Watch a Free Demo Free Demo Download Materials (Free)Download Materials

Do not have the sales team enter data into Salesforce or
.

Sales reps only need to tap once.
The AI agent automatically handles visits, meetings, phone calls, business cards, and photos. log.

Watch a Free Demo Download materials for free

Salesforce Japan Partner Award

2025 Award

Regional Best Partner of the Year - AppExchange -

Retention Rate

99%

Salesforce Partner Available on AgentExchange

We’ve specialized in field sales for 10 years. Our solutions continue to be used by major corporations and financial institutions.

Asahi GroupAsahi Life InsuranceMTGOptageOrion BeerGakkenKubotaKurehaKDDIEzaki GlicoNippon LifeSan'in Godo BankKokuyoSankyo TateyamaSansei LandicSunmedixShizuoka BankJacksCentury 21Centcare Holdings
All Japan Federation of Health Insurance AssociationsDaihatsu Motor Co., Ltd.Daiwa House IndustryTosoNisshin Medical FoodsNippon KarmicNippon TechnoNoritzFrance BedProto CorporationPayPayMonex SecuritiesMitsubishi FusoRyukyu BankRinnaiPanasonicJMS

log: Are you still entering your sales meetings manually?

That is why Salesforce isn't "used" within the company.

  • ✕
    I'll enter everything at once when I get back to the office.

    It's a lot of work to enter the data, so it tends to get put off. This results in sacrifices in both accuracy and time.

  • ✕
    Transcribing notes or manually creating summaries of business meetings

    Transcribing and summarizing take up so much time that I can't focus on my core sales activities.

  • ✕
    Find and link photos from a folder

    It takes time to find them, and the quality of logvaries.

logI'm spending too much time on this,
and can't focus on my core business activities...
An illustration of a sales representative whose time is taken up by data entry, transcribing notes, and searching for photos after returning to the office

Just visit
to automatically sync with Salesforcelog.

Maximize sales productivity with zero data entry.

The process from when a sales rep on a visit starts recording with their smartphone, through AI automatically detecting the recording and log, to when it is automatically saved to Salesforce
  1. The sales representative who arrived at the client's office1. Visit
  2. Screen of a business meeting being recordedRecord with just two taps
  3. An illustration of UPWARD's AI detecting and log3AI automatically detects and— log
  4. Image automatically saved to Salesforce4. Auto-save to Salesforce
  1. 1. Visit

    I arrived at my destination with my smartphone in hand.

  2. 2AI detects— log

    AI automatically detects events and records audio, notes, and location data at log.

  3. 3. Save to Salesforce

    logIt remains in Salesforce as is and can be shared with the team.

＋60%

Tosoh Corporation

Within two months of implementation, the number of activity entries increased by approximately 60 percent. The number of reports submitted after 5:00 p.m. was cut in half.

2.0倍

Nippon Liquor Co., Ltd.

The number of activity entries has roughly doubled in six months. We’ve also eliminated the administrative tasks associated with business cards.

All logare automatically processed on
and app.

field sales representativesThe eyes, ears, mouth, and feet.
An AI agent that logall information.

Sales transformationduring the Agentforce era: Based on field data from
.

To make the most of Agentforce, it’s essential to have a database of daily sales activity data.
Based on field data collected by UPWARD, Agentforce provides recommendations on client visit priorities, proposal document creation, and next steps.

Field Sales

Visits, business meetings, exchanging business cards, etc.
Daily sales activities

UPWARD

Automatically retrieve and store field data at

Agentforce

Clients Visited, Proposal Materials,
, Proposed Next Steps

Salesforce

Aggregate and store sales data at

Agentforce's proposal drives the next visit.

When field data is received, the
agent's response changes.

The AI cannot provide answers for data that hasn't been entered.

In your assigned area, are there any customers you haven't visited in a while?
Business partners who have not visited login the last 90 days12社Yes, there are. Three of them have ongoing business negotiations.
  • ◯◯ Manufacturing — Last Visit: 118 days ago / Negotiations in Progress
  • △△ Industries — Last Visit: 96 days ago / Negotiations in Progress
Visit History Automatically Generated from UPWARD Location Data
Plan the order in which we'll visit those three companies tomorrow.
Including travel time9:30 a.m. departure; 5:10 p.m. return to the officeYou can arrange them this way. You can place two adjacent, non-contacting companies between the three companies.
  • 9:30 Departure → 10:20 ◯◯ Manufacturing (60 minutes)
  • 11:45 △△ Industries (60 min) / 1:30 p.m. □□ Construction
Route Optimization with UPWARD Travel Time
What proposals have you made to ◯◯ Manufacturing so far?
In our last four business meetings, the topics of bringing forward the renewal schedule and expanding the initiative to other locations have come up repeatedly. During the last meeting, the other party’s IT director asked whether collaboration would be possible, but we have yet to respond.
Transcription of UPWARD Sales Meeting Audio + Business Card Data
What are some projects that seem to be moving forward but aren't actually making progress?
There are seven sales opportunities where the number of visits is above average, yet the stage has not advanced for more than 60 days. Of these, we have not met with the decision-maker even once in five cases.
UPWARD Visit History × Sales Meeting Stage × Meeting Participant

* The sample conversations are for illustrative purposes only to explain the features. Actual responses and the number of responses may vary depending on the customer's data.

When working on-site,
how much can I delegate?

From business negotiations at logto planning visits and updating Salesforce.

Comparison Criteria UPWARD
: An AI Agent for Field Sales Reps		 Company A Business Meetings: logAI:
(In-person or online)		 Company B
Enablement		 Company C Field Operations
Mobile app
Conduct business negotiations at log
Recording Business Meetings and AI Summaries○○○△
Design Tailored to Salesforce's Custom Fields○○××
Masking Personal Information During AI Processing△ Customization available○△×
Online Business Meetings log△ Customization available○○×
Used on field sites
Automatic Visit Detection (Location Data)○××○
Importing Business Cards, Photos, and Forms○××△
Automatic Call History log○×××
Visit Planning and Route Optimization○××○
In areas with unstable connectivity, log○××○
Embed it within the organization
Sales Training and Enablement△×○×
Support for Implementation and Adoption○○△○

Company A = Business Meetings logAI (In-Person/Online) / Company B = Sales Enablement / Company C = Mobile Field Operations app

Because it runs on the Salesforce platform,
it delivers results and continues to be used.

A 5-Minute Service Overview

Integration with Salesforce: What Is “UPWARD,” the AI Agent for Field Sales Reps?

We will send the materials to the email address you provided during registration.
By submitting this form, you are deemed to have agreed to our Privacy Policy.