AI Agent that
Maximizes Revenue
for Field Sales

Powering revenue growth —across industries

Powering revenue growth 
—across industries

The Data You Need to Grow Revenue—Captured Automatically

The data you need to boost sales is automatically collected.

In field sales, reps are constantly juggling customer conversations and travel—so a workflow that assumes manual input just isn’t realistic.
Still, to improve your sales strategy and process, you need a clear view of what’s actually happening on the ground.
With UPWARD, simply working as usual automatically records frontline activity and accumulates it as decision-ready data.

Frontline information that drives growth

  • Visit & call history

    Visit & call history

  • What was discussed

    What was discussed

  • Photos from the field

    Photos from the field

  • Business card details

    Business card details

Are you wasting your field data at
?

[Mobile AI Agent] solves it!

AI Agent Built for Field Sales

AI Agent Built for Field Sales

With UPWARD’s proprietary location-based technology, simply carrying the app enables frontline activity data to be captured automatically.Visits, meetings, on-site insights—without extra effort from reps, real-world actions across every scene are consolidated and organized as data, transforming into valuable “company assets” that support management decisions.

The Future Realized by Implementing UPWARD




Download a free set of 3 documents

A full overview of the benefits and best practices of the introduction of the system

Download a free set of 3 documents

A Fundamental Sales-Process Shift That Leads to Revenue Growth

Automatically capture data

Your AI agent automatically consolidates the reality of sales activity into your CRM. The full sequence—when, where, with whom, and what was discussed—becomes accurate, complete “company assets,” with no omissions.

  • AI Visit log

    AI Visit log

  • AI Meeting Notes

    AI Meeting Notes

  • AI Business Card & Image Scanning

    AI Business Card & Image Scanning

Data-capture features

Put data to work
for management decisions

Use data that reflects what’s really happening in the field to identify priority accounts and initiatives, optimize staffing, and make strategic decisions. UPWARD visualizes visit priorities and automatically recommends visit plans designed to maximize outcomes—so data-driven strategy turns into confident action on the ground.

  • Strategic decision-making

    Strategic decision-making

  • Customer mapping

    Visualized
    visit priority

  • AI Scheduler

    Outcome-maximizing visit plans

Data-activation features
Download a free set of 3 documents

A full overview of the benefits and best practices of the introduction of the system

Download a free set of 3 documents

Seamless Integration with Your CRM

If you already use Salesforce or Microsoft Dynamics 365, you won’t need complex setup.
UPWARD connects right into your existing environment so you can start using it quickly.

CASE STUDY

Case studies

Download a free set of 3 documents

A full overview of the benefits and best practices of the introduction of the system

Download a free set of 3 documents

PRICE

Price

  • Customers who have not yet adopted CRM

    Map functionality and mobile app
    CRM is included in this all-in-one plan.

    7,600

    Yen ~

    (excluding tax)

    1 user / month

  • CRM already in place
    Customers

    with Salesforce and Microsoft Dynamics 365.
    This plan is available for use with Salesforce and Microsoft Dynamics 365.

    2,400

    Yen ~

    (excluding tax)

    1 user / month

All plans require a separate initial fee of 100,000 yen (excluding tax). Please note that there is a minimum number of users.

Frequently Asked Questions

  • Q
    What makes UPWARD different from other services? What are its features?
    A

    Conventional sales support tools are difficult and complicated to operate and, for this reason, are rarely used on the field. UPWARD focuses on ease of use and has been very well received by salespeople, even those who are not used to digital tools. There are several informational materials and contact points that may help you in your decision.

  • Q
    I am already using CRM, how can I integrate with UPWARD?
    A

    We will propose the most appropriate collaboration method depending on your CRM system and business situation.

  • Q
    Will I always be tracked by GPS?
    A

    UPWARD is not a surveillance tool. It does not always know the location of the user and only records the history of the user's stay when the user performs a reporting operation.

  • Q
    What Salesforce editions can I use?
    A

    Sales Cloud (Enterprise Edition or higher) Service Cloud (Enterprise Edition or higher) Lightning Platform (Enterprise Edition or higher) Partner Community (Enterprise Edition or higher)

  • Q
    We have not yet implemented a CRM such as Salesforce, but can we use UPWARD?
    A

    Yes, of course, we can provide this service.

  • Q
    Is there a minimum number of users?
    A

    The minimum number of users is 25 IDs.

  • Q
    How much is the initial cost?
    A

    All plans have an initial implementation cost of 100,000 yen (excluding tax).

If you have any questions, please feel free to contact us.

TEL: 03-6897-3683
*Open hours: 10:00-17:00 (except Saturdays, Sundays, national holidays, and year-end and New Year holidays)