Data entry can be a real drag for salespeople. The time they spend on administrative tasks is time away from customer interactions. But that data is vital.

It’s important to capture customer orders, quotes, needs, and more. Lead and sales reporting help sales managers know where to direct their attention. Analytics also help drive more efficient ways of closing the deal.

Microsoft has taken up the mantle of this challenge. It is about to launch a new digital experience for sales teams. Microsoft Viva Sales is part of the “Viva” line of applications. These include things like Viva Insights for improved staff wellbeing. As well as Viva Learning for staff development.

The Viva apps natively integrate with MS Teams and the Microsoft 365 ecosystem. They include automation designed to eliminate boring tasks and enable more work engagement.

Viva Sales is a “CRM helper” application. We’ll go through some of the most asked questions about the app, its features, and when you can get it.

What Is Microsoft Viva Sales?

Viva Sales is an application that will provide sales and lead insights. These insights populate throughout Office 365 and Microsoft Teams. The focus of the app is to cut unnecessary manual entry to give sellers more time to sell.

How Does Viva Sales Work? Is It a CRM?

Viva Sales is NOT going to replace your normal CRM platform. Instead, it connects to your CRM and other sales-related apps. It leverages the data from these connections. This makes it easier for salespeople to get the prospect data they need to enable their work.

Salespeople spend approximately 34% of their time on administrative tasks.

Viva Sales Basics

Some of the core advantages of Viva Sales are:

Interconnected Interface

Microsoft Viva Sales provides sales-specific insights throughout the various M365 applications. Salespeople natively see important customer details, wherever they are. Including in their Outlook Calendar or when in their Microsoft or non-Microsoft CRM.

Microsoft Viva Sales
Image courtesy of Microsoft

Viva Sales Features

Tag to Capture Sales Interactions

Tagging is also known as using someone’s “@name” to get their attention. Tagging is a popular software integration used throughout many cloud-based apps. It’s also used within Microsoft 365.

Salespeople can use the familiar tagging function. They can use it to capture data from another M365 application for a prospect or customer. This includes adding someone to a list of customers by using a tag for their Viva Sales name. The system will capture the contextual information on the lead or customer.

Collaborate

Viva Sales makes it easier than ever to collaborate with your team on a sales prospect or customer. You don’t have to chase down information to copy/paste into a message. Use that tagging function to populate lead information from Viva Sales in seconds.

Viva Sales Feature - Collaborate
Image courtesy of Microsoft

You can also easily edit or open a lead/customer record. No need to look for and open another app. The process gets you where you need to go in as few clicks as possible.

Call Summaries & Integrated Data

One thing that customers and salespeople hate is a lack of understanding. For example, when a salesperson doesn't know about a recent customer interaction.

This can happen when company communication systems store data from different sources separately. Such as phone call messages being in one place and a customer’s website chat session being in another.

Viva Sales brings all that customer engagement data together into a single view. This allows the salesperson to see call summaries and capture call action items.

Download & Customize

Salespeople that prefer an Excel view of their contact list can get this from Viva Sales. Download lead and customer lists. Customize the application per the organization’s needs.

When Will Viva Sales Be Available?

Microsoft has announced that Viva Sales will be “coming in Q4 2022.” There is no exact date for the launch yet, but you can be sure that we will keep an eye on this!

In the meantime, you can watch a video explaining the application on Microsoft’s site here.

Take Advantage of Microsoft Viva Automation

Microsoft built the Viva suite of digital experience apps for productivity. These apps help employees find information faster, feel more connected, and work more productively.

Now is the perfect time to explore those that have already launched and get ready for Viva Sales.

Contact us today for a free consultation to improve your team’s digital experience.

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Featured Image Credit

This Article has been Republished with Permission from The Technology Press.

Microsoft 365 is the most popular of all major office productivity software. It has 48.8% of the global market share, just edging out Google’s apps, by a couple of percentage points.

It’s used by individuals, small & mid-sized businesses, and larger enterprise organizations. It does everything a modern office needs. Including from word processing and spreadsheet work to cloud storage and video conferencing.

Because Microsoft 365 is such a vast platform, with over 20 apps in total, it can be easy to miss helpful features. People tend to stick with what’s familiar. But this often causes them to miss out on time and money-saving bonuses in M365, beyond the core apps.

Some of the many apps you get, depending on your subscription plan, include:

Want to get more value from your subscription? We’ll go through some of the most helpful apps and features in Microsoft 365 that you may now know about.

Get More Out of M365 With These Tips

1. Skip the Menu Bar by Using Search to Find Functions

We’ve all been there at one time or another. You know there is a way to do something in an app, but you can’t find it in the menu. For example, trying to change your margins in Microsoft Word to give you more space on the page.

You can stop wasting time clicking through one tab after another, and instead, use the search box at the top. It’s not just for searching for help topics. You can use a search to quickly jump to settings like margins, page orientation, and many more.

Search

2. Leverage the Free Stock Images, Icons & Videos

Most businesses need to have nice-looking images from time to time. They’re used on websites, brochures, and presentations. But finding good business images can be expensive.

You can’t just do a Google search to find them because they may be copyrighted. You need to have images that you can use commercially without any problems.

Inside Word, Excel, and PowerPoint you have a treasure trove of images. These are free to use in your marketing. You also have videos, icons, and even 3D models, all there for the picking.

Find them by going to Insert > Pictures > Stock Images

Use the tab at the top to tab between the different media. Then, click to insert it directly into your document, spreadsheet, or presentation.

Stock Images

3. Save Time by Using Data Types in Excel

Researching things like the population of a city or the nutrition value of a new menu can take days. Did you know that inside Excel you have access to several databases?

You can leverage facts and figures stored inside Excel’s “data types." They include topics on everything from chemistry to yoga poses. Use data types to populate tons of data in seconds for various topics.

Excel Data Type
Excel Data

4. Save Time on Customer Surveys with Microsoft Forms

Microsoft Forms is one of the best-kept secrets of M365. This cloud-based survey and form builder makes it simple to send out surveys to people. You get the results back as soon as they click “submit” on the cloud-based form.

You can even download the results directly to Excel. Using them for graphing or uploading them into a software template.

Microsoft Forms

5. Use PPT’s Presenter Coach to Improve Your Skills

Do you worry when it comes time to give a presentation to clients or your own team? Not everyone feels comfortable about public speaking, even if it’s virtual.

PowerPoint can help with a handy AI-powered feature called Presenter Coach. Turn this coach on when practicing your presentation. It will give you tips on your pacing, use of filler words (e.g., umm), repetitive language, and much more!

Look for the “Rehearse with Coach” option on the Slide Show menu.

6. Save Recurring Email Text in Outlook’s Quick Parts

Do you have certain emails you send to customers that have the same paragraphs of text in them? For example, it might be directions to your building or how to contact support.

Stop retyping the same info every time. Outlook has a feature called Quick Parts that saves and then inserts blocks of text into emails.

When ready to insert that text into another email, just use the same menu. Then click to insert the Quick Part.

Outlook Quick Parts

7. Create a Keyboard Shortcut to Paste as Unformatted Text

Keyboard shortcuts are great for saving time. But there’s not always one there when you need it. One handy keyboard shortcut to add for MS Word is to paste as text only. This method removes any formatting that copied text might have had so your document isn’t messed up.

Here’s how to make a keyboard shortcut for this:

Keyboard Shortcut
PasteTextOnly

Need Help Optimizing Microsoft 365?

Microsoft 365 has many security-enhancing, time-saving, and dollar-saving features. Learn how else we can help by scheduling a consultation today.

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Featured Image Credit

This Article has been Republished with Permission from The Technology Press.

When you hear about Microsoft adding security apps to M365, it’s often the business versions. But the pandemic has changed the way that we see the workplace. It’s now a hybrid world. One made up of several connected “mini-offices” located in employee homes.

The outsourcing market has also contributed to the change in company networks. Freelancers are often contracted to work the same hours as employees. This means less overhead and taxes to pay. Approximately 68% of large consumer products companies outsource a part of their workforce.

What we’re getting at is that the need for home devices and network security has never been greater. Company data is now at the mercy of employee devices, situated in homes across the globe.

55% of employees use their own devices and software to work from home.

Microsoft has been at the forefront of this huge shift in the work environment. Its latest release is another example of how it has positioned its products to address new needs.

The latest security offering by Microsoft is not for business plans. It's for Personal and Family users of Microsoft 365. The company announced Microsoft Defender for Individuals on June 16, 2022. This is a brand-new digital home security tool.

The Basics of Microsoft Defender for Individuals

Microsoft Defender is a new app that Microsoft 365 subscribers can download. Anyone with a Personal or Family plan can access it for no extra cost.

According to Microsoft, there was a main driver for offering Microsoft Defender. It was to protect the digital life of small businesses and families. Small companies will often use consumer Microsoft 365 plans. This is because they are less expensive than the business plans.

This app brings many digital protections together into one dashboard. These include the following.

Online Security Visibility

Most families have several devices connected to their network. This includes computers, tablets, and smartphones. It can be hard to know which are vulnerable before a hacked device infects the others.

Microsoft Defender gives you visibility into the security status of your devices. It does this in a single place. So, you could see if that new phone of Sally’s has antivirus enabled. You can also easily add or remove devices.

Device Safeguards

The app includes extra protections from online threats. These are in the form of help from antivirus and anti-phishing protection.

You can use it to continually scan devices for threats, both new and existing. You also gain control of scanning customization. For example, you can note certain apps as safe and tell Microsoft Defender what to scan.

Real-Time Alerts & Recommendations

Hackers use automation and AI to unleash their attacks and help them spread. This means that it’s often a race against the clock to stop a breach from getting worse.

To react fast, you need to know something is wrong. Microsoft Defender helps you by giving you real-time alerts. These also come with recommended actions. So, you not only know something is wrong, but you also know what to do about it.

What Else Should You Know?

Here are a few other important things you should know about using Microsoft Defender for Individuals.

Where Can You Download It?

You can download Microsoft Defender for Individuals from Microsoft here. You need to have a Microsoft 365 subscription to either the Personal or Family plan.

What Devices Can Use It?

You can use Defender to secure and monitor the following devices:

How Many Devices Can You Add?

Microsoft Defender allows you to watch the security of many of your home or work devices. The M365 plan you have will dictate how many.

What Are the Key Differences Between the Personal & Family Plans?

Both plans can access the many different Office and other Microsoft applications. The main difference is how many people and devices can use the Microsoft 365 services.

So, if you want to sign up even 2 people, you’re saving quite a bit with the Family plan. Even more, if you have six people total using the service.

What’s the Difference Between Microsoft Security on Windows & Microsoft Defender?

Most Windows users are already familiar with the Microsoft Security app. It comes pre-installed on Windows. Microsoft Defender differs from this app in several ways.

Microsoft Defender:

Learn More About Defender & Microsoft 365 Today

Are you looking to get more from your Microsoft 365 subscription? We can help! Reach out today to schedule a technology consultation with our M365 experts.

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Featured Image Credit

This Article has been Republished with Permission from The Technology Press.

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