[For SaaS businesses] Publishes a practical guide for leveraging Salesforce data and optimizing sales processes using AI
*Umee Technologies Co., Ltd.*
Press release: September 10, 2024
**
[For SaaS businesses] Publishes a practical guide for leveraging Salesforce data and optimizing sales processes using AI
*Latest edition September 2024 Handbook with usage examples* Umee develops and provides “Front Agent,” a connected sales platform that turns newbies into top salespeople.
Technologies Co., Ltd. (Headquarters: Chofu City, Tokyo,
Representative Director: Niino
Hirotaka (hereinafter referred to as “Yumi”) is developing data utilization realized by AI for SaaS businesses using Salesforce, and the
As a practical guide for optimizing sales processes in model-type organizations, we have released the latest version of the handbook with usage examples in September 2024.
*A connected sales platform is an infrastructure platform that seamlessly utilizes data in each area of the sales process, from marketing to customer success, and connects management and human resources.
Download
* [For SaaS businesses] Practical guide to leveraging Salesforce data and optimizing sales processes using AI*
* 1. Introduction *
Common issues faced by SaaS businesses that have introduced and utilized Salesforce for sales support and customer management, such as streamlining sales processes and strengthening human resource development. Our company, which is in the business of developing and providing AI, has compiled a handbook of best practices for promoting data utilization by assistant AI and making it take root in
organizations. optimization
A practical guide has been published.
* 2. Background of handbook creation *
Yumy has launched the connected sales platform “Front” to support sales organization efficiency and operational efficiency.
We are developing and operating “Agent”. Issues have become apparent in the management of customer and business negotiation information in companies that have introduced SFA/CMS tools such as Kintone and Salesforce. In order to overcome these challenges and promote productivity improvements across sales, we have created it based on case studies of companies that have successfully used it in advance.
* 3. Utilizing Salesforce data using AI*
(1) Issues to be solved with this material
・We introduced SFA/CMS tools to manage the sales field, but the burden on the field was heavy and it was not actually operating properly. ・Although records remain, they are not utilized effectively. – There are variations in the contents of business negotiation records depending on the person in charge, making it difficult for superiors to perform accurate analysis.
(2) Intended audience:
・Those who have difficulty recording business negotiations and managing customers using Salesforce
・Those who are looking for a consistent management system from leads to pipelines and customers.
・Those who want to use business negotiation records to conduct accurate analysis and develop strategies
・Those who want to know the forefront of SFA/CRM operations using AI
(3) Excerpt from the article:
・Individuals, teams, and departments can seamlessly collaborate, and based on records, it is possible to make statistics like SEO and understand winning ways.
– All information that was separated between departments and tools is automatically recorded and linked. By automating the information baton, sales costs are significantly reduced!
・All points of contact with customers are automatically recorded and all phases are visualized! Visualize success know-how and increase sales for the entire sales team!
* 4. Download materials *
Along with the publication of the handbook, we have released a downloadable page for the first 100 people only. If you are
interested, please access the link below and download it freely. We hope that you will take advantage of the latest knowledge we provide and find it useful in your own work.
Download
* ■Introduced in business video media “PIVOT”*
It was introduced as a university-launched venture that is currently attracting attention by “analyzing business negotiations using a scientific approach,” and received a great response from the first day it was released.
https://www.youtube.com/watch?v=CRFC80lfxG4
* Program overview *
Program name: “& TALK,” a program that invites notable guests to hear about their careers, businesses, and visions.
Video content: “Analyzing business negotiations using a scientific approach With the theme of “University-launched ventures that are attracting attention right now,” we will talk about the history of our startup, the world we are aiming for, and our connected sales platform “Front,” which has been adopted by more than 150 companies in the first year since its release.
Our representative Niino will introduce the basic information, functions, and features of “Agent” using actual screens. We will also introduce a specific case study of Persol Process & Technology, where a new employee achieved results that exceeded top sales results.
Viewing URL: https://youtu.be/CRFC80lfxG4
[Front Agent] How to become a top salesperson in seconds / OJT is outdated / Analyze business negotiations with AI /
No training or experience required/New employee surpassed top sales level/International patented AI business negotiation analysis tool
* What is Front Agent(R) *
A connected sales platform that turns newbies into top salespeople. AI minutes from web conferences, telephone calls, and face-to-face conversations eliminates the need for reporting to CRMs such as Kintone and Salesforce. Utilizes AI technology that makes specific conversation recommendations in real time, speaker psychological analysis, and a deep insight engine that visualizes conversation context. Negotiation assist AI analyzes winning strategies and brings behavioral changes to sales organizations. Achieved 2 stars in the Cybozu Partner Evaluation System just 6 months after the service was released.
* -Company Profile- *
Company name: Umee Technologies Co., Ltd.
Representative: Hirotaka Niino, Representative Director and President URL: https://umeecorp.com/
Location: 1-5-1 Chofugaoka, Chofu City, Tokyo, inside the University of Electro-Communications, National University Corporation
Established: May 2019
Service site: https://frontagent.umeecorp.com/
Business details: Deep Insight Engine(TM) that analyzes people’s psychological tendencies from conversations, with the mission of realizing the “era of visual installation of conversation”
We are a startup certified by the University of
Electro-Communications, a national university corporation that provides solutions through research and development.