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Sansan Customer Success Plan
Sansan’s Customer Success Plan is designed to make sure you make the most of Sansan. Choose a level of service suited to your needs.
Plan Overview
You can choose from five levels of service.
Plan |
Basic |
Basic+ |
Advanced |
Premier |
Premier+ |
|
|---|---|---|---|---|---|---|
Term |
2 months |
3 months |
5 months |
Year-round |
Year-round |
|
Options |
Onboarding management |
Seminar Phone, email support |
Individual meetings(at Sansan location, online) |
Individual meetings(at customer location,online) User training |
Individual meetings (on-site, online) User training |
|
Success management |
- |
- |
- |
Customized for each company Continuous consulting support Training and data integration support available year-round |
||
Data integration support |
- |
- |
- |
Online support (2 months per tenant) |
||
Business card import service(by postal mail) |
- |
Available during this term |
Available during this term |
Available year-round |
Available year-round |
|
Business card import service(on-site) *Service will end at the end of October 2024 |
- |
- |
- |
- |
Available year-round |
|
Support Center telephone support |
- |
- |
- |
- |
Available |
|
Basic |
Basic+ |
Advanced+ |
Premier |
Premier+ |
|---|---|---|---|---|
Term |
Term |
Term |
Term |
Term |
2 months |
3 months |
5 months |
Year-round |
Year-round |
Options |
Options |
Options |
Options |
Options |
Onboarding management |
Onboarding management |
Onboarding management |
Onboarding management |
Onboarding management |
Seminar Phone, email support |
Individual meetings(at Sansan location,online) |
Individual meetings(at customer location,online) User training |
Individual meetings (on-site, online) User training |
Individual meetings (on-site, online) User training |
Success management |
Success management |
Success management |
Success management |
Success management |
- |
- |
- |
Customized for each company Continuous consulting support Training and data integration support available year-round |
Customized for each company Continuous consulting support Training and data integration support available year-round |
Data integration support |
Data integration support |
Data integration support |
Data integration support |
Data integration support |
- |
- |
- |
Online support (2 months per tenant) |
Online support (2 months per tenant) |
Business card import service(by postal mail) |
Business card import service(by postal mail) |
Business card import service(by postal mail) |
Business card import service(by postal mail) |
Business card import service(by postal mail) |
- |
Available during this term |
Available during this term |
Available year-round |
Available year-round |
Business card import service(on-site) *Service will end at the end of October 2024 |
Business card import service(on-site) *Service will end at the end of October 2024 |
Business card import service(on-site) *Service will end at the end of October 2024 |
Business card import service(on-site) *Service will end at the end of October 2024 |
Business card import service(on-site) *Service will end at the end of October 2024 |
- |
- |
- |
- |
Available year-round |
Support Center telephone support |
Support Center telephone support |
Support Center telephone support |
Support Center telephone support |
Support Center telephone support |
- |
- |
- |
- |
Available |
Basic
Support details:
Remote (phone, email), 2 months of dedicated support.
Support is provided during regular business days and hours (10 a.m. to 6 p.m. JST).
Provided in Japanese only.
In principle, in-person visits are not provided.
Options |
Details |
|---|---|
Onboarding managemen |
Guidance in introduction period for those responsible for promoting Sansan in the company Online support by dedicated staff (phone, email). Guidance on how to promote Sansan based on how it is used in the company. Usage methods and case examples for users given via dedicated site and online community site. |
Success management |
Guidance including the following, as needed Success seminar※1 User events for exchanging information between client companies and providing information on the latest trends and services |
*1 Success seminar
This gives guidance on specific usage processes, operation, and usage for specific purposes, as well as Sansan functions.
This course is for all Sansan administrators and users.
This will be at a Sansan-designated location and held in lecture format for about 1 hour per session.
We will offer a choice of dates and times
In principle, multiple customers are expected to take part.
Basic+
Support details:
Remote (phone, email, video conference), 3 months of dedicated support.
The initial kickoff meeting is held at our office or online.
Support is provided during regular business days and hours (10 a.m. to 6 p.m. JST).
Provided in Japanese only.
Options |
Details |
|---|---|
Onboarding management |
Guidance in introduction period for those responsible for promoting Sansan in the company Support by dedicated staff in online format (phone, email). Kickoff meeting showing knowhow to apply during service introduction (held at our office). Guidance on how to promote Sansan based on how it is used in the company. Usage methods and case examples for users given via dedicated site and online community site. |
Success management |
Guidance in the following events and seminar as needed Success seminar User events for exchanging information between client companies and providing information on the latest trends and services |
Business card import service(by postal mail) |
Bulk import and scanning of business cards sent by postal mail. |
Advanced
Support details:
A dedicated Customer Success Manager will provide support service customized to your needs.
Support is provided during regular business days and hours (10 a.m. to 6 p.m. JST).
Provided in Japanese only.
Options |
Details |
|---|---|
Onboarding management |
Guidance on introducing Sansan for those responsible for promoting it in the company For 5 months from introducing the Sansan service. Provide specific knowledge on introducing and promoting Sansan in the company Provides usage methods and case examples through dedicated sites and online community sites Training on promotion methods for promotion departments and department promotion leaders. Health check analysis of progress and necessary actions. 15 hours of meetings within the period, with training limited to 2 hours @5 times. Training may be subcontracted irrespective of the provisions of other agreements. When visiting from the head office, includes up to two visits during the period to locations other than Tokyo, Kanagawa, Saitama, and Chiba (3 or more visits will incur added travel expenses). When visiting from the Kansai Branch, includes up to 2 visits during the period to locations other than Osaka, Kyoto, Hyogo, Shiga, Nara, Wakayama, and Aichi (3 or more visits will incur added travel expenses). |
Success management |
Guidance in the following events and seminar as needed Success seminar User events for exchanging information between client companies and providing information on the latest trends and services |
Business card import service(by postal mail) |
Bulk import and scanning of business cards sent by postal mail. |
Premier & Premier+
Support details:
A dedicated Customer Success Manager will provide customized operation support services from installation to full implementation.
Support is provided during regular business days and hours (10 a.m. to 6 p.m. JST).
Provided in Japanese only.
Options |
Details |
|---|---|
Onboarding management |
Guidance on introducing Sansan for those responsible for promoting it in the company For 5 months from introducing the Sansan service. Provide specific knowledge on introducing and promoting Sansan in the company Provides usage methods and case examples through dedicated sites and online community sites Training on promotion methods for promotion departments and department promotion leaders. Health check analysis of progress and necessary actions. 15 hours of meetings within the period, with training limited to 2 hours @5 times. Training may be subcontracted irrespective of the provisions of other agreements. When visiting from the head office, includes up to two visits during the period to locations other than Tokyo, Kanagawa, Saitama, and Chiba (3 or more visits will incur added travel expenses). When visiting from the Kansai Branch, includes up to 2 visits during the period to locations other than Osaka, Kyoto, Hyogo, Shiga, Nara, Wakayama, and Aichi (3 or more visits will incur added travel expenses). |
Success management |
Guidance from implementation to full establishment based on a success plan for the department promoting Sansan For 6 months from introducing the Sansan service. Support for formulating and realizing a success plan. "Health check" analysis of progress and necessary actions. "Product roadmap" to chart the implementation course. Regularly held user events to exchange information between client companies and provide information on the latest trends in services. Up to 4 hours of meetings during the period. When visiting from the head office, includes up to two visits per year to locations other than Tokyo, Kanagawa, Saitama, and Chiba(3 or more visits will incur added travel expenses). When visiting from the Kansai Branch, includes up to 2 visits per year to locations other than Osaka, Kyoto, Hyogo, Shiga, Nara, Wakayama, and Aichi (3 or more visits will incur added travel expenses). |
Data integration support |
Support for integrating data Guidance on integration with external data. Initial setting support is for 2 months. |
Business card import service(by postal mail) |
Bulk import and scanning of business cards sent by postal mail. |
Business card import service(on-site) *Service will end at the end of October 2024 |
A representative comes to your location and does the initial card scanning. |
Support center (phone) |
Inquiries by phone to our Japan-based support center Available 10 a.m. to 5 p.m. during regular business hours (unless otherwise specified). Specifically for actual Sansan usage-related matters (PC and Mobile App, scanner, etc.); other inquiries are not supported. Only provided in Japanese. GiG Works AddValue Inc. will provide the main service. |
*1 If you have a contract with Sansan IDI, you must select a basic plan (Premier or Premier+) that includes data integration support, or select the additional plan data integration support (2 months).
*2 This Plan can only be used if you have already applied for data integration support(2 months).
*3 If you also sign up for Salesforce Limited integration, Concur Expense integration, Risk Intelligence, and/or Survey Tool, you must select CS Plan Premier/Premier+ or added optional support (2 months).
*4 Additional extended onboarding support is not available when making a new contract. Please choose a basic plan. The details of this plan are based on the Advanced basic plan.
Data integration support (2 months)
Details: Data integration design support for new services and Datahub integration
Our data solutions architect will assist in designing your new system integrated with Datahub.
There are typically three meetings (online): kickoff, confirmation after the start of test integration, and confirmation after the production release.
We will review the integration setting materials and advise on points needing improvement after test integration.
There is a maximum of 5 hours of meetings and 5 hours of review and confirmation.
A contract for this additional plan is required for each tenant (connection).
Extended onboarding support
Details: This service provides knowhow for successful implementation of Sansan, as well as user training.
A dedicated Customer Success Manager will provide continued support service customized to your needs.
Support is provided during regular business days and hours (10 a.m. to 6 p.m. JST).
Provided in Japanese only.
3 hours of meetings within the period, with training limited to 2 hours @1 times.
Travel expenses are charged when visiting from the head office to locations other than Tokyo, Kanagawa, Saitama, and Chiba and from the Kansai branch to other than Osaka, Kyoto, Hyogo, Shiga, Nara, Wakayama, and Aichi.
Training (3 hours)
Details: This is an in-person service for operations support staff to guide on the basic operations of Sansan.
For all Sansan users.
Total of 3 hours, consisting of a prior online meeting (1 hour) + practical training (2 hours).
Typically, our staff will visit your office 1 time, for 2 hours.
Travel expenses are charged when visiting from the head office to locations other than Tokyo, Kanagawa, Saitama, and Chiba and from the Kansai branch to other than Osaka, Kyoto, Hyogo, Shiga, Nara, Wakayama, and Aichi. An additional 100,000 yen will also be charged for English support. An additional 100,000 yen will be charged for English support.
Provided during normal business days, 10 a.m. to 6 p.m. JST.
Separate expenses will be incurred if extra travel is required.
Business card import service (by postal mail)
Details: Send all business cards and we import them into Sansan.
Compile all business cards you would like to import and ship them to us by post.
After we have imported them, we return them to you.
There is a separate digitization fee in addition to the service cost.
We keep your cards for around 1 week. In the case of especially high volumes of cards, we will process a certain amount weekly.
Before the import, we require that you provide us with an estimate of the total number of cards for scanning.
Cards must be put in our Business Card Digitization Kit before processing.
The Sansan registered name must match the name on the kit. If it does not, use the card included in the kit.
Mail, return, and processing dates will be set separately.
Sent cards will be given a DocuSign electronic signature or a PDF emailattachment with a personal information transfer slip.
This form will be used as a verification of exchange for business cards.
A fee will be incurred if there are changes or cancellations within 1 week before the arranged work date.
The estimated price is based on the work cost of our staff in accordance with the approximate number of captures indicated when applying for the service.
Please note that no refunds will be given even if some cards are left out of the import.
Business card data conversion is based on the Sansan service specifications.
Scanning of double-sided cards and attachment of tags must be handled by the customer.
The customer is responsible for shipping and receiving charges.
Business card import service (on-site) *Service will end at the end of October 2024
Details: On-site scanning and digitization of business cards into Sansan.
Compile all business cards you would like to import and our staff will come to your site to scan and digitize them.
Cards must be removed from files and other holders, and reinserted if necessary. Our staff will not perform this task.
To perform the scanning, customers must arrange a scanner and a well-equipped space to perform the work. Our staff may also choose to bring scanners.
The customer must be present at the start and finish of our staff’s work.
There is a separate digitization fee in addition to the service cost.
Before the import, we require that you provide us with an estimate of the total number of cards for scanning.
Cards must be put in our Business Card Digitization Kit before processing.
The Sansan registered name must match the name on the kit. If it does not, use the card included in the kit.
Work dates and times will be adjusted separately based on the number of scans.
A fee will be incurred if there are changes or cancellations within 1 week before the arranged work date.
Work is typically on regular business days, 10 a.m. to 6 p.m. JST (with a 1-hour break).
The estimated price is based on the work cost of our staff in accordance with the approximate number of captures indicated when applying for the service.
Please note that no refunds will be given even if some cards are left out of the import.
Business card data conversion is based on the Sansan service specifications.
Double-sided cards must be imported by the customer.
The on-site location must be within 1 hour of our Tokyo office.
The customer should present all their cards for processing at the start of the service. In the case of especially large amounts of cards, 1 week’s worth is requested.
Notes regarding pricing
The numbers of times and the duration for each service listed are limited.
Please note that no refund will be given even if the number of times allotted and total time are not reached during the support period for reasons attributable to the customer.
Go here to check the previous service details.
If we change service contents, we will display details and the date of
change on this page in advance.
Please note that your continued use of the service after the changes
take effect will constitute your consent to such changes.