Case Study: Optimizing Visit Schedules 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

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

In field sales, the more clients you visit and the larger the area you cover, the more wasteful travel and inefficient visit sequencing become major challenges.

UPWARD uses location data to help you create efficient visit plans, enabling you to serve more customers within a limited timeframe. Here, we present a case study showcasing how a company optimized its visit schedule.

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

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

Zenhoren

Insurance and Financial Services

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

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

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

Eliminate paper maps and move
to mobile customer data management. Achieve aggressive sales
by streamlining the reporting
process.

Park Japan

Eliminate the stress of managing multiple tools! Dramatically improve sales efficiency by centralizing sales activity information in upward, which can be accessed from outside the office.

Japan Media Systems, Inc.

Advertising and Information and Communications Industry

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.

Trading Companies and Wholesalers

〜300名