{"id":29681,"date":"2021-05-29T09:01:29","date_gmt":"2021-05-29T07:01:29","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29681"},"modified":"2025-03-21T05:17:41","modified_gmt":"2025-03-21T04:17:41","slug":"%e5%a4%96%e9%83%a8%e3%82%a2%e3%82%bb%e3%83%83%e3%83%88%e3%83%9e%e3%83%8d%e3%83%bc%e3%82%b8%e3%83%a3%e3%83%bc%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aecrm%e3%82%bb%e3%83%83%e3%83%88%e3%82%a2%e3%83%83","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/","title":{"rendered":"\u793e\u5916\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u5411\u3051CRM\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3092\u6210\u529f\u3055\u305b\u308b5\u3064\u306e\u30b9\u30c6\u30c3\u30d7"},"content":{"rendered":"

\u52b9\u679c\u7684\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u4e88\u7b97\u306e\u6700\u9069\u5316\u3068\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5f37\u5316\u3092\u76ee\u6307\u3059\u5916\u90e8\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306b\u3068\u3063\u3066\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306b\u6295\u8cc7\u3059\u308b\u4f01\u696d\u306f\u3001\u304b\u306a\u308a\u306e\u6295\u8cc7\u53ce\u76ca\u7387\uff08ROI\uff09\u3092\u671f\u5f85\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u30011\u30c9\u30eb\u306e\u652f\u51fa\u306b\u5bfe\u3057\u3066\u5e73\u5747$8.71\u306eROI\u3092\u793a\u3059\u8abf\u67fb\u7d50\u679c\u3082\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n

\u3055\u3089\u306b\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3057\u3066\u3044\u308b\u4f01\u696d\u304b\u3089\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u5831\u544a\u304c\u3042\u308b\u3002 \u55b6\u696d\u751f\u7523\u6027\u304c29%\u5411\u4e0a\u3001\u58f2\u4e0a\u4e88\u6e2c\u7cbe\u5ea6\u304c42%\u5411\u4e0a<\/a>, \u3055\u3089\u306b\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ea\u30bd\u30fc\u30b9\u3092\u6226\u7565\u7684\u306b\u914d\u5206\u3059\u308b\u4e0a\u3067CRM\u304c\u91cd\u8981\u306a\u5f79\u5272\u3092\u62c5\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u5f37\u8abf\u3057\u3066\u3044\u308b\u3001, \u610f\u601d\u6c7a\u5b9a\u8005\u306e74%\u304c\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u4ee5\u4e0b\u3092\u63d0\u4f9b\u3059\u308b\u3068\u56de\u7b54\u3057\u3066\u3044\u308b\u3002<\/a> \u9867\u5ba2\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u304c\u5411\u4e0a\u3057\u3001\u696d\u52d9\u52b9\u7387\u304c\u3055\u3089\u306b\u9ad8\u307e\u3063\u305f\u3002.<\/p>\n\n\n\n

\u305d\u306e\u305f\u3081\u306b\u306f\u3001\u3044\u304f\u3064\u304b\u306e\u57fa\u672c\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u8e0f\u3080\u3053\u3068\u3092\u304a\u52e7\u3081\u3059\u308b\uff1a<\/p>\n\n\n\n

-\u7af6\u5408\u4ed6\u793e\u306e\u5e83\u544a\u4e88\u7b97\u3092\u628a\u63e1\u3059\u308b<\/p>\n\n\n\n

-\u3069\u306e\u3088\u3046\u306a\u30e1\u30c7\u30a3\u30a2\u304c\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u6700\u9069\u304b\u3092\u77e5\u308b<\/p>\n\n\n\n

-\u5404\u30c1\u30e3\u30cd\u30eb\u3067\u5229\u7528\u53ef\u80fd\u306a\u5728\u5eab\u306e\u91cf\u3092\u6c7a\u5b9a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

1.CRM EAM\u3068\u306f\u4f55\u304b\uff1f<\/h2>\n\n\n\n

\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u306b\u304a\u3044\u3066\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u3068\u306f\u3001\u9867\u5ba2\u304c\u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u691c\u8a0e\u3057\u3001\u8cfc\u5165\u3057\u3001\u5229\u7528\u3057\u3001\u30ed\u30a4\u30e4\u30ea\u30c6\u30a3\u3092\u7dad\u6301\u3059\u308b\u307e\u3067\u306e\u6bb5\u968e\u3092\u8868\u3059\u3002\u305d\u306e\u30b4\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u304c\u3042\u306a\u305f\u306e\u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3067\u7d20\u6674\u3089\u3057\u3044\u4f53\u9a13\u3092\u3059\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3001\u305d\u306e\u5f8c\u3001\u306a\u305c\u305d\u306e\u9867\u5ba2\u304c\u305d\u306e\u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u65b9\u304c\u826f\u3044\u306e\u304b\u3092\u793a\u3059\u3053\u3068\u3067\u3059\u3002 \u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u30e1\u30fc\u30eb\u306e\u3088\u3046\u306b\u30d7\u30c3\u30b7\u30e5\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u308b\u304c\u3001\u6700\u3082\u91cd\u8981\u306a\u306e\u306f\u3001\u305d\u308c\u304c\u3042\u306a\u305f\u306e\u9069\u6027\u306e\u30d9\u30b9\u30c8\u30d5\u30ec\u30f3\u30c9\u3060\u304b\u3089\u3060\uff01<\/p>\n\n\n\n

\u305d\u3046\u3001\u512a\u308c\u305fCRM\u306f\u3001\u3042\u306a\u305f\u304c\u3053\u306e\u696d\u754c\u3067\u751f\u304d\u6b8b\u308b\u305f\u3081\u306b\u5f79\u7acb\u3064\u306e\u3060\u3002 FinSA\u3068MIFID<\/a> \u30cf\u30a4\u30d1\u30fc\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u4e16\u754c\u3067\u306f\u3001\u4eba\u5de5\u77e5\u80fd\u304c\u9069\u5207\u306a\u60c5\u5831\u3092\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u63d0\u4f9b\u3057\u307e\u3059\u3002CRM\u306f\u307e\u305f\u3001KYC\u3092\u66f4\u65b0\u3059\u308b\u305f\u3081\u306b\u9867\u5ba2\u3068\u5354\u529b\u3059\u308b\u6b63\u3057\u3044\u65b9\u6cd5\u3067\u3082\u3042\u308a\u307e\u3059\u3002KYC\u3068\u306fKnow Your Customer\u306e\u7565\u3067\u3001\u9867\u5ba2\u60c5\u5831\u3092\u53ce\u96c6\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u901a\u3058\u3066\u3001InvestGlass\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u696d\u52d9\u3092\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u3059\u3079\u3066\u306e\u30b5\u30dd\u30fc\u30c8\u3068\u5206\u6790\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n

\n
\"\u643a\u5e2f\u96fb\u8a71\u3092\u898b\u308b\u7537\"<\/figure>\n<\/div>\n\n\n

2.\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306eCRM\u5c0e\u5165\u65b9\u6cd5<\/h2>\n\n\n\n

\u79c1\u305f\u3061\u306f\u3001\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u304c\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u307f\u306a\u3055\u308c\u308bCRM\u3092\u69cb\u7bc9\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30b9\u30a4\u30b9\u3067\u958b\u767a\u3055\u308c\u3001\u30c1\u30fc\u30e0\u306b\u3068\u3063\u3066\u4f7f\u3044\u3084\u3059\u3044\u3082\u306e\u3067\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30bb\u30fc\u30eb\u30b9\u306f\u3001\u6700\u521d\u306e\u63d0\u6848\u4f9d\u983c\u3092\u69cb\u7bc9\u3059\u308b\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306b\u53c2\u52a0\u3059\u3079\u304d\u3067\u3059\u3002\u5927\u624b\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u6700\u7d42\u7684\u306b\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u3092\u63a1\u7528\u3057\u3001\u5fc5\u8981\u6700\u4f4e\u9650\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30d9\u30eb\u3092\u8a2d\u5b9a\u3059\u308b\u3002\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u306f\u65e2\u5b58\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8abf\u67fb\u3057\u3001\u8cb4\u793e\u306b\u5fc5\u8981\u306a\u3082\u306e\u3092\u898b\u3064\u3051\u308b\u624b\u52a9\u3051\u3092\u3059\u308b\u3002.<\/p>\n\n\n\n

3.\u5916\u90e8\u8cc7\u7523\u7ba1\u7406\u306b\u304a\u3051\u308bCRM\u306e\u30e1\u30ea\u30c3\u30c8<\/h2>\n\n\n\n

\u30d6\u30e9\u30f3\u30c9\u306e\u8a8d\u77e5\u5ea6\u3092\u9ad8\u3081\u308b\u3002\u65b0\u898f\u9867\u5ba2\u7372\u5f97\u306e\u7b2c\u4e00\u6b69\u306f\u3001\u3042\u306a\u305f\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u7d39\u4ecb\u3059\u308b\u3053\u3068\u3060\u3002.<\/p>\n\n\n\n

\u30ea\u30fc\u30c9\u3092\u7372\u5f97\u3059\u308b\u3002.<\/p>\n\n\n\n

\u30ea\u30fc\u30c9\u3092\u9867\u5ba2\u306b\u5909\u3048\u308b\u3002.<\/p>\n\n\n\n

\u512a\u308c\u305f\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n

\u30a2\u30c3\u30d7\u30bb\u30eb\u3092\u4fc3\u9032\u3059\u308b\u3002\u3064\u307e\u308a\u3001\u304a\u5ba2\u69d8\u306e\u3054\u5bb6\u65cf\u3084\u3054\u53cb\u4eba\u306b\u5f53\u793e\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u7d39\u4ecb\u3059\u308b\u3002.<\/p>\n\n\n\n

\u96fb\u8a71\u3001E\u30e1\u30fc\u30eb\u3001SMS\u3001WhatsApp\u3001\u3042\u308b\u3044\u306f\u6295\u8cc7\u5bb6\u5411\u3051\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u306e\u512a\u5148\u9806\u4f4d\u3092\u5909\u3048\u308b\u3053\u3068\u3082\u3042\u308b\u305f\u3081\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3082\u30b2\u30fc\u30e0\u3092\u5909\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u6295\u8cc7\u5bb6\u306e\u8cc7\u7523\u306e\u53ef\u8996\u6027\u3092\u5b8c\u74a7\u306b\u6e80\u305f\u3059\u306b\u306f\u3001\u6295\u8cc7\u5bb6\u306e\u671f\u5f85\u3092\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n

4.CRM\u5916\u90e8\u8cc7\u7523\u7ba1\u7406\u5c0e\u5165\u306e\u3088\u304f\u3042\u308b\u843d\u3068\u3057\u7a74<\/h2>\n\n\n\n

\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u3059\u308b\u3068\u3001\u5fc5\u305a\u843d\u3068\u3057\u7a74\u304c\u3042\u308a\u307e\u3059\u3002CRM\u306e\u5916\u90e8\u8cc7\u7523\u7ba1\u7406\u3092\u5c0e\u5165\u3059\u308b\u969b\u306b\u3088\u304f\u3042\u308b\u843d\u3068\u3057\u7a74\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n\n\n\n

- \u30d0\u30ea\u30e5\u30fc\u30fb\u30d7\u30ed\u30dd\u30b8\u30b7\u30e7\u30f3\uff1a\u9867\u5ba2\u304c\u6295\u8cc7\u306b\u5bfe\u3057\u3066\u4f55\u3092\u5f97\u3089\u308c\u308b\u304b\u304c\u660e\u78ba\u3067\u306a\u3044\u3002.<\/p>\n\n\n\n

- \u540c\u793e\u306f\u3001\u7d99\u7d9a\u7684\u306a\u7ba1\u7406\u30b3\u30b9\u30c8\u3084\u6599\u91d1\u3092\u9867\u5ba2\u306b\u4f1d\u3048\u3066\u3044\u306a\u3044\u305f\u3081\u3001\u8a2d\u7f6e\u5f8c\u306b\u6708\u984d\u6599\u91d1\u306b\u9a5a\u304f\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n

- CRM\u306e\u5916\u90e8\u8cc7\u7523\u7ba1\u7406\u306f\u8907\u96d1\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308a\u3001\u305d\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u793e\u5185\u30b9\u30bf\u30c3\u30d5\u306e\u7d99\u7d9a\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002<\/p>\n\n\n\n

\u30d3\u30c7\u30aa\u3001\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u30fb\u30d8\u30eb\u30d7\u30c7\u30b9\u30af\u3001PDF\u6587\u66f8\u306a\u3069\u306e\u3055\u307e\u3056\u307e\u306a\u30b5\u30dd\u30fc\u30c8\u306b\u3088\u308a\u3001\u55b6\u696d\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3001\u6295\u8cc7\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u5404\u30c1\u30fc\u30e0\u3092\u5c0e\u304f\u5b8c\u74a7\u306a\u30a6\u30a9\u30fc\u30af\u30b9\u30eb\u30fc\u304c\u898b\u3064\u304b\u308a\u307e\u3059\u3002\u9000\u5c48\u306a\u4f5c\u696d\u3092\u81ea\u52d5\u5316\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n

5.CRM\u5c0e\u5165\u6210\u529f\u306e\u79d8\u8a23 \u5916\u90e8\u8cc7\u7523\u7ba1\u7406\u3068\u9867\u5ba2\u30c7\u30fc\u30bf\u7ba1\u7406<\/h2>\n\n\n\n

\u3072\u3068\u3064\u306f\u3001CRM\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u5168\u54e1\u306b\u4e0e\u3048\u308b\u3053\u3068\u3001\u3082\u3046\u3072\u3068\u3064\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u5b9f\u969b\u306b\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3055\u308c\u308b\u306e\u3092\u5f85\u3063\u3066\u304b\u3089\u3001\u540c\u50da\u5168\u54e1\u306b\u30a2\u30af\u30bb\u30b9\u3092\u4e0e\u3048\u308b\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n

\u30c4\u30fc\u30eb\u306b\u5bfe\u3059\u308b\u540c\u50da\u306e\u95a2\u5fc3\u3092\u9ad8\u3081\u308b\u3053\u3068\u306f\u3001\u9593\u9055\u3044\u306a\u304f\u5c0e\u5165\u6210\u529f\u306e\u6700\u3082\u91cd\u8981\u306a\u90e8\u5206\u306e\u4e00\u3064\u3067\u3059\u3002\u3067\u304d\u308b\u3060\u3051\u65e9\u304f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30c7\u30fc\u30bf\u3092\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u30a4\u30f3\u30dd\u30fc\u30c8\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002. <\/p>\n\n\n\n

\u3042\u306a\u305f\u306e\u30c1\u30fc\u30e0\u306f\u3001\u4f7f\u3044\u6163\u308c\u305f\u30c4\u30fc\u30eb\u3092\u3059\u3050\u306b\u898b\u3064\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306f\u305a\u3060\u3002\u4ee5\u524d\u306f\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u3084\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u30fb\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u3092\u4f7f\u3063\u3066\u3044\u305f\u304c\u3001\u4eca\u306f\u6700\u7d42\u7684\u306a\u5909\u66f4\u306e\u6642\u671f\u3060\u3068\u3044\u3046\u4eba\u3082\u3044\u308b\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n

\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u306f\u91cd\u8981\u3067\u3059\u304c\u3001\u540c\u50da\u306e\u671f\u5f85\u3084\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u30c4\u30a2\u30fc\u5185\u3067\u7ba1\u7406\u3059\u308b\u3053\u3068\u3082\u91cd\u8981\u3067\u3059\u3002\u9023\u7d61\u5148\u5831\u544a\u306e\u30e1\u30e2\u3068\u5f79\u5272\u306e\u8a2d\u5b9a\u306f\u3001\u3053\u306e\u7fd2\u6163\u306e\u57fa\u672c\u8981\u7d20\u3067\u3059\u3002.<\/p>\n\n\n\n

\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30da\u30fc\u30b8\u304b\u3089\u3001\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u8cc7\u7523\u3084\u30d5\u30a1\u30f3\u30c9\u3092\u8996\u899a\u5316\u3057\u3001\u30c7\u30fc\u30bf\u3067\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0\u3057\u3066\u3001\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305fPDF\u3092\u767a\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5fa1\u793e\u306f5\u5206\u3082\u304b\u304b\u3089\u305a\u306b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b7\u30fc\u30c8\u3092\u4f5c\u6210\u3057\u3001\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u3046\u3057\u305f\u5c0f\u3055\u306a\u30b3\u30f3\u30c6\u30f3\u30c4\u30fb\u30d1\u30d6\u30ea\u30c3\u30b7\u30e3\u30fc\u306f\u3001\u3059\u3050\u306b\u4fe1\u983c\u3092\u751f\u307f\u51fa\u3057\u307e\u3059\u3002.<\/p>\n\n\n

\n
\"\u9678\u4e0a\u7af6\u6280\u5834\u3092\u8d70\u308b\u7537\u305f\u3061\"<\/figure>\n<\/div>\n\n\n

6.\u73fe\u4ee3\u306eEAM\u304c\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306b\u5fc5\u8981\u3068\u3059\u308b\u3082\u306e\u3001\u305d\u3057\u3066\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u60f9\u304d\u3064\u3051\u308b\u3082\u306e<\/h2>\n\n\n\n

\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u60f9\u304d\u3064\u3051\u308b\u306b\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3001\u6d41\u901a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u305d\u3057\u3066\u3001\u6700\u65b0\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u4f7f\u7528\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002 \u4eba\u5de5\u77e5\u80fd<\/a>. .\u3042\u306a\u305f\u306f\u3001\u3044\u3064\u304b\u3042\u306a\u305f\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u5927\u4f01\u696d\u306b\u5909\u3048\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u308f\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002 \u30cd\u30aa\u30d0\u30f3\u30af<\/a> \u307e\u305f\u306f \u30ed\u30dc\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc<\/a>!<\/p>\n\n\n\n

\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u975e\u5e38\u306b\u7c21\u5358\u306b\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3092\u5909\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u672c\u683c\u7684\u306a\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u306a\u308b\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u50be\u5411\u306f\u3001\u5f7c\u3089\u304c\u72ec\u81ea\u306e\u30e2\u30c7\u30eb\u3084\u30d5\u30a1\u30f3\u30c9\u3092\u69cb\u7bc9\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u305d\u306e\u304a\u304b\u3052\u3067 CRM\u306f\u30a4\u30f3\u30b5\u30a4\u30c8\u3068\u5b8c\u5168\u306a\u6295\u8cc7\u5bb6\u3092\u53ce\u96c6\u3059\u308b<\/a> \u30d3\u30e5\u30fc\u3002.<\/p>\n\n\n\n

\u914d\u4fe1\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u3001\u3042\u306a\u305f\u306e\u9867\u5ba2\u306f\u30d6\u30e9\u30f3\u30c9\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u30a2\u30af\u30bb\u30b9\u3057\u307e\u3059\u3002\u3053\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u306f\u3001\u30d3\u30c7\u30aa\u3001\u30c1\u30fc\u30e0\u306e\u5199\u771f\u3001\u55b6\u696d\u8cac\u4efb\u8005\u306e\u30c0\u30a4\u30ec\u30af\u30c8\u30ab\u30ec\u30f3\u30c0\u30fc\u3001\u8ca1\u52d9\u8abf\u67fb\u3001\u9867\u5ba2\u306e\u53e3\u5ea7\u60c5\u5831\u306a\u3069\u3001\u8cb4\u793e\u72ec\u81ea\u306e\u6a5f\u80fd\u304c\u7528\u610f\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u306f\u3044\u3064\u3067\u3082\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u305f\u3081\u3001\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3068\u4fe1\u983c\u6027\u304c\u5411\u4e0a\u3057\u307e\u3059\u3002\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u30af\u30c3\u30ad\u30fc\u306f\u3001\u3042\u306a\u305f\u306e\u9867\u5ba2\u306e\u8a2a\u554f\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

\u6700\u5f8c\u306b\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u3048\u3070\u3001\u3042\u306a\u305f\u306e\u9867\u5ba2\u306f\u5b89\u5168\u306a2\u30b9\u30c6\u30c3\u30d7\u7f72\u540d\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u6295\u8cc7\u52e7\u8a98\u3092\u53d7\u3051\u5165\u308c\u308b\u304b\u62d2\u5426\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002. \u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0<\/a> \u3053\u308c\u3089\u306e\u30c8\u30d4\u30c3\u30af\u306b\u3064\u3044\u3066\u3001\u79c1\u305f\u3061\u306f\u559c\u3093\u3067\u30b3\u30e1\u30f3\u30c8\u3057\u305f\u3044\uff01<\/p>\n\n\n

\n
\"\u30d6\u30e9\u30c3\u30af\u30fb\u30a2\u30f3\u30c9\u30ed\u30a4\u30c9\u30fb\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\"<\/figure>\n<\/div>\n\n\n

\u6700\u65b0\u306e\u898f\u5236\u3067\u306f\u3001\u6d3b\u52d5\u306e\u53ef\u8996\u6027\u306f\u305d\u308c\u305e\u308c\u306e\u6240\u6709\u8005\u304c\u7f72\u540d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u30bb\u30fc\u30eb\u30b9\u304c\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u4e0a\u3067\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3067\u304d\u308b\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306f\u3001\u4eca\u3084\u5fc5\u9808\u6761\u4ef6\u3067\u3042\u308b\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u81ea\u5206\u306e\u8cc7\u7523\u306e\u597d\u307f\u306b\u57fa\u3065\u3044\u3066\u5e02\u5834\u30da\u30fc\u30b8\u3092\u691c\u7d22\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u5fa1\u793e\u306eEAM\u304c\u9577\u671f\u7684\u306a\u95a2\u4fc2\u3092\u7bc9\u304f\u305f\u3081\u306e\u5b8c\u74a7\u306a\u7d44\u307f\u5408\u308f\u305b\u3067\u3059\u3002.<\/p>\n\n\n\n

InvestGlass CRM\u306e\u30b7\u30f3\u30b0\u30eb\u30ec\u30b3\u30fc\u30c9\u30a2\u30af\u30bb\u30b9\u3067\u306f\u3001\u51fa\u5f35\u30ea\u30af\u30a8\u30b9\u30c8\u30e2\u30fc\u30c9\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u51fa\u5f35\u306e\u305f\u3081\u306b\u30aa\u30d5\u30a3\u30b9\u3092\u96e2\u308c\u308b\u969b\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u5236\u9650\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5f7c\u3089\u306f\u30b3\u30f3\u30c6\u30f3\u30c4\u30d9\u30fc\u30b9\u306e\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u57fa\u6e96\u306e\u307f\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u306e\u3053\u306e\u90e8\u5206\u306f\u4e0a\u7d1a\u8005\u5411\u3051\u3067\u3059\u304c\u3001\u4e00\u5ea6\u4f7f\u3044\u3053\u306a\u305b\u3070\u3001\u3042\u306a\u305f\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u6700\u65b0\u306e\u30de\u30eb\u30c1\u30fb\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3078\u3068\u5909\u8c8c\u3092\u9042\u3052\u308b\u3053\u3068\u3067\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n

\u9999\u6e2f\u304b\u3089\u30d1\u30ca\u30de\u307e\u3067\u3001\u305d\u3057\u3066\u30ed\u30f3\u30c9\u30f3\u3001\u30d1\u30ea\u3001\u30b9\u30a4\u30b9\u3067\u306e\u5f37\u529b\u306a\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u306b\u3088\u308a\u3001EAM\u30c1\u30fc\u30e0\u306e\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u5b8c\u5168\u3067\u5b89\u5168\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092InvestGlass\u3067\u898b\u3064\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"

Implementing an effective Customer Relationship Management (CRM) system is crucial for external asset management firms aiming to optimize marketing budgets and enhance client relationships.\u00a0Companies that invest in CRM systems can expect a substantial return on investment (ROI), with studies indicating an average ROI of $8.71 for every dollar spent. Moreover, businesses utilizing CRM systems have reported a 29% increase in sales productivity and a 42% improvement in sales forecasting accuracy, underscoring CRM’s critical role in strategically allocating marketing resources.Additionally, 74% of decision-makers have reported that CRM systems offer improved access to customer data, further enhancing business efficiency. In order to do so, there are some basic steps we recommend taking: […]<\/p>\n","protected":false},"author":1,"featured_media":29682,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[416],"class_list":["post-29681","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-asset-managers"],"yoast_head":"\nSetup your CRM for External Asset Managers<\/title>\n<meta name=\"description\" content=\"5 Step to Successfully Setup your CRM for External Asset Managers\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306ecrm\u30bb\u30c3\u30c8\u30a2\u30c3\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Steps to Successfully Setup your CRM for External Asset Managers\" \/>\n<meta property=\"og:description\" content=\"Implementing an effective Customer Relationship Management (CRM) system is\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306ecrm\u30bb\u30c3\u30c8\u30a2\u30c3\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-29T07:01:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-21T04:17:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/ftcwdzofzqo.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1068\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u57f7\u7b46\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data2\" content=\"6\u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306bCRM\u3092\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3059\u308b","description":"\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306bCRM\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3092\u6210\u529f\u3055\u305b\u308b5\u3064\u306e\u30b9\u30c6\u30c3\u30d7","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ja\/\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306ecrm\u30bb\u30c3\u30c8\u30a2\u30c3\/","og_locale":"ja_JP","og_type":"article","og_title":"5 Steps to Successfully Setup your CRM for External Asset Managers","og_description":"Implementing an effective Customer Relationship Management (CRM) system is","og_url":"https:\/\/www.investglass.com\/ja\/\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306ecrm\u30bb\u30c3\u30c8\u30a2\u30c3\/","og_site_name":"InvestGlass","article_published_time":"2021-05-29T07:01:29+00:00","article_modified_time":"2025-03-21T04:17:41+00:00","og_image":[{"width":1600,"height":1068,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/ftcwdzofzqo.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u57f7\u7b46\u8005":"InvestGlass","\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593":"6\u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"5 Steps to Successfully Setup your CRM for External Asset Managers","datePublished":"2021-05-29T07:01:29+00:00","dateModified":"2025-03-21T04:17:41+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/"},"wordCount":1159,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/ftcwdzofzqo.jpg","keywords":["CRM for asset managers"],"articleSection":["Article"],"inLanguage":"ja","copyrightYear":"2021","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ja\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/","url":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/","name":"\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306bCRM\u3092\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3059\u308b","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/ftcwdzofzqo.jpg","datePublished":"2021-05-29T07:01:29+00:00","dateModified":"2025-03-21T04:17:41+00:00","description":"\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306bCRM\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3092\u6210\u529f\u3055\u305b\u308b5\u3064\u306e\u30b9\u30c6\u30c3\u30d7","breadcrumb":{"@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#breadcrumb"},"inLanguage":"ja","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/"]}]},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/ftcwdzofzqo.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/ftcwdzofzqo.jpg","width":1600,"height":1068,"caption":"people having meeting on rectangular brown table"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"5 Steps to Successfully Setup your CRM for External Asset Managers"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","description":"\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ja"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","image":{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ja\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/29681","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/comments?post=29681"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/29681\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media\/29682"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media?parent=29681"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/categories?post=29681"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/tags?post=29681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}