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URVA Review

URVA
Our score: 8.0 User satisfaction: 93%

What is URVA?

URVA is a sales force tracking solution that combines the tools for client management, customer relationship improvement, and deal closing into one field force management solution. It has facilities for activity scheduling that enable users to create and schedule teams’ work in advance, use location intelligence to acquire task visibility, and receive real-time updates through email, text messages, or WhatsApp. By tracking performance, expenses, and incentives as well as monitoring attendance, customers, tasks, etc. on the dashboards, you always remain on top of user reporting and task management.

URVA assists in boosting the efficiency of your sales representatives by efficient mapping and arranging their day on the field, gathering and monitoring lead data on smartphones as well as taking orders, charging, and reporting every encounter in real-time. It can also help you communicate with customers more effectively by giving you a 360-degree picture of all customer profiles, displaying all activities, feeds, and communications, and keeping you connected with all company communications.

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Overview of URVA Benefits

Versatile Field Service Agent Tool

With URVA, your field staff members get the app they need to work freely. The platform can equip field personnel with the tools necessary to properly perform work orders, deliver service reports for client signatures, offer pricing estimates, and do much more. Also, field agents can easily view all of their daily duties, arrange meetings, and establish recurring, one-time, and reminder assignments. With built-in Google Road and Traffic APIs, your teams can view the best route for the tasks given to them.

Streamlined Activity Planning

The platform aids in task prioritization and effective planning for managers. Assignments are automatically added to the appropriate resource with smart scheduling based on time, abilities, location, and business regulations. Planning routes, viewing activity by location, monitoring task progress, analyzing travel, device intelligence, and other tasks are all made simpler by URVA. You can also get rid of manual steps by assigning routes and tasks automatically and making beat plans for your teams, which will make the day plans easier to understand. With a simple drag and drop, the system can even automate any business activity. Simply set up a sophisticated auto-allocation process with an automated bot that will choose who gets the job.

Robust Insights

URVA provides insights that can speed up the process of making smart decisions. Measure and monitor the key sales performance indicators for your company which, with complete field photos, helps increase performance accuracy. URVA provides you with a complete picture of your clients, including their messages, activity history, and important relationships. Moreover, the system maintains a real-time view of the state of your company so that you may stay informed about the pipeline for your team, schedule reports automatically, and receive notifications.

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Overview of URVA Features

  • Lead Capture
  • Chatbot
  • Real-time Dashboards
  • Location Tracking
  • Beat Plan
  • Daily Sales Reports
  • Customer 360
  • Attendance with Geotags

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies

URVA Position In Our Categories

Because businesses have distinct business-related demands, it is prudent that they steer clear of paying for a one-size-fits-all, ideal solution. Regardless, it would be difficult to pinpoint such a software solution even among popular software systems. The practicable step to do is to make a list of the different main factors which necessitate analysis like major features, plans, technical skill aptitude of staff members, business size, etc. Thereafter, you should perform your research to a full extent. Go over some URVA evaluations and look into each of the software products in your shortlist in detail. Such comprehensive research ascertains you weed out unsuitable apps and buy the one that meets all the aspects your business requires for success.

Position of URVA in our main categories:

Every enterprise has different wants and needs a software that can be personalized for their size, kind of workers and customers, and the particular industry they are in. For these reasons, no system can provide perfect functionality off-the-shelf. When you try to find a software product, first be sure what you require it for. Read some URVA Sales Force Automation Software reviews and ask yourself do you want basic features or do you need advanced tools? Are there any industry-specific features that you are searching for? Get the answers to these queries to aid your search. There are plenty of elements that you need to mull over and these include your finances, particular business needs, your company size, integration requirements etc. Take your time, check out a few free trials, and finally select the platform that presents all that you need to improve your organization effectiveness and productivity.

How Much Does URVA Cost?

URVA Pricing Plans:

Free Trial

Essentials

$9/user/month

Advanced Triggers

$4/user/month

Chatbot

$7/user/month

Expense Management

$3.5/user/month

Learning

$3.5/user/month

Performance

$5/user/month

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What are URVA pricing details?

URVA Pricing Plans:

Free Trial

Essentials

$9/user/month

Advanced Triggers

$4/user/month

Chatbot

$7/user/month

Expense Management

$3.5/user/month

Learning

$3.5/user/month

Performance

$5/user/month

URVA features a flexible enterprise pricing scheme where you only buy the extra features that you need. A free trial is also available.

Essentials – $9 per user/month

  • Lead Capture
  • Beat Plan
  • Location Tracking
  • Live Notifications
  • Daily Sales Reports
  • Customer 360
  • Order Taking on App
  • Attendance with Geotags
  • Real-time Dashboards
  • Email Alerts

Advanced Triggers – $4 per user/month

  • Create your own logic
  • Add, delete, and edit triggers
  • Real-time

Chatbot – $7 per user/month

  • Live virtual assistant
  • Multi-platform support
  • Answer queries

Expense Management – $3.5 per user/month

  • Digitize manual invoices
  • Expense submission
  • Approvals and limits

Learning – $3.5 per user/month

  • Assign. Learn
  • Monitor, Test, and track
  • Leaderboard

Performance – $5 per user/month

  • Set Goals
  • Calculate the incentives
  • Performance Dashboards

User Satisfaction

Positive Social Media Mentions 16
Negative Social Media Mentions 0

We realize that when you choose to purchase a Sales Force Automation Software it’s vital not only to find out how experts rank it in their reviews, but also to check if the real users and companies that bought this software are indeed happy with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and URVA reviews across a wide array of social media sites. The data is then featured in an easy to digest way revealing how many clients had positive and negative experience with URVA. With that information at your disposal you will be ready to make an informed purchasing choice that you won’t regret.

Video

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for URVA?

No information available.

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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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