USE CASES FOR WORK EFFICIENCY USE CASES FOR WORK EFFICIENCY

Outbound Sales
Improving operational efficiency
Use Cases

Automate reporting and tallying tasks with mobile devices.
Achieve business efficiency without fail with a system that makes the work site easier.

Automate mobile reporting and
Automate reporting and tallying tasks with mobile devices.
A system that makes the work site easier,
and improve business efficiency without failure.

Do you have any of these problems?

Daily activity reports are still being prepared.
still analog
After work hours or on weekends.
I do a summary report after work hours or on weekends.
Difficulty in transferring past activity history and
Difficulty in transferring customer information
Cannot check customer information from outside the office
Cannot check customer information from outside the office
Reporting formats are
Difficult to compile due to disparate
Monthly closing of accounts, including forecasting and actual results management
Time-consuming preparation of documents

WHAT UPWARD CAN DO FOR YOU

POINT

01

One-tap reporting that can be completed on-site
Zero reporting work after returning to the office.

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.
- Dramatically reduce the cumbersome reporting process!
  Mobile-complete one-tap reporting!
  
  Dramatically reduce the cumbersome reporting process! Mobile-complete one-tap reporting!
- Free yourself from unnecessary tallying and additional reporting
  Freeing you from unnecessary tallying and additional reporting allows you to focus on essential tasks!
  
  Free from wasteful tallying and additional reporting , allowing you to focus on essential tasks!
- Promoting Immediate Reporting and Direct Return
  Reform the work style of outside salespeople!
  
  Reform of the work style of outside sales staff to promote immediate reporting and direct return to the office!
POINT

02

Consolidate customer history and key personnel information into a single file.
Accumulate and utilize "customer records" as company assets.

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.
- Consolidate and share all information along the customer axis
  Smooth handover at the time of transfer or resignation!
  
  All information is consolidated and shared based on the customer axis, facilitating handover at the time of transfer or retirement!
- Mobile on the go!
  Information about customers can be viewed on the go!
  
  Information about customers can be viewed on the go via mobile devices!
- Sales know-how is shared throughout the company!
  Contributed to smooth start-up of new employees!
  
  Sales know-how is shared throughout the company! Contributed to smooth start-up of new employees!
POINT

03

Significantly reduces the burden of daily tallying, forecasting, and document preparation.
Freeing you from ancillary tasks.

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.
- Automate all kinds of tallying operations!
  Achieve significant business efficiency!
  
  Automate all kinds of tallying operations! Achieve significant business efficiency!
- Linkage with mission-critical systems
  Automatic tabulation of forecast and actual management!
  
  Linkage with the core system allows for automatic tabulation of forecast and actual results management!
- Make the meeting more than just a place to report
  to a place to discuss the next move!
  
  Make the meeting a place to discuss next steps, not just a place to report!