Case Study: Implementing to Strengthen Internal Data Integration

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

When SFA, CRM, daily report systems, and core systems are siloed, it leads to duplicate data entry for sales and customer information, as well as delays in data synchronization. In many cases, the primary reason for slow data entry is that the process is simply too time-consuming.

UPWARD integrates with CRMs such as Salesforce, allowing you to connect field activity data with your existing systems and put it to use. Here, we present a case study showcasing how a company enhanced its internal data integration.

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

301-1000 persons

Missed opportunity to visit

Depersonalization and
reproducibility UP

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

Akira Co., Ltd.

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

1001-5000 persons

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

〜300名

Centralized management
of customer data

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

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