- CRM/SFA/MA
- Sales Strategy
- Customer Management & Analysis
[Seminar Report]
Three kintone × uSonar User Companies Present
Real-World Examples of Operational Efficiency and Sales Transformation!
Last Updated: May 15, 2024
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Salesforce Success Champions
For those who have implemented Salesforce but are struggling with adoption, we offer potential solutions that may have previously gone unnoticed.
If you want to increase sales through SFA, the essential mindset is to maintain your data from the start. 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 Cup (SFUG CUP)?
2Challenges in Utilizing Salesforce Sales Cloud (SFA)
2-1The Often-Neglected Maintenance of Data Entered into SFA
3Salesforce (SFA) Utilization Case Study: Business Breakthrough, Inc.
4Optimizing Salesforce Through Account Data Maintenance
4-1Comprehensive Corporate Database
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The Salesforce National Utilization Champion Tournament (SFUG CUP), for which entries for 2023 have opened, aims to promote the effective use of Salesforce tools.
It is an annual event where Salesforce user 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, culminating in the selection of the Grand Prize and Excellence Award winners.
While the SFUG CUP highlights the struggles and ingenuity involved in SFA implementation, the challenges are diverse.
To achieve the major goal of Sales DX, organizations must overcome hurdles such as insufficient field information and a lack of coordination between departments and staff members. Furthermore, resolving these issues involves numerous processes, including system selection, understanding current business workflows to identify bottlenecks, transitioning from manual processes to standardization, and determining data flow and integration methods.
Most tasks associated with SFA implementation focus on internal coordination and assessing the current situation... This is expected, as tools will not gain traction unless business processes and data operations are clearly defined.
However, to move beyond mere tool adoption to true utilization, companies often overlook the enrichment of internal data using publicly available information.
For example, corporate information is available through various sources such as corporate registration databases, official websites, and government registries.
By collecting information like location, industry, revenue, and profit from these sources and storing it in an SFA, companies can perform more precise analysis and targeting.
This data is essential for the revenue growth that organizations originally intended to achieve with SFA platforms like Sales Cloud.
It is common to establish a specialized team to handle the enrichment of internal data with external sources.
However, the scope of this work is vast, ranging from data selection and collection to determining data formats, implementation, and ongoing maintenance due to information changes.
Because of this complexity, it is sometimes joked that the workload is so heavy it could justify creating an entirely separate company just to manage it.
Business Breakthrough, Inc., a finalist in the 2022 SFUG CUP, addressed this challenge by integrating Sales Cloud with uSonar, effectively outsourcing the data management process to experts.
uSonar supports the promotion of Sales and Marketing DX by integrating our proprietary, industry-leading corporate database with SFA and CRM systems.
Our corporate database, LBC, covers 12.5 million business locations nationwide. By integrating uSonar, which is powered by LBC, with your internal tools, you can significantly enrich your data.
With over 90% coverage in industry and revenue data, you can achieve the accurate situational awareness that was previously impossible due to data gaps.
Leveraging data and expertise accumulated since the 1990s, we enable the cleansing of duplicate data caused by name changes, office relocations, and inconsistent formatting.
Integrating uSonar with your SFA allows for one-touch registration of accurate corporate information.
It also enables the visualization and extraction of target company lists that have not yet been approached within the total market.
uSonar allows you to optimize everything from account data management to target list extraction.
We have presented the enrichment of account data using external sources as a key secret to successful Salesforce utilization.
While setting internal rules and operational tasks may take priority, "cleaning" the data fed into your tools is essential for moving beyond simple adoption to true utilization.
Why not seriously consider leveraging 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 B2B enterprises to rethink their future business operations.
uSonar is utilized by various companies
across all industries and sectors.
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