Trading and wholesale industry
Use Cases

In the field of trading and wholesale companies, it is commonplace to prepare reports in Excel or on paper and summarize them after returning to the office. Going directly to the office and returning home is a dream, It is a dream come true to go straight back home, and sometimes the work takes up the entire workday or even the weekend. With UPWARD, activity reports can be completed with a single tap on a mobile device, even when you are out of the office. Weekly reports and meeting materials are also automatically compiled. This allows you to This dramatically improves work efficiency by eliminating the time-consuming task of submitting reports after returning to the office and tabulating reports on weekends. It is a system that can increase the flexibility of the work style itself.

In the trading and wholesale industry, where the number of customers in charge is large, In trading companies and wholesalers with a large number of customers, the management of customer information tends to become more personalized, and it is not uncommon for customer information to be lost in the past when a customer transfers to another company or leaves the company. UPWARD automatically stores not only business cards and key person information, but also daily correspondence, business negotiations, and the content of meetings, making it possible to visualize and share customer information as a "medical record" for the entire company. This information can be visualized and shared throughout the company as a "medical record. Furthermore, customer information and past interactions can be easily checked with a single mobile device even when away from the office, This allows for smooth communication even after a handover.

In new business development sales, it is common to create target lists in Excel or on paper, and approach each target individually. With UPWARD, a mobile-complete system, target lists can be visualized on a map to realize strategic visitation activities. For example, by displaying unvisited customers in "black" and acquired customers in "white, This enables activities while visualizing results, like a game of Othello. As a device for preventing internal activity batting, it is also effective to indicate with icons those visits that have already been declined. Since all activity status is automatically totaled on the dashboard, the process of acquiring new clients can be visualized. The know-how of highly successful people and departments can be shared within the company for use in human resource development.

In the trading and wholesale business, The key to success is to visit customers at the right time and deepen relationships with them. UPWARD visualizes the importance of the customer and the number of days since the last visit by the color and size of the pin. This system allows anyone to intuitively know "where to go," and thus enables sales activities without omissions. Through appropriate periodic visits, we are able to quickly catch rapidly changing customer needs and market trends. We will further strengthen the relationship of trust with our clients.

Do you spend most of your time on the daily work of sharing progress, submitting weekly reports, and tallying the results in Word or Excel? Even after the tallying is completed, you are probably still busy preparing documents for management meetings. With UPWARD, you can, With UPWARD, information reported in the field is automatically compiled and reflected in dashboards, reports, and customer charts. When linked to the core system, even forecast management can be automated. The data can also be used as a document for management meetings. Let's drastically reduce the labor required for incidental tasks and transform meetings into a place to discuss the next move.