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Data Cleansing and SFA Integration

Takara standard, Implements uSonar to Promote Data-Driven Sales

~ Presentation at Salesforce World Tour Tokyo ~

Takara standard Co., Ltd.

uSonar Co., Ltd. (Headquarters: Shinjuku-ku, Tokyo; Chairperson: Nami Fukutomi; President: Katsuhito Nagatake; hereinafter referred to as uSonar) sponsored and conducted a seminar at "World Tour Tokyo," held by Salesforce Japan Co., Ltd. on June 11 (Tue) and 12 (Wed), 2024. We invited Takara standard Co., Ltd., the winner of the 2023 "Salesforce National Utilization Championship" (Large Enterprise Category), to deliver a lecture on their corporate data management methodology. In this article, we present a case study of how Takara standard utilizes uSonar, based on the event proceedings.

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

Seminar Overview

・Lecture Theme
Corporate Data Management Methodology as Told by the Salesforce National Utilization Champion
・Lecture Date and Time
June 12, 2024 (Wed) 12:00 – 12:40
・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 1.webpMs. Niimi of Takara standard speaking at the Salesforce Japan World Tour Tokyo venue

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

Takara standard, which develops housing equipment centered on system kitchens, boasts top-tier performance in the domestic industry with sales of 234.7 billion yen (fiscal year ending March 2024).
However, the long-term industry trend shows a challenging business environment where the number of new housing starts is declining and demand for renovations remains flat.

To survive in a market where a downward trend is expected to continue, transformation was 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 initial plan was to centralize client information by integrating Salesforce, which manages customer data and sales history, with the core system that manages billing and delivery information.

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

Although the project to centralize client information began, a challenge regarding data granularity emerged: Salesforce assigns codes at the "branch office" level, while the core system assigns them at the "billing" level.

Continuing in this state would have resulted in data duplication after centralization. Therefore, it became clear that before consolidating the information, the significant hurdle of "data cleansing" for client information had to be overcome.


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


There are two main approaches to data cleansing: developing an in-house corporate code system, or utilizing a corporate code system provided by an external data provider like us.
Takara standard Co., Ltd. chose the latter, proceeding to a vendor comparison.

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 corporate database, "LBC," to verify the match rate.

In this instance, matching the data from the core system's client master with LBC data revealed that the original 300,000 records could be consolidated into 180,000. This result, combined with the evaluation that uSonar covers local small and medium-sized enterprise data—which are key targets for Takara standard Co., Ltd.—and enables customer management at the branch level, led to the decision to adopt uSonar.

By leveraging LBC to achieve the centralization of customer information, the company successfully established the foundation for "Data-Driven Sales."Takara standard integration diagram.webpIntegration 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: Part 3 - The Effects of Implementing Salesforce and uSonar and Future Utilization

Having centralized customer information and utilized Salesforce to accelerate "Data-Driven Sales," Takara standard Co., Ltd. reports success in achieving results across the following three main areas:

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

By leveraging accurate customer data, we have been able to identify target prospects and visualize whether we are effectively reaching them, which has enabled data-driven sales coaching.

Mr. Niimi also stated, "We are now able to see our next steps and determine the best strategies to implement."

Furthermore, he noted that even when sudden personnel transfers occur, the centralization of information has proven highly effective, allowing for seamless handovers with refined, accurate data.

At the end of his presentation, Mr. Niimi remarked, "Designing the system is essential for effectively utilizing Salesforce." He emphasized that when designing the data architecture, "Manual processing is extremely labor-intensive, so engaging a data vendor is highly effective. Additionally, it is crucial to manage new, incoming data daily to prevent duplication. To achieve this, designing a data flow for ongoing operations is indispensable."

About Takara standard Co., Ltd.

Since our founding in 1912, we have consistently prioritized the lives of our customers, providing housing equipment with the user in mind. Starting as a pioneer in enamel products, we now boast the number one 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 feel convinced."
Moving forward, we will continue to provide products that make life more comfortable for everyone.

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

 

Article Published: June 26, 2024

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