INTEGRATION SERVICIES

Salesforcewith
Cooperative Services

This service integrates UPWARD with Salesforce

To Salesforce
UPWARD to Salesforce
service.

By linking UPWARD AGENT, a mobile app that can automatically detect stay log, to Salesforce, customer touchpoint data can be automatically log, reducing reporting time and improving productivity. In addition, the accumulated data can be visualized on a map, making it possible to intuitively grasp which customers to visit.
Salesforce, Sales Cloud, and others are trademarks of Salesforce, Inc. and used with permission.

Concerns that can be solved with Salesforce x UPWARD

The use of Salesforce is
Salesforce is not taking root.
Data Entry
I want to reduce my data entry workload.
Data entry is
Now that it's established, I want to focus on data entry.
I want to focus on data utilization

What Salesforce x UPWARD can achieve

01

Read customer information in Salesforce and visualize it on a map.

Customer information accumulated in Salesforce is represented on a map. Customize pins freely by color, size, etc., according to activity period and sales scale, and visualize customers to be visited. Regardless of your experience or knowledge, you can develop a strategic sales plan.
02

Sales and visit activity data is
Automatically input sales and visit activity data into Salesforce.

Automatically registers activity data such as visits and phone calls from smartphones, drastically reducing the time required for activity logand business meeting reports. This system can improve the productivity of the sales organization by increasing operational efficiency.
03

Data on Salesforce
Automatic aggregation & reporting.

Stored in Salesforce customer touchpointData is accumulated, tabulated and visualized in real time. Insights that lead to the next sales activity are presented.