Is CRM registration a hassle?

What is the main reason why input into CRM is not widespread?

Many companies have implemented CRM, but have not been able to make full use of it, with field staff finding it too burdensome to keep up with the massive amount of data being input, and management complaining that important data is being left out. The following is the result of a survey we conducted, which showed that about 70% of sales representatives of companies that have implemented CRM do not input data completely.

The reasons are listed below, with the most frequently cited reason being "time-consuming data entry. Salespeople tend to spend their days being overwhelmed with numbers, and some may even feel that inputting data into CRM is taking up valuable time with their customers.

The next most common response was "do not feel the need to enter data. Even if they take time out of their busy work schedule of daily visits, travel, and phone calls to input data into CRM, they do not feel that the data is being fed back into their work, i.e., they do not feel the benefits of data entry.

As a result, the data gathered is "insufficient in quantity and poor in quality," a vicious cycle that causes management to sigh when they see such data. It is not uncommon for CRM to fail to make use of the data as expected.

To solve this structural issue, it is necessary to think in terms of setting up a mechanism to accumulate data without inputting it, rather than "encouraging" input.

AI integration" that brings out the true value of Salesforce

And with the evolution of AI technology, mechanisms to automatically detect and log behavior of field sales representatives are already beginning to be realized. This frees sales representatives from the task of inputting data into Salesforce, allowing them time to focus on customer interaction and the preparation that precedes it. And this approach brings not just operational efficiency, but improved data accuracy andmanagement immediacy. By accumulating objective sales data that does not rely on memory, the entire organization can more accurately formulate sales strategies, and thus move closer to realizing the worldview advocated by CRM, including Saleforce.

UPWARD" is another service developed from this approach, a mobile AI agent specialized for outside sales and field sales.

・"AI Check-in" automatically identifies and log "when and which customer" sales reps visited using proprietary presence detection technology.
・"AI Speech" records and automatically summarizes face-to-face meeting content.
・ "AI Scan" analyzes and extracts necessary information simply by photographing business cards, machine product labels, and more.

It is equipped with a variety of AI functions, such as the following, to significantly reduce the amount of time that field personnel spend on reporting tasks.

Even if you have to visit many clients in a day, you can report in real time during a free moment after each visit, rather than having to report all at once after you return to the office.

This not only makes things easier in the field, but also enables management to make "highly accurate" strategic decisions by reflecting "fresh" sales activity data in Salesforce before it is lost in the staff member's memory. This enables management to make "highly accurate" strategic decisions. The number of visits, negotiations, and sales results are automatically visualized, enabling an objective understanding of each member's sales style and the ability to provide guidance and follow-up accordingly.

To transform Salesforce into a "CRM that doesn't require input" and a "data base that grows automatically". This is the essential sales digital transformation that can be realized through the integration of UPWARD and Salesforce.

log business meetings "without omission": "UPWARD AI speech

The essential and most time-consuming part of outside sales is making notes after a business meeting. The process of leaving a log after the visit, recalling important remarks and requests, is subjective, varies in quality, and always carries the risk of missing information.

UPWARD AI Speech" is the solution to this problem.

AI records and analyzes the interaction between the sales representative and the customer, automatically summarizes and itemizes the content of the business meeting, and registers it in Salesforce. From the recorded conversations, AI extracts customer needs, challenges, and next actions, which are then log without the burden on the sales representative.

By combining this voice analysis function with UPWARD's unique stay detection technology, the entire picture of sales activities, including "date and time of visit, place of stay, and business meeting summary," is automatically stored in Salesforce. In other words, an environment in which the entire sales activity is log AI is realized.

For more information on "UPWARD AI Speech" visit
https://upward.jp/downloads/ai-speech/

Summary: Field Sales AI Agents Lead Sales digital transformation

• Breaking free from the structural vicious circle
  The structural problem of forcing the field to perform the ancillary task of "inputting" information is eliminated. Sales representatives are freed from the task of creating reports, allowing them to focus on the essential task of interacting with customers, while valuable information is automatically registered and shared in Salesforce.
• Dramatic improvement in data quality
  Both visit log (quantity) from stay detection and business meeting summaries (quality) from AI Speech are stored in Salesforce in real time, without human memory or subjectivity.
• Strategizing Management
  Data omissions and reporting delays are eliminated, and the entire team is constantly updated on the status of the entire team. This allows for effective strategic planning and guidance, elevating Salesforce to a true strategic tool.

UPWARD to Exhibit at Agentforce World Tour Tokyo

UPWARD will exhibit as an exhibition booth GOLD sponsor at the Agentforce World Tour Tokyo to be held at The Prince Park Tower Tokyo from Thursday, November 20 to Friday, November 21, 2025.
Utilizing seamless integration with Salesforce, We will introduce examples of AI applications of "UPWARD" that support field sales, such as automatic log negotiation details by AI log proposals for optimizing visit plans.

For more information: https: //reg.salesforce.com/flow/plus/wttokyo25/sponsors/page/sponsorcatalog/exhibitor/1753258703175001ODr8