テラスカイ---りそなカードがSales Cloud導入で、顧客接点数月平均2.2倍増

2024年11月22日 11:23:00
マネー
FISCO
コメント

テラスカイは、りそなカードの営業システムにSalesforce Sales Cloudを導入し、これによって一人当たりの顧客接点数が月平均約2.2倍に増加したことを公表しました。この成果は、訪問、電話、ウェブ交渉といった営業活動の増加により達成されました。Sales Cloudは、金融業界で多くの導入実績を持ち、効率的なデータ管理を可能にします。りそなグループの他の分野でも既に導入されていたこのシステムは、2023年9月に開発が始まり、2024年1月から運用がスタートしました。導入の効果として、顧客接点数の増加に加え、継続的な改善、若手人材の育成の改善、業務効率化による外訪活動の強化が報告されています。

*11:23JST テラスカイ---りそなカードがSales Cloud導入で、顧客接点数月平均2.2倍増テラスカイ<3915>は22日、りそなカード（本社：東京都江東区）の営業システムへSalesforce Sales Cloud導入による実績を公表。導入時に成果指標として掲げた顧客への訪問や電話、ウェブ交渉などの営業活動に係る「一人当たりの顧客接点数」は月平均で約2.2倍増加した。

金融業界で多数の導入実績を誇るSalesCloudはりそなグループ各行において既に導入されていたが、点在するデータの一元管理の効率化に向け、りそなカードへの導入に至った。

2023年9月より開発が始まり2024年1月に運用を開始しているが、りそなカードは導入効果として以下を挙げている。
・営業一人あたりの顧客接点数が月平均約2.2倍増
・継続的改善の実現
・若手人材育成の改善
・業務効率化による外訪活動の体制強化＜ST＞

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