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Advancing Corporate CRM

Experiencing ease of use and the acquisition of valuable information, leading to widespread adoption among staff, with expectations for further utilization across all corporate sales operations.

Implemented mSonar / Side Sonar to Advance Corporate CRM

JTB Corp.

Internet-related, Investment, Corporate Management, Leisure and Leisure Facilities

INTERVIEWEE

  • Business Solution Business Headquarters
    Business Planning Team
    Business Planning Manager, Masahiro Morita

JTB Corp. develops its Exchange Creation Business, which focuses on tourism to create actions and interactions that connect people, regions, and society.

Specifically, our operations are structured into three core business segments: the Tourism Business, which serves as our foundation; the Business Solutions Business, which assists in resolving corporate challenges and facilitates collaboration between enterprises and public organizations; and the Area Solutions Business, which addresses regional issues, manages human traffic, and supports regional revitalization through initiatives such as the Hometown Tax Donation program.

  • Challenges Before Implementation

    • Customer information was managed individually by each sales office and representative.
    • There were challenges regarding the productivity of corporate sales activities.
  • Key Reasons for Implementation

    • It allows for easy business card scanning while enabling the integration of valuable corporate attribute data.
    • The richness of industry and corporate data, combined with the ability to visualize corporate group and office relationships starting from business card information.
  • Results Achieved

    • The number of registered business cards increased dramatically from approximately 3,000 to 7,000 per month.

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Challenges Before Implementation

Restructuring the system with the goal of advancing corporate CRM to improve productivity through operational efficiency and sales expansion.

Within the JTB Corp. group, which has corporate sales offices nationwide, customer information was managed individually by each office and person. To centralize and effectively utilize this information, we have been focusing on building a new sales model utilizing digital technology since around 2018.

The information to be centralized includes not only customer information from JTB's entire corporate sales division but also real-world sales activity data, expertise, customer needs and challenges, key person information, and data obtained through digital initiatives by each corporate sales entity.

Through these efforts, we can build an information infrastructure centered on the customer using data from each corporate sales organization, enabling sales activities that also provide benefits to our customers.

Furthermore, we are working across the entire corporate sales division to solve the challenge of improving productivity by reducing the man-hours involved in corporate sales and leading to increased profitability.

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Morita

"We were already using the corporate database 'LBC' from uSonar (formerly Landscape). During a meeting regarding LBC, we discussed our challenge of improving productivity, which led to the proposal of 'Meishi Sonar' (currently mSonar). Although we had been using a different business card management service, it was only utilized by a few departments. Departments that did not use it had to perform manual data entry, which limited its effectiveness and created challenges for improving operational efficiency."

Because the effectiveness of the business card management service at the time was limited, and replacing a system within JTB, which operates nationwide, presented a high hurdle, the process was handled with caution.

Morita

"When I heard the details of 'Meishi Sonar,' I learned that it allows for easy business card ingestion and links that data with the valuable corporate attribute information that is a hallmark of uSonar. I was attracted to the fact that we could not only break away from the situation where offices and individuals nationwide managed customer information on their own, but also organize and utilize that information effectively. We began considering its implementation.

However, replacing a system means changing the way things have been done, so we could not simply decide to 'give it a try.' We needed to consider it carefully.

Therefore, to ensure a fair judgment, we compared and evaluated multiple business card management services and scored them independently. In fact, 'Meishi Sonar' did not rank first in the total score. However, because 'Meishi Sonar' scored highly in the areas we felt were necessary for solving our challenges and achieving our goals, we felt the necessity of its implementation once again.

Specifically, we were impressed by the abundance of industry and corporate information, the ability to understand corporate group and office connections starting from business card information, and the fact that it was superior from the perspective of field sales, such as providing information on companies residing in specific buildings. After that, I presented this clearly within the company and obtained approval."

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Key Factors for Implementation

Prioritizing Pre-Implementation Training to Ensure Internal Adoption

We began the implementation of Meishi Sonar (currently mSonar) while coordinating with our existing corporate platform. Having already utilized uSonar's LBC, the implementation process itself was seamless.

Morita

We began moving toward actual implementation around autumn. We restructured the system to ensure it would be fully operational by spring, and we were able to launch as scheduled without any particular issues.

This is thanks to the strong collaboration between the sales and systems teams at uSonar. I am grateful for their support, as they were able to provide immediate answers to all our questions and remained flexible throughout the process.

Leading up to the spring launch, we focused on internal training regarding the benefits of the new system, ensuring that employees understood this was more than just a simple change from our previous business card management service.

Morita

When I was in sales, I also felt the frustration of manually entering business cards. However, I believed that if everyone understood the results that could be achieved by registering business cards in Meishi Sonar, they would be motivated to use it.

Therefore, we conducted training on why registering business cards is important, how it leads to tangible results, and how it enhances the value we provide.
We also explained the differences from our previous business card management service and the background behind why we introduced Meishi Sonar, emphasizing that it is much more than just a tool for managing business cards.

Even after the implementation, they dedicated efforts to ensuring widespread adoption, including hosting internal seminars.

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Morita

As a result, while we previously registered about 3,000 business cards per month using our former business card management service—which required manual data entry—that number has increased dramatically to 7,000 cards since implementing Meishi Sonar. uSonar informed us that this is one of the highest capture rates among their corporate clients, which reaffirmed to me that the tool has truly permeated our team.

Although we initially provided training based on headquarters' directives, department representatives now proactively prepare their own materials and share success stories within our internal community, demonstrating that they clearly recognize the benefits of the system. Furthermore, while I anticipated some resistance to switching services, there was none; in fact, I often hear feedback that it is easier to use. I am delighted by this, as it confirms that our team realizes this is a truly useful information service.

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Results Achieved

Establishing a Foundation for Unified Sales and Advancing Toward Our Goals

Realizing Internal Adoption and Starting Our Journey Toward Solving Challenges

Morita

As a system, we have successfully achieved internal adoption and made a smooth start. Not only our team members but also our President are actively using it. By entering sales activity reports, we can now track not only points of contact but also progress, and key decision-makers have become visible. We aim to leverage effective sales activities based on the valuable information gained from Meishi Sonar.

Additionally, we have high expectations for the Rating 2.0 feature, which uses AI to create lists of high-potential customers based on various data collected through the Side Sonar functionality we implemented simultaneously. By utilizing this feature, headquarters intends to conduct more precise targeting using data-driven insights.

We will not rest on the success of our initial launch; instead, we look forward to further maximizing our usage and energizing our unified sales efforts.

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*Our service and feature names are current as of the time of the interview.

*New subscriptions for Side Sonar ended in February 2025. Analysis and list creation features have been transferred to PLANSonar, and CRM/SFA enhancement features have been transferred to GuideSonar.

*The latest business card management app currently offered is mSonar. Meishi Sonar refers to the former name of mSonar prior to December 2023, or the service formerly known as THE Meishi Kanri Business provided by NTT DATA NJK Corporation, which was renamed following our acquisition of the service in December 2024.

*Rating 2.0 was an optional feature of Side Sonar (new subscriptions ended in February 2025), and new subscriptions for this feature ended in April 2025. Similar functionality has been integrated into the AI list features of PLANSonar.

Publication Date: August 25, 2022

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