- 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
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 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 Overlooked Importance of Data Maintenance in SFA
3Salesforce (SFA) Implementation Case Study: Business Breakthrough, Inc.
4Optimizing Salesforce Through Account Data Management
4-1Comprehensive Corporate Database
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The Salesforce National Utilization Champion Tournament (SFUG CUP), for which entries for 2023 have begun, aims to promote the effective use of Salesforce tools.
It is an annual event where corporate Salesforce users share their own implementation success stories.
Participants are judged in preliminary and final rounds within Small-to-Medium Enterprise and Large Enterprise categories, with Grand Prize and Excellence Award winners selected at the end.
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, companies must overcome obstacles such as insufficient information on the front lines and a lack of coordination between departments and staff members. Furthermore, solving these issues involves many processes, including system selection, understanding current business workflows to identify bottlenecks, moving away from analog 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 gain traction unless business and data operations are clearly defined.
However, to move beyond mere tool adoption to actual "utilization," companies often overlook the expansion of internal data using publicly available information.
For example, corporate information 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, companies can perform more precise analysis and targeting.
This data is essential for the revenue growth that companies truly intended to achieve with SFA platforms like Sales Cloud.
It is common to establish a specialized team to handle the maintenance of internal data using external data.
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 difficulty, it is sometimes joked that the task is so demanding it could justify creating an entire company dedicated to it.
Business Breakthrough, Inc., which advanced to the 2022 SFUG CUP finals, addressed this challenge by integrating Sales Cloud with uSonar. In effect, they outsourced this work to an external expert company.
uSonar supports the promotion of DX in sales and marketing by integrating its uniquely constructed, industry-leading corporate database 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 internal tools, companies can expand their information.
With over 90% coverage in industry and revenue data, companies can achieve an accurate understanding of their current situation, which was previously impossible due to information gaps.
Leveraging data and knowledge accumulated since the 1990s, uSonar enables the cleansing of duplicate data caused by name changes, office relocations, and variations in notation.
By integrating uSonar with an SFA, users can register accurate corporate information with a single touch.
It is also possible to visualize untapped companies within the overall market and extract them as a list.
With uSonar, you can optimize everything from client data organization to target list extraction.
We have presented the expansion of client data using external data as a secret to successful Salesforce utilization.
While setting internal rules and other operational adoption tasks take priority, "cleaning" the data you input 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 B2B enterprises to rethink their future business operations.
uSonar is utilized by various companies
across all industries and sectors.
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