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Solution guide

USR Sales suite

From first enquiry to signed order and renewal, with partners, dealers and marketing on the same record.

USR Sales suite · solution guideOne sign-in. One record. Every Sales app.

10 apps · 10 with full manuals · one sign-in with every other suite

10apps in this suite
10with full user manuals
1sign-in for all USR apps
5suites sharing one record
How the data connects

One sign-in, one record, no re-typing

Your team signs in once to USR One. Every Sales app, and every app in the other suites, uses the same people, customer, vendor and item records.

FromToWhat moves, automaticallyUSR Webinars & EventsUSR CRM LiteRegistrations become leads with theirsourceUSR CRM LiteUSR QuotesA qualified deal becomes a quote withyour price listUSR QuotesUSR Billing (Finance)An accepted quote becomes an invoiceUSR Customer SuccessUSR Desk (Service)Health checks see every open ticket forthe account
Same sign-in, same record: each step happens without exports or re-typing.
Department automation

What runs on its own

WhenWeb or event lead arrives→Assigned to the right person by region and product
WhenQuote not opened in 3 days→A polite follow-up is scheduled for the owner
WhenDeal won→Onboarding tasks and the customer success plan start
WhenPartner registers a deal→Deal is protected and visible to the channel manager
WhenRenewal due in 60 days→Owner and customer success get a reminder
Where AI helps

AI drafts. Your people decide.

✨ Next best actionSales Assistant suggests who to call today and why
✨ Email and proposal draftsFirst drafts from the deal notes, in your tone
✨ Meeting summariesNotes and next steps written into the deal
✨ Win and loss patternsInsights shows where deals stall

USR Assist works inside the apps your users already have. See how OKR Stars uses AI in every service.

Quick start by role

Who does what in week one

Sales rep

Log calls, move deals, send quotes

Sales head

Review pipeline and forecast

Partner or dealer

Register deals and track orders

More role lists on User manuals.

Talk to us

Tell us what you need

Set-up, a support question, training for your team or a visit to the experience centre. A named OKR Stars expert replies, usually within one working day.

Billing, invoices, contracts and prices are handled by USR INFOTECH. See USR products and prices.
What happens next
1 · We replyUsually within one working day
2 · A short call15 to 30 minutes, at your time
3 · A written planSteps, dates and owners
4 · You decideYou buy from USR INFOTECH, only if it fits

🔒 No spam · NDA on request · No commitment · Reply within one working day

YourteamSet-upData moveTrainingSupportCustomisation

OKR Stars: one partner, from kick-off to everyday use

One named expert takes you from set-up and data move to training and support, across USR People, Sales and Marketing, Service, Finance and Operations apps. Start with one suite and we add the next with nothing to re-key.

USR Premier PartnerOnline worldwide, in your hoursTickets tracked in USR DeskWritten plan for every projectISO 27001 · ISO 42001 · DPDP Ready (USR Apps platform)
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