Launched UPWARD Sales Engagement Platform, a sales support service for route sales.

(Head Office: Minato-ku, Tokyo; President and CEO: Ryusuke Kaneki; hereinafter referred to as "UPWARD") announces the launch of the UPWARD Sales Engagement Platform, a sales support service for route sales, on October 6, 2022. (UPWARD) is pleased to announce the launch of its sales support service for route sales, "UPWARD Sales Engagement Platform" on October 6, 2022. This service is an OEM product that packages some of the CRM functions of the "Salesforce Platform" with UPWARD's unique location information function and other functions for route sales. UPWARD helps route sales companies improve productivity and maximize profits by focusing on sales activities to existing customers. In addition, the Route Sales digital transformationForum, an online event where you can learn about the latest sales digital transformationtrends, will be held on November 9, 2022. We will introduce this service and have speakers from Salesforce Japan Inc. and Rinnai Corporation to deliver sales digital transformationand case studies of route sales with a focus on sales engagement.

About UPWARD Sales Engagement Platform

UPWARD Sales Engagement Platform" is a package of "UPWARD" and part of the CRM functions of "Salesforce Platform" provided by Salesforce, Inc. of the U.S. It is a sales support service for route sales that centrally manages sales activity information collected in real time, formulates sales plans, and presents intuitive insights. It is a sales support service for route sales that centrally manages sales activity information collected in real time, formulates sales plans, and provides intuitive insights. Route salespeople, who sell to customers with whom they already have a business relationship, need to establish a relationship of trust with customers through continuous contact with them at appropriate times and by understanding their needs and challenges. logHowever, the reporting of sales activities, which is the point of contact information with customers, has been difficult due to the heavy workload on the frontline. As a result, the sales status could not be properly understood, resulting in missed sales opportunities due to inability to approach customers at the right time. By utilizing this service, sales digital transformationcan be easily started without any burden from collecting and reporting sales activities of route sales to formulating sales plans.

Key points of the UPWARD Sales Engagement Platform

1. CRM functions based on the SalesforcePlatform are preinstalled, enabling centralized management of sales activity information collected in real time.
2. SALES REPRESENTATIVES CAN REPORT THEIR ACTIVITIES THROUGH SMARTPHONES AND TABLET TERMINALS WITHOUT ANY BURDEN, THANKS TO UPWARD'S PROPRIETARY TECHNOLOGY "AUTOMATIC DETECTION OF STAY LOG" (PATENTED *1).
3. ROUTE SALES-SPECIFIC BI TO DEVELOP SALES STRATEGIES AND PLANS
4. Sales representatives can take the best next action by using the visualized customer information on the map.

<FUTURE DEVELOPMENTS> EXPAND AI-BASED SALES INSIGHT PRESENTATION AND COMPONENTS TO SUPPORT ROUTE SALES DIGITAL TRANSFORMATION

BASED ON THE IDEA THAT IT IS IMPORTANT TO CREATE TRUST (ENGAGEMENT) BETWEEN SALESPEOPLE (SALES) AND CUSTOMERS, WE HAVE FOCUSED ON "SALES ENGAGEMENT" AND HAVE SUPPORTED SALES DIGITAL TRANSFORMATIONAND SALES OPERATION REFORM STARTING FROM THE SALES FLOOR. WHILE MORE AND MORE COMPANIES ARE ACTIVELY ENGAGING IN SALES DIGITAL TRANSFORMATIONAMIDST THE DRASTIC CHANGES IN THE BUSINESS ENVIRONMENT, TRADITIONAL ANALOG SALES ACTIVITIES AND INEFFICIENCIES ARE STILL EVIDENT (*2). WE WILL PROMOTE SALES DIGITAL TRANSFORMATIONFOR ROUTE SALES, WHERE FACE-TO-FACE CONTACT WITH CUSTOMERS IS IMPORTANT, AND WILL SEQUENTIALLY PROVIDE FUNCTIONS THAT UTILIZE NEXT-GENERATION TECHNOLOGY, SUCH AS AI-BASED SALES INSIGHT PRESENTATION AND COMPONENTS FOR ROUTE SALES.

RINNAI AND SALESFORCE JAPAN TO SPEAK AT ROUTE SALES DIGITAL TRANSFORMATIONFORUM, AN ONLINE EVENT TO DISCOVER THE LATEST TRENDS IN SALES DIGITAL TRANSFORMATION

THE WAY WE COMMUNICATE WITH CUSTOMERS IS CHANGING DRAMATICALLY, AND AN INCREASING NUMBER OF COMPANIES ARE PROMOTING AND CONSIDERING OPERATIONAL REFORMS AND SYSTEM IMPLEMENTATIONS IN THE SALES FIELD. UNDER SUCH CIRCUMSTANCES, "SALES ENGAGEMENT" IS ATTRACTING ATTENTION AS A FRAMEWORK THAT LEVERAGES TECHNOLOGY TO BUILD NEW RELATIONSHIPS WITH CUSTOMERS AND IMPROVE BUSINESS RESULTS. AT THIS EVENT, MR. KOMORI, EXECUTIVE VICE PRESIDENT OF SALESFORCE JAPAN, INC. WILL TALK ABOUT "HOW SALESFORCE ENVISIONS THE FUTURE AND DIGITAL TRANSFORMATIONPROMOTION," AND MR. KAGA, SENIOR MANAGER OF DIGITAL TRANSFORMATIONPROMOTION GROUP, SALES MANAGEMENT DEPARTMENT, SALES DIVISION, RINNAI CORPORATION, WILL TALK ABOUT " CUSTOMER TOUCHPOINTSALES ENGAGEMENT THROUGH THE USE OF DATA DIGITAL TRANSFORMATIONAND ORGANIZATIONAL DEVELOPMENT CASE STUDIES". MR. KAGA, SENIOR MANAGER OF DIGITAL TRANSFORMATIONPROMOTION GROUP, SALES MANAGEMENT DEPARTMENT, SALES DIVISION, RINNAI CORPORATION, WILL INTRODUCE THE SOLUTION AND DISCUSS THE SALES OF ROUTE SALES WITH A FOCUS ON SALES ENGAGEMENT.

Name of Event: Route Sales digital transformation FORUM Date: Wednesday, November 9, 2022, 3:00 p.m. - 5:00 p.m. Format: Online (free of charge) Speakers: Mr. Shigeki Komori, Executive Vice President, Salesforce Japan, Inc. Mr. Masayuki Kaga, Senior Manager, digital transformation Promotion Group, Sales Management Department, Sales Division, Rinnai Corporation Masaki Ishida, Executive Officer, COO, Business Group General Manager, UPWARD Co.

Event website digital transformation.html

・Ryusuke Kaneki, President and CEO, UPWARD Co.

With the mission of "Innovating the Last Mile in the Field," UPWARD has supported digital transformationabout 360 field sales companies, mainly major corporations. UPWARD has renewed its CRM service as "UPWARD Sales Engagement Platform," a business category-specific CRM based on the Salesforce Platform, and has decided to develop a new service as a CRM platform specializing in route sales. By providing this platform service, we will promote customer touchpointmanagement centered on field sales activity management and digital transformationin the sales field in a simple and powerful way.

Note 1 UPWARD received a patent for "automatic detection of stay log " (announced on October 29, 2021) Note 2: According to UPWARD research (survey conducted in September 2022)

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