Mobile App integrating CRM & GIS, empowering creativity of fieldworkers logo

Mobile App integrating CRM & GIS, empowering creativity of fieldworkers

By UPWARD, Inc.

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
From $18 per user per month
Listed since
2024

About Mobile App integrating CRM & GIS, empowering creativity of fieldworkers

Integrate Salesforce with customer touchpoint data to promote sales DX.

■ Services overview Visualize various data incl. trading partners, business negotiation history by integrating them with location data and phone activity log. This enables easy access to customer and sales activity information from both inside and outside of the office. It maximizes the quality and quantity of customer touch points by formulating a visit plan on maps considering the business situation of each client and the schedule of the person in charge as well as searching appropriate customers near each location.

■ Recommended for companies, those that: ・ have introduced Salesforce, but struggle with its underutilization and data entry. ・ manage business clients and business negotiation, while facing challenges in activity management. ・ seek to visualize customer information incl. leads and clients on maps.

■ Introduction/Pricing ​ Tailored pricing plans based on your usage scenarios and the number of users. For a quotation, please contact us through our website. https://www.upward.jp/price

Established in March 2013, UPWARD formed a capital alliance with Salesforce.com, becoming the first domestic location-based application vendor and expanding its operation actively.

Highlights

  • [Instant understanding of key customer information] Visualize Salesforce customer data on maps and dashboards intuitively, using colors and sizes to represent priority and approach frequency. It enables accurate and comprehensive field activities.
  • [Reduce time and effort of reporting tasks during visit] Tap on visualized customer information on maps to easily create activity plans. The app automatically detects and accumulates location data as well as call log to analyze activity data easily.
  • [Enhance sales DX for data-driven organization with maximum Salesforce utilization] Recorded customer touchpoint data is stored and visualized on Salesforce dashboards. This enables activity analysis, KPI design, and advanced organizational productivity.

Screenshots and videos

Our future goals

Image 1 of 9

Our future goals

Pricing

Paid, from $18 per user per month.

Mobile App integrating CRM & GIS, empowering creativity of fieldworkers plans
PlanPriceBilled
STARTER$18 per userMonthly
STANDARD$38 per userMonthly

1) STARTER Efficiently support visit activities with basic map linkage USD18 (excl. tax)  1 user / month 2) STANDARD Efficiently support visit activities with basic map linkage USD38 (excl. tax)  1 user / month Please see https://www.upward.jp/price

Compatibility

Requires
  • Sales Cloud
  • Service Cloud
  • Platform Cloud
Salesforce editions
  • Enterprise
  • Unlimited
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on February 28, 2022
Industries
  • Automotive
  • Consumer Goods
  • Financial Services
Languages
  • English
  • Japanese
  • Thai