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How to Utilize uSonar: Dynamics 365 Edition

How to Use

Dynamics 365 Edition

Accumulate high-precision data in Dynamics 365,
enabling the implementation of precise sales strategies.

Challenges Solved by uSonar

  • 1.Frequent Omissions and Duplications in Client Information Entry

    Despite the time spent on data entry, data remains fragmented and difficult to utilize.

  • 2.Failure to Leverage Data for Strengthening Sales Capabilities

    Due to a lack of data, strategic new business development and targeting are not being achieved.

  • 3.Unable to Analyze Customers Objectively

    Data is incomplete, preventing aggregation based on desired analytical criteria

Overcome Challenges by Implementing uSonar

ChallengeFrequent Omissions and Duplications in Client Information Entry

Utilize a comprehensive corporate master database covering all of Japan to
automatically refine and update data for immediate use

  • Reduce Data Entry and Update Costs and Duplicate Records to Near Zero
  • Easily Register Diverse and Highly Accurate Corporate Information
  • Automatically Integrate Corporate Data Upon Business Card Exchange
Automatically Organize and Update Data into Actionable Insights Using a Comprehensive Corporate Master Database Covering All of Japan

ChallengeUnable to Leverage Data for Strengthening Sales Capabilities

Acquire
Information Necessary for Activities, Including Research, Target Extraction, and Past Touchpoints

  • Create a list of high-potential, uncontacted companies to increase the business meeting conversion rate.
  • Instantly identify high-risk companies, including those with anti-social affiliations or collection concerns.
  • Access comprehensive corporate information on the go via smartphone.
Acquire Essential Information for Business Activities, Including Market Research, Target Extraction, and Past Interaction History

ChallengeInability to objectively analyze customers

Achieve everything from trend analysis of existing customers to the creation of new business development target lists.

  • Precisely visualize existing customer profiles to discover winning patterns.
  • Easily search and list segments for new business development.
  • Enable a comprehensive understanding of business partner status by group company or branch location.
Achieve Everything from Trend Analysis of Existing Customers to the Creation of New Business Prospect Lists

Voices of Dynamics 365 and uSonar Users

  • The key strengths of uSonar include the volume of its corporate database, the Mixer function (providing unique stories such as recruitment trends), tenant search within buildings, caution flags for assessing transaction safety, and its seamless integration with Dynamics 365 Sales.
  • uSonar significantly reduces data duplication and manual, inconsistent entry within CRM and SFA systems, enabling the centralization of client master data. Furthermore, I value the ability to create targeted lists by combining multiple criteria, the reduction in manual effort required for data cleansing during list creation, and the use of the Trans function (importing external lists) to identify the attributes of royal customers.
  • I view uSonar as a versatile service applicable in various scenarios, such as data analysis, simplification of registration tasks, and data maintenance. In data analysis, it is extremely useful for creating whitelists and segmenting market data. Regarding the simplification of registration tasks, it streamlines the process of entering detailed company information into the CRM.
  • uSonar is utilized for the automatic acquisition of corporate information when registering client companies in the CRM, as well as for business card management and identifying companies visiting our website. Additionally, we use it as a common key between client companies in the CRM and our core system s client master. By leveraging uSonar, we have resolved challenges related to master data integration, successfully elevating our data to a level where it can be effectively utilized.

uSonar services have received high praise and support from our users.
View Reviews (ITreview Site) View Reviews (BOXIL Site)

mSonar has received many high ratings as a business card management application.
Read Reviews (ITreview Site) Read Reviews (BOXIL Site)

CASE STUDYDynamics 365 × uSonar Implementation Case Study

With uSonar,
we can help solve your company's challenges!

Case Studies and Sample Reports
Available for Download

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Available for download


Corporate Data Utilization Methods
to Extend Dynamics 365 Functionality

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List of Utilization Methods

PURPOSEUse Cases by Purpose

New Approach Lists

New Approach Lists

Group Strategy

Group Strategy

Digital
Marketing

Digital Marketing

Client Data Registration

Client Data Registration

Data Cleansing

Data Cleansing

Corporate Attribute Analysis

Corporate Attribute Analysis

SFA/MA Activation

SFA/MA Activation

Business Card Data Integration

Business Card Data Integration

Credit and Client Checks

Credit and Client Checks

DEPARTMENTUse Cases by Department

Sales Department

Sales Department

Inside Sales
Department

Inside Sales Department

Marketing and
Corporate Planning Department

Marketing and Corporate Planning Department

Information Systems Department

Information Systems Department

Administrative Department

Administrative Department

TOOLUse Cases by Tool

kintone

kintone

Salesforce

Salesforce

HubSpot

HubSpot

Dynamics 365

Dynamics 365

(uSonar)

Customer Data Integration Solution

Efficiently extract and visualize high-probability,
untapped target accounts.

  • 12.5 Million
    Corporate Records
  • Customer Data
    Maintenance and Cleansing
  • SFA/MA Integration and
    Unified Data Utilization
uSonar
  • 12.5 Million
    Corporate Records
  • Continuous
    Data Cleansing
  • SFA/MA
    Integration

Clarification of Target Accounts

uSonar is utilized by a wide range of companies
across various industries and sectors.

  • Ministry of Economy, Trade and Industry.
  • Asahi
  • BIZ REACH
  • NITORI BUSINESS
  • FUSO
  • MIZUHO
  • PayPay
  • Ministry of Economy, Trade and Industry.
  • Asahi
  • BIZ REACH
  • NITORI BUSINESS
  • FUSO
  • MIZUHO
  • PayPay
  • Ministry of Economy, Trade and Industry.
  • Asahi
  • BIZ REACH
  • NITORI BUSINESS
  • FUSO
  • MIZUHO
  • PayPay
  • Ministry of Economy, Trade and Industry.
  • Asahi
  • BIZ REACH
  • NITORI BUSINESS
  • FUSO
  • MIZUHO
  • PayPay
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank, Ltd.
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank, Ltd.
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank, Ltd.
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo

With uSonar,
we can guide your company toward solving its challenges!

Case Studies and Sample Reports
Available for Download

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For Urgent Inquiries, Please Call03-5388-7000Business Hours: 10:00 AM - 5:00 PM (Closed on Weekends and Holidays)

The Definitive Solution for Sales DX Through Data Utilization

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