Sales force automation. Your team sells all day. Why do you hear about it last?
Updates arrive through calls, messages and end-of-day reports. So a lead that stalled on Tuesday shows up in Friday's numbers, after the moment to step in.
Your team · 9 am to 9 pm
9:30 am
Visit · Customer A
11:15 am
3 follow-up calls
1:40 pm
On the road · beat 4
4:20 pm
Demo · Customer B
6:50 pm
Order · Customer C
8:45 pm
Still writing up notes
Night
You · today
Updates from the field
0
Last update: yesterday
Visits done
?
Leads followed up
?
Orders
?
Find your gaps. Which of these happen in your sales team?
Pick every one that sounds familiar. You can change them later.
Nothing selected yet. You can also go straight to a demo.
You selected {list}.
For example: you call three people to find out whether one visit happened.
Updates mostly reach you by
3
updates: chasing updates
For example: an enquiry comes in on Monday. The first call happens on Thursday.
Most leads come from
1
waiting: leads waiting
For example: two people call the same customer. Another lead gets no call.
Leads are assigned by
2
owner: unclear lead ownership
For example: the customer asked for a call next week. It's now the week after.
Next steps are kept in
4
followup: follow-ups left to memory
For example: the month's number is low. Nobody can say at which stage it dropped.
Your main view of sales is
5
reports: reports without the why
A short check. Four questions about how your team works today.
Pick the closest answer. "Not sure" is fine.
Skip the checkQuestion 1 of 4
How is sales work managed today?
manage: shared | mixed | calls | unsure
How many people are in your sales team?
size: small | mid | large | xl | unsure
When do you usually find out a lead or visit needs help?
find: early | sameday | late | unsure
When do you want to improve this?
timing: now | quarter | later | exploring
Thanks. Here is what you told us.
How sales work is managed
Skipped
Sales team size
Skipped
When you find out
Skipped
When you want to improve
Skipped
Where it breaks. What your answers bring into focus.
Lead comes in
Your gap
Captured from every source
first response to new leads
Owner assigned
Your gap
Routed by your rules, owner notified
lead ownership
Visit or call
Your gap
Check-in, notes and outcome on the phone
updates from the field
Next step
Your gap
Follow-up set with a reminder
follow-ups
Manager view
Your gap
What's moving, stuck or needs you
manager visibility
Illustrative workflow, based on your answers. Not an audit of your team.
gap: updates
Visit or call · your gap
You chase people for updates. That time goes into collecting news instead of helping the deals that need you.
gap: waiting
Lead comes in · your gap
Your leads wait before anyone acts. An enquiry can go cold before the first conversation.
gap: owner
Owner assigned · your gap
It's unclear who gets which lead. Some customers can hear from two people while others hear from no one.
gap: followup
Next step · your gap
Follow-ups depend on memory. A promised call can slip, and nobody notices until the customer does.
gap: reports
Manager view · your gap
Your reports show results, not where deals got stuck. By the time the number arrives, the moment to step in may have passed.
empty
No gaps picked yet
Pick your challenges in "Find your gaps" to see where they sit. Until then, this is the path every lead takes.
Find your gapshealthy
From your answers
Your team already works in one system and catches problems early. The demo can focus on keeping that consistent as the team grows.
with
With URVA Sales
Each lead gets an owner, each visit leaves a record, and each next step has a reminder. Managers see the whole journey in one place.
said
You said: {answer}.
Tap another marked stage to switch.
late
From your answer: at the review, or after a complaint
You find out at the review or after a complaint. That leaves little time to step in before the customer moves on.
tools
From your answer: your sales tools
Your sales work is spread across several tools. No one place shows what is moving.
scale
From your answer: team size
With {size} people in sales, a small gap repeats across many people every day.
Your next step
In your demo, we'll walk through the whole journey from lead to outcome.
In your demo, we'll focus on {focus}.
exploring
Just exploring is fine. The demo is a short look at your process, not a commitment.
Sales force automation with URVA Sales. One place for every lead, visit and next step.
URVA Sales is sales force automation software for field and distributed sales teams. It captures each lead, sends it to the right person with its history, records the visit and outcome where it happens, sets the next step as a reminder, and shows managers what is moving, what is stuck and where to step in.
Every lead has an owner
Next steps don't disappear
Managers step in earlier
Customer A
One lead's week with URVA Sales. Tap a day, or play the week.
Moving
Mon
Lead received
Website · 10:12 am
Assigned to a field rep
By territory rule
A website enquiry arrives at 10:12 am. The territory rule sends it to the North rep, who gets a notification.
New lead, owner set, rep notified.
Tue
Visit checked in
2:40 pm
Outcome recorded
Wants a quote
The rep checks in at the shop at 2:40 pm and records the outcome: wants a quote.
Visit done, outcome logged, next step set.
Wed
Reminder waiting
Send quote, Thursday
Nothing to chase. The reminder for Thursday is already set.
One open follow-up, on schedule.
Thu
Quote sent
From the reminder · 11:00 am
The reminder comes up at 11:00 am and the quote goes out.
Follow-up done on time. The lead is still moving.
Fri
Weekly review
Already up to date
The weekly review starts with the whole story already there.
No calls to make. Every step is already recorded.
Tue · In the field
The rep checks in at the shop at 2:40 pm and records the outcome: wants a quote.
Manager sees, same day
Visit done, outcome logged, next step set.
Conceptual interface. Compare the top of the page: here Tuesday's visit is seen on Tuesday.
Add when you need it
Used by sales teams at
Book a demo focused on your sales team.
We'll focus on the challenges you selected.
Your demo focus
A general demo of sales force automation. Add a focus if you like.
Team size
Not given
Timing
Not given