Advancing Sales and Marketing Through the Use of BI and AI for Sales Data
First written in FY2020. 4 of 7 entries say "Advanced", first in FY2021. Latest entry: 2026-07-03.
4 other companies' latest entry also says "Advanced".
- 2026-07-03AdvancedOther Disclosures
「By strengthening the analytical capabilities of BI tools and AI, we are establishing a system that enables data-driven management through the analysis and use of data, as well as rapid and flexible decision-making concerning sales activities and financial management.」
The company has given more concrete form to its initiatives, moving from visualizing sales conditions through BI and AI to data-driven management through a data lake proof of concept and more sophisticated decision-making in sales activities and financial management. The canonical thread remains unchanged. - FY2022AdvancedAnnual report
「The number of accounts was 4,485, compared with 3,747 in the previous fiscal year, exceeding the target by 49.5%. This was the result of the increased awareness of acquiring new customers arising from the use of BI, which enabled sales representatives to visualize the current state of sales in real time, together with the Company's focus on acquiring new customers in the Reinan area of Fukui Prefecture.」
The Company specifically linked the real-time visualization of sales conditions through BI tools to its results in acquiring new customers. - FY2022-Q3RestatedAnnual report
「This was the result of the increased awareness of acquiring new customers arising from the use of business intelligence (BI) tools, which enabled sales representatives to visualize the current state of sales in real time, together with the Company's focus on acquiring new customers in the Reinan area of Fukui Prefecture in preparation for opening the Tsuruga Branch in April 2022.」
The Company continues to use the real-time visualization of sales conditions through BI tools to acquire new customers. - FY2022-Q2RestatedAnnual report
「This is because the use of business intelligence (BI) tools has enabled sales representatives to visualize the current state of sales in real time, increasing their awareness of acquiring new customers.」
The Company continues to visualize sales conditions in real time using BI tools and apply the information to acquiring new customers. - FY2022-Q1AdvancedAnnual report
「This is because the use of business intelligence (BI) tools has enabled sales representatives to visualize the current state of sales in real time, increasing their awareness of acquiring new customers.」
The Company described a specific operating model in which sales representatives visualize sales conditions in real time using BI tools and use the information to acquire new customers. - FY2021AdvancedAnnual report
「We will also analyze data on customers' asset holdings, product purchases and other matters using BI tools and visualize it from various perspectives to propose products that meet their needs. In addition, by linking the data with AI functions to predict products that meet customer needs, we will use the data to increase revenue.」
The Company specified concrete applications for using BI and AI with sales activity data, including visualizing customer assets and purchase patterns, proposing products and predicting customer needs. - FY2020First statedAnnual report
「The Company has accumulated a large volume of data on sales activities, which until now has been used mainly to manage sales activities with an emphasis on compliance. Going forward, we will make use of this data to pursue the three management strategies described above more proactively. Specifically, we will analyze the data at sales sites using business intelligence (BI) tools and other resources, applying the findings to understand the current situation and to marketing. We also intend to improve our analytical capabilities by linking the data with AI functions.」
The Company explicitly stated for the first time that it would analyze the large volume of data accumulated through sales activities using BI tools and other resources, and use it to understand the current situation, support marketing and link with AI functions.