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Transforming Field Sales with Field Sales 360

In a significant move to optimize field sales operations, UPWARD Corporation has officially launched its new system called Field Sales 360 (FS360), tailored specifically for companies that rely on customer visits as their primary sales channel. This innovative solution aims not just to integrate AI technology into field sales processes but to drive substantial results through comprehensive support and specialized expertise.

Addressing the Challenges of Field Sales

Historically, UPWARD has supported numerous companies across various industries in refining their field sales strategies. The insights gained have led to the development of a robust workflow design and operational know-how tailored to the unique characteristics of field sales. One of the persistent challenges in this domain has been the limitation on customer visits due to the physical travel involved. Determining whom to meet and when can make a substantial difference in achieving sales goals.

Unfortunately, many organizations find that their decision-making is hindered by a lack of structured, actionable information, such as past visit records and verbal interactions. To combat this, FS360 leverages a specialized AI agent that autonomously collects first-hand information, ensuring that this data becomes a valuable asset for the business and is easily accessible for on-site sales teams.

The Comprehensive Structure of FS360

AI Agent Combined with Professional Services

FS360 uniquely combines an AI-driven agent tailored for field sales with professional services provided by a dedicated team. The AI agent offers various innovative outcomes:
1. Automated Check-In: It records visit activities automatically when agents arrive at client locations, negating the need for manual input.
2. Data Capture via AI Scan: Documents such as handwritten contracts or business cards can be scanned to instantly structure the information and register it into CRM systems.
3. Automated Meeting Notes and Call Analysis: The system summarizes interaction content and automatically updates CRM with relevant insights.
4. Optimized Sales Strategies: The AI scheduler can create ideal visit plans based on accumulated data, visually mapping out optimal sales territories and schedules.

These capabilities can be customized not just for standard offerings but also tailored to specific industry needs, enhancing the user experience significantly.

Expert Support for Sales Organizations

In addition to its AI features, FS360 comes equipped with a suite of professional services designed to guide organizations toward sales success. This specialized team, knowledgeable about the intricacies of various industries, offers three core areas of support:

• - System Design & Initial Setup: Custom packages tailored for rapid deployment based on operational requirements with added value enhancements.
• - Operational Maintenance & Embedding Practices: Dedicated support to resolve operational challenges and facilitate daily settings and functions.
• - Expansion & Results Creation: A dedicated consultant assists in driving significant organizational change by setting KPIs, creating operational rules, advising management training sessions, and planning improvement strategies based on performance metrics.

Furthermore, FS360 supports initial Salesforce setup and customization, ensuring organizations can adapt systems to their needs rather than forcing operations to fit standard features.

Case Examples and Unique Requirements

FS360 can handle specific needs such as:

• - Reading large volumes of contracts and unique application forms using AI for automatic data entry into Salesforce or CSV formats.
• - Implementing bi-directional integration between Slack and Salesforce for seamless data registration and interaction.
• - Creating advanced data analytics and dashboards that surpass standard Salesforce limitations.
• - Developing custom applications and executing complex automated workflows.
• - Utilizing APIs and batch processing for data linkage with existing core systems, facilitating streamlined operations.

With its versatile and powerful functionalities, FS360 represents a monumental shift in how field sales can be approached and optimized through technology. Available for viewing in detail through video presentations, this innovative service exemplifies UPWARD's commitment to revolutionizing field sales while inspiring both growth in individual performance and overall company success.

Overview of UPWARD Corporation

Founded in July 2016 and headquartered in Tokyo's Chiyoda District, UPWARD Corporation has a mission to unlock the creativity of field workers and accelerate growth within enterprises and society alike. By harnessing technology, they aim to create an environment where businesses can operate seamlessly, regardless of location or circumstances, ultimately ensuring that field workers can thrive in their roles.

For more information, visit the official UPWARD site at UPWARD or check their various service materials if you're interested in enhancing your field sales approach.