Case Studies on the Implementation of
for CRM Data Utilization

Regional Bank Sales digital transformation
Visualizing customer information on a map. Transforming a sales organization into a self-motivated, efficiency-driven organization

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.

Realization of "capitalization" of activity information with Sales digital transformation. Aiming for 200% growth by strengthening support for existing customers and acquiring new customers

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

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"

Winning B-to-C door-to-door sales through thorough customer management. The challenge of a start-up company that does not "exhaust" salespeople.

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.

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%.

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