Everything You Need to Know About Microsoft Viva Sales

Everything You Need to Know About Microsoft Viva Sales

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.

E-waste: Bring out your dead (phones)

E-waste: Bring out your dead (phones)

Today, we’re observing World Environment Day with a quiz question:  

What makes your mobile phone work?   

Pixel dust, tiny hamsters on wheels, microscopic pulleys and levers? 

Those would all be more environmentally friendly than the heavy metals that live in your phone (though we can’t say for sure about the pixel dust).   

That’s right:  Your phone depends on heavy metals like cadmium and lead to function.  And when the phone has served its purpose and decides it’s time for its soul to go to e-heaven, those heavy metals could contaminate the environment if that phone is unceremoniously tossed in the trash.   

It’s not just phones that cause heavy metal pollution when disposed of improperly — computer components, monitors, printers, tablets, smart devices (like watches), and their batteries  all contain substances that, when they come into contact with soil and water, create dangerous environmental conditions.  It’s called “e-waste,” and it is responsible for over two-thirds of the heavy metals that are found in landfills. 

That may sound vaguely ominous — but the public health impact is very real. Heavy metals in landfills leach into groundwater and are associated with high rates of cancer and birth defects.  Makes you wish that pixel dust were really a thing, doesn’t it? 

So, these devices (like phones, watches, monitors and old TVs) are easy to bury in a dumpster, but we beg you: Please don’t be tempted to just pitch old electronics.   

The better idea is to recycle.  Recycling is easier than ever, with dozen of locations throughout Chicagoland to drop off your recyclable materials.   

E-waste Centers

Learn more about what you can recycle and why here: 
https://www.call2recycle.org/what-can-i-recycle/ 

And find a drop-off location by putting your zip code in here: 
https://www.call2recycle.org/locator/ 

Here’s the DuPage County Online Recycling Guide: 
https://www.dupageco.org/OnlineRecyclingGuide/ 

And information for Cook County recycling is here: 
http://www.forerunnerrecycling.com/cook-county-il.html 

If you’re holding on to old electronics because you’re concerned about your data getting into the wrong hands, you can read here about data removal from old electronics: 
https://earth911.com/eco-tech/remove-data-from-electronics/ 

And finally, World Environment Day is a real observance — we didn’t just make it up.  You can read about that here: 
http://worldenvironmentday.global/ 


We leave you with a closing thought:  Why not celebrate World Environment Day by actually enjoying the environment?  Put the phone down and get outside.  Take your kids to the park.  Go for a walk.  Enjoy the sunshine.  Your phone and laptop won’t mind at all. 

Your microwave isn’t spying on you but your printer could be

Your microwave isn’t spying on you but your printer could be

So this week, Kelly Anne Conway, Counselor to the President of the United States made a comment about a microwave being able to spy on you.

Not many homes I know have the microwave hooked up to the Internet so the entire idea of it happening is a bit ridiculous.

However, did you know that your printer could be an open gateway to your network?

Printers are safe, right?

Most people don’t even think twice about a printer.

  • Network printer, perfect! Everyone can print.
  • Wireless printer? Even better!
  • Over the air printing from my phone or tablet? Wonderful.

All of these options leave your network and data vulnerable to hackers. Known cases include hacking in to the printer from handheld devices watching all of the data from your print queue. They don’t even need to be in the same building as your printer.

Sensitive documents? No more.
Paper copy is the only copy? Nope.

Concerned? We are and we think you should be too and get ahead of the game. We are working with National Resource and Management to help secure and your devices beyond your firewall and computers.

Keeping your data safe

How should you keep your printer and network safe? It is similar to computer safety and maintenance:

  • Verify the security of your firewall and router. Updates are a must.
  • Secure the wireless connectivity to each device.
  • Install malware and virus protection on all devices. Yes, even printers need malware protection.
  • Create difficult to hack passwords on all network accessible devices instead of using the default passwords.
  • Confirm the version and security of your firmware on all devices. Printers have hard drives and computers inside, so they need updating too.

Secure your computing environment NOW.

If this seems like too much to handle, SMB Advantage Group and National Resource and Management have teamed up to offer a full inspection of your network and printing devices. Once the assessment is complete, you will know how secure your network is and if necessary, what steps need to be taken to keep them secure. Peace of mind for a locked down and usable environment. You will sleep better at night, we promise.

Fill out the form below to make your appointment or give us a call at 630-516-1207.

[ninja_form id=3]

 

Dropbox: Take Yours to the Next Level

Dropbox: Take Yours to the Next Level

Dropbox is adding new creation, sharing and productivity features.

  • Preview a file to see Excel, Photoshop, and PowerPoint files—even if you don’t have those programs.
  • Use document scanning to turn that napkin sketch or whiteboard brainstorm into an easy-to-find, easy-to-share digital file.
  • The plus button lets you create new Microsoft Office files, upload photos, and scan documents straight from the Dropbox app on your iPhone.
  • Comment anywhere on an image or document.
  • Gather comments on a file and eliminate those never-ending email threads.
  • Microsoft co-authoring allows you to collaborate on Microsoft Office files online in real time, eliminating back-and-forth emails.
  • File requests make it easy for others to share work with you. Collect files in a single folder from anyone, without granting them access to its contents.
  • With the Dropbox badge, see who else is working in Microsoft Word, PowerPoint, or Excel files to avoid losing or duplicating work.
  • Send files and folders easily by sharing from the desktop.
  • And much more!

Check out this great video to learn more.