{"id":41865,"date":"2024-11-04T09:00:00","date_gmt":"2024-11-04T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=41865"},"modified":"2025-03-21T09:16:26","modified_gmt":"2025-03-21T08:16:26","slug":"%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab%e3%81%a8crm%e3%82%92%e7%b5%b1%e5%90%88%e3%81%97%e3%81%a6%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9%e3%82%92%e6%88%90%e5%8a%9f%e3%81%ab%e5%b0%8e%e3%81%8f%e3%83%88","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/top-strategies-for-integrating-portals-with-crm-for-business-success\/","title":{"rendered":"\u30dd\u30fc\u30bf\u30eb\u3068CRM\u3092\u7d71\u5408\u3057\u3066\u30d3\u30b8\u30cd\u30b9\u3092\u6210\u529f\u306b\u5c0e\u304f\u30c8\u30c3\u30d7\u6226\u7565"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u30b7\u30b9\u30c6\u30e0\u3068\u30dd\u30fc\u30bf\u30eb\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u306f\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u5f37\u5316\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u306f,\u00a0<a href=\"https:\/\/www.freshworks.com\/theworks\/insights\/crm-statistics\/\"><strong>\u4f01\u696d\u306e73%<\/strong>\u00a0<\/a>2024\u5e74\u306e\u6642\u70b9\u3067CRM\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3042\u308b\u3002\u00a0<strong>94%<\/strong>\u00a0\u306e\u30cf\u30a4\u30c6\u30af\u4f01\u696d\u306f\u3001\u55b6\u696d\u52b9\u7387\u3092\u9ad8\u3081\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6539\u5584\u3059\u308b\u305f\u3081\u306b\u3053\u308c\u3089\u3092\u6d3b\u7528\u3057\u3066\u3044\u308b\u3002  \u3053\u306e\u7d71\u5408\u306f\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u7ba1\u7406\u306b\u3064\u306a\u304c\u308b\u3001, <a href=\"https:\/\/zaazaturf.org\/the-benefits-of-integrating-property-portals-with-your-crm-platform\/\">\u91cd\u8907\u3068\u30a8\u30e9\u30fc\u306e\u524a\u6e1b<\/a>, \u307e\u305f\u3001\u3059\u3079\u3066\u306e\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u304c\u6b63\u78ba\u306a\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001CRM\u3092\u4f7f\u7528\u3059\u308b\u4f01\u696d\u306f\u00a0<a href=\"https:\/\/www.freshworks.com\/theworks\/insights\/crm-statistics\/\"><strong>86%\u306e\u53ef\u80fd\u6027\u304c\u9ad8\u3044<\/strong>\u00a0<\/a>\u306e\u65b9\u304c\u3001\u305d\u3046\u3067\u306a\u3044\u3082\u306e\u3088\u308a\u3082\u8ca9\u58f2\u76ee\u6a19\u3092\u4e0a\u56de\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002  \u7d71\u5408\u306e\u969b\u306b\u8003\u616e\u3059\u3079\u304d\u4e3b\u306a\u6a5f\u80fd\u306b\u306f\u3001\u30c7\u30fc\u30bf\u306e\u540c\u671f\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30ea\u30fc\u30c9\u80b2\u6210\u6a5f\u80fd\u306e\u5f37\u5316\u306a\u3069\u304c\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u7d71\u5408\u3092\u52b9\u679c\u7684\u306b\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3067\u3001\u751f\u7523\u6027\u3068\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002<a href=\"https:\/\/www.freshworks.com\/theworks\/insights\/crm-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\u8981\u70b9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3068CRM\u30b7\u30b9\u30c6\u30e0\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5f37\u5316\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u3092\u5411\u4e0a\u3055\u305b\u3001\u30c7\u30fc\u30bf\u7d71\u5408\u3092\u5bb9\u6613\u306b\u3057\u3001\u4fe1\u983c\u3068\u52b9\u7387\u3092\u4fc3\u9032\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%aa%e6%9d%a5%e3%81%ae%e9%8a%80%e8%a1%8c-5%e3%81%a4%e3%81%ae%e3%83%88%e3%83%ac%e3%83%b3%e3%83%89%e3%82%92%e8%bf%bd%e3%81%86\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4442\">\u6210\u529f\u3059\u308bCRM\u30dd\u30fc\u30bf\u30eb\u306e\u4e3b\u306a\u7279\u5fb4\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<\/a> \u30a2\u30af\u30bb\u30b9\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u7d71\u5408\u6a5f\u80fd\u306b\u3088\u308a\u3001\u7279\u5b9a\u306e\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u7d71\u5408\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u3001\u4f01\u696d\u306f\u660e\u78ba\u306a\u76ee\u6a19\u3092\u5b9a\u3081\u3001\u9069\u5207\u306aCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u63a1\u7528\u3092\u4fc3\u9032\u3057\u3001\u5229\u76ca\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306b\u5fb9\u5e95\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-crm-and-customer-portals\">CRM\u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30dd\u30fc\u30bf\u30eb\u3092\u7406\u89e3\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e4%b8%8d%e5%8b%95%e7%94%a3%e6%8a%95%e8%b3%87%e5%ae%b6%e5%90%91%e3%81%91crc\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4462\">CRM\u306f\u3001\u4f01\u696d\u306e\u4eba\u9593\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3067\u3042\u308b\u3002<\/a> \u3068\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u30d3\u30b8\u30cd\u30b9\u304c\u9867\u5ba2\u3068\u306e\u3064\u306a\u304c\u308a\u3092\u7dad\u6301\u3057\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%a4%e3%83%b3%e3%82%b7%e3%83%87%e3%83%b3%e3%83%88%e7%ae%a1%e7%90%86%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%ae%e5%8a%b9%e6%9e%9c%e7%9a%84%e3%81%aa%e5%b0%8e%e5%85%a5%e6%96%b9%e6%b3%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4448\">\u52b9\u679c\u7684\u306a\u7ba1\u7406\u306b\u3088\u3063\u3066\u53ce\u76ca\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b<\/a> \u9867\u5ba2\u3068\u306e\u5bfe\u8a71\u3068\u30c7\u30fc\u30bf\u3092\u901a\u3057\u3066 <a href=\"https:\/\/www.investglass.com\/ja\/crm%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0%e3%81%ae%e4%b8%8a%e6%89%8b%e3%81%aa%e4%bd%bf%e3%81%84%e6%96%b9\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4443\">CRM\u30b7\u30b9\u30c6\u30e0<\/a>, \u4f01\u696d\u306f\u9867\u5ba2\u7dad\u6301\u3092\u5f37\u5316\u3057\u3001\u58f2\u4e0a\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306e\u4e2d\u5fc3\u3068\u306a\u308b\u306e\u306f <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%a9%e3%83%9c%e3%83%ac%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%83%bb%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4415\">CRM\u30ab\u30b9\u30bf\u30de\u30fc\u30dd\u30fc\u30bf\u30eb<\/a>, \u9867\u5ba2\u3068\u306e\u4ea4\u6d41\u3092\u4fc3\u9032\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3002\u3053\u308c\u3089\u306e\u30dd\u30fc\u30bf\u30eb\u306b\u3088\u3063\u3066\u3001\u9867\u5ba2\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3055\u307e\u3056\u307e\u306a\u30b5\u30fc\u30d3\u30b9\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e5%87%ba%e5%bc%b5%e7%94%b3%e8%ab%8b%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%82%92%e8%87%aa%e5%8b%95%e5%8c%96%e3%81%99%e3%82%8b%e6%96%b9%e6%b3%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4444\">\u30a2\u30ab\u30a6\u30f3\u30c8\u8a73\u7d30\u306e\u7ba1\u7406\u3068\u30b5\u30fc\u30d3\u30b9\u30ea\u30af\u30a8\u30b9\u30c8\u306e\u63d0\u51fa<\/a>, \u3053\u308c\u306b\u3088\u308a\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u304c\u6539\u5584\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684 <a href=\"https:\/\/www.investglass.com\/ja\/crm%e3%81%ae%e5%b0%8e%e5%85%a5%e3%82%92%e6%88%90%e5%8a%9f%e3%81%95%e3%81%9b%e3%82%8b%e3%81%ab%e3%81%af\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2812\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u7d71\u5408\u3068\u9867\u5ba2\u306b\u5927\u304d\u304f\u4f9d\u5b58\u3057\u3066\u3044\u308b\u3002<\/a> \u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u4e3b\u306a\u6a5f\u80fd\u306f\u3001\u3059\u3050\u306b\u5229\u7528\u3067\u304d\u308b\u30b5\u30dd\u30fc\u30c8\u3001\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306e\u66f4\u65b0\u3001\u4fbf\u5229\u306a\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u3053\u3068\u3067\u3059\u3002\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30bf\u30b9\u30af\u3092\u6574\u7406\u3057\u3001\u793e\u5185\u306e\u4f1a\u8a71\u306b\u3064\u3044\u3066\u9867\u5ba2\u306b\u60c5\u5831\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u306e\u306b\u7279\u306b\u52b9\u679c\u7684\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30dd\u30fc\u30bf\u30eb\u3092CRM\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u5b89\u5168\u304b\u3064\u52b9\u7387\u7684\u306a\u4ea4\u63db\u304c\u4fdd\u8a3c\u3055\u308c\u3001\u4f01\u696d\u3068\u9867\u5ba2\u3068\u306e\u9593\u306e\u4fe1\u983c\u3068\u900f\u660e\u6027\u304c\u3055\u3089\u306b\u5f37\u56fa\u306a\u3082\u306e\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-integrating-portals-with-crm\">\u30dd\u30fc\u30bf\u30eb\u3068CRM\u3092\u7d71\u5408\u3059\u308b\u30e1\u30ea\u30c3\u30c8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e5%be%93%e6%a5%ad%e5%93%a1%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4445\">\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u7d71\u5408<\/a> CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5927\u5e45\u306b\u5f37\u5316\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u306a\u3069\u3001\u591a\u304f\u306e\u30e1\u30ea\u30c3\u30c8\u304c\u5f97\u3089\u308c\u307e\u3059\u3002\u8907\u6570\u306e\u6a5f\u80fd\u3092\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u30c4\u30fc\u30eb\u306e\u75b2\u52b4\u3092\u8efd\u6e1b\u3057\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/ai%e5%85%88%e9%80%b2%e9%a1%a7%e5%ae%a2%e8%a1%8c%e5%8b%95%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2813\">\u9867\u5ba2\u884c\u52d5<\/a> \u3068\u55dc\u597d\u3092\u7d71\u5408\u3059\u308b\u3002\u3053\u306e\u7d71\u5408\u306f\u3001\u73fe\u4ee3\u306e\u30d3\u30b8\u30cd\u30b9\u6226\u7565\u306b\u4e0d\u53ef\u6b20\u306a\u8981\u7d20\u3067\u3042\u308b\u900f\u660e\u6027\u3068\u4fe1\u983c\u6027\u3092\u4fc3\u9032\u3059\u308b\u3002\u3055\u3089\u306b\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30fc\u30bf\u7d71\u5408\u3092\u4fc3\u9032\u3057\u3001\u5805\u7262\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e3%83%89%e3%83%a9%e3%83%95%e3%83%883\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4455\">\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8<\/a>, \u305d\u306e\u4fa1\u5024\u3092\u3055\u3089\u306b\u9ad8\u3081\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhanced-customer-engagement\">\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u5f37\u5316<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-1024x701.png\" alt=\"InvestGlass\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\" class=\"wp-image-40525\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u4e00\u5143\u5316\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3057\u3001\u5168\u4f53\u7684\u306a\u9867\u5ba2\u4f53\u9a13\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u308b\u3002\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30b5\u30dd\u30fc\u30c8\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%a1%a7%e5%ae%a2%e3%82%a8%e3%83%b3%e3%82%b2%e3%83%bc%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e5%bc%b7%e5%8c%96%e3%81%ab%e4%b8%8d%e5%8f%af%e6%ac%a0%e3%81%aacrm%e6%88%a6%e7%95%a57%e3%81%a4%e3%81%ae\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4421\">CRM\u306b\u3088\u308b\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u5f37\u5316<\/a> \u30dd\u30fc\u30bf\u30ebCRM <a href=\"https:\/\/www.investglass.com\/ja\/%e6%96%b0%e3%81%97%e3%81%84investglass%e6%89%bf%e8%aa%8d%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%83%84%e3%83%bc%e3%83%ab%e3%81%a7%e3%83%af%e3%83%bc%e3%82%af%e3%83%95%e3%83%ad%e3%83%bc%e3%82%92%e5%90%88\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4422\">\u30ab\u30b9\u30bf\u30de\u30fc\u30dd\u30fc\u30bf\u30eb\u306f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u52b9\u7387\u5316<\/a> \u306f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a4\u30f3\u30bf\u30e9\u30af\u30c6\u30a3\u30d6\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u901a\u3058\u3066\u9867\u5ba2\u306b\u529b\u3092\u4e0e\u3048\u307e\u3059\u3002InvestGlass\u306f\u3001\u91d1\u878d\u306e\u5c02\u9580\u5bb6\u304c\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3001\u305d\u306e\u7d50\u679c\u3001\u3088\u308a\u9ad8\u3044\u5229\u76ca\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%bb%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%82%92%e5%8a%b9%e7%8e%87%e7%9a%84%e3%81%ab%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2814\">\u9280\u884c\u306e\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u6539\u5584<\/a>. .AI\u306e\u7d71\u5408\u306a\u3069\u3001CRM\u306e\u65b0\u305f\u306a\u30c8\u30ec\u30f3\u30c9\u306f\u3055\u3089\u306b\u5f37\u5316\u3055\u308c\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/investglass%e3%81%aecrm%e3%81%a7%e9%8a%80%e8%a1%8c%e6%a5%ad%e5%8b%99%e3%81%ae%e9%a1%a7%e5%ae%a2%e4%bd%93%e9%a8%93%e3%82%92%e5%90%91%e4%b8%8a%e3%81%95%e3%81%9b%e3%82%8b%e5%8c%85%e6%8b%ac%e7%9a%84\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4430\">\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u81ea\u52d5\u5316\u3057\u3001\u696d\u52d9\u52b9\u7387\u3092\u6539\u5584\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u4f53\u9a13\u3068\u696d\u52d9\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002<\/a> \u5fdc\u7b54\u6642\u9593.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30b5\u30dd\u30fc\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u306b\u4e0d\u53ef\u6b20 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%ab%e3%82%b9%e3%82%bf%e3%83%9e%e3%83%bc%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2815\">\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9<\/a> \u305d\u3057\u3066\u30e6\u30fc\u30b6\u30fc\u306b\u529b\u3092\u4e0e\u3048\u307e\u3059\u3002\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30b5\u30dd\u30fc\u30c8\u4f53\u9a13\u3068\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%a1%a7%e5%ae%a2%e3%81%a8%e3%81%ae%e5%af%be%e8%a9%b1%e3%81%ab%e9%9d%a9%e5%91%bd%e3%82%92%e3%82%82%e3%81%9f%e3%82%89%e3%81%99%e9%a1%a7%e5%ae%a2%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%81%aeai\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4449\">\u9867\u5ba2\u5bfe\u5fdc<\/a>, \u30e2\u30d0\u30a4\u30eb CRM \u30b7\u30b9\u30c6\u30e0\u306f\u3001\u9867\u5ba2\u306e\u671f\u5f85\u306b\u5fdc\u3048\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u30e2\u30d0\u30a4\u30eb CRM \u30b7\u30b9\u30c6\u30e0\u306b\u3088\u3063\u3066\u751f\u7523\u6027\u304c\u7d04 14.6% \u5411\u4e0a\u3059\u308b\u3068\u5831\u544a\u3055\u308c\u3066\u304a\u308a\u3001\u5f93\u696d\u54e1\u306e\u751f\u7523\u6027\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u3001\u30b5\u30dd\u30fc\u30c8\u8981\u6c42\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306e\u30ea\u30e2\u30fc\u30c8\u30a2\u30af\u30bb\u30b9\u306e\u91cd\u8981\u6027\u304c\u5f37\u8abf\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-streamlined-business-processes\">\u5408\u7406\u5316\u3055\u308c\u305f\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d41\u7dda\u578b <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%aa%e3%83%9a%e3%83%ac%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a3%e3%83%bc%e3%81%8c%e4%bb%8a%e6%97%a5%e3%81%8b%e3%82%89%e4%bd%bf%e3%81%88%e3%82%8b5%e3%81%a4\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4434\">\u696d\u52d9\u52b9\u7387\u3092\u9ad8\u3081\u308b\u306b\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b<\/a> \u3068\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5f37\u5316\u3059\u308b\u3002\u30c7\u30fc\u30bf\u7d71\u5408\u306f\u4ee5\u4e0b\u306e\u70b9\u3067\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%ad%e3%83%9c%e3%83%86%e3%82%a3%e3%83%83%e3%82%af%e3%83%bb%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%83%bb%e3%82%aa%e3%83%bc%e3%83%88%e3%83%a1%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3-rpa%e3%81%8c\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4426\">CRM\u306b\u3088\u308b\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316<\/a> \u30dd\u30fc\u30bf\u30eb\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u60c5\u5831\u306e\u6d41\u308c\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u53cd\u5fa9\u4f5c\u696d\u3092\u81ea\u52d5\u5316\u3057\u3001\u4f01\u696d\u306e\u52b9\u7387\u6027\u3068\u751f\u7523\u6027\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u7ba1\u7406\u696d\u52d9\u306b\u8cbb\u3084\u3059\u6642\u9593\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3057\u3001\u4f01\u696d\u306f\u3088\u308a\u6226\u7565\u7684\u306a\u6d3b\u52d5\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002. <a href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4419\">InvestGlass\u306e\u81ea\u52d5\u5316<\/a> \u53cd\u5fa9\u7684\u306a\u4f5c\u696d\u306b\u3088\u308a\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u52b9\u7387\u3092\u9ad8\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e4%ba%ba%e5%b7%a5%e7%9f%a5%e8%83%bd%e3%81%ae%e4%b8%96%e7%95%8c%e3%82%92%e6%8e%a2%e6%b1%82%e3%81%99%e3%82%8bai%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%ef%bc%9f\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4416\">\u4eba\u5de5\u77e5\u80fd<\/a> \u306f\u3001\u30eb\u30fc\u30c1\u30f3\u30fb\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3057\u3001\u9867\u5ba2\u3068\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5909\u9769\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u308b\u3002\u4f8b\u3048\u3070\u3001InvestGlass\u793e\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u6539\u5584\u3057\u305f\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e5%90%91%e3%81%91%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%81%ae%e7%a9%b6%e6%a5%b5%e3%82%ac%e3%82%a4\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2816\">\u9280\u884c\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9<\/a>, \u6b63\u78ba\u6027\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u9ad8\u3081\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u81ea\u52d5\u5316\u306b\u3088\u3063\u3066\u30c7\u30fc\u30bf\u53ce\u96c6\u3092\u5408\u7406\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u3088\u308a\u591a\u304f\u306e\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u5c06\u6765\u306e\u30d3\u30b8\u30cd\u30b9\u6210\u9577\u306b\u5411\u3051\u305f\u62e1\u5f35\u6027\u306e\u9ad8\u3044\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-improved-data-consistency\">\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u306e\u5411\u4e0a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a5f\u68b0\u5b66\u7fd2\u306b\u3088\u3063\u3066 <a href=\"https:\/\/www.investglass.com\/ja\/cdp%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%e3%82%92%e7%90%86%e8%a7%a3%e3%81%99%e3%82%8b-%e9%a1%a7%e5%ae%a2%e3%83%87%e3%83%bc%e3%82%bf%e3%83%bb%e3%83%97%e3%83%a9%e3%83%83%e3%83%88%e3%83%95%e3%82%a9\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2817\">\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308bCRM\u30b7\u30b9\u30c6\u30e0<\/a> \u3068\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u6539\u5584\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u30a4\u30f3\u30b5\u30a4\u30c8\u3068\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\u30c7\u30fc\u30bf\u7d71\u5408\u306f\u3001\u69d8\u3005\u306a\u30bd\u30fc\u30b9\u304b\u3089\u306e\u60c5\u5831\u304c\u7d71\u4e00\u3055\u308c\u6b63\u78ba\u3067\u3042\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u306e\u5411\u4e0a\u306b\u8ca2\u732e\u3059\u308b\u3002AI\u306b\u306f\u6b21\u306e\u3088\u3046\u306a\u52b9\u679c\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e6%a9%9f%e9%96%a2%e3%81%af%e3%83%93%e3%83%83%e3%82%b0%e3%83%87%e3%83%bc%e3%82%bf%e3%81%a7%e3%81%a9%e3%81%ae%e3%82%88%e3%81%86%e3%81%ab%e3%82%af%e3%83%ac%e3%83%bc%e3%83%a0%e3%82%92\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4435\">\u30c7\u30fc\u30bf\u306e\u81ea\u52d5\u5316\u306b\u3088\u308bCRM\u306e\u5909\u9769<\/a> \u5206\u6790\u3001\u9867\u5ba2\u6d1e\u5bdf\u529b\u306e\u5411\u4e0a\u3001\u500b\u4eba\u306e\u55dc\u597d\u306b\u57fa\u3065\u3044\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u5316\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f8b\u3048\u3070\u3001CRM\u30dd\u30fc\u30bf\u30eb\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u3042\u308be\u30b3\u30de\u30fc\u30b9\u4f01\u696d\u306f\u9867\u5ba2\u306e\u884c\u52d5\u3092\u5206\u6790\u3057\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u308a\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002 <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=\"4465\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u9593\u3067\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u306f\u3001\u6b63\u78ba\u306a\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3068\u3088\u308a\u826f\u3044\u610f\u601d\u6c7a\u5b9a\u80fd\u529b\u306e\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-to-look-for-in-crm-customer-portals\">CRM\u30ab\u30b9\u30bf\u30de\u30fc\u30dd\u30fc\u30bf\u30eb\u306b\u6c42\u3081\u3089\u308c\u308b\u4e3b\u306a\u6a5f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ad\u30fc <a href=\"https:\/\/www.investglass.com\/ja\/%e5%be%93%e6%a5%ad%e5%93%a1%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab%e3%81%8c%e5%90%ab%e3%82%80%e3%81%b9%e3%81%8d%e8%a8%80%e8%91%89%e3%81%ae%e3%82%ac%e3%82%a4%e3%83%89\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4446\">CRM\u306e\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306b\u6c42\u3081\u3089\u308c\u308b\u6a5f\u80fd\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3042\u308b\u3002<\/a> \u30bb\u30ad\u30e5\u30a2\u306a\u30a2\u30af\u30bb\u30b9\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u7d71\u5408\u6a5f\u80fd\u306b\u3088\u308a\u3001\u305d\u306e\u5229\u70b9\u3092\u30d5\u30eb\u306b\u6d3b\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3055\u3089\u306b\u3001\u30c7\u30fc\u30bf\u7d71\u5408\u3068 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%ab%e3%82%b9%e3%82%bf%e3%83%9e-%e3%82%b5%e3%83%9d%e3%83%bc%e3%83%88%e3%81%ab%e3%83%a9%e3%82%a4%e3%83%96-%e3%83%81%e3%83%a3%e3%83%83%e3%83%88%e3%82%92%e5%ae%9f%e8%a3%85%e3%81%99%e3%82%8b%e6%96%b9\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4432\">\u9867\u5ba2\u30b5\u30dd\u30fc\u30c8\u306f\u4e0d\u53ef\u6b20\u306a\u6a5f\u80fd<\/a> \u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306f\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u3001\u30dd\u30fc\u30bf\u30eb\u304c\u7279\u5b9a\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3068\u30cb\u30fc\u30ba\u306b\u5408\u81f4\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-secure-access-and-data-protection\">\u5b89\u5168\u306a\u30a2\u30af\u30bb\u30b9\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/06\/8iypumbarzo-1024x683.jpg\" alt=\"\u30b9\u30a4\u30b9\" class=\"wp-image-37207\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/06\/8iypumbarzo-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/06\/8iypumbarzo-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/06\/8iypumbarzo-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/06\/8iypumbarzo-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/06\/8iypumbarzo.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30b9\u30a4\u30b9<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u4fdd\u8a3c <a href=\"https:\/\/www.investglass.com\/ja\/2024%e5%b9%b4%e3%81%ae%e3%83%87%e3%83%bc%e3%82%bf%e3%83%bb%e3%82%bd%e3%83%96%e3%83%aa%e3%83%b3%e3%81%ab%e9%96%a2%e3%81%99%e3%82%8b%e3%83%88%e3%83%83%e3%83%97%e3%83%bb%e3%83%95%e3%83%a5%e3%83%bc\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4417\">\u30c7\u30fc\u30bf\u4e3b\u6a29<\/a> \u306f\u3001\u30b9\u30a4\u30b9\u306e\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3092\u9075\u5b88\u3057\u3001\u30b9\u30a4\u30b9\u3067\u9867\u5ba2\u60c5\u5831\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306f\u3001\u6a5f\u5bc6\u60c5\u5831\u3092\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306e\u4fe1\u983c\u3067\u304d\u308b\u67a0\u7d44\u307f\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%81%8a%e5%ae%a2%e6%a7%98\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2818\">InvestGlass\u5185\u306e\u9867\u5ba2\u60c5\u5831<\/a>. .\u3055\u3089\u306b\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5b89\u5168\u306a\u30b9\u30a4\u30b9\u306e\u30b5\u30fc\u30d0\u30fc\u307e\u305f\u306f\u9280\u884c\u81ea\u8eab\u306e\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306e\u3044\u305a\u308c\u304b\u3067\u30db\u30b9\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3001, <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%83%bc%e3%82%bf%e4%b8%bb%e6%a8%a9%e3%81%a8%e3%82%b5%e3%82%a4%e3%83%90%e3%83%bc%e3%82%bb%e3%82%ad%e3%83%a5%e3%83%aa%e3%83%86%e3%82%a3-%e9%87%8d%e8%a6%81%e3%81%aa%e6%b4%9e%e5%af%9f%e3%81%a8\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4423\">\u5f37\u56fa\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u3068\u73fe\u5730\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b<\/a> \u306e\u898f\u5236\u304c\u3042\u308b\u3002\u307e\u305f\u3001\u6a29\u9650\u306e\u3042\u308b\u62c5\u5f53\u8005\u3060\u3051\u304c\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u60c5\u5831\u3092\u95b2\u89a7\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u306b\u306f\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002. <a href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e3%83%87%e3%83%bc%e3%82%bf%e3%82%a2%e3%82%af%e3%82%bb%e3%82%b9%e3%83%95%e3%83%ac%e3%83%bc%e3%83%a0%e3%83%af%e3%83%bc%e3%82%af%e8%a6%8f%e5%88%b6%e3%81%ae%e7%90%86%e8%a7%a3\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4436\">\u30c7\u30fc\u30bf\u7d71\u5408\u306f\u3001\u5b89\u5168\u306a\u30a2\u30af\u30bb\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3002<\/a> \u305d\u3057\u3066\u30c7\u30fc\u30bf\u4fdd\u8b77\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u306f\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u8b77\u3057\u3001\u5f37\u56fa\u306a\u95a2\u4fc2\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u9867\u5ba2\u9593\u306e\u4fe1\u983c\u3068\u4fe1\u7528\u3092\u91b8\u6210\u3059\u308b\u3002. <a href=\"https:\/\/www.investglass.com\/ja\/%e5%ae%89%e5%85%a8%e3%81%aa%e3%83%95%e3%82%a1%e3%82%a4%e3%83%ab%e4%ba%a4%e6%8f%9b%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%88%e3%83%83%e3%83%97%e5%85%b1%e6%9c%89%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4427\">\u30d5\u30a1\u30a4\u30eb\u306e\u5b89\u5168\u306a\u5171\u6709<\/a> \u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u306f\u3001\u4e00\u6d41\u306e\u30b5\u30dd\u30fc\u30c8\u30fb\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u8981\u7d20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-customization-options\">\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u30dd\u30fc\u30bf\u30eb\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6a5f\u80fd\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u7279\u5b9a\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3001 \u30e6\u30fc\u30b6\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3068\u306e\u6574\u5408\u6027\u3092\u5927\u5e45\u306b\u6539\u5584\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u9593\u306e\u89aa\u3057\u307f\u3084\u3059\u3055\u3068\u5feb\u9069\u3055\u3092\u4fc3\u9032\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30b5\u30dd\u30fc\u30c8\u6a5f\u80fd\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3067\u304d\u308b\u305f\u3081\u3001\u9867\u5ba2\u30b5\u30dd\u30fc\u30c8\u306e\u5f37\u5316\u306b\u3082\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u914d\u8272\u3001\u30b5\u30a4\u30c8\u30ed\u30b4\u3001\u8a00\u8a9e\u3001\u900f\u304b\u3057\u753b\u50cf\u306a\u3069\u306e\u8981\u7d20\u3092\u542b\u3080\u3001\u5b8c\u5168\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u306f\u3001\u30dd\u30fc\u30bf\u30eb\u304c\u4f01\u696d\u306e\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3092\u53cd\u6620\u3057\u3001\u72ec\u81ea\u306e\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integration-capabilities\">\u7d71\u5408\u80fd\u529b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u5408\u80fd\u529b\u306f\u3001\u4ee5\u4e0b\u306e\u70b9\u3067\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9%e3%83%bb%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%ae%e6%9c%80%e9%81%a9%e5%8c%96%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8berp%e3%81%ae%e5%bd%b9%e5%89%b2%e3%82%92\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4424\">\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u6700\u9069\u5316<\/a> 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class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001CRM\u30dd\u30fc\u30bf\u30eb\u3068\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u306b\u3088\u308a\u3001\u4ee5\u4e0b\u306e\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e8%bf%94%e9%87%91%e3%82%b5%e3%83%9d%e3%83%bc%e3%83%88%e7%94%a8%e3%82%ab%e3%82%b9%e3%82%bf%e3%83%9e%e3%83%bc%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9e%e3%83%a1%e3%83%bc%e3%83%ab%e3%83%86%e3%83%b3%e3%83%97\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4437\">\u30b5\u30dd\u30fc\u30c8\u30fb\u30b5\u30fc\u30d3\u30b9\u3092\u5229\u7528\u3059\u308b\u9867\u5ba2<\/a>, \u307e\u305f\u3001\u30b5\u30fc\u30d3\u30b9\u30ea\u30af\u30a8\u30b9\u30c8\u3092\u9001\u4fe1\u3057\u3001\u9023\u7d61\u5148\u60c5\u5831\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u5411\u4e0a\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u4f01\u696d\u304c\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-steps-to-successfully-integrate-portals-with-crm\">\u30dd\u30fc\u30bf\u30eb\u3068CRM\u306e\u7d71\u5408\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30bf\u30eb\u3068CRM\u30b7\u30b9\u30c6\u30e0\u306e\u7d71\u5408\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u8e0f\u3080\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u660e\u78ba\u306a\u76ee\u7684\u3092\u8a2d\u5b9a\u3057\u3001\u671b\u307e\u3057\u3044\u7d50\u679c\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001\u7d71\u5408\u30d7\u30ed\u30bb\u30b9\u3092\u5c0e\u304d\u3001\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u78ba\u5b9f\u306b\u6e80\u305f\u3059\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u30c7\u30fc\u30bf\u7d71\u5408\u3068 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%81%a7%e6%88%90%e5%8a%9f%e3%81%99%e3%82%8b%e3%81%9f%e3%82%81%e3%81%ae5%e3%81%a4%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88crms\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4447\">\u9867\u5ba2\u30b5\u30dd\u30fc\u30c8\u306fCRM\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3042\u308b\u3002<\/a> \u30dd\u30fc\u30bf\u30eb\u306e\u7d71\u5408\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-functionalities-and-goals\">\u6a5f\u80fd\u6027\u3068\u76ee\u6a19\u306e\u5b9a\u7fa9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001CRM\u30dd\u30fc\u30bf\u30eb\u304c\u9054\u6210\u3059\u3079\u304d\u5177\u4f53\u7684\u306a\u76ee\u6a19\uff08\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u5411\u4e0a\u3084\u58f2\u4e0a\u306e\u5897\u52a0\u306a\u3069\uff09\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002CRM\u30dd\u30fc\u30bf\u30eb\u306e\u6d3b\u7528 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e6%a5%ad%e7%95%8c%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bai%e3%81%ae%e6%b4%bb%e7%94%a8%e6%b3%95-%e3%82%a4%e3%83%b3%e3%83%99%e3%82%b9%e3%83%88%e3%82%b0%e3%83%a9%e3%82%b9crm%e3%81%a7\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4450\">\u81ea\u52d5\u5316\u306b\u3088\u3063\u3066\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u5f37\u5316\u3059\u308b\u4eba\u5de5\u77e5\u80fd<\/a> \u306f\u3001\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u52b9\u7387\u3092\u5927\u5e45\u306b\u6539\u5584\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5805\u7262\u306a\u30c7\u30fc\u30bf\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u306f\u3001CRM\u79fb\u884c\u6642\u306b\u9ad8\u54c1\u8cea\u306a\u30c7\u30fc\u30bf\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u307e\u305f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30d7\u30ea\u5185\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3084\u30b5\u30dd\u30fc\u30c8\u30ea\u30bd\u30fc\u30b9\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3067\u3001\u5c0e\u5165\u7387\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u3067\u9054\u6210\u53ef\u80fd\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e6%8a%95%e8%b3%87%e5%ae%b6%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4439\">CRM\u30dd\u30fc\u30bf\u30eb\u306e\u7d71\u5408<\/a> \u306f\u3001\u5168\u4f53\u7684\u306a\u6226\u7565\u304a\u3088\u3073\u904b\u55b6\u4e0a\u306e\u8981\u4ef6\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u671b\u307e\u3057\u3044\u6210\u679c\u3092\u9054\u6210\u3057\u3001\u7d71\u5408\u306e\u6210\u529f\u3092\u6e2c\u5b9a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002\u3055\u3089\u306b\u3001\u91cd\u8981\u306a\u76ee\u6a19\u3068\u3057\u3066\u30c7\u30fc\u30bf\u7d71\u5408\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b\u3053\u3068\u3067\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u9867\u5ba2\u60c5\u5831\u306e\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-selecting-the-right-crm-solution\">\u9069\u5207\u306aCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u9078\u629e<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024-1024x701.png\" alt=\"\u30bd\u30d6\u30ea\u30f3CRM\u306eInvestGlass\" class=\"wp-image-40530\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30bd\u30d6\u30ea\u30f3CRM\u306eInvestGlass <\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3092\u9078\u629e\u3059\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/2024%e5%b9%b4%e3%80%81%e5%a4%9a%e6%a7%98%e3%81%aa%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9%e3%83%bb%e3%83%8b%e3%83%bc%e3%82%ba%e3%81%ab%e5%af%be%e5%bf%9c%e3%81%99%e3%82%8b%e3%82%bb%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4433\">\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u308bCRM\u30b7\u30b9\u30c6\u30e0<\/a> \u65e2\u5b58\u306e\u30d7\u30ed\u30bb\u30b9\u3068\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u7d71\u5408\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u62e1\u5f35\u6027\u306f\u3001\u5c06\u6765\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306e\u91cd\u8981\u306a\u8003\u616e\u4e8b\u9805\u3067\u3059\u3002\u9078\u629e\u3055\u308c\u305fCRM\u306f\u3001\u52b9\u679c\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u306e\u305f\u3081\u306e\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u6a5f\u80fd\u30bb\u30c3\u30c8\u3092\u6301\u3063\u3066\u3044\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/2024%e5%b9%b4%e3%81%aesaas%e5%9e%8b%e9%a1%a7%e5%ae%a2%e9%96%a2%e4%bf%82%e7%ae%a1%e7%90%86%e3%83%84%e3%83%bc%e3%83%ab%e3%83%bb%e3%83%88%e3%83%83%e3%83%975\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4425\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406<\/a>. .\u30e6\u30fc\u30b6\u30fc\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9 <a href=\"https:\/\/www.investglass.com\/ja\/%e6%88%a6%e7%95%a5%e3%82%92%e6%9c%80%e5%a4%a7%e5%8c%96%e3%81%99%e3%82%8b-%e3%83%88%e3%83%83%e3%83%97b2b%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0-%e6%88%90%e5%8a%9f%e3%81%ae\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4451\">CRM\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306e\u5f37\u5316<\/a> \u4f7f\u3044\u3084\u3059\u3055\u3068\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u306e\u3057\u3084\u3059\u3055\u3002\u3055\u3089\u306b\u3001\u3069\u3093\u306a\u554f\u984c\u306b\u3082\u5bfe\u5fdc\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u306b\u3068\u3063\u3066\u6700\u9069\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u3057\u3063\u304b\u308a\u3068\u3057\u305f\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u304c\u6b20\u304b\u305b\u307e\u305b\u3093\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/crm%e6%a5%ad%e5%8b%99%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e6%8a%80%e8%a1%93%e7%9a%84%e8%b2%a0%e5%82%b5%e3%82%92%e6%b8%9b%e3%82%89%e3%81%99%e6%96%b9%e6%b3%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4461\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u904b\u7528<\/a> \u52b9\u7387\u7684\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u54c1\u8cea\u306e\u554f\u984c\u306fCRM\u5c0e\u5165\u306e\u5927\u304d\u306a\u59a8\u3052\u3068\u306a\u308a\u3001\u610f\u601d\u6c7a\u5b9a\u306e\u8aa4\u308a\u3084\u696d\u52d9\u306e\u975e\u52b9\u7387\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002CRM\u30c7\u30fc\u30bf\u79fb\u884c\u6642\u306e\u30c1\u30fc\u30e0\u9593\u306e\u9023\u643a\u4e0d\u8db3\u306f\u3001\u3057\u3070\u3057\u3070\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30df\u30b9\u3068\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u9045\u5ef6\u3092\u62db\u304d\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001CRM\u30c7\u30fc\u30bf\u79fb\u884c\u306b\u306f <a href=\"https:\/\/www.investglass.com\/ja\/investglass%e3%81%8c%e3%83%89%e3%83%90%e3%82%a4%e3%81%a7%e6%9c%80%e9%ab%98%e3%81%aecrm%e3%81%a7%e3%81%82%e3%82%8b%e7%90%86%e7%94%b1\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4452\">CRM \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u3068\u9023\u643a\u3059\u308b\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/a> \u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3068\u9ad8\u3044\u30c7\u30fc\u30bf\u54c1\u8cea\u3082\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-implementing-and-testing\">\u5b9f\u88c5\u3068\u30c6\u30b9\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30dd\u30fc\u30bf\u30eb\u306e\u5c0e\u5165\u306b\u306f\u3001\u5186\u6ed1\u306a\u79fb\u884c\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306e\u5165\u5ff5\u306a\u8a08\u753b\u3068\u5b9f\u884c\u304c\u5fc5\u8981\u3067\u3059\u3002InvestGlass\u306f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u6a5f\u80fd\u3068AI\u306b\u3088\u308b\u81ea\u52d5\u5316\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u5305\u62ec\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3001CRM\u306e\u5206\u91ce\u3067\u5f37\u529b\u306a\u5019\u88dc\u3068\u306a\u308a\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%a1%a7%e5%ae%a2%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aeinvestglass-kyc%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4428\">\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/a> \u5e02\u5834\u30c7\u30fc\u30bf\u79fb\u884c\u6642\u306e\u77e5\u8b58\u306e\u30ae\u30e3\u30c3\u30d7\u306f\u3001\u4e0d\u6b63\u78ba\u307e\u305f\u306f\u4e0d\u5b8c\u5168\u306a\u30c7\u30fc\u30bf\u306e\u79fb\u884c\u306b\u3064\u306a\u304c\u308a\u3001\u65b0\u3057\u3044CRM\u306e\u6709\u52b9\u6027\u3092\u59a8\u3052\u307e\u3059\u3002CRM\u30dd\u30fc\u30bf\u30eb\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u52b9\u679c\u7684\u306a\u30c7\u30fc\u30bf\u7d71\u5408\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f93\u696d\u54e1\u3078\u306e\u65b0\u3057\u3044\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%88%e3%83%ac%e3%83%bc%e3%83%80%e3%83%bc%e5%90%91%e3%81%91crc\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4456\">CRM\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6709\u52b9\u6d3b\u7528<\/a> \u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u306e\u5f79\u5272\u306b\u5408\u308f\u305b\u305f\u5305\u62ec\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u3001CRM \u30b7\u30b9\u30c6\u30e0\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u4fe1\u983c\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u65b0\u3057\u3044CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u95a2\u3059\u308b\u5fb9\u5e95\u3057\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u3001\u5f93\u696d\u54e1\u306e\u30d5\u30e9\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u8efd\u6e1b\u3057\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3057\u3001\u7d71\u5408\u3092\u6210\u529f\u306b\u5c0e\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-investglass-is-the-right-solution-for-your-business\">InvestGlass\u304c\u304a\u5ba2\u69d8\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u6700\u9069\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308b\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u305d\u306e\u5305\u62ec\u7684\u306a\u6a5f\u80fd\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u5f37\u56fa\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u306b\u3088\u308a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3068\u30dd\u30fc\u30bf\u30eb\u306e\u7d71\u5408\u306b\u304a\u3044\u3066\u969b\u7acb\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b9%e3%82%a4%e3%82%b9%e3%81%ae%e3%82%bd%e3%83%96%e3%83%aa%e3%83%b3cro%e3%80%8c%e3%82%a4%e3%83%b3%e3%83%99%e3%82%b9%e3%83%88%e3%82%b0%e3%83%a9%e3%82%b9%e3%80%8d%e3%80%81%e4%b8%ad%e5%9b%bd\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4429\">\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/a> \u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77\u3092\u78ba\u4fdd\u3057\u306a\u304c\u3089\u3001\u591a\u69d8\u306a\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4e3b\u306a\u7279\u5fb4 <a href=\"https:\/\/www.investglass.com\/ja\/%e5%8a%b9%e7%8e%87%e7%9a%84%e3%81%aa%e3%82%b9%e3%82%b1%e3%82%b8%e3%83%a5%e3%83%bc%e3%83%aa%e3%83%b3%e3%82%b0%e6%89%8b%e6%b3%95%e3%81%a7%e4%bb%8a%e6%97%a5%e3%81%ae%e3%82%a4%e3%83%b3%e3%83%99%e3%82%b9\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4458\">InvestGlass\u306f\u30c7\u30fc\u30bf\u7d71\u5408\u3092\u542b\u3080<\/a> \u305d\u3057\u3066\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-sovereign-platform\">\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9\u306f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3\u3067\u3042\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/saas%e5%9e%8b%e3%83%95%e3%82%a3%e3%83%b3%e3%83%86%e3%83%83%e3%82%af%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%83%bb%e3%83%97%e3%83%a9%e3%83%83%e3%83%88%e3%83%95%e3%82%a9%e3%83%bc\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4459\">\u7c73\u56fd\u4ee5\u5916\u306e\u30af\u30e9\u30a6\u30c9\u6cd5\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6c42\u3081\u308b\u5c02\u9580\u5bb6\u306e\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/a>. .InvestGlass\u30e6\u30fc\u30b6\u30fc\u306e\u30c7\u30fc\u30bf\u306f\u3059\u3079\u3066\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u3001\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5236\u3068\u56fd\u969b\u57fa\u6e96\u306b\u6e96\u62e0\u3057\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u7d71\u5408\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u4fdd\u8b77\u3092\u78ba\u4fdd\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u305f\u3081\u3001InvestGlass\u306f\u3001\u5730\u653f\u5b66\u7684\u306a\u72ec\u7acb\u6027\u3068\u5805\u7262\u306a\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u512a\u5148\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u4fe1\u983c\u3067\u304d\u308b\u9078\u629e\u80a2\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-driven-sales-automation\">AI\u306b\u3088\u308b\u30bb\u30fc\u30eb\u30b9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"565\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Smart-agent-InvestGlass-1024x565.png\" alt=\"\u30ea\u30c3\u30c1\u306a\u30b9\u30de\u30fc\u30c8\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u4f5c\u308b\" class=\"wp-image-42686\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Smart-agent-InvestGlass-1024x565.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Smart-agent-InvestGlass-300x165.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Smart-agent-InvestGlass-768x423.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Smart-agent-InvestGlass.png 1306w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30ea\u30c3\u30c1\u306a\u30b9\u30de\u30fc\u30c8\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u4f5c\u308b<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e5%96%b6%e6%a5%ad%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4420\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9\u3001\u8ca9\u58f2\u5f37\u5316<\/a> \u4eba\u5de5\u77e5\u80fd\u3092\u6d3b\u7528\u3057\u3066\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30bf\u30b0\u3001\u30b7\u30fc\u30b1\u30f3\u30b9\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u6539\u5584\u3057\u307e\u3059\u3002\u3053\u306e\u5305\u62ec\u7684\u306a <a href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e5%8c%96%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2819\">\u30bb\u30fc\u30eb\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/a> \u30c4\u30fc\u30eb\u306f\u3001\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3001\u81ea\u52d5\u5316\u3092\u7d71\u5408\u3057\u3001\u4f01\u696d\u304c\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3068\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u3092\u5bb9\u6613\u306b\u3057\u307e\u3059\u3002\u30ea\u30fc\u30c9\u306e\u8a55\u4fa1\u3084\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u306a\u3069\u306e\u30eb\u30fc\u30c1\u30f3\u30ef\u30fc\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3084\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3001, <a href=\"https:\/\/www.investglass.com\/ja\/%e5%96%b6%e6%a5%ad%e3%83%81%e3%83%bc%e3%83%a0%e3%81%b8%e3%81%ae%e3%81%8a%e5%95%8f%e3%81%84%e5%90%88%e3%82%8f%e3%81%9b\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4440\">InvestGlass\u306f\u55b6\u696d\u30c1\u30fc\u30e0\u3092\u53ef\u80fd\u306b\u3059\u308b<\/a> \u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u6226\u7565\u7684\u306a\u6d3b\u52d5\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u58f2\u4e0a\u5897\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001AI\u3092\u6d3b\u7528\u3057\u305f\u55b6\u696d\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u9867\u5ba2\u30b5\u30dd\u30fc\u30c8\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001InvestGlass\u306f\u30b7\u30fc\u30b1\u30f3\u30b9\u3092\u542b\u3080\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u306e\u81ea\u52d5\u5316\u3092\u63d0\u4f9b\u3059\u308b\u3001, <a href=\"https:\/\/www.investglass.com\/ja\/%e6%89%bf%e8%aa%8d%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%ae%e6%b1%ba%e5%ae%9a%e7%89%88\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4418\">\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/a>, \u305d\u3057\u3066\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3002\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30c1\u30e3\u30f3\u30b9\u3092\u9003\u3059\u3053\u3068\u306a\u304f\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u3067\u9069\u5207\u306a\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u81ea\u52d5\u5316\u6a5f\u80fd\u3092CRM\u30b7\u30b9\u30c6\u30e0\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u696d\u52d9\u52b9\u7387\u3092\u9ad8\u3081\u3001\u6b21\u306e\u3088\u3046\u306a\u65b9\u6cd5\u3067\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/ai%e3%81%a8%e3%82%aa%e3%83%bc%e3%83%88%e3%83%a1%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%81%a7%e5%a3%b2%e4%b8%8a%e3%82%92%e4%bc%b8%e3%81%b0%e3%81%99%e6%96%b9%e6%b3%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4438\">\u8ca9\u58f2\u306e\u5408\u7406\u5316<\/a> \u30d7\u30ed\u30bb\u30b9\u3092\u6539\u5584\u3057\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u3092\u6539\u5584\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-rapid-onboarding-and-customization\">\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u8c4a\u5bcc\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u69d8\u3005\u306a\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u9069\u5fdc\u3059\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306eCSV\u30a4\u30f3\u30dd\u30fc\u30c8\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u30e6\u30fc\u30b6\u30fc\u306f\u30ea\u30fc\u30c9\u3068\u30b3\u30f3\u30bf\u30af\u30c8\u3092\u6570\u5206\u3067\u8fc5\u901f\u306b\u30a4\u30f3\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30c7\u30fc\u30bf\u7d71\u5408\u306f\u3001\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u4fc3\u9032\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30aa\u30d7\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u30dd\u30fc\u30bf\u30eb\u306e\u6a5f\u80fd\u3068\u5916\u89b3\u3092\u7279\u5b9a\u306e\u8981\u4ef6\u306b\u5408\u308f\u305b\u3066\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u67d4\u8edf\u6027\u306b\u3088\u308a\u3001CRM\u30dd\u30fc\u30bf\u30eb\u306f\u30d3\u30b8\u30cd\u30b9\u3068\u5171\u306b\u6210\u9577\u3057\u9032\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u9577\u671f\u7684\u306a\u6210\u529f\u306e\u305f\u3081\u306e\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-challenges-and-how-to-overcome-them\">\u3088\u304f\u3042\u308b\u8ab2\u984c\u3068\u305d\u306e\u514b\u670d\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/2024%e5%b9%b4%e3%80%81%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm%e7%b5%b1%e5%90%88%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%97%e3%83%a9%e3%82%af%e3%83%86%e3%82%a3%e3%82%b9\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4453\">CRM\u306e\u7d71\u5408<\/a> \u30dd\u30fc\u30bf\u30eb\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u8ab2\u984c\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u3053\u308c\u3089\u306e\u8ab2\u984c\u3092\u7279\u5b9a\u3057\u3066\u5bfe\u51e6\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u30b9\u30e0\u30fc\u30ba\u306a\u5c0e\u5165\u3068\u5927\u304d\u306a\u6210\u529f\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u4e00\u822c\u7684\u306a\u8ab2\u984c\u306b\u306f\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u554f\u984c\u3084\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u306e\u30cf\u30fc\u30c9\u30eb\u306a\u3069\u304c\u3042\u308a\u3001\u3044\u305a\u308c\u3082\u7d71\u5408\u306e\u52b9\u679c\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30c7\u30fc\u30bf\u7d71\u5408\u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u306f\u3001CRM\u30dd\u30fc\u30bf\u30eb\u306e\u7d71\u5408\u306b\u304a\u3044\u3066\u3057\u3070\u3057\u3070\u8ab2\u984c\u3068\u306a\u308b\u91cd\u8981\u306a\u5074\u9762\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-migration-issues\">\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u554f\u984c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u79fb\u884c\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3042\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e7%b0%a1%e5%8d%98%e3%81%aa%e3%82%b9%e3%83%86%e3%83%83%e3%83%97%e3%81%a7%e3%83%98%e3%83%ab%e3%82%b9%e3%82%b1%e3%82%a2crm%e3%82%92%e6%a7%8b%e7%af%89%e3%81%99%e3%82%8b%e3%82%ac%e3%82%a4%e3%83%89\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4460\">CRM\u30dd\u30fc\u30bf\u30eb\u7d71\u5408\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u306f\u3001\u614e\u91cd\u3055\u304c\u8981\u6c42\u3055\u308c\u308b<\/a> \u8a08\u753b\u3068\u5b9f\u884c\u79fb\u884c\u524d\u306b\u30c7\u30fc\u30bf\u304c\u30af\u30ea\u30fc\u30f3\u3067\u4e92\u63db\u6027\u304c\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u6574\u5408\u6027\u306e\u554f\u984c\u3092\u56de\u907f\u3067\u304d\u308b\u3002\u30c7\u30fc\u30bf\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u6b63\u3057\u304f\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u30b5\u30f3\u30d7\u30eb\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u3067\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u3092\u691c\u8a3c\u3059\u308b\u3053\u3068\u3067\u3001\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u306b\u652f\u969c\u3092\u304d\u305f\u3059\u524d\u306b\u6f5c\u5728\u7684\u306a\u554f\u984c\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c7\u30fc\u30bf\u7d71\u5408\u306f\u3001\u7570\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u63a5\u7d9a\u6027\u3068\u4e00\u8cab\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u3046\u3057\u305f\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u554f\u984c\u306b\u5bfe\u51e6\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6163\u884c\u306f\u3001\u8cea\u306e\u9ad8\u3044\u5bfe\u8a71\u3068\u610f\u601d\u6c7a\u5b9a\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u3068\u6b63\u78ba\u6027\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-user-adoption\">\u30e6\u30fc\u30b6\u30fc\u306e\u63a1\u7528<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u306f\u3001CRM\u30dd\u30fc\u30bf\u30eb\u7d71\u5408\u306e\u6210\u529f\u3092\u5de6\u53f3\u3059\u308b\u3082\u3046\u4e00\u3064\u306e\u91cd\u8981\u306a\u8ab2\u984c\u3067\u3059\u3002\u4e3b\u8981\u306a\u5229\u5bb3\u95a2\u4fc2\u8005\u3092\u63a1\u7528\u30d7\u30ed\u30bb\u30b9\u306b\u53c2\u52a0\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u4fc3\u3057\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30b0\u30e9\u30e0\u3068\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u306e\u7a4d\u6975\u7684\u306a\u95a2\u4e0e\u306f\u3001\u65b0\u30b7\u30b9\u30c6\u30e0\u306e\u53d7\u3051\u5165\u308c\u3068\u5229\u7528\u3092\u5927\u5e45\u306b\u4fc3\u9032\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u52b9\u679c\u7684\u306a\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30b5\u30dd\u30fc\u30c8\u306f\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u652f\u63f4\u3068\u8fc5\u901f\u306a\u554f\u984c\u89e3\u6c7a\u306b\u3088\u308a\u3001\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u3092\u4fc3\u9032\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f93\u696d\u54e1\u3068\u9867\u5ba2\u53cc\u65b9\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u4f7f\u3044\u3084\u3059\u3044CRM\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u9577\u671f\u7684\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u6e80\u8db3\u5ea6\u3092\u80b2\u307f\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-future-trends-in-crm-and-customer-portals\">CRM\u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30dd\u30fc\u30bf\u30eb\u306e\u4eca\u5f8c\u306e\u52d5\u5411<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c\u9032\u5316\u3057\u7d9a\u3051\u308b\u4e2d\u3001\u4eca\u5f8c\u306e\u30c8\u30ec\u30f3\u30c9\u306f\u6b21\u306e\u3088\u3046\u306b\u306a\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%a8%e3%83%bc%e3%82%b8%e3%82%a7%e3%83%b3%e3%83%88%e3%82%92%e8%a8%ad%e5%ae%9a%e3%81%99%e3%82%8b\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4431\">CRM\u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30dd\u30fc\u30bf\u30eb\u306f\u81ea\u52d5\u5316\u306e\u5f37\u5316\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b<\/a>, \u30e2\u30d0\u30a4\u30eb\u30fb\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3\u306e\u5411\u4e0a\u3001AI\u3068\u6a5f\u68b0\u5b66\u7fd2\u306e\u6d3b\u7528\u3002\u30c7\u30fc\u30bf\u7d71\u5408\u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u3082\u3001\u3053\u3046\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u306e\u5c06\u6765\u3092\u5f62\u4f5c\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u9032\u6b69\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u3055\u3089\u306b\u5408\u7406\u5316\u3057\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u3001\u6025\u901f\u306b\u5909\u5316\u3059\u308b\u5e02\u5834\u306b\u304a\u3044\u3066\u4f01\u696d\u306e\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-and-machine-learning\">AI\u3068\u6a5f\u68b0\u5b66\u7fd2<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"605\" height=\"1024\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-openai-605x1024.png\" alt=\"\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306eAI\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\" class=\"wp-image-42368\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-openai-605x1024.png 605w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-openai-177x300.png 177w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-openai-768x1299.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-openai-908x1536.png 908w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-openai.png 946w\" sizes=\"(max-width: 605px) 100vw, 605px\" \/><figcaption class=\"wp-element-caption\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306eAI\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u3068\u6a5f\u68b0\u5b66\u7fd2\u306eCRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u7d71\u5408\u306f\u3001\u9867\u5ba2\u3068\u306e\u5bfe\u8a71\u306b\u9769\u547d\u3092\u3082\u305f\u3089\u3059\u3068\u671f\u5f85\u3055\u308c\u3066\u3044\u308b\u3002\u4eca\u5f8c3\u5e74\u9593\u3067\u3001\u63a8\u5b9a61%\u306e\u4f01\u696d\u304cAI\u3092CRM\u30b7\u30b9\u30c6\u30e0\u306b\u7d44\u307f\u8fbc\u3080\u3068\u4e88\u60f3\u3055\u308c\u3001\u9867\u5ba2\u5bfe\u5fdc\u6642\u9593\u309230\uff5e50%\u5411\u4e0a\u3055\u305b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u30c7\u30fc\u30bf\u7d71\u5408\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u5185\u306eAI\u3068\u6a5f\u68b0\u5b66\u7fd2\u6a5f\u80fd\u3092\u5f37\u5316\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u3092\u6d3b\u7528\u3057\u305f\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u3068\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u8fc5\u901f\u306a\u89e3\u6c7a\u3092\u4fc3\u9032\u3057\u3001\u5168\u4f53\u7684\u306a\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u3088\u308a\u52b9\u7387\u7684\u3067\u8fc5\u901f\u306a\u3082\u306e\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-increased-mobile-accessibility\">\u30e2\u30d0\u30a4\u30eb\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3\u306e\u5411\u4e0a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3088\u308a\u591a\u304f\u306e\u30e6\u30fc\u30b6\u30fc\u304c\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3067\u30b5\u30fc\u30d3\u30b9\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u3092\u597d\u3080\u3088\u3046\u306b\u306a\u308a\u3001\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306aCRM\u30dd\u30fc\u30bf\u30eb\u304c\u4e0d\u53ef\u6b20\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306e\u9700\u8981\u306e\u9ad8\u307e\u308a <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%83%81%e3%83%a3%e3%83%83%e3%83%88gpt%e3%81%ae%e6%b4%bb%e7%94%a8%e6%b3%95-investglass-crm%e3%81%a8%e3%83%81%e3%83%a3%e3%83%83\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4454\">CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u4ee5\u4e0b\u306e\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/a> \u306f\u3001\u79fb\u52d5\u4e2d\u306b\u91cd\u8981\u306a\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3001CRM \u6a5f\u80fd\u3092\u5b9f\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u3053\u308c\u306f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u4fca\u654f\u6027\u306b\u3068\u3063\u3066\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u3082\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306aCRM\u30dd\u30fc\u30bf\u30eb\u306e\u91cd\u8981\u306a\u6a5f\u80fd\u3067\u3042\u308a\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u53d7\u3051\u3089\u308c\u308b\u3088\u3046\u306b\u3057\u3001\u5168\u4f53\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e2\u30d0\u30a4\u30eb\u30c7\u30d0\u30a4\u30b9\u4e0a\u3067\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u6a5f\u80fd\u3068\u5fdc\u7b54\u6027\u3092\u63d0\u4f9b\u3059\u308b\u30ab\u30b9\u30bf\u30de\u30fc\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u65b9\u6cd5\u3067\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e6%8a%95%e8%b3%87%e5%ae%b6%e5%a0%b1%e5%91%8a%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4441\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-summary\">\u6982\u8981<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30bf\u30eb\u3068InvestGlass CRM\u3084\u305d\u306e\u4ed6\u306eCRM\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u306f\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u5f37\u5316\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316\u3001\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u306e\u5411\u4e0a\u3001\u30c7\u30fc\u30bf\u7d71\u5408\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u306e\u5411\u4e0a\u306a\u3069\u3001\u591a\u304f\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u5b89\u5168\u306a\u30a2\u30af\u30bb\u30b9\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3001\u7d71\u5408\u6a5f\u80fd\u306a\u3069\u306e\u4e3b\u8981\u306a\u6a5f\u80fd\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u5c0e\u5165\u306e\u6210\u529f\u3068\u7d99\u7d9a\u7684\u306a\u6210\u529f\u3092\u78ba\u5b9f\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002InvestGlass\u306f <a href=\"https:\/\/www.investglass.com\/ja\/ai%e3%81%ab%e3%82%88%e3%82%8b%e3%83%a1%e3%83%b3%e3%83%86%e3%83%8a%e3%83%b3%e3%82%b9%e6%9c%80%e9%81%a9%e5%8c%96%e3%82%bd%e3%83%aa%e3%83%a5%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"4457\">\u6700\u9069\u89e3<\/a>, \u307e\u305f\u3001\u5805\u7262\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001AI\u306b\u3088\u308b\u81ea\u52d5\u5316\u3001\u591a\u69d8\u306a\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u305f\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6226\u7565\u3092\u53d6\u308a\u5165\u308c\u3001\u5c06\u6765\u306e\u30c8\u30ec\u30f3\u30c9\u3092\u5148\u53d6\u308a\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u7d99\u7d9a\u7684\u306a\u6210\u9577\u3068\u9867\u5ba2\u6e80\u8db3\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>\u200bIntegrating portals with Customer Relationship Management (CRM) systems is essential for enhancing customer interactions and streamlining business processes.\u00a0Notably,\u00a073% of businesses\u00a0have adopted CRM tools as of 2024, with\u00a094%\u00a0of tech companies utilizing them to drive sales efficiency and improve customer relationships.\u00a0\u00a0This integration leads to centralized data management, reducing duplication and errors, and ensuring all team members have access to accurate information.\u00a0Consequently, businesses that use a CRM are\u00a086% more likely\u00a0to exceed their sales goals than those that don&#8217;t.\u00a0\u00a0Key features to consider during integration include data synchronization, automated workflows, and enhanced lead nurturing capabilities.\u00a0Implementing these integrations effectively can significantly boost productivity and customer satisfaction.\u200b Key Takeaways Understanding CRM and Customer Portals CRM is a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":41158,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[820],"class_list":["post-41865","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-integrating-portals-with-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Top Strategies for Integrating Portals with CRM for Business Success | InvestGlass<\/title>\n<meta name=\"description\" content=\"\u200bIntegrating portals with Customer Relationship Management (CRM) systems is\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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