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URVA SALES

URVA

URVA Sales Force Tracker is a mobile-friendly sales tool that brings the entire sales team on the same page. Sales teams interact with new leads to generate business and existing customers to upsell and grow business relationships further. However, there is rarely visibility on what’s happening without a tool that connects the team on the ground to the leaders in HQ.

URVA SALES

URVA Sales enables bridging this gap by providing a nifty app that allows sales personnel to record all customer interactions in seconds, with geotagging for visibility. Managers get to view all interactions, guide their teams about new products and services, and set targets and plans for the week/month. At a leadership level, all interactions are available for consumption in bite-sized dashboards and scheduled reports. URVA Sales is trusted by some of the leading banks, telecoms, and pharmaceutical companies worldwide, enabling their sales teams to sell more.

Sales

Sales Agent Productivity

URVA Sales enables bridging this gap by providing a nifty app that allows sales personnel to record all customer interactions in seconds, with geotagging for visibility. Managers get to view all interactions, guide their teams about new products and services, and set targets and plans for the week/month.

Field Sales Report

URVA Sales enables bridging this gap by providing a nifty app that allows sales personnel to record all customer interactions in seconds, with geotagging for visibility. Managers get to view all interactions, guide their teams about new products and services, and set targets and plans for the week/month.

Client Communication

URVA Sales enables bridging this gap by providing a nifty app that allows sales personnel to record all customer interactions in seconds, with geotagging for visibility. Managers get to view all interactions, guide their teams about new products and services, and set targets and plans for the week/month.

Activity Planning

URVA Sales enables bridging this gap by providing a nifty app that allows sales personnel to record all customer interactions in seconds, with geotagging for visibility. Managers get to view all interactions, guide their teams about new products and services, and set targets and plans for the week/month.

Industries

URVA Sales Force Tracker is a powerful tool for sales teams in any industry across any geography. Most sales teams do few things the same way and other things in their own way. URVA gives teams the flexibility to tune the tool as per their organisational process. Here are a few examples.

BANKS AND WEALTH MANAGEMENT
BUILDING MATERIALS
TELECOM

Banks having a widespread branch network typically have a large workforce of sales personnel, relationship managers, banking partners and business correspondents. The journey most banks track is when a customer is beginning to be onboarded for a product (like a loan, current account etc.). But the journey that is missed, is pre-onboarding. URVA enables banks & wealth management companies to completely track leads from the first connect made over a call etc. to the last step before onboarding into their legacy system. Large banks like ICICI Bank, State Bank of India trust URVA to empower their 30k+ team members.

Companies which provide materials within the construction space are large, distributed across geographies and have large sales teams to engage within the distribution network. Sales executives frequently visit distributors, construction personnel and customers to take orders and fulfil requirements for new projects. The reporting of the visits made, orders taken, routes completed, targets closed take place on a month end basis which makes decision slow for the management. With URVA, all these activities are tagged instantly on the mobile apps and reports get automatically made and circulated to the relevant teams. Jaquar is a global leader in the Sanitary space and has been using URVA since 2017 for its 1000+ workforce.

Large telecommunications providers have sales reps, across remotest of geographies with a complex hierarchical structure from territory to area to state to zone and so on. Managing reports across thousands of people in these areas is not easy without a tool that cuts across the borders and captures what matters — new business. With URVA, the sales reps on the ground have an option to book orders without hassle, management personnel receive end-to-end visibility on the visits & orders taken and finally the management gets a 360° view on the best performing areas and geographies.

Benifits

URVA Sales helps companies track the activities of field sales reps, such as their daily movements and tasks, visit details, and sales orders. This innovative field sales force tracking app helps to improve employee engagement while increasing accountability.

Sales Force Management

Manage your field sales reps from the URVA Sales field sales monitoring app by geographic location, tasks, customers, and/or sales trends to achieve the best results.

Customer Management

Enable sales reps to quickly access important account information while in the field. Supervisors can also plan the schedule of field sales reps according to their business needs.

Task Management

Never let any task be overlooked. URVA Sales provides an integrated task management system that notifies users about action items and tracks the progress being made.

Product Management

When meeting with a prospect or customer, timely information can make or break a sale. This module provides users with instant access to critical product info and updates.

Sales Order History

Sales trends can have a big impact on business decisions. Supervisors can easily analyze trends and distribute tasks accordingly to their sales reps.

Robust Reporting

Build robust reports on sales rep movements, sales orders, sales visit history, market feedback, and many other data elements to ensure maximum sales area coverage.

Cloud Architecture

URVA Sales is readily available as cloud-based solution that reduces your dependency on IT human resources and hardware investment.

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