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Microsoft Announces A New CRM Companion

Viva Sales, a sales experience tool that looks at data and relationships across CRM, Office 365 apps and content, and Teams to assist sellers with advice and context, has been announced by Microsoft.

“Viva Sales is a companion of any CRM system,” said Emily He, CVP of Microsoft Business Applications, in a statement. The product “captures valuable customer engagement data, intelligently automates data collection, delivers real-time insights to customer interactions, and recommends next-best actions all the way to closing the deal. It also gives sales management a more holistic view of what’s happening in each account, so they can better manage and forecast their sales results,” she added.

Microsoft said it plans to launch Viva Sales in Q4 2022 and it will integrate with Dynamics 365 Sales as well as other CRMs.

The new module of Viva aims to address pain points like data entry, gathering customer engagement data stored in documents, and reducing administrative work.

“Viva Sales is a new modern way of selling,” wrote Judson Althoff, Microsoft EVP and chief commercial officer. “As a smart CRM companion, Viva Sales makes sellers’ lives easier while enriching their CRM. Think about all the customer and deal insights that are already in Outlook, Teams and Office applications like Word, Excel, and PowerPoint, but never make it into the CRM system. These insights are hard to capture because the seller is tasked with entering data manually.”

Viva was launched by Microsoft as an “employee experience” platform in early 2021 with the aim of providing a one-stop shop for communications, knowledge, learning, resources, and insights.

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