Boost Seller Productivity: Customizing Viva Sales Forms Guide
Customize Viva Sales forms to enhance productivity, build stronger customer relationships, and close deals faster with the latest CRM app integration.
Enhancing Seller Productivity: Customize Viva Sales Forms. In today's competitive business landscape, maximizing the value sellers derive from sales tools is paramount. One key aspect of achieving this is the ability for customers to customize Viva Sales forms, enabling them to have the right business information at the right time.
This blog post explores how the latest Viva Sales update empowers administrators to add relevant out-of-the-box or custom entities to enhance the Viva Sales experience, so sellers can reduce context switching across applications and instead focus on building stronger relationships with their customers to close deals faster. We have integrated Viva Sales settings with the underlying CRM app, offering a more cohesive admin experience. When adding a new entity to Viva Sales, administrators now have the option to select an existing view from the CRM app to retrieve metadata information. This CRM view determines the fields to be shown, their order, filtering, and sorting.
- Customize Viva Sales forms for better customer experience
- Latest update enables admins to add custom entities
- Reduce context switching across applications
- Focus on building stronger customer relationships
- Close deals faster with enhanced productivity
- Integrated settings with CRM app
- Cohesive admin experience
- Select existing CRM views for metadata retrieval
- Determine fields, order, filtering, and sorting
Maximizing Value with Customized Viva Sales Forms
Customizing Viva Sales forms is an essential aspect to help sellers in today's competitive business environment. The ability to tailor forms according to specific business needs ensures accurate information is readily available. By streamlining the experience and reducing the need to switch between applications, sellers are able to focus on building stronger relationships with their customers, leading to faster deal closures and increased productivity. Integration with the CRM app allows administrators to provide a unified experience, making customization more efficient and effective for enhanced seller performance.
Learn about Enhancing Seller Productivity: Customize Viva Sales Forms
In today's competitive business landscape, companies need to maximize the value their sales teams derive from their sales tools. One way to do this is by enabling customers to customize their Viva Sales [https://www.microsoft.com/microsoft-viva/sales] forms. This allows them to have the right business information at the right time. The latest Viva Sales update gives administrators the option to add relevant out-of-the-box or custom entities to enhance the Viva Sales experience. This means sellers can focus on building stronger relationships with customers and closing deals faster, instead of switching between different applications. The Viva Sales settings have also been integrated with the underlying CRM app, offering a more cohesive admin experience. When adding a new entity to Viva Sales, administrators are able to select an existing view from the CRM app, which will determine the fields to be shown, as well as their order, filtering, and sorting.
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Keywords
Customize Viva Sales Forms, CRM App, Viva Sales Update, Enhancing Seller Productivity, Custom Entities, CRM View.