Case Study: Reducing Reporting Time 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.

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

Reduction of
reporting time

1001-5000 persons

When time is spent on preparing daily reports and other documentation, it cuts into the time needed for the most important task: interacting with customers. This creates a vicious cycle where sales teams are overwhelmed with client visits while the time spent on data entry continues to increase.

UPWARD log, significantly reducing the time and effort required for reporting. Here, we present a case study demonstrating how the implementation of UPWARD cut reporting time and led to tangible results.

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

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

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

Sun Chlorella Japan

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

Problem:

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

Park Japan

The key to improving customer satisfaction is efficient information sharing with UPWARD. CRM centralizes communication history managed by each department.

Mitsumore Corporation

Advertising and Information and Communications Industry

〜300名

Problem:

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

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

Global Life

Trading Companies and Wholesalers

〜300名

Problem: