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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 Cleansing
  • 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

As the core entity 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, including the issuance of credit cards for individuals and corporations, the implementation of payment systems for merchants, and the outsourcing of card issuance operations for financial institutions, all aimed at realizing a convenient, safe, and secure cashless society. The Sales Division II, which handles corporate sales, has focused on the adoption of sales support tools (SFA, hereafter Salesforce) with the goal of creating more time for client engagement, and reports that Salesforce adoption has successfully progressed. It appears that the contributions of uSonar, including Side Sonar, played a significant role behind this success. We interviewed them to learn more.

  • Challenges Before Implementation

    • Centralize Sales Activity Information within Salesforce
    • Reduce the Operational Burden of Customer Data Entry and Ensure Accurate Corporate Data Registration
  • 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 Previously Fragmented Customer Information
    • Successfully Achieved Long-Term Salesforce Adoption

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Mr. Ono, Deputy General Manager, Corporate Division, Sales Headquarters 2 (Left); Mr. Sahoda, Senior Researcher, Corporate Division, Sales Headquarters 2 (Right)

Challenges Prior to Implementation

Centralize Sales Activity Information in Salesforce
Reduce the Operational Burden of Registering Customer Information and Ensure Accurate Corporate Data Entry

The Corporate Planning Department has been working on a project to establish 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 led to the necessity of this project?

Sahoda

At the time, our concern was that sales representatives were using multiple systems and Excel files for tasks such as pre-proposal research and internal reporting. This consumed a significant amount of time, leaving insufficient time to engage directly with our customers. Therefore, we launched this project with the goal of centralizing information in Salesforce to improve productivity and build a framework that further strengthens our customer 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 registered as multiple customer records, creating challenges for searchability and centralized management.
At the start of the project, we prioritized managing customer information uniquely by corporate entity above all else, which led us to decide to implement uSonar. Looking back, I believe that without uSonar's products, this project would not have been a success.

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Mr. Ono, Deputy General Manager, Corporate Planning Department, Sales Division 2

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

Thank you for considering us a key to the success of your Salesforce adoption. Were you familiar with our company prior to 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 first viewed the demo screen.

How did you specifically 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.
During the PoC and trial phases, we repeatedly held interviews and discussions, striving to achieve a UI/UX that would allow users to experience tangible benefits.

What were the advantages of uSonar while you were promoting the adoption of Salesforce?

Sahoda

When we held internal briefing sessions for Salesforce, many employees expressed interest in SideSonar. I believe they were surprised by the volume and quality of information available through SideSonar.
I think it helped them visualize specific use cases, such as creating target lists using the 12.5 million corporate records and 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 integration between SideSonar and Salesforce was praised for being surprisingly smooth.

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

Results Achieved

Reduced the operational burden of registering data into Salesforce and improved access efficiency to previously fragmented customer information.
Successfully achieved long-term Salesforce adoption.

Could you please provide specific details on the results achieved through the implementation of uSonar?

Sahoda

The ability to register customer information into Salesforce seamlessly.
It is extremely rare for a company not to be found within uSonar's database of 12.5 million corporate records, and even in those rare cases, uSonar provides prompt research support. The timely updates of attribute information and the high frequency of automatic synchronization with Salesforce are also significant advantages. Sales representatives can now view the latest customer information directly within Salesforce without needing to check Side Sonar.

Ono

Furthermore, with recent updates, we can now 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'—where we immediately address customer requests by improving or customizing our UI/UX and information—is one of our company's greatest strengths.

Sahoda

I have a very memorable experience regarding the support from uSonar. One of the features in Mixer allows us to upload our own corporate list files and output them linked with uSonar's corporate attributes. However, this required a file transfer operation via drag-and-drop, which our company's 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 up in an internal meeting, and they were able to accommodate us.
I remember being deeply impressed by uSonar's commitment to responding promptly to user feedback.

Ono

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

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

uSonar_Mitsubishi UFJ NICOS_Chart_240219.png

Future Developments

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

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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)

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

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 data in Salesforce.
In the next phase, we believe it is important to utilize that information, and targeting sales prospects using uSonar's data and Salesforce data 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 of SideSonar to append financial information, industry classifications, and revenue scales.
Furthermore, while target list creation was previously handled mostly by the planning department, the introduction of SideSonar has encouraged the sales team to proactively conduct their own targeting. Since it is possible to target from various angles using features like "Story," we are beginning to approach sales with new perspectives and ideas.

Finally, please share your future aspirations. Tell us about your vision, including any requests or plans for horizontal expansion.

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, automatic integration into Salesforce, opportunity management, and win/loss analysis. We are also envisioning collaborative use 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 Co., Ltd.

Thank you for your time today.

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

* New subscriptions for SideSonar will be discontinued as of February 2025. Analysis and list creation features have been integrated into PLANSonar, and CRM/SFA enhancement features have been integrated into GuideSonar.

Article Publication Date: March 18, 2024

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