Mitsubishi UFJ NICOS Co., Ltd.

Sahoda

At the time, our primary concern was that sales representatives were forced to use multiple systems and Excel files to verify information for pre-proposal preparation and internal reporting. This consumed a significant amount of time, leaving insufficient time to engage directly with our clients. Therefore, we launched this project with the goal of centralizing information within Salesforce to improve productivity and establish a framework that further strengthens our client relationships.

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 often registered as multiple distinct customer records, creating challenges for searchability and centralized management.
At the start of the project, we prioritized managing customer information uniquely at the corporate level and decided to implement uSonar. Looking back, I believe this project would not have succeeded without uSonar's solutions.

Ono

We had previously requested uSonar to assign corporate numbers 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 the 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 first viewed the demo screen.

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.
During the PoC and trial phases, we conducted repeated interviews and discussions, striving to achieve a UI/UX that allowed users to experience tangible benefits.

Sahoda

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

Ono

The integration between SideSonar and Salesforce also received a positive response.
In our daily operations, we often have to launch multiple systems, but the integration between SideSonar and Salesforce was praised for being surprisingly smooth.

Sahoda

The ability to register customer information into Salesforce seamlessly.
It is extremely rare for a search not to yield a match within uSonar's database of 12.5 million corporate records, and even when that happens, uSonar provides prompt research support. 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 on Salesforce. I personally check for news within Salesforce as well.
I feel that uSonar's updates consistently provide the services that users truly need.

Sahoda

I have a very memorable experience regarding the support from uSonar. The Mixer feature allows us to upload our own corporate list files and output them linked with uSonar's corporate attributes. However, it required a drag-and-drop file movement operation, which our environment at the time could not support.
Knowing 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 became possible to support it.
I remember being impressed by uSonar's stance of responding immediately to user feedback.

Ono

I also feel that uSonar's customer success team is very helpful. Many of our users participate in the Side Sonar training sessions, and they are highly regarded for being very easy to understand.
I am also grateful that they are held in stages, such as beginner, intermediate, and advanced levels, to match the participants' skill levels.

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 are able to accumulate customer information and sales activity information in Salesforce.
In the next phase, we believe it is important to utilize that information, and targeting sales prospects using uSonar's information and Salesforce's information is one such initiative.

Sahoda

We are improving the accuracy of our target lists by using the "Trans" feature of SideSonar to append financial information, industry classifications, and revenue scales.
Furthermore, while target list creation was previously handled primarily by the planning department, the introduction of SideSonar has encouraged the sales team to proactively engage in targeting. Since it is possible to target from various angles using features like "Story," we are beginning to conduct sales activities with new perspectives and ideas.

Sahoda

Salesforce and SideSonar will be utilized even further. We aim to enhance the quality and volume of our sales activities through effective target list creation, automated integration into Salesforce, opportunity management, and win/loss analysis. We are also envisioning collaboration with other internal departments and group companies, aiming to provide services that exceed our customers' expectations.

Ono

Salesforce and SideSonar are not just about the implementation; how they are used afterward is what matters most. We look forward to your continued support, uSonar.