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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 Perenso Field Sales?

Boost your field sales by 20% while simultaneously cutting down on administrative tasks with our comprehensive sales automation solution. Perenso Field Sales equips businesses with advanced technology designed to enhance their selling capabilities in the field. The platform boasts a wide range of features aimed at connecting with the right audience and delivering accurate information to facilitate optimal deals, thereby improving efficiency and maximizing revenue. This versatile sales execution platform caters to wholesalers, manufacturers, and distributors of all sizes, especially those targeting retail businesses. It includes capabilities for bulk data import and export as well as bulk content upload and automatic matching features. The user-friendly interface allows for easy content searches, and users can send emails directly from the application. Multiple diary entries for calls can be created simultaneously, and the intuitive management system simplifies scheduling. You can also repeat bulk scheduled calls and access product information directly within an order screen tailored to your business needs. Additionally, the platform allows you to capture photos and make notes, which can be consolidated into comprehensive reports on competitors. Progress tracking and goal setting are available at any time within the application, enabling users to establish targets across a diverse range of metrics for enhanced performance. Overall, this solution positions your sales team for greater success in a competitive market.

Media

Media

Integrations Supported

Salesforce
DEAR Inventory
MYOB
Microsoft Dynamics 365
NetSuite
SAGE
SAP ERP
Tableau
Xero

Integrations Supported

Salesforce
DEAR Inventory
MYOB
Microsoft Dynamics 365
NetSuite
SAGE
SAP ERP
Tableau
Xero

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

Perenso

Date Founded

1994

Company Location

Australia

Company Website

www.perenso.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

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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