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Mobile App integrating CRM & GIS, empowering creativity of fieldworkers

Integrate Salesforce with customer touchpoint data to promote sales DX.

Overview

UPWARD is a sales engagement service, which utilizes advanced location-based technologies to automatically detect and record sales activity data in Salesforce, empowering fieldworkers' creativity. We support strategic sales activities employing CRM.

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  • [Instant understanding of key customer information] Visualize Salesforce customer data on maps and dashboards intuitively, using colors and sizes to represent priority and approach frequency. It enables accurate and comprehensive field activities.

  • [Reduce time and effort of reporting tasks during visit] Tap on visualized customer information on maps to easily create activity plans. The app automatically detects and accumulates location data as well as call log to analyze activity data easily.

  • [Enhance sales DX for data-driven organization with maximum Salesforce utilization] Recorded customer touchpoint data is stored and visualized on Salesforce dashboards. This enables activity analysis, KPI design, and advanced organizational productivity.

■ Services overview Visualize various data incl. trading partners, business negotiation history by integrating them with location data and phone activity log. This enables easy access to customer and sales activity information from both inside and outside of the office. It maximizes the quality and quantity of customer touch points by formulating a visit plan on maps considering the business situation of each client and the schedule of the person in charge as well as searching appropriate customers near each location. ■ Recommended for companies, those that: ・ have introduced Salesforce, but struggle with its underutilization and data entry. ・ manage business clients and business negotiation, while facing challenges in activity management. ・ seek to visualize customer information incl. leads and clients on maps. ■ Introduction/Pricing ​ Tailored pricing plans based on your usage scenarios and the number of users. For a quotation, please contact us through our website. https://www.upward.jp/price Established in March 2013, UPWARD formed a capital alliance with Salesforce.com, becoming the first domestic location-based application vendor and expanding its operation actively.

Categories

Business Needs
Sales
Productivity
Industries
Automotive
Consumer Goods
Financial Services
Personas
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Salesforce Mobile