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Sales DX, Customer Data Management, Business Card Management

mSonar and Salesforce Integration Streamline Corporate Sales

Instantly Link Business Card Data with Corporate Data to Accelerate Sales DX

  • SFA/MA Activation
  • Business Card Management and Integration

Mitsui Home Co., Ltd.

Residential Housing Business and Wooden Facility Construction

INTERVIEWEE

  • Mr. Tanaka, General Manager of DX Promotion Department
  • Mr. Ashida, DX Promotion Group, DX Promotion Department
  • Mr. Kamiya, DX Promotion Group, DX Promotion Department

Mitsui Home Co., Ltd. is renowned for its custom-built homes. As part of their current business strategy, they are launching new ventures such as select housing, wooden rental apartment complexes, and medium-to-large-scale wooden facility construction, while also advancing digital transformation (DX) in B2B sales centered on customer data utilization. We interviewed the DX Promotion Department at Mitsui Home, who have implemented mSonar, the corporate information and business card management application by uSonar.

  • Challenges Before Implementation

    • Data duplication within Salesforce made it difficult to accurately grasp corporate data across the sales flow.
    • The business card application was limited to being nothing more than an electronic business card file.
  • Key Reasons for Implementation

    • Leverage the LBC Corporate Database, which covers everything from SMEs to sole proprietorships
    • Compared to other business card management applications, it is better suited for DX business transformation and offers superior cost-performance
  • Results Achieved

    • Reduced Salesforce data entry time by 80% (a 5x increase in speed)
    • Registering business cards in mSonar immediately links them to detailed corporate information
    • Corporate data within the sales flow has been standardized and visualized, making it easier to formulate sales strategies
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General Manager Tanaka, Mr. Ashida, and Mr. Kamiya from the Mitsui Home DX Promotion Department (from left)

Challenges Before Implementation

Reconstructing Corporate Sales Data via Salesforce and uSonar Integration

Mitsui Home is a leading company in custom wooden housing, known for being among the first to adopt the 2x4 construction method. With consolidated sales exceeding 200 billion yen and a workforce of 2,559 employees, you are also celebrating your 50th anniversary. Could you please start by sharing the significance of promoting DX within your organization, as well as the mission and challenges of your DX Promotion Department?

Tanaka

Within our business strategy, we have established seven core business pillars, including custom housing. This encompasses not only custom homes that focus on meticulous design but also new business ventures such as select housing, where dual-income households that prioritize cost and time performance can choose their preferences online. As we evolve in line with global changes, we consider the development of information infrastructure for our employees nationwide—particularly the tools and data environment for our sales divisions—to be a vital theme that directly impacts customer satisfaction. We think daily about what DX that leads to business transformation and results should look like, while providing the necessary environment for each business division, corporate sales team, and sales representative at our branch offices.

Regarding the state of information and data in the sales field, what specific challenges were you facing?

Tanaka

In our sales division, we use Salesforce as our core system. I have a long history with Salesforce, having been involved in its implementation during the early 2010s while I was in the Corporate Planning Department. Later, I also managed it from the perspective of sales field operations. As data accumulated within Salesforce, corporate data duplication occurred, which hindered its effective use. Consequently, in my current role, I have been involved in restructuring the operational environment.

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General Manager Tanaka of the DX Promotion Department

So, the issue was not with Salesforce itself, but rather that the system could not perform its intended functions due to the quality of the data being entered. This is a challenge we hear about very frequently from our clients as well.

Tanaka

When operating internally, data issues such as inconsistencies in notation and failure to update records inevitably occur during data entry. Upon learning about the LBC code from uSonar, which can reconcile any notation variations and consolidate data into unique records, we began integrating it. This allowed us to see a path toward restructuring our operations, and the issues with Salesforce have largely been resolved. I hold the LBC code in very high regard.

Thank you. By the way, how is corporate data positioned and handled within your company's business flow?

Tanaka

In addition to B2C scenarios such as attracting customers to housing exhibitions, our company engages in B2B sales, where we sell lumber and building materials to construction firms and serve corporate clients who are building owners. Furthermore, we have a B2B2C business flow where we capture demand from land and building owners through financial institutions, tax accountants, and real estate agents in each branch area. Since financial institutions and tax accountants are often the first point of contact for owners looking to effectively utilize their land or buildings, we place great importance on our relationships with these partners and real estate agents in every branch area.

So, your nationwide field sales departments capture various demand information related to housing construction through these relationships and utilize it for your proposals.

Tanaka

We utilize Salesforce to grasp our relationships with these 'B' entities acting as intermediaries and to visualize differences in activity levels across our branches, while using LBC codes to normalize and update our data. Since we became able to integrate with LBC codes, accurate data is linked even for small-scale businesses, which has made data entry significantly easier for everyone. Conversely, before that, it was difficult to enforce data entry rules, which led to data duplication.

Regarding business card management tools, what kind of challenges did you face?

Tanaka

I believe everyone was using it with the mindset of it being just an 'electronic business card file.' It was a free business card management app that could integrate with Salesforce, but we had no real sense of benefit from the data integration. When we learned that this service would be discontinued in the spring of 2024, we began looking for other free apps. That was when uSonar proposed mSonar, which, although a paid service, comes equipped with LBC.

Reasons for Implementation

Already Experiencing the Accuracy and Comprehensiveness of LBC Codes
Able to Envision the Convenience of mSonar

Transitioning from a free business card application to a paid one involves additional costs, so we truly appreciate the significant decision and evaluation made by the client.

Tanaka

The deciding factor was the ability to envision the convenience of a business card application that integrates with LBC codes, which cover even the smallest business locations nationwide. Previously, even when we scanned business card information using a management application, we could not effectively utilize it in conjunction with Salesforce. As mentioned earlier, our company already manages customer data in Salesforce using LBC codes. With mSonar, LBC codes are linked the moment a business card is scanned, allowing Salesforce data and business card data to be linked instantly. I felt that this dramatic level of convenience provides value to field sales teams that other applications simply cannot achieve.

That is a compelling story about how those leading field sales operations recognize the importance of driving DX. When deciding on mSonar, what kind of comparisons did you conduct?

Tanaka

We compared three to four well-known business card management applications in terms of functionality and cost.

Results Achieved

Visualization of the number of business cards and sales activity volume, making it easier to establish sales strategies

Beyond the corporate sales department and field sales teams at each branch, you have expanded the use of mSonar to the lumber and building materials division as well as affiliated group companies. What aspects do you value most?

Tanaka

In our lumber and building materials business, we have many transactions with local builders and contractors. It is extremely convenient that when we exchange business cards, the information is immediately linked to the corporate data in uSonar, which is maintained at the level of small and medium-sized enterprises and sole proprietorships. I would like departments and group companies that frequently exchange business cards to use mSonar as a standard.

Could you please tell us more about the results of the implementation?

Ashida

Regarding the registration of customer information (input burden), I have heard that it has become much easier for our field sales teams. Previously, recording visit activities or interviews in Salesforce, creating related corporate data, and logging interactions took an average of 15 minutes per person per task. With the introduction of uSonar, input candidates are now suggested. This has not only improved the accuracy of input values and suppressed variations in notation, but also reduced the time per task to less than three minutes. In other words, I believe we have compressed our operational efficiency by a factor of five, effectively increasing our productivity fivefold. While end-user customer information is entered daily by each sales team, registering corporate entities such as the financial institutions mentioned earlier—which act as intermediaries in the distribution channel—has always been a burdensome task prone to inconsistent notation. The elimination of the hassle of entering data from scratch is a major change that has been well-received by our field staff. The same applies to business card data.

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Mr. Ashida, DX Promotion Department

Kamiya

Regarding the registration of activity history for my own sales accounts in Salesforce, I have heard that while staff previously had to register everything manually before the LBC integration, the data is now pre-populated, making it much easier to record activity history.

What are the effects in terms of data visualization and utilization?

Ashida

By introducing the LBC code from uSonar, we were able to eliminate approximately 20% of the duplicate corporate data that originally existed within Salesforce. Since then, we have been able to centralize our data, enabling sales and marketing activities based on accurate corporate information. For example, we are now able to accurately generate reports on the number of business cards, sales opportunities, and deals per branch using the Salesforce dashboard. This allows us to identify branches that are receiving sufficient referrals from financial institutions and those with further potential. Furthermore, based on the data visualized on the dashboard, we are now able to discuss how to formulate strategies to achieve our KPIs.

Tanaka

Looking back, our data used to be fragmented, and creating reports using spreadsheets for meetings was time-consuming. Now, with the dashboard, the need to create unnecessary numerical tables has been eliminated. We can say that sales productivity has increased significantly.

Case Study: Mitsui Home Co., Ltd. Integration Concept

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Future Outlook

Ratings, Cautionary Flags, and More: Diverse Features, Information, and Expanding Application Ideas

How would you describe the after-sales support provided by our company following the implementation?

Kamiya

Since we were switching our business card management service, the secure migration of business card image data was a critical challenge, but they handled it with great attention to detail. We are constantly responding to inquiries regarding operation methods, and we plan to further promote adoption by holding training sessions with the cooperation of uSonar.

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Mr. Kamiya, DX Promotion Department

What use cases do you envision for the future?

Tanaka

One example is managing personnel changes. In any sales environment, including real estate and financial institutions, business is largely built on interpersonal connections. While handovers are standard practice to ensure these connections are not lost during transfers, being able to visualize on data that 'the predecessor had this specific relationship with this client' makes the transition smoother and serves as a benchmark for the successor's activities.

Ashida

We could also identify potential new business opportunities, such as approaching local builders within a branch's territory that we have not yet engaged with.

mSonar includes a feature that visualizes business card exchange history, known as 'Meishi Shogi,' which I highly encourage you to utilize. What are your thoughts on the 'Credit Score' and 'Caution' features, which are key strengths of mSonar?

Kamiya

We have already received numerous inquiries from the field, such as, 'The credit score of the company we are considering doing business with is at this level on mSonar; is it safe to proceed with the contract?' The ability to easily check a counterparty's creditworthiness on a smartphone is a major advantage of mSonar, and we intend to promote this throughout the field.

Furthermore, we might also be able to reference mSonar data regarding the employment information of customers who fill out applications at our housing exhibitions.

Tanaka

For example, if we can quickly identify that a prospect works for a group company in an area such as a corporate castle town, we may be able to tailor our communication and proposals accordingly. We have high expectations for the potential of mSonar and LBC.

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

* Meishi Shogi was a feature included in Side Sonar (new subscriptions ended in February 2025) and is no longer available for new users. We are currently considering inheriting this functionality in other applications. Please contact us if you have any requests.

Article Publication Date: December 17, 2024

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