The Bank of the Ryukyus, Ltd.
Regional Bank Sales digital transformation
Visualizing customer information on a map. Transforming a sales organization into a self-motivated, efficiency-driven organization
Powering revenue growth —across industries
Powering revenue growth
—across industries
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
What was discussed
Photos from the field
Business card details
[Mobile AI Agent] solves it!
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
A full overview of the benefits and best practices of the introduction of the system
Download a free set of 3 documents
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 Meeting Notes
AI Business Card & Image Scanning
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
Visualized
visit priority
Outcome-maximizing visit plans
Get to Know UPWARD
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
A full overview of the benefits and best practices of the introduction of the system
Download a free set of 3 documents
PRICE
Map functionality and mobile app
CRM is included in this all-in-one plan.
7,600
Yen ~
(excluding tax)
1 user / month
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.
SEMINAR
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.
We will propose the most appropriate collaboration method depending on your CRM system and business situation.
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.
Sales Cloud (Enterprise Edition or higher) Service Cloud (Enterprise Edition or higher) Lightning Platform (Enterprise Edition or higher) Partner Community (Enterprise Edition or higher)
Yes, of course, we can provide this service.
The minimum number of users is 25 IDs.
All plans have an initial implementation cost of 100,000 yen (excluding tax).