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What is UPWARD?

By providing a user-friendly mobile application specifically designed for sales professionals working in the field, we can turn every customer interaction into a significant corporate resource, thereby driving digital transformation within the sales industry. This strategy enables the conversion of customer interactions into actionable data that can be analyzed and utilized as valuable assets for the organization. Recognizing successful patterns allows for the development of a sales team capable of replicating its achievements consistently. By incorporating location intelligence with customer insights while reducing administrative tasks, we maximize the time available for meaningful customer engagement. The integration of a secure cloud environment facilitates a flexible working style that can easily adapt to different locations. Many organizations, especially larger corporations, are successfully navigating digital transformation within their sales teams across a variety of industries, such as manufacturing, wholesale, finance, information services, construction, real estate, and local government. We strongly believe that operational simplicity is critical for an effective system on the sales floor, as this promotes user engagement and boosts productivity. Furthermore, a system designed with the user in mind can lead to substantial improvements in sales efficiency and contribute significantly to the overarching growth of the business. As sales professionals increasingly rely on technology, the ability to seamlessly access vital information on-the-go is becoming essential for success.

What is LeadPerfection?

LeadPerfection is a sophisticated platform designed to assist businesses in the Home Remodeling and Home Services industries. What sets it apart from other options is its classification as an enterprise-grade solution, making it a pivotal component of a business rather than just a conventional tool. Modeled after the practices of Fortune 500 firms that have successfully crafted and utilized comprehensive systems over many years, LeadPerfection is built to be essential for everyday operations. It not only tracks and analyzes Sales and Lead activities but also integrates effortlessly with Accounting and Payroll systems, making it the only fully integrated “closed loop” business processing solution on the market. Moreover, it includes an automated Do Not Call/Mail feature to maintain compliance with regulations. Users can easily enter the schedules of their sales teams for the upcoming weeks, facilitating better appointment management. Additionally, LeadPerfection allows for the configuration of up to six time slots in a single day, enhancing scheduling flexibility. This multi-faceted approach significantly boosts operational efficiency while simplifying communication and planning processes, ultimately leading to improved productivity for organizations.

Media

Media

Integrations Supported

800response
Adobe Analytics
CallSource
Constant Contact
Five9
Google Chrome
GuildQuality
Hatch
Leap
Microsoft Edge
One Click Contractor
Paradigm Vendo
PaySimple
QuickBooks Online
Safari
Salesforce

Integrations Supported

800response
Adobe Analytics
CallSource
Constant Contact
Five9
Google Chrome
GuildQuality
Hatch
Leap
Microsoft Edge
One Click Contractor
Paradigm Vendo
PaySimple
QuickBooks Online
Safari
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$21.68 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

UPWARD

Company Location

Japan

Company Website

www.upward.jp/

Company Facts

Organization Name

RJR Technology

Date Founded

2000

Company Website

www.leadperfection.com

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

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