UPWARD AGENT is an application that makes the sales activities of mobile workers smart. As a "personal sales assistant" who is close to the sales person, you can promote the effective use of CRM by improving the data input rate and the quality and immediacy of information.

Main functions of UPWARD AGENT

[Automatic recording of stay]
UPWARD AGENT detects and records a user's visit to a customer based on location information. The sales person can concentrate on the business negotiations and activities in front of him without being aware of the start / end time of the visit activity.

[Easy entry of activity contents]
In addition to the time spent and qualitative comments, you can update the three record items of activity, related destination, and visited destination on one screen. Since multiple record items can be updated seamlessly, the 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 who want to visit, you can perform actions such as making a call, displaying a route, and adding a visit schedule with just a few taps.

[Customer recommendations in the vicinity]
If you set the customer conditions you want to recommend, you will be notified when a customer who meets the conditions is detected. You can save the trouble of searching for customers in the vicinity each time, and make unscheduled visits smoothly.