Preview release of "UPWARD INSIGHT," an AI-powered outside sales and door-to-door sales digital transformation promotion product

(LOCATION: MINATO-KU, TOKYO; PRESIDENT AND CEO: RYUSUKE KANEKI) HAS RELEASED A PREVIEW VERSION OF "UPWARD INSIGHT," WHICH VISUALIZES THE ACTIVITIES OF INDIVIDUAL SALES REPRESENTATIVES AND SUGGESTS THE NEXT ACTIONS TO BE TAKEN BASED ON ACCUMULATED DATA.

BACKGROUND OF "UPWARD INSIGHT" DEVELOPMENT

TO REALIZE STRATEGIC SALES VISITS, WE OFFER "UPWARD," A DIGITAL TRANSFORMATION OUTBOUND AND INBOUND SALES PROCESS. UPWARD INSIGHT" UTILIZES AI/MACHINE LEARNING TO IDENTIFY POTENTIAL CUSTOMERS WHO DO NOT HAVE A HIGH SALES TRACK RECORD BUT HAVE HIGH POTENTIAL TO CLOSE A DEAL, AND WHO ARE TRULY "THE RIGHT CUSTOMERS TO GO TO. THIS WILL SUPPORT SALES REPRESENTATIVES IN APPROACHING STRATEGIC VISITATION ACTIVITIES TO THE "DESTINATIONS" WHERE THEY REALLY "SHOULD" GO.

FEATURES OF UPWARD INSIGHT

• Extract potential blue-chip customers.

USING AI/MACHINE LEARNING, THE SYSTEM IDENTIFIES POTENTIAL QUALITY CUSTOMERS BASED NOT ONLY ON CRM INFORMATION AND ACTIVITY RESULTS, BUT ALSO ON UPWARD INSIGHT USERS' GEOGRAPHIC AND DEMOGRAPHIC INFORMATION.

• Suggest the next action to be taken for each sales representative.

Visualize the "activity status" of each sales representative and display "actions to be taken next" in an easy-to-understand dashboard.

• Support sales managers in their work and perform more value-added tasks.

AS DESCRIBED ABOVE, BY PRESENTING "ACTIONS TO BE TAKEN NEXT" FOR EACH SALES REPRESENTATIVE IN AN EASY-TO-UNDERSTAND UI, SALES MANAGERS CAN INVEST THEIR TIME ANALYZING SALES ACTIVITY DATA AND GIVING INDIVIDUAL INSTRUCTIONS TO EACH SALES REPRESENTATIVE IN MORE CREATIVE WORK.

• Target values can be set automatically.

The system automatically sets targets based on past activity and annual sales targets, and allows comparison of deviations from actual results. This allows sales representatives to act based on clear goals and develop effective sales activities.

• We will present you with visits that will increase your sales by visiting them.

It presents a list of customers that can be visited to increase sales in a list format. In addition, it can be visualized on a map.

AKIHIRO KADOHATA, CTO, UPWARD CORPORATION COMMENTS

We have been developing AI-based functions based on the concept of increasing the efficiency of field sales and enabling them to focus on more creative work. We will continue to promote development for further advancement to provide higher value to our customers. For more information on the background and details of UPWARD INSIGHT development, please check out the note article. UPWARD official NOTE: https://note.com/saas_technology/n/na9f9cb8c0236

UPWARD INSIGHT" PREVIEW VERSION

UPWARD INSIGHT" IS AVAILABLE FOR A LIMITED NUMBER OF CUSTOMERS FOR A FREE TRIAL PERIOD. CUSTOMERS WHO WISH TO USE THIS SERVICE SHOULD CONTACT OUR SALES AND CUSTOMER SUCCESS REPRESENTATIVES.