Case Study: Improving the Quality and Quantity of Input Data 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

1001-5000 persons

It is actually quite common to encounter the problem where, despite implementing SFA or CRM systems, log fails to accumulate. When data entry by frontline staff stalls, both the quality and quantity of data suffer, preventing meaningful analysis and the development of next steps. The main issue is the heavy workload associated with data entry.

UPWARD helps users make log a habit through simple data entry on the go, accumulating high-quality data in CRMs such as Salesforce. Here, we present a case study showcasing how a company improved the quality of its input data.

Revamping handwritten weekly reports. By leveraging AI image scanning and maps, we’re helping sales teams never miss the right moment to make a visit.

Asahi Kizai Co., Ltd.

Construction materials

Missed opportunity to visit

301-1000 persons

Problem:

Reduction of
reporting time

photograph of two people, usu. male and female

In just two months since its introduction, the number of activity entries has increased by approximately 60%, and the number of reports after 5:00 p.m. has been reduced by half, improving operational efficiency and changing work styles.

Tosoh Corporation

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:

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

Sun Chlorella Japan

Improve quality and
quantity of input data

Business meeting information, which had been held individually by each branch office, was instantly shared on UPWARD. Visualization of all employees' business meeting histories has also led to increased motivation.

Soei Corporation

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

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

Trading Companies and Wholesalers

〜300名

Problem:

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

Human resource
development and
know-how sharing

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

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