The AI-Powered Field Sales Solution on Salesforce, the World's #1 CRM
Minimize the burden of data entry and transform your sales activities with automatically accumulated, actionable data
Backed by a 99%+ renewal rate, proving exceptional value and seamless adoption
Why Field Sales Teams Lose Time & Data ?
Field sales teams spend much of their day visiting customers, travelling between locations, recording visit reports, and updating CRM data.
Sales routes are not always planned efficiently
Salespeople spend too much time entering visit information
Managers have limited visibility into field activities
Important customer information can be missed or recorded too late
Customer visit records are not updated consistently
Sales data becomes difficult to use for strategic decisions
Powered by UPWARD on Salesforce
With UPWARD
Before UPWARD
Check today's customer list
Visit Customer A
Travel to Customer B
Visit Customer B
Update notes
Return to office
Enter visit reports into CRM
Visit
Automatically capture activity
Record conversation
Update CRM
Use data for next action
Who is UPWARD For?
Is UPWARD Right for Your Business?
Field Sales Teams
Sales representatives visiting customers regularly
Multiple sales territories or branches
Large customer databases
Managers who need visibility into field activities
Salesforce users looking to improve field-sales productivity
How TerraSky Thailand Can Help
Want to See How UPWARD Could Work for Your Sales Team?
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Evaluate current field sales workflow and processes
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Analyze bottlenecks in sales activities and data collection
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Customize Salesforce and UPWARD to align with real-world sales operations
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Enhance overall operational visibility for field sales teams
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Provide user onboarding, training, and ongoing support
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Integrate field activities with the central customer database
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Deliver continuous maintenance and post-implementation enhancement
Turn Every Field Visit Into Actionable Sales Data
Reduce sales admin work, improve field visibility, and help sales teams focus on customers—not paperwork.
Powered by UPWARD on Salesforce
Collect Data
Automatically capture all sales activity touchpoints, reducing the workload for sales teams
Automatic Visit Logging
The app automatically records the company you visit. With just one tap, you can submit a report using a preset template.
AI Speech
Aligned with each visit, AI automatically records and analyzes conversations to generate a draft report.
Accurate meeting notes are saved directly to the CRM without omissions.
AI Business Card Scan
Capture business cards with your smartphone and instantly register them in your CRM.
The contact information of the visited company is automatically updated.
Data Utilization
Utilize the data to drive strategic planning, analysis, and sales team management
Customer mapping
Visualize visit priority with pin colors and sizes. Execute strategic sales activities by focusing on high-priority targets.
Dashboard
Analyze accumulated activity data across multiple dimensions—by team, fiscal year, or branch.
Customer Profile
Ensure seamless handovers with centralized customer data, including key contact info and past sales records.
Case study
Real Estate
Reduced property valuation processing time by 20% while enhancing assessment quality through Salesforce integration and spatial data analytics.
Insurance & Finance
Connecting Cross-Departmental Customer Data in a Unified System Empowers field teams to access actionable insights and make immediate decisions on the spot, driving long-term customer relationships.
Background
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Siloed Data Across Excel Files
Real estate data is stored separately across individual Excel files, making searching, referencing, and cross-organizational data sharing inefficient.
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Location-Based Data Access Limitations
Because similar datasets are stored across multiple Excel files, searching takes significant time. This hinders the ability to analyze location-specific factors and leverage historical data to inform decision-making.
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Fragmented Information and Knowledge
Sales data is maintained individually by each team member, severely restricting knowledge sharing and historical insights. As a result, the team is unable to fully capitalize on past business opportunities or historical valuation results from neighboring areas.
Business Impact
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Data Centralization via Salesforce Integration
Integrating UPWARD with Salesforce provides instant access to the latest valuation and customer data, resolving data fragmentation and improving overall data utilization efficiency.
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20% Reduction in Property Valuation Time
Displaying comparative transaction data and property details on a map enables immediate access to relevant information. This reduces property valuation processing time by at least 20% across approximately 20,000 annual valuations.
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Enhanced Valuations Powered by Data and Continuous Improvement
Access to historical valuation data and past experience increases assessment accuracy while providing actionable insights to support decision-making. High user adoption further fosters a culture of continuous business process improvement.
Background
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Lack of Integration for Customer Data Across Departments
Consulting services, such as asset management and business succession—which operate outside the bank's core lending business—are managed independently by individual branches and staff members using Excel. This creates barriers to bank-wide data sharing, making it difficult to efficiently track and analyze project progress and cross-departmental operational performance.
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Lost Business Opportunities Due to Verification Delays
During client visits, Relationship Managers (RMs) identified potential leads with strong prospects for acquiring payment card merchant services (Card Merchant). However, because they were unable to verify on the spot whether these companies were already managed by another unit within the bank, they had to return to the office to check the information. This extra step caused delays and led to missed business opportunities.
Business Impact
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Connecting Customer Contact Data to Build a Bank-Wide Shared Sales Platform
Established a centralized customer data management system covering non-lending advisory services and card merchant data, visualized on a map. This transforms previously scattered and hard-to-access customer records into a shared, bank-wide asset, elevating it to an enterprise sales data platform.
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Instant Engagement with New Target Customers
Relationship Managers can instantly check the transaction status and contact history of target card merchant accounts on a mobile map interface. This enables immediate client engagement directly in the field without needing to return to the office to verify information.
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Mindset Shift and Workflow Transformation for RMs
Adopting UPWARD increased visibility and tracking of field sales activities. Field staff began proactively proposing new ideas, such as asking if data for specific regions could be visualized on the map, fostering a collaborative culture driven by continuous operational improvement.
