UPWARD

UPWARD, inc

About this app

UPWARD is an application that makes sales activities for mobile workers smarter. As a "personal sales assistant" that is close to salespeople, it can promote the effective use of CRM by improving data input rate, quality and immediacy of information.

Main functions of UPWARD

[Automatic record of stay] UPWARD detects and records when users visit customers based on location information. Salespeople can concentrate on the business negotiation or activity at hand without being aware of the start/end time of the visit activity.

[Easy entry of activity details] In addition to the time of stay and qualitative comments, you can update three record items: activity, related destination, and visit destination on one screen. Since multiple record items can be updated seamlessly, data input rate is improved and the latest information can be reflected in CRM in real time.

[Search for nearby customers] You can search for customers near your current location. For customers you want to visit, you can perform actions such as calling, displaying routes, and adding visit schedules with just a few taps.

[Nearby customer recommendations]
If you set the customer conditions for which you want to receive recommendations, you will be notified when a customer that meets the conditions is detected. This eliminates the need to search for nearby customers each time, and allows for smoother unscheduled visits.

What’s new

- 電話番号の表示項目を選択可能にする修正
- 活動予定作成、報告作成画面での活動先選択時のレコード表示順の修正
- Oktaでのログインの廃止
- GPSがOFFの場合でも位置情報が不要な機能は使えるようにする修正
- Dynamicsアプリへの遷移ボタンのクローズ
- PKCE対応
- 新規活動報告時に、参照項目の値が CRM に反映されない問題を解決