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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

Knowing that businesses have particular business-related wants, it is reasonable that they steer clear of purchasing a one-size-fits-all, “perfect” solution. Be that as it may, it would be hard to try to discover such a software product even among widely used software products. The better step to do is to take note of the various chief functions that call for a scrutiny like crucial features, price terms, technical skill aptitude of staff members, company size, etc. Thereafter, you must double down on your product research thoroughly. Go over some of these URVA evaluations and look over each of the software options in your list more closely. Such detailed research can make sure you drop ill-fitting software products and pay for the one which provides all the function your business requires for optimal results.

Position of URVA in our main categories:

Each business is different, and can call for a particular type of Sales Force Automation Software solution that will be adjusted to their company size, type of customers and employees and even particular niche they support. It's not wise to count on getting a perfect services that is going to be suitable for every company regardless of their history is. It may be a good idea to read a few URVA Sales Force Automation Software reviews first and even then you should remember what the service is intended to do for your business and your workers. Do you require an easy and intuitive service with only essential features? Will you really use the advanced functionalities needed by experts and large enterprises? Are there any specific features that are especially useful for the industry you work in? If you ask yourself these questions it will be much easier to get a reliable solution that will match your budget.

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 are aware that when you decide to buy a Sales Force Automation Software it’s vital not only to find out how experts rank it in their reviews, but also to find out whether the actual clients and businesses that bought it are genuinely satisfied with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and URVA reviews across a vast range of social media sites. The data is then featured in an easy to understand format indicating how many clients had positive and negative experience with URVA. With that information available you will be prepared to make an informed business decision 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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