UPWARD Improves Customer Experience with UI Improvements to Sales Support App

(Location: Minato-ku, Tokyo; President & CEO: Ryusuke Kaneki; URL: https://upward.jp), whose mission is to "Innovate the Last Mile in the Field," announces that in August 2022, it will improve the UI of the "UPWARD" mobile appand optimize the design of the customer touchpointdata entry We are pleased to announce that in August 2022, we have improved the UI of the "UPWARD" mobile site and optimized the design of the sales lead line for sales activities.

・SALES SUPPORT APPUI IMPROVEMENT OF "UPWARD"

THROUGH THESE IMPROVEMENTS, THE OPERABILITY OF SELECTING SALES CONTACTS AND REGISTERING SCHEDULES HAS BEEN ENHANCED, GREATLY REDUCING THE BURDEN OF INPUTTING AND REFERENCING SALES ACTIVITY DATA. THIS WILL LEAD TO THE STEADY ACCUMULATION AND UTILIZATION OF CUSTOMER TOUCHPOINT DATA. TO SEE AN ACTUAL SCREEN SHOT OF THE "UPWARD" UI IMPROVEMENT, PLEASE CLICK HERE TO VIEW THE VIDEO.

Before the improvement, the screen had separate tabs for "Basic Customer Information," "Scheduled Activities," "Past Activity History," and other information, requiring users to switch between them. With this improvement, the frequently used "Create Schedule" and "Activity Report" buttons are now located in easy-to-operate positions. The new system is easier to view and use, as the next activity schedule, history, and detailed customer information can now be viewed on a single screen.

By linking the customer touchpointdata collected and accumulated in this way with sales results, it is possible to analyze from all angles, such as "which products and services are selling in which areas," "correlation between activities and sales results," and "communication channels appropriate for the negotiation phase," to strongly promote sales transformation.

HAJIME OTSUBO, UI/UX DESIGNER, TECHNOLOGY GROUP, TECHNOLOGY DIVISION, UPWARD CO.

The customer details screen, which was the main focus of this improvement, is used frequently and is the central function of information and actions related to the customer. Therefore, we designed it at a very detailed level to improve its visibility and usability.

Mainly, we redesigned the order in which information is displayed and how it is presented, taking into consideration what the user wants to know or do at the time he/she is looking at this screen. For example, we thought it was important for the user to be able to understand the context of the customer's information based on the connection with the previous customer touchpoint, rather than just seeing it as a simple list of data. We made it easy to determine "what to do next" in the sequence of events by making the schedule and history immediately visible in a timeline when the screen is opened. We also adjusted the size and placement of buttons to make them easier to operate, and made the text information more natural to the eye. Since the user experience changes with the slightest difference in usability, we hope that these improvements will make the daily work of the sales field a little easier and smarter.

THE STRENGTH OF UPWARD, A DEVELOPMENT COMPANY THAT WORKS CLOSELY WITH THE FIELD

UPWARD's mission is to "Innovate the last mile in the field," and we are committed to developing sales engagement services that are closely aligned with the sales frontline. Unless the usage and input rates at the sales frontline are stable, customer information and customer touchpoint data cannot be stored in CRM, and so-called "data-driven" sales activities such as data-based management and analysis cannot be realized. We believe that data-driven sales activities, such as data-based management and analysis, cannot be realized. By continuously improving the UI and ensuring that the service is "truly" used by the field, we will realize the timely accumulation of sales data, the promotion of data utilization, and the formulation of the next strategy. Reference: 6 experience values that UPWARD will provide through its services - 6 UX Values

As a result of our thorough attention to our clients' needs for sales digital transformation and ease of use in the field, we boast a 99.0% contract renewal rate for "UPWARD," a SaaS model service provided on an annual contract basis. The UPWARD service, which is offered on a SaaS model, boasts a 99.0% contract renewal rate. We will continue to make improvements to UPWARD so that it can be used by as many sales professionals as possible. For more information about our customers who are using UPWARD to promote the digital transformation sales force, please see below. Please visit our website at https://www.upward.jp/case