Vitalyst Insights

Actualizing AI & Automation Magic that is Viva Sales

Written by Kerry Cai | May 31, 2023 8:25:49 PM

Sales, the lifeblood of any business, has undergone significant transformations in recent years. The traditional approach to selling has evolved. Yet, for countless sales teams, it feels like a never-ending uphill battle. The constant state of mind-numbing administrative tasks, grappling with outdated technology and drowning in a sea of information overload. It is no wonder that salespeople find it challenging to focus on what truly matters: building relationships and sealing profitable deals.

According to CSO Insights, a staggering 34% of a sales professional’s time is consumed by non-selling activities, comprised of data entry, report generation, and customer information management. These time-consuming tasks rob sales teams of precious hours that could be spent on revenue-generating activities. To overcome these hurdles, organizations are increasingly embracing automation and AI to streamline processes, liberate sales teams from inefficiency, and propel them to unprecedented success.

Automation for Efficiency:

Enter Microsoft Viva Sales, an all-encompassing platform equipped with advanced automation tools tailored specifically for sales teams. Leveraging artificial intelligence and machine learning, Viva Sales automates tasks such as lead generation and qualification, proposal and contract creation and customization for potential sales, and data extraction for comprehensive performance reporting and analysis. Al tools help transform the sales process and redirect focus on revenue-generating activities.  

AI Recommendations for Smarter Selling:

Beyond automation, Microsoft Viva Sales provide sellers with intelligent recommendations. Whether it is suggesting the most promising leads, identifying cross-selling or upselling opportunities, or recommending the next best actions, this AI-powered feature helps sales teams make informed decisions to tailor their approach and deliver personalized experiences to clients and customers.

Figure 1: Sellers can view a meeting summary along with helpful insights that they can copy and share with their team.

Assisting Sellers and Sales Teams:

Viva Sales foster collaboration and knowledge sharing among sales teams by providing a centralized platform. It facilitates seamless communication, document sharing, and real-time collaboration, eliminating disjointed communication between individuals and teams. By centralizing customer information, sales collateral, and best practices, Viva Sales ensures that the entire team is well-informed and ensures everyone stays on the same page and maximizes their collective impact.

Figure 2: Share business data easily within Teams and Outlook.

Ignite the Transformation Today.

In an era where time is of the essence, automation becomes the ultimate catalyst for enhancing sales team productivity. When it comes to securing the future of your sales arm with Microsoft Viva Sales, Vitalyst is the solution you need. With customized training, implementation support, and continuous guidance, we guarantee a seamless adoption and optimal utilization of this powerful platform. Equipped with the right tools, your organization can overcome challenges and drive increased profits as you embark on the transformative journey of actualizing the automation magic that is Viva Sales.

Trust Vitalyst to guide you towards success in the dynamic world of sales.