Informatics Inc. Achieves 50% Reduction in Meeting Minutes Creation Time and 20% Increase in Salesforce Registrations by Introducing 'bellSalesAI'

bellFace Inc. (Headquarters: Minato-ku, Tokyo; CEO: Kazuaki Nakajima), which develops and sells the Salesforce input agent "bellSalesAI," announced that Informatics Inc. (Headquarters: Kawasaki City, Kanagawa), a company providing software product sales and system development in the GIS and spatial information system domain, has introduced bellSalesAI to its entire sales department.

The company was facing challenges such as "unclear rules for entering data into Salesforce, resulting in inconsistent input levels among representatives" and "sales know-how remaining personalized and not accumulating in the organization." After introducing bellSalesAI, the time required to summarize the main points of business negotiations and create minutes was reduced by approximately 50%, and the number of face-to-face sales activities registered in Salesforce increased by approximately 20% compared to the same period last year. Data accumulation in Salesforce is steadily progressing, accelerating the transformation into a data-driven sales organization.

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Background of Introduction

Informatics Inc. is an IT company that provides sales and technical support for various software products in the GIS (Geographic Information System) and spatial information system domain, such as GeoConic/GeoCloud (high-speed GIS/WebGIS), SIS (all-in-one GIS software), and GyroEye (XR system), as well as customized solution development based on GIS spatial information systems and various services related to spatial data such as digitization and attribute assignment. As the volume of sales activities increased with business expansion, the following issues became more serious in the field:

- Inconsistent input quality: The rules for negotiation hearing items were unclear, and the level of daily report input into Salesforce varied greatly among representatives. - Personalization of sales know-how: The skills of excellent sales representatives were not shared and utilized within the organization, remaining dependent on individuals. - Formalization of management: Sales managers could not fully utilize sales reports, and the accumulation of negotiation knowledge in Salesforce was not progressing.

To break through this situation of "having introduced Salesforce but not fully utilizing it," they decided to introduce bellSalesAI.

Three Decisive Factors for Introduction

After confirming its effectiveness in a trial, they proceeded with full introduction. The evaluation points are the following three:

1. High accuracy of summarization It appropriately summarizes the main points of negotiations even when the transcription is incomplete. It was judged that it would significantly reduce the input burden on field representatives by briefly organizing redundant conversations for each hearing item.

2. Deep integration specialized for Salesforce Seamlessly integrates with the existing Salesforce environment. It was highly evaluated that the entire flow from negotiation recording to Salesforce registration is completed in a single process, and further, a mechanism can be built to automatically notify managers and group members of the registered information as daily sales reports.

3. Recorded as structured data that can be "accumulated and used" The decisive factor was that it is not just a minutes tool, but can accumulate negotiation contents as analyzable structured data linked to hearing items. In addition to improving sales quality by visualizing unheard items, the perspective that it could become the first successful case of promoting internal AI utilization was one of the reasons that encouraged the introduction.

Effects of Introduction

1. Accelerated data accumulation in Salesforce

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