Download info pack
You can download the documents from the e-mail sent to you after filling out the form.
How do I make clear of "sales digital transformation?"
Many companies are now implementing CRM and SFA to achieve sales digital transformation. However, when we look at the actual sales process, it becomes clear that there are many pitfalls. Please take a look at this map before you become "this is not how it was supposed to be...".
Map of Sales DX Pitfalls
I had heard
that data linkage was easy!
Valley of data division
I have customer data in my CRM,
but I can't link it to their MA tool...
Do I have to manually update
the data every day to link it?
Both data entry and analysis
are too difficult for us!
CRM dungeon
I put in CRM because I heard it was easy,
but it's too difficult to operate and I don't know what's right or wrong...
I can't use it unless it's more intuitive!
I was supposed to be able
to get out of the daily hell!
Data Entry Swamp
Endless hell of typing that never ends after work...
I wish I could at least type on my phone.
I can't wait to get out and go home!
Your predecessor's data
is nowhere to be found!
Sleeping Data Forest
The past business meeting history that lies in pieces in various systems and tools ...
This is not a good way to take over the work!
A lot of customer data was
supposed to be collected here!
Barren CRM desert
I tried to analyze the data,
but nothing was entered...
Oh, maybe I'm the only one logged into CRM?
I thought I could eliminate
the monopoly on information!
The only map in the world
Seniors, please, please,
please enter your information into CRM...
As long as you're writing it down on paper maps and notebooks,
this adventure will never end!
How to start a Sales DX without falling into the pitfalls
MAP OF PITFALLS IN SALES DIGITAL TRANSFORMATION - STRATEGY
Why UPWARD can make your Sales DX work
Fact!
Of the companies that use CRM/SFA,
those leaving sales records are
those leaving sales records are
Only a little more than 30%!
The number one reason for not leaving
records in CRM/SFA is,
records in CRM/SFA is,
"It takes
a lot of time and effort to enter data"
a lot of time and effort to enter data"
UPWARD automatically records visit history
with its patented stay detection function.
It is a DX tool that the field uses more and more
with its patented stay detection function.
It is a DX tool that the field uses more and more
because it does not require time-consuming sales reports!
Companies that have succeeded in sales digital transformation with UPWARD
▶ Manufacturing
▶︎ offers farmers nationwide
sales and maintenance of farm machinery and
proposals for farm management
▶︎ offers farmers nationwide
sales and maintenance of farm machinery and
proposals for farm management
No more lugging around thick map books and catalogs, or writing
information on printed maps to manage
ment.
▶︎ Retail
▶︎ Sales sales of kimono and kimono accessories
▶︎ Sales sales of kimono and kimono accessories
We searched for a tool that would be easy to handle even for veteran employees that would allow for easy reporting via smartphone, and we found UPWARD.
▶︎ Medical welfare
▶︎ Home nursing service users
New sales to acquire
& route sales
▶︎ Home nursing service users
New sales to acquire
& route sales
The efficiency of the map visits and the reduction of the paperwork burden
has allowed us to visit more than 350 offices each month and each business 1-2 times each month.
▶︎ Retail
▶︎ Retail sales of health foods and quasi-drugs
retail sales of health foods and quasi-drugs
▶︎ Retail sales of health foods and quasi-drugs
retail sales of health foods and quasi-drugs
Everything related to outside sales, such as visit planning, entering notes during visits, daily reports, visit retrieval, etc., is completed in UPWARD.
Users from a wide range of industries, especially major corporations
Strategies to Clear Sales DX
Map of Sales DX Pitfalls -Playing Guide-
A more thorough explanation of the failure patterns that companies engaged in sales DX tend to fall into and how to avoid those failures!