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Reduce Operational Burden of Data Updates

Corporate Data Update Time Reduced from One Month to Nearly Zero!

Positioned as an Essential Tool for Sales Strategy

  • SFA/MA Activation
  • Digital Marketing
  • Client Registration and Updates
  • New Sales Prospect List

Works Human Intelligence Co., Ltd.

System and Software Development

INTERVIEWEE

  • Sales & Marketing Div. Sales Planning Dept. Sales Strategy Grp. GrpMgr Mr. Noriyuki Hamada
  • Mr. Hiroto Nishiba
  • Ms. Ikumi Shimizu
  • Ms. Hiroko Hashimoto

Works Human Intelligence Co., Ltd. develops, sells, and supports "COMPANY," a comprehensive human resources system for large enterprises, public institutions, and public interest corporations, while also providing related HR services. "COMPANY" has been implemented by approximately 1,200 corporate groups and holds a significant market share among large organizations with over 1,000 employees. The company is also focusing on providing new talent management services that enable strategic HR practices, such as talent management, skill development, and optimal personnel placement, making it a company to watch for future developments.

  • Challenges Before Implementation

    • It took approximately one month to update corporate data annually, leading to lost opportunities and difficulties in formulating sales strategies.
  • Reasons for Selection

    • The flexibility of the integration between uSonar and Salesforce, as well as its proven track record.
    • The high frequency of corporate data updates, which ensures that the latest information is always available.
  • Results Achieved

    • Beyond corporate data updates, features such as uSonar News, Live Access, and Story have contributed to improved operational efficiency and the creation of new sales opportunities.
    • The assignment of LBC codes has enabled data integration not only with SFA but also with other systems, facilitating smoother information sharing across departments.

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Challenges Before Implementation

We determined that acquiring the latest information was essential for developing an efficient sales strategy.

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The Team at Works Human Intelligence Discussing the Utilization of uSonar

Before implementing uSonar, they stated that they purchased corporate data once a year to develop sales strategies and manually updated the customer company lists held within their SFA.

Hamada

Our department is responsible for sales planning operations, with a mission to improve challenges faced by various sales divisions through systems and data, ultimately driving results. Our sales team consists of approximately 150 members operating in the Tokyo metropolitan area and other major cities. We target large enterprises with 1,000 or more employees as well as public and public-interest corporations, and we manage the essential corporate data for our sales strategies within Salesforce.

As a conventional challenge, we purchased a list of corporate data for companies with 1,000 or more employees from a major credit research agency once a year, but the data update process took about one month to complete. For companies with fewer than 1,000 employees, we conducted research and updated information ourselves, which inevitably led to missed information and omissions. Since there was a gap of about one year until the next purchase of the corporate data list, information updates during that period were handled via individual requests from sales staff, and the system administrators had to perform manual approval tasks, which was extremely time-consuming.

The fact that it took about one month to update information meant that sales personnel faced a one-month period of lost sales opportunities. Given our criteria of targeting companies with 1,000 or more employees, even a discrepancy of a few companies represents a significant fluctuation in our target pool, and we faced the problem that failing to reflect the latest corporate data at all times would lead to lost opportunities.

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Mr. Noriyuki Hamada, Group Manager, Sales Strategy Group, Sales Planning Department, Sales & Marketing Division, Works Human Intelligence Co., Ltd.

Hamada

To increase corporate revenue and achieve sustainable growth, we needed to review our sales productivity. To further improve productivity, the annual data update and cleansing work we were doing at the time was insufficient, and I felt that we needed to constantly grasp the latest corporate data. To obtain the latest corporate data, we needed to overhaul our conventional workflow and implement a system to achieve efficiency.

Deciding Factors for Implementation

Selected uSonar for its update frequency, data accuracy,
and proven track record of integration with Salesforce

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Mr. Noriyuki Hamada, Group Manager, Sales Strategy Group

We understand there were several key factors that led to the decision to implement uSonar to acquire the latest corporate data.

Hamada

We compared services from three companies, including uSonar, which we had already heard about. We discussed the options from various perspectives and made an objective assessment by creating a comparison table.

As a result, we decided to implement uSonar because it provides highly accurate information with frequent updates, offers comprehensive data coverage that includes non-corporate entities such as hospitals, and features robust integration with Salesforce, backed by a proven track record.

Furthermore, compared to other companies, the uSonar sales representative understood our situation and provided appropriate proposals, which earned our trust. We also felt that it would be easy to consult with them even after implementation.

Streamlining administrative tasks was also cited as a major reason for the implementation.

Shimizu

The data update and cleansing process, which took about one month out of the year, was a task I wanted to streamline, especially since we operate as a small, elite team. We also had to handle nearly 200 requests annually to add target companies based on feedback from the sales department, and responding to those requests as they arose was a significant burden.

With the implementation of uSonar, corporate data is now updated automatically, eliminating the month-long manual process. Since we are always able to acquire the latest information, the number of correction requests from the sales department has decreased to just a few per year. The implementation has drastically reduced maintenance work, allowing us to focus on other tasks.

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Ikumi Shimizu, Sales Strategy Group, Sales Planning Department, Sales & Marketing Division, Works Human Intelligence Co., Ltd.

Results Achieved

uSonar News and Live Access
Lead to Improved Productivity,
Including Operational Efficiency and Sales Opportunity Creation

WH06.webp We are also actively promoting the use of our latest service, uSonar News (partially blurred).

Works Human Intelligence Co., Ltd.'s "COMPANY" is a service designed for large enterprises. To further generate sales opportunities, they utilize "uSonar News" within Salesforce in parallel with the corporate data update function.

Hamada

"Each of our assigned representatives is responsible for dozens of target companies on our list, so it is crucial to efficiently manage information gathering time and create sales opportunities for these accounts. This is where we utilize "uSonar News." It displays the latest news for each company registered in Salesforce in chronological order, allowing us to determine the optimal timing for sales activities based on the latest information such as financial results, organizational changes, and personnel transfers.

For example, after a financial results announcement, there is a possibility of budget changes, making it the perfect time to propose service expansions or new implementations. If we can approach clients faster than our competitors by regularly checking uSonar News, it directly leads to increased sales."

Hashimoto

"Previously, information gathering on assigned companies was left to the individual efforts of our sales staff. uSonar News shortens research time for those skilled at gathering information, and for those who are not, it allows them to confirm information about their assigned companies in about one minute just by looking at the page. It is currently a free application, and I felt there was no reason not to use this service.

Therefore, we held study sessions on how to use uSonar News for our internal sales staff, lecturing on how to operate the screen and how to utilize the news. By being able to check information in chronological order, we can make calls to companies at the right time, which has increased our sales activity volume. Furthermore, it has led to higher trust from customers, who often remark, 'You have really done your research on us,' which in turn improves the quality of our dialogues and the precision of our proposals. I feel it is raising the baseline of our information gathering capabilities."

Actively promoting the use of the latest service, "uSonar News" (partially blurred) WH07.jpg

Hiroko Hashimoto, Sales Strategy Group, Sales Planning Department, Sales & Marketing Division, Works Human Intelligence Co., Ltd.

In addition, they are also utilizing the "Live Access" feature, which allows them to identify companies browsing their website by IP address, for their sales activities.

Nishiba

"We utilize "Live Access" to check which companies are accessing our website, and it is well-received for the way that information helps our sales activities.

Furthermore, since we can also see access from companies we are not currently targeting, it has led to the creation of new sales opportunities. In this way, we are able to make proposals that align with the needs of our prospects and consider new sales targets, which has streamlined our sales activities."

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Mr. Hiroto Nishiba, Sales Strategy Group, Sales Planning Department, Sales & Marketing Division, Works Human Intelligence Co., Ltd.

With the implementation of uSonar, the need to manually update corporate lists has been eliminated, and administrative efficiency has improved.

Shimizu

"The accuracy of data updates and cleansing is extremely high, and requests from the sales team for additional corporate data have decreased to just a few per year since implementing uSonar. If we calculate the impact based on the assumption that 50 missed approaches were caused by outdated target corporate lists, we have been able to prevent an annual loss of 90 million yen. We are truly realizing these benefits since introducing uSonar. By automatically updating to the latest information, it contributes to both increasing sales and preventing losses."

The "Stories" feature, which provides original corporate lists categorized by various themes prepared by uSonar, also appears to be highly valued.

Hamada

"For example, companies registered under the 'Companies with Increased Revenue and Profit' story may be considering system investments. Companies that fall under the 'Interest in Work Style Reform' story might be directly interested in our systems. By cross-referencing our target corporate lists with the 'Stories' corporate lists, we can immediately create target lists aligned with our sales themes, and the sales team even sends us 'God-tier' stamps on Slack (laughs)."

The use of uSonar is reportedly expanding to other departments as well.

Hamada

"We have also had LBC codes from uSonar assigned to the corporate lists used by our purchasing department, which has allowed for seamless information sharing, such as identifying that 'this client actually has existing business with us.' Previously, this coordination work took about five hours per month, but by enabling automatic integration with the latest uSonar lists, I feel that we have successfully reduced working hours and improved operational efficiency."

Works Human Intelligence has significantly improved its corporate data management through the use of uSonar (see chart below).

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Future Outlook

Anticipating Further Sales Opportunities
Through the Discovery of Hidden Targets

We understand that sales revenue has more than doubled compared to before the spin-off, and that uSonar has contributed to this growth. They intend to continue leveraging uSonar to generate further sales opportunities.

Hamada

We determine our sales targets based on factors such as employee count. However, we discovered that among smaller companies with lower priority, there are actually important prospects—such as companies whose parent organizations are our target clients, or those with potential for expansion into group companies and subsidiaries. To understand the connections across group companies and the entire holding structure, it is essential to use uSonar, which provides information on corporate parent-child relationships and individual business locations. Moving forward, we plan to integrate this with Salesforce to visualize necessary information and develop effective sales strategies.

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Mr. Noriyuki Hamada, GrpMgr (Right)

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

Article Published: September 19, 2023

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