{"id":42839,"date":"2024-12-17T11:26:38","date_gmt":"2024-12-17T10:26:38","guid":{"rendered":"https:\/\/www.investglass.com\/?p=42839"},"modified":"2024-12-31T18:06:33","modified_gmt":"2024-12-31T17:06:33","slug":"%e9%a1%a7%e5%ae%a2%e9%96%a2%e4%bf%82%e7%ae%a1%e7%90%86%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%82%92%e3%83%9e%e3%82%b9%e3%82%bf%e3%83%bc%e3%81%99%e3%82%8b%e4%b8%bb%e3%81%aa%e3%82%b9%e3%83%86%e3%83%83","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/mastering-the-customer-relationship-management-process-key-steps-and-benefits\/","title":{"rendered":"\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u3092\u30de\u30b9\u30bf\u30fc\u3059\u308b\uff1a\u4e3b\u306a\u30b9\u30c6\u30c3\u30d7\u3068\u30e1\u30ea\u30c3\u30c8"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u5168\u4f53\u306b\u304a\u3051\u308b\u3084\u308a\u53d6\u308a\u3092\u6574\u7406\u3057\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30ea\u30fc\u30c9\u751f\u6210\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u7ba1\u7406\u3001\u30b5\u30fc\u30d3\u30b9\u54c1\u8cea\u306e\u5411\u4e0a\u3068\u3044\u3063\u305f\u4e3b\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u58f2\u4e0a\u3092\u4f38\u3070\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u5c45\u4f4f\u6027\u3092\u91cd\u8996\u3059\u308b\u7d44\u7e54\u306b\u3068\u3063\u3066\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u307e\u305f\u306f\u30b9\u30a4\u30b9\u30af\u30e9\u30a6\u30c9\u3067\u30db\u30b9\u30c8\u53ef\u80fd\u306aInvestGlass\u306e\u3088\u3046\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u3053\u308c\u3089\u306e\u76ee\u6a19\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306e\u6bd4\u985e\u306a\u304d\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/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>CRM\u306f\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u58f2\u4e0a\u62e1\u5927\u3068\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u6226\u7565\u7684\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u3042\u308b\u3002.<\/li>\n\n\n\n<li>CRM\u30d7\u30ed\u30bb\u30b9\u306e\u4e3b\u306a\u69cb\u6210\u8981\u7d20\u306b\u306f\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u7ba1\u7406\u3001\u30ea\u30fc\u30c9\u7ba1\u7406\u3001\u304a\u3088\u3073\u4ee5\u4e0b\u306e\u3082\u306e\u304c\u542b\u307e\u308c\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%88%e3%82%8a%e5%a4%9a%e3%81%8f%e3%81%ae%e5%8f%96%e5%bc%95%e3%82%92%e6%88%90%e7%ab%8b%e3%81%95%e3%81%9b%e3%82%8b%e3%81%9f%e3%82%81%e3%81%ae%e5%96%b6%e6%a5%ad%e6%8b%85%e5%bd%93%e8%80%85%e3%81%ae\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30bb\u30fc\u30eb\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/a>, \u3053\u308c\u3089\u306f\u7dcf\u4f53\u7684\u306b\u30d3\u30b8\u30cd\u30b9\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/li>\n\n\n\n<li>CRM\u6226\u7565\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u3001\u30c7\u30fc\u30bf\u54c1\u8cea\u7ba1\u7406\u3001\u9867\u5ba2\u7dad\u6301\u3001\u305d\u3057\u3066CRM\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u5168\u4f53\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u3068\u6574\u5408\u3055\u305b\u308b\u3053\u3068\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-the-crm-process\">CRM\u30d7\u30ed\u30bb\u30b9\u3092\u7406\u89e3\u3059\u308b<\/h2>\n\n\n<div class=\"wp-block-image size-large wp-image-31396\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1018\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/03\/Welcome-investglass-circle-1024x1018.jpg\" alt=\"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9 #1 \u30b9\u30a4\u30b9CRM\" class=\"wp-image-31396\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/03\/Welcome-investglass-circle-1024x1018.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/03\/Welcome-investglass-circle-300x298.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/03\/Welcome-investglass-circle-150x150.jpg 150w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/03\/Welcome-investglass-circle-768x763.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/03\/Welcome-investglass-circle-1536x1527.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/03\/Welcome-investglass-circle.jpg 1676w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9 #1 \u30b9\u30a4\u30b9CRM<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f\u5358\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u306a\u304f\u3001\u4f01\u696d\u304c\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7ba1\u7406\u3057\u3001\u58f2\u4e0a\u3092\u4f38\u3070\u3057\u3001\u95a2\u4fc2\u3092\u6539\u5584\u3059\u308b\u305f\u3081\u306e\u6226\u7565\u7684\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u3059\u3002\u9867\u5ba2\u3068\u306e\u3064\u306a\u304c\u308a\u3092\u7dad\u6301\u3057\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u53ce\u76ca\u6027\u3092\u5411\u4e0a\u3055\u305b\u3001\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u80b2\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5229\u70b9\u306f\u591a\u5c90\u306b\u308f\u305f\u308b\u3002\u90e8\u9580\u9593\u306e\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u4fc3\u9032\u3057\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002\u9867\u5ba2\u95a2\u4fc2\u306e\u6539\u5584\u3001\u58f2\u4e0a\u306e\u5897\u52a0\u3001\u3088\u308a\u826f\u3044\u30c7\u30fc\u30bf\u5206\u6790\u3001\u52b9\u679c\u7684\u306a\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3044\u3001\u65b0\u305f\u306a\u30c1\u30e3\u30f3\u30b9\u3092\u3064\u304b\u3080\u3053\u3068\u304c\u3067\u304d\u308b\u3002CRM\u30d7\u30ed\u30bb\u30b9\u3092\u628a\u63e1\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u3053\u308c\u3089\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u4eab\u53d7\u3057\u59cb\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30d7\u30ed\u30bb\u30b9\u306e\u4e3b\u8981\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306b\u306f\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u7ba1\u7406\u3001\u30ea\u30fc\u30c9\u7ba1\u7406\u3001\u30bb\u30fc\u30eb\u30b9\u306e\u81ea\u52d5\u5316\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u8981\u7d20\u304c\u9023\u52d5\u3059\u308b\u3053\u3068\u3067\u3001\u5168\u4f53\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u52b9\u7387\u3092\u9ad8\u3081\u308b\u4e00\u8cab\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u304c\u69cb\u7bc9\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u6642\u9593\u3092\u7bc0\u7d04\u3057\u3001\u52b9\u7387\u3092\u9ad8\u3081\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-crm\">CRM\u3068\u306f\u4f55\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3068\u306f\u3001Customer Relationship Management\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\u306e\u7565\u3067\u3042\u308b\u3002\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7ba1\u7406\u3057\u3001\u69d8\u3005\u306a\u9867\u5ba2\u63a5\u70b9\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u58f2\u4e0a\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002CRM\u306f\u3001\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u55b6\u696d\u30ec\u30dd\u30fc\u30c8\u306e\u305f\u3081\u306e\u4e2d\u592e\u30ea\u30dd\u30b8\u30c8\u30ea\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3001\u3059\u3079\u3066\u306e\u898b\u8fbc\u307f\u5ba2\u3068\u9867\u5ba2\u306e\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u5305\u62ec\u7684\u306a\u30d3\u30e5\u30fc\u306f\u3001\u95a2\u4fc2\u7ba1\u7406\u3092\u5f37\u5316\u3057\u3001\u4f01\u696d\u304c\u9867\u5ba2\u306e\u8981\u4ef6\u3092\u3088\u308a\u3088\u304f\u7406\u89e3\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u3001\u96fb\u8a71\u3001\u30e9\u30a4\u30d6\u30c1\u30e3\u30c3\u30c8\u306a\u3069\u306e\u30c1\u30e3\u30cd\u30eb\u304b\u3089\u69d8\u3005\u306a\u7a2e\u985e\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u96c6\u8a08\u3057\u307e\u3059\u3002\u3053\u306e\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316\u306f\u3001CRM\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u6d3b\u7528\u3057\u305f\u9867\u5ba2\u4e2d\u5fc3\u306e\u6226\u7565\u3068\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u60c5\u5831\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30c1\u30fc\u30e0\u304c\u9060\u9694\u5730\u304b\u3089\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3001\u7d44\u7e54\u5185\u306e\u5171\u540c\u4f5c\u696d\u3092\u4fc3\u9032\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-components-of-the-crm-process\">CRM\u30d7\u30ed\u30bb\u30b9\u306e\u4e3b\u306a\u69cb\u6210\u8981\u7d20<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3092\u542b\u3080\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3067\u69cb\u7bc9\u3055\u308c\u3066\u304a\u308a\u3001\u305d\u308c\u305e\u308c\u304c\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002\u9023\u7d61\u5148\u7ba1\u7406\u306b\u306f\u3001\u540d\u524d\u3001E\u30e1\u30fc\u30eb\u30a2\u30c9\u30ec\u30b9\u3001\u96fb\u8a71\u756a\u53f7\u3001\u4ed5\u4e8b\u306e\u8a73\u7d30\u3001\u904e\u53bb\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u306e\u91cd\u8981\u306a\u8a73\u7d30\u304c\u542b\u307e\u308c\u307e\u3059\u3002InvestGlass CRM\u306e\u3088\u3046\u306a\u30c4\u30fc\u30eb\u306f\u3001\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u3001\u81ea\u52d5\u5316\u3055\u308c\u305fE\u30e1\u30fc\u30eb\u30b7\u30fc\u30b1\u30f3\u30b9\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306e\u8ffd\u8de1\u306a\u3069\u306e\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u7ba1\u7406\u3092\u5f37\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u7ba1\u7406\u306f\u3082\u3046\u3072\u3068\u3064\u306e\u91cd\u8981\u306a\u8981\u7d20\u3067\u3042\u308a\u3001\u4f01\u696d\u306f\u6f5c\u5728\u9867\u5ba2\u3092\u52b9\u679c\u7684\u306b\u8ffd\u8de1\u3057\u3001\u80b2\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30bb\u30fc\u30eb\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u53cd\u5fa9\u4f5c\u696d\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u55b6\u696d\u62c5\u5f53\u8005\u306e\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u304c\u7d71\u5408\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u5168\u4f53\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u52b9\u7387\u3092\u9ad8\u3081\u308b\u3001\u307e\u3068\u307e\u308a\u306e\u3042\u308bCRM\u30d7\u30ed\u30bb\u30b9\u304c\u5f62\u6210\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-generating-brand-awareness-and-lead-generation\">\u30d6\u30e9\u30f3\u30c9\u8a8d\u77e5\u3068\u30ea\u30fc\u30c9\u30b8\u30a7\u30cd\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u5275\u51fa<\/h2>\n\n\n<div class=\"wp-block-image size-full wp-image-35260\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"150\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/01\/No-code-digital-onboarding.png\" alt=\"InvestGlass\u306f\u3069\u306e\u3088\u3046\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u3082\u9069\u5408\u3059\u308b\u30ce\u30fc\u30b3\u30fc\u30c9\u306e\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\" class=\"wp-image-35260\"\/><figcaption class=\"wp-element-caption\">InvestGlass\u306f\u3069\u306e\u3088\u3046\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u3082\u9069\u5408\u3059\u308b\u30ce\u30fc\u30b3\u30fc\u30c9\u306e\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">CRM\u30d7\u30ed\u30bb\u30b9\u306e\u6700\u521d\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u6f5c\u5728\u9867\u5ba2\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u306b\u3088\u308b\u9867\u5ba2\u7372\u5f97\u3067\u3042\u308b\u3002\u30d6\u30e9\u30f3\u30c9\u8a8d\u77e5\u5ea6\u306e\u5411\u4e0a\u306f\u3001\u3053\u306e\u6700\u521d\u306e\u30b9\u30c6\u30c3\u30d7\u306b\u7d9a\u304d\u307e\u3059\u3002\u30bf\u30fc\u30b2\u30c3\u30c8 <a 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%bb%e3%82%ad%e3%83%a3%e3%83%b3%e3%83%9a%e3%83%bc%e3%83%b3%e3%81%a8%e3%81%af\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/a> \u306f\u3001\u3053\u306e\u3088\u3046\u306a\u6f5c\u5728\u9867\u5ba2\u306e\u95a2\u5fc3\u3092\u5f15\u304f\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3002\u5e83\u544a\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u30fb\u30e1\u30c7\u30a3\u30a2\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u5236\u4f5c\u306a\u3069\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306f\u3001\u30ea\u30fc\u30c9\u3092\u751f\u307f\u51fa\u3059\u4e0a\u3067\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u5206\u6790\u306b\u3088\u3063\u3066\u9867\u5ba2\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304c\u5f37\u5316\u3055\u308c\u3001\u7126\u70b9\u3092\u7d5e\u3063\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002\u3053\u306e\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u4ee5\u4e0b\u306e\u3053\u3068\u304c\u78ba\u5b9f\u306b\u306a\u308a\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e7%b5%90%e6%9e%9c%e3%82%92%e5%87%ba%e3%81%99%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%bb%e3%82%ad%e3%83%a3%e3%83%b3%e3%83%9a%e3%83%bc%e3%83%b3%e3%81%ae%e4%bd%9c%e3%82%8a\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/a> \u306f\u52b9\u679c\u7684\u3067\u3001\u9069\u5207\u306a\u8aad\u8005\u306b\u5c4a\u304f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a 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=\"noreferrer noopener\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/a> \u306f\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305fE\u30e1\u30fc\u30eb\u3084\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u3078\u306e\u6295\u7a3f\u306a\u3069\u3001\u5fc5\u8981\u4e0d\u53ef\u6b20\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u5927\u5e45\u306b\u81ea\u52d5\u5316\u3057\u307e\u3059\u3002CRM\u3092\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u30c9\u30ea\u30c3\u30d7\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u5e83\u544a\u306a\u3069\u306e\u624b\u6cd5\u3092\u901a\u3058\u3066\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u30ea\u30fc\u30c9\u30b8\u30a7\u30cd\u30ec\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u7279\u5b9a\u306e\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5408\u308f\u305b\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002\u3053\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u6f5c\u5728\u9867\u5ba2\u306f\u95a2\u9023\u6027\u306e\u9ad8\u3044\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u53ef\u80fd\u6027\u304c\u9ad8\u307e\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-collecting-and-organizing-customer-data\">\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u3068\u6574\u7406<\/h2>\n\n\n<div class=\"wp-block-image size-large wp-image-38347\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-1024x683.jpg\" alt=\"\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u30bf\u30d6\u30ec\u30c3\u30c8\u3092\u4f7f\u7528\" class=\"wp-image-38347\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u30bf\u30d6\u30ec\u30c3\u30c8\u3092\u4f7f\u7528<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u3053\u3068\u306f\u3001\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u4e0a\u3067\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002CRM\u30c4\u30fc\u30eb\u306f\u91cd\u8981\u306a\u9867\u5ba2\u60c5\u5831\u3092\u53ce\u96c6\u3057\u3001\u30c1\u30fc\u30e0\u304c\u9867\u5ba2\u3068\u6709\u610f\u7fa9\u306b\u95a2\u308f\u308b\u3053\u3068\u3092\u5bb9\u6613\u306b\u3059\u308b\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u306b\u306f\u6cd5\u4ee4\u9075\u5b88\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u95a2\u9023\u3059\u308b\u60c5\u5831\u3092\u8a8d\u8b58\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%83%bc%e3%82%bf%e4%bf%9d%e8%ad%b7%e3%81%ab%e9%96%a2%e3%81%99%e3%82%8b%e6%96%b0%e9%80%a3%e9%82%a6%e6%b3%95nfadp%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%ef%bc%9f\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30c7\u30fc\u30bf\u4fdd\u8b77<\/a> \u898f\u5236\u3068\u30c7\u30fc\u30bf\u30ac\u30d0\u30ca\u30f3\u30b9.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3067\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u30a8\u30e9\u30fc\u3084\u4e0d\u6574\u5408\u3092\u5b9a\u671f\u7684\u306b\u30c1\u30a7\u30c3\u30af\u3057\u3001\u54c1\u8cea\u3092\u7dad\u6301\u3059\u308b\u3002\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u958b\u767a\u3059\u308b\u306b\u306f\u3001\u9ad8\u54c1\u8cea\u306e\u30c7\u30fc\u30bf\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/investglass%e3%81%a7%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%82%92%e6%9c%80%e9%81%a9%e5%8c%96-%e9%87%91%e8%9e%8d\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/a>. .\u307e\u305f\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306b\u304a\u3044\u3066\u3082\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/2023%e5%b9%b4%e3%80%81%e6%88%90%e5%8a%9f%e3%81%99%e3%82%8be%e3%83%a1%e3%83%bc%e3%83%ab%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e6%88%a6%e7%95%a5%e3%81%ae%e4%bd%9c%e3%82%8a\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565<\/a>. .\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u52b9\u679c\u7684\u306b\u6574\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3084\u55dc\u597d\u3092\u3088\u308a\u3088\u304f\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-customer-data-collection-techniques\">\u9867\u5ba2\u30c7\u30fc\u30bf\u53ce\u96c6\u30c6\u30af\u30cb\u30c3\u30af<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u62c5\u5f53\u8005\u306f\u3001\u3044\u304f\u3064\u304b\u306e\u30bd\u30fc\u30b9\u304b\u3089\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u307e\u3059\u3002\u30ea\u30fc\u30c9\u30b8\u30a7\u30cd\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30d5\u30a9\u30fc\u30e0\u3001\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u306a\u3069\u3067\u3042\u308b\u3002\u4e00\u822c\u7684\u306b\u53ce\u96c6\u3055\u308c\u308b\u30c7\u30fc\u30bf\u306e\u7a2e\u985e\u306b\u306f\u3001\u9023\u7d61\u5148\u60c5\u5831\u3001\u4eba\u53e3\u7d71\u8a08\u3001\u55dc\u597d\u3001\u8cfc\u5165\u5c65\u6b74\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306e\u8a73\u7d30\u306a\u3069\u304c\u3042\u308b\u3002\u30aa\u30f3\u30e9\u30a4\u30f3\u30d5\u30a9\u30fc\u30e0\u3084\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u30c7\u30fc\u30bf\u3092\u52b9\u7387\u7684\u306b\u53ce\u96c6\u3059\u308b\u305f\u3081\u306e\u52b9\u679c\u7684\u306a\u30c4\u30fc\u30eb\u3067\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u54c1\u8cea\u304c\u4f4e\u3044\u3068\u7d44\u7e54\u304c\u76f4\u9762\u3059\u308b\u8ab2\u984c\u306b\u306f\u3001\u7121\u79e9\u5e8f\u306a\u30c7\u30fc\u30bf\u3001\u4e0d\u5341\u5206\u306a\u30c7\u30fc\u30bf\u7ba1\u7406\u3001\u4e0d\u5b8c\u5168\u306a\u8a18\u9332\u3001\u8cea\u306e\u4f4e\u3044\u5165\u529b\u306a\u3069\u304c\u3042\u308b\u3002\u672a\u6574\u7406\u306e\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u306e\u7d50\u679c\u3001\u9867\u5ba2\u306e\u5358\u4e00\u30d3\u30e5\u30fc\u3092\u5b9f\u73fe\u3057\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u56f0\u96e3\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u8a55\u4fa1\u306f\u3001\u53ce\u96c6\u3057\u305f\u30c7\u30fc\u30bf\u3092\u7406\u89e3\u3057\u3001\u3088\u308a\u8c4a\u304b\u306a\u6d1e\u5bdf\u306b\u5fc5\u8981\u306a\u8ffd\u52a0\u30dd\u30a4\u30f3\u30c8\u3092\u7279\u5b9a\u3059\u308b\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u306f\u3001CRM\u306b\u304a\u3044\u3066\u30a4\u30cb\u30b7\u30a2\u30c6\u30a3\u30d6\u3068\u610f\u601d\u6c7a\u5b9a\u3092\u6210\u529f\u306b\u5c0e\u304f\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-managing-leads-effectively\">\u52b9\u679c\u7684\u306a\u30ea\u30fc\u30c9\u7ba1\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u7ba1\u7406\u306b\u306f\u3001CRM\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u901a\u3057\u3066\u30ea\u30fc\u30c9\u306e\u5272\u308a\u5f53\u3066\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306e\u8ffd\u8de1\u3001\u30ea\u30fc\u30c9\u306e\u80b2\u6210\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u52b9\u679c\u7684\u306a\u30ea\u30fc\u30c9\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u3001\u6700\u521d\u306e\u63a5\u89e6\u304b\u3089\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u307e\u3067\u306e\u30ea\u30fc\u30c9\u306e\u4f53\u7cfb\u7684\u306a\u7de8\u6210\u304c\u542b\u307e\u308c\u307e\u3059\u3002InvestGlass\u306eCRM\u306f\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7ba1\u7406\u3059\u308b\u30c4\u30fc\u30eb\u306e\u4e00\u3064\u3067\u3059\u3002\u307e\u305f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3057\u306a\u304c\u3089\u3001\u30ea\u30fc\u30c9\u3068\u6a5f\u4f1a\u3092\u8ffd\u8de1\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u30ea\u30fc\u30c9\u7ba1\u7406\u306f\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u3092\u9ad8\u3081\u3001\u3088\u308a\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u69cb\u7bc9\u3057\u307e\u3059\u3002\u4ee5\u4e0b\u306e\u30b5\u30d6\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u30ea\u30fc\u30c9\u306e\u5272\u308a\u5f53\u3066\u3068\u8ffd\u8de1\u3001\u304a\u3088\u3073\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u3064\u3044\u3066\u8a73\u3057\u304f\u8aac\u660e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-sovreignty-and-residency\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u5c45\u4f4f\u6a29<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%aa%e3%82%b9%e3%82%af%e7%ae%a1%e7%90%86-%e3%82%b9%e3%82%a4%e3%82%b9%e3%81%ae%e4%b8%bb%e6%a8%a9\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30c7\u30fc\u30bf\u4e3b\u6a29<\/a> \u7279\u306b\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u7ba1\u7406\u3059\u308b\u5834\u5408\u3001CRM 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class=\"wp-block-paragraph\">\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb CRM \u306f\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306e\u62c5\u5f53\u8005\u304c\u9867\u5ba2\u60c5\u5831\u306b\u5373\u5ea7\u306b\u30a2\u30af \u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u306e\u69d8\u3005\u306a\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u6539\u5584\u3057\u3001\u9867\u5ba2\u30b5 \u30dd\u30fc\u30c8\u3092\u3088\u308a\u52b9\u679c\u7684\u306b\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u3002\u4e00\u65b9\u3001\u5206\u6790\u578bCRM\u306f\u3001\u4f01\u696d\u304c\u904e\u53bb\u306e\u30c7\u30fc\u30bf\u3092\u542b\u3080\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3057\u3001\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u3092\u7279\u5b9a\u3057\u3001\u65e2\u5b58\u9867\u5ba2\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5411\u4e0a\u3055\u305b\u3001\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u5730\u7406\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u901a\u3058\u3066\u65b0\u898f\u9867\u5ba2\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">BtoB\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u30af\u30e9\u30a6\u30c9CRM\u3084\u30b3\u30e9\u30dc\u30ec\u30fc\u30c6\u30a3\u30d6CRM\u306f\u3001\u55b6\u696d\u62c5\u5f53\u8005\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u90e8\u9580\u304c\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u9023\u643a\u3057\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u30fb\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u696d\u52d9\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u306a\u304c\u3089\u3001\u73fe\u5730\u306e\u898f\u5236\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u3068\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u30fb\u30b5\u30dd\u30fc\u30c8\u3092\u901a\u3058\u3066\u9867\u5ba2\u306e\u6e80\u8db3\u5ea6\u3092\u78ba\u4fdd\u3057\u3001\u6700\u7d42\u7684\u306b\u306f\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u9ad8\u3081\u3001\u3088\u308a\u591a\u304f\u306e\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u30d3\u30b8\u30cd\u30b9\u4e0a\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-lead-assignment-and-tracking\">\u30ea\u30fc\u30c9\u306e\u5272\u308a\u5f53\u3066\u3068\u8ffd\u8de1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u7ba1\u7406\u306b\u306f\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u3092\u9ad8\u3081\u308b\u305f\u3081\u306b\u30ea\u30fc\u30c9\u3092\u55b6\u696d\u30c1\u30fc\u30e0\u306b\u4f53\u7cfb\u7684\u306b\u5272\u308a\u5f53\u3066\u308b\u3053\u3068\u304c\u542b\u307e\u308c\u308b\u3002. <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=\"noreferrer noopener\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u3053\u3068\u3067\u30ea\u30fc\u30c9\u7ba1\u7406\u3092\u652f\u63f4\u3057\u307e\u3059\u3002<\/a>, \u95a2\u9023\u60c5\u5831\u3092\u78ba\u5b9f\u306b\u63d0\u4f9b\u3057\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d0\u30a4\u30e4\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u5404\u30b9\u30c6\u30fc\u30b8\u306f\u3001\u30bb\u30fc\u30eb\u30b9\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u540c\u69d8\u306e\u30b9\u30c6\u30fc\u30b8\u306b\u5bfe\u5fdc\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u3053\u306e\u95a2\u9023\u6027\u306f\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u52b9\u679c\u7684\u306a\u9032\u884c\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u30ea\u30fc\u30c9\u306e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3067\u306f\u3001\u6700\u8fd1\u306e\u6d3b\u52d5\u3001\u904e\u53bb\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30af\u30ec\u30fc\u30e0\u306a\u3069\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30ea\u30fc\u30c9\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u5305\u62ec\u7684\u306b\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-personalized-communication\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u5bfe\u8a71\u3092\u3088\u308a\u9069\u5207\u3067\u6709\u610f\u7fa9\u306a\u3082\u306e\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3002. <a href=\"https:\/\/www.investglass.com\/ja\/%e5%8f%8e%e7%9b%8a%e3%82%92%e6%9c%80%e5%a4%a7%e5%8c%96%e3%81%99%e3%82%8b%e5%96%b6%e6%a5%ad%e3%83%91%e3%82%a4%e3%83%97%e3%83%a9%e3%82%a4%e3%83%b3%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u5f37\u529b\u306a\u9867\u5ba2\u306e\u69cb\u7bc9<\/a> \u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u4eba\u9593\u95a2\u4fc2\u304c\u80b2\u307e\u308c\u3001\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3068\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u3001\u30c7\u30fc\u30bf\u3001\u55dc\u597d\u306b\u57fa\u3065\u3044\u3066\u30e1\u30c3\u30bb\u30fc\u30b8\u3084\u30aa\u30d5\u30a1\u30fc\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u304c\u751f\u307e\u308c\u3001\u52b9\u679c\u7684\u306b\u30ea\u30fc\u30c9\u3092\u80b2\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u30c9\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u4e3b\u306a\u5229\u70b9 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%88%e3%83%83%e3%83%97%e3%83%bb%e3%83%94%e3%83%83%e3%82%af%ef%bc%9a2024%e5%b9%b4%e3%80%81%e5%ad%a6%e7%94%9f%e3%82%a8%e3%83%b3%e3%82%b2%e3%83%bc%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%82%92\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u9ad8\u3044\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u542b\u307e\u308c\u308b<\/a> \u7387\u3001\u9867\u5ba2\u7dad\u6301\u7387\u306e\u5411\u4e0a\u3001\u8ca9\u58f2\u8ee2\u63db\u7387\u306e\u4e0a\u6607\u3092\u5b9f\u73fe\u3057\u305f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-enhancing-sales-processes-and-opportunity-tracking\">\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3068\u30aa\u30dd\u30c1\u30e5\u30cb\u30c6\u30a3\u30fb\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306e\u5f37\u5316<\/h2>\n\n\n<div class=\"wp-block-image size-large wp-image-40520\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024-1024x701.png\" alt=\"\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u30d3\u30e5\u30fc\" class=\"wp-image-40520\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024-768x525.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u30d3\u30e5\u30fc<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u7ba1\u7406\u306f\u3001\u30ea\u30fc\u30c9\u306e\u751f\u6210\u304b\u3089\u305d\u306e\u30ea\u30fc\u30c9\u3092\u8ca9\u58f2\u306b\u3064\u306a\u3052\u308b\u307e\u3067\u306e\u5168\u884c\u7a0b\u3092\u7db2\u7f85\u3057\u307e\u3059\u3002CRM\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u52b9\u679c\u7684\u306a\u30bb\u30fc\u30eb\u30b9\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u7ba1\u7406\u3092\u652f\u63f4\u3057\u3001\u4f01\u696d\u306f\u30ea\u30fc\u30c9\u304c\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u901a\u904e\u3059\u308b\u6a5f\u4f1a\u3092\u8ffd\u8de1\u3057\u3001\u30bb\u30fc\u30eb\u30b9\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002A <a href=\"https:\/\/www.investglass.com\/ja\/the-4-best-lead-scoring-models-in-2023-examples\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0<\/a> \u306f\u3001\u3055\u307e\u3056\u307e\u306a\u57fa\u6e96\u306b\u57fa\u3065\u3044\u3066\u30dd\u30a4\u30f3\u30c8\u3092\u5272\u308a\u5f53\u3066\u308b\u3053\u3068\u3067\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u53ef\u80fd\u6027\u306b\u57fa\u3065\u3044\u3066\u30ea\u30fc\u30c9\u306b\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u80fd\u529b\u3084\u7a3c\u50cd\u7387\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u57fa\u6e96\u306b\u57fa\u3065\u3044\u3066\u30ea\u30fc\u30c9\u3092\u5206\u914d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u9593\u3067\u30ea\u30fc\u30c9\u3092\u516c\u5e73\u306b\u5206\u914d\u3059\u308b\u305f\u3081\u306b\u3001\u30e9\u30a6\u30f3\u30c9\u30ed\u30d3\u30f3\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u304c\u63a1\u7528\u3055\u308c\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002. <a href=\"https:\/\/www.investglass.com\/ja\/%e8%b2%a9%e5%a3%b2%e7%ae%a1%e7%90%86%e3%81%ab%e6%9c%80%e9%81%a9%e3%81%aa%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm%e3%81%ae%e6%a9%9f%e8%83%bd%e3%83%a1%e3%83%aa%e3%83%83%e3%83%88\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u8ca9\u58f2\u306b\u95a2\u3059\u308b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u53ef\u8996\u6027\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/a> \u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306f\u3001\u6a5f\u4f1a\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u306e\u305f\u3081\u306e\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-sales-pipeline-management\">\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u306f\u3001\u5404\u30ea\u30fc\u30c9\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u62c5\u5f53\u8005\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u55b6\u696d\u62c5\u5f53\u8005\u306f\u3069\u306e\u30ea\u30fc\u30c9\u3092\u8ffd\u6c42\u3059\u3079\u304d\u304b\u3001\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u6a5f\u80fd\u306f\u3001\u73fe\u5728\u306e\u30ea\u30fc\u30c9\u3068\u6848\u4ef6\u3092\u8996\u899a\u7684\u306b\u8868\u793a\u3057\u3001\u3069\u306e\u30ea\u30fc\u30c9\u306b\u6ce8\u529b\u3059\u3079\u304d\u304b\u3092\u5224\u65ad\u3059\u308b\u80fd\u529b\u3092\u9ad8\u3081\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u73fe\u5728\u306e\u30b9\u30c6\u30fc\u30b8\u306b\u57fa\u3065\u3044\u3066\u6848\u4ef6\u3092\u6574\u7406\u3057\u3001\u9032\u6357\u3092\u8ffd\u8de1\u3059\u308b\u305f\u3081\u306e\u55b6\u696d\u6307\u6a19\u3092\u7d44\u307f\u8fbc\u3080\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9032\u6357\u72b6\u6cc1\u306e\u628a\u63e1\u3068\u52b9\u679c\u7684\u306a\u55b6\u696d\u7ba1\u7406\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u8996\u899a\u7684\u306b\u6574\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u306f\u696d\u52d9\u91cf\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3057\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u306e\u9ad8\u3044\u30ea\u30fc\u30c9\u306b\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-sales-forecasting\">\u58f2\u4e0a\u4e88\u6e2c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u5927\u91cf\u306e\u30c7\u30fc\u30bf\u3092\u51e6\u7406\u3057\u3066\u5c06\u6765\u306e\u58f2\u4e0a\u3092\u4e88\u6e2c\u3057\u307e\u3059\u3002\u8ca9\u58f2\u4e88\u6e2c\u306b\u304a\u3051\u308b\u4e88\u6e2c\u30e2\u30c7\u30ea\u30f3\u30b0\u306f\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u52b9\u7387\u3092\u304a\u304a\u3088\u305d\u7406\u89e3\u3057\u3001\u3088\u308a\u52b9\u679c\u7684\u306a\u6226\u7565\u7acb\u6848\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u55b6\u696d\u62c5\u5f53\u8005\u306f\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3092\u660e\u78ba\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u6b63\u78ba\u306a\u4e88\u6e2c\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u904e\u53bb\u306e\u58f2\u4e0a\u3068\u73fe\u5728\u306e\u30ea\u30fc\u30c9\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u5c06\u6765\u306e\u55b6\u696d\u6d3b\u52d5\u306b\u3064\u3044\u3066\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u4e88\u6e2c\u80fd\u529b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u6700\u9069\u5316\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e8%a6%8b%e8%be%bc%e3%81%bf%e5%ae%a2%e3%81%8c%e8%b2%b7%e3%81%a3%e3%81%a6%e3%81%8f%e3%82%8c%e3%81%aa%e3%81%845%e3%81%a4%e3%81%ae%e7%90%86%e7%94%b1\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u8ca9\u58f2\u6226\u7565<\/a> \u305d\u3057\u3066\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-strong-customer-relationships\">\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u306e\u69cb\u7bc9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u6210\u529f\u3055\u305b\u308b\u57fa\u76e4\u3067\u3042\u308b\u3002\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u3068\u306f\u3001\u4f01\u696d\u304c\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u3088\u308a\u7d44\u7e54\u7684\u304b\u3064\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9023\u7d61\u5148\u60c5\u5831\u3001\u8cfc\u8cb7\u5c65\u6b74\u3001\u55dc\u597d\u306a\u3069\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u8ffd\u8de1\u30fb\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u60c5\u5831\u306f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u5275\u9020\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u3001\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u9ad8\u3081\u308b\u305f\u3081\u306b\u4f7f\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306b\u306f\u3001\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3001\u55dc\u597d\u3001\u884c\u52d5\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u3053\u308c\u306f\u3001\u4eba\u53e3\u7d71\u8a08\u60c5\u5831\u3001\u8cfc\u8cb7\u5c65\u6b74\u3001\u9867\u5ba2\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306a\u3069\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u30fb\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u9054\u6210\u3067\u304d\u308b\u3002\u3053\u306e\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306e\u8abf\u6574\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u6539\u5584\u3001\u58f2\u4e0a\u5897\u306b\u5f79\u7acb\u3064\u30d1\u30bf\u30fc\u30f3\u3084\u50be\u5411\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u306f\u3001\u4fe1\u983c\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u76f8\u4e92\u5229\u76ca\u306e\u4e0a\u306b\u7bc9\u304b\u308c\u308b\u3002\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u512a\u5148\u3059\u308b\u4f01\u696d\u306f\u3001\u9867\u5ba2\u3092\u7dad\u6301\u3057\u3001\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u9ad8\u3081\u3001\u9577\u671f\u7684\u306a\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u306b\u306f <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%8bcrm%e3%81%ae%e5%b0%8e%e5%85%a5%e6%96%b9%e6%b3%95\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u52b9\u679c\u7684\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306e\u5b9f\u65bd<\/a> \u6226\u7565\u306b\u3088\u3063\u3066\u3001\u4f01\u696d\u306f\u6210\u529f\u3092\u5c0e\u304f\u5f37\u529b\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-delivering-superior-customer-service\">\u512a\u308c\u305f\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b<\/h2>\n\n\n<div class=\"wp-block-image size-large wp-image-41962\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"596\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/09\/incident-1-1024x596.png\" alt=\"InvestGlass\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\" class=\"wp-image-41962\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/09\/incident-1-1024x596.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/09\/incident-1-300x175.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/09\/incident-1-768x447.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/09\/incident-1.png 1502w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u30c1\u30fc\u30e0\u306b\u9867\u5ba2\u306e\u5c65\u6b74\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u3088\u308a\u826f\u3044\u30b5\u30dd\u30fc\u30c8\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3001\u554f\u984c\u3001\u8981\u671b\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3057\u3001\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u3001\u82e6\u60c5\u3092\u6e1b\u3089\u3059\u3053\u3068\u3067\u3001\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002CRM\u30c4\u30fc\u30eb\u306e\u6d3b\u7528\u306f\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u696d\u52d9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30c1\u30fc\u30e0\u306f\u3084\u308a\u53d6\u308a\u3092\u8ffd\u8de1\u3057\u3001\u305d\u308c\u306b\u5fdc\u3058\u3066\u5bfe\u5fdc\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3092\u901a\u3058\u3066\u9867\u5ba2\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3084\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u3055\u3089\u306b\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306e\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u30c7\u30fc\u30bf\u304b\u3089\u5f97\u3089\u308c\u308b\u9867\u5ba2\u30a4\u30f3\u30b5\u30a4\u30c8\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u696d\u52d9\u3092\u6539\u5584\u3057\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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href=\"https:\/\/www.investglass.com\/ja\/%e3%83%95%e3%82%a3%e3%83%b3%e3%83%86%e3%83%83%e3%82%af%e3%83%bb%e3%82%b3%e3%83%b3%e3%82%b5%e3%83%ab%e3%82%bf%e3%83%b3%e3%83%88%e3%81%ae%e4%bb%95%e4%ba%8b\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u4e8b\u696d\u6226\u7565\u306f\u5546\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3092\u5f37\u5316\u3059\u308b<\/a> \u54c1\u8cea\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u7a4d\u6975\u7684\u306b\u6c42\u3081\u3001\u53d6\u308a\u5165\u308c\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u306e\u671f\u5f85\u306b\u5fdc\u3048\u3001\u63d0\u4f9b\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u3088\u308a\u5f37\u304f\u3001\u3088\u308a\u5fe0\u5b9f\u306a\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u69cb\u7bc9\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-utilizing-data-analysis-and-insights\">\u30c7\u30fc\u30bf\u5206\u6790\u3068\u6d1e\u5bdf\u306e\u6d3b\u7528<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30c7\u30fc\u30bf\u306f\u3001\u9867\u5ba2\u306e\u884c\u52d5\u3084\u55dc\u597d\u306b\u95a2\u3059\u308b\u8cb4\u91cd\u306a\u60c5\u5831\u3092\u63d0\u4f9b\u3059\u308b\u3002\u307e\u305f\u3001\u5e02\u5834\u306e\u91cd\u8981\u306a\u30c8\u30ec\u30f3\u30c9\u3082\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3059\u3002\u8cfc\u8cb7\u5c65\u6b74\u3084\u30ea\u30fc\u30c9\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3084\u30e1\u30c3\u30bb\u30fc\u30b8\u6226\u7565\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u304b\u3089\u30c8\u30ec\u30f3\u30c9\u3084\u30da\u30a4\u30f3\u30dd\u30a4\u30f3\u30c8\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u306f\u3001\u52b9\u679c\u7684\u306a\u6539\u5584\u6226\u7565\u306e\u5b9f\u65bd\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u308b\u58f2\u4e0a\u4e88\u6e2c\u306f\u3001\u5927\u91cf\u306e\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u50be\u5411\u3092\u628a\u63e1\u3057\u3001\u6226\u7565\u7acb\u6848\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u30cd\u30c3\u30c8\u30fb\u30d7\u30ed\u30e2\u30fc\u30bf\u30fc\u30fb\u30b9\u30b3\u30a2\uff08Net Promoter Score\uff09\u306a\u3069\u306e\u6307\u6a19\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u6e2c\u5b9a\u3057\u3001\u30b5\u30fc\u30d3\u30b9\u5411\u4e0a\u306b\u5f79\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reporting-and-analytics\">\u30ec\u30dd\u30fc\u30c8\u3068\u5206\u6790<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3068\u5206\u6790\u6a5f\u80fd\u306f\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u306e\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3068\u6210\u529f\u306e\u6e2c\u5b9a\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u55b6\u696d\u5b9f\u7e3e\u306f\u3001\u30ec\u30dd\u30fc\u30c8\u3068\u5206\u6790\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u52b9\u679c\u7684\u306b\u8981\u7d04\u3055\u308c\u3001\u30c1\u30fc\u30e0\u306b\u9032\u6357\u72b6\u6cc1\u3092\u628a\u63e1\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u5408 <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=\"noreferrer noopener\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u3092\u5099\u3048\u305fCRM\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u6b21\u306e\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/a> \u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8ffd\u8de1\u3057\u3001\u4eca\u5f8c\u306e\u53d6\u308a\u7d44\u307f\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u3063\u3066\u751f\u6210\u3055\u308c\u305f\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u69d8\u3005\u306a\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u3001\u69d8\u3005\u306a\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3067\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-predictive-analytics\">\u4e88\u6e2c\u5206\u6790<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306b\u304a\u3051\u308b\u4e88\u6e2c\u5206\u6790\u306f\u3001\u4f01\u696d\u304c\u9867\u5ba2\u306e\u884c\u52d5\u3084\u8ca9\u58f2\u50be\u5411\u3092\u3088\u308a\u6b63\u78ba\u306b\u4e88\u6e2c\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002CRM\u306eAI\u642d\u8f09\u30c4\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u3088\u308a\u6df1\u304f\u6d1e\u5bdf\u3059\u308b\u3053\u3068\u3067\u3001\u4e88\u6e2c\u5206\u6790\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u306b\u304a\u3051\u308b\u4e88\u6e2c\u30e2\u30c7\u30ea\u30f3\u30b0\u306f\u6b21\u306e\u3088\u3046\u306a\u3053\u3068\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%80%e3%82%82%e5%8a%b9%e6%9e%9c%e7%9a%84%e3%81%aa5%e3%81%a4%e3%81%ae%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u4f01\u696d\u306f\u9867\u5ba2\u306e\u884c\u52d5\u3092\u4e88\u6e2c\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3092\u6700\u9069\u5316\u3059\u308b<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6d1e\u5bdf\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3044\u3001\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3092\u5148\u53d6\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-improving-efficiency-and-productivity\">\u52b9\u7387\u3068\u751f\u7523\u6027\u306e\u5411\u4e0a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u7387\u6027\u3068\u751f\u7523\u6027\u306e\u5411\u4e0a\u306f\u3001\u4eca\u65e5\u306e\u3081\u307e\u3050\u308b\u3057\u3044\u5e02\u5834\u7af6\u4e89\u306e\u4e2d\u3067\u4f01\u696d\u304c\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u4f01\u696d\u304c\u8ca9\u58f2\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u52b9\u7387\u6027\u3068\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30c7\u30fc\u30bf\u5165\u529b\u3084\u30ea\u30fc\u30c9\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306a\u3069\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30ef\u30fc\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u3092\u4eba\u9593\u95a2\u4fc2\u306e\u69cb\u7bc9\u3084\u53d6\u5f15\u306e\u30af\u30ed\u30fc\u30b8\u30f3\u30b0\u3068\u3044\u3063\u305f\u4fa1\u5024\u306e\u9ad8\u3044\u6d3b\u52d5\u306b\u96c6\u4e2d\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3055\u3089\u306b\u3001CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u53ef\u8996\u5316\u3067\u304d\u308b\u305f\u3081\u3001\u4f01\u696d\u306f\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3084\u55dc\u597d\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684 <a href=\"https:\/\/www.investglass.com\/ja\/roi%e3%82%92%e6%9c%80%e5%a4%a7%e5%8c%96%e3%81%99%e3%82%8b-crm%e5%b0%8e%e5%85%a5%e3%82%b3%e3%82%b9%e3%83%88%e3%81%ae%e3%83%80%e3%82%a4%e3%83%8a%e3%83%9f%e3%82%af%e3%82%b9%e3%82%92%e7%90%86%e8%a7%a3\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM\u306e\u5c0e\u5165\u306f\u3001\u4f01\u696d\u306e\u30b3\u30b9\u30c8\u524a\u6e1b\u306b\u3082\u5f79\u7acb\u3064<\/a> \u305d\u3057\u3066\u3001\u30ea\u30bd\u30fc\u30b9\u914d\u5206\u3092\u6539\u5584\u3059\u308b\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u884c\u52d5\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30d7\u30ed\u30bb\u30b9\u306e\u6700\u9069\u5316\u3001\u7121\u99c4\u306e\u524a\u6e1b\u3001\u751f\u7523\u6027\u306e\u5411\u4e0a\u304c\u53ef\u80fd\u306a\u9818\u57df\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u52b9\u7387\u3092\u6539\u5584\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u53ce\u76ca\u3092\u5897\u3084\u3057\u3001\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-continuous-improvement-of-crm-practices\">CRM\u306e\u7d99\u7d9a\u7684\u6539\u5584<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u53cd\u5fa9\u7684\u3067\u3042\u308a\u3001\u9867\u5ba2\u3068\u306e\u5bfe\u8a71\u3084\u30c7\u30fc\u30bf\u306e\u6d1e\u5bdf\u306b\u57fa\u3065\u3044\u3066\u7d99\u7d9a\u7684\u306a\u8abf\u6574\u3068\u5f37\u5316\u304c\u5fc5\u8981\u3067\u3042\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002CRM\u6226\u7565\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u4e3b\u8981\u306a\u6d3b\u52d5\u306b\u306f\u3001\u30c7\u30fc\u30bf\u306e\u5206\u6790\u3001\u5b9f\u65bd\u3057\u305f\u6226\u7565\u306e\u52b9\u679c\u8a55\u4fa1\u3001\u9032\u5316\u3059\u308b\u9867\u5ba2\u30cb\u30fc\u30ba\u3078\u306e\u9069\u5fdc\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u30ac\u30d0\u30ca\u30f3\u30b9\u30dd\u30ea\u30b7\u30fc\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u53ce\u96c6\u3057\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u54c1\u8cea\u3068\u6b63\u78ba\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u7d99\u7d9a\u7684\u306a\u6539\u5584\u306b\u3088\u308a\u3001CRM \u306e\u5b9f\u8df5\u306f\u52b9\u679c\u7684\u3067\u3042\u308a\u7d9a\u3051\u3001\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u6cbf\u3063\u305f\u3082\u306e\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aligning-crm-strategy-with-business-goals\">CRM\u6226\u7565\u3068\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306e\u6574\u5408\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e5%90%88%e6%b3%95%e7%9a%84%e3%81%aa%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9%e3%81%8b%e3%81%a9%e3%81%86%e3%81%8b%e3%82%92%e7%a2%ba%e8%aa%8d%e3%81%99%e3%82%8b%e6%96%b9%e6%b3%95-kyb%e3%81%ae%e8%aa%ac\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30d3\u30b8\u30cd\u30b9\u3092\u77e5\u308b<\/a> \u76ee\u6a19\u306f\u3001\u52b9\u679c\u7684\u306aCRM\u6226\u7565\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002CRM\u6226\u7565\u3092\u7b56\u5b9a\u3059\u308b\u969b\u306b\u8003\u616e\u3059\u3079\u304d\u8981\u7d20 <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=\"noreferrer noopener\">\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u6cbf\u3063\u305fCRM\u6226\u7565<\/a> \u5bfe\u8c61\u8aad\u8005\u3001\u696d\u754c\u52d5\u5411\u3001\u7af6\u5408\u72b6\u6cc1\u306a\u3069\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u55dc\u597d\u3084\u884c\u52d5\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001CRM\u306e\u6d3b\u52d5\u3092\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u5408\u81f4\u3055\u305b\u308b\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u3053\u306e\u9023\u643a\u306b\u3088\u308a\u3001CRM\u306e\u53d6\u308a\u7d44\u307f\u304c\u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u306e\u6210\u529f\u306b\u8ca2\u732e\u3059\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n<div class=\"wp-block-image size-large wp-image-34713\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"684\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/xvs-ukuouao-1024x684.jpg\" alt=\"\u6700\u65b0\u306e\u30c1\u30a7\u30c3\u30af\u30a2\u30a6\u30c8\u3092InvestGlass CRM\u306b\u63a5\u7d9a\u3059\u308b\" class=\"wp-image-34713\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/xvs-ukuouao-1024x684.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/xvs-ukuouao-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/xvs-ukuouao-768x513.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/xvs-ukuouao-1536x1025.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/xvs-ukuouao.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u6700\u65b0\u306e\u30c1\u30a7\u30c3\u30af\u30a2\u30a6\u30c8\u3092InvestGlass CRM\u306b\u63a5\u7d9a\u3059\u308b<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regular-training-and-updates\">\u5b9a\u671f\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u6700\u65b0\u60c5\u5831<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f53\u7cfb\u7684\u306a\u793e\u54e1\u7814\u4fee\u8a08\u753b\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3067\u3001\u4ee5\u4e0b\u306e\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002 <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=\"noreferrer noopener\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306e\u52b9\u679c\u7684\u306a\u4f7f\u3044\u65b9\u3092\u30c1\u30fc\u30e0\u306b\u6307\u5c0e\u3059\u308b\u3002<\/a>. .\u69d8\u3005\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u65b9\u6cd5\u3092\u53d6\u308a\u5165\u308c\u308b\u3053\u3068\u3067\u3001\u69d8\u3005\u306a\u5b66\u7fd2\u30b9\u30bf\u30a4\u30eb\u306b\u5bfe\u5fdc\u3057\u3001\u5f93\u696d\u54e1\u306eCRM\u306b\u5bfe\u3059\u308b\u7406\u89e3\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f93\u696d\u54e1\u304cCRM\u306b\u95a2\u3059\u308b\u77e5\u8b58\u3092\u4fdd\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u30e6\u30fc\u30b6\u30fc\u30de\u30cb\u30e5\u30a2\u30eb\u306a\u3069\u306e\u30ea\u30bd\u30fc\u30b9\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u5f93\u696d\u54e1\u304c\u65b0\u6a5f\u80fd\u3092\u52b9\u679c\u7684\u306b\u4f7f\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u3001CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u304c\u3042\u308b\u305f\u3073\u306b\u3001\u518d\u6559\u80b2\u30b3\u30fc\u30b9\u3092\u4e88\u5b9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-effective-crm-implementation\">\u52b9\u679c\u7684\u306aCRM\u306e\u5c0e\u5165<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u304c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306e\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u306f\u3001CRM\u306e\u52b9\u679c\u7684\u306a\u5c0e\u5165\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u55b6\u696d\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u52b9\u7387\u5316\u3057\u3001\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u52b9\u679c\u7684\u306a\u5c0e\u5165\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>CRM\u306e\u76ee\u6a19\u3068\u76ee\u7684\u306e\u5b9a\u7fa9<\/li>\n\n\n\n<li>\u9069\u5207\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u629e<\/li>\n\n\n\n<li>CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165<\/li>\n\n\n\n<li>CRM\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u95a2\u3059\u308b\u793e\u54e1\u7814\u4fee<\/li>\n\n\n\n<li>CRM\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3068\u8a55\u4fa1<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30b9\u30c6\u30c3\u30d7\u306b\u5f93\u3046\u3053\u3068\u3067\u3001\u4f01\u696d\u306fCRM\u5c0e\u5165\u3092\u78ba\u5b9f\u306b\u6210\u529f\u3055\u305b\u3001\u771f\u306e\u6210\u679c\u3092\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u306b\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3001\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a\u3001\u53ce\u76ca\u6210\u9577\u306e\u4fc3\u9032\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001\u52b9\u679c\u7684\u306aCRM\u306e\u5c0e\u5165\u306b\u306f\u3001\u7d99\u7d9a\u7684\u306a\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u3068\u30b5\u30dd\u30fc \u30c8\u304c\u5fc5\u8981\u3067\u3059\u3002\u3053\u308c\u306b\u306f\u3001CRM \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5b9a\u671f\u7684\u306a\u66f4\u65b0\u3001\u5f93\u696d\u54e1\u3078\u306e\u7d99\u7d9a\u7684\u306a\u30c8\u30ec\u30fc \u30cb\u30f3\u30b0\u3068\u30b5\u30dd\u30fc\u30c8\u3001CRM \u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3068\u8a55 \u4fa1\u306a\u3069\u304c\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306aCRM\u306e\u5c0e\u5165\u3092\u512a\u5148\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u4ee5\u4e0b\u306e\u3053\u3068\u3092\u78ba\u5b9f\u306b\u5b9f\u73fe\u3067\u304d\u308b\u3002 <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=\"noreferrer noopener\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u3078\u306e\u53d6\u308a\u7d44\u307f\u306f\u6210\u529f\u3057\u3066\u3044\u308b<\/a> \u305d\u3057\u3066\u9577\u671f\u7684\u306a\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-selecting-the-right-crm-solution\">\u9069\u5207\u306aCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u9078\u629e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5c0e\u5165\u306f\u3001\u8ab0\u304cCRM\u3092\u4f7f\u7528\u3059\u308b\u306e\u304b\u3001\u307e\u305f\u305d\u306e\u5177\u4f53\u7684\u306a\u30cb\u30fc\u30ba\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3042\u308a\u3001\u9069\u5207\u306a\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002A <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=\"noreferrer noopener\">CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u3059\u3079\u3066\u306e\u57fa\u6e96\u3092\u6e80\u305f\u3055\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002<\/a> \u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u304c\u52b9\u679c\u7684\u3067\u3042\u308b\u3002\u65b0\u8208\u4f01\u696d\u306f\u3001\u6210\u9577\u671f\u5f85\u306b\u6cbf\u3063\u305f\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u3068\u30b3\u30b9\u30c8\u3092\u512a\u5148\u3059\u3079\u304d\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30b5\u30fc\u30d0\u30fc\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305fInvestGlass\u3067\u3001\u3042\u306a\u305f\u306e\u30c7\u30fc\u30bf\u304c\u5730\u653f\u5b66\u7684\u306b\u5b89\u5168\u306a\u9078\u629e\u306b\u5024\u3059\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u500b\u4eba\u4e8b\u696d\u4e3b\u304cCRM\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u306f\u3001\u8907\u96d1\u3055\u3088\u308a\u3082\u52b9\u7387\u6027\u3092\u512a\u5148\u3059\u3079\u304d\u3067\u3059\u3002\u69d8\u3005\u306aCRM\u88fd\u54c1\u304c\u69d8\u3005\u306a\u30d3\u30b8\u30cd\u30b9\u30fb\u30ab\u30c6\u30b4\u30ea\u30fc\u306b\u5229\u7528\u53ef\u80fd\u3067\u3042\u308a\u3001\u591a\u69d8\u306a\u7d44\u7e54\u306e\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u308b\u3002CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u30b3\u30b9\u30c8\u691c\u8a0e\u4e8b\u9805\u306b\u306f\u3001\u91d1\u92ad\u7684\u306a\u6295\u8cc7\u3068\u65e2\u5b58\u696d\u52d9\u306b\u5fc5\u8981\u306a\u8abf\u6574\u304c\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n<div class=\"wp-block-image size-large wp-image-35449\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/8iypumbarzo-1024x683.jpg\" alt=\"\u30b9\u30a4\u30b9\u306eCRM\" class=\"wp-image-35449\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/8iypumbarzo-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/8iypumbarzo-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/8iypumbarzo-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/8iypumbarzo-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/8iypumbarzo.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30b9\u30a4\u30b9\u306eCRM<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluating-features-and-benefits\">\u6a5f\u80fd\u3068\u5229\u70b9\u3092\u8a55\u4fa1\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u901a\u5e38\u3001\u30bb\u30fc\u30eb\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306a\u30698\u3064\u306e\u5fc5\u9808\u6a5f\u80fd\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002CRM\u304c\u65e2\u5b58\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\uff08\u30de\u30fc\u30c6\u30af\uff09\u30c4\u30fc\u30eb\u3068\u7d71\u5408\u3067\u304d\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3001\u7d71\u5408\u306e\u554f\u984c\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u5fb9\u5e95\u7684\u306a\u6a5f\u80fd\u8a55\u4fa1\u3092\u884c\u3046\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u5c0f\u4f01\u696d\u3067\u306f\u3001\u4e0d\u5fc5\u8981\u306a\u6a5f\u80fd\u3092\u7701\u304d\u3001\u67d4\u8edf\u306a\u904b\u7528\u3092\u53ef\u80fd\u306b\u3059\u308b\u7684\u78ba\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308bCRM\u30b7\u30b9\u30c6\u30e0\u304c\u5fc5\u8981\u3068\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u304f\u3042\u308a\u307e\u3059\u3002CRM\u30c4\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306e\u3055\u307e\u3056\u307e\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-cost-considerations\">\u30b3\u30b9\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u306f\u3001\u5148\u884c\u6295\u8cc7\u30b3\u30b9\u30c8\u3068\u6f5c\u5728\u7684\u306a\u6295\u8cc7\u5bfe\u52b9\u679c\u306e\u4e21\u65b9\u3092\u8003\u616e\u3057\u305f\u30b3\u30b9\u30c8\u5206\u6790\u3092\u884c\u3046\u3053\u3068\u304c\u91cd\u8981\u3067\u3042\u308b\u3002CRM\u306e\u30c8\u30fc\u30bf\u30eb\u30b3\u30b9\u30c8\u306b\u306f\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u3001\u7d71\u5408\u8cbb\u7528\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u8cbb\u7528\u306a\u3069\u306e\u96a0\u308c\u305f\u30b3\u30b9\u30c8\u304c\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%a4%e3%83%b3%e3%83%88%e3%82%b0%e3%83%a9%e3%82%b9%e4%be%a1%e6%a0%bc\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u4fa1\u683c\u8a2d\u5b9a<\/a> \u306f\u3001\u6a5f\u80fd\u3084\u30e6\u30fc\u30b6\u30fc\u6570\u306b\u3088\u3063\u3066\u5927\u304d\u304f\u7570\u306a\u308a\u3001\u901a\u5e38\u3001\u30e6\u30fc\u30b6\u30fc1\u4eba\u5f53\u305f\u308a\u6708\u984d$10\u304b\u3089\u6570\u767e\u306e\u7bc4\u56f2\u306b\u306a\u308a\u307e\u3059\u3002\u7dcf\u5408\u7684\u306a\u30b3\u30b9\u30c8\u8a55\u4fa1\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u4e0a\u3067\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\">\u7d50\u8ad6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u7d04\u3059\u308b\u3068\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u3092\u30de\u30b9\u30bf\u30fc\u3059\u308b\u306b\u306f\u3001\u305d\u306e\u4e3b\u8981\u306a\u69cb\u6210\u8981\u7d20\u3068\u5229\u70b9\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u30d6\u30e9\u30f3\u30c9\u8a8d\u77e5\u3084\u30ea\u30fc\u30c9\u306e\u5275\u51fa\u304b\u3089\u3001\u512a\u308c\u305f\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u63d0\u4f9b\u3084\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u80b2\u6210\u306b\u81f3\u308b\u307e\u3067\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u529f\u306b\u306f\u5404\u30b9\u30c6\u30c3\u30d7\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002\u52b9\u679c\u7684\u306a\u30c7\u30fc\u30bf\u5206\u6790\u3068CRM\u306e\u7d99\u7d9a\u7684\u306a\u6539\u5584\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5e38\u306b\u6642\u4ee3\u306e\u5148\u7aef\u3092\u884c\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306aCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u5408\u81f4\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u6e80\u8db3\u5ea6\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3001\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u6226\u7565\u3092\u6210\u529f\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u6210\u9577\u3092\u4fc3\u9032\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6539\u5584\u3057\u3001\u6700\u7d42\u7684\u306b\u306f\u53ce\u76ca\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u306e\u30d1\u30ef\u30fc\u3092\u53d6\u308a\u5165\u308c\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u4eca\u3059\u3050\u5909\u9769\u3057\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-primary-purpose-of-investglass-crm\">InvestGlass CRM\u306e\u4e3b\u306a\u76ee\u7684\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u4e3b\u306a\u76ee\u7684\u306f\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u58f2\u4e0a\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u308c\u306f\u3001\u52b9\u7387\u6027\u306e\u5411\u4e0a\u3068\u53ce\u76ca\u306e\u5897\u52a0\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-is-data-quality-important-in-crm\">\u306a\u305cCRM\u3067\u306f\u30c7\u30fc\u30bf\u54c1\u8cea\u304c\u91cd\u8981\u306a\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u54c1\u8cea\u306f\u3001\u52b9\u679c\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u3068\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u306e\u6210\u529f\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u3001CRM\u306b\u304a\u3044\u3066\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u30c7\u30fc\u30bf\u54c1\u8cea\u304c\u4f4e\u3044\u3068\u3001\u8a18\u9332\u304c\u4e71\u308c\u305f\u308a\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u7406\u89e3\u306b\u8ab2\u984c\u304c\u751f\u3058\u305f\u308a\u3057\u307e\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001CRM\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u9ad8\u54c1\u8cea\u306a\u30c7\u30fc\u30bf\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-crm-enhance-customer-service\">CRM\u306f\u3069\u306e\u3088\u3046\u306b\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u3001\u30c1\u30fc\u30e0\u304c\u5305\u62ec\u7684\u306a\u9867\u5ba2\u5c65\u6b74\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u3001\u3088\u308a\u826f\u3044\u30b5\u30dd\u30fc\u30c8\u3068\u8fc5\u901f\u306a\u6848\u4ef6\u89e3\u6c7a\u3092\u4fc3\u9032\u3057\u3001\u6700\u7d42\u7684\u306b\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3068\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-benefits-of-personalized-communication-in-crm\">CRM\u306b\u304a\u3051\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u30c9\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5229\u70b9\u3068\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306b\u304a\u3051\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9069\u5207\u3067\u610f\u5473\u306e\u3042\u308b\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u4fdd\u8a3c\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\u6700\u7d42\u7684\u306b\u306f\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u306e\u3088\u308a\u5f37\u3044\u95a2\u4fc2\u304c\u80b2\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-factors-should-be-considered-when-selecting-a-crm-solution\">CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u8003\u616e\u3059\u3079\u304d\u8981\u7d20\u3068\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u30cb\u30fc\u30ba\u3001\u5e0c\u671b\u3059\u308b\u6a5f\u80fd\u3001\u7d71\u5408\u6a5f\u80fd\u3001\u62e1\u5f35\u6027\u3001\u30b3\u30b9\u30c8\u3001\u6f5c\u5728\u7684\u306a\u6295\u8cc7\u53ce\u76ca\u7387\u306a\u3069\u3092\u8003\u616e\u3059\u308b\u3053\u3068\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u8981\u7d20\u306f\u3001\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u7d44\u7e54\u306e\u8981\u4ef6\u3092\u52b9\u679c\u7684\u306b\u6e80\u305f\u3059\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>The customer relationship management process is essential for helping businesses organize and optimize interactions throughout the customer journey. By focusing on key steps such as lead generation, customer data management, and improving service quality, businesses can enhance relationships, boost sales, and achieve greater customer satisfaction. For organizations prioritizing data sovereignty and residency, solutions like InvestGlass available on-premise or hosted on the Swiss Cloud offer unparalleled security and compliance to support these goals. Key Takeaways Understanding the CRM Process Customer relationship management is more than just a system; it\u2019s a strategic approach that helps businesses manage interactions with customers to drive sales growth and improve relationships. Staying connected to customers and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":31206,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[835],"class_list":["post-42839","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-customer-relationship-management-process"],"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>Understanding the Customer Relationship Management Process for Success<\/title>\n<meta name=\"description\" content=\"Explore the essential steps of the Customer Relationship Management process to enhance your business success. Discover practical strategies in our article.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u3092\u30de\u30b9\u30bf\u30fc\u3059\u308b\u4e3b\u306a\u30b9\u30c6\u30c3\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mastering the Customer Relationship Management Process: Key Steps and Benefits\" \/>\n<meta property=\"og:description\" content=\"The customer relationship management process is essential for helping\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u3092\u30de\u30b9\u30bf\u30fc\u3059\u308b\u4e3b\u306a\u30b9\u30c6\u30c3\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" 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