Even though the tool installed, but
but the results .

Some things just don’t work with tools alone. UPWARD’s Professional Services solve three common stumbling blocks: undefined KPIs, a lack of action on the ground, and systems that don’t fit your needs.

An illustration showing a representative and a dedicated customer success specialist reviewing a dashboard displayed on a laptop during a meeting
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Salesforce Japan Partner Award 2025 “Regional Best Partner of the Year – AppExchange –”

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*The "Free Assessment" is available only to customers who are already using UPWARD.

  • 10年

    Specializing in Field Sales

  • 450社

    Installation Track Record (Approx.)

  • 99%

    Retention Rate

There are usually specific reasons why results aren't being achieved.

Where you stop depends on your perspective.

  • Field Sales

    An illustration showing a single employee deep in thought, with other company members standing vaguely in the background. It depicts a situation where the burden of the front-line work falls solely on that individual.
    Just because there's more data to enter,
    my job hasn't gotten any easier.

    → It's just for reporting purposes, so it won't continue

  • Management (Sales Manager)

    An illustration of a manager sitting in front of a laptop, holding his head in his hands, with question mark speech bubbles floating around him. It depicts a situation where he lacks the information needed to make a decision.
    I'm giving instructions based on intuition rather than numbers—

    → The player misses the shot, causing a delay in their movement

  • System Administrator (Admin)

    An illustration of a staff member sitting in front of a monitor displaying a series of graphs, looking pensive with a question mark floating above their head. This depicts a situation where the responsibility for configuration and improvements is concentrated on a single person.
    I'm the only one who can change the settings, and requests to
    just keep piling up.

    → Improvements have stalled, and we cannot account for the return on investment

We'll keep refining it until it delivers results.

A dedicated customer success representative will help you put together the best plan for your needs.

① Take effective action based on each situation

  • Field Sales

    Even if you don't enter anything, " log" remains.

    Available Menu Items

    • Review of Report Items and Screen Layout
    • Adjusting Map and Stay Detection Settings
    • Creating a Template for Activity Reports on Mobile Devices
    • Operations Training

  • Management (Sales Manager)

    We can back up our claims with numbers, not just gut feelings.

    Available Menu Items

    • KPI Development and Visualization
    • Designing Screens for Meetings
    • Training for Managers
    • Measuring Effectiveness and Reflection

  • System Administrator (Admin)

    We have the capacity to handle it in-house

    Available Menu Items

    • Outsourcing of Daily Configuration Changes and Report Generation
    • User and Permission Management
    • Lecture on Reports and Dashboards
    • Lecture on Data Import
    • Support for Administrators' Self-Directed Work

② Customize the system to meet our company's specifications

Available Menu Items

  • Customization to Suit Business Needs (Field Definitions, Screen Layouts, Map Settings)
  • Pre-Migration Assessment and Data Migration Services
  • Designing Integration with Core Systems and BI
  • Development of Specific Requirements (Workflows, Approval Processes, and Integration with External Services)

* We can assist not only with initial setup but also with restructuring after the system goes live. Since the scope of our services varies depending on the scale and requirements, please contact us for a consultation.

③ Build an AI-centered sales structure

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

We will set up the data environment needed to make the most of Agentforce.

Why Does UPWARD Deliver Results?

There’s a difference between a company that’s good at making things and one that’s good at getting them ready for use.

UPWARD Professional Services SI Provider ·
Development Vendor: Contract Development and System Integration		 Consulting
Firm Strategy and Business Design		 In-house IT Systems and Implementation Manager responsible for
Create
Custom Development Based on Requirements Specifications △ Small-scale only ○ △ ×
Integration with Core Systems and BI △ Please contact us for a personalized consultation ○ △ △
Initial Setup of Salesforce and UPWARD ○ Using a pre-built package ○ × △
Prepare it for use
Outsourcing of Daily Configuration Changes and Report Generation ○ Continuation on a monthly basis △ × △
Developing Operational Rules for the Field ○ × ○ ○
Key Considerations for Configuration Based on Product Specifications ○ Because it’s our own product △ × △
Continuing to Deliver Results
KPI Development and Visualization ○ × ○ △
Supporting managers through their behavioral changes ○ × ○ △
Applying AI to Field Operations ○ AX Consulting △ △ ×
Develop our own managers and shift back to in-house operations ○ Manager Development Program × △ △

SI firms and development vendors = contract development and system implementation / Consulting firms = strategy and business process design / In-house handling = when IT staff or project managers handle these tasks in addition to their regular duties

* This is a summary by our company of the general scope of services offered for each type (as of September 2026). ○ = Standard service / △ = Service availability depends on the specifics or contract / × = Generally not covered. The scope of services varies by provider, and a “×” does not definitively mean the service is unavailable.

Our support is the reason we were chosen.

  • An interview with Noriko Shiozawa, Executive Officer and Head of the M&A Promotion Office at Centcare Holdings Co., Ltd.

    The deciding factor in our decision to adopt the system was the support structure at

    CentCare Holding K.K.

    Ms. Noriko Shiozawa, Executive Officer and Head of the M&A Promotion Office

    Support System The top reason cited for the selection

    First and foremost is the support system. It’s difficult for us to move this forward on our own, so we need support from people with a variety of expertise.
    Read Case Studies
  • Mr. Shoichi Yamazaki, General Manager of the Third Sales Department at Sansei Landic Co., Ltd., is pictured sitting in front of a laptop alongside the company’s mascot, “Sokochi-kun.”

    The proposal at
    , which demonstrates a deep understanding of the business, was the deciding factor.

    Sansei Landic Co.

    Mr. Shoichi Yamazaki, General Manager, Sales Division 3

    Business Understanding Points Cited as Factors in the Decision to Implement the System

    Everyone, from the sales representatives to the systems staff, provided us with enthusiastic support. It was particularly helpful that they took the time to understand our business and discussed how implementing UPWARD could specifically support us.
    Read Case Studies

Steps to Achieving Results

From setting KPIs to measuring whether there have been changes in on-site operations.

ツール導入 成果 KPI策定 可視化 運用ルール策定 トレーニング 効果測定 何を追うか どこで見るか どう回すか 誰が動かすか 変わったか Which solution handles which part? ② Customize the system to meet our company's specifications ① Take effective action based on each role — front-line staff, management, and system administrators ③ Build an AI-centered sales structure It starts to take effect once enough data has been collected.

  1. 01

    KPI Development

    We determine the metrics to track based on our business objectives.

  2. 02

    Visualization

    We'll create a screen that can be opened directly during the meeting.

  3. 03

    Establishment of Operational Rules

    We'll decide when, who, and what to put in.

  4. 04

    Training

    We'll enable managers to make decisions based on data.

  5. 05

    Effect Measurement

    We will conduct actual measurements to determine whether there have been any changes in on-site operations.

First, let's assess the current state of your business.

Both are free. Please choose the one that best fits your situation.

  • Free Assessment

    For customers already using UPWARD

    If you answer a few questions, we'll tell you how you're currently using the service and where you should focus next.

    • It will only take a few minutes to complete the survey.
    • We will send you the results by email.
    • We do not conduct sales on the spot.
    Get a Free Assessment

  • Free Consultation

    It's okay if you haven't fully organized your thoughts yet. After hearing about your situation, we'll work together to figure out how to proceed.

    • A product description alone is fine.
    • If you are a current customer, we will connect you with your assigned Customer Success representative.
    • If we determine that it is not the right time to proceed, we will let you know.
    Get a Free Consultation

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