{"id":43523,"date":"2025-02-21T11:00:00","date_gmt":"2025-02-21T10:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=43523"},"modified":"2025-03-25T12:06:33","modified_gmt":"2025-03-25T11:06:33","slug":"%e3%82%b9%e3%83%a0%e3%83%bc%e3%82%ba%e3%81%aa%e7%a7%bb%e8%a1%8c%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e5%bf%85%e9%a0%88%e3%82%b9%e3%83%86%e3%83%83%e3%83%97","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-switch-crm-essential-steps-for-a-smooth-transition\/","title":{"rendered":"CRM\u3092\u4e57\u308a\u63db\u3048\u308b\u65b9\u6cd5\uff1a\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u306e\u305f\u3081\u306e\u5fc5\u9808\u30b9\u30c6\u30c3\u30d7"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0 <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\/\">CRM\u30b7\u30b9\u30c6\u30e0<\/a> \u3057\u304b\u3057\u3001\u305d\u306e\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3082\u3057\u73fe\u5728\u306eCRM\u304c\u8cb4\u793e\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3066\u3044\u306a\u3044\u306e\u3067\u3042\u308c\u3070\u3001\u8cb4\u793e\u306f\u6b63\u3057\u3044\u5834\u6240\u306b\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306f\u3001\u52b9\u7387\u6027\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u9867\u5ba2\u7dad\u6301\u3001\u53ce\u76ca\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u305f\u3081\u3001\u4f01\u696d\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001CRM\u3092\u5207\u308a\u66ff\u3048\u308b\u65b9\u6cd5\u306b\u3064\u3044\u3066\u77e5\u3063\u3066\u304a\u304f\u5fc5\u8981\u304c\u3042\u308b\u3059\u3079\u3066\u3092\u30ab\u30d0\u30fc\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fc5\u8981\u6027\u306e\u7279\u5b9a\u3001\u4e3b\u8981\u306a\u5229\u5bb3\u95a2\u4fc2\u8005\u306e\u95a2\u4e0e\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u8a08\u753b\u3001\u30c1\u30fc\u30e0\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u306b\u306f\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb\u306e\u4f7f\u7528\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u79fb\u884c\u3092\u30b9\u30e0\u30fc\u30ba\u306b\u6210\u529f\u3055\u305b\u307e\u3057\u3087\u3046\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>Recognize when your current CRM isn\u2019t cutting it look for outdated features, scalability issues, and poor user adoption.<\/li>\n\n\n\n<li>\u4e3b\u8981\u306a\u5229\u5bb3\u95a2\u4fc2\u8005\u3092\u6700\u521d\u304b\u3089\u53c2\u52a0\u3055\u305b\u3001\u5168\u54e1\u304c\u540c\u3058\u8003\u3048\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3001\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u901a\u3057\u3066\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u96c6\u3081\u308b\u3002.<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u79fb\u884c\u3092\u614e\u91cd\u306b\u8a08\u753b\u3057\u3001\u65e2\u5b58\u306e\u30c7\u30fc\u30bf\u3092\u30af\u30ea\u30fc\u30f3\u30a2\u30c3\u30d7\u3057\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u78ba\u4fdd\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u3078\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u5c0e\u5165\u306e\u305f\u3081\u306b\u5fb9\u5e95\u3057\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u884c\u3046\u3002.<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3001\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u4e2d\u306e\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u6df7\u4e71\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306e\u5909\u66f4\u7ba1\u7406\u8a08\u753b\u3092\u7b56\u5b9a\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-identify-the-need-for-a-new-crm-system\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5fc5\u8981\u6027\u3092\u7279\u5b9a\u3059\u308b<\/h2>\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\/2025\/02\/getty-images-18ysmCLnmOY-unsplash-1024x683.jpg\" alt=\"\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\" class=\"wp-image-46337\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-18ysmCLnmOY-unsplash-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-18ysmCLnmOY-unsplash-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-18ysmCLnmOY-unsplash-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-18ysmCLnmOY-unsplash-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-18ysmCLnmOY-unsplash-scaled.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5909\u66f4\u3059\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u898b\u6975\u3081\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u73fe\u5728\u306eCRM\u304c\u3082\u306f\u3084\u52b9\u679c\u7684\u306b\u30d3\u30b8\u30cd\u30b9\u306b\u5f79\u7acb\u3063\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u793a\u3059\u5146\u5019\u3068\u3057\u3066\u3001\u6642\u4ee3\u9045\u308c\u306e\u6a5f\u80fd\u3001\u4f01\u696d\u306b\u5408\u308f\u305b\u3066\u62e1\u5f35\u3067\u304d\u306a\u3044\u3053\u3068\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u5c0e\u5165\u7387\u304c\u4f4e\u3044\u3053\u3068\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u5146\u5019\u306f\u3001\u8db3\u9996\u3092\u75db\u3081\u306a\u304c\u3089\u30de\u30e9\u30bd\u30f3\u306b\u6311\u6226\u3059\u308b\u306e\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u3053\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u304c\u696d\u52d9\u306b\u91cd\u5927\u306a\u652f\u969c\u3092\u304d\u305f\u3059\u53ef\u80fd\u6027\u304c\u3042\u308b\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Take a closer look at the outdated CRM that you have now. Evaluate how it facilitates your day-to-day activities and pinpoint any restrictions impeding team productivity. The lack of modern features and scalability can be detrimental to potential growth, leading situations where leads fall through cracks due to oversights, critical data ends up disorganized or lost, and staff members become increasingly discontented all stemming from subpar user engagement with the existing system. Zoho CRM, for instance, is an alternative to popular CRM systems, known for its affordability, user-friendliness, and integrated features that cater to small and mid-sized businesses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u7387\u3092\u72a0\u7272\u306b\u3059\u308b\u3053\u3068\u306a\u304f\u62e1\u5f35\u3067\u304d\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u65b0\u305f\u306aCRM\u3092\u691c\u8a0e\u3059\u308b\u969b\u306b\u306f\u3001\u4f01\u696d\u306e\u91ce\u5fc3\u306b\u6cbf\u3063\u305f\u6210\u9577\u306e\u4f59\u5730\u304c\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u9ad8\u5ea6\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308bCRM\u306b\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u9593\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u7d50\u675f\u529b\u3092\u9ad8\u3081\u308b\u3068\u540c\u6642\u306b\u3001\u52b9\u7387\u6027\u3092\u5411\u4e0a\u3055\u305b\u3001\u30bf\u30b9\u30af\u306e\u5b9f\u884c\u30b9\u30d4\u30fc\u30c9\u3068\u7cbe\u5ea6\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u306e\u6539\u5584\u306b\u3088\u308a\u3001\u3088\u308a\u6226\u7565\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u5168\u4f53\u306e\u6e80\u8db3\u5ea6\u304c\u9ad8\u307e\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Opting for another cloud based CRM platform should not just solve present issues it should open doors to untapped possibilities within customer relations management fostering that track leads to better interactions amongst clientele which eventually translates into superior organizational achievements overall.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-engage-key-stakeholders-early\">\u4e3b\u8981\u306a\u5229\u5bb3\u95a2\u4fc2\u8005\u3092\u65e9\u671f\u306b\u95a2\u4e0e\u3055\u305b\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u306a\u5229\u5bb3\u95a2\u4fc2\u8005\u3092\u65e9\u671f\u306b\u95a2\u4e0e\u3055\u305b\u308b <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm%e3%82%bd%e3%83%aa%e3%83%a5%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%81%b8%e3%81%ae%e6%88%a6%e7%95%a5%e7%9a%84%e7%a7%bb%e8%a1%8c\/\">CRM\u30de\u30a4\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3<\/a> \u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30c9\u30ea\u30fc\u30e0\u30c1\u30fc\u30e0\u3092\u7de8\u6210\u3059\u308b\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002CRM\u306e\u9078\u5b9a\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u3001\u591a\u304f\u306e\u4f01\u696d\u3084\u72ec\u81ea\u306e\u30cb\u30fc\u30ba\u3092\u6301\u3064\u8907\u6570\u306e\u90e8\u9580\u306e\u4ee3\u8868\u8005 \u304c\u95a2\u4e0e\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u305f\u3081\u3001\u3053\u308c\u3089\u306e\u5229\u5bb3\u95a2\u4fc2\u8005\u3092\u7279\u5b9a\u3057\u3001\u305d\u308c\u305e\u308c\u306e\u5f79\u5272\u3068\u5229\u5bb3 \u95a2\u4fc2\u3092\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u76ee\u7684\u3068\u57fa\u6e96\u3092\u660e\u78ba\u306b\u4f1d\u3048\u308b\u3053\u3068\u3067\u3001\u65b0\u3057\u3044 CRM \u306e\u76ee\u7684\u3068\u671f\u5f85\u3055\u308c\u308b\u7d50\u679c\u306b\u3064\u3044\u3066\u5168\u54e1\u306e\u8a8d\u8b58\u3092\u5408\u308f\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30c7\u30e2\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3084\u30c8\u30e9\u30a4\u30a2\u30eb\u306b\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3092\u53c2\u52a0\u3055\u305b\u3001\u8cb4\u91cd\u306a\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3059\u308b\u3002\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u306e\u9078\u5b9a\u306b\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3092\u53c2\u52a0\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u30b9\u30e0\u30fc\u30ba\u3067\u30b3\u30b9\u30c8\u52b9\u7387\u306e\u826f\u3044\u79fb\u884c\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u95a2\u4fc2\u8005\u9593\u3067\u5b9a\u671f\u7684\u306b\u5bfe\u8a71\u3092\u884c\u3046\u3053\u3068\u3067\u3001CRM\u306e\u9078\u5b9a\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u4e88\u7b97\u3001\u6a5f\u80fd\u3001\u7d71\u5408\u306b\u95a2\u3059\u308b\u5bfe\u7acb\u3092\u89e3\u6c7a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u306e\u8ca2\u732e\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u3067\u3001\u5f53\u4e8b\u8005\u610f\u8b58\u304c\u80b2\u307e\u308c\u3001\u5c06\u6765\u306e\u5354\u529b\u304c\u4fc3\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-develop-a-comprehensive-migration-strategy\">\u5305\u62ec\u7684\u306a\u79fb\u884c\u6226\u7565\u306e\u7b56\u5b9a<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-bHqVD_Qmvvs-unsplash-1024x576.jpg\" alt=\"\u5305\u62ec\u7684\u306a\u79fb\u884c\u6226\u7565\" class=\"wp-image-46338\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-bHqVD_Qmvvs-unsplash-1024x576.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-bHqVD_Qmvvs-unsplash-300x169.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-bHqVD_Qmvvs-unsplash-768x432.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-bHqVD_Qmvvs-unsplash-1536x864.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/getty-images-bHqVD_Qmvvs-unsplash-scaled.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5305\u62ec\u7684\u306a\u79fb\u884c\u6226\u7565<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">A <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=\"_self\" rel=\"noopener noreferrer\">\u6210\u529f\u3059\u308bCRM<\/a> \u79fb\u884c\u306b\u306f\u3001\u7dbf\u5bc6\u306a\u8a08\u753b\u3068\u660e\u78ba\u306a\u76ee\u6a19\u304c\u5fc5\u8981\u3067\u3059\u3002\u307e\u305a\u3001\u73fe\u5728\u306eCRM\u30b7\u30b9\u30c6\u30e0\u3092\u8a55\u4fa1\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u9069\u3057\u305f\u3082\u306e\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u307e\u3057\u3087\u3046\u3002\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u3001\u79fb\u884c\u306b\u9069\u3057\u305f\u30c4\u30fc\u30eb\u3068\u5c02\u4efb\u30c1\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u3002\u6df7\u4e71\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u305f\u3081\u306b\u306f\u3001\u5909\u66f4\u7ba1\u7406\u8a08\u753b\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u614e\u91cd\u306b\u8a08\u753b\u3092\u7acb\u3066\u3001\u9069\u5207\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u9078\u3076\u3053\u3068\u3067\u3001\u6df7\u4e71\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u73fe\u5728\u306eCRM\u3092\u8a55\u4fa1\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306b\u9069\u3057\u305fCRM\u3092\u9078\u629e\u3057\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluate-your-current-crm-software\">\u73fe\u5728\u306eCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u8a55\u4fa1\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306e\u80fd\u529b\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u306f\u3001\u9577\u65c5\u306b\u51fa\u308b\u524d\u306b\u8eca\u306e\u8a73\u7d30\u306a\u70b9\u691c\u3092\u884c\u3046\u3053\u3068\u306b\u5339\u6575\u3057\u307e\u3059\u3002\u305d\u306e\u9577\u6240\u3068\u9650\u754c\u3092\u8a8d\u8b58\u3059\u308b\u3053\u3068\u3067\u3001\u5168\u4f53\u7684\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u5207\u308a\u66ff\u3048\u3092\u4fdd\u8a3c\u3059\u308b\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u306b\u5fc5\u8981\u306a\u672c\u8cea\u7684\u306a\u7279\u6027\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u306eCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u6b20\u70b9\u3092\u8a8d\u8b58\u3059\u308b\u3053\u3068\u306f\u3001\u696d\u754c\u306e\u30c8\u30ec\u30f3\u30c9\u3084\u30d3\u30b8\u30cd\u30b9\u306e\u5177\u4f53\u7684\u306a\u8981\u6c42\u306b\u6cbf\u3063\u305f\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u8ffd\u52a0\u30c4\u30fc\u30eb\u3068\u306e\u512a\u308c\u305f\u7d71\u5408\u3001\u3088\u308a\u4f7f\u3044\u3084\u3059\u3044\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3001\u9ad8\u5ea6\u306a\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u306a\u3069\u3001\u73fe\u5728\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u6b20\u3051\u3066\u3044\u308b\u8981\u7d20\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u6539\u5584\u306e\u305f\u3081\u306e\u8ce2\u660e\u306a\u9078\u629e\u304c\u5bb9\u6613\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-choose-the-right-crm-for-your-business-needs\">\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u5408\u3063\u305fCRM\u3092\u9078\u3076<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u306a\u305f\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u9069\u5207\u306aCRM\u3092\u9078\u3076\u3053\u3068\u306f\u3001\u4ed5\u4e8b\u306b\u7406\u60f3\u7684\u306a\u9053\u5177\u3092\u9078\u3076\u3053\u3068\u306b\u4f3c\u3066\u3044\u308b\u3002\u5b8c\u5168\u306b\u4e00\u81f4\u3057\u3001\u7c21\u5358\u306b\u6a5f\u80fd\u3059\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u4f8b\u3048\u3070\u3001\u4ed6\u90e8\u9580\u306e\u30c4\u30fc\u30eb\u3068\u306e\u5bb9\u6613\u306a\u4e92\u63db\u6027\u306a\u3069\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u63a8\u9032\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u3001\u7279\u5b9a\u306e\u30d3\u30b8\u30cd\u30b9\u8981\u4ef6\u306b\u5171\u9cf4\u3059\u308b\u4e3b\u8981\u306a\u7279\u5fb4\u3092\u30d4\u30f3\u30dd\u30a4\u30f3\u30c8\u3067\u7279\u5b9a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30b9\u30c8\u52b9\u7387\u3092\u8003\u616e\u3059\u308b\u3053\u3068\u306f\u5fc5\u9808\u3067\u3042\u308b\u3002\u8907\u96d1\u3059\u304e\u305f\u308a\u3001\u30b3\u30b9\u30c8\u304c\u9ad8\u3059\u304e\u305f\u308a\u3059\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u4f7f\u3044\u52dd\u624b\u3092\u640d\u306d\u305f\u308a\u3001\u6642\u9593\u304c\u304b\u304b\u3063\u305f\u308a\u3001\u8cc7\u91d1\u8a08\u753b\u304c\u8d85\u904e\u3057\u305f\u308a\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u304b\u3089\u3067\u3059\u3002\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u79fb\u884c\u3068\u6c38\u7d9a\u7684\u306a\u6e80\u8db3\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u72ec\u81ea\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306b\u3046\u307e\u304f\u9069\u5fdc\u3059\u308b\u9ad8\u5ea6\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306aCRM\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u307e\u305f\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u9069\u5207\u306a\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-plan-the-data-migration-process\">\u30c7\u30fc\u30bf\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u3092\u8a08\u753b\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u306e\u8a08\u753b\u306f\u3001\u5efa\u7269\u306e\u5f37\u56fa\u306a\u57fa\u790e\u3092\u7bc9\u304f\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002\u5fb9\u5e95\u3057\u305f\u30c7\u30fc\u30bf\u30de\u30c3\u30d4\u30f3\u30b0\u306b\u3088\u308a\u3001\u65e7\u30b7\u30b9\u30c6\u30e0\u3084\u65e7CRM\u306e\u60c5\u5831\u304c\u65b0\u30b7\u30b9\u30c6\u30e0\u3068\u6b63\u3057\u304f\u6574\u5408\u3059\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306e\u691c\u8a3c\u3068\u30de\u30c3\u30d4\u30f3\u30b0\u3092\u542b\u3080\u69cb\u9020\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u79fb\u884c\u8a08\u753b\u306f\u3001\u79fb\u884c\u5168\u4f53\u3092\u901a\u3057\u3066\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u3092\u7dad\u6301\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb\u306e\u4f7f\u7528\u306f\u3001\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u6027\u3068\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30c6\u30b9\u30c8\u306b\u3088\u308a\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u60c5\u5831\u3092\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u304b\u3089\u4fdd\u8b77\u3057\u307e\u3059\u3002\u6b21\u306b\u3001\u65e2\u5b58\u30c7\u30fc\u30bf\u3092\u30af\u30ea\u30fc\u30f3\u30a2\u30c3\u30d7\u3057\u3001\u79fb\u884c\u4e2d\u306e\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u78ba\u4fdd\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-clean-up-existing-data\">\u65e2\u5b58\u30c7\u30fc\u30bf\u306e\u30af\u30ea\u30fc\u30f3\u30a2\u30c3\u30d7<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58\u30c7\u30fc\u30bf\u306e\u30af\u30ea\u30fc\u30f3\u30a2\u30c3\u30d7\u306f\u3001\u65b0\u3057\u3044\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u59cb\u3081\u308b\u524d\u306b\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3092\u6574\u7406\u3059\u308b\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002\u4e0d\u6b63\u78ba\u306a\u9805\u76ee\u3084\u53e4\u3044\u9805\u76ee\u3092\u7279\u5b9a\u3057\u3001\u5206\u96e2\u3057\u3001\u4e0d\u6b63\u78ba\u306a\u9805\u76ee\u3092\u4fee\u6b63\u3057\u3001\u79fb\u884c\u524d\u306b\u91cd\u8907\u3092\u524a\u9664\u3059\u308b\u3002\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u652f\u63f4\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cd\u8907\u3084\u53e4\u3044\u30ec\u30b3\u30fc\u30c9\u3092\u524a\u9664\u3059\u308b\u3053\u3068\u3067\u3001\u65b0\u30b7\u30b9\u30c6\u30e0\u306b\u304a\u3051\u308b\u9ad8\u54c1\u8cea\u306a\u30c7\u30fc\u30bf\u3092\u78ba\u4fdd\u3059\u308b\u3002\u91cd\u8907\u6392\u9664\u306f\u8aa4\u3063\u305f\u60c5\u5831\u3092\u9632\u304e\u3001\u9867\u5ba2\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u5f37\u5316\u3059\u308b\u3002\u30c7\u30fc\u30bf\u30a8\u30f3\u30c8\u30ea\u30fc\u3092\u6a19\u6e96\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u4e00\u8cab\u6027\u3068\u30c7\u30fc\u30bf\u54c1\u8cea\u3092\u78ba\u4fdd\u3057\u3001\u52b9\u679c\u7684\u306a\u30c7\u30fc\u30bf\u7ba1\u7406\u3068\u5c06\u6765\u306e\u76e3\u67fb\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ensure-data-security\">\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u78ba\u4fdd<\/h3>\n\n\n\n<p 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id=\"h-test-and-validate-the-new-crm-system\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30c6\u30b9\u30c8\u3068\u691c\u8a3c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30c6\u30b9\u30c8\u3068\u691c\u8a3c\u306f\u3001\u88fd\u54c1\u3092\u767a\u58f2\u3059\u308b\u524d\u306e\u6700\u7d42\u691c\u67fb\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u7ba1\u7406\u306b\u304a\u3051\u308b\u30a8\u30e9\u30fc\u3092\u9632\u3050\u305f\u3081\u306b\u3001\u79fb\u884c\u5f8c\u306b\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u3092\u691c\u8a3c\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ea\u30b0\u30ec\u30c3\u30b7\u30e7\u30f3\u30fb\u30c6\u30b9\u30c8\u306f\u3001\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u5f8c\u3082\u65e2\u5b58\u306e\u6a5f\u80fd\u306b\u5f71\u97ff\u304c\u306a\u3044\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fb9\u5e95\u7684\u306a\u30c6\u30b9\u30c8\u306b\u3088\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u7a3c\u52d5\u524d\u306b\u3042\u3089\u3086\u308b\u554f\u984c\u3092\u7279\u5b9a\u3057\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3068\u4e2d\u65ad\u306e\u6700\u5c0f\u5316\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-launch-and-monitor-the-new-crm-platform\">\u65b0\u3057\u3044CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u7acb\u3061\u4e0a\u3052\u3068\u76e3\u8996<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3067\u65c5\u306b\u51fa\u308b\u3053\u3068\u306f\u3001\u672a\u77e5\u306e\u63a2\u691c\u306b\u51fa\u767a\u3059\u308b\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002\u307e\u305a\u306f\u65b0\u3057\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306e\u3059\u3079\u3066\u306e\u6a5f\u80fd\u3092\u5fb9\u5e95\u7684\u306b\u30c6\u30b9\u30c8\u3057\u3001\u3059\u3079\u3066\u304c\u6b63\u3057\u304f\u52d5\u4f5c\u3059\u308b\u3053\u3068\u3001\u305d\u3057\u3066\u79fb\u884c\u5f8c\u3082\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u304c\u4fdd\u305f\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u3001\u7acb\u3061\u4e0a\u3052\u3068\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u652f\u63f4\u3057\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u65b0\u3057\u3044CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u52b9\u7387\u7684\u306a\u6d3b\u7528\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u306b\u3001\u69d8\u3005\u306a\u90e8\u9580\u306e\u30e6\u30fc\u30b6\u30fc\u3092\u7db2\u7f85\u3059\u308b\u5e83\u7bc4\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u5b9f\u65bd\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u30a2\u30f3\u30d0\u30b5\u30c0\u30fc\u3068\u3057\u3066\u6709\u80fd\u306a\u4eba\u7269\u3092\u6307\u540d\u3057\u3001\u305d\u306e\u4eba\u7269\u306f\u540c\u50da\u306e\u30e1\u30f3\u30bf\u30fc\u3068\u306a\u308a\u3001\u3053\u306e\u5207\u308a\u66ff\u3048\u671f\u9593\u4e2d\u3001\u3042\u3089\u3086\u308b\u554f\u984c\u3092\u89e3\u6c7a\u3059\u308b\u3002\u5b9a\u671f\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30fb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30fb\u30ef\u30fc\u30af\u30b7\u30e7\u30c3\u30d7\u3092\u7d99\u7d9a\u3057\u3001\u7406\u89e3\u3092\u6df1\u3081\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u76f4\u9762\u3059\u308b\u554f\u984c\u306b\u53d6\u308a\u7d44\u3080\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-managing-costs-and-roi\">\u30b3\u30b9\u30c8\u3068ROI\u306e\u7ba1\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When considering a CRM migration, managing costs and ensuring a strong return on investment (ROI) is paramount. Think of it as planning a major home renovation you want to enhance your living space without breaking the bank. Here are some tips to help you achieve this:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u73fe\u5728\u306eCRM\u30b3\u30b9\u30c8\u306e\u8a55\u4fa1<\/strong>:\u307e\u305a\u3001\u30e9\u30a4\u30bb\u30f3\u30b9\u6599\u3001\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u3001\u30b5\u30dd\u30fc\u30c8\u8cbb\u7528\u306a\u3069\u3001\u65e2\u5b58\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306b\u95a2\u9023\u3059\u308b\u30b3\u30b9\u30c8\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u307e\u3057\u3087\u3046\u3002\u3053\u308c\u306f\u3001\u30ea\u30d5\u30a9\u30fc\u30e0\u306e\u4e88\u7b97\u3092\u6c7a\u3081\u308b\u524d\u306b\u3001\u73fe\u5728\u306e\u5bb6\u8a08\u306e\u652f\u51fa\u3092\u898b\u76f4\u3059\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002.<\/li>\n\n\n\n<li><strong>ROI\u306e\u76ee\u6a19\u3092\u6c7a\u3081\u308b<\/strong>:\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306b\u5bfe\u3057\u3066\u3001\u58f2\u4e0a\u5897\u52a0\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3001\u5f37\u5316\u306a\u3069\u3001\u660e\u78ba\u306aROI\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u307e\u3059\u3002 <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\/\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/a>. .\u3053\u308c\u3089\u306e\u76ee\u6a19\u306f\u3042\u306a\u305f\u306e\u9752\u5199\u771f\u3068\u306a\u308a\u3001\u3042\u306a\u305f\u306e\u6c7a\u65ad\u3092\u5c0e\u304d\u3001\u78ba\u5b9f\u306b\u8ecc\u9053\u306b\u4e57\u305b\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u3092\u9078\u629e\u3059\u308b\u3002 <\/strong><a href=\"https:\/\/www.investglass.com\/ja\/crm%e3%81%ae%e3%83%a1%e3%83%b3%e3%83%86%e3%83%8a%e3%83%b3%e3%82%b9%e3%81%a8%e3%82%b5%e3%83%9d%e3%83%bc%e3%83%88%e3%81%ae%e3%82%b3%e3%82%b9%e3%83%88%e3%82%92%e5%89%8a%e6%b8%9b%e3%81%99%e3%82%8b\/\" target=\"_self\" rel=\"noopener noreferrer\">\u8cbb\u7528\u5bfe\u52b9\u679c\u306e\u9ad8\u3044CRM<\/a>:\u7af6\u4e89\u529b\u306e\u3042\u308b\u4fa1\u683c\u4f53\u7cfb\u3068\u3001\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u67d4\u8edf\u306a\u30e9\u30a4\u30bb\u30f3\u30b9\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308bCRM\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3059\u308b\u3002\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u3001\u30b3\u30b9\u30c8\u3092\u7ba1\u7406\u3057\u3001\u5f37\u529b\u306aROI\u3092\u78ba\u4fdd\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002\u305d\u308c\u306f\u3001\u6539\u4fee\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u6700\u9ad8\u306e\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u9ad8\u54c1\u8cea\u306e\u7d20\u6750\u3092\u9078\u3076\u3053\u3068\u3068\u540c\u3058\u3060\u3068\u8003\u3048\u3066\u304f\u3060\u3055\u3044\u3002.<\/li>\n\n\n\n<li><strong>\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3092\u8003\u3048\u308b<\/strong>:\u5c0e\u5165\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u8cbb\u7528\u306a\u3069\u3092\u542b\u3081\u305f\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3092\u8003\u616e\u3057\u3001\u6295\u8cc7\u306b\u898b\u5408\u3046\u6700\u9ad8\u306e\u4fa1\u5024\u3092\u5f97\u3089\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u3002\u3053\u308c\u306f\u3001\u65b0\u3057\u3044\u96fb\u5316\u88fd\u54c1\u306e\u521d\u671f\u30b3\u30b9\u30c8\u3060\u3051\u3067\u306a\u304f\u3001\u9577\u671f\u7684\u306a\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u3082\u8003\u616e\u3059\u308b\u306e\u3068\u4f3c\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li><strong>ROI\u306e\u76e3\u8996\u3068\u6e2c\u5b9a<\/strong>:\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306eROI\u3092\u5b9a\u671f\u7684\u306b\u76e3\u8996\u30fb\u6e2c\u5b9a\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u304b\u3001\u6295\u8cc7\u5bfe\u52b9\u679c\u304c\u9ad8\u3044\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3057\u3087\u3046\u3002\u3053\u308c\u306f\u3001\u30ea\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306e\u9032\u6357\u72b6\u6cc1\u3092\u5b9a\u671f\u7684\u306b\u30c1\u30a7\u30c3\u30af\u3057\u3001\u30d3\u30b8\u30e7\u30f3\u3084\u4e88\u7b97\u3068\u306e\u6574\u5408\u6027\u3092\u78ba\u8a8d\u3059\u308b\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d2\u30f3\u30c8\u306b\u5f93\u3046\u3053\u3068\u3067\u3001\u52b9\u679c\u7684\u306b\u58f2\u4e0a\u3092\u4e0a\u3052\u3001\u30b3\u30b9\u30c8\u3092\u7ba1\u7406\u3057\u3001\u5f37\u529b\u306a\u696d\u7e3e\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002 <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\/\">CRM\u306eROI<\/a> \u79fb\u884c\u3059\u308b\u3053\u3068\u3067\u3001\u304a\u5ba2\u69d8\u306e\u6295\u8cc7\u304c\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u4fc3\u9032\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-overcoming-common-challenges\">\u5171\u901a\u306e\u8ab2\u984c\u3092\u514b\u670d\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">While a CRM migration can be a complex process, there are several common challenges that can be overcome with the right approach. Think of these challenges as obstacles on a hiking trail each one can be navigated with the right tools and preparation. Here are some tips to help you overcome these challenges:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u30c7\u30fc\u30bf\u79fb\u884c<\/strong>:CRM\u79fb\u884c\u306e\u6700\u5927\u306e\u8ab2\u984c\u306e\u3072\u3068\u3064\u306f\u3001\u30c7\u30fc\u30bf\u306e\u79fb\u884c\u3067\u3042\u308b\u3002\u3053\u308c\u3092\u514b\u670d\u3059\u308b\u306b\u306f\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3001\u7d4c\u9a13\u8c4a\u5bcc\u306a\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u5354\u529b\u3057\u3066\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3057\u307e\u3057\u3087\u3046\u3002\u3053\u308c\u306f\u3001\u4fe1\u983c\u3067\u304d\u308b\u5730\u56f3\u3068\u30ac\u30a4\u30c9\u3092\u4f7f\u3063\u3066\u8352\u308c\u305f\u5730\u5f62\u3092\u9032\u3080\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30e6\u30fc\u30b6\u30fc\u306e\u63a1\u7528<\/strong>:\u30c1\u30fc\u30e0\u304c\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5feb\u9069\u306b\u4f7f\u3048\u308b\u3088\u3046\u306b\u3001\u5305\u62ec\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u3092\u4fc3\u9032\u3057\u307e\u3057\u3087\u3046\u3002\u3053\u308c\u306f\u3001\u30cf\u30a4\u30ad\u30f3\u30b0\u30c1\u30fc\u30e0\u304c\u81ea\u4fe1\u3092\u6301\u3063\u3066\u30c8\u30ec\u30a4\u30eb\u306b\u6311\u3081\u308b\u3088\u3046\u3001\u9069\u5207\u306a\u88c5\u5099\u3068\u77e5\u8b58\u3092\u8eab\u306b\u3064\u3051\u308b\u3088\u3046\u306a\u3082\u306e\u3060\u3068\u8003\u3048\u3066\u304f\u3060\u3055\u3044\u3002.<\/li>\n\n\n\n<li><strong>\u7d71\u5408<\/strong>:\u4ed6\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30b7\u30b9\u30c6\u30e0\u3084\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3092\u9632\u304e\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3067\u78ba\u8a8d\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002\u3053\u308c\u306f\u3001\u3059\u3079\u3066\u306e\u30cf\u30a4\u30ad\u30f3\u30b0\u7528\u54c1\u304c\u3046\u307e\u304f\u6a5f\u80fd\u3057\u3001\u65c5\u3092\u3088\u308a\u30b9\u30e0\u30fc\u30ba\u306b\u3059\u308b\u3053\u3068\u306b\u4f3c\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30c1\u30a7\u30f3\u30b8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/strong>:\u696d\u52d9\u306e\u4e2d\u65ad\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306b\u3001\u5909\u66f4\u7ba1\u7406\u8a08\u753b\u3092\u7b56\u5b9a\u3057\u307e\u3057\u3087\u3046\u3002\u3053\u308c\u306f\u3001\u30cf\u30a4\u30ad\u30f3\u30b0\u4e2d\u306e\u4e88\u671f\u305b\u306c\u5929\u5019\u306e\u5909\u5316\u306b\u5bfe\u3059\u308b\u30b3\u30f3\u30c6\u30a3\u30f3\u30b8\u30a7\u30f3\u30b7\u30fc\u30d7\u30e9\u30f3\u3092\u6301\u3064\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8<\/strong>:\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u306b\u3088\u308a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u8cb4\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u7d9a\u3051\u3001ROI\uff08\u6295\u8cc7\u53ce\u76ca\u7387\uff09\u3092\u78ba\u5b9f\u306b\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30cf\u30a4\u30ad\u30f3\u30b0\u306e\u65c5\u3092\u901a\u3057\u3066\u304a\u5ba2\u69d8\u3092\u652f\u63f4\u3057\u3001\u304a\u5ba2\u69d8\u304c\u6b63\u3057\u3044\u9053\u3092\u6b69\u3080\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u30b5\u30dd\u30fc\u30c8\u30c1\u30fc\u30e0\u306e\u6e96\u5099\u3068\u304a\u8003\u3048\u304f\u3060\u3055\u3044\u3002.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u4e00\u822c\u7684\u306a\u8ab2\u984c\u3092\u514b\u670d\u3059\u308b\u3053\u3068\u3067\u3001CRM\u79fb\u884c\u3092\u78ba\u5b9f\u306b\u6210\u529f\u3055\u305b\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u76ee\u6a19\u3068\u76ee\u7684\u3092\u9054\u6210\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3068\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-provide-ongoing-support-and-feedback-mechanisms\">\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306e\u4ed5\u7d44\u307f\u306e\u63d0\u4f9b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u671f\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306e\u6a5f\u4f1a\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u306f\u3001\u8239\u8236\u3092\u6700\u9ad8\u306e\u30b3\u30f3\u30c7\u30a3\u30b7\u30e7\u30f3\u306b\u4fdd\u3064\u3053\u3068\u306b\u5339\u6575\u3059\u308b\u3002\u6bce\u6708\u306e\u518d\u6559\u80b2\u30b3\u30fc\u30b9\u306e\u3088\u3046\u306a\u7d99\u7d9a\u7684\u306a\u6559\u80b2\u6a5f\u4f1a\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u306fCRM\u30b7\u30b9\u30c6\u30e0\u306e\u6700\u65b0\u6a5f\u80fd\u3092\u5e38\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u52b9\u679c\u7684\u306b\u4f7f\u7528\u3055\u308c\u308b\u3088\u3046\u306b\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u306e\u5c0e\u5165\u5f8c\u306e\u30b5\u30dd\u30fc\u30c8\u3068\u3057\u3066\u3001CRM\u304c\u5f53\u521d\u8a2d\u5b9a\u3057\u305f\u76ee\u7684\u306b\u6cbf\u3063\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u3092\u5224\u65ad\u3059\u308b\u305f\u3081\u306b\u3001\u6bce\u6708\u307e\u305f\u306f\u56db\u534a\u671f\u3054\u3068\u306b\u30ec\u30d3\u30e5\u30fc\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u304c\u6709\u76ca\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u901a\u3058\u3066\u9867\u5ba2\u304c\u3069\u306e\u3088\u3046\u306b\u3084\u308a\u53d6\u308a\u3057\u3066\u3044\u308b\u304b\u3092\u8abf\u67fb\u3059\u308b\u3053\u3068\u3067\u3001\u512a\u308c\u305f\u9867\u5ba2\u30b5\u30dd\u30fc\u30c8\u95a2\u4fc2\u306e\u4e2d\u3067\u6301\u7d9a\u7684\u306a\u652f\u63f4\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306e\u6226\u7565\u3092\u7b56\u5b9a\u3059\u308b\u4e0a\u3067\u4e0d\u53ef\u6b20\u306a\u50be\u5411\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ea\u30fc\u30c9\u3078\u306e\u5bfe\u5fdc\u901f\u5ea6\u3084\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u53cd\u6620\u3059\u308b\u30b9\u30b3\u30a2\u306a\u3069\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u3092\u5b9a\u7fa9\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u6307\u6a19\u306f\u3001\u65b0\u305f\u306b\u5c0e\u5165\u3055\u308c\u305fCRM\u30b7\u30b9\u30c6\u30e0\u304c\u5c0e\u5165\u5f8c\u306b\u3069\u306e\u7a0b\u5ea6\u6a5f\u80fd\u3059\u308b\u304b\u3092\u6e2c\u308b\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002.<\/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\">CRM\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u5404\u30b9\u30c6\u30c3\u30d7\u306e\u91cd\u8981\u6027\u3092\u5f37\u8abf\u3057\u306a\u304c\u3089\u3001\u8a18\u4e8b\u306e\u8981\u70b9\u3092\u307e\u3068\u3081\u308b\u3002\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb\u306e\u4f7f\u7528\u306f\u3001\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u975e\u5e38\u306b\u91cd\u8981\u3067\u3042\u308b\u3002\u6df7\u4e71\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3059\u308b\u306b\u306f\u3001\u5909\u66f4\u7ba1\u7406\u8a08\u753b\u306e\u7b56\u5b9a\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u6700\u5f8c\u306b\u3001\u8aad\u8005\u3092\u9f13\u821e\u3059\u308b\u3088\u3046\u306a\u30d5\u30ec\u30fc\u30ba\u3092\u6dfb\u3048\u3066\u3001\u30b9\u30e0\u30fc\u30ba\u306aCRM\u79fb\u884c\u3078\u306e\u30e2\u30c1\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u9ad8\u3081\u307e\u3057\u3087\u3046\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Switching CRM systems can be daunting, but it doesn\u2019t have to be. If your current CRM isn\u2019t meeting your needs, you\u2019re in the right place. Selecting the right customer relationship management (CRM) system is crucial for businesses as it impacts efficiency, communication, customer retention, and revenue. This guide covers everything you need to know on how to switch CRM. We\u2019ll walk you through identifying the need, engaging key stakeholders, planning the data migration, and training your team. Using data migration tools is essential to ensure a smooth transition. Let\u2019s ensure your transition is smooth and successful. Key Takeaways Identify the Need for a New CRM System It\u2019s essential to recognize [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":45304,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,1396],"class_list":["post-43523","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-how-to-switch-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>How to Switch CRM: Essential Steps for a Smooth Transition<\/title>\n<meta name=\"description\" content=\"Learn the key steps to switch CRM smoothly. Ensure a successful switch with expert tips and practical guidance.\" \/>\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\/\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u306e\u305f\u3081\u306e\u5fc5\u9808\u30b9\u30c6\u30c3\u30d7\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Switch CRM: Essential Steps for a Smooth Transition\" \/>\n<meta property=\"og:description\" content=\"Switching CRM systems can be daunting, but it doesn\u2019t have to be. 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