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Unifying Customer Data for Salesforce Optimization

Achieving Salesforce Adoption Success with uSonar
LBC Demonstrates 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 and Credit Cards

INTERVIEWEE

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

Mitsubishi UFJ NICOS Co., Ltd. serves as the core entity for the payment sector within the Mitsubishi UFJ Financial Group, driving business through partnerships with various companies both inside and outside the group. They provide a diverse range of payment services to realize a convenient, safe, and secure cashless society, including issuing credit cards for individuals and corporations, implementing payment systems for merchants, and handling card issuance operations outsourced by financial institutions. The Sales Division II, which handles corporate sales, has successfully increased the adoption of their sales support tool (SFA, hereafter Salesforce) with the goal of creating more time for staff to engage with customers. It appears that the contributions of uSonar, including LBC (formerly Side Sonar), played a significant role behind this success. We interviewed them to learn more.

  • Challenges Before Implementation

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

    • 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 the operational burden of Salesforce data entry for sales representatives and streamlined access 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 essential sales activity information within Salesforce.
Reduce the burden of customer data entry and ensure accurate registration of corporate information.

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

Sahoda

At the time, we were concerned that our sales representatives were using multiple systems and Excel files to verify information for proposal preparation and internal reporting. This consumed a significant amount of time, preventing them from dedicating sufficient time to engaging with our clients. Therefore, we launched this project with the goal of centralizing information in Salesforce to improve productivity and establish a framework that further strengthens our client relationships.

Ono

Previously, when recording sales activities in existing systems, 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 at the corporate level and decided to implement uSonar. Looking back, I believe the project would not have been successful without uSonar's products.

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

Deciding Factors 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 uSonar to assign corporate numbers on an ad-hoc basis. While we compared other services for this project, 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.

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

Sahoda

First, we established a dedicated project office within the division 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 division.
During the PoC and trial phases, we conducted repeated interviews and discussions, striving to achieve a UI/UX that allows users to experience tangible benefits.

Salesforce How Did You Find the Features of uSonar While Promoting Salesforce Adoption?

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 our database of 12.5 million corporate records or verifying group and subsidiary company structures.

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 feedback was that the integration between SideSonar and Salesforce is surprisingly seamless.

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Senior Investigator, Corporate Division, Sales Headquarters No. 2, Mr. Sahoda

Results Achieved

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

Could you also tell us specifically about the results achieved by implementing uSonar?

Sahoda

Salesforce allows for the seamless registration of customer information.
It is extremely rare for a search not to yield a match within uSonar's database of 1250 million corporate records, and even in those rare instances, the uSonar team conducts prompt investigations on our behalf.
The timely updates to attribute information and the high frequency of automatic synchronization with Salesforce are also significant advantages. Our sales representatives can now access the latest customer information directly within Salesforce without needing to check Side Sonar.

Ono

Furthermore, recent updates now allow us to view customer-related news 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' approach, where we immediately address customer requests by improving or customizing our UI/UX and information offerings, is actually our greatest strength.

Sahoda

I have a very memorable experience regarding the support provided by uSonar. 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. However, this required a drag-and-drop file movement operation, which was not compatible with our company's environment at the time.
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 the feature was subsequently implemented.
I remember being deeply impressed by uSonar's commitment to responding immediately to user feedback.

Ono

I also feel that uSonar's customer success team is exceptionally helpful. Many of our users participate 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, such as 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 Developments

Moving 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 Sales Division II (Left), Mr. Sahoda, Senior Researcher, Corporate Sales Division 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 and sales activity information in Salesforce.
We believe that utilizing this information is crucial for the next phase, and targeting sales prospects by leveraging data from both uSonar and Salesforce is one such initiative.

SideSonar offers a variety of features. How are you utilizing them?

Sahoda

We are improving the accuracy of our target lists by using the "Trans" feature in SideSonar to append financial data, industry types, and revenue scales.
Furthermore, while target list creation was previously handled mostly by the planning side, the introduction of SideSonar has encouraged sales teams to perform targeting proactively. With features like "Story" allowing for targeting from various angles, we are beginning to see a shift toward sales approaches driven by new perspectives and ideas.

Finally, what are your aspirations for the future? Please share your requests and any vision you have for horizontal expansion.

Sahoda

Salesforce and SideSonar will be utilized even further. We aim to enhance the quality and quantity 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 they are utilized. 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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