UPWARD Launches “Field Sales 360 (FS360),” a Support System Designed to Guide Field Sales Account Executives to Achieve Results

~Bringing together specialized expertise focused on field sales, we provide comprehensive support—from the development, implementation, and adoption of AI agents to their integration into business strategy~

UPWARD Inc. (Headquarters: Chiyoda-ku, Tokyo; Representative Director and CEO: Ryusuke Kaneki; hereinafter “UPWARD”) has launched “Field Sales 360” (hereinafter “FS360”), a framework designed to support AI Transformation (AX) in field sales for companies that rely on customer visits as their primary sales channel.FS360 combines AI agents specialized in field sales with hands-on support services provided by a dedicated team to comprehensively support clients in implementing fundamental sales reforms.

Background: AI Is Moving from the "Implementation" Stage to the "Delivering Results" Stage

UPWARD has supported numerous companies across various industries that employ field sales teams. Through this experience, we have developed expertise in designing and managing workflows.

Since field sales always involve physical travel, there is a limit to the number of customer visits that can be made in a day, and “who to meet and when” is key to achieving results. However, in many cases, the primary information used to make these decisions—such as past log details from in-person or phone conversations—is not structured or treated as a corporate asset. As a result, even when companies try to leverage AI, they often lack the necessary data to do so effectively.

With FS360, we provide a one-stop solution that automatically collects this primary information using AI agents specialized for field sales, and helps companies systematize and embed the use of that data as a corporate asset so it can be easily utilized in the field.

The Big Picture of FS360: AI Agents × Professional Services

FS360 Feature #1: AI Agents That Support Work Sites Across Various Industries and Business Types

UPWARD’s strengths lie in its AI agent functionality—which is specifically designed for field sales and leverages proprietary location-based technology—and in its UI/UX, which is meticulously designed for ease of use in the field.

• log on Detection of Presence at Visited Locations (AI Check-in)
  — Automatically records the fact that a visit took place without requiring user input.
• Digitizing Image Data (AI Scan)
  — Simply scan handwritten contracts, business cards, and other documents on the spot to structure the information and automatically register it in your CRM.
• Automatic Recording and Summarization of Business Meetings (AI Meeting Minutes, AI Call Analysis)
  — Summarizes the content of conversations and automatically logs it into your CRM system.
• Automatic Generation of Optimal Area Sales Strategies and Visit Plans (AI Scheduler, AI Map)
  — Based on accumulated data, the system visualizes priority visit locations and recommended actions on a map and automatically generates an optimal visit schedule.

These AI-powered products can be customized to meet the specific needs of each industry, business type, and company, in addition to offering standard solutions.

FS360 Feature #2: Professional Services to Lead Your Sales Organization to Success

Professional Services is a package designed to help customers maximize their sales results, delivered by a specialized team well-versed in the unique business practices of field sales and the characteristics of various industries, thereby shortening the time it takes to achieve results.

Our support services consist of three areas: “System Design and Initial Implementation,” “Operation, Maintenance, and Stabilization,” and “Expansion and Results Generation.” We offer the optimal combination of services from our extensive menu.

We also handle implementation tasks such as Salesforce setup, customization, and integration with core systems. Since our team—which understands field sales operations—manages the entire process from design to implementation, we can build a system tailored to your business needs rather than forcing your operations to fit within the constraints of standard features.

For example, we can accommodate the following specific requirements:

• Use AI to scan large volumes of contracts and custom application forms in PDF format, then automatically convert the data into CSV files or import it into Salesforce
• Two-way integration between Slack and Salesforce. In addition to system notifications and data entry from the field, users can issue natural-language commands to the bot to perform tasks ranging from data verification to summarization.
• Building an advanced data aggregation and analysis environment—which is difficult to achieve with standard Salesforce features—and creating custom dashboards
• Developing app that go beyond standard pricing options, and building complex automation workflows
• Data integration with existing core systems using APIs and batch processing

*Please note that we will provide a customized quote for the duration and cost after defining the requirements.

You can also watch a video overview of the system.