ONBOARDING PROCESS

Onboarding

We provide detailed support from introduction to establishment.

Onboarding

The Customer Success Team will provide the following support for your implementation, operation, and retention

Flow up to the start of operation

Our professional staff will carefully support you from the stage of consideration and estimation.

01

Inquiry

If you are considering introducing UPWARD,
please contact us here first.

02

First Kickoff

After signing the contract, a kick-off meeting is heldto define detailed requirements and operational steps.

03

Initial setup and installation

Customer Success Representatives accompany the customer to install, create manuals, and conduct briefings. 

04

Start of operation

Support for establishing the service onsite startsat the same time as the service was launched.

Post-operational support

Customer Success, which is well versed in the organizational challenges of retention, will continue to support you.

05

Regular follow-up

  • Regular feedback on usage
  • Various consultations regarding operation
  • Support for setting effectiveness measurement indicators
06

Providing support content

  • Guide to Utilization
  • Distribution of utilization tips
  • Technical Support Contact
07

Internal adoption

  • Ongoing support to further improve results

Introduction Environment

Customers with CRM

Introducing the UPWARD Sales Engagement Service, which can be used in conjunction with your CRM and UPWARD.

Salesforce integration
Salesforce✕ UPWARD
Read more
Microsoft Collaboration
Microsoft O UPWARD
Read more

Customers without CRM

We recommend the UPWARD Sales Engagement Platform, an all-in-one service that includes map functionality, mobile app, and CRM (Salesforce).

All-in-One Service UPWARD Salles Engagement PlatformAll-in-One Service UPWARD Salles Engagement Platform

Companies in all industries are using this service in their pursuit of sales power.

Kubota Logo
PayPay logo
Rinnai Logo
Shizuoka Bank Logo
Ezaki Glico logo
Kureha Logo
Asahi Group Logo
Daiwa House Industry Logo
Asahi Mutual Life Insurance Logo
kubota / PayPay / Rinnai / Shizuoka Bank / glico / KUREHA / Asahi / DaiwaHouse / Asahi Life Insurance

Frequently Asked Questions

  • Q
    What makes UPWARD different from other services? What are its features?
    A

    Conventional sales support tools are difficult and complicated to operate and, for this reason, are rarely used on the field. UPWARD focuses on ease of use and has been very well received by salespeople, even those who are not used to digital tools. There are several informational materials and contact points that may help you in your decision.

  • Q
    I am already using CRM, how can I integrate with UPWARD?
    A

    We will propose the most appropriate collaboration method depending on your CRM system and business situation.

  • Q
    Will I always be tracked by GPS?
    A

    UPWARD is not a surveillance tool. It does not always know the location of the user and only records the history of the user's stay when the user performs a reporting operation.

  • Q
    What Salesforce editions can I use?
    A

    Sales Cloud(Enterprise Edition or higher)
    Service Cloud(Enterprise Edition or higher)
    Lightning Platform(Enterprise Edition or higher)
    Partner Community(Enterprise Edition or higher)

  • Q
    We have not yet implemented a CRM such as Salesforce, but can we use UPWARD?
    A

    Yes, of course, we can provide this service.

  • Q
    Is there a minimum number of users?
    A

    The minimum number of users is 10 IDs.
    For UPWARD Sales Engagement Service, the minimum number of users is 25 IDs.

  • Q
    How much is the initial cost?
    A

    All plans have an initial implementation cost of 100,000 yen (excluding tax).

Download a free set of 3 documents

A full overview of the benefits and best practices of the introduction of the system

Download a free set of 3 documents

If you have any questions, please feel free to contact us.

TEL: 03-6897-3683
*Open hours: 10:00-17:00 (except Saturdays, Sundays, national holidays, and year-end and New Year holidays)