Sales. The customer is ready. Nobody has called.
Leads come in from the website, branches and calls, while your team is already on calls and visits. The new one has no owner yet, and the customer waits. Walk through a sales day and see where URVA helps.
On a call
Visit at 2:00
New lead in
Website enquiry
New lead
Customer AAsked for a call back
✓
Enquired
09:12
–
Owner
Not assigned
–
First call
Not yet
4h 37mwaiting since 09:12
The customer won't wait all day.
09:12 Before the day starts
First, who's reading? Pick the one closest to you.
Pick one and the page follows you.
09:12 Your teams
Which teams report to you? Pick every one.
The day on this page follows the teams you pick.
2 teams picked.
Every salesperson can ask URVAshe about your products and policies, even mid-pitch.
09:15 A day in sales
A day in sales. Does this happen to you?
Go moment by moment. Say yes to the ones you know, and see how URVA changes each one.
Field sales · 09:15
Leads from the website and branches came in overnight.
They sit in a sheet until someone shares them out.
Does every new lead have an owner by 10?
With URVALeads are allocated by your rules the moment they arrive, and the owner is told.
alloc sal 09:15
Inside sales · 10:30
A customer’s chat has waited since the morning.
The salesperson was on calls. Nobody else saw it.
Do you know which chats are past their reply time?
With URVATAT alerts flag it, and the reply goes out from an official number.
tat cal 10:30
Field sales · 11:45
On the way to a visit, the salesperson calls the office for the customer’s history.
They walk in half-prepared, or late.
Can your team see a customer’s details on the move?
With URVAThe customer’s details, past visits and notes are on their phone.
c360 sal 11:45
Every salesperson · 12:30
At the customer’s desk: “What’s the difference between these two options?” The brochure doesn’t say.
“I’ll get back to you” loses the moment.
Can your team answer from the right document, there and then?
With URVAURVAshe answers from your approved product documents.
ask all 12:30
Field sales · 15:00
The customer says yes. The form and documents go on paper.
Papers travel back to the branch, and some come back incomplete.
Can onboarding finish at the customer’s desk?
With URVAOnboarding is a digital form, with documents captured on the spot.
onb sal 15:00
Inside sales · 18:30
Evening review: who contacted how many leads today, and what did they say?
You find out from WhatsApp updates, if at all.
Can you see today’s calls and chats per salesperson?
With URVACalls and chats are logged and recorded, so the count and the pitch are on record.
eod cal 18:30
6 moments in your day. Start with 09:15.
Where your day points
Sales Force Automation
Leads, visits and follow-ups your managers can see.
Say yes to a moment above
Explore Sales Force Automation →sfa sal
Customer Interaction Management
Calls and chats from official numbers, on record.
Say yes to a moment above
Explore Customer Interaction Management →cim cal
Private Enterprise AI
Answers from your own approved documents.
Say yes to a moment above
Explore Private Enterprise AI →peai all
11:45 Follow one case
Follow one case. See it come back to your desk.
Pick a case. Tap each stop to see who owns it and what happens next.
A new lead
Runs on
Stop 1 · Your desk
A lead arrives on your desk
Who owns itYou, or your sales manager.
What arrivesA website enquiry.
What happens nextIt’s assigned to a salesperson by territory and product.
0|Your desk
Stop 2 · Salesperson
The salesperson gets it
Who owns itThe salesperson.
What arrivesThe lead, with the customer’s details.
What happens nextCall first, then plan the visit.
1|Salesperson
Stop 3 · Customer
Call and visit
Who owns itThe salesperson, with the customer.
What arrivesNotes from the call and the visit.
What happens nextThey’re saved on the lead, with the next follow-up.
2|Customer
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesThe lead’s stage and its next follow-up.
What happens nextSee which leads are moving and which have stalled.
0|Your desk
Based on how URVA Sales handles leads. Your own steps may differ.
A customer chat
Runs on
Stop 1 · Your desk
Your reply time is set on your desk
Who owns itYou, or your inside sales lead.
What arrivesThe reply time your team works to.
What happens nextEvery chat is held to it.
0|Your desk
Stop 2 · Customer
A customer writes in
Who owns itThe customer.
What arrives“Can someone call me about the offer?”
What happens nextIt reaches the salesperson who owns the customer.
1|Customer
Stop 3 · Salesperson
The salesperson replies
Who owns itThe salesperson.
What arrivesThe chat, with the customer’s history.
What happens nextReply from an official number. If time runs out, an alert goes up.
2|Salesperson
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesEvery call and chat, recorded.
What happens nextSee what was answered on time, and what was said.
0|Your desk
Based on how URVA Connect handles calls and chats. Your own steps may differ.
A question at the visit
Runs on
Stop 1 · Your desk
Your product documents sit on your desk
Who owns itYou, or your product team.
What arrivesApproved brochures, product notes and policies.
What happens nextThey are added to URVAshe.
0|Your desk
Stop 2 · Salesperson
The customer asks something new
Who owns itThe salesperson, at the customer’s desk.
What arrivesA question the brochure doesn’t cover.
What happens nextThey ask URVAshe instead of calling the office.
1|Salesperson
Stop 3 · URVAshe
URVAshe finds the answer
Who owns itURVAshe.
What arrivesYour approved document.
What happens nextThe answer comes back in plain words.
2|URVAshe
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesAn answer from your own documents, given on the visit.
What happens nextFewer calls to the office, and no guesswork in the pitch.
0|Your desk
Based on how URVAshe answers from approved documents. Your own setup may differ.
18:30 Tomorrow's leads
Bring your sales priorities into one conversation.
We'll start from what you picked here: your teams, the moments you know and the routes they point to.
Your board for tomorrow
09:00
You
Head of Sales
Teams
Field sales
Inside sales
Moments you know
None yet. Say yes to moments in your day.
Routes to explore
Sales Force Automation
Customer Interaction Management
Private Enterprise AI