SERAKU CCC Salesforce Adoption Support Case Study: Driving Salesforce Utilization for Tens of Thousands of Users at Resona Bank, Building a Non-Person-Dependent Operational Structure to Advance Sales Activities

SERAKU CCC is providing its "Salesforce Adoption and Utilization Support" service to Resona Bank, aiding in company-wide adoption and the advancement of sales activities. Resona Bank had introduced Salesforce to address the issue of personalized knowledge and customer information in corporate sales, but struggled with adoption due to a shortage of administrators and a high volume of inquiries from branches nationwide. Through SERAKU CCC's hands-on support, over 20 types of manuals were created and continuous functional improvements were made. This significantly reduced inquiries, eased the burden on administrators, and established an environment where previously personalized customer data and sales know-how could be utilized as a company-wide asset. The system now serves as a critical business foundation for tens of thousands of users, supporting the entire Resona Group's sales enhancement.