Case Study: Implementing " " for Existing Customer Follow-Up

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.

Utilization of CRM data

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

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

1001-5000 persons

Follow-ups with existing customers often depend on individual judgment regarding the timing of visits and past interactions, and any oversights can lead to customer churn or lost opportunities.

UPWARD log visit management log to identify which customers to focus on next, and integrates with CRMs such as Salesforce to share follow-up status across the organization. Here, we present a case study demonstrating how a company improved its follow-up with existing customers.

UPWARD CASE STUDY: CENTCARE HOLDING THUMBNAIL

New digital work style is realized in the nursing care field, where paper culture is deeply rooted. Further improving the quality of care by increasing operational efficiency.

CentCare Holding K.K.

Long-term care and healthcare sectors

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

Insurance and Financial Services

UPWARD streamlines equipment maintenance operations. Total of 100 million yen worth of business improvement was realized.

Lucky Coffee Machine Co.

Reduced the workload of rounders and deepened communication between manufacturers and brick-and-mortar stores. Reporting hours reduced by 65% and life work balance improved

Kureha Corporation

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

Utilization of CRM data

Sales reform of a long-establi
shed company founded in 1584.
Using IT to preserve and
continue to disseminate traditional Japanese culture.

Erizen

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

Asahi Field Marketing

Trading Companies and Wholesalers

1001-5000 persons

Problem: