(Location: Chuo-ku, Tokyo; President & CEO: Ryusuke Kaneki; URL: http://upward.jp), a subsidiary of UPWARD Corporation (Location: Chuo-ku, Tokyo; President & CEO: Ryusuke Kaneki; URL: http://upward.jp), gave a presentation on November 28 (Thursday) at the FIT Forum, an IT seminar for financial institutions organized by Japan Financial News Service, Inc. Mr. Suzuki of salesforce.com and Mr. Shibata of UPWARD Corporation jointly gave a lecture on the theme of "Field Sales Revolution in the Financial Industry" realized through visualization of the sales field.
11/28 Lecture on "Field Sales Revolution in the Financial Industry
ON THURSDAY, NOVEMBER 28, THE FIT FORUM, AN IT SEMINAR FOR FINANCIAL INSTITUTIONS, WAS HELD IN OTEMACHI, CHIYODA-KU, TOKYO, HOSTED BY NIPPON KEIZAI TSUSHINSHA. 5 SEMINARS WERE HELD FOR VISITORS RELATED TO FINANCIAL INSTITUTIONS. MR. SUZUKI OF SALESFORCE.COM INC. AND MR. SHIBATA OF UPWARD CORPORATION JOINTLY SPOKE AT OUR SESSION. MR. SUZUKI GAVE A PRESENTATION ON SPECIFIC EXAMPLES OF BUSINESS IMPROVEMENTS AND SECURITY FEATURES ADOPTED BY FINANCIAL INSTITUTIONS, AND MR. SHIBATA SPOKE ABOUT THE DRAMATIC INCREASE IN PRODUCTIVITY IN FIELD SALES USING UPWARD. MR. SHIBATA, A MEMBER OF OUR COMPANY, TALKED ABOUT THE DRAMATIC IMPROVEMENT OF PRODUCTIVITY IN FIELD SALES USING UPWARD.
Speakers】
Salesforce.com Inc.
Mr. Fumiya Suzuki, Partner Account Manager, Alliance Division
Naomi Shibata, Manager, Sales Department, UPWARD Corporation
In our session, we presented "Field Sales Revolution in the Financial Industry" realized through visualization of the sales field, in collaboration with salesforce.com, Inc.
MR. SUZUKI OF SALESFORCE.COM, INC. EXPLAINED THAT THE SYSTEM HAS ALREADY BEEN ADOPTED BY MORE THAN 50 FINANCIAL INSTITUTIONS IN JAPAN, AND THAT THE SYSTEM IS COMPLIANT WITH FISC SAFETY STANDARDS AND HAS ALREADY INVESTED SEVERAL TENS OF BILLIONS OF YEN IN SECURITY MEASURES, WHICH IS THE MOST IMPORTANT THEME FOR A FINANCIAL INSTITUTION. THE COMPANY HAS ALREADY INVESTED TENS OF BILLIONS OF YEN IN SECURITY MEASURES AND HAS ACHIEVED AN UPTIME OF MORE THAN 99.9% WITH NO INFORMATION LEAKS. HE ALSO EXPLAINED THAT UPWARD, AS A PARTNER SOLUTION OF THE "FINANCIAL ECOSYSTEM," PROMISES STRICT SECURITY IN ITS COLLABORATION WITH UPWARD, AND THAT IT HAS ACHIEVED A HIGH LEVEL OF BOTH SOLUTION AND SECURITY.
MR. SUZUKI, SALESFORCE, SPEAKING AT THE FIT FORUM
Next, Mr. Shibata introduced how to create a "winning pattern" to systematically improve sales force by visualizing the sales frontline and quantitatively collecting and utilizing real information originating from the frontline, as well as examples of companies that have introduced the system to strengthen their sales force through activity management. The key to speedy and reliable activity management is "prioritizing sales activities based on collected data." By utilizing "UPWARD," which seamlessly links Salesfroce and location information, customer information and visiting activity status can be displayed on a map in real time, and location information and voice recordings can be easily recorded onsite. This can dramatically improve productivity while reducing the burden on the sales frontline.
UPWARD LECTURE MATERIALS (EXCERPTS)
IN THE FINANCIAL INDUSTRY, THERE HAS BEEN A RAPID INCREASE IN EFFORTS TO IMPROVE BUSINESS EFFICIENCY, AS REPRESENTED BY AI (ARTIFICIAL INTELLIGENCE) AND RPA (ROBOT PROCESS AUTOMATION). THE TREND IS CHANGING THE WAY BUSINESS IS CONDUCTED AND PERSONNEL ARE DEPLOYED, AS NEW TECHNOLOGIES ARE BEING USED TO REALIZE SYSTEMS THAT WERE PREVIOUSLY CONSIDERED DIFFICULT, SUCH AS AUTOMATION AND THE PROMPT PROVISION OF SERVICES REGARDLESS OF TIME OR LOCATION. THE FIT FORUM SEMINARS INTRODUCED THE LATEST APPROACHES TO BUSINESS TRANSFORMATION BASED ON KEYWORDS SUCH AS AUTOMATION, TELEWORK, E-CONTRACTS, NEW MOBILE NETWORKS, AND SALES EFFICIENCY.
Event Name: IT Seminar for Financial Institutions FIT Forum "Business Reform and System Upgrading Seminar"
Venue: Tokyo Kaikan LEVEL XXI, Urbannet Otemachi Building, Otemachi, Chiyoda-ku, Tokyo
Date: Thursday, November 28, 2019 10:00 - 16:30
Number of Visitors: Approximately 144
Main Sponsor Host: Japan Financial News Agency (Nikkin)
UPWARD IS A SALES ENGAGEMENT SERVICE THAT UTILIZES ADVANCED LOCATION-BASED TECHNOLOGY TO AUTOMATICALLY DETECT AND RECORD SALES ACTIVITY DATA IN CRM TO OPTIMIZE THE SALES ACTIVITIES OF SALES REPRESENTATIVES IN THE FIELD. BY AUTOMATICALLY OVERLAYING ACCUMULATED SALES ACTIVITY DATA AND CRM DATA ON A MAP AND AUTOMATICALLY NOTIFYING OPTIMAL APPROACH DESTINATIONS, UPWARD SUPPORTS THE FORMULATION OF STRATEGIC SALES PLANS UTILIZING CRM DATA.
PR TEAM, CORPORATE GROUP HEADQUARTERS, UPWARD CO.
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