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How to Use uSonar: Salesforce Edition

How to Use

Salesforce Edition

Optimize Your Data Environment for
Customer and Opportunity Management in Salesforce to Increase Win Rates by 1.5x

Challenges Solved by uSonar

  • 1.Data Duplication and Obsolescence

    There is a significant amount of duplicate and obsolete data within Salesforce, making maintenance difficult.

  • 2.Lack of Corporate Attribute Information

    Because accurate information is not being entered, effective analysis is not possible.

  • 3.Cumbersome Data Entry Hinders Adoption

    Data entry is perceived as burdensome, preventing internal adoption and resulting in underutilization of Salesforce.

Overcome Challenges by Implementing uSonar

ChallengeData Duplication and Obsolescence

Eliminate duplicate registrations and automatically update mergers and company name changes to
free your team from Salesforce data maintenance tasks.

  • Prevent the creation of duplicate data by correcting abbreviations, former company names, and inconsistent formatting during the data consolidation process.
  • Distinguish between companies with the same name and different locations to normalize and standardize data (Data Cleansing).
  • Enrich Salesforce data by automatically appending corporate attributes such as industry without the need for manual research per company.
Eliminate duplicate registrations and automatically update mergers and name changes, freeing your team from Salesforce data maintenance tasks.

ChallengeIncomplete Attribute Information

Corporate attribute information is automatically registered without manual entry,
enabling accurate analysis from Salesforce data.

  • With one-click automatic entry of required corporate information into Salesforce, analysis precision is improved through a wide range of analytical axes.
  • Grasp market size by category to improve the precision of strategies and initiatives, such as selecting target industries based on customer analysis.
  • Eliminate companies with unknown attributes such as industry, enabling accurate visualization of distribution and core industries on the dashboard.
Corporate attribute information is automatically registered without manual input, enabling accurate analysis based on Salesforce data.

ChallengeCumbersome Data Entry Hinders Adoption

Increased data accuracy makes Salesforce an indispensable tool for tasks such as sales list creation and MA utilization.

  • Create lists of untapped companies by cross-referencing various corporate attributes, thereby improving targeting precision.
  • Create segment lists with high conversion rates and lists of existing customer corporate groups and locations to streamline sales activities.
  • Accurately grasp past touchpoints and sales/purchase history between your company and prospective clients to realize an optimal approach.
Improved data accuracy makes Salesforce an indispensable tool for creating sales lists and utilizing Marketing Automation.

Testimonials from Salesforce × uSonar Users

  • By implementing uSonar, you can utilize data at the affiliate and office level to generate high-probability sales lists, increasing sales efficiency. Since integrating uSonar with Salesforce, we have been able to link a wealth of information to our account records. We can now create sales lists based on industry and other attributes that were previously difficult to generate.
  • Implementing uSonar allowed us to cleanse our account data and clarify our total number of accounts. Furthermore, by integrating with Salesforce, we identified non-transactional companies, and the Mixer function enabled us to create targeted outreach lists, significantly reducing the time required to approach new customers.
  • With uSonar, we assign LBC codes to our internal customer data and link acquired business card information to Salesforce. The matching functionality allows us to leverage this data in various ways. Since information on who met whom, when, and where is organized and stored for each customer, it is highly effective for managing multi-layered sales activities.
  • uSonar s vast corporate database is utilized across our various operations, including data deduplication during customer registration, identifying target companies through Salesforce integration, and capturing information on companies visiting our corporate website.
  • We previously struggled with duplicate company and office records as well as inconsistent naming conventions. However, through the LBC integration with uSonar, our data is now automatically updated to the latest company and office names. Even if internal users register incorrect information, the system matches it against address or phone number data, and within minutes, it is automatically corrected to the official registered business name.
  • We previously encountered issues where Salesforce would flag different companies with the same name as duplicates, leading to the accidental merging of distinct entities into a single account. Because uSonar assigns a unique LBC number to each individual company, we have successfully resolved this issue.
  • uSonar proved highly effective for cleaning customer data during our Salesforce implementation, assessing our current status, creating target lists, and consolidating customer information that was previously managed across multiple databases. We believe that without this tool, our data unification efforts would have been insufficient, and we are extremely satisfied with the results.
  • uSonar is convenient as it allows for simplified credit checks when initiating transactions with new customers. Through its integration with Salesforce, LBC corporate information is linked to our Accounts, making it very useful when researching company details.

uSonar services are highly regarded and supported by our users.
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mSonar is highly rated as a business card management application.
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CASE STUDYSalesforce × uSonar Implementation Case Studies

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uSonar can help resolve your company's challenges!

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Corporate Data Utilization Methods to Enhance Results with Salesforce

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Use Cases

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 Deduplication

Data Deduplication

Corporate Attribute Analysis

Corporate Attribute Analysis

SFA/MA Activation

SFA/MA Activation

Business Card Data Integration

Business Card Data Integration

Credit and Client Screening

Credit and Client Screening

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 Consolidation
  • Integrate and Utilize Data via
    SFA/MA Connectivity
uSonar
  • 12.5 Million
    Corporate Records
  • Continuous
    Data Cleansing
  • Integration with
    SFA/MA

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, Limited
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank, Limited
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank, Limited
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank, Limited
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo

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

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The Definitive Solution for Sales DX Through Data Utilization

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