{"id":30696,"date":"2021-08-11T17:50:27","date_gmt":"2021-08-11T15:50:27","guid":{"rendered":"https:\/\/www.investglass.com\/?p=30696"},"modified":"2026-03-10T14:33:50","modified_gmt":"2026-03-10T13:33:50","slug":"%e3%82%a4%e3%83%b3%e3%83%88%e3%82%b0%e3%83%a9%e3%82%b9-x-%e3%82%a8%e3%82%a2%e3%82%b3%e3%83%bc%e3%83%ab%e7%b5%b1%e5%90%88","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/investglass-x-aircall-integration\/","title":{"rendered":"Aircall\u3068InvestGlass\u3092\u7d71\u5408\u3059\u308b\u306b\u306f\uff1f"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-aircall-integration-overview\">Aircall\u7d71\u5408\u306e\u6982\u8981<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Aircall\u3068InvestGlass\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u3067\u901a\u8a71\u3068\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7ba1\u7406\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5408\u7406\u5316\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u7d71\u5408\u306b\u3088\u308b\u751f\u7523\u6027\u306e\u5411\u4e0a\u306b\u95a2\u3059\u308b\u5177\u4f53\u7684\u306a\u7d71\u8a08\u306f\u9650\u3089\u308c\u3066\u3044\u307e\u3059\u304c\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30c7\u30fc\u30bf\u7ba1\u7406\u3068\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u3067\u55b6\u696d\u751f\u7523\u6027\u3092\u6700\u592734%\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002  \u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u91d1\u878d\u62c5\u5f53\u8005\u306f\u901a\u8a71\u4e2d\u306b\u5305\u62ec\u7684\u306a\u9867\u5ba2\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u5bfe\u8a71\u3068\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u304c\u305d\u306e\u4ed5\u7d44\u307f\u3060\uff1a <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.\u9867\u5ba2\u3084\u898b\u8fbc\u307f\u5ba2\u3068\u306e\u5bfe\u8a71\u306b\u96c6\u4e2d\u3059\u308b &gt; \u81ea\u52d5\u7684\u306b\u30c7\u30fc\u30bf\u3092\u5165\u529b\u3059\u308b\u3053\u3068\u3067\u3001\u624b\u5165\u529b\u306e\u624b\u9593\u3092\u7701\u304f&nbsp;<strong>\u3059\u3079\u3066\u306e\u30a4\u30f3\u30d0\u30a6\u30f3\u30c9\u306e\u30ed\u30b0&nbsp;<\/strong>\u305d\u3057\u3066&nbsp;<strong>\u30a2\u30a6\u30c8\u30d0\u30a6\u30f3\u30c9\u30b3\u30fc\u30eb<\/strong>, \u3068\u540c\u69d8\u3067\u3042\u308b\u3002&nbsp;<strong>\u4e0d\u5728\u7740\u4fe1<\/strong>&nbsp;\u305d\u3057\u3066&nbsp;<strong>\u30dc\u30a4\u30b9\u30e1\u30fc\u30eb<\/strong>, \u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.\u904e\u53bb\u306e\u3084\u308a\u3068\u308a\u3092\u8a18\u9332\u3059\u308b &gt; \u3059\u3079\u3066\u306e\u30ed\u30b0\u3092\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3059\u308b&nbsp;<strong>\u30b3\u30fc\u30eb\u30ce\u30fc\u30c8\u3001\u30bf\u30b0,&nbsp;<\/strong>\u305d\u3057\u3066&nbsp;<strong>\u8a18\u9332<\/strong>&nbsp;\u3092\u9023\u7d61\u5148\u3001\u6848\u4ef6\u3001\u4f1a\u793e\u306b\u8ffd\u52a0\u3057\u307e\u3059\u3002\u3053\u306e\u60c5\u5831\u3092\u793e\u5185\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3084\u898b\u8fbc\u307f\u5ba2\u306e\u89e3\u6c7a\u306a\u3069\u306b\u6d3b\u7528\u3057\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.\u901a\u8a71\u30d6\u30ed\u30c3\u30af\u4e2d\u306e\u8cb4\u91cd\u306a\u6642\u9593\u3092\u7bc0\u7d04 &gt; \u96fb\u8a71\u756a\u53f7\u30ea\u30b9\u30c8\u3092Aircall\u306b\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3059\u308b\u3053\u3068\u3067\u3001\u4e00\u5b9a\u6642\u9593\u5185\u306e\u901a\u8a71\u6570\u3092\u5897\u3084\u3059&nbsp;<strong>\u30d1\u30ef\u30fc\u30c0\u30a4\u30e4\u30e9\u30fc<\/strong>&nbsp;\u3092\u81ea\u52d5\u7684\u306b\u547c\u3073\u51fa\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.\u9023\u7d61\u5148\u3078\u306e\u901a\u8a71\u306fInvestGlass\u304b\u3089\u306e\u307f\u53ef\u80fd &gt; Aircall\u306e\u6a5f\u80fd\u3092\u6d3b\u7528\u3057\u30011\u30af\u30ea\u30c3\u30af\u3067\u9023\u7d61\u5148\u3092\u7ba1\u7406\u3057\u3001\u96fb\u8a71\u756a\u53f7\u3092\u96fb\u8a71\u30a2\u30d7\u30ea\u306b\u5165\u529b\u3002&nbsp;<strong>\u30af\u30ea\u30c3\u30af\u30fb\u30c4\u30fc\u30fb\u30c0\u30a4\u30e4\u30eb<\/strong>&nbsp;\u6a5f\u80fd\u6027\u3002\u3082\u3046\u30da\u30fc\u30b8\u3092\u5207\u308a\u66ff\u3048\u308b\u5fc5\u8981\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.InvestGlass\u5185\u3067\u3059\u3079\u3066\u306e\u901a\u8a71\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u3092\u8ffd\u8de1 &gt; \u901a\u8a71\u6307\u6a19\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3044\u307e\u3059\u3002&nbsp;<strong>\u30cd\u30a4\u30c6\u30a3\u30d6<\/strong>&nbsp;<strong>\u30ec\u30dd\u30fc\u30c8<\/strong>&nbsp;InvestGlass\u306e\u7d71\u5408\u304c\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3055\u308c\u308b\u3068\u81ea\u52d5\u7684\u306b\u4f5c\u6210\u3055\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6.\u6570\u79d2\u3067\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u5b8c\u4e86&nbsp;<strong>4\u30af\u30ea\u30c3\u30af\u3067\u7d71\u5408\u3092\u8a2d\u5b9a<\/strong>&nbsp;\u3092\u6d3b\u7528\u3057\u3066\u3044\u308b\u3002&nbsp;<strong>\u30b3\u30f3\u30bf\u30af\u30c8\u30b7\u30f3\u30af<\/strong>&nbsp;\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u304b\u3089\u30a8\u30a2\u30b3\u30fc\u30eb\u3078<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7.\u30dd\u30b9\u30c8\u30b3\u30fc\u30eb\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u8cb4\u91cd\u306a\u6642\u9593\u3092\u7bc0\u7d04 &gt; Aircall\u306e\u30bf\u30b0\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u4ee5\u4e0b\u306e\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002&nbsp;<strong>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u7684\u306b\u30c8\u30ea\u30ac\u30fc<\/strong>&nbsp;\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8.Service &gt; Automatically\u3078\u306e\u30cd\u30a4\u30c6\u30a3\u30d6\u306a\u7d71\u5408\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u30c1\u30fc\u30e0\u3092\u7d50\u3073\u3064\u3051\u308b\u3002&nbsp;<strong>\u30c1\u30b1\u30c3\u30c8\u4f5c\u6210<\/strong>&nbsp;\u30c1\u30b1\u30c3\u30c8\u306e\u3059\u3079\u3066\u306e\u901a\u8a71\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u3092\u8a18\u9332\u3059\u308b<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg\" alt=\"\" class=\"wp-image-32677\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\u7d71\u5408\u306e\u30a2\u30a4\u30c7\u30a2 <\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass\u5185\u306e\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u96fb\u8a71\u30b7\u30b9\u30c6\u30e0 <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u96fb\u8a71\u306f\u9867\u5ba2\u3084\u898b\u8fbc\u307f\u5ba2\u3068\u5bfe\u8a71\u3059\u308b\u6700\u826f\u306e\u65b9\u6cd5\u3067\u3059\u3002Aircall\u306f\u6b21\u4e16\u4ee3\u96fb\u8a71\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u30b2\u30fc\u30e0\u3092\u5909\u3048\u307e\u3059\u3002Aircall\u3068InvestGlass\u3092\u4e00\u7dd2\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u30b5\u30dd\u30fc\u30c8\u30c1\u30fc\u30e0\u3084\u55b6\u696d\u30c1\u30fc\u30e0\u304c\u30b3\u30fc\u30eb\u30d5\u30ed\u30fc\u3092\u7ba1\u7406\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-sales\">\u30a8\u30a2\u30b3\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9023\u7d61\u5148\u3001\u53d6\u5f15\u5148\u3001\u4f1a\u793e\u306b\u3059\u3079\u3066\u306e\u901a\u8a71\u3092\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3002\u901a\u8a71\u9332\u97f3\u3001\u30e1\u30e2\u3001\u30bf\u30b0\u3092\u8a18\u9332\u3057\u3001Aircall \u306e\u30af\u30ea\u30c3\u30af\u30c8\u30a5\u30c0\u30a4\u30e4\u30eb\u3068\u30d1\u30ef\u30fc\u30c0\u30a4\u30e4\u30e9\u30fc\u3092\u6d3b\u7528\u3057\u3066\u52b9\u7387\u3092\u6700\u5927\u5316\u3057\u307e\u3059\u3002Aircall\u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u30ab\u30fc\u30c9\u3092\u4f7f\u7528\u3057\u3066\u3059\u3079\u3066\u306e\u30a4\u30f3\u30d0\u30a6\u30f3\u30c9\u30ea\u30fc\u30c9\u3092\u8b58\u5225\u3057\u30011\u30af\u30ea\u30c3\u30af\u3067\u30b3\u30f3\u30bf\u30af\u30c8\u30da\u30fc\u30b8\u3092\u5f15\u304d\u51fa\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-service\">\u3088\u308a\u826f\u3044\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306e\u30a8\u30a2\u30b3\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u7684\u306b\u30c1\u30b1\u30c3\u30c8\u3092\u4f5c\u6210\u3057\u3001\u3059\u3079\u3066\u306e\u901a\u8a71\u3092\u8a18\u9332\u3057\u3001\u901a\u8a71\u7d50\u679c\u3001\u30e1\u30e2\u3001\u30bf\u30b0\u3001\u9332\u97f3\u3092\u8ffd\u8de1\u3057\u307e\u3059\u3002Aircall \u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u30ab\u30fc\u30c9\u3092\u4f7f\u7528\u3057\u3066\u767a\u4fe1\u8005\u3092\u7279\u5b9a\u3057\u3001\u901a\u8a71\u306b\u5fdc\u7b54\u3059\u308b\u524d\u306b\u4ee5\u524d\u306e\u3084\u308a\u53d6\u308a\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30c8\u30ea\u30ac\u30fc\u3057\u3066\u901a\u8a71\u5f8c\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-marketing\">\u3088\u308a\u826f\u3044\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306e\u30a8\u30a2\u30b3\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u5206\u306e\u80fd\u529b\u3092\u9ad8\u3081\u308b <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"645\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> Aircall for InvestGlass\u3092\u4f7f\u7528\u3057\u305f\u96fb\u8a71\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306eROI\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Aircall\u3068\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u5c02\u9580\u5bb6\u5411\u3051CRM\u3067\u3042\u308bInvestGlass\u3068\u306e\u65b0\u3057\u3044\u7d71\u5408\u306b\u3088\u308a\u3001\u91d1\u878d\u5c02\u9580\u5bb6\u306f\u9867\u5ba2\u3084\u898b\u8fbc\u307f\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u3088\u308a\u7c21\u5358\u306b\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001Aircall\u30e6\u30fc\u30b6\u30fc\u306fAircall\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u304b\u3089\u4e3b\u8981\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u3001InvestGlass\u306b\u3059\u3079\u3066\u306e\u901a\u8a71\u3068\u30b3\u30f3\u30bf\u30af\u30c8\u3092\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306f\u3001\u91d1\u878d\u5c02\u9580\u5bb6\u304c\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u7b87\u6240\u3067\u7c21\u5358\u306b\u8ffd\u8de1\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3001\u4e00\u5b9a\u671f\u9593\u5185\u306e\u901a\u8a71\u6570\u3092\u5897\u3084\u3059\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Aircall Integration Overview \u200bIntegrating Aircall with InvestGlass streamlines communication by managing calls and customer interactions within a single platform.\u00a0While specific statistics on productivity gains from such integrations are limited, CRM systems have been shown to improve sales productivity by up to 34% through enhanced data management and process automation.\u00a0\u00a0This integration enables financial professionals to access comprehensive customer information during calls, leading to more personalized interactions and improved customer experiences.\u200b This is how it works : 1. Focus on Interacting with your Customers and Prospects &gt; Eliminate all manual data entry by automatically&nbsp;logging all inbound&nbsp;and&nbsp;outbound calls, as well as&nbsp;missed calls&nbsp;and&nbsp;voicemails, into InvestGlass 2. Keep track of previous interactions &gt; Automatically log [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":30697,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[290],"class_list":["post-30696","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-aircall-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to integrate Aircall with InvestGlass? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Aircall is a cloud-based phone system for businesses, and you can connect it with InvestGlass, the Swiss CRM for financial professionals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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