UPWARD, Inc. (Headquarters: Chiyoda-ku, Tokyo; President and CEO: Ryusuke Kaneki; hereinafter referred to as "UPWARD") is pleased to announce that its sales support service "UPWARD" has been implemented by Tsucrea, Inc. (Headquarters: Yokohama, Kanagawa Prefecture; President: Takeshi Takase; hereinafter referred to as "Tsucrea").
Tsucrea operates a long-term care business with the mission of "Addressing the challenges of a super-aging society and creating an era where people can live happily for 100 years." With over 770 business locations nationwide, they provide a wide range of services specializing in nursing care and medical treatment, focusing on day services. Sales representatives visit home care support providers, alongside user support, and propose services through care managers.
While aiming to provide high-quality, community-based services, sales representatives also handle user support and administrative tasks in addition to sales activities, with a limited number of staff. To address this situation, UPWARD was adopted as a mechanism to focus on sales activities and improve the quality of support.
・Reduce reporting tasks with mobile utilization
The mobile app's geolocation function allows activity reports to be completed in spare moments, eliminating the need for report creation after returning to the office.
・Visualize "Care Managers to Visit" on a Map
By visualizing care managers who should be prioritized for visits, such as "Care managers who have not been met for a certain period," on a map, sales representatives can intuitively conduct visits without bias or omissions.
・Strengthen Information Sharing Across the Entire Group
By centralizing and storing field activity data in Salesforce, information sharing between offices and groups becomes possible. Knowledge gained at each location can be utilized as a corporate asset, rather than being confined to that location.
*Salesforce is a trademark of Salesforce, inc.
Previously, sales records for our company's day services and in-home care services such as visiting nursing care were managed using paper documents and Excel sheets. Input was not possible unless we returned to the office, resulting in omissions and delays in recording information. This issue was resolved by UPWARD's smartphone geolocation-based automatic recording function and the ability to input activity details on a smartphone during sales visits. Furthermore, we also faced the challenge of overlapping sales activities and content due to multiple care facilities in the same area. With UPWARD, we can now understand what kind of sales activities other offices have recently conducted, which strengthens collaboration within the area and improves sales efficiency. Our goal moving forward is to leverage UPWARD to increase awareness of our company's care services within the community and expand our fan base.
We are publishing use cases for the nursing care and medical industry on our service site. We introduce how UPWARD can be used to revitalize sales activities without hindering core operations at nursing care sites. For details, please see below:
Details: https://upward.jp/usecase/medical-nursing/
"UPWARD" is a sales support service specializing in field sales and visits, based on AI. It provides automatic recording of customer touchpoints using our proprietary patented "Advanced Geo-Fencing Technology" and various AI functions specialized for field sales. It has been implemented by over 400 companies, primarily major corporations that use face-to-face interactions with customers as their main sales channel, including Nichirei Medical Foods and Sento Care Holdings, and is used as a next-generation sales DX platform.
Service Site: https://upward.jp/
"UPWARD" Introductory Materials: https://upward.jp/downloads/allservicematerials/
UPWARD CO., LTD. PROVIDES DX SERVICES SPECIALIZED IN SOLVING ISSUES OF FIELD WORKERS WHO VISIT THE FIELD AND CREATE VALUE THROUGH OFFLINE CONTACT WITH CUSTOMERS, BASED ON ITS PURVIEW OF "DRAWING OUT THE CREATIVITY OF FIELD WORKERS AND ACCELERATING THE GROWTH OF COMPANIES AND SOCIETY". BY LEVERAGING TECHNOLOGY TO CREATE AN ENVIRONMENT IN WHICH WORKERS CAN PERFORM THEIR TASKS WITH A SINGLE MOBILE DEVICE, WE AIM TO CREATE A WORLD IN WHICH THEY CAN BE ACTIVE REGARDLESS OF WHERE AND HOW THEY WORK.
UPWARD, Inc., Corporate Group Headquarters, PR Team
*Company names mentioned in this text are the registered trademarks or trademarks of their respective companies.
Please feel free to inquire about UPWARD's services and company information.We welcome your questions.
