and customer management easier is a good thing. No matter the CRM you use, it’s never as intuitive and easy to use as users would like…perhaps Viva Sales will go some way to alleviating that. Or perhaps it will just be one more thing to add to the mix?!

Further Reading

Microsoft Announcement

Microsoft Viva Sales page

More info on features and pricing

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