STRENGTH

Why We're the Top Choice

Here are five reasons why UPWARD continues to be the top choice for sales transformation initiatives.

Download the materials

Reason 01

Specializes in supporting field sales organizations.

For the past 10 years, we’ve focused on face-to-face sales. UPWARD is built on our expertise in understanding the best approaches for each industry and sector, as well as the unique strategies specific to field sales, as detailed at
.

The Field

A day in the life of a field sales rep is a constant cycle of traveling and making client visits.

Transforming field sales requires a system optimized for field sales—one that isn’t based on desk work.

A sales representative driving a company car while wearing a seatbelt in the driver's seat
A sales representative walking through the city while looking at their smartphone
A sales representative conducting a business meeting with a client at the office
A sales representative talking with a colleague while pointing at a large map on the wall of a conference room

Most of my day is spent traveling and making visits

Increased opportunities for dialogue with customers and enhanced value directly translate into results.

Smartphones are the primary devices

I'll use the computer once I'm back at the office.

Both shadowing and on-the-job training are physically difficult.

Managers rarely have the opportunity to visit the worksite, so their guidance tends to rely on reports and memory.

Maps Become a Key Strategy

Selecting destinations and optimizing travel routes are important.

Field Fit

UPWARD is designed to reflect the realities of field work.
That’s why data accumulates naturally.

Designed for Field Work Integrates with existing CRM (no replacement required) Can be used as a standalone solution even without a CRM system
I'll enter the data during my free time after a business meeting at my desk.
loging while on the move between client visits
Business meetings take place either online or in a conference room.
Business discussions often end up being casual conversations while standing.
View Customers as a "List"
View Customers Through a "Map"
Conducting on-the-job training by recording web conferences or participating in them
Activities often take place outside the coverage area, making it difficult to retain log.

In Section 02, “Product Design,” we’ll provide a detailed explanation of UPWARD’s products, tailored to real-world conditions.

Reason 02

Product Design That Ensures Continued Use in the Field

UPWARD is designed to accommodate the realities of field work, rather than being based on desk-based work.
Its patented presence detection technology supports a system where logis retained without any user input.
With a mobile-first UI/UX, you can complete all data entry, reporting, and verification directly on your smartphone.

  • Patent No. 6864771 | Patent Regarding Automatic Detection of " log"
  • Patent No. 7745145 | Elastic Geofence AI (Optimizes Detection Accuracy for Each User)
  • Patent No. 7861247 | Patented Technology for Digitizing Face-to-Face Business Meetings

Product

A Day in the Life of a Sales Rep: The Product by Their Side

From before the visit to after the visit, sales activities are a continuous process.
Here are some features designed to support you throughout the day.

Before Your Visit | Decide Where to Go

You can decide "where to go today" based on data, not just a hunch.

  • Customer Mapping Feature Plot assigned customers on a map to visualize areas that have not yet been visited.
  • AI Scheduler It suggests a daily schedule based on potential visit locations and travel times.
  • Route Search & Nearby Search Find customers you can visit while on the go, and turn your free time into sales visits.
  • Integration of Customer Records and Industry Maps Gain an understanding of the client’s current situation and past history in just a few dozen seconds before your visit.
The map screen in UPWARD. Assigned customers are visualized as color-coded circles on the map, making it easy to see at a glance which locations to visit and which areas are still unvisited.
Customer Mapping Feature | Visualize Your Assigned Customers on a Map

Visiting | Go to logwithout entering anything

logThis means you don't have to stop to deal with that, so you can spend your time on the business meeting itself.

  • Automatic Detection of Stay log(Patented Technology) Automatically detects when you arrive at your destination and sets it as the starting point for your activity log.
  • AI Meeting Minutes Summarizes conversations during business meetings and saves them directly as activity logs.
  • AI Business Card Scanning · AI Image Scanning Whether it’s business cards or on-site signage, simply take a photo to convert them into digital data.
  • Voice Input Just speak while on the go, and your report is saved.
The activity report screen for UPWARD Mobile ( app). The business partner and subject are filled in automatically, and you can use voice input to enter text in the description field ( log).
UPWARD Mobile app| Activity Report from the Visit

After the Visit | Share and Turn It into Your Next Move

This reduces the amount of reporting work required after returning to the office, and each individual activity becomes an asset to the organization.

  • Auto Call log Automatically logs calls with customers in the activity history.
  • Easy Reporting & Management Enter only the necessary information with the fewest possible steps.
  • Dashboard Compare activity levels and results on the same screen.
  • Push Notifications and Chat Integration Share insights from the field with the organization in real time.
  • Automatic Aggregation into CRM Register visit data in systems such as Salesforce and Microsoft Dynamics 365.
UPWARD's business process dashboard. The number of leads generated, the number of outreach attempts, the number of concrete sales opportunities, the number of closed deals, and the respective conversion rates are all displayed on a single screen.
Dashboard | Activity and Results on a Single Screen

View a list and details of each feature

Reason 03

We'll stay by your side until you see results.

We don’t just deliver a product and call it a day. Our IS team handles the launch, while our GS team ensures adoption and drives results.
Our specialized teams will work alongside you every step of the way until you achieve your goals.

Field Sales 360

Comprehensive Support for Field Sales

This framework provides integrated support for both field sales operations and the sales organization as a whole.
With products that support field operations and professional services that guide the organization, we provide comprehensive support to drive transformation—from initial implementation to operational adoption.

  • Product Domain: Supporting the Front Lines
  • Automatic Data Entry and Visualization
  • Action Plans and Travel Optimization
  • New Business Development and Market Expansion Through a Strategic Approach
  • Professional Services for Organizational Leadership
  • System Design and Initial Implementation
  • Operation, Maintenance, and Adoption
  • Expansion and Results Generation
An overview of Field Sales 360. With Field Sales 360 at the center, the right half (blue) features the three elements of the product domain that support field operations (automatic data entry and visualization /Action Planning and Travel Optimization / Strategic New Business Development and Channel Expansion) and six AI functions are arranged in a circular pattern on the right half (blue). On the left half (coral), the three elements of the Professional Services domain that guide the organization (System Design and Initial Implementation / Operations, Maintenance, and Adoption / Expansion and Results Generation) and five support options are arranged in a circular pattern.
Product Domain: Supporting the Front Lines Professional Services Division: Guiding the Organization
Supporting the Front Lines

Product Area

A suite of AI features tailored to field sales routes. Data is automatically collected, and the system shows you where to go next.

  • Automatic detection of stay log
  • AI Meeting Notes
  • AI Image Scanning
  • Auto call logging
  • AI Scheduler
  • Customer mapping function
Leading an Organization

Professional Services Sector

The right support, at the right time. Our team of experts will work alongside you every step of the way—from initial setup to implementation and through to achieving results.

  • Standard Initial Setup Service
  • Development of Advanced Custom Requirements
  • Fast Operational Improvements and Configuration Services
  • Designing the Process for Achieving Results
  • Sales Transformation Through AI

As the industry changes, so do the necessary configurations and operational rules.
We tailor our proposals to each company’s specific needs and provide support for implementation.

Field Sales 360’s comprehensive industry-specific solutions. An illustration showing sales representatives using UPWARD on the job in four different industries: regional banks, food and beverage manufacturers, home equipment, and real estate.

Field Sales 360

Regional Bank

Field Sales 360

Food and Beverage Manufacturer

Field Sales 360

Home Appliances

Field Sales 360

Real estate

Professional Services

Supporting Organizational Transformation

Many of the factors hindering the adoption of systems in sales operations stem from a lack of one or more of the following.

Objectives, KPIs, Implementation Structure, Operational Rules, Training, and Configuration Development

UPWARD’s Professional Services fills in the missing pieces to help you achieve results.

IS Implementation Service Responsible for the launch
GS Growth Service Drives Retention and Results
IS Implementation Service

Set up the infrastructure that fits your business in the shortest possible time

Scope of Work | System Design and Initial Implementation

We keep customization to a minimum while ensuring both a quick start and successful adoption. Dedicated product managers and engineers lead the effort.

  • Standard Initial Setup Service We build your infrastructure using packages that meet your business requirements, at a low cost and with a short turnaround time.
  • Advanced Custom Development We provide customized solutions to meet each company’s unique requirements, such as integration with core systems.
GS Growth Service

Transform operations into sustainable practices and support clients every step of the way until they achieve results

Stages Covered | Operation, Maintenance, and Adoption

Whether you want to “make better use of data on the front lines” or “set KPIs,” we provide the knowledge and resources tailored to your specific situation and needs.

  • Support for Sustainable Adoption | Designing a "Roadmap" to Results and Providing Ongoing Guidance Designing implementation frameworks, translating objectives into performance metrics, establishing operational guidelines, providing training, measuring effectiveness, and delivering regular reports, among other services.
  • Operation and Maintenance | We Handle All Technical Configuration for You We handle your daily configuration tasks to accelerate operational improvements.

Overview of Support System (Growth Stage × Support Options)

01System Design and Initial Implementation02Operation, Maintenance, and Adoption03Expansion and Results GenerationStandard Initial Setup Service高度な個別要件開発スピーディーな運用改善・設定代行成果創出までのプロセス設計業務要件に合わせたパッケージを使用した低価格 × 短納期での基盤構築基幹システムとの簡易連携SPOTAdvanced AI Image AnalysisSPOTSlack Integration and Bot DevelopmentSPOTConsultation with an implementation support specialist regarding operational concerns / Delegation of daily configuration tasks専任の活用支援担当者による業務変革に向けた伴走支援(KPI設計と可視化/運用ルールの策定/マネジメント向けトレーニング/効果測定と改善施策の立案)

*The support options and combinations listed here are just a few examples. We will provide personalized recommendations based on your specific situation.

Reason 04

Implementation Track Record and Retention Rate

It is used in face-to-face sales settings—including route sales, new business development, and promotional campaigns—across all industries and business types.

99%
Contract Renewal Rate

This will help ensure that its use becomes established, providing support ranging from day-to-day operations to organizational transformation.

*Contract renewal rate as of July 2026.

Examples of Results Achieved by Companies That Have Implemented Our Solution

Advertising and Information and Communications Industry

Proto Corporation

  • 40 percent Reduced "non-sales" man-hours
  • 1.5 times Achieved sales activity targets
  • Halved Overtime Hours
View Case Studies

consumer goods

Tosoh Corporation

  • Approximately 60% increase Number of Activity Entries (2 months after implementation)
  • Halved Number of reports after 5:00 p.m.
View Case Studies

Trading Companies and Wholesalers

Nippon Liquor Co., Ltd.

  • Approximately double Number of activity entries (half-year)
View Case Studies

Real Estate Industry

Akira Co., Ltd.

  • 2 times Number of Activities
  • Record-High Sales Sales Efforts That Drove the Record-High Revenue digital transformation
View Case Studies

Manufacturing

Kubota Corporation

  • All 13 companies Implemented at domestic sales subsidiaries
View Case Studies

Financial Industry (Regional Banks)

The Bank of the Ryukyus, Ltd.

  • Visualization on a Map Map customer information to streamline field sales
  • A Shift in Mindset Toward an organization where efficiency proposals arise spontaneously from the front lines
View Case Studies

View a list of case studies

*All figures are examples of results achieved by companies that have implemented UPWARD and do not guarantee similar results.

Reason 05

Reliable Security

It is the preferred choice for environments with high security standards, such as financial institutions and major manufacturers.

Security

You can entrust your field data to us with confidence

Obtained ISMS (ISO/IEC 27001) Certification

We have obtained certification for the international standard ISO/IEC 27001 for Information Security Management Systems (ISMS). We also comply with the ISO/IEC 27017 and 27018 standards for cloud security.

Processing Locally; Do Not Train Generative AI

AI analysis is processed within Japan, and
offers an opt-out setting that prevents data from being used to train generative AI.
We ensure that on-site information is not leaked to external parties.

Integration with a proven CRM platform

Integrates with enterprise platforms such as Salesforce and Microsoft Dynamics 365. It has been implemented by financial institutions and other companies with high security standards.

ISMS Certification Mark (ANAB/BSI/ISMS-AC)

Information Security Management System (ISMS) Certification | Registration No. IS 631188 (Certification Body: BSI Group Japan) / Regularly Conducts External Penetration Tests

If you'd like to learn more about UPWARD, please review the materials to get an overview of Field Sales 360.

FAQ

Frequently Asked Questions

Based on the "Reasons to Choose Us," we’ll answer some frequently asked questions.

On Retention at the Worksite

The field staff aren't entering the data, but would that change if we used UPWARD?

UPWARD is designed not to “force users to enter data,” but rather to ensure that “ logs are preserved even without manual entry.” The app uses patented technology to automatically detect visits, captures photos of business cards and posted materials, and records business meetings via audio or AI-generated minutes. This design, which minimizes the need to stop and enter data at log, is why it continues to be widely used by field sales representatives.

How is this different from an SFA system with a map feature?

Maps are just one tool. What UPWARD is designing is the entire flow of a day spent out in the field—where “ log” and “Share,” which remain even without specifying or entering a destination, are linked to the same data. This level of refinement is possible precisely because we’ve specialized in fieldwork.

We have sales offices nationwide and deal with a wide range of industries—can you handle this?

We can handle this without any issues. We will develop an integrated solution—including systems, infrastructure, and products—tailored to your industry, business model, circumstances, and requirements. We can also accommodate specific requirements through custom development.

Some of our members are not familiar with using smartphones.

UPWARD features an intuitive user interface and a system that doesn’t rely on user input—instead, it automatically detects when someone is present and captures logthrough voice and video—making it less dependent on the user’s level of proficiency. We can also assist with establishing operational guidelines and designing training programs.

About Companion Support

I'd like to continue using my existing CRM/SFA—can it be integrated?

UPWARD integrates with Salesforce, Microsoft Dynamics 365, and other systems. By using UPWARD in conjunction with your current CRM, field data will be automatically aggregated. We also offer a pricing plan for customers who have already implemented a CRM, so please feel free to contact us for more information.

Will implementing the system change the sales organization?

While you can certainly make full use of the product on your own, designing objectives and KPIs, establishing operational rules, and setting up an implementation framework can be challenging for customers to handle alone due to limited resources and expertise. Our Professional Services (IS and GS) teams provide support in these areas and work alongside you to ensure early adoption and drive on-the-ground transformation.

Are the Implementation Service and Growth Service fixed packages?

From standard initial setup services to custom development, operational improvements and configuration support, and KPI design and ongoing guidance, we offer flexible solutions tailored to your needs from our extensive range of services.

Security and Patents

Our company has strict security standards. Can we implement this?

We have obtained certification for the international information security management standard ISO/IEC 27001 (Registration No. IS 631188 / Certification Body: BSI) and are also compliant with the cloud standards ISO/IEC 27017 and 27018. AI analysis is processed within Japan, and we offer an opt-out setting that prevents generative AI from learning from the data. Our solution has been adopted by numerous financial institutions and major manufacturers with particularly stringent security requirements, so please feel free to contact us for more information.

It says "patented technology"—how is this different from other companies?

We have obtained patents for technologies such as a system that automatically detects when a user is at a visited location (Patent No. 6864771), Elastic Geofence AI, which optimizes the detection range for each user (Patent No. 7745145), and technology that digitizes data from in-person business meetings (Patent No. 7861247).UPWARD’s uniqueness lies in its ability to deliver a mobile experience that combines location data and AI to “leave a logwithout requiring user input.”

For help with transforming your field sales organization, please contact UPWARD.

We provide proposals tailored to your specific industry, sector, and circumstances.

03-6897-3683 Hours: 10:00 a.m. to 5:00 p.m. (excluding Saturdays, Sundays, holidays, and the year-end and New Year holidays)