- CRM/SFA/MA
- Sales Strategy
- Customer Management & Analytics
[Seminar Report]
Three kintone × uSonar Users Share Their Experiences
Practical Examples of Operational Efficiency and Sales Transformation!
Last Updated: May 15, 2024
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If you have implemented Salesforce but are struggling to drive adoption, we offer solutions that may reveal paths to success you have not yet considered.
If you want to increase sales through SFA, the fundamental requirement is proper data management. We hope this article helps you take the first step toward resolving your data challenges.
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Table of Contents
1What Is the Salesforce User Group (SFUG) Cup?
2Challenges in Leveraging Salesforce Sales Cloud (SFA)
2-1The Often Overlooked Importance of Data Preparation for SFA
3Salesforce (SFA) Success Story: Business Breakthrough, Inc.
4Optimizing Salesforce Through Effective Account Data Management
4-1Comprehensive Corporate Database
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[Seminar Report]
Three kintone × uSonar Users Share Their Experiences
Practical Examples of Operational Efficiency and Sales Transformation!
Three Reasons Why Salesforce Fails to Take Root in B2B Sales: Tips for Effective Data Utilization
The 2023 entry period for the Salesforce National Utilization Champion Tournament (SFUG CUP) has begun. The purpose of this event is to promote the effective utilization of Salesforce tools.
It is an annual event where corporate representatives share their company's implementation success stories.
Participants are judged in preliminary and final rounds within Small-to-Medium Enterprise and Large Enterprise categories, with the best entries receiving top awards.
The SFUG CUP features stories of the struggles and ingenuity involved in achieving SFA utilization, highlighting a wide range of challenges.
To achieve the major goal of Sales DX, organizations must overcome hurdles such as a lack of information in the field and poor coordination between departments and staff members. Furthermore, achieving this requires navigating many processes, including system selection, understanding current business workflows to identify bottlenecks, moving away from manual processes toward standardization, and determining data flow and integration methods.
Most 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 often-overlooked factor is the enrichment of internal data using publicly available information.
For example, corporate information is available from many sources, such as corporate number websites, official registries, and company websites.
By collecting various information from these sources—such as location, industry, revenue, and profit—and storing it in an SFA, companies can perform more precise analysis and targeting.
This data is essential for the revenue growth that companies originally aimed to achieve with SFA platforms like Sales Cloud.
It is common to establish a specialized team to handle the enrichment of internal data using external sources.
However, the scope of this work is vast, ranging from data selection and collection to determining data formats, implementation, and maintenance due to information changes.
Because of this difficulty, it is sometimes joked that the task is so demanding it could justify the creation of an entire company dedicated to it.
Business Breakthrough, Inc., a finalist in the 2022 SFUG CUP, addressed this challenge by integrating Sales Cloud with uSonar. In effect, they outsourced this work to a specialized external company.
uSonar supports the promotion of DX in sales and marketing 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 powered by LBC, with your internal tools, you can enrich your information.
With over 90% coverage in industry and revenue data, you can achieve an accurate understanding of the current situation that was previously impossible due to information gaps.
Leveraging data and knowledge accumulated since the 1990s, we can 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 companies in the overall market that you have not yet approached and extract them as a list.
With uSonar, you can optimize everything from organizing your client data to extracting target lists.
We have presented the enrichment of client data using external sources as a secret to successful Salesforce utilization.
While tasks such as setting internal rules take priority for operational adoption, "cleaning" the data you put into your tools is essential for moving beyond mere adoption to true "utilization."
Why not seriously consider utilizing external data to maximize your SFA investment?
About the Author
uSonar Editorial Department
MX Group Editor-in-Chief
This is the uSonar Editorial Department.
We provide information on data utilization and digital technologies useful for considering future business operations, primarily for companies engaged in B2B business.
uSonar is utilized by various companies
across all industries and sectors.
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