Viva Sales

While Viva Sales is no longer the official name, it’s important to understand its features as it recently transitioned into Microsoft Sales Copilot. This AI-powered tool aims to enhance the selling experience by integrating seamlessly with existing workflows within Microsoft products.

Here’s a breakdown of what Viva Sales, now known as Sales Copilot, offered:

Bridging the Gap Between Systems:

• Centralized Hub: Salespeople often juggle multiple platforms like CRM (Customer Relationship Management) systems, Microsoft 365, and Microsoft Teams. Sales Copilot acts as a central hub, consolidating information from these tools into a single, accessible interface. This eliminates the need to constantly switch between applications, saving time and effort.
• CRM Integration: Sales Copilot integrates with various CRM systems, including Microsoft Dynamics 365 Sales. This allows sellers to view customer data, track interactions, and manage opportunities directly within their familiar Microsoft environment.

AI-powered Assistance:

• Automated Data Capture: Sales Copilot uses AI to automatically capture data from emails, meetings, and other interactions within Microsoft 365 and Teams. This eliminates the need for manual data entry, reducing errors and ensuring the CRM system stays up-to-date.
• Insights and Recommendations: By analyzing the captured data, Sales Copilot offers valuable insights and recommendations to sellers. This could include suggesting relevant content to share with customers, identifying potential next steps, or flagging potential issues.
• Conversation Intelligence: In the case of Microsoft Dynamics 365 Sales Premium, Sales Copilot provides additional features like analyzing Teams meeting transcripts. It can offer a sentiment analysis of the conversation, identify key points, and recommend actions based on the discussion.

Improved Collaboration and Workflow:

• Seamless Teamwork: Sales Copilot facilitates collaboration by enabling sellers to easily share customer information and insights within Teams. This fosters teamwork and ensures everyone involved in the sales process is on the same page.
• Dedicated Collaboration Spaces: Sales Copilot can also help create dedicated Teams spaces tailored to specific deals or customers. This provides a central location for all communication and collaboration related to that particular project.

Overall, Sales Copilot (formerly Viva Sales) aimed to empower salespeople by:

• Reducing administrative tasks: Automating data capture and streamlining CRM workflows frees up time for sellers to focus on building relationships and closing deals.
• Providing actionable insights: AI-powered recommendations and analysis equip sellers with valuable information to make informed decisions and navigate the sales process effectively.
• Enhancing collaboration: Streamlined collaboration tools within Teams enable sellers to work together seamlessly, fostering teamwork and improving overall sales efficiency.

It’s important to note that while the Viva Sales branding is retired, the core functionality remains under the Microsoft Sales Copilot name. If you’re interested in exploring AI tools for sales, Sales Copilot is definitely worth considering, especially if your organization already utilizes Microsoft products like Dynamics 365 and Teams.