【SERAKU CCC Salesforce導入與活用支援案例】為Resona銀行推動支援數萬名用戶的Salesforce活用，建立「非屬人化Salesforce運營體制」以實現銷售活動升級

Resona銀行導入了SERAKU CCC的「Salesforce導入與活用支援服務」，解決了知識屬人化和管理員負擔過重的問題。此次合作成功為數萬名用戶建立了Salesforce基礎設施，減少了內部諮詢，並創建了一個全公司共享銷售專業知識的系統。
Case StudyNQ 95/100出典：PR Times

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SERAKU CCC公司向Resona銀行提供了「Salesforce導入與活用支援」服務，協助該公司在全公司範圍內推廣Salesforce的應用並提升銷售活動。Resona銀行為了解決企業銷售中知識和客戶資訊屬人化的問題而引進了Salesforce，但由於管理員短缺及應對來自全國各據點的諮詢，導致系統的普及應用停滯不前。透過SERAKU CCC的駐點支援，持續進行了20多種手冊的整備和貼近業務的功能改善。結果，大幅減少了諮詢案件數量，減輕了管理員的負擔，並建立了一個能將過去屬人化的客戶資訊和銷售訣竅作為全公司資產加以利用的環境。目前，該系統已成為支援數萬名用戶的關鍵業務基礎，支持整個Resona集團的銷售活動升級。

常見問題

What primary challenges did Resona Bank face with its Salesforce implementation?

Resona Bank struggled with the personalization of sales knowledge and customer information, a shortage of administrators to manage the system, and difficulty in retaining operational know-how due to regular personnel changes.

What solution did SERAKU CCC provide to Resona Bank?

SERAKU CCC provided its "Salesforce Adoption and Utilization Support Service," offering on-site, hands-on support to handle user inquiries, develop comprehensive operational manuals, and implement function improvements tailored to business needs.

What were the key outcomes of this collaboration?

The collaboration resulted in the creation of over 20 manuals, which significantly reduced user inquiries and lessened the burden on administrators. It also established a system to utilize previously personalized customer and sales data as a company-wide asset.

How extensive is the Salesforce platform at Resona Bank now?

The Salesforce platform has become a critical business foundation supporting tens of thousands of licenses, underpinning the sales enhancement for the entire Resona Group.

What is Resona Bank's future vision for its Salesforce platform?

Resona Bank aims to evolve Salesforce continuously with business changes to create an organization that operates smoothly regardless of personnel turnover, enhance customer understanding, and promote company-wide data utilization and sales sophistication.

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