When Microsoft launched Viva final 12 months, it framed the platform as an worker portal the place you may go to search out out parental go away coverage or different inside communications directed extra typically at firm insurance policies and tradition. It additional bolstered this concept final month when it launched Viva Targets, a Viva module designed to present staff entry to their KPIs.
However plainly Microsoft has broader ambitions for Viva than merely offering necessary info for workers discovered within the typical worker intranet. At this time, it introduced the primary of what might be a number of jobs supported inside Viva, beginning with gross sales.
Emily He, company vp in command of enterprise purposes at Microsoft, says that this announcement is one thing that brings info collectively in a manner for particular jobs that she’s been listening to about as a sort of worker holy grail for years throughout corporations and jobs, and it was one of many causes she was drawn to Microsoft.
“Viva Gross sales in my thoughts actually represents a brand new manner of working by breaking down silos of information and breaking down silos of expertise,” she informed TechCrunch.
She stated one factor she has realized in working with salespeople is that they’ve too many instruments and so they want a strategy to pull significant info out of the instruments they’re utilizing to current it in a extra centralized manner. “They actually need a extra simplified expertise. So Viva Gross sales permits a vendor to make use of the instruments they already love and use daily together with your electronic mail system like Outlook, Phrase paperwork, PowerPoint shows, in addition to Groups,” she stated.
The instrument is constructed on Workplace 365 and tuned for Microsoft Dynamics 365 CRM. By tagging a buyer identify or contact, Viva Gross sales can pull the paperwork, spreadsheets, shows, emails and different supplies into the CRM instrument routinely, all organized underneath the tag, vastly decreasing the quantity of handbook knowledge entry required.
“Sellers do spend a variety of time manually coming into account info or forecasting knowledge. So this eliminates [much of the] handbook knowledge entry. However extra importantly, now it generates a extra holistic view of the client,” He informed me.
With all that knowledge saved in a single place, it implies that clients can use it to gasoline machine studying fashions round how one can enhance gross sales. “You need to use AI and machine studying to give you suggestions for the sellers and ship these suggestions to the sellers wherever they’re, whether or not they’re writing their emails or in digital conferences,” she stated.
Whereas it seems to be Microsoft-centric, out of the field it should additionally assist Salesforce CRM, and He says that they might add assist for extra instruments over time as buyer demand dictates. Additional, the corporate plans so as to add extra job sorts to Viva over time.
The tip sport right here seems to be extending the worker communications portal to incorporate not solely the corporate supplies which can be helpful to staff, but in addition instruments for doing their particular jobs. She says they’re doing this as a result of they’ve been listening to staff asking for this type of assist from inside the identical portal.
It’s value mentioning that Viva Gross sales shall be supplied free of charge to Microsoft Dynamic 365 clients, however as you entry third-party knowledge like utilizing Salesforce, you may be charged for utilizing the instrument.
Viva Gross sales shall be out there in public preview in July and is scheduled to GA within the fall. For now, the one different CRM integration out there apart from Dynamics 365 shall be Salesforce.