Generative AI-powered experience in Microsoft Viva Sales helps sellers communicate more effectively with prospects and customers.
In today’s fast-paced sales environment, time is more valuable than ever. Sales teams that waste time on low-value tasks are missing out on opportunities to sell and engage prospects. Our partners Microsoft, believe that AI can help sales teams focus on what matters most: making meaningful connections, building trust, and creating long-term relationships.
In February this year, Microsoft announced a preview of a new generative AI-powered experience in Viva Sales that helps sellers communicate with their prospects and customers more effectively.
Viva Sales is now able to generate suggested email content for a variety of scenarios, such as replying to an inquiry or creating a proposal. The content is tailored to the recipient, including pricing, promotions, and deadlines. This saves sellers time by eliminating the need to compose emails from scratch and search for sales data from colleagues and databases.
According to new research commissioned by Microsoft, managing email consumes over 66 percent of a seller’s day. This new AI-powered capability helps sellers recapture this valuable time, allowing them to focus on what matters most: building relationships and closing deals.
Intelligent Reminders
Through monthly product updates, Microsoft are rapidly adding new innovations to Viva Sales. One of the key features of Viva Sales is its ability to remind sellers when it’s time to follow up with a prospect or customer. This is done by tracking email interactions and other data points, such as website visits and social media activity. When it’s time to follow up, Viva Sales can automatically generate a preformatted email response with personalised text and next best actions. This can save sellers a significant amount of time and help them stay on top of their leads.
Email Personalisation
Another key feature of Viva Sales is its ability to suggest personalised responses to emails. When responding to an email, Viva Sales provides sellers with a list of suggested responses based on the category of the email. For example, if the email is a request for information, Viva Sales might suggest a response that provides more information about the product or service being offered. Sellers can simply select the option that best suits their needs and a reply is generated for them to review, edit, and send.
Data-Enriched Insights
The replies generated by Viva Sales are enriched with data from Microsoft Graph, which provides access to people-centric data and insights in the Microsoft Cloud. This data includes information from Microsoft 365, Windows, and Microsoft Enterprise Mobility + Security, as well as from the customer relationship management (CRM) system (Microsoft Dynamics 365 or Salesforce®). This ensures that the replies are accurate and relevant to the recipient.
Microsoft’s new GPT capabilities strengthen the existing Conversation Intelligence capabilities. Conversation Intelligence is a powerful tool that leverages state-of-the-art natural language technology to automatically generate a call summary, detect questions, calculate conversational key performance indicators (KPIs), extract action items, and more. With the addition of auto-suggested email content, sellers can free up even more time to focus on priorities.
Viva Sales Generative AI Demo
Responsible AI
Microsoft is committed to creating responsible AI by design. Microsoft believes that AI has the potential to be a powerful force for good in the world, but it is important to use AI responsibly. That’s why they have developed a set of principles to guide their work in AI:
- Fairness: AI should be fair and impartial, and it should not discriminate against any individual or group.
- Reliability and safety: AI should be reliable and safe, and it should not pose a risk to people or the environment.
- Privacy and security: AI should protect the privacy and security of people’s data.
- Inclusiveness: AI should be inclusive and accessible to everyone, regardless of their background or abilities.
- Transparency: AI should be transparent, and people should be able to understand how AI systems work and how they make decisions.
- Accountability: AI systems should be accountable, and people should be able to hold those responsible for AI systems accountable for their actions.
Want to Learn more about Viva Sales?
Viva Sales launched in general availability in October 2022, and the response from customers has been very positive. Synergy Technology is a long-standing Microsoft partner with years of experience in implementing Microsoft Solutions. To learn more about Viva Sales, or any of Microsoft’s range of products, call us today on 0845 456 0050 or email us using our contact page.
