TAPP Transforms Seminar Customer Experience with AI Agent 'Agentforce', Achieving 90.3% Inquiry Resolution Rate and Other Results
TAPP implemented Salesforce's AI agent platform 'Agentforce' to revolutionize the customer experience for its asset management seminars, 'Capital Hack.' This led to an inquiry resolution rate of approximately 90.3% and a reduction of about 100 inquiries per month.
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- 📰 Published: March 31, 2026 at 21:00
- 🔍 Collected: April 1, 2026 at 13:39 (16h 39m after Published)
- 🤖 AI Analyzed: April 22, 2026 at 01:44 (492h 5m after Collected)
Salesforce Japan (Shinichi Koide, Representative Director, Chairman and President, hereinafter Salesforce) announced today that TAPP Co., Ltd. (Headquarters: Minato-ku, Tokyo, President: Manabu Yamaji, hereinafter TAPP) has implemented 'Agentforce' provided by Salesforce to improve the quality of customer experience, customer support, and follow-up efficiency. The AI agent platform has contributed to enhancing the customer experience for asset management seminars, including achieving an inquiry resolution rate of approximately 90.3%. TAPP has successfully delivered the best purchasing experience to its customers by utilizing Agentforce to generate actual business results.
## Background and Challenges
TAPP, which handles sales and consulting of investment real estate, operates the seminar 'Capital Hack' (※) which guides investment beginners on asset formation such as stocks, insurance, and real estate in an easy-to-understand manner. This service surpassed 150,000 cumulative applications last year and is expanding its services, including airing TV commercials. Since its establishment in 2016, it has broken industry stereotypes, established a business model that maximizes the power of technology and marketing, and provides transparent asset management services utilizing technology. The organization has grown significantly, increasing its size 30-fold in approximately nine years since its founding.
On the other hand, by thoroughly implementing the seminar-type marketing model, The Model, and establishing a division of labor between inside sales and field sales, TAPP has developed efficient sales activities. However, with the rapid growth of the company, the acquisition of prospective customers and customer support have increased proportionally, leading to challenges in maintaining and improving seminar participant retention and the quality of customer experience.
Amidst this, the company reconfirmed that the important thing is not to process tasks but to provide an excellent customer experience, and it has relentlessly pursued this goal for AI utilization. To achieve prompt and high-quality customer support and follow-up through collaboration between humans and AI agents, TAPP decided to introduce Agentforce. Key factors in deciding to implement Agentforce were its ability to communicate (e.g., rescheduling or cancellation) on the Salesforce platform, its integration with existing systems and data, and its strength as a flexible and governed platform.
※Click here for the Capital Hack brand website: https://capitalhack.jp/
## Effects
With the introduction of Agentforce, TAPP has already achieved the following business results:
- Reduction of approximately 100 inquiries per month: While the number of prospective customers has increased by 41% annually, inquiries, which had increased proportionally, are now primarily handled by AI agents.
## Background and Challenges
TAPP, which handles sales and consulting of investment real estate, operates the seminar 'Capital Hack' (※) which guides investment beginners on asset formation such as stocks, insurance, and real estate in an easy-to-understand manner. This service surpassed 150,000 cumulative applications last year and is expanding its services, including airing TV commercials. Since its establishment in 2016, it has broken industry stereotypes, established a business model that maximizes the power of technology and marketing, and provides transparent asset management services utilizing technology. The organization has grown significantly, increasing its size 30-fold in approximately nine years since its founding.
On the other hand, by thoroughly implementing the seminar-type marketing model, The Model, and establishing a division of labor between inside sales and field sales, TAPP has developed efficient sales activities. However, with the rapid growth of the company, the acquisition of prospective customers and customer support have increased proportionally, leading to challenges in maintaining and improving seminar participant retention and the quality of customer experience.
Amidst this, the company reconfirmed that the important thing is not to process tasks but to provide an excellent customer experience, and it has relentlessly pursued this goal for AI utilization. To achieve prompt and high-quality customer support and follow-up through collaboration between humans and AI agents, TAPP decided to introduce Agentforce. Key factors in deciding to implement Agentforce were its ability to communicate (e.g., rescheduling or cancellation) on the Salesforce platform, its integration with existing systems and data, and its strength as a flexible and governed platform.
※Click here for the Capital Hack brand website: https://capitalhack.jp/
## Effects
With the introduction of Agentforce, TAPP has already achieved the following business results:
- Reduction of approximately 100 inquiries per month: While the number of prospective customers has increased by 41% annually, inquiries, which had increased proportionally, are now primarily handled by AI agents.