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Data Cleansing and SFA Integration

Takara standard Adopts uSonar to Promote Data-Driven Sales

— Presentation at Salesforce World Tour Tokyo —

Takara standard Co., Ltd.

uSonar Co., Ltd. (Headquarters: Shinjuku-ku, Tokyo; Chairman: Nami Fukutomi; President: Katsuhito Nagatake; hereinafter "uSonar") sponsored and conducted a seminar at "World Tour Tokyo," held by Salesforce Japan Co., Ltd. from Tuesday, June 11 to Wednesday, June 12, 2024. We invited Takara standard Co., Ltd., the winner of the 2023 "Salesforce National Utilization Championship" (Large Enterprise Category), as a guest speaker to discuss their corporate data management methodology. This article presents a case study of Takara standard's utilization of uSonar, based on the event proceedings.

Takara standard lead image.webp Ms. Niimi of Takara standard (right) speaking at the Salesforce Japan World Tour Tokyo venue.
Takara standard logo.png

Seminar Overview

- Presentation Theme
Corporate Data Management Methodology as Told by the Salesforce National Utilization Champion
- Date and Time
Wednesday, June 12, 2024, 12:00 PM – 12:40 PM
- Speakers
Sayuri Niimi, Manager, Structural Reform & DX Promotion Office and Sales Division, Takara standard Co., Ltd.
Taku Fujisawa, Manager, Planning Group, Sales Division, uSonar Co., Ltd.

Takara standard in-text image 1.webpMr. Niimi of Takara standard Co., Ltd. speaking at the Salesforce Japan World Tour Tokyo venue

Corporate Data Management Methods: 1. Background and History of Salesforce Implementation

Takara standard Co., Ltd., which develops housing equipment centered on system kitchens, boasts top-class performance in the domestic industry with sales of 234.7 billion yen (fiscal year ending March 2024).
However, as a long-term industry-wide trend, the company faces a business environment where housing starts are on a downward trend and renovation demand remains flat.

To survive in a market where a downward trend is expected to continue, transformation is essential. The company launched a policy to promote "Data-Driven Sales" to increase revenue. As a means to achieve this, they began using Salesforce SFA in 2019. To realize data-driven sales, it was first necessary to centralize transaction information and visualize whether the company was effectively approaching target enterprises.

Specifically, the plan was to centralize the management of client information—that is, to integrate Salesforce, which manages customer information and sales history, with the core system that manages billing and delivery information.

Corporate Data Management Methods: 2. uSonar Support and the Path to Establishing Data-Driven Sales

Although the company began moving toward centralizing client information, a challenge regarding information granularity emerged: Salesforce assigns codes by "Sales Office," while the core system assigns codes by "Billing Unit."

If left as is, data duplication would occur after centralization. Therefore, it became clear that before consolidating information, the company had to overcome the major hurdle of "Data Cleansing" for client information.


Takara standard in-text image 2.webpMr. Niimi of Takara standard Co., Ltd. speaking at the Salesforce Japan World Tour Tokyo venue


There are two main methods for data cleansing: building an in-house corporate code system, or utilizing the corporate code system provided by an external data provider like our company.
Takara standard Co., Ltd. chose the latter and proceeded to compare vendors.

In the case of uSonar, we conduct a "Data Diagnostic Service" to visualize data cleansing accuracy by matching the client's (in this case, Takara standard Co., Ltd.) corporate data with our "LBC" corporate database to verify the match rate.

Once again, when we matched the data within our core system's business partner master with LBC data, we found that the 300,000 records were narrowed down to 180,000. We decided to adopt uSonar because, compared to other companies, it comprehensively covers data on local small and medium-sized enterprises that are targets for Takara standard Co., Ltd., and it enables customer management at the branch level.

By centralizing customer information through the use of LBC, we first succeeded in establishing the foundation for "Data-Driven Sales." Takara standard Collaboration Diagram.webp Collaboration diagram between Takara standard Co., Ltd. and uSonar. Finally, the data is visualized using BI tools and provided to internal users.

Corporate Data Management Methods: 3. Effects of Introducing Salesforce and uSonar and Future Utilization

Takara standard Co., Ltd. was able to accelerate "Data-Driven Sales" by utilizing Salesforce after centralizing customer information.
They state that they succeeded in achieving results in the following three main aspects:

1. Data-Based Coaching
2. Data-Based Sales Strategy
3. Refinement of Handover Information

By basing operations on accurate customer data, we are now able to identify targets that should be cultivated and visualize whether we are approaching them reliably, which has enabled data-based sales coaching.

Furthermore, Mr. Niimi says, "We can now see what kind of strategies we should formulate and what our next steps should be."

In addition, he notes that even when handovers occur due to sudden personnel transfers, there is a significant benefit in being able to hand over refined information because the data is centralized.

At the end of the lecture, Mr. Niimi stated, "Designing is essential for utilizing Salesforce." Regarding the design of the data component, he emphasized, "Since it takes a significant amount of man-hours to proceed manually, requesting assistance from a data vendor is effective. Furthermore, it is also important to manage new data that accumulates daily to ensure there are no duplicates. To achieve this, it is essential to design the data flow for operations."

About Takara standard Co., Ltd.

Since our founding in 1912, we have consistently provided housing equipment with a focus on daily life and the needs of the user. Starting as a pioneer in enamel, we now boast the No. 1 market share for kitchens in Japan. We operate approximately 160 community-based showrooms nationwide, the most in the industry, creating an environment where customers can "see, touch, and be convinced."
We will continue to provide products to make life more comfortable for everyone.

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

 

Article Publication Date: June 26, 2024

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