Microsoft 365 Copilot in Viva Sales – Recaps Calls, Update Details in CRM

Sales, a demanding and competitive area for most businesses, requires constant communication, coordination, and follow-up with customers and prospective clients. Let’s take a look at a day in the life of a salesperson to understand the challenges they face. Salespeople who are familiar with the nitty-gritty of sales understand the importance of tasks like recapping, CRM updates, and insight generation from their sales data. These tasks are usually very tedious and time-consuming, but thanks to the Copilot in Viva Sales solution that help sellers to be more effective, productive, and efficient when dealing with these tasks. In this article, we will focus on how Copilot in Viva Sales can help sellers recap calls, update CRM details, and benefit from this revolutionary solution by Microsoft.

How to Use Copilot in Viva Sales?

Talk about a versatile and powerful tool to help sellers; that’s Copilot in Viva Sales. There are various ways Copilot in Viva Sales can help sellers perform better throughout their sales journey. Here are some:

• Recap Calls: A standout feature of Copilot in Viva Sales is its ability to recap calls. Not only does it automatically generate summaries of sales calls, but it also updates your CRM with the details obtained. Copilot automatically generates summaries of sales calls and updates your CRM according to the details obtained. This becomes very useful for sellers looking to save time, reduce errors, and improve the quality of the data they receive from their sales calls.
• Email Composition: Copilot in Viva Sales also assists sellers in crafting effective and personalized emails. For instance, if a seller is communicating with a customer who prefers concise emails, Copilot can suggest brief yet informative replies. Sellers can get suggested email replies, content, and resources based on their preference and also the context of the content between seller and customer.
• Insights and Recommendations: Copilot in Viva Sales offers AI-powered insights and recommendations derived from your CRM data and customer interactions. For example, if a customer frequently purchases a particular product, Copilot might suggest offering them a related product. Copilot can help interpret and understand your customers better, spot opportunities, and close deals faster.
• Prioritize Tasks: Copilot assists sellers in prioritizing tasks by considering factors such as urgency, importance, and potential returns. It uses AI to analyze these factors, enabling sellers to focus on the most promising leads and profitable deals. This allows salespeople to focus on the most promising leads and most profitable deals.

How to Update CRM Details with Copilot in Viva Sales?

Copilot in Viva Sales comes with the ability to update CRM details with accuracy. Doing this helps you keep your CRM records up to date and the process is quite simple and convenient. Here are the steps needed to update CRM details with Copilot in Viva Sales:

• Begin by opening the Copilot in the Viva Sales pane in your preferred Microsoft environment, such as Outlook or Teams. You can also access it via a web browser or on your mobile device.
• If you haven’t connected your CRM platform to Copilot in Viva Sales before, you may receive a prompt to do so.
• Select your CRM platform from the available options, which include Dynamics 365 Sales and Salesforce.
• Once you are connected, you can view or edit your CRM details for any lead, contact, or prospect you are interacting with. Copilot automatically matches the email or phone number with their corresponding CRM records.
• To update the CRM details, click on “Edit” next to any field you wish to change. You can edit any field including opportunity stage, estimated close date, or products of interest
• If you want to add a new field, simply click on the +Add fields button and select the field of your choice
• After making all necessary changes, click on the ‘Save’ button to update your CRM records.

Utilizing Copilot in Viva Sales for updating CRM details not only saves time but also minimizes errors, thereby enhancing the overall quality of your data.

Benefits of Copilot in Viva Sales

While Copilot in Viva Sales is not only for updating CRM details or recapping calls, there are numerous benefits salespeople stand to get including:

• Generate Email Replies with Meeting Times: Copilot is a valuable tool when it comes to generating email replies for proposed meetings. It considers your availability in Outlook, simplifying the process of scheduling meetings. This makes it easy to work with customers and simplifies the process of finding a perfect time for your meetings and working with others.
• Understand Your Data Sources: Sellers can easily view the sources of their data by hovering over the highlighted text. This feature provides a deeper understanding of the context behind the information, such as details from previous meetings or sales data from the CRM. Sellers can gain a better understanding of the context of the embedded information such as previous meetings or sales data from the CRM.
• Get Insights and Recommendations: Copilot in Viva Sales provides personalized insights into your CRM data. These insights can guide sellers on the best ways to interact with both the data and the customers. Based on the insight, sellers can also get recommendations and the best ways to interact with both the data and the customers. For instance, Copilot can suggest the best time to contact a prospective client based on previous interactions and data obtained from the CRM. Also, Copilot can suggest the best products, the best ways to overcome any objection, and the best actions to take.
• Save Time and Reduce Errors: A significant benefit of using Copilot in Viva Sales is the reduction in time and errors throughout the sales process. Copilot automatically captures and updates information from your meetings, emails, and calls into your CRM platform, eliminating the need for manual input. Copilot automatically captures and updates information from your meetings, emails, and calls into your CRM platform. This removes the need for manual input which in turn reduces errors and saves time for the seller.
• Prioritize Tasks and Opportunities: Copilot excels at prioritizing tasks within your CRM. It identifies the best tasks and opportunities based on their urgency, potential, and importance, allowing you to focus on the most promising leads. Copilot in Viva Sales gives you the best tasks and opportunities based on their urgency, potential, and importance. With this, you can focus on the most promising leads that can bring in profitable deals.

How Can Apps4Rent Help with Microsoft 365 Copilot?

As a leading provider of hosted software solutions for businesses, Apps4Rent can leverage its in-depth expertise in Copilot to help enhance your business experience. We help sales businesses in the integration of Copilot in Viva Sales while training your entire team on the functionality of the application. We also ensure that your sales team harnesses the full benefits of Copilot in Viva Sales.

Conclusion

Copilot in Viva Sales is an AI-powered assistant that sellers using Microsoft 365 can harness to bring in their next big prospect and customer. There are several ways Copilot for Microsoft 365 in Viva Sales can help sellers make better decisions and close more deals. Copilot in Viva Sales can help sellers recap calls, update CRM details, generate insights, prioritize tasks, and more. Copilot in Viva Sales can help sellers to be more efficient, productive, and effective in their sales journey.