Case Studies: Trading Companies and Wholesalers

Regional Bank Sales digital transformation
Visualizing customer information on a map. Transforming a sales organization into a self-motivated, efficiency-driven organization

The Bank of the Ryukyus, Ltd.

Insurance and Financial Services

Depersonalization and
reproducibility UP

1001-5000 persons

Sales activities doubled through efficient visits enabled by information sharing Sales digital transformation underpinned record-high sales

Akira Co., Ltd.

Human resource
development and
know-how sharing

Introduced to all 13 domestic sales companies and greatly improved the quality of customer touchpoint. Returning to the roots by regaining the mobility of field sales

Kubota Corporation

Achieved a 40% reduction in "non-sales" man-hours and a 1.5-fold increase in sales activities. Succeeded in reducing overtime by half while maintaining the number of sales.

Proto Corporation

Advertising and Information and Communications Industry

Human resource
development and
know-how sharing

301-1000 persons

UPWARD is used for rounders.
Even newly hired staff can quickly move into field work

Asahi Field Marketing

1001-5000 persons

Sales at trading companies and wholesalers primarily involve route sales to numerous clients and deepening relationships with existing customers; this is an area where sales representatives often have different approaches. Prioritizing visits and sharing information are key to achieving results.

UPWARD supports efficient route planning through location-based visit management and enables organizations to share customer information through integration with CRMs such as Salesforce. Here, we present case studies from trading companies and wholesalers.

The number of activity entries has doubled in six months. Visualization of the sales field has improved internal collaboration and deepened trust with customers.

Nippon Liquor Co., Ltd.

Centralized management
of customer data

Winning B-to-C door-to-door sales through thorough customer management. The challenge of a start-up company that does not "exhaust" salespeople.

RGI Corporation

Eliminating the sales gerrymandering and converting data into
company assets. Increased travel efficiency and customer contacts with "sales type" that increased
the amount of action by 45%.

Nissen Sangyo Co.

Sales digital transformation strategy for the spread of Smart Houses. Automated recording of sales activity information for planned sales and operational efficiency.

Global Life

A turnaround from the dark cloud of dive sales. Visualization of customers by map and activities logto achieve both "offensive" and "defensive" sales

Toyota Corolla Akita

UPWARD is used for rounders.
Even newly hired staff can quickly move into field work

Asahi Field Marketing

1001-5000 persons

Human resource
development and
know-how sharing