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What is Microsoft Viva Sales?

Viva Sales harnesses the power of generative AI to automatically create content within Microsoft 365 applications, resulting in better customer engagement and increased productivity for sales professionals. By integrating generative AI with CRM systems and Microsoft 365 data, users can gain real-time insights and automate content creation, enabling them to prioritize building meaningful connections with their customers. The platform simplifies the process of relationship-building by automating tasks such as generating emails and managing data entry through advanced AI technologies. Experience heightened efficiency with actionable insights that are seamlessly incorporated into your daily workflow, combining data from Microsoft 365 applications with any CRM system you choose to utilize. Stay on track with AI-driven analytics that provide valuable recommendations and timely reminders, ensuring you never miss a beat in your customer interactions. Whether your organization operates with Salesforce or Dynamics 365 Sales, you can always stay informed about your customer engagements. By adopting these innovative tools, you not only streamline your workflow but also revolutionize the manner in which you connect with clients, fostering deeper and more productive relationships. This transformative approach ultimately leads to a more efficient sales process and greater overall success.

What is Colby?

Colby is a cutting-edge sales assistant powered by AI, available as a Chrome extension that simplifies the management of Salesforce data through natural language and voice commands. It performs online research on prospective clients, enhances lead information, updates and inputs contact details, records meeting notes, sets reminders, and executes bulk data modifications in Salesforce within a minute, achieving speeds that are up to 120 times quicker than traditional methods involving reports and Excel. Engineered for seamless integration, Colby operates solely as a browser add-on and does not require training, as it instinctively grasps the Salesforce context and data sourced from the web, enabling it to efficiently fill opportunities and client profiles complete with inline citations. Its sophisticated AI algorithms deliver real-time market analysis, reconcile conflicting data, and support extensive record updates, all while prioritizing user privacy by ensuring that data is deleted after each session. Regular updates to its algorithms guarantee Colby's ongoing efficiency and effectiveness, allowing it to adapt to new challenges without the need for any additional configuration. As a result, users can direct their attention to sales activities rather than administrative duties, significantly boosting their overall productivity and efficiency, while also experiencing a more streamlined workflow. This innovative tool not only saves time but also empowers sales teams to engage more meaningfully with their clients.

Media

Media

Integrations Supported

Salesforce
Google Chrome
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Viva
Microsoft Viva Engage

Integrations Supported

Salesforce
Google Chrome
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Viva
Microsoft Viva Engage

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

www.microsoft.com/en-us/microsoft-viva/sales

Company Facts

Organization Name

Colby

Date Founded

2025

Company Location

United States

Company Website

getcolby.com

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