(Location: Chiyoda-ku, Tokyo; CEO: Ryusuke Kaneki; hereinafter "UPWARD") is pleased to announce that its sales support service "UPWARD" has been introduced to Sun-Medix Co.
Sun-Medix is a general medical equipment trading company that has been in business for 136 years. With sales offices throughout the Kanto region, in addition to providing medical equipment, Sun-Medix offers a wide range of services that support the operation of medical facilities, including support for the introduction of information systems for medical institutions and assistance in improving the efficiency of goods management. In our sales activities, we regularly visit facilities to grasp the actual operational conditions and make proposals based on our product knowledge and on-site understanding.
The company is working to create a system that allows sales representatives to focus on proposal activities rather than delivery work and equipment inspections. However, activity records and analysis methods were not standardized, making it difficult to accurately grasp the actual activities of each person in charge. However, the lack of uniformity in activity records and analysis methods made it difficult for management to provide accurate support and to formulate improvement measures.
In response to these challenges, the company decided to implement UPWARD in order to visualize sales activities and shift to proposal activities. By utilizing UPWARD's mobile application with stay detection function, on-site activity data will be automatically recorded and consolidated in Salesforce, and accurate on-site information will be visualized on a dashboard. Through this, we aim to build a management system that enables accurate decisions to be made.
Salesforce is a trademark of Salesforce, inc.
As part of its efforts to promote DX (Digital Transformation) in its sales activities, the Company has decided to officially introduce UPWARD.
The Company had been facing the issue that its sales representatives were not able to fully focus on sales activities because they were busy with delivery tasks. Although we had a policy to increase the weight of sales activities, it was difficult to provide accurate support because we could not visualize on-site activities. Against this backdrop, we introduced "UPWARD" as a mechanism to aggregate and visualize the status of activities and promote behavioral change.
The main deciding factor in our decision to introduce UPWARD was the overwhelmingly low data entry load compared to other SFA systems due to the stay detection function. We felt that the system was easy to establish input and could solve the above issues. Another important point was that the roadmap included the inclusion of AI functions such as image analysis, and we could expect future development potential.
Looking ahead to where the company will be in 10 or 20 years, we believe that the accumulation and utilization of sales data will lead to improved organizational strength and employee job satisfaction. As generational turnover continues, the transfer of know-how and sales information held by veteran employees is an issue, and we expect "UPWARD" to make a significant contribution to resolving this issue. In the future, we intend to make wider use of UPWARD, including visualization of human connections through business card scanning, voice input, and recording through images.
UPWARD is an AI-based sales support service specialized for outbound and inbound sales. UPWARD uses its patented "advanced geo-fencing technology" to automatically record customer contact points and provides various AI functions specialized for outbound sales. The service is being used as a next-generation sales DX platform by more than 400 companies, including Nissin Healthcare Foods and Tsukui, and other major companies that use face-to-face contact with customers as their primary sales channel.
Service website: https://upward.jp/
"UPWARD" introduction material: 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.
PR TEAM, CORPORATE GROUP HEADQUARTERS, UPWARD CO.
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