外回り営業の
業務効率化
ユースケース
モバイルで報告や集計の作業を自動化。
現場がラクになる仕組みで、失敗しない業務効率化を実現。
モバイルで報告や
集計の作業を自動化。
現場がラクになる仕組みで、
失敗しない業務効率化を実現。
Do you have any of these problems?
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活動報告・日報作成が
いまだアナログ -
業務時間外や週末に
まとめて報告をしている -
過去の活動履歴や
顧客情報の引継ぎが困難 -
外出先から顧客情報の
確認ができない -
報告フォーマットが
バラバラで集計が困難 -
予実管理などの月次決算
資料の作成が手間
WHAT UPWARD CAN DO FOR YOU
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POINT01
現場で完結するワンタップ報告で
帰社後の報告作業をゼロに。One-tap reporting that can be completed onsite reduces reporting work after returning to the office to zero.
In the field of outside sales, 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, In some cases, the work is done outside of business hours and even on weekends. With UPWARD, activity reports can be completed with a single tap on the mobile phone, even when you are out of the office. Daily and weekly reports can also be created instantly using templates. This eliminates the time-consuming and wasteful process of submitting and checking reports. Work after returning to the office and on weekends is also eliminated, dramatically improving work efficiency. It is a system that allows for greater flexibility in the way you work.
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煩雑な報告作業を大幅に削減!
モバイル完結のワンタップ報告!Dramatically reduce the cumbersome reporting process! Mobile-complete one-tap reporting!
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ムダな集計作業・追加報告からの
解放で本質的な業務に集中できる!Free from wasteful tallying and additional reporting , allowing you to focus on essential tasks!
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即時報告・直行直帰を推進する
外回り営業の働き方改革!Reform of the work style of outside sales staff to promote immediate reporting and direct return to the office!
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POINT02
顧客との歩み・キーマン情報を一つに集約。
“顧客カルテ”を会社の資産として蓄積・活用。Consolidate customer history and key personnel information into a single file. Accumulate and utilize "customer records" as company assets.
Customer information management can easily become 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 stores not only business card information, but also daily correspondence, details of negotiations and meetings, and information on key personnel, making it possible to visualize and share customer information as a "medical record" throughout the company. This allows the entire company to visualize and share customer information as a "medical record. In addition, past interactions with customers can be easily checked even when you are out of the office, This allows for smooth communication even after a handover.
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顧客軸ですべての情報を集約・共有化
異動・退職時の引き継ぎがスムーズに!All information is consolidated and shared based on the customer axis, facilitating handover at the time of transfer or retirement!
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外出先でもモバイルで
顧客に関する情報が確認できる!Information about customers can be viewed on the go via mobile devices!
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営業ノウハウを全社で共有!
新入社員のスムーズな立ち上がりに貢献!Sales know-how is shared throughout the company! Contributed to smooth start-up of new employees!
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POINT03
毎日の集計や予実管理、資料作成の負担を大幅カット。
付帯業務からの解放を実現。Significantly reduces the burden of daily tallying, forecasting, and document preparation. Freeing you from ancillary tasks.
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.
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あらゆる集計作業を自動化!
大幅な業務効率化を実現!Automate all kinds of tallying operations! Achieve significant business efficiency!
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基幹システムとの連携で
予実管理も自動集計!Linkage with the core system allows for automatic tabulation of forecast and actual results management!
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会議を単なる報告の場から
次の一手を議論する場所へ!Make the meeting a place to discuss next steps, not just a place to report!
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