Strengthened integration with Salesforce Chatter to revitalize internal communication
(Location: Minato-ku, Tokyo; President & CEO: Ryusuke Kaneki) has released a function to strengthen the linkage between "UPWARD AGENT," a mobile app outside and visiting sales representatives, and "Chatter (*1)," a SNS and business chat tool for companies provided by Salesforce. Chatter (*1), a social networking and business chat tool for enterprises provided by Salesforce. 1 What is Chatter?
With this release, you will be able to post the contents of activity reports made by UPWARD AGENT to Chatter. You can also specify people and groups to which you want to post mentions, as well as post photos taken during the activity.
The value of the Chatter integration functionality provided
The main value of this feature offering is to eliminate the technical hurdles faced when implementing Chatter integration through Salesforce standard features.
Chatter has a unique feature that no other chat tool has, as it allows communication directly tied to business partners and deals. The method of automatically posting activity reports to Chatter and using those posts as a starting point for communication is highly popular with many sales organizations, especially UPWARD customers. This automatic collaboration feature allows field representatives to contact and report to their team, stakeholders, and managers without hassle, allowing for more efficient feedback and communication.
However, the conventional integration between UPWARD AGENT and Chatter through the standard functionality presented high technical hurdles, limited options for posting to, and difficulties in attaching photos and other information. To solve these problems, we have released the Chatter integration function. We support field staff to make more ideal use of the system and maximize the value of CRM (Customer Relationship Management System).
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*2 From Salesforce help page. The flow core action Chatter posting feature only supports text as of 12/19/2023.
About UPWARD AGENT
UPWARD AGENT is a mobile application that "eliminates the stress of sales activity reporting. The automatic recording function of the destination and time spent in the office greatly reduces the workload of sales representatives in charge of outbound and inbound sales activities. In addition, the created report data is appropriately stored and utilized as a valuable corporate asset.
ABOUT UPWARD CORPORATION
Guided by its purpose to “unlock the creativity of field workers and accelerate the growth of businesses and society,” UPWARD, Inc. provides AX services specifically designed to address the challenges faced by field workers who visit client sites and create value through in-person interactions with customers. By leveraging technology to create an environment where workers can perform their duties using just a mobile device, the company aims to build a world where people can thrive regardless of their location or circumstances.
Company Profile
Company name UPWARD Co.
Location 26F Marunouchi Eiraku Building, 1-4-1 Marunouchi, Chiyoda-ku, Tokyo
Representative Ryusuke Kaneki, CEO and Representative Director
Year Established July 2016
Capital 100 million yen
Business Activities: Development and provision of the field sales AI agent "UPWARD"
Press contact
UPWARD Co., Ltd. Corporate Headquarters, PR Team
Tel: 03-6897-3683
Mail pr@upward.jp
The names of the companies mentioned in this document are the registered trademarks or trademarks of their respective owners.
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