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Sales DX, Customer Data Maintenance, Business Card Management

mSonar and Salesforce Integration Streamlining Corporate Sales

Instant Linking of Business Card Data and Corporate Data to Accelerate Sales DX

  • SFA/MA Activation
  • Business Card Management and Integration

Mitsui Home Co., Ltd.

Housing Business and Wooden Facility Construction

INTERVIEWEE

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

Mitsui Home Co., Ltd. is renowned for its custom-built homes. As part of its current business strategy, the company is venturing into new sectors, including select housing, wooden rental apartment complexes, and medium-to-large-scale wooden facility construction. They are also advancing B2B sales DX centered on the utilization of customer data. We interviewed the DX Promotion Department at Mitsui Home, which has implemented mSonar, the corporate information and business card management application from uSonar.

  • Challenges Before Implementation

    • Data duplication within Salesforce made it difficult to accurately grasp corporate data across business flows.
    • The business card application was limited to being a mere digital business card file.
  • Reasons for Implementation

    • Ability to utilize the LBC corporate database, which covers everything from small and medium-sized enterprises to sole proprietorships.
    • Compared to other business card management applications, it is better suited for business transformation DX and offers superior cost-performance.
  • Results Achieved

    • Reduced Salesforce Data Entry Time by 80% (5x Faster)
    • Register Business Cards in mSonar to Instantly Link Detailed Corporate Information
    • Corporate Data Within the Supply Chain Is Normalized and Visualized, Facilitating Easier Sales Strategy Development
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General Manager Tanaka, Mr. Ashida, and Mr. Kamiya of the Mitsui Home DX Promotion Department (from left)

Challenges Before Implementation

Reconstructing Corporate Sales Data Through Salesforce and uSonar Integration

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

Tanaka

Within our business strategy, we have established seven core business pillars, including custom homes. This includes not only custom homes that focus on meticulous design but also new businesses such as select homes, where dual-income households that prioritize cost and time performance can choose their preferences online. As we evolve in line with societal changes, we believe that developing information infrastructure for employees nationwide—especially tools and data environments for the sales department—is a crucial theme directly linked to customer satisfaction. We think daily about what DX that leads to business transformation and results should look like, while providing environments for each business division, corporate sales team, and branch office sales representative.

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

Tanaka

Our sales department uses Salesforce as our core system. I have a long history with Salesforce, having been involved in its implementation during the early 2010s while working in the Corporate Planning Department. Later, I also managed it from a sales operations perspective. As data accumulated within Salesforce, corporate data duplication became an issue, hindering effective utilization. Consequently, I became involved in restructuring our operational environment in my current role.

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General Manager Tanaka, DX Promotion Department

It is not so much that Salesforce itself is the problem, but rather that the data being entered prevents the system from performing at its full potential. This is a challenge we hear about very frequently from our clients as well.

Tanaka

As we operate internally, data issues such as inconsistent naming conventions and missed updates inevitably occur during data entry. After learning about the LBC code from uSonar, which can reconcile any naming variations and consolidate them into unique data, we integrated it into our system. 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 BtoC scenarios, such as attracting customers to housing exhibitions, we also engage in BtoB sales, where we sell lumber and building materials to construction firms, and our clients are corporate entities. Furthermore, we have a BtoBtoC 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 owners looking to utilize their land or buildings effectively often consult with financial institutions or tax accountants first, our local branches place great importance on maintaining strong relationships with these partners and real estate agents.

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

Tanaka

We utilize Salesforce to visualize relationships with the "B" entities acting as intermediaries, as well as the differences in activity levels across individual store locations, and we perform data normalization and updates using LBC codes. Since we became able to integrate with LBC codes, accurate data is linked even for small-scale business operators, which has made manual entry significantly easier for everyone. Conversely, before this, it was difficult to enforce data entry standards, which led to data duplication.

What challenges did you face regarding your business card management tool?

Tanaka

I believe everyone was using it with the mindset that it was merely an "electronic business card file." Although it was a free business card management application that could integrate with Salesforce, there was 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 applications. That was when uSonar proposed mSonar, which, while a paid service, comes equipped with LBC.

Deciding Factors for Implementation

Already experienced the accuracy and comprehensiveness of LBC codes
Could envision the convenience of mSonar

Transitioning from a free business card application to a paid one involves an increase in costs, so we truly appreciate your significant decision and evaluation.

Tanaka

The deciding factor was being able 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 app, we were unable to effectively utilize it in conjunction with Salesforce. As I mentioned earlier, our company already manages customer data on the Salesforce side using LBC codes. With mSonar, LBC codes are linked the moment a business card is scanned, so Salesforce data and business card data are linked instantly. I felt that this dramatic level of convenience provides value to field sales that cannot be achieved with other applications.

This is a compelling story about the importance of driving DX from those who have led field sales operations. When you decided on mSonar, what kind of comparisons did you make?

Tanaka

We compared three to four well-known business card management applications based on their features and costs.

Results Achieved

The number of business cards and the volume of sales activities were visualized, making it easier to establish sales policies.

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 and your subsidiary group companies. What aspects do you value most?

Tanaka

In the 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 data is immediately linked to the corporate information in uSonar, which is organized at the small-to-medium enterprise and sole proprietorship level. We basically want all departments and group companies that exchange many business cards to use mSonar.

Could you tell us more about the benefits of the implementation?

Ashida

We have heard that the field sales team finds their work much easier in terms of registering customer information and reducing input burden. Previously, entering visit activity and interview records into Salesforce, creating related corporate data, and logging interactions took an average of about 15 minutes per person per task. With the introduction of uSonar, input candidates are now suggested automatically. This has not only improved the accuracy of input values and suppressed variations in notation, but also reduced the time required to less than 3 minutes per task. In other words, we believe that operational efficiency has been improved fivefold, reducing the time required to one-fifth of what it was. While the input of end-user customer information is performed daily at each sales site, registering corporations such as the financial institutions mentioned earlier—which act as intermediaries in the distribution flow—was inevitably a burdensome task prone to inconsistent notation. The elimination of the hassle of manual entry from scratch has been a major change and has been well-received by the field teams. The same applies to business card data.

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Mr. Ashida, DX Promotion Department

Kamiya

Regarding the registration of activity history for one's own sales accounts in Salesforce, I have heard that it was previously necessary to register everything manually before the LBC integration. Since the LBC integration, the data is populated from the start, making it much easier to register activity history.

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

Ashida

With the introduction of the uSonar LBC code, we were able to eliminate approximately 20% of duplicates from the corporate account data originally in Salesforce. Since then, data has been unified, enabling sales and marketing activities based on accurate corporate data. For example, we are now able to accurately display the number of business cards, business negotiations, and projects for each branch office on the Salesforce dashboard. From there, we can identify branch offices that are receiving sufficient referrals from financial institutions and those that have room for more. 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, data used to be fragmented, and creating reports using spreadsheets for meetings was a hassle. Now, with the dashboard, the need for unnecessary spreadsheet creation is gone. We can say that sales productivity has increased significantly.

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

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Future Outlook

Scores, Alerts, and More: Diverse Features, Information, and Expanding Application Ideas

How would you describe our post-implementation support?

Kamiya

Since we were switching business card management services, the secure migration of business card image data was a major hurdle, but they handled it with great attention to detail. We provide ongoing support for inquiries regarding operation methods, and we plan to further drive adoption by collaborating with uSonar to hold training sessions.

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Mr. Kamiya, DX Promotion Department

What use cases are you considering for the future?

Tanaka

One example is managing personnel changes. In every sales field, including real estate and financial institutions, business is built heavily on human connections. While we naturally perform handovers to ensure these connections are not lost during transfers, being able to visualize on data that a predecessor was connected to a specific contact makes the transition smoother and serves as a benchmark for the successor's activities.

Ashida

It is also possible to identify local construction firms within a branch office's territory that we do not yet have a relationship with and initiate an approach.

mSonar includes a feature that visualizes business card exchange status (Meishi Shogi), which I would like you to utilize extensively. What are your thoughts on the 'Rating' and 'Caution' features, which are among the key strengths of mSonar?

Kamiya

We have already received numerous inquiries from the field, such as, 'The rating of the company we are considering doing business with is at this level in mSonar; is it safe to proceed with the contract?' The ability to easily check a counterparty's creditworthiness on a smartphone is a major benefit of mSonar, so we would like to promote this awareness throughout the team.

Furthermore, it may also be possible to refer to mSonar data regarding the employment information of customers who fill out applications at our housing exhibition centers.

Tanaka

For example, in areas dominated by a single major corporation, if we can quickly identify that a customer works for a company within that group, we might be able to tailor our communication or proposals accordingly. I 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 SideSonar (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 Published: December 17, 2024

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