[August 20 (Thu) UPWARD Presentation] A Must-See for Sales Department Heads and digital transformationAdvocates! Designing Natural Data Utilization to Prevent SFA from Becoming a Formality
At the free conference “SFA Success Summit 2026,” we’ll explain a system that automates SFA data entry for field sales and transforms sales knowledge into an organizational asset.
UPWARD Co., Ltd. (Location: Chiyoda-ku, Tokyo; Representative Director and CEO: Ryusuke Kaneki; hereinafter “UPWARD”) will participate as a co-host in the online conference“SFA Success Summit 2026: Don’t Stop at SFA Implementation—The Cutting Edge of Utilization That Delivers Results,” organized by SALESCORE Co., Ltd. (Headquarters: Shibuya-ku, Tokyo; Representative Director: Takahito Nakauchi; hereinafter “SALESCORE”).
On the day of the event, Koji Wakizumi, our Executive Officer and Head of the Sales Division, will take the stage. Under the theme “Why Does ‘Unused SFA’ Happen? — How to Create a Data Utilization System That Naturally Drives Field Operations,” he will explain practical approaches for overcoming the structural issues that hinder the adoption of data entry among field sales teams and for transforming on-the-ground sales knowledge into “organizational data assets.”
A Practical Approach to Eliminating the Burden of SFA Data Entry and Transforming It into Natural On-the-Job Behavior
While the adoption of SFA continues to grow, many companies face common challenges regarding its utilization and adoption, such as “data not being entered” or “the system remaining merely a reporting tool.” In particular, in field sales environments that involve travel and client visits, the act of opening a laptop to enter data often becomes a burden in itself, making it easy for SFA to become little more than a formality.
With the overarching theme of “How to Leverage SFA to Drive Results,” this conference will bring together experts at the forefront of sales transformation and specialized companies from various fields. As part of the event, UPWARD will host a session focused on “Data Entry Challenges Unique to Field Sales.”
We will unravel the structural reasons why field sales teams avoid entering data into SFA systems and explain practical approaches for generating results from SFA while reducing the burden of data entry through the use of smartphones and behavioral data.
Recommended for this type of person
- Those responsible for implementing SFA and managing daily reports and sales opportunities, including heads of sales planning and sales departments, sales enablement specialists, members of the information systems department, and in-house digital transformationpromoters
- For those who feel that the field data entered into the SFA system has become merely "for reporting purposes" and has lost its practical value
- For those who feel that top-performing sales reps rely solely on their own know-how and that knowledge sharing is lacking
Overview of Our Session
Title: Why Does “Underutilized SFA” Happen? — How to Create Data Utilization That Naturally Drives Frontline Operations
Date and Time: Thursday, August 20, 1:50 PM – 2:10 PM
Format: Online (Free to attend)
Registration: https://dx.upward.jp/4wMKivy
speaker
UPWARD Co., Ltd. Executive Officer and General Manager of the Sales Division
Kojin Wakizumi
A graduate of Kansai University. After working in retail sales at a major securities firm, he joined UPWARD in 2020. As a top salesperson, he has built a strong track record, including setting a new annual sales record in the small and medium-sized enterprise segment. In 2025, he became the youngest-ever Head of the Sales Division. In addition to driving sales strategies, he is leading organizational reforms to maximize results.
Event Overview
Event Name: SFA Success Summit 2026—Don’t Stop at SFA Implementation: The Cutting Edge of Utilization That Delivers Results
Date and Time: Thursday, August 20, 2026, 1:00 PM – 3:30 PM
Format: Online(You may join or leave at any time)
Admission: Free
Organizer: SALESCORE Co., Ltd.
Co-organizers: UPWARD Co., Ltd., SalesNow Co., Ltd., TerraSky Technologies Co. , Ltd.
Registration: https://dx.upward.jp/4wMKivy
Program Overview
| 1:00 p.m. – 1:10 p.m. | Opening |
| 1:10 p.m. – 1:50 p.m. | Keynote Speech: “ ” (Ms. Yukari Kuramoto, Executive Officer and CPrO, Persol Holdings Co., Ltd.) |
| 1:50 PM – 2:10 PM [UPWARD Presentation] | Why Does “Unused SFA” Happen? — How to Create a Data Utilization System That Naturally Drives Frontline Operations |
| 2:10 p.m. – 2:30 p.m. | Triple Your Deal Conversion Rate: How Top-Performing Organizations Use SFA Data—Discover Winning Sales Strategies with AI (SalesNow, Inc.) |
| 2:30 p.m. – 2:40 p.m. | Break |
| 2:40 p.m. – 3:00 p.m. | Why Is That Company’s SFA a “Weapon,” While Ours Remains Just a “Reporting Tool”? (TerraSky Technologies, Inc.) |
| 3:00 p.m. – 3:20 p.m. | Beyond “Just Close the Deal”—The Science of Sales Execution: Creating a Rhythm for Action (SALESCORE, Inc.) |
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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