The destination is decided.
No preparation is needed.
Reporting is automated.

Even if we implement Salesforce, our sales team won't change.

The problem usually lies at the data input stage.

• Customer Targeting

  

  The data at
  doesn't tell me who I should meet.

  → The places I visit are determined by intuition and personal connections

• Proposal Close Rate

  

  Nothing is recorded about what was discussed, and
  proposals aren't piling up.

  → Winning strategies stop at the individual level

• business streamlining

  

  I'm spending a lot of time entering data for the report at
  

  → Field staff skip data entry, resulting in missing data

From selecting client visits to writing reports.
Put it to use in four sales scenarios

Who to meet, what to talk about, what to do next.
We turn on-site insights loginto the next course of action.

• 01 / Targeting

  Where we'll be visiting this week is is determined by the data

  Based on visit history, time spent on-site, sales meeting history, and geographical proximity, the AI scheduler selects the customers you should prioritize right now . Instead of a list of scores, you’ll see an UPWARD map. The map displays your priority customers, helping you plan your visits.

  → The process of selecting places to visit shifts from intuition to evidence-based decision-making

  Data to Be Utilized

  Stay log Sales Meeting History Customer Mapping Routes and Travel Time

  Up to now

  Which places to visit depends on intuition and how long you've known the people there

  Use for decision-making log

  45-day gap × No visits to neighboring areas × Stalled sales negotiations

  From now on

  This week's visit schedule appears on the map

• 02 / Preparing for the Visit

  Rather than just listing key points, the issues emerge

  What was discussed last time? Who raised what concerns? How far did the proposals go? UPWARD organizes conversations into “Requests/Issues,” “Questions/Concerns,” and “Decisions.” Agentforce reviews this information to determine what needs to be confirmed this time and what should be presented next.

  → The time spent preparing translates into the quality of the business meeting

  Data to Be Utilized

  AI Meeting Minutes Business Cards Stay log AI Phone

  Up to now

  The preparation ends with a list of key points

  Use for decision-making log

  Concerns about the meeting minutes × The approver's business card × 28-minute visit

  From now on

  This raises some points that need to be addressed.

• 03 / Proposal

  Based on the on-site log, enabling you to make well-founded proposals

  Combine the customer’s request to “replace” the equipment with the installation year of the equipment as determined on-site. When conversation and equipment information align, the rationale for proposing an upgrade becomes more concrete. Agentforce organizes the key points and rationale for the proposal based on “ log.”

  → Proposals will no longer depend on the experience of the person in charge

  Data to Be Utilized

  AI Scan AI Meeting Minutes Year Installed / Years in Operation

  Up to now

  Proposals Become Merely Impressionistic

  Use for decision-making log

  "I want to replace it" comment × Installed in 2014

  From now on

  A well-reasoned proposal for an update is put forward

• 04 / Report

  After a business meeting, no important logremains

  logBased on the conversation, Agentforce automatically updates the details of the business negotiation, identifies the next point of contact, assigns tasks, and determines the next steps . There is no need for manual transcription, so the field team can focus on the conversation.

  → The reporting work gives way to preparations for the next proposal

  Data to Be Utilized

  AI Meeting Minutes AI Phone Stay log

  Up to now

  There is still data entry work to be done for the report

  Use for decision-making log

  Conversation Summary × Duration × Call log

  From now on

  Deal updates and tasks are triggered automatically

* The video is for illustrative purposes only. The scope of integration with Agentforce and the approval workflow for automated execution will be designed on a case-by-case basis. Depending on the use case, custom design and implementation may be required.

SALESFORCE NATIVE

You can use your current Salesforce as-is, without rebuilding it, at

The larger the company or financial institution, the more deeply Salesforce is customized to fit their business operations. Even adding a single field may require impact testing in a Sandbox, which can result in work taking several months and costing several million yen.
UPWARD does not require such modifications. It analyzes the existing configuration and adjusts the settings on the UPWARD side accordingly.

• Reduce the need for additional development

  Since it falls within the standard configuration range, no custom development is required.

• Can shorten the implementation period

  You can get started without going through the Salesforce modification and testing process.

• Reduces implementation costs

  The verification effort and development costs aren't directly factored in.

• Avoid impacting the existing environment

  It does not introduce any risk of disrupting current operations.