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Practical Case Studies on Operational Efficiency and Sales Transformation!
Last Updated: May 15, 2024
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Salesforce Utilization Champions
Have you implemented Salesforce but are struggling to drive adoption? For those facing this challenge, we offer potential solutions that may have previously gone unnoticed.
If you want to increase sales through SFA, the essential foundation is proper data management. We hope this article helps you take the first step toward resolving your data-related issues.
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Table of Contents
1What Is the Salesforce National Utilization Championship (SFUG CUP)?
2Challenges to Overcome for Successful Salesforce Sales Cloud (SFA) Implementation
2-1Preparing the Data to be Entered into SFA, Which is Often Postponed
3Salesforce (SFA) Utilization Case Study of Business Breakthrough, Inc.
4Optimizing Salesforce Through Client Data Management
4-1Comprehensive Corporate Database
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[Seminar Report]
Three kintone × uSonar Users Present
Practical Case Studies on Operational Efficiency and Sales Transformation!
What Are the 3 Reasons Salesforce Fails to Gain Traction in B2B Sales? Tips for Effective Data Utilization
Entries for the 2023 Salesforce National Utilization Championship (SFUG CUP) have opened again this year, with the goal of promoting the effective use of Salesforce tools.
This is an annual event where corporate representatives who use Salesforce share their own implementation case studies.
Participants are judged in preliminary and final rounds for both the Small and Medium-Sized Enterprise and Large Enterprise categories, with the Grand Prize and Excellence Awards selected at the end.
While the SFUG CUP highlights the struggles and ingenuity involved in each company's SFA utilization, the challenges are diverse.
To achieve the major goal of Sales DX, obstacles such as a lack of information on the front lines and insufficient coordination between departments and staff must be overcome. Furthermore, resolving these issues involves many processes, including system selection, understanding the current state of business workflows to identify bottlenecks, moving away from analog operations toward standardization, and determining data flow and integration methods.
Many of the task settings associated with SFA implementation focus on internal coordination and understanding the current situation... This is natural, as tools will not take root unless business and data operations are clearly defined.
However, to move beyond mere tool adoption to actual utilization, one aspect often overlooked is the enrichment of internal data using publicly available information.
For example, information regarding companies is available from many sources, such as corporate number websites, corporate registries, and official websites.
By collecting various information from these sources—such as location, industry, revenue, and profit—and storing it in an SFA, it becomes possible to perform more precise analysis and targeting.
This is essential data for the improvement of sales revenue, which is what companies truly aimed to achieve with SFA platforms like Sales Cloud.
It is common to establish a specialized team to handle the organization of internal data using external data.
However, the scope of this work is vast, ranging from data selection and collection to determining data formats, reflecting changes, and performing maintenance due to information updates.
Because of this difficulty, it is sometimes joked that a specialized company could be formed just to handle this task rather than a team.
Business Breakthrough, Inc., which advanced to the 2022 SFUG CUP finals, addressed this challenge by integrating Sales Cloud with uSonar. In effect, they outsourced the task to an external company of experts.
uSonar supports the promotion of DX in sales and marketing operations by integrating its uniquely constructed, one of Japan's largest corporate databases with SFA and CRM systems.
The corporate database LBC covers 12.5 million business locations nationwide. By integrating uSonar, which is equipped with LBC, with your internal tools, you can enrich your information.
With over 90% coverage of industries and revenue data, you can accurately grasp the current situation, which was previously impossible due to a lack of information.
Thanks to data and knowledge accumulated since the 1990s, it is possible to cleanse duplicate data caused by old and new company names, office relocations, and variations in notation.
By integrating uSonar with your SFA, you can register accurate corporate information with a single touch.
It is also possible to visualize company groups within the entire market that you have not yet approached and extract them as a list.
With uSonar, you can optimize everything from organizing business partners to extracting target lists.
As a secret to Salesforce utilization, we have presented the option of enriching business partner data using external data.
While it may have a lower priority than operational tasks like setting internal rules, "organizing" the data you put into your tools is essential for "utilization" beyond mere "adoption."
Why not seriously consider using external data to maximize your SFA utilization?
Author of This Article
uSonar Editorial Department
MX Group Editor-in-Chief
This is the uSonar Editorial Department.
We provide information on data utilization and digital technology useful for considering future business practices, primarily for companies engaged in B2B operations.
uSonar is utilized by various companies
across a wide range of industries and sectors.
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