Case Study: Centralized Customer Data Management with

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

Trading Companies and Wholesalers

Depersonalization and
reproducibility UP

1001-5000 persons

When customer information is scattered across different sales representatives and tools, it can lead to duplicate efforts and gaps in handoffs.

UPWARD integrates with CRM systems to centralize customer information and activity history, enabling the entire organization to share the same data. Here, we present a case study demonstrating how a company achieved centralized management of customer data.

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

Akira Co., Ltd.

Centralized management
of customer data

Visualizing the results of activities promotes a sense of accomplishment. Accumulated data is an asset for the future.

Sansei Landic Co.

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.

Trading Companies and Wholesalers

Centralized management
of customer data

〜300名

Problem:

UPWARD, WHICH SUPPORTS DOUBLE-DIGIT GROWTH, IS DEPLOYED TO ALL FIELD SALES. SALES EFFICIENCY DRAMATICALLY IMPROVED BY DE-PERSONALIZATION.

Zenhoren

Insurance and Financial Services

Realization of "capitalization" of activity information with Sales digital transformation. Aiming for 200% growth by strengthening support for existing customers and acquiring new customers

TS Tokyo Corporation

Supporting users' health with detailed communication through community-based sales. Deepen relationships with customers through digital transformation

Sun Chlorella Japan

Visualization of similar cases in real estate appraisal operations. Improved the quality and speed of appraisals by 20% by referencing customer data, which had been "given up on"

Reprice

Created "time to build trust"
through proper sales planning.
Achieved over 130% performance compared to last year in the auto loan industry where competition is severe.

Premium