UPWARD isJapan’s only consulting service specializing in field sales.
AX Consulting Service.
Through continuous AI tuning, we help cultivate and solidify your company’s “winning strategies.”
Problem
Tools designed for salespeople who aren’t in front of a screen end up gathering dust in the field.
What will transform field sales is “AX that stays close to the field” and “a system where AI never stops learning.”
01
Time spent entering daily reports and updating the CRM after returning to the office continues to eat into the sales time that should be devoted customer touchpoint.
02
The only thing that goes up is the management pipeline. Since there’s no feedback to the field, the sales team continues to rely on intuition and experience.
03
We have no system in place to assess, as an organization, whether the necessary points were covered or whether sensitive information was inadvertently disclosed during face-to-face business meetings.
Our AX Solution
Our AI continuously learns from on-site data and applies it to create a "winning strategy" tailored specifically for your company.
UPWARD is a next-generation AX consulting service that designs and implements on-site transformation based on AI tuning.
Services
Using presence detection and AI as a starting point, we automatically capture data on the activities and interactions of field sales representatives.
This is UPWARD’s core consulting service that enables “sales without manual data entry.”
By combining the two specialized functions below, we will implement and embed your AX in a seamless, end-to-end manner.
AX Requirements Definition × AI Implementation
We go beyond simply implementing technology; we start with requirements definition to identify the key elements that make up your company’s “winning formula”—such as collecting necessary conversation data, optimizing visit schedules, and scanning business cards and forms—and provide end-to-end support, from empowering your field sales team through the implementation of Salesforce and other necessary features to ongoing AI tuning.
AX's Integration into the Organization
As a long-term partner committed to ensuring that tool implementation isn’t just a one-time event, we provide ongoing support to help ensure successful adoption on the front lines. From redefining the purpose of SFA/CRM and designing KPIs to transforming management into a coaching-based approach, and even building AI-powered customer success frameworks—we design everything from usage monitoring and providing feedback to the front lines to rolling out winning strategies across the organization. We work to transform the “winning strategies” that emerge on the front lines into an integral part of the company’s culture.
Use Cases
UPWARD's AX is implemented as "custom SaaS" tailored to specific industries and business needs, and
continues to evolve through AI tuning.
Use Case 01 / Sales Productivity × AX
Use Case 02 / Finance × Compliance
Why UPWARD
These are the four key strengths that set us apart—specializing in field sales, continuous AI tuning, and rapid implementation—features that neither general-purpose AI tools nor traditional system integrators can deliver.
Our patented geofencing and voice AI continuously feed field data into the AI system. This is Japan’s only platform specifically designed for field sales—a capability that neither general-purpose AI tools nor traditional system integrators can match.
Our 15 years of specialized field sales experience are built into a custom AI model for your company, which continues to evolve rapidly through continuous learning.
As an official Salesforce partner, we can help you get started with AX using generative AI in a short timeframe while maintaining compatibility with your existing environment. Migration costs are kept to a minimum.
Our team—comprising consultants, FDE specialists, engineers, and enablement experts—works as a unified unit to support you every step of the way, from AX design and implementation to ongoing optimization.
How to Get Started
Here are the three steps for designing an AX based on primary data and continuously improving it through AI tuning.
STEP 01
We will conduct interviews with the sales team to identify challenges and share our hypotheses.
STEP 02
We design SaaS and AX configurations tailored to your industry and business requirements.
STEP 03
We’ll use generative AI to implement solutions quickly and refine winning strategies through continuous tuning.
FAQ
Yes, we can implement UPWARD AI Speech and other solutions by integrating them into your existing Salesforce environment. After reviewing your organizational structure and custom objects, we will design a solution that requires minimal configuration changes.
We have a proven track record of successful implementations across a wide range of industries, particularly those where field sales play a central role, such as trading and wholesale, healthcare and nursing care, construction machinery and materials, and housing equipment and building materials. We customize the solution as a dedicated SaaS platform to meet each company’s industry-specific business requirements.
In the field of Field Sales Enablement Consulting, we provide comprehensive support—including KPI design, transformation of management practices, and the shift toward a coaching-based approach in sales meetings—to help organizations become truly "effective" in their operations.
