RELEASED APP "UPWARD AGENT" FOR MOBILE WORKERS

(Location: Chuo-ku, Tokyo; President & CEO: Ryusuke Kaneki; URL: https://upward.jp), a provider of next-generation CRM with the mission of "making mobile workers smarter," has released "UPWARD AGENT," a new mobile CRM for smartphones https://upward.jp, in addition to its "UPWARD" cloud service that makes mobile workers' sales activities smarter. (Location: Chuo-ku, Tokyo, CEO: Ryusuke Kaneki, URL: app), a provider of next-generation CRM, released a new mobile CRM for smartphones, "UPWARD AGENT", on July 13, 2020 (Monday), in addition to its "UPWARD" service, which makes mobile workers' sales activities smarter.

The global spread of COVID-19 has caused corporate sales organizations to reexamine the nature of their sales activities. While online business negotiations are advancing, the importance of offline sales activities, which cannot be compensated for by digital communication alone, is being reevaluated. UPWARD's new service, "AGENT," is an app for salespeople working in the field. AGENT" is a new service from UPWARD that connects a customer relationship management system (CRM *1) with location information to make the planning of visits and reporting of sales activities in the field safer and smarter. During daily sales activities, the person in charge in the field checks the automatically acquired activity details on the app screen on his/her smartphone, and simply taps the "Report" button to complete the registration of the visit activity to the CRM. As a "personal sales assistant" that accompanies the salesperson, AGENT can promote the effective use of CRM by improving data input rates, information quality, and immediacy. AGENT" will help new clients in industries such as manufacturing, finance, real estate, and information and telecommunications to optimize their sales activities for new and existing customers through safety visits (Safety Visit *2), and to optimize ROI on sales growth and investment costs in corporate activities. In addition, we will also expand support for existing "UPWARD" users.

(*1) CRM... "AGENT" can be seamlessly integrated with Salesforce. (*2) Safety Visit...The concept of business visits in With Corona, such as "avoiding areas where clusters of new coronaviruses occur," "keeping activity histories and visit log," and "only making necessary visits.

THE VALUE OF AGENT

AGENT" is a service that enables "easy search" and "easy reporting" during on-site sales activities by utilizing map data and location information (GPS). In addition, by connecting the automatically acquired activity data to the customer relationship management system (CRM), the person in charge can accumulate know-how on the CRM side, leading to effective next actions and contributing to the expansion of corporate sales. By standardizing and standardizing the "activity history" and "activity reports" of sales activities, which until now have not been properly input, and by accumulating the data, the activity data from the sales frontline will be transformed into a corporate asset. Furthermore, the log information can be individually optimized and utilized at the sales site. For example, the system will lead to the realization of efficient and reproducible sales activities that are different from conventional on-site activities, such as listing nearby sales contacts that are similar to customers who have led to sales in the past. Click here to view the AGENT feature introduction movie: https://youtu.be/hWfn-9U5eKg

AGENT DEVELOPMENT STORY

AGENT" WAS DEVELOPED IN RESPONSE TO THE VOICES OF FRONT-LINE SALES REPRESENTATIVES WHO ARE FACED WITH COMPLICATED TASKS. IT'S HARD TO STOP BY THE OFFICE EVERY DAY AND MAKE ACTIVITY REPORTS AND DAILY REPORTS..." "I WISH I COULD SPEND MY TIME THINKING ABOUT PROPOSALS TO CUSTOMERS INSTEAD OF DOING PAPERWORK..." I WISH I COULD SPEND MY TIME THINKING ABOUT PROPOSALS TO CUSTOMERS INSTEAD OF DOING PAPERWORK..." WITH A BUSY SCHEDULE OF VISITS, I CAN'T HELP BUT MISS OUT ON SOME REPORTS..." AGENT" WAS CREATED AS A "PERSONAL SALES ASSISTANT" FOR MOBILE WORKERS TO ELIMINATE SUCH HASSLES AND INEFFICIENCIES.

About AGENT - Shigeki Mishiro, Senior Director, Salesforce Alliance Division

Shigeki Mishiro, Executive Officer and General Manager of AppExchange Alliance Department, Alliance Business, salesforce.com, Inc. We are pleased to announce the release of UPWARD AGENT as a new Salesforce app application," said Shigeki Mishiro, Director, AppExchange Alliances, Alliance Business, salesforce.com, Inc. UPWARD AGENT is a location-based, accurate and automatic field sales work logging system that can be integrated with CRM. In the new normal, customer touchpoint data from field salespeople will become an ever more important asset in corporate activities. We expect the company's solution to contribute to the safe sales activities of employees and the digital transformation of companies in Japan."

AGENT FEATURES

Easy creation of visit plans Salespeople can easily display the day's visit schedule in the "AGENT" app their smartphones. The app also allows them to check information on the clients they are planning to visit and their past activities at the same time. In addition, customers in the vicinity of the current location can be searched from "AGENT," so unscheduled visits can be easily created with a few taps.

Easy entry of activity reports AGENT" acquires location information and automatically detects activity history and time spent at sales sites. Sales representatives can display the acquired data in the "AGENT" app, select the activity results, and "report" them, and the data on the CRM side will be automatically updated. Sales representatives can arbitrarily select the data to be reported, so only the necessary information is reflected in the CRM. Since the results of visits can be shared among the team more quickly and easily than ever before, knowledge and know-how can be shared smoothly.

Recommendation of customers to visit By linking location information with CRM, "AGENT" will recommend and notify customers who are in the vicinity of the salesperson and should be visited. The customer conditions and radius distance to be recommended can be set in advance by the salesperson app "AGENT" app This system thoroughly streamlines sales activities within a limited time frame and contributes to improving the productivity of the entire sales organization.