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Unifying Customer Data for Salesforce Optimization

Driving Salesforce Adoption with uSonar
LBC Delivers Power in Customer Data Matching and Unification

  • SFA/MA Activation
  • Group Strategy
  • Client Registration and Updates
  • Data Matching
  • New Prospect Lists

Mitsubishi UFJ NICOS Co., Ltd.

Finance & Credit Card

INTERVIEWEE

  • Mr. Ono, Deputy General Manager, Corporate Planning Department, Sales Division II
  • Mr. Sahoda, Senior Researcher, Corporate Planning Department, Sales Division II

As a core company in the payment sector for the Mitsubishi UFJ Financial Group, Mitsubishi UFJ NICOS Co., Ltd. promotes its business through partnerships with various companies both inside and outside the group. They provide a diverse range of payment services aimed at realizing a convenient, safe, and secure cashless society, including issuing credit cards for individuals and corporations, introducing payment systems to merchants, and handling card issuance operations commissioned by financial institutions. The Sales Division II, which is responsible for corporate sales, has worked to establish the use of sales support tools (SFA, hereinafter Salesforce) with the goal of creating more time for staff to engage with customers, and they report that Salesforce adoption has successfully progressed. It appears that the contributions of uSonar, including SideSonar, played a key role behind this success. We interviewed them to learn more.

  • Challenges Before Implementation

    • Centralize sales activity information within Salesforce
    • Reduce the operational burden of registering customer information and ensure accurate data entry at the corporate entity level
  • Reasons for Implementation

    • Centralization of customer information and enrichment of attribute data using uSonar's database of 12.5 million corporate records
    • Seamless Integration with Salesforce
  • Results Achieved

    • Reduced Salesforce data entry burden for sales representatives and improved access efficiency to fragmented customer information
    • Successfully achieved long-term Salesforce adoption

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Mr. Ono, Deputy General Manager, Corporate Planning Department, Sales Division II (Left); Mr. Sahoda, Senior Researcher, Corporate Planning Department, Sales Division II (Right)

Challenges Before Implementation

Centralize information required for sales activities in Salesforce
Reduce the burden of customer data entry and ensure accurate corporate-level information registration

The Corporate Planning Department has been working on a project to drive the adoption of SFA (Salesforce) within the sales organization, utilizing uSonar as part of this initiative. Could you please share the background and challenges that necessitated this project?

Sahoda

At the time, our primary concern was that sales representatives were using multiple systems and Excel files to verify information for pre-proposal preparation and internal reporting. This consumed a significant amount of time, preventing them from dedicating sufficient time to our clients. Consequently, we launched this project with the goal of establishing a system that would improve productivity and further strengthen client relationships by centralizing information within Salesforce.

Ono

Previously, when recording sales activities in our existing system, corporate names were registered in various formats, including Kanji, Katakana, and English characters. As a result, the same corporation was registered as multiple customer records, leading to challenges in searchability and centralized management.
At the start of the project, we prioritized managing customer information uniquely by corporate entity and decided to implement uSonar. Looking back, I believe the project would not have been a success without uSonar's products.

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Mr. Ono, Deputy General Manager, Corporate Planning Department, Sales Division II

Reasons for Implementation

Centralization of customer information and enrichment of attribute data using uSonar's 12.5 million corporate records
Seamless integration with Salesforce

Thank you for considering our solution as the key to your successful Salesforce adoption. Were you familiar with our company before this?

Ono

We had previously requested corporate number assignment from uSonar on an ad-hoc basis. When considering the implementation for this project, we compared it with services from other companies, but the deciding factors were the extensive database of 12.5 million corporate records and the seamless integration with Salesforce.
Before implementation, we tested how many corporate numbers could be assigned to our existing customer data, and the results exceeded our expectations. I also clearly remember being impressed by the smoothness of the Salesforce integration when we viewed the demo screen.

How exactly did you approach the promotion of the SFA implementation?

Sahoda

First, we established a dedicated project office within the headquarters and conducted a PoC for the implementation of Salesforce and uSonar. After a trial period in select departments, we rolled it out to all departments within the headquarters.
Throughout the PoC and trial phases, we engaged in repeated interviews and discussions, striving to achieve a UI/UX that allows users to experience tangible benefits.

How would you describe the features of uSonar while promoting the adoption of Salesforce?

Sahoda

When we held Salesforce briefing sessions internally, many employees showed interest in Side Sonar. I believe they were impressed by the volume and quality of information available through Side Sonar.
I think it helped them visualize concrete use cases, such as creating target lists using 12.5 million corporate records and identifying group and affiliated companies.

Ono

The integration between Side Sonar and Salesforce also received a positive response.
Although we often have to launch multiple systems during our daily operations, the integration between Side Sonar and Salesforce was praised for being surprisingly seamless.

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Mr. Sahoda, Senior Researcher, Corporate Planning Department, Sales Division II

Results Achieved

Reduced the operational burden of data entry into Salesforce and improved access efficiency to fragmented customer information.
Successfully achieved the Salesforce adoption that we had been striving for over many years.

Could you also tell us specifically about the results achieved through the implementation of uSonar?

Sahoda

The ability to seamlessly register customer information into Salesforce. It is extremely rare for a search not to yield a match within uSonar's database of 12.5 million corporate records, and even in those rare cases, uSonar conducts prompt investigations for us. The timely updates of attribute information and the high frequency of automatic synchronization with Salesforce are also significant advantages. Our sales representatives can now verify the latest customer information directly within Salesforce without needing to check Side Sonar.

Ono

Furthermore, with recent updates, we can now view news related to our customers directly within Salesforce. I personally check for news updates within Salesforce as well. I feel that uSonar's updates consistently provide the services that users truly need.

We believe that our 'Demand-Driven Management'—where we proactively address customer requests by immediately improving or customizing our UI/UX and information—is actually one of our greatest strengths.

Sahoda

There is one instance of uSonar's support that left a lasting impression on me. One of the features of the Mixer allows users to upload their own corporate list files and output them linked with uSonar's corporate attributes. At the time, this required a drag-and-drop file movement operation, which was not compatible with our company's environment. Even though I knew it was a difficult request, I asked if it would be possible to specify the file path directly. They immediately brought it to an internal meeting, and it was made possible. I remember being deeply impressed by uSonar's commitment to responding instantly to user feedback.

Ono

I also feel that uSonar's customer success team is incredibly helpful. Many of our users have participated in the Side Sonar training sessions, and they are highly regarded for being very easy to understand. We also appreciate that these sessions are held at different levels—beginner, intermediate, and advanced—to match the proficiency of the participants.

■ uSonar × Mitsubishi UFJ NICOS Co., Ltd. Corporate Data Integration Diagram (Below)

uSonar_Mitsubishi UFJ NICOS_Chart_240219.png

Future Outlook

Salesforce: From Data Accumulation to Utilization Phase
Aiming to Provide Services That Exceed Customer Expectations

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Mr. Ono, Deputy General Manager, Corporate Division, Sales Department II (Left); Mr. Sahoda, Senior Researcher, Corporate Division, Sales Department II (Right)

Looking back, would you say this adoption project has been a success? Also, what are the challenges moving forward?

Ono

I can say it has been a success as a first phase. By using uSonar, we have achieved unique management of customer information at the corporate level, and we are now able to accumulate customer information and sales activity data in Salesforce.
In the next phase, we believe it is important to utilize that information, and targeting sales prospects by leveraging data from uSonar and Salesforce is one such initiative.

SideSonar has various features; how are you utilizing them?

Sahoda

We are improving the accuracy of our target lists by using the "Trans" feature of SideSonar to append financial information, industry types, and revenue scales.
Furthermore, while target list creation was previously handled mostly by the planning side, the introduction of SideSonar has led to a movement where the sales team is now performing targeting proactively. Since it is possible to target from various angles using features like "Story," I believe we are beginning to conduct sales activities with new perspectives and ideas.

Finally, what are your aspirations for the future? Please tell us about your requests or the vision you have for horizontal expansion.

Sahoda

We will further advance our utilization of Salesforce and SideSonar. We aim to enhance the quality and volume of our sales activities through effective target list creation, automated data entry into Salesforce, opportunity management, and win/loss analysis. Furthermore, we envision collaborating with other internal departments and group companies to provide services that exceed our customers' expectations.

Ono

It is important to remember that the implementation of Salesforce and SideSonar is not the end, but rather the beginning of how we utilize these tools moving forward. We look forward to your continued support, uSonar.

Thank You for Your Time Today.

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

*New subscriptions for SideSonar ended in February 2025. Analysis and list creation features have been integrated into PLANSonar, and CRM/SFA enhancement features have been integrated into GuideSonar.

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