Microsoft Viva Sales Automation Tool Integrates Teams, Outlook and CRM – ChannelE2E: Technology News for MSPs and Channel Partners


Microsoft continues to expand its sales automation tools for channel partners and end customers. The latest development includes Microsoft Viva Sales, a “seller experience application” that allows Microsoft Office 365, Outlook and Teams customers to “automatically capture data into any CRM system.”

Among the twists of Viva Sales to keep in mind: The “Seller Experience” app works with any CRM (Customer Relationship Management) system – meaning MSPs and clients can access the app no ​​matter what they are executed Microsoft Dynamics 365, Foreclosure or other popular third-party CRM options.

Microsoft Outlook, Teams and Dynamics 365: Unified Front

Take a closer look and Microsoft is building strong connections between Outlook, Teams and CRM. For example, Microsoft says:

“As salespeople work, they can tag customers in Outlook, Teams, or Office applications like Excel and Viva sale will automatically capture it as a customer record overlaid with all relevant data about the customer.”

Microsoft added:

“Viva sale enriches any CRM system with customer retention data from Microsoft 365 and Microsoft Teams and uses AI to provide personalized recommendations and insights for sellers to be better connected with their customers. This helps sellers personalize their customer interactions more seamlessly to close deals faster.”

Microsoft Viva Sales vs Professional Services Automation?

Placeholders to note include:

1. Microsoft Viva Retail Pricing – Unknown: Microsoft has not announced pricing or exact availability for Viva Sales. A landing page states that the software will be available sometime in the fourth quarter of 2022.

2. Microsoft Viva Sales for Resellers, MSPs: Microsoft did not mention any potential channel partner or MSP use cases for Viva Sales, although the application could potentially compete in some ways with PSA (Professional Services Automation) and related sales tools specifically designed for MSPs and IT consulting firms.

companies such as ConnectWiseand date are well known in the MSP PSA software market, while additional options from Atera, HaloPSA, Kaseya, and Synchronous also have traction in the PPE market. In many cases, PSA software also has sales, marketing, and CRM capabilities.

Meanwhile, several newcomers to the MSP software market are now offering sales automation tools. Names to know include zomentuma “revenue platform” that spans partner relationship management (PRM), sales quotes and offers, and billing automation.

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