Sansan Reforms Inside Sales Productivity by Automating Meeting Processing, Achieving a 60% Reduction in Workload
Sansan adopted immedio's AI inside sales tool for its Bill One division, successfully automating meeting coordination and routing. This reduced processing workload by 60%, allowing more time for calls and eliminating human errors.
📋 Article Processing Timeline
- 📰 Published: April 8, 2026 at 23:00
- 🔍 Collected: April 8, 2026 at 14:30
- 🤖 AI Analyzed: April 20, 2026 at 18:53 (292h 23m after Collected)
We are pleased to announce that "immedio," an AI inside sales tool that "automatically increases closed deals" provided by immedio Inc. (Headquarters: Shibuya-ku, Tokyo; CEO: Hideki Hamada; hereinafter "immedio"), has been adopted by Sansan Inc. (Headquarters: Shibuya-ku, Tokyo; President and CEO: Chikahiro Terada; hereinafter "Sansan"), a company offering the accounting AX service.
With the business expansion of Sansan's accounting AX service "Bill One," the inside sales organization was required to further increase the number of created business meetings. On the other hand, operations such as scheduling meetings and assigning sales reps relied on manual work, which became a bottleneck in expanding the volume of activities. By adopting immedio, they realized the automation of meeting processing and reduced the workload for processing meetings by 60%. By allocating the saved time to calling activities, they increased the volume of action and established a stable meeting creation operation free from the risk of human error.
## Background of Adopting immedio
At Sansan's Bill One business division, along with business growth, the role of the inside sales organization expanded, requiring the creation of more business meetings. However, the actual meeting adjustment work depended on an analog operation of manually identifying the assigned sales rep while checking their calendar, finding available time, and confirming the schedule.
It required assignments taking into account multiple conditions such as company size, proposal module, and area, with all judgments and confirmations handled by humans. Furthermore, issuing Zoom URLs and sending invitation emails were also done manually, resulting in a processing time of about 15 minutes per case. The time that could originally be used for calling was allocated to clerical work, becoming a bottleneck for expanding the activity volume of the entire organization.
## Decisive Factor for Adoption
In considering immedio, not only simple workload reduction but also the perspective of stabilizing the operations of the entire organization was emphasized. In the meeting adjustment work, there were risks of human errors such as omitting the issuance of a Zoom URL or forgetting to send an invitation email, which also became an issue from a customer experience perspective. In the internal review, it was highly evaluated that automating meeting processing could simultaneously achieve workload reduction and error prevention.
They conducted verifications based on actual operations while collaborating with frontline members and managers, and after making step-by-step improvements, decided on a full-scale introduction. The decisive factor for adoption was that automating meeting processing made it possible to build a highly reproducible meeting creation operation.
With the business expansion of Sansan's accounting AX service "Bill One," the inside sales organization was required to further increase the number of created business meetings. On the other hand, operations such as scheduling meetings and assigning sales reps relied on manual work, which became a bottleneck in expanding the volume of activities. By adopting immedio, they realized the automation of meeting processing and reduced the workload for processing meetings by 60%. By allocating the saved time to calling activities, they increased the volume of action and established a stable meeting creation operation free from the risk of human error.
## Background of Adopting immedio
At Sansan's Bill One business division, along with business growth, the role of the inside sales organization expanded, requiring the creation of more business meetings. However, the actual meeting adjustment work depended on an analog operation of manually identifying the assigned sales rep while checking their calendar, finding available time, and confirming the schedule.
It required assignments taking into account multiple conditions such as company size, proposal module, and area, with all judgments and confirmations handled by humans. Furthermore, issuing Zoom URLs and sending invitation emails were also done manually, resulting in a processing time of about 15 minutes per case. The time that could originally be used for calling was allocated to clerical work, becoming a bottleneck for expanding the activity volume of the entire organization.
## Decisive Factor for Adoption
In considering immedio, not only simple workload reduction but also the perspective of stabilizing the operations of the entire organization was emphasized. In the meeting adjustment work, there were risks of human errors such as omitting the issuance of a Zoom URL or forgetting to send an invitation email, which also became an issue from a customer experience perspective. In the internal review, it was highly evaluated that automating meeting processing could simultaneously achieve workload reduction and error prevention.
They conducted verifications based on actual operations while collaborating with frontline members and managers, and after making step-by-step improvements, decided on a full-scale introduction. The decisive factor for adoption was that automating meeting processing made it possible to build a highly reproducible meeting creation operation.