{"id":45172,"date":"2025-04-14T11:09:00","date_gmt":"2025-04-14T09:09:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=45172"},"modified":"2025-10-06T18:51:13","modified_gmt":"2025-10-06T16:51:13","slug":"crm%e5%b0%8e%e5%85%a5%e3%82%92%e6%88%90%e5%8a%9f%e3%81%95%e3%81%9b%e3%82%8b5%e3%81%a4%e3%81%ae%e3%83%92%e3%83%b3%e3%83%88","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/5-tips-to-a-successful-crm-implementation\/","title":{"rendered":"CRM\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b5\u3064\u306e\u79d8\u8a23"},"content":{"rendered":"<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6539\u5584\u3057\u3001\u696d\u52d9\u3092\u52b9\u7387\u5316\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u4e0a\u3067\u6975\u3081\u3066\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u7dbf\u5bc6\u306a\u8a08\u753b\u3001\u9069\u5207\u306a\u6226\u7565\u3001\u7d99\u7d9a\u7684\u306a\u6700\u9069\u5316\u304c\u5fc5\u8981\u3067\u3059\u3002\u9069\u5207\u306a\u5b9f\u884c\u304c\u306a\u3051\u308c\u3070\u3001\u4f01\u696d\u306f\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u7387\u306e\u4f4e\u4e0b\u3001\u30c7\u30fc\u30bf\u306e\u4e0d\u6574\u5408\u3001\u6a5f\u4f1a\u640d\u5931\u306a\u3069\u306b\u60a9\u307e\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001CRM\u3092\u52b9\u679c\u7684\u306b\u5c0e\u5165\u3057\u3001\u9577\u671f\u7684\u306a\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u3001\u5168\u4f53\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306e5\u3064\u306e\u91cd\u8981\u306a\u30d2\u30f3\u30c8\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-understanding-crm-and-its-benefits\">CRM\u3068\u305d\u306e\u5229\u70b9\u3092\u7406\u89e3\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u304a\u5ba2\u69d8 <a href=\"https:\/\/www.investglass.com\/ja\/%e5%8a%b9%e6%9e%9c%e7%9a%84%e3%81%aa%e3%83%aa%e3%83%ac%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%82%b7%e3%83%83%e3%83%97%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae%e3%81%9f\/\" target=\"_self\" rel=\"noopener noreferrer\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/a> (<a href=\"https:\/\/www.investglass.com\/fr\/crm-what-is-it-and-why-does-it-matter\/\" target=\"_self\" rel=\"noopener noreferrer\">CRM<\/a>)\u3078\u306e\u6226\u7565\u7684\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u3042\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/2024%e5%b9%b4%e9%a1%a7%e5%ae%a2%e5%af%be%e8%a9%b1%e7%ae%a1%e7%90%86%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2%e3%83%bb%e3%83%88%e3%83%83%e3%83%97\/\" target=\"_self\" rel=\"noopener noreferrer\">\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306e\u7ba1\u7406<\/a> \u3068\u30c7\u30fc\u30bf\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u4f7f\u3063\u3066\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6574\u7406\u3001\u81ea\u52d5\u5316\u3001\u540c\u671f\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6539\u5584\u3057\u3001\u751f\u7523\u6027\u3092\u9ad8\u3081\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002A <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> \u306f\u3001\u5404\u9867\u5ba2\u306e\u5168\u4f53\u7684\u306a\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u3001\u30c1\u30fc\u30e0\u304c\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001\u3053\u308c\u3089\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u6700\u9069\u5316\u3057\u3001\u5168\u4f53\u7684\u306a\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u306e\u30e1\u30ea\u30c3\u30c8 <a href=\"https:\/\/www.investglass.com\/de\/crm-what-is-it-and-why-does-it-matter\/\" target=\"_self\" rel=\"noopener noreferrer\">CRM<\/a> \u3092\u542b\u3080\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><p><strong>\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a<\/strong>:\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u5305\u62ec\u7684\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u500b\u3005\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u3088\u308a\u5f37\u56fa\u306a\u95a2\u4fc2\u3068\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u80b2\u3080\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u58f2\u4e0a\u3068\u53ce\u76ca\u306e\u5897\u52a0<\/strong>: <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\/\">CRM\u30b7\u30b9\u30c6\u30e0<\/a> \u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316\u3001\u30ea\u30fc\u30c9\u306e\u8ffd\u8de1\u3001\u9867\u5ba2\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u7ba1\u7406\u3092\u652f\u63f4\u3057\u3001\u58f2\u4e0a\u3068\u53ce\u76ca\u306e\u5897\u52a0\u306b\u3064\u306a\u3052\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a<\/strong>:\u8a73\u7d30\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u52b9\u7387\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u5168\u4f53\u7684\u306a\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u4e8b\u696d\u904b\u55b6\u306e\u5408\u7406\u5316<\/strong>: <a href=\"https:\/\/www.investglass.com\/ja\/crm%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0%e3%81%ae%e4%b8%8a%e6%89%8b%e3%81%aa%e4%bd%bf%e3%81%84%e6%96%b9\/\">CRM\u30b7\u30b9\u30c6\u30e0<\/a> \u5b9a\u578b\u696d\u52d9\u3092\u81ea\u52d5\u5316\u3057\u3001\u4ed6\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u696d\u52d9\u3092\u52b9\u7387\u5316\u3057\u3001\u30df\u30b9\u306e\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304f\u6d1e\u5bdf\u3067\u3088\u308a\u826f\u3044\u610f\u601d\u6c7a\u5b9a\u3092<\/strong>:\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u306e\u884c\u52d5\u3084\u55dc\u597d\u306b\u95a2\u3059\u308b\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u3088\u308a\u591a\u304f\u306e\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c1\u30fc\u30e0\u9593\u306e\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u5411\u4e0a<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u30c1\u30fc\u30e0\u304c\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3001\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/p><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684 <a href=\"https:\/\/www.investglass.com\/ja\/crm%e3%81%ae%e5%b0%8e%e5%85%a5%e3%82%92%e6%88%90%e5%8a%9f%e3%81%95%e3%81%9b%e3%82%8b%e3%81%ab%e3%81%af\/\">CRM\u306e\u5c0e\u5165<\/a> \u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316\u3001\u7684\u3092\u7d5e\u3063\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3001\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a\u306a\u3069\u3001\u3053\u308c\u3089\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u306e\u95a2\u4e0e\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u5229\u5bb3\u95a2\u4fc2\u8005\u306e\u95a2\u4e0e\u306f\u3001\u3053\u308c\u3089\u306e\u5229\u76ca\u3092\u5b9f\u73fe\u3059\u308b\u4e0a\u3067\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u3059\u3079\u3066\u306e\u95a2\u4fc2\u8005\u304c\u8db3\u4e26\u307f\u3092\u63c3\u3048\u3001\u4ee5\u4e0b\u306e\u3053\u3068\u306b\u30b3\u30df\u30c3\u30c8\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%a1%a7%e5%ae%a2%e3%82%a8%e3%83%b3%e3%82%b2%e3%83%bc%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e5%bc%b7%e5%8c%96%e3%81%ab%e4%b8%8d%e5%8f%af%e6%ac%a0%e3%81%aacrm%e6%88%a6%e7%95%a57%e3%81%a4%e3%81%ae\/\" target=\"_self\" rel=\"noopener noreferrer\">CRM\u6226\u7565<\/a>. .\u3055\u3089\u306b\u3001\u30e6\u30fc\u30b6\u30fc\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u3001\u3059\u3079\u3066\u306e\u30e6\u30fc\u30b6\u30fc\u304cCRM\u30b7\u30b9\u30c6\u30e0\u3092\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u3089\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u9054\u6210\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u30fb\u30a2\u30c0\u30d7\u30b7\u30e7\u30f3\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u53ef\u80fd\u6027\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u30c4\u30fc\u30eb\u3084\u30d7\u30ed\u30bb\u30b9\u304c\u30c1\u30fc\u30e0\u306b\u5b8c\u5168\u306b\u53d7\u3051\u5165\u308c\u3089\u308c\u3001\u6d3b\u7528\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-understanding-crm-implementation\">CRM\u306e\u5c0e\u5165\u3092\u7406\u89e3\u3059\u308b<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5c0e\u5165\u3068\u306f\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u30b7\u30b9\u30c6\u30e0\u3092\u30d3\u30b8\u30cd\u30b9\u306b\u5c0e\u5165\u3059\u308b\u30d7\u30ed\u30bb\u30b9\u306e\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u8907\u6570\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u304b\u3089\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u3001\u9867\u5ba2\u306e\u884c\u52d5\u3092\u5206\u6790\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5408\u7406\u5316\u3057\u3001\u5404\u9867\u5ba2\u306e\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u542b\u307e\u308c\u307e\u3059\u3002CRM\u306e\u52b9\u679c\u7684\u306a\u5c0e\u5165\u306f\u3001\u3088\u308a\u826f\u3044\u9867\u5ba2\u7ba1\u7406\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3092\u4f01\u696d\u306b\u63d0\u4f9b\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6301\u7d9a\u7684\u306a\u6210\u529f\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3068\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306b\u3001\u5909\u66f4\u7ba1\u7406\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u65e2\u5b58\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306b\u6b63\u78ba\u306b\u79fb\u884c\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u304c\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001\u55b6\u696d\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u304b\u3089\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u306b\u81f3\u308b\u307e\u3067\u3001\u69d8\u3005\u306a\u90e8\u9580\u304c\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u3067\u5b9f\u7528\u7684\u306a\u3082\u306e\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u5168\u4f53\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u5bfe\u8a71\u304c\u60c5\u5831\u306b\u57fa\u3065\u3044\u3066\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u3001\u3088\u308a\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u304c\u80b2\u307e\u308c\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u304c\u4fc3\u9032\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-benefits-of-crm-implementation\">CRM\u5c0e\u5165\u306e\u30e1\u30ea\u30c3\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5c0e\u5165\u306e\u30e1\u30ea\u30c3\u30c8\u306f\u6570\u591a\u304f\u3001\u30a4\u30f3\u30d1\u30af\u30c8\u3082\u5927\u304d\u3044\u3002CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092360\u5ea6\u898b\u6e21\u3059\u3053\u3068\u304c\u3067\u304d\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u53ef\u80fd\u306b\u306a\u308b\u305f\u3081\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u5b9a\u578b\u696d\u52d9\u3092\u81ea\u52d5\u5316\u3057\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30df\u30b9\u3092\u6e1b\u3089\u3057\u3001\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u6700\u9069\u5316\u3057\u307e\u3059\u3002CRM\u304c\u4ed6\u306e\u30d3\u30b8\u30cd\u30b9\u30c4\u30fc\u30eb\u3084\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u9023\u643a\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u52b9\u679c\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u7d71\u5408\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3055\u3089\u306b\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30c7\u30fc\u30bf\u5206\u6790\u3092\u901a\u3058\u3066\u5b9f\u7528\u7684\u306a\u9867\u5ba2\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u63d0\u4f9b\u3057\u3001\u4f01\u696d\u304c\u9867\u5ba2\u306e\u884c\u52d5\u3084\u55dc\u597d\u3092\u7406\u89e3\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u3088\u308a\u826f\u3044\u610f\u601d\u6c7a\u5b9a\u3068\u3088\u308a\u52b9\u679c\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u3088\u308a\u6e80\u305f\u3059\u305f\u3081\u306b\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002\u3055\u3089\u306b\u3001CRM\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u58f2\u4e0a\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%ab%e3%82%b9%e3%82%bf%e3%83%9e%e3%83%bc%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b\/\" target=\"_self\" rel=\"noopener noreferrer\">\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9<\/a>, \u6700\u7d42\u7684\u306b\u306f\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u9ad8\u3081\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u3053\u308c\u3089\u306e\u5229\u70b9\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u7af6\u4e89\u529b\u3092\u7372\u5f97\u3057\u3001\u9577\u671f\u7684\u306a\u6210\u529f\u3092\u53ce\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-essential-knowledge-of-your-customer-base\">\u9867\u5ba2\u30d9\u30fc\u30b9\u306b\u95a2\u3059\u308b\u5fc5\u9808\u77e5\u8b58<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u9867\u5ba2\u30d9\u30fc\u30b9\u3092\u6df1\u304f\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u9867\u5ba2\u306e\u884c\u52d5\u3001\u55dc\u597d\u3001\u30cb\u30fc\u30ba\u306b\u95a2\u3059\u308b\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u3068\u5206\u6790\u304c\u5fc5\u8981\u3067\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u5404\u9867\u5ba2\u306e360\u5ea6\u306e\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u3001\u4f01\u696d\u306f\u6b63\u78ba\u306a\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u3001\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u77e5\u8b58\u306b\u3088\u308a\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u8abf\u6574\u3057\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u6539\u5584\u3057\u3001\u5168\u4f53\u7684\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3084\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u9867\u5ba2\u30d9\u30fc\u30b9\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001\u5f37\u56fa\u3067\u6c38\u7d9a\u7684\u306a\u95a2\u4fc2\u3092\u69cb\u7bc9\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u6210\u529f\u306b\u5c0e\u304f\u305f\u3081\u306e\u57fa\u76e4\u3067\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u30cb\u30fc\u30ba\u3092\u3088\u308a\u6e80\u305f\u3059\u305f\u3081\u306b\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-clear-customer-relationship-management-system-in-order-to-ensure-its-success\">\u305d\u306e\u6210\u529f\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306e\u3001\u660e\u78ba\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3002.<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"InvestGlass\u30d5\u30ec\u30ad\u30b7\u30d6\u30ebCRM\" class=\"wp-image-45263\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u30d5\u30ec\u30ad\u30b7\u30d6\u30ebCRM<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u666e\u904d\u7684\u306a\u3082\u306e\u306f\u306a\u3044 <a href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%80%e9%ab%98%e3%81%ae%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm%e3%81%a8%e3%81%af\/\">CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/a> \u3042\u3089\u3086\u308b\u30d3\u30b8\u30cd\u30b9\u306b\u30d5\u30a3\u30c3\u30c8\u3059\u308b\u7406\u60f3\u7684\u306aCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u7d44\u7e54\u306e\u898f\u6a21\u3001\u30cb\u30fc\u30ba\u3001\u696d\u754c\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001CRM\u3092\u5c0e\u5165\u3059\u308b\u969b\u306b\u306f\u3001\u3059\u3079\u3066\u306e\u4f01\u696d\u304c\u57fa\u672c\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u8e0f\u3080\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u3001\u52b9\u679c\u7684\u306a\u30c7\u30fc\u30bf\u7ba1\u7406\u306f\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u30c7\u30fc\u30bf\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u3092\u5fb9\u5e95\u7684\u306b\u898b\u76f4\u3059\u3053\u3068\u3067\u3001\u5bfe\u51e6\u3059\u3079\u304d\u975e\u52b9\u7387\u6027\u3092\u7279\u5b9a\u3057\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u3068\u306e\u3088\u308a\u826f\u3044\u6574\u5408\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u305f\u3081\u306e\u30b9\u30c6\u30c3\u30d7\u3068\u306f\uff1f <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=\"_self\" rel=\"noopener noreferrer\">CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b<\/a>?CRM\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u7d0470%\u304c\u5931\u6557\u3057\u3066\u3044\u307e\u3059\u3002CRM\u306e\u5c0e\u5165\u30ac\u30a4\u30c9\u3067\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3084\u55b6\u696d\u30c1\u30fc\u30e0\u304c\u65e5\u5e38\u7684\u306b\u4f7f\u7528\u3057\u3066\u3044\u308b\u305d\u306e\u4ed6\u306e\u30c4\u30fc\u30eb\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u306f\u3001\u9032\u6357\u3092\u8ffd\u8de1\u3057\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306b\u5b9f\u88c5\u3092\u5b8c\u4e86\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3055\u3089\u306b\u3001CRM\u30b7\u30b9\u30c6\u30e0\u5185\u306e\u60c5\u5831\u306e\u6b63\u78ba\u6027\u3068\u4fe1\u983c\u6027\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u30c7\u30fc\u30bf\u306e\u691c\u8a3c\u304c\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e5\u3064\u306e\u30ad\u30fc\u30b3\u30f3\u30bb\u30d7\u30c8\u306f\u3001CRM\u306e\u5c55\u958b\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u4f01\u696d\u304c\u5b9f\u65bd\u3059\u3079\u304d\u5fc5\u8981\u306a\u6295\u8cc7\u3068\u6226\u7565\u3092\u5b9a\u7fa9\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><p>\u4fe1\u983c\u3067\u304d\u308bCRM\u30d9\u30f3\u30c0\u30fc\u306e\u8a55\u4fa1\u3068\u9078\u629e\u9069\u5207\u306aCRM\u30d9\u30f3\u30c0\u30fc\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u30d3\u30b8\u30cd\u30b9\u306e\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3057\u3001\u7d44\u7e54\u5185\u306e\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u3068\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-define-the-goals-of-your-crm-implementation\">1.CRM\u5c0e\u5165\u306e\u30b4\u30fc\u30eb\u3092\u660e\u78ba\u306b\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u521d\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u69cb\u7bc9\u306e\u76ee\u6a19\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u4f55\u3092\u9054\u6210\u3057\u305f\u3044\u306e\u304b\uff1f\u58f2\u4e0a\u3092\u4f38\u3070\u3057\u305f\u3044\u306e\u304b\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u305f\u3044\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u4ed6\u306e\u4f55\u304b\u3067\u3059\u304b\uff1f\u6210\u529f\u3092\u6e2c\u5b9a\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u3067\u304d\u308b\u3060\u3051\u5177\u4f53\u7684\u306b\u3057\u307e\u3057\u3087\u3046\u3002\u660e\u78ba\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u306f\u3001CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3042\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u76ee\u6a19\u3092\u5b9a\u3081\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u4e0a\u3067\u3001\u9867\u5ba2\u30a4\u30f3\u30b5\u30a4\u30c8\u306f\u6975\u3081\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002\u9867\u5ba2\u306e\u884c\u52d5\u3084\u55dc\u597d\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u8abf\u6574\u3057\u3001\u9867\u5ba2\u7dad\u6301\u3092\u5f37\u5316\u3057\u3001\u6700\u7d42\u7684\u306b\u53ce\u76ca\u3092\u5897\u52a0\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3092\u5c0e\u5165\u3059\u308b\u524d\u306b\u3001\u91cd\u8907\u3092\u6392\u9664\u3057\u3001\u610f\u5473\u306e\u3042\u308b\u60c5\u5831\u3092\u4fdd\u6301\u3059\u308b\u305f\u3081\u306e\u30c7\u30fc\u30bf\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306e\u65b9\u6cd5\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u30c7\u30fc\u30bf\u306e\u54c1\u8cea\u306f\u3001\u7d4c\u55b6\u9663\u306e\u8cdb\u540c\u306b\u76f4\u63a5\u5f71\u97ff\u3057\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u52b9\u679c\u7684\u306b\u69cb\u7bc9\u3057\u3001\u7d44\u7e54\u7684\u306a\u53d6\u308a\u7d44\u307f\u3092\u8abf\u6574\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u65e5\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3044\u3066\u3001\u30c7\u30fc\u30bf\u306f\u91cd\u8981\u306a\u8cc7\u7523\u3067\u3042\u308b\u3002\u4f01\u696d\u306f\u9867\u5ba2\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u95a2\u3059\u308b\u81a8\u5927\u306a\u60c5\u5831\u3092\u53ce\u96c6\u3057\u3001\u6226\u7565\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u306b\u5f79\u7acb\u3066\u3066\u3044\u308b\u3002\u591a\u304f\u306e\u5834\u5408\u3001\u30c7\u30fc\u30bf\u8cc7\u7523\u306f\u7269\u7406\u7684\u8cc7\u7523\u306e\u4fa1\u5024\u3092\u51cc\u99d5\u3057\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u3092\u3046\u307e\u304f\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30c7\u30fc\u30bf\u3092\u52b9\u7387\u7684\u306b\u53ce\u96c6\u3001\u4fdd\u5b58\u3001\u5206\u6790\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u53ce\u76ca\u6027\u3092\u9ad8\u3081\u3001\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u610f\u601d\u6c7a\u5b9a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u7c21\u5358\u306b\u8a00\u3048\u3070\u3001\u30c7\u30fc\u30bf\u8cc7\u7523\u3092\u4fdd\u8b77\u3057\u3001\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u529f\u306e\u9375\u306a\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fCRM\u5c0e\u5165\u8a08\u753b\u3068\u6226\u7565\u7684\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u30b9\u30e0\u30fc\u30ba\u3067\u52b9\u679c\u7684\u306aCRM\u5c0e\u5165\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-pre-implementation-planning\">2.\u5b9f\u65bd\u524d\u8a08\u753b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u524d <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\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165<\/a>, \u5c0e\u5165\u306e\u6210\u529f\u306e\u305f\u3081\u306b\u306f\u3001\u7dbf\u5bc6\u306a\u8a08\u753b\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u3053\u308c\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><p><strong>\u30d3\u30b8\u30cd\u30b9\u30b4\u30fc\u30eb\u3068\u76ee\u6a19\u306e\u5b9a\u7fa9<\/strong>:\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3001\u58f2\u4e0a\u306e\u5897\u52a0\u3001\u696d\u52d9\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316\u306a\u3069\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3067\u9054\u6210\u3057\u305f\u3044\u3053\u3068\u3092\u660e\u78ba\u306b\u8aac\u660e\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u4e3b\u8981\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3068\u305d\u306e\u30cb\u30fc\u30ba\u306e\u7279\u5b9a<\/strong>:\u69d8\u3005\u306a\u90e8\u9580\u304b\u3089\u4e3b\u8981\u306a\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3092\u7279\u5b9a\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u5f7c\u3089\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u8981\u4ef6\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u30fb\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u643a\u308f\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>CRM\u5c0e\u5165\u8a08\u753b\u306e\u7b56\u5b9a<\/strong>:CRM\u5c0e\u5165\u306b\u5fc5\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3001\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3001\u30ea\u30bd\u30fc\u30b9\u3092\u307e\u3068\u3081\u305f\u8a73\u7d30\u306a\u8a08\u753b\u3092\u4f5c\u6210\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u73fe\u5728\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u8a55\u4fa1\u3057\u3001\u6539\u5584\u3059\u3079\u304d\u5206\u91ce\u3092\u7279\u5b9a\u3059\u308b\u3002<\/strong>:\u65e2\u5b58\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u8a55\u4fa1\u3057\u3001\u975e\u52b9\u7387\u306a\u90e8\u5206\u3084CRM\u30b7\u30b9\u30c6\u30e0\u304c\u4ed8\u52a0\u4fa1\u5024\u3092\u63d0\u4f9b\u3067\u304d\u308b\u90e8\u5206\u3092\u7279\u5b9a\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>CRM\u30d9\u30f3\u30c0\u30fc\u306e\u8a55\u4fa1\u3068\u9069\u5207\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u9078\u629e<\/strong>:\u69d8\u3005\u306aCRM\u30d9\u30f3\u30c0\u30fc\u3092\u8abf\u67fb\u30fb\u6bd4\u8f03\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3068\u4e88\u7b97\u306b\u5408\u3063\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u898b\u3064\u3051\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30c1\u30fc\u30e0\u3068\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u8a2d\u7acb<\/strong>:CRM\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u3092\u76e3\u7763\u3057\u3001\u78ba\u5b9f\u306b\u8ecc\u9053\u306b\u4e57\u305b\u308b\u305f\u3081\u306b\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u542b\u3080\u5c02\u4efb\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30c1\u30fc\u30e0\u3092\u7de8\u6210\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u306e\u8a2d\u5b9a<\/strong>:\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u660e\u78ba\u306b\u8a2d\u5b9a\u3057\u3001\u9032\u6357\u72b6\u6cc1\u3092\u628a\u63e1\u3057\u3001\u5c0e\u5165\u306e\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u5b8c\u4e86\u3092\u4fdd\u8a3c\u3059\u308b\u3002.<\/p><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u7dbf\u5bc6\u306b\u8a08\u753b\u3055\u308c\u305fCRM\u5c0e\u5165\u306f\u3001\u65b0\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u306e\u5177\u4f53\u7684\u306a\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3001\u5c0e\u5165\u3068\u6d3b\u7528\u3092\u6210\u529f\u306b\u5c0e\u304f\u821e\u53f0\u3092\u78ba\u5b9f\u306b\u3057\u307e\u3059\u3002CRM\u5c0e\u5165\u306e\u6210\u529f\u306b\u306f\u3001\u5c0e\u5165\u524d\u306e\u5fb9\u5e95\u3057\u305f\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u304c\u91cd\u8981\u3067\u3042\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3001\u52b9\u679c\u7684\u306b\u5c0e\u5165\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-choose-the-right-crm-software\">2.\u9069\u5207\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u6a19\u3092\u660e\u78ba\u306b\u7406\u89e3\u3057\u305f\u3089\u3001\u30d3\u30b8\u30cd\u30b9\u30fb\u30cb\u30fc\u30ba\u306b\u5408\u3063\u305fCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63a2\u3057\u59cb\u3081\u307e\u3057\u3087\u3046\u3002\u6570\u591a\u304f\u306e\u9078\u629e\u80a2\u304c\u3042\u308b\u4e2d\u3067\u3001\u9069\u5207\u306a\u3082\u306e\u3092\u898b\u3064\u3051\u308b\u305f\u3081\u306b\u6642\u9593\u3092\u6295\u8cc7\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u306b\u306f\u3001\u6a5f\u80fd\u6027\u3068\u4e88\u7b97\u306e\u5236\u7d04\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u9078\u3073\u629c\u304b\u308c\u305fCRM\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5927\u5e45\u306b\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5e02\u5834\u306b\u306f\u591a\u304f\u306e\u9ad8\u54c1\u8cea\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5b58\u5728\u3059\u308b\u305f\u3081\u3001\u6700\u7d42\u6c7a\u5b9a\u3092\u4e0b\u3059\u524d\u306b\u5fb9\u5e95\u7684\u306a\u30ea\u30b5\u30fc\u30c1\u3068\u4fa1\u683c\u6bd4\u8f03\u304c\u5fc5\u8981\u3067\u3059\u3002\u30cb\u30fc\u30ba\u3068\u4e88\u7b97\u306b\u898b\u5408\u3063\u305fCRM\u3092\u9078\u3093\u3060\u3089\u3001\u305d\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306b\u5b8c\u5168\u306a\u5c0e\u5165\u304c\u9375\u3068\u306a\u308a\u307e\u3059\u3002\u5f93\u696d\u54e1\u306b\u9069\u5207\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u884c\u3044\u3001\u3057\u3063\u304b\u308a\u3068\u3057\u305f\u30d7\u30ed\u30bb\u30b9\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3001\u30b7\u30b9\u30c6\u30e0\u306e\u52b9\u679c\u7684\u306a\u5229\u7528\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u30e6\u30fc\u30b6\u30fc\u306b\u3088\u308b\u5c0e\u5165\u304c\u4fc3\u9032\u3055\u308c\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u529f\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e4\u3044\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u65b0\u3057\u3044CRM\u3078\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u306f\u3001\u30c7\u30fc\u30bf\u306e\u640d\u5931\u3092\u9632\u3050\u305f\u3081\u306b\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u65b0\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u7570\u306a\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u52b9\u7387\u7684\u306b\u901a\u4fe1\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308bAPI\u7d71\u5408\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001CRM\u306f\u4f1a\u8a08\u30b7\u30b9\u30c6\u30e0\u3084ERP\u30b7\u30b9\u30c6\u30e0\u306e\u3088\u3046\u306a\u4ed6\u306e\u91cd\u8981\u306a\u30c4\u30fc\u30eb\u3068\u30b9\u30e0\u30fc\u30ba\u306b\u7d71\u5408\u3067\u304d\u3001\u91cd\u8907\u3057\u305f\u30c7\u30fc\u30bf\u5165\u529b\u3092\u6e1b\u3089\u3057\u3001\u60c5\u5831\u3092\u4e00\u5143\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002API\u7d71\u5408\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u7dad\u6301\u3057\u3001\u5168\u4f53\u7684\u306a\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5305\u62ec\u7684\u306a\u30c7\u30fc\u30bf\u306f\u3001\u3059\u3079\u3066\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30c7\u30fc\u30bf\u304c\u3069\u306e\u3088\u3046\u306b\u5229\u7528\u3055\u308c\u3001\u51e6\u7406\u3055\u308c\u3001\u90e8\u9580\u9593\u3067\u8ee2\u9001\u3055\u308c\u308b\u304b\u3092\u7406\u89e3\u3057\u3001\u305d\u306e\u6b63\u78ba\u6027\u3068\u4fe1\u983c\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u6280\u8853\u7684\u306a\u5c02\u9580\u77e5\u8b58\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-aligning-crm-with-business-strategy\">3.CRM\u3068\u30d3\u30b8\u30cd\u30b9\u6226\u7565<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u30d3\u30b8\u30cd\u30b9\u6226\u7565\u3068\u6574\u5408\u3055\u305b\u308b\u3053\u3068\u306f\u3001CRM\u5c0e\u5165\u6210\u529f\u306e\u790e\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u9023\u643a\u306b\u3088\u308a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u306e\u76ee\u6a19\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u5408\u7406\u5316\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%aa%e3%83%9a%e3%83%ac%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a3%e3%83%bc%e3%81%8c%e4%bb%8a%e6%97%a5%e3%81%8b%e3%82%89%e4%bd%bf%e3%81%88%e3%82%8b5%e3%81%a4\/\" target=\"_self\" rel=\"noopener noreferrer\">\u3092\u6539\u5584\u3057\u305f\u3002<\/a> \u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30a2\u30e9\u30a4\u30e1\u30f3\u30c8\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u307e\u305a\u660e\u78ba\u306a\u30d3\u30b8\u30cd\u30b9\u76ee\u7684\u3068\u30b4\u30fc\u30eb\u3092\u5b9a\u7fa9\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u307e\u3057\u3087\u3046\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306b\u6c42\u3081\u308b\u4e3b\u306a\u6210\u679c\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\uff1f\u58f2\u4e0a\u5411\u4e0a\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u5411\u4e0a\u3001\u696d\u52d9\u52b9\u7387\u5316\u306a\u3069\u3001\u76ee\u7684\u304c\u4f55\u3067\u3042\u308c\u3001\u660e\u78ba\u306a\u76ee\u6a19\u3092\u6301\u3064\u3053\u3068\u3067\u3001CRM\u6226\u7565\u306e\u65b9\u5411\u6027\u304c\u898b\u3048\u3066\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b21\u306b\u3001CRM\u5c0e\u5165\u306e\u6210\u529f\u3092\u52b9\u679c\u7684\u306b\u6e2c\u5b9a\u3059\u308b\u305f\u3081\u306e\u91cd\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\uff08KPI\uff09\u3092\u6c7a\u5b9a\u3057\u307e\u3059\u3002\u3053\u306eKPI\u306b\u306f\u3001\u9867\u5ba2\u7dad\u6301\u7387\u3001\u58f2\u4e0a\u6210\u9577\u7387\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306a\u3069\u306e\u6307\u6a19\u3092\u542b\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6307\u6a19\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u3069\u306e\u7a0b\u5ea6\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u308b\u304b\u3092\u6e2c\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u6cbf\u3063\u305fCRM\u6226\u7565\u3092\u7b56\u5b9a\u3059\u308b\u3053\u3068\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u3053\u306e\u6226\u7565\u306f <a href=\"https:\/\/www.investglass.com\/ja\/crm%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0%e3%81%ae%e4%b8%8a%e6%89%8b%e3%81%aa%e4%bd%bf%e3%81%84%e6%96%b9\/\" target=\"_self\" rel=\"noopener noreferrer\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528<\/a> CRM \u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3059\u308b\u5177\u4f53\u7684\u306a\u7279\u5fb4\u3084\u6a5f\u80fd\u306a\u3069\u3001\u76ee\u7684\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u304c\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u4ed6\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30b7\u30b9\u30c6\u30e0\u3084\u30d7\u30ed\u30bb\u30b9\u3068\u7d71\u5408\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\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\u30c4\u30fc\u30eb<\/a>, ERP\u30b7\u30b9\u30c6\u30e0\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30b5\u30dd\u30fc\u30c8\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u7d71\u5408\u3059\u308b\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u304c\u4fc3\u9032\u3055\u308c\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u5305\u62ec\u7684\u306b\u628a\u63e1\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u5f8c\u306b\u3001CRM \u30b7\u30b9\u30c6\u30e0\u306e\u6709\u52b9\u6027\u3092\u7d99\u7d9a\u7684\u306b\u76e3\u8996\u3057\u3001\u8a55\u4fa1\u3057\u307e\u3057\u3087\u3046\u3002\u5b9a\u671f\u7684\u306bKPI\u3092\u898b\u76f4\u3057\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066CRM\u6226\u7565\u306e\u8abf\u6574\u3092\u884c\u3044\u307e\u3057\u3087\u3046\u3002\u5b9a\u671f\u7684\u306a\u8a55\u4fa1\u306b\u3088\u308a\u3001\u6539\u5584\u70b9\u3092\u7279\u5b9a\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u9032\u5316\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u5408\u81f4\u3057\u7d9a\u3051\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u81ea\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u6226\u7565\u306b\u5408\u81f4\u3055\u305b\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u529f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5f37\u5316\u3001\u696d\u52d9\u306e\u52b9\u7387\u5316\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u30c4\u30fc\u30eb\u3068\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrating-crm-with-overall-business-goals\">CRM\u3068\u5168\u4f53\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306e\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u5168\u4f53\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30b4\u30fc\u30eb\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u4ee5\u4e0b\u306e\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%a1%a7%e5%ae%a2%e3%82%a8%e3%83%b3%e3%82%b2%e3%83%bc%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e5%bc%b7%e5%8c%96%e3%81%ab%e4%b8%8d%e5%8f%af%e6%ac%a0%e3%81%aacrm%e6%88%a6%e7%95%a57%e3%81%a4%e3%81%ae\/\">CRM\u6226\u7565<\/a> CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u53ce\u76ca\u306e\u5897\u52a0\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3001\u904b\u7528\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u3068\u3044\u3063\u305f\u4e3b\u8981\u306a\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u304c\u3053\u308c\u3089\u306e\u76ee\u6a19\u3092\u78ba\u5b9f\u306b\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u6700\u5927\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u9023\u643a\u306b\u3088\u308a\u3001CRM \u30b7\u30b9\u30c6\u30e0\u3092\u5358\u306a\u308b\u30b9\u30bf\u30f3\u30c9\u30a2\u30ed\u30fc\u30f3\u306e\u30c4\u30fc\u30eb \u3068\u3057\u3066\u3067\u306f\u306a\u304f\u3001\u4f01\u696d\u5168\u4f53\u306e\u6226\u7565\u3084\u30d3\u30b8\u30e7\u30f3\u306e\u4e0d\u53ef\u6b20\u306a\u4e00\u90e8\u3068\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e \u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u30b4\u30fc\u30eb\u3068\u8abf\u548c\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u6210\u9577\u3068\u52b9\u7387\u6027\u306e\u5f37\u529b\u306a\u63a8\u9032\u529b\u3068\u306a\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001CRM\u304c\u30d3\u30b8\u30cd\u30b9\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u306b\u3088\u308b\u5c0e\u5165\u3092\u91cd\u8996\u3059\u308b\u3053\u3068\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-establishing-an-implementation-roadmap\">4.\u5b9f\u65bd\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306e\u7b56\u5b9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u5c0e\u5165\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306e\u7b56\u5b9a\u304c\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u5c0e\u5165\u306b\u5fc5\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3001\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3001\u30ea\u30bd\u30fc\u30b9\u3092\u307e\u3068\u3081\u305f\u8a73\u7d30\u306a\u8a08\u753b\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u306f\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u3001\u30b7\u30b9\u30c6\u30e0\u7d71\u5408\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u30c6\u30b9\u30c8\u306a\u3069\u306e\u4e3b\u8981\u306a\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u542b\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u306f\u3001\u9032\u6357\u72b6\u6cc1\u3092\u628a\u63e1\u3057\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306b\u5b8c\u4e86\u3055\u305b\u308b\u305f\u3081\u306b\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u660e\u78ba\u3067\u69cb\u9020\u5316\u3055\u308c\u305f\u8a08\u753b\u3092\u6301\u3064\u3053\u3068\u3067\u3001\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306e\u5404\u30d5\u30a7\u30fc\u30ba\u3092\u5186\u6ed1\u304b\u3064\u52b9\u7387\u7684\u306b\u5b9f\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u660e\u78ba\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u8ecc\u9053\u306b\u4e57\u305b\u3001\u30ea\u30bd\u30fc\u30b9\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3057\u3001\u767a\u751f\u3059\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u554f\u984c\u306b\u5bfe\u51e6\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u3001\u6700\u7d42\u7684\u306bCRM\u5c0e\u5165\u3092\u6210\u529f\u306b\u5c0e\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-data-migration-and-integration\">4.\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u7d71\u5408<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u7d71\u5408\u306f\u3001CRM\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306e\u91cd\u8981\u306a\u8981\u7d20\u3067\u3059\u3002\u65e2\u5b58\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306b\u3046\u307e\u304f\u79fb\u884c\u3057\u3001\u4ed6\u306e\u696d\u52d9\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u306f\u3001\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u3092\u7dad\u6301\u3057\u3001\u696d\u52d9\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u3068\u30b7\u30b9\u30c6\u30e0\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u308b\u3002\u3053\u308c\u306b\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u55b6\u696d\u30c4\u30fc\u30eb\u3001\u305d\u306e\u4ed6\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u5b58\u3059\u308b\u3042\u3089\u3086\u308b\u30b7\u30b9\u30c6\u30e0\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u306e\u5305\u62ec\u7684\u306a\u76ee\u9332\u306f\u3001\u5fb9\u5e95\u7684\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u8a08\u753b\u306e\u7b56\u5b9a\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b21\u306b\u3001\u8a73\u7d30\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u8a08\u753b\u3068\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002\u3053\u306e\u8a08\u753b\u3067\u306f\u3001\u65e2\u5b58\u306e\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u30c7\u30fc\u30bf\u3092\u62bd\u51fa\u3057\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3068\u4e92\u63db\u6027\u306e\u3042\u308b\u5f62\u5f0f\u306b\u5909\u63db\u3057\u3001\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u306b\u30ed\u30fc\u30c9\u3059\u308b\u624b\u9806\u3092\u6982\u8aac\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u8a08\u753b\u306b\u306f\u3001\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u304c\u6b63\u3057\u304f\u6a5f\u80fd\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306e\u30c7\u30fc\u30bf\u691c\u8a3c\u3084\u30c6\u30b9\u30c8\u306e\u898f\u5b9a\u304c\u542b\u307e\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u3001\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u3068\u5b8c\u5168\u6027\u304c\u6700\u3082\u91cd\u8981\u3067\u3059\u3002\u30c7\u30fc\u30bf\u3092\u5fb9\u5e95\u7684\u306b\u898b\u76f4\u3057\u3001\u4e0d\u6b63\u78ba\u306a\u70b9\u3084\u77db\u76fe\u70b9\u3092\u7279\u5b9a\u3057\u3001\u4fee\u6b63\u3057\u307e\u3057\u3087\u3046\u3002\u3053\u308c\u306b\u306f\u3001\u91cd\u8907\u30ec\u30b3\u30fc\u30c9\u306e\u6574\u7406\u3001\u30c7\u30fc\u30bf\u5f62\u5f0f\u306e\u6a19\u6e96\u5316\u3001\u6b20\u843d\u60c5\u5831\u306e\u88dc\u586b\u306a\u3069\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u6b63\u78ba\u3067\u5b8c\u5168\u306a\u30c7\u30fc\u30bf\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u4fe1\u983c\u3067\u304d\u308b\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u3001\u52b9\u679c\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30b9\u30c8\u306f\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u7d71\u5408\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u975e\u5e38\u306b\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002\u53b3\u5bc6\u306a\u30c6\u30b9\u30c8\u3092\u5b9f\u65bd\u3057\u3001\u30c7\u30fc\u30bf\u304c\u6b63\u78ba\u306b\u79fb\u884c\u3055\u308c\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u304c\u671f\u5f85\u901a\u308a\u306b\u6a5f\u80fd\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u30ab\u30b9\u30bf\u30e0API\u3084\u4ed6\u306e\u30d3\u30b8\u30cd\u30b9\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u3092\u30c6\u30b9\u30c8\u3057\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u9593\u3067\u30c7\u30fc\u30bf\u304c\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u6d41\u308c\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3082\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u79fb\u884c\u304c\u5b8c\u4e86\u3057\u305f\u3089\u3001\u7d99\u7d9a\u7684\u306b\u76e3\u8996\u3057\u3001\u7d71\u5408\u306e\u52b9\u679c\u3092\u8a55\u4fa1\u3059\u308b\u3002\u30c7\u30fc\u30bf\u54c1\u8cea\u3068\u30b7\u30b9\u30c6\u30e0\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u5b9a\u671f\u7684\u306b\u30ec\u30d3\u30e5\u30fc\u3057\u3001\u554f\u984c\u3092\u7279\u5b9a\u3057\u3066\u5fc5\u8981\u306a\u8abf\u6574\u3092\u884c\u3044\u307e\u3059\u3002\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u3092\u7dad\u6301\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u52b9\u679c\u7684\u306b\u696d\u52d9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u306e\u79fb\u884c\u3068\u7d71\u5408\u3092\u78ba\u5b9f\u306b\u6210\u529f\u3055\u305b\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u6f5c\u5728\u80fd\u529b\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3057\u3001\u9867\u5ba2\u95a2\u4fc2\u306e\u6539\u5584\u3068\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316\u306e\u305f\u3081\u306e\u5f37\u56fa\u306a\u57fa\u76e4\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-train-your-employees\">3.\u5f93\u696d\u54e1\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3057\u305f\u3089\u3001\u305d\u306e\u4f7f\u3044\u65b9\u3092\u5f93\u696d\u54e1\u306b\u6559\u80b2\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u5f93\u696d\u54e1\u306f\u65e5\u5e38\u7684\u306bCRM\u30b7\u30b9\u30c6\u30e0\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u305f\u3081\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u65b9\u6cd5\u3092\u77e5\u3063\u3066\u304a\u304f\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002CRM\u5c0e\u5165\u306e\u6210\u529f\u306b\u306f\u3001\u5305\u62ec\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u5f93\u696d\u54e1\u304c\u30b7\u30b9\u30c6\u30e0\u3092\u52b9\u679c\u7684\u306b\u4f7f\u7528\u3057\u3001\u305d\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u5b9f\u611f\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002CRM\u306e\u30dd\u30c6\u30f3\u30b7\u30e3\u30eb\u3092\u6700\u5927\u9650\u306b\u5f15\u304d\u51fa\u3059\u305f\u3081\u306b\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u5c0e\u5165\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0e\u5165\u30c1\u30fc\u30e0\u306f\u3001CRM \u30b7\u30b9\u30c6\u30e0\u306e\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u3001\u8a2d\u5b9a\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u5c0e\u5165\u306b\u91cd\u8981\u306a \u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002\u5c0e\u5165\u30c1\u30fc\u30e0\u306fCRM\u30e6\u30fc\u30b6\u30fc\u3084\u55b6\u696d\u30c1\u30fc\u30e0\u3068\u7a4d\u6975\u7684\u306b\u95a2\u308f\u308a\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u3092\u4fc3\u9032\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u4e2d\u306b\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3059\u308b\u3053\u3068\u3067\u3001\u5f93\u696d\u54e1\u306e\u30cb\u30fc\u30ba\u306b\u3088\u308a\u5408\u81f4\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u306b\u6539\u826f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5c0e\u5165\u306e\u6210\u529f\u306f\u3001\u305d\u308c\u3092\u7ba1\u7406\u3059\u308b\u30c1\u30fc\u30e0\u306b\u5927\u304d\u304f\u4f9d\u5b58\u3057\u307e\u3059\u3002\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u7cbe\u901a\u3057\u3001\u71b1\u610f\u3092\u6301\u3063\u305f\u4eba\u6750\u3092\u9078\u3076\u3053\u3068\u3067\u3001\u5c0e\u5165\u304c\u6210\u529f\u3059\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u307e\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7279\u306b\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u306b\u4f9d\u5b58\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u3067\u306f\u3001\u5341\u5206\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u53d7\u3051\u305f\u30b9\u30bf\u30c3\u30d5\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u9867\u5ba2\u4f53\u9a13\u306f\u30ea\u30d4\u30fc\u30c8\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u306a\u304c\u308b\u305f\u3081\u3001\u5f93\u696d\u54e1\u306b\u9069\u5207\u306a\u30c4\u30fc\u30eb\u3092\u88c5\u5099\u3055\u305b\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u3063\u3066\u3001\u4f01\u696d\u306f\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u8ffd\u8de1\u3057\u3001\u6f5c\u5728\u7684\u306a\u554f\u984c\u306b\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306b\u5bfe\u51e6\u3057\u3001\u6a19\u6e96\u5316\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5f93\u696d\u54e1\u306bCRM\u3092\u4e00\u8cab\u3057\u3066\u4f7f\u7528\u3059\u308b\u3088\u3046\u4fc3\u3059\u3053\u3068\u3067\u3001\u7d99\u7d9a\u7684\u306a\u52b9\u7387\u6027\u3068\u8cea\u306e\u9ad8\u3044\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u304c\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-engaging-stakeholders-and-providing-training\">\u5229\u5bb3\u95a2\u4fc2\u8005\u306e\u95a2\u4e0e\u3068\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u63d0\u4f9b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3092\u5dfb\u304d\u8fbc\u307f\u3001\u5305\u62ec\u7684 \u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u307e\u305a\u3001\u55b6\u696d\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u69d8\u3005\u306a\u90e8\u9580\u304b\u3089\u4e3b\u8981\u306a\u5229\u5bb3\u95a2\u4fc2 \u8005\u3092\u7279\u5b9a\u3057\u3001\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306b\u53c2\u52a0\u3055\u305b\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u5229\u5bb3\u95a2\u4fc2\u8005\u306bCRM\u30b7\u30b9\u30c6\u30e0\u306e\u30e1\u30ea\u30c3\u30c8\u3068\u4fa1\u5024\u3092\u4f1d\u3048\u3001\u5f7c\u3089\u304c\u62b1\u304f\u61f8\u5ff5\u3084\u7591\u554f\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002\u5fb9\u5e95\u3057\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u3059\u3079\u3066\u306e\u30e6\u30fc\u30b6\u304c CRM \u30b7\u30b9\u30c6\u30e0\u3092\u52b9\u679c\u7684\u306b\u4f7f\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u6e96\u5099\u3057\u307e\u3059\u3002\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u4e2d\u306b\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3059\u308b\u3053\u3068\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u6539\u826f\u3057\u3001\u65e9\u671f\u306b\u554f\u984c\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306b\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u69d8\u3005\u306a\u30e6\u30fc\u30b6\u30fc\u306e\u30cb\u30fc\u30ba\u3084\u5f79\u5272\u306b\u5408\u308f\u305b\u3066\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30bb\u30c3\u30b7\u30e7\u30f3\u3092\u8abf\u6574\u3057\u3001\u30b7\u30b9\u30c6\u30e0\u306e\u7406\u89e3\u3068\u5c0e\u5165\u3092\u6700\u5927\u5316\u3059\u308b\u3002\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3092\u5dfb\u304d\u8fbc\u307f\u3001\u5fc5\u8981\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u7d44\u7e54\u5168\u4f53\u306b\u53d7\u3051\u5165\u308c\u3089\u308c\u3001\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3055\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-crm-implementation-process\">5.CRM\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u3001\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><p><strong>\u30cb\u30fc\u30ba\u8abf\u67fb\u3068\u8a08\u753b<\/strong>:\u5fb9\u5e95\u3057\u305f\u30cb\u30fc\u30ba\u8abf\u67fb\u3092\u5b9f\u65bd\u3057\u3001\u304a\u5ba2\u69d8\u306e\u30d3\u30b8\u30cd\u30b9\u56fa\u6709\u306e\u8981\u4ef6\u3092\u7406\u89e3\u3057\u3001\u8a73\u7d30\u306a\u5c0e\u5165\u8a08\u753b\u3092\u7b56\u5b9a\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30b7\u30b9\u30c6\u30e0\u9078\u629e<\/strong>:\u69d8\u3005\u306aCRM\u30d9\u30f3\u30c0\u30fc\u3092\u8a55\u4fa1\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u30b4\u30fc\u30eb\u3068\u4e88\u7b97\u306b\u5408\u3063\u305fCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30c1\u30fc\u30e0\u7d50\u6210<\/strong>:\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u3092\u76e3\u7763\u3059\u308b\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u4e2d\u5fc3\u306b\u3001\u90e8\u9580\u6a2a\u65ad\u7684\u306a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30c1\u30fc\u30e0\u3092\u7de8\u6210\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u30b7\u30b9\u30c6\u30e0\u7d71\u5408<\/strong>:\u65e2\u5b58\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306b\u79fb\u884c\u3057\u3001\u4ed6\u306e\u30d3\u30b8\u30cd\u30b9\u30b7\u30b9\u30c6\u30e0\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u30c6\u30b9\u30c8<\/strong>:\u30e6\u30fc\u30b6\u30fc\u5411\u3051\u306e\u5305\u62ec\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u4f5c\u6210\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u671f\u5f85\u901a\u308a\u306b\u6a5f\u80fd\u3059\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306e\u5fb9\u5e95\u7684\u306a\u30c6\u30b9\u30c8\u3092\u5b9f\u65bd\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u672c\u756a\u3068\u8a55\u4fa1<\/strong>:\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306b\u79fb\u884c\u3057\u3001\u305d\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u7d99\u7d9a\u7684\u306b\u76e3\u8996\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u9032\u5316\u3059\u308b\u30cb\u30fc\u30ba\u306b\u78ba\u5b9f\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u8abf\u6574\u3092\u884c\u3046\u3002.<\/p><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u5404\u30b9\u30c6\u30c3\u30d7\u304c\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u5fb9\u5e95\u7684\u306a\u30cb\u30fc\u30ba\u306e\u8a55\u4fa1\u3068\u8a08\u753b\u306e\u6bb5\u968e\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u306e\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u306e\u9078\u5b9a\u3067\u306f\u3001CRM\u30d9\u30f3\u30c0\u30fc\u3092\u8a55\u4fa1\u3057\u3001\u9069\u5207\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3057\u307e\u3059\u3002\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30c1\u30fc\u30e0\u306e\u7de8\u6210\u3067\u306f\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u4e2d\u5fc3\u3068\u3057\u305f\u90e8\u9580\u6a2a\u65ad\u7684\u306a\u30c1\u30fc\u30e0\u3092\u7de8\u6210\u3057\u307e\u3059\u3002\u3053\u306e\u30d5\u30a7\u30fc\u30ba\u3067\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u306f\u3001\u9032\u6357\u72b6\u6cc1\u3092\u628a\u63e1\u3057\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u5b8c\u4e86\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u30b7\u30b9\u30c6\u30e0\u7d71\u5408\u3067\u306f\u3001\u65e2\u5b58\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u65b0\u3057\u3044CRM\u306b\u79fb\u884c\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u5185\u306e\u4ed6\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u52b9\u679c\u7684\u306b\u901a\u4fe1\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u3053\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u306f\u3001\u79fb\u884c\u3057\u305f\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u3068\u5b8c\u5168\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u3001\u30c7\u30fc\u30bf\u306e\u691c\u8a3c\u3092\u884c\u3046\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u30c6\u30b9\u30c8\u3067\u306f\u3001\u5305\u62ec\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u958b\u767a\u3057\u3001CRM\u306e\u5fb9\u5e95\u7684\u306a\u30c6\u30b9\u30c8\u3092\u5b9f\u65bd\u3057\u307e\u3059\u3002\u6700\u5f8c\u306b\u3001\u672c\u7a3c\u50cd\u3068\u8a55\u4fa1\u3067\u306f\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306b\u79fb\u884c\u3057\u3001\u305d\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u7d99\u7d9a\u7684\u306b\u76e3\u8996\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u306b\u5f93\u3046\u3053\u3068\u306f\u3001CRM\u5c0e\u5165\u306e\u6210\u529f\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u30fb\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3001\u52b9\u679c\u7684\u306b\u5c0e\u5165\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-change-management-and-adoption\">6.\u5909\u66f4\u7ba1\u7406\u3068\u63a1\u7528<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u5909\u66f4\u7ba1\u7406\u3068\u5c0e\u5165\u304c\u91cd\u8981\u306a\u8981\u7d20\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u6226\u7565\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><p><strong>CRM\u5c0e\u5165\u306e\u7406\u7531\u3092\u4f1d\u3048\u308b<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u7406\u7531\u3068\u3001\u305d\u308c\u304c\u30d3\u30b8\u30cd\u30b9\u3084\u65e5\u3005\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3069\u306e\u3088\u3046\u306a\u30e1\u30ea\u30c3\u30c8\u3092\u3082\u305f\u3089\u3059\u304b\u3092\u30c1\u30fc\u30e0\u306b\u660e\u78ba\u306b\u8aac\u660e\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u65e5\u3005\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u5168\u4f53\u7684\u306a\u52b9\u7387\u306b\u30d7\u30e9\u30b9\u306e\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u3092\u5f37\u8abf<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u304c\u3069\u306e\u3088\u3046\u306b\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u304b\u3092\u5f37\u8abf\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u5354\u529b\u7684\u306a\u74b0\u5883\u306e\u91b8\u6210<\/strong>:\u5f93\u696d\u54e1\u304c\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u306b\u95a2\u3057\u3066\u6c17\u8efd\u306b\u8cea\u554f\u3057\u305f\u308a\u3001\u30e6\u30fc\u30b6\u30fc\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306a\u3001\u5354\u529b\u7684\u306a\u74b0\u5883\u3092\u4f5c\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3001\u30e6\u30fc\u30b6\u30fc\u306b\u6a5f\u80fd\u3084\u7d71\u5408\u3092\u7406\u89e3\u3057\u3066\u3082\u3089\u3046\u3002<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306e\u4e3b\u306a\u6a5f\u80fd\u3068\u7d71\u5408\u3092\u30ab\u30d0\u30fc\u3059\u308b\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u958b\u767a\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u52b9\u679c\u7684\u306b\u4f7f\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u6e96\u5099\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c7\u30fc\u30bf\u5165\u529b\u3068\u66f4\u65b0\u306e\u57fa\u6e96\u3092\u8a2d\u5b9a\u3059\u308b<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306e\u4e00\u8cab\u6027\u3068\u6b63\u78ba\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u3001\u30c7\u30fc\u30bf\u5165\u529b\u3068\u66f4\u65b0\u306e\u660e\u78ba\u306a\u57fa\u6e96\u3092\u78ba\u7acb\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30e6\u30fc\u30b6\u30fc\u306e\u30bf\u30a4\u30d7\u306b\u5408\u308f\u305b\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30bb\u30c3\u30b7\u30e7\u30f3<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3067\u304d\u308b\u3088\u3046\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u30cb\u30fc\u30ba\u3084\u5f79\u5272\u306b\u5fdc\u3058\u3066\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30bb\u30c3\u30b7\u30e7\u30f3\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3057\u307e\u3059\u3002.<\/p><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u5909\u66f4\u7ba1\u7406\u306f\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u79fb\u884c\u304c\u30b9\u30e0\u30fc\u30ba\u3067\u3001\u3059\u3079\u3066\u306e\u30e6\u30fc\u30b6\u30fc\u306b\u597d\u8a55\u3067\u3042\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u30b9\u30ad\u30eb\u3068\u77e5\u8b58\u3092\u5f93\u696d\u54e1\u306b\u7fd2\u5f97\u3055\u305b\u308b\u305f\u3081\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u5909\u66f4\u7ba1\u7406\u3068\u5c0e\u5165\u306b\u3088\u308a\u3001\u30e6\u30fc\u30b6\u306f\u65b0\u3057\u3044 CRM \u30b7\u30b9\u30c6\u30e0\u3092\u5feb\u9069\u306b\u4f7f\u3044\u3053\u306a\u3059\u3053\u3068\u304c\u3067\u304d\u3001\u5c0e\u5165\u3068\u5229\u7528\u3092\u6210\u529f\u306b\u5c0e\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u52b9\u679c\u7684\u306aCRM\u306e\u5c0e\u5165\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306e\u30bf\u30fc\u30b2\u30c6\u30a3\u30f3\u30b0\u3001\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a\u306a\u3069\u3001\u9867\u5ba2\u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u7406\u89e3\u3057\u3001\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u3092\u9ad8\u3081\u308b\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-7-testing-and-quality-assurance\">7.\u8a66\u9a13\u3068\u54c1\u8cea\u4fdd\u8a3c<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"700\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-API-Audit-2024-5ce41391-1024x700.png\" alt=\"\u8a18\u9332\u306e\u8a31\u53ef\u3068\u76e3\u67fb\" class=\"wp-image-45264\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-API-Audit-2024-5ce41391-1024x700.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-API-Audit-2024-5ce41391-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-API-Audit-2024-5ce41391-768x525.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-API-Audit-2024-5ce41391-1536x1050.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-API-Audit-2024-5ce41391.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u8a18\u9332\u306e\u8a31\u53ef\u3068\u76e3\u67fb<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30b9\u30c8\u3068\u54c1\u8cea\u4fdd\u8a3c\u306f\u3001CRM\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002\u3053\u306e\u30d5\u30a7\u30fc\u30ba\u3067\u306f\u3001CRM \u30b7\u30b9\u30c6\u30e0\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u5f71\u97ff\u3059\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u30a8\u30e9\u30fc\u3084\u30d0\u30b0\u3001\u554f\u984c\u304c\u306a\u3044\u304b\u3069\u3046\u304b\u3092\u53b3\u3057\u304f\u30c1\u30a7\u30c3\u30af\u3057\u307e\u3059\u3002\u30c6\u30b9\u30c8\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u53d7\u5165\u30c6\u30b9\u30c8\uff08UAT\uff09\u3001\u30b7\u30b9\u30c6\u30e0\u7d71\u5408\u30c6\u30b9\u30c8\uff08SIT\uff09\u3001\u5358\u4f53\u30c6\u30b9\u30c8\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u7a2e\u985e\u306e\u30c6\u30b9\u30c8\u3092\u542b\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u53d7\u5165\u30c6\u30b9\u30c8\u3067\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u306e\u30cb\u30fc\u30ba\u3068\u671f\u5f85\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3001\u30b7\u30b9\u30c6\u30e0\u7d71\u5408\u30c6\u30b9\u30c8\u3067\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u4ed6\u306e\u30d3\u30b8\u30cd\u30b9\u30b7\u30b9\u30c6\u30e0\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u691c\u8a3c\u3057\u307e\u3059\u3002\u5358\u4f53\u30c6\u30b9\u30c8\u3067\u306f\u3001\u500b\u3005\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u304c\u6b63\u3057\u304f\u6a5f\u80fd\u3059\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u30c6\u30b9\u30c8\u306e\u76ee\u7684\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3001\u4e0d\u5177\u5408\u304c\u306a\u3044\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u5fb9\u5e95\u3057\u305f\u30c6\u30b9\u30c8\u3068\u54c1\u8cea\u4fdd\u8a3c\u306f\u3001\u6f5c\u5728\u7684\u306a\u554f\u984c\u3092\u672a\u7136\u306b\u9632\u304e\u3001CRM\u306e\u5c0e\u5165\u3092\u30b9\u30e0\u30fc\u30ba\u304b\u3064\u6210\u529f\u306b\u5c0e\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-7-launch-and-evaluation\">7.\u7acb\u3061\u4e0a\u3052\u3068\u8a55\u4fa1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306e\u6700\u5f8c\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u7acb\u3061\u4e0a\u3052\u3068\u8a55\u4fa1\u3067\u3059\u3002\u3053\u308c\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u6d3b\u52d5\u304c\u542b\u307e\u308c\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><p><strong>\u30ab\u30b9\u30bf\u30e0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u81ea\u52d5\u5316\u306e\u5b9f\u88c5<\/strong>:\u30ab\u30b9\u30bf\u30e0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u81ea\u52d5\u5316\u3092\u8a2d\u5b9a\u3057\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u306e\u305f\u3081\u306e\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u306e\u7d71\u5408<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u304c\u4ed6\u306e\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3055\u308c\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u4fc3\u9032\u3057\u3001\u91cd\u8907\u3092\u907f\u3051\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30ab\u30b9\u30bf\u30e0API\u306e\u53b3\u683c\u306a\u30c6\u30b9\u30c8\u306e\u5b9f\u65bd<\/strong>:\u30ab\u30b9\u30bf\u30e0API\u304c\u6b63\u3057\u304f\u6a5f\u80fd\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u7d71\u5408\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u3001\u5fb9\u5e95\u7684\u306b\u30c6\u30b9\u30c8\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30e6\u30fc\u30b6\u30fc\u306e\u5f79\u5272\u3068\u968e\u5c64\u306b\u57fa\u3065\u304f\u6a29\u9650\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u4f5c\u6210<\/strong>:\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u9069\u5207\u306a\u30a2\u30af\u30bb\u30b9\u30ec\u30d9\u30eb\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u5f79\u5272\u3068\u968e\u5c64\u306b\u6cbf\u3063\u305f\u6a29\u9650\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u5c0f\u898f\u6a21\u30c1\u30fc\u30e0\u306b\u3088\u308b\u30d9\u30fc\u30bf\u30c6\u30b9\u30c8\u306e\u5b9f\u65bd<\/strong>:\u5c11\u4eba\u6570\u306e\u30c1\u30fc\u30e0\u3067\u30d9\u30fc\u30bf\u30c6\u30b9\u30c8\u3092\u5b9f\u65bd\u3057\u3001\u554f\u984c\u70b9\u3092\u6d17\u3044\u51fa\u3057\u3001\u6539\u5584\u306e\u305f\u3081\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u96c6\u3081\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u5fae\u8abf\u6574\u3084\u8abf\u6574\u306e\u305f\u3081\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u53ce\u96c6<\/strong>:\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u8abf\u6574\u3092\u884c\u3046\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u79fb\u884c\u3092\u5bb9\u6613\u306b\u3059\u308b\u305f\u3081\u306e\u6bb5\u968e\u7684\u306a\u672c\u7a3c\u50cd\u306e\u8a08\u753b<\/strong>:\u6bb5\u968e\u7684\u306a\u672c\u7a3c\u50cd\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5b9f\u65bd\u3057\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306b\u5f90\u3005\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u3067\u3001\u6df7\u4e71\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u4e3b\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\uff08KPI\uff09\u306e\u8ffd\u8de1<\/strong>:CRM\u5c0e\u5165\u306e\u6210\u529f\u3092\u6e2c\u5b9a\u3059\u308b\u305f\u3081\u306e\u4e3b\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\u3092\u76e3\u8996\u3057\u3001\u6539\u5584\u70b9\u3092\u7279\u5b9a\u3059\u308b\u3002.<\/p><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ed\u30fc\u30f3\u30c1\u5f8c\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u7d99\u7d9a\u7684\u306b\u8a55\u4fa1\u3057\u3001\u6539\u5584\u70b9\u3092\u7279\u5b9a\u3057\u3001\u5fc5\u8981\u306a\u8abf\u6574\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u306e\u9032\u5316\u3059\u308b\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002CRM\u5c0e\u5165\u306e\u6210\u529f\u306b\u306f\u3001\u5c0e\u5165\u3068\u7d99\u7d9a\u7684\u306a\u8a55\u4fa1\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3001\u9577\u671f\u306b\u308f\u305f\u3063\u3066\u6700\u9069\u5316\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-evaluate-and-adjust-with-measurable-targets\">4.\u6e2c\u5b9a\u53ef\u80fd\u306a\u76ee\u6a19\u306b\u3088\u308b\u8a55\u4fa1\u3068\u8abf\u6574<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u5f8c\u3001\u305d\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8a55\u4fa1\u3057\u3001\u5fc5\u8981\u306a\u8abf\u6574\u3092\u884c\u3046\u305f\u3081\u306b\u306f\u3001\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u6e2c\u5b9a\u53ef\u80fd\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u9032\u6357\u72b6\u6cc1\u3092\u8ffd\u8de1\u3057\u3001\u5229\u7528\u72b6\u6cc1\u3092\u6700\u9069\u5316\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u3092\u9054\u6210\u3057\u306a\u304c\u3089\u6295\u8cc7\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5b9a\u671f\u7684\u306a\u8a55\u4fa1\u3068\u8abf\u6574\u306f\u3001CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u975e\u5e38\u306b\u91cd\u8981\u3067\u3042\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3001\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u7d9a\u3051\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u5f37\u5316\u3059\u308b\u5f37\u529b\u306a\u65b9\u6cd5\u3067\u3059\u3002\u9069\u5207\u306a\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3057\u3001\u5f93\u696d\u54e1\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u5fb9\u5e95\u3059\u308b\u3053\u3068\u304c\u3001\u6210\u529f\u3078\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002\u9032\u6357\u72b6\u6cc1\u3092\u7d99\u7d9a\u7684\u306b\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3057\u3001\u5fc5\u8981\u306a\u8abf\u6574\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u3092\u78ba\u5b9f\u306b\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8afa\u306b\u3082\u3042\u308b\u3088\u3046\u306b\u3001\u201c\u8a08\u753b\u306e\u306a\u3044\u76ee\u6a19\u306f\u305f\u3060\u306e\u5922 \u201d\u3067\u3042\u308b\u3002\u91ce\u5fc3\u306f\u5927\u5207\u3060\u304c\u3001\u30d3\u30b8\u30cd\u30b9\u3067\u6210\u529f\u3059\u308b\u306b\u306f\u3001\u73fe\u5b9f\u7684\u3067\u9054\u6210\u53ef\u80fd\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u660e\u78ba\u306a\u8a08\u753b\u304c\u306a\u3051\u308c\u3070\u3001\u30d5\u30e9\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3084\u3084\u308b\u6c17\u306e\u4f4e\u4e0b\u304c\u751f\u3058\u3001\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3068\u5f93\u696d\u54e1\u306e\u53cc\u65b9\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u304b\u306d\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u9032\u6357\u72b6\u6cc1\u3092\u8ffd\u8de1\u3057\u3001\u6539\u5584\u70b9\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u6709\u610f\u7fa9\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u3001\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u73fe\u5b9f\u7684\u306a\u76ee\u6a19\u3084\u671f\u9650\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u306e\u96c6\u4e2d\u529b\u3068\u9023\u643a\u304c\u4fdd\u305f\u308c\u307e\u3059\u3002CRM\u6226\u7565\u306f\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u5c0e\u5165\u3068\u9577\u671f\u7684\u306a\u6210\u529f\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306b\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1017\" height=\"724\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/investglass-blog-image.png\" alt=\"\" class=\"wp-image-46788\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/investglass-blog-image.png 1017w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/investglass-blog-image-300x214.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/investglass-blog-image-768x547.png 768w\" sizes=\"(max-width: 1017px) 100vw, 1017px\" \/><figcaption class=\"wp-element-caption\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9 <a href=\"https:\/\/www.investglass.com\/ja\/%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%a8%e3%81%af%e4%bd%95%e3%81%8b%ef%bc%9f\/\">\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For any business to succeed, a deep understanding of its customers is essential. This is where customer relationship management (CRM) plays a crucial role. CRM leverages data to analyze customer behavior and meet their needs effectively. A fundamental aspect of CRM is mapping the customer journey from initial awareness of your product or service to purchase and beyond.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\uff08KPI\uff09\u306e\u8ffd\u8de1\u306fCRM\u306e\u91cd\u8981\u306a\u90e8\u5206\u3067\u3059\u3002KPI\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3084\u8ca9\u58f2\u5b9f\u7e3e\u306a\u3069\u3001\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u5411\u3051\u305f\u9032\u6357\u72b6\u6cc1\u306b\u3064\u3044\u3066\u6e2c\u5b9a\u53ef\u80fd\u306a\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u6700\u3082\u95a2\u9023\u6027\u306e\u9ad8\u3044KPI\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u30d3\u30b8\u30cd\u30b9\u304c\u672c\u5f53\u306b\u91cd\u8981\u306a\u3053\u3068\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306f\u3001\u8cb4\u91cd\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u30fb\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001KPI\u306e\u8ffd\u8de1\u3092\u5408\u7406\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3053\u306e\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3044\u3001\u6226\u7565\u3092\u6700\u9069\u5316\u3057\u3001\u5168\u4f53\u7684\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\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\u5c0e\u5165\u306e\u6210\u529f\u306b\u5411\u3051\u305f\u52aa\u529b\u306e\u5f8c\u306b\u306f\u3001\u6210\u529f\u3092\u795d\u3046\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u5f93\u696d\u54e1\u306e\u30e2\u30c1\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u9ad8\u3081\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u7d99\u7d9a\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u6539\u5584\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u793a\u3059\u3053\u3068\u306b\u3082\u306a\u308a\u307e\u3059\u3002\u6210\u529f\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001\u4e2d\u9593\u7ba1\u7406\u8077\u3084\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u542b\u3080\u4e3b\u8981\u30e1\u30f3\u30d0\u30fc\u306b\u3088\u3063\u3066\u767a\u305b\u3089\u308c\u308b\u3079\u304d\u3067\u3059\u3002CRM\u5c0e\u5165\u306e\u6210\u529f\u3092\u795d\u3046\u3053\u3068\u306f\u3001\u30c1\u30fc\u30e0\u306e\u52aa\u529b\u3068\u732e\u8eab\u3092\u8a8d\u3081\u3001\u30b7\u30b9\u30c6\u30e0\u306e\u4fa1\u5024\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u306b\u91cd\u8981\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u306e\u91cd\u8981\u6027\u3092\u5f37\u8abf\u3059\u308b\u3053\u3068\u3067\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u5168\u54e1\u306b\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3055\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u7d4c\u55b6\u9663\u306e\u8cdb\u540c\u3082\u3001CRM\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u306b\u5bfe\u3059\u308b\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306e\u30b5\u30dd\u30fc\u30c8\u3068\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u793a\u3059\u3082\u306e\u3068\u3057\u3066\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306b\u6210\u529f\u3059\u308c\u3070\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u5927\u5e45\u306b\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9069\u5207\u306a\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3057\u3001\u9069\u5207\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u884c\u3046\u3053\u3068\u304c\u3001\u305d\u306e\u52b9\u679c\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u5316\u3059\u308b\u306b\u306f\u3001\u30c1\u30fc\u30e0\u3078\u306e\u5c0e\u5165\u4fc3\u9032\u304c\u91cd\u8981\u3067\u3059\u3002CRM\u306e\u4fa1\u5024\u3092\u4f1d\u3048\u3001\u6210\u529f\u4e8b\u4f8b\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u3067\u3001\u5f93\u696d\u54e1\u306fCRM\u306e\u52b9\u679c\u3092\u7406\u89e3\u3057\u3001\u71b1\u610f\u3092\u80b2\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3057\u3001\u305d\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u305f\u3081\u306e\u30d2\u30f3\u30c8\u3092\u3054\u7d39\u4ecb\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><p>CRM\u5c0e\u5165\u306e\u30b4\u30fc\u30eb\u3092\u660e\u78ba\u306b\u3059\u308b<\/p><\/li>\n\n\n\n<li><p>\u9069\u5207\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u3076<\/p><\/li>\n\n\n\n<li><p>\u5f93\u696d\u54e1\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/p><\/li>\n\n\n\n<li><p>\u8a55\u4fa1\u3068\u8abf\u6574<\/p><\/li>\n\n\n\n<li><p>\u6210\u529f\u3092\u795d\u304a\u3046\uff01<\/p><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e7%84%a1%e6%96%99%e3%81%a7%e5%a7%8b%e3%82%81%e3%82%8b\/\" target=\"_self\" rel=\"noopener noreferrer\">\u4eca\u3059\u3050InvestGlass\u306b\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044\u3002.<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-9-best-practices-for-crm-implementation\">9.CRM\u5c0e\u5165\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5c0e\u5165\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306f\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u3067\u4f55\u3092\u9054\u6210\u3057\u305f\u3044\u306e\u304b\u3001\u660e\u78ba\u306a\u76ee\u6a19\u3092\u5b9a\u3081\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u307e\u3057\u3087\u3046\u3002\u30d7\u30ed\u30bb\u30b9\u306e\u65e9\u3044\u6bb5\u968e\u3067\u5229\u5bb3\u95a2\u4fc2\u8005\u3092\u5dfb\u304d\u8fbc\u3080\u3053\u3068\u306f\u3001\u610f\u898b\u3092\u53ce\u96c6\u3057\u3001\u5168\u90e8\u9580\u304b\u3089\u306e\u8cdb\u540c\u3092\u5f97\u308b\u305f\u3081\u306b\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u30d3\u30b8\u30cd\u30b9\u306e\u30cb\u30fc\u30ba\u3084\u76ee\u6a19\u306b\u5408\u3063\u305fCRM\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3082\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002\u5f93\u696d\u54e1\u306e\u305f\u3081\u306e\u5305\u62ec\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u6295\u8cc7\u3059\u308b\u3053\u3068\u3067\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u6027\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u30c7\u30fc\u30bf\u306e\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3068\u79fb\u884c\u3092\u614e\u91cd\u306b\u884c\u3046\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u672c\u756a\u7a3c\u52d5\u524d\u306b\u30b7\u30b9\u30c6\u30e0\u3092\u5fb9\u5e95\u7684\u306b\u30c6\u30b9\u30c8\u3059\u308b\u3053\u3068\u3067\u3001\u3042\u3089\u3086\u308b\u554f\u984c\u3092\u7279\u5b9a\u3057\u3001\u4fee\u6b63\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u76e3\u8996\u3057\u3001\u5fc5\u8981\u306a\u8abf\u6574\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u30d3\u30b8\u30cd\u30b9\u30fb\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u7387\u3044\u308b\u3001\u5f79\u5272\u3068\u8cac\u4efb\u3092\u660e\u78ba\u306b\u3057\u305f\u5c02\u4efb\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30c1\u30fc\u30e0\u3092\u6301\u3064\u3053\u3068\u306f\u3001\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u3092\u76e3\u7763\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u6cbf\u3063\u305f\u660e\u78ba\u306aCRM\u6226\u7565\u306f\u3001\u5c0e\u5165\u306e\u6307\u91dd\u3068\u306a\u308a\u3001\u305d\u306e\u6210\u529f\u3092\u78ba\u5b9f\u306a\u3082\u306e\u306b\u3057\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306e\u62e1\u5f35\u6027\u3001\u4f7f\u3044\u3084\u3059\u3055\u3001\u7d71\u5408\u6a5f\u80fd\u3001\u30e2\u30d0\u30a4\u30eb\u3078\u306e\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3\u306a\u3069\u3092\u8003\u616e\u3057\u3001\u5c06\u6765\u7684\u306a\u6295\u8cc7\u306e\u53ef\u80fd\u6027\u3092\u691c\u8a0e\u3057\u307e\u3057\u3087\u3046\u3002\u696d\u754c\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306f\u3001\u8cb4\u793e\u306eCRM\u5c0e\u5165\u304c\u540c\u5206\u91ce\u306e\u4ed6\u4f01\u696d\u3068\u6bd4\u8f03\u3057\u3066\u3069\u3046\u306a\u306e\u304b\u3092\u77e5\u308b\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u4e0e\u3048\u3066\u304f\u308c\u307e\u3059\u3002\u307e\u305f\u3001\u904e\u53bb\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304b\u3089\u5b66\u3093\u3060\u6559\u8a13\u3092\u632f\u308a\u8fd4\u308b\u3053\u3068\u3067\u3001\u3088\u304f\u3042\u308b\u843d\u3068\u3057\u7a74\u3092\u56de\u907f\u3057\u3001\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u3092\u6539\u5584\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d9\u30b9\u30c8\u30fb\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u5f93\u3046\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u6210\u9577\u3092\u4fc3\u9032\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308bCRM\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-industry-benchmarks-and-lessons-learned\">\u696d\u754c\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3068\u6559\u8a13<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u696d\u754c\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3068\u6559\u8a13\u306f\u3001CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u696d\u754c\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3092\u8abf\u67fb\u3057\u3001\u7af6\u5408\u4ed6\u793e\u3068\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u4f55\u304c\u3046\u307e\u304f\u3044\u304d\u3001\u4f55\u304c\u3046\u307e\u304f\u3044\u304b\u306a\u3044\u306e\u304b\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3057\u305f\u4ed6\u306e\u4f01\u696d\u306e\u7d4c\u9a13\u304b\u3089\u5b66\u3076\u3053\u3068\u3067\u3001\u3088\u304f\u3042\u308b\u843d\u3068\u3057\u7a74\u3092\u56de\u907f\u3057\u3001\u6539\u5584\u3059\u3079\u304d\u9818\u57df\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u696d\u754c\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3084\u6559\u8a13\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u6700\u9069\u5316\u3057\u3001\u6700\u5927\u9650\u306e\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u3088\u308a\u52b9\u679c\u7684\u306aCRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306b\u5f79\u7acb\u3064\u3060\u3051\u3067\u306a\u304f\u3001\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3057\u3001\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%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\/\" target=\"_self\" rel=\"noopener noreferrer\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluating-crm-software-and-platform-options\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u9078\u629e\u80a2\u3092\u8a55\u4fa1\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u306f\u3001CRM\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002\u6570\u591a\u304f\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u3042\u308b\u4e2d\u3067\u3001\u5404\u30aa\u30d7\u30b7\u30e7\u30f3\u306e\u7279\u5fb4\u3001\u6a5f\u80fd\u6027\u3001\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3068\u306e\u4e92\u63db\u6027\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u306f\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u8003\u616e\u3059\u3079\u304d\u4e3b\u306a\u8981\u56e0\u3092\u3044\u304f\u3064\u304b\u7d39\u4ecb\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><p><strong>\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u3068\u5171\u306b\u6210\u9577\u3057\u3001\u5897\u5927\u3059\u308b\u30c7\u30fc\u30bf\u3068\u30e6\u30fc\u30b6\u30fc\u306e\u9700\u8981\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306aCRM\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u62e1\u5927\u306b\u5408\u308f\u305b\u3066\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u983b\u7e41\u306a\u30b7\u30b9\u30c6\u30e0\u5909\u66f4\u306e\u5fc5\u8981\u6027\u3092\u9632\u304e\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba<\/strong>:CRM\u304c\u7279\u5b9a\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u9069\u5fdc\u3067\u304d\u308b\u304b\u3069\u3046\u304b\u3092\u8a55\u4fa1\u3057\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306aCRM\u30b7\u30b9\u30c6\u30e0\u3067\u3042\u308c\u3070\u3001\u72ec\u81ea\u306e\u8981\u4ef6\u306b\u5408\u308f\u305b\u3066\u6a5f\u80fd\u3084\u7279\u5fb4\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u5c0e\u5165\u7387\u3084\u52b9\u7387\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u7d71\u5408<\/strong>:\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u3001\u55b6\u696d\u30c4\u30fc\u30eb\u306a\u3069\u306e\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306eCRM\u306e\u4e92\u63db\u6027\u3092\u8a55\u4fa1\u3059\u308b\u3002\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u9593\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u4fdd\u8a3c\u3057\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3092\u6e1b\u3089\u3057\u3001\u5168\u4f53\u7684\u306a\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30e6\u30fc\u30b6\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/strong>:CRM\u306e\u30e6\u30fc\u30b6\u30fc\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3001\u4f7f\u3044\u3084\u3059\u3055\u3001\u30e2\u30d0\u30a4\u30eb\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3\u3092\u8003\u616e\u3057\u307e\u3057\u3087\u3046\u3002\u30e6\u30fc\u30b6\u30fc\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306aCRM\u306f\u63a1\u7528\u3092\u4fc3\u9032\u3057\u3001\u751f\u7523\u6027\u3092\u6700\u5927\u5316\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u30e2\u30d0\u30a4\u30eb\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3\u306f\u3001\u30c1\u30fc\u30e0\u304c\u5916\u51fa\u5148\u304b\u3089\u91cd\u8981\u306a\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/strong>:CRM\u306e\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u3001\u898f\u5236\u8981\u4ef6\u3078\u306e\u6e96\u62e0\u3001\u707d\u5bb3\u5fa9\u65e7\u624b\u9806\u3092\u691c\u8a3c\u3057\u307e\u3059\u3002\u5805\u7262\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6a5f\u80fd\u3067\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u8b77\u3057\u3001\u696d\u754c\u6a19\u6e96\u3084\u898f\u5236\u3078\u306e\u6e96\u62e0\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30b3\u30b9\u30c8\u3068ROI<\/strong>:\u30e9\u30a4\u30bb\u30f3\u30b9\u6599\u3001\u5c0e\u5165\u30b3\u30b9\u30c8\u3001\u7d99\u7d9a\u7684\u306a\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u8cbb\u7528\u306a\u3069\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3092\u8a08\u7b97\u3059\u308b\u3002CRM\u304c\u52b9\u7387\u6027\u3001\u9867\u5ba2\u95a2\u4fc2\u3001\u53ce\u76ca\u6210\u9577\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u8003\u616e\u3057\u3001\u6f5c\u5728\u7684\u306a\u6295\u8cc7\u53ce\u76ca\u7387\uff08ROI\uff09\u3092\u8a55\u4fa1\u3059\u308b\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30d9\u30f3\u30c0\u30fc\u30b5\u30dd\u30fc\u30c8<\/strong>:CRM\u30d9\u30f3\u30c0\u30fc\u306e\u8a55\u5224\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30ea\u30bd\u30fc\u30b9\u3092\u8a55\u4fa1\u3059\u308b\u3002\u4fe1\u983c\u3067\u304d\u308b\u30d9\u30f3\u30c0\u30fc\u306e\u30b5\u30dd\u30fc\u30c8\u304c\u3042\u308c\u3070\u3001\u5fc5\u8981\u306a\u3068\u304d\u306b\u652f\u63f4\u3084\u30ea\u30bd\u30fc\u30b9\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u5c0e\u5165\u3068\u7d99\u7d9a\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u306e\u6700\u9069\u5316\u3092\u4fc3\u9032\u3057\u307e\u3059\u3002.<\/p><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u8981\u7d20\u3092\u614e\u91cd\u306b\u8a55\u4fa1\u3059\u308b\u3053\u3068\u3067\u3001\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308bCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-migrating-data-to-the-new-crm-system\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u30c7\u30fc\u30bf\u79fb\u884c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u30c7\u30fc\u30bf\u79fb\u884c\u306f\u3001\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002\u7dbf\u5bc6\u306b\u8a08\u753b\u3055\u308c\u305f\u30c7\u30fc\u30bf\u79fb\u884c\u6226\u7565\u306f\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u4fdd\u8a3c\u3057\u3001\u696d\u52d9\u3078\u306e\u6df7\u4e71\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u305f\u3081\u306e\u4e3b\u306a\u8003\u616e\u4e8b\u9805\u3092\u7d39\u4ecb\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><p><strong>\u30c7\u30fc\u30bf\u8a55\u4fa1<\/strong>:\u65e2\u5b58\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u54c1\u8cea\u3068\u6b63\u78ba\u6027\u3092\u8a55\u4fa1\u3057\u3001\u4e0d\u6574\u5408\u3084\u91cd\u8907\u3092\u7279\u5b9a\u3059\u308b\u3002\u5fb9\u5e95\u7684\u306a\u30c7\u30fc\u30bf\u8a55\u4fa1\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u30af\u30ea\u30fc\u30f3\u3067\u95a2\u9023\u6027\u306e\u9ad8\u3044\u30c7\u30fc\u30bf\u306e\u307f\u3092\u65b0\u30b7\u30b9\u30c6\u30e0\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c7\u30fc\u30bf\u30de\u30c3\u30d4\u30f3\u30b0<\/strong>:\u65e2\u5b58\u306e\u30c7\u30fc\u30bf\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30c7\u30fc\u30bf\u69cb\u9020\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u9069\u5207\u306a\u30c7\u30fc\u30bf\u30de\u30c3\u30d4\u30f3\u30b0\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u5fc5\u8981\u306a\u60c5\u5831\u304c\u3059\u3079\u3066\u6b63\u78ba\u306b\u8ee2\u9001\u3055\u308c\u3001\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u3067\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb<\/strong>:\u30c7\u30fc\u30bf\u79fb\u884c\u30c4\u30fc\u30eb\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u6d3b\u7528\u3057\u3001\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30a8\u30e9\u30fc\u3084\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30c4\u30fc\u30eb\u306f\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u52b9\u7387\u6027\u3068\u6b63\u78ba\u6027\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c7\u30fc\u30bf\u691c\u8a3c<\/strong>:\u79fb\u884c\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u3068\u5b8c\u5168\u6027\u3092\u691c\u8a3c\u3057\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306e\u8981\u4ef6\u3068\u4e00\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306e\u691c\u8a3c\u306f\u3001\u696d\u52d9\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u524d\u306b\u554f\u984c\u3092\u7279\u5b9a\u3057\u3001\u4fee\u6b63\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/strong>:\u898f\u5236\u8981\u4ef6\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77\u30dd\u30ea\u30b7\u30fc\u3092\u9075\u5b88\u3057\u3001\u79fb\u884c\u30c7\u30fc\u30bf\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u5b8c\u5168\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3002\u79fb\u884c\u6642\u306b\u5f37\u56fa\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3067\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u8b77\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u3002.<\/p><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u79fb\u884c\u6226\u7565\u3092\u6210\u529f\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306e\u6a5f\u80fd\u3092\u6d3b\u7528\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3059\u308b\u305f\u3081\u306e\u5f37\u56fa\u306a\u57fa\u76e4\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-testing-thoroughly-and-monitoring-performance\">\u5fb9\u5e95\u3057\u305f\u30c6\u30b9\u30c8\u3068\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u76e3\u8996<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3001\u52b9\u7387\u7684\u306b\u904b\u7528\u3055\u308c\u308b\u305f\u3081\u306b\u306f\u3001\u5fb9\u5e95\u7684\u306a\u30c6\u30b9\u30c8\u3068\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u30c6\u30b9\u30c8\u3068\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306e\u305f\u3081\u306e\u4e3b\u306a\u8003\u616e\u4e8b\u9805\u3092\u8aac\u660e\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><p><strong>\u6a5f\u80fd\u30c6\u30b9\u30c8<\/strong>:\u30c7\u30fc\u30bf\u5165\u529b\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30ec\u30dd\u30fc\u30c8\u306a\u3069\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u6a5f\u80fd\u3092\u691c\u8a3c\u3057\u307e\u3059\u3002\u6a5f\u80fd\u30c6\u30b9\u30c8\u3067\u306f\u3001\u3059\u3079\u3066\u306e\u6a5f\u80fd\u304c\u610f\u56f3\u3057\u305f\u3068\u304a\u308a\u306b\u52d5\u4f5c\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u7d71\u5408\u30c6\u30b9\u30c8<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u3068\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u3092\u30c6\u30b9\u30c8\u3057\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30fc\u30bf\u4ea4\u63db\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u7d71\u5408\u30c6\u30b9\u30c8\u306f\u3001CRM\u304c\u4ed6\u306e\u30d3\u30b8\u30cd\u30b9\u30c4\u30fc\u30eb\u3068\u52b9\u679c\u7684\u306b\u901a\u4fe1\u3057\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3084\u975e\u52b9\u7387\u3092\u9632\u3050\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30e6\u30fc\u30b6\u30fc\u53d7\u3051\u5165\u308c\u30c6\u30b9\u30c8<\/strong>:\u30e6\u30fc\u30b6\u30fc\u53d7\u3051\u5165\u308c\u30c6\u30b9\u30c8\u3092\u5b9f\u65bd\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u30d3\u30b8\u30cd\u30b9\u8981\u4ef6\u3068\u30e6\u30fc\u30b6\u30fc\u306e\u671f\u5f85\u306b\u5fdc\u3048\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3002\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u3092\u30c6\u30b9\u30c8\u306b\u53c2\u52a0\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u30e6\u30fc\u30b6\u30d3\u30ea\u30c6\u30a3\u306e\u554f\u984c\u3092\u7279\u5b9a\u3057\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u5f7c\u3089\u306e\u65e5\u5e38\u696d\u52d9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u76e3\u8996\u3057\u3001\u30c7\u30fc\u30bf\u51e6\u7406\u901f\u5ea6\u3001\u30b7\u30b9\u30c6\u30e0\u7a3c\u50cd\u6642\u9593\u3001\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u7387\u306a\u3069\u306e\u6307\u6a19\u3092\u8ffd\u8de1\u3057\u307e\u3059\u3002\u7d99\u7d9a\u7684\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u76e3\u8996\u306b\u3088\u308a\u3001\u554f\u984c\u3092\u8fc5\u901f\u306b\u7279\u5b9a\u3057\u3066\u5bfe\u51e6\u3057\u3001\u6700\u9069\u306a\u30b7\u30b9\u30c6\u30e0\u904b\u7528\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u554f\u984c\u89e3\u6c7a<\/strong>:\u554f\u984c\u3092\u89e3\u6c7a\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u61f8\u5ff5\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u3067\u3001\u8fc5\u901f\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u4fdd\u8a3c\u3057\u3001\u30c0\u30a6\u30f3\u30bf\u30a4\u30e0\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u307e\u3059\u3002\u660e\u78ba\u306a\u554f\u984c\u89e3\u6c7a\u30d7\u30ed\u30bb\u30b9\u306b\u3088\u308a\u3001\u3042\u3089\u3086\u308b\u554f\u984c\u304c\u8fc5\u901f\u306b\u89e3\u6c7a\u3055\u308c\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u6e80\u8db3\u5ea6\u3068\u30b7\u30b9\u30c6\u30e0\u306e\u4fe1\u983c\u6027\u304c\u7dad\u6301\u3055\u308c\u307e\u3059\u3002.<\/p><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5fb9\u5e95\u7684\u306b\u30c6\u30b9\u30c8\u3057\u3001\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3057\u3001\u30b7\u30b9\u30c6\u30e0\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u6700\u9069\u5316\u3057\u3001CRM\u5c0e\u5165\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-going-live-and-evaluating-crm-implementation-success\">\u672c\u756a\u7a3c\u52d5\u3068CRM\u5c0e\u5165\u306e\u6210\u529f\u8a55\u4fa1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u306e\u672c\u7a3c\u50cd\u306f\u3001\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3068\u306a\u308a\u307e\u3059\u3002\u672c\u7a3c\u50cd\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u5c0e\u5165\u306e\u6210\u529f\u3092\u8a55\u4fa1\u3057\u3001\u6539\u5584\u70b9\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u672c\u756a\u7a3c\u52d5\u3068CRM\u5c0e\u5165\u306e\u6210\u529f\u3092\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306e\u4e3b\u306a\u691c\u8a0e\u4e8b\u9805\u3092\u7d39\u4ecb\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><p><strong>\u6253\u3061\u4e0a\u3052\u8a08\u753b<\/strong>:\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30b5\u30dd\u30fc\u30c8\u6226\u7565\u306a\u3069\u3001\u5305\u62ec\u7684\u306a\u7acb\u3061\u4e0a\u3052\u8a08\u753b\u3092\u7b56\u5b9a\u3059\u308b\u3002\u8a08\u753b\u7684\u306b\u7acb\u3061\u4e0a\u3052\u308b\u3053\u3068\u3067\u3001\u3059\u3079\u3066\u306e\u95a2\u4fc2\u8005\u304c\u6e96\u5099\u3092\u6574\u3048\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30e6\u30fc\u30b6\u30fc\u306e\u63a1\u7528<\/strong>:\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u7387\u3092\u76e3\u8996\u3057\u3001\u30b7\u30b9\u30c6\u30e0\u306e\u5229\u7528\u304c\u6210\u529f\u3059\u308b\u3088\u3046\u306b\u7d99\u7d9a\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u9650\u306b\u767a\u63ee\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u306e\u4fc3\u9032\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30b7\u30b9\u30c6\u30e0\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8a55\u4fa1\u3057\u3001\u30c7\u30fc\u30bf\u54c1\u8cea\u3001\u30b7\u30b9\u30c6\u30e0\u7a3c\u50cd\u6642\u9593\u3001\u30e6\u30fc\u30b6\u30fc\u6e80\u8db3\u5ea6\u306a\u3069\u306e\u6307\u6a19\u3092\u8ffd\u8de1\u3057\u307e\u3059\u3002\u5b9a\u671f\u7684\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u8a55\u4fa1\u306b\u3088\u308a\u3001\u3042\u3089\u3086\u308b\u554f\u984c\u3092\u7279\u5b9a\u3057\u3001\u30b7\u30b9\u30c6\u30e0\u306e\u52b9\u7387\u7684\u306a\u904b\u7528\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u679c<\/strong>:CRM\u306e\u5c0e\u5165\u304c\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3001\u58f2\u4e0a\u9ad8\u3001\u696d\u52d9\u52b9\u7387\u306a\u3069\u306e\u30d3\u30b8\u30cd\u30b9\u6210\u679c\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u8a55\u4fa1\u3059\u308b\u3002\u30d3\u30b8\u30cd\u30b9\u6210\u679c\u306e\u6e2c\u5b9a\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u6709\u52b9\u6027\u3068ROI\u306e\u6c7a\u5b9a\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p><\/li>\n\n\n\n<li><p><strong>\u7d99\u7d9a\u7684\u6539\u5584<\/strong>:\u7d99\u7d9a\u7684\u306a\u6539\u5584\u30d7\u30ed\u30bb\u30b9\u3092\u78ba\u7acb\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u3084\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3057\u3001\u5f37\u5316\u3059\u3079\u304d\u5206\u91ce\u3092\u7279\u5b9a\u3059\u308b\u3002\u7d99\u7d9a\u7684\u306a\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3068\u8abf\u6574\u306b\u3088\u308a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u9032\u5316\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3057\u7d9a\u3051\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u3002.<\/p><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5c0e\u5165\u306e\u6210\u529f\u3092\u614e\u91cd\u306b\u8a55\u4fa1\u3059\u308b\u3053\u3068\u3067\u3001\u7acb\u3061\u4e0a\u3052\u3092\u78ba\u5b9f\u306b\u6210\u529f\u3055\u305b\u3001\u30b7\u30b9\u30c6\u30e0\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u6700\u9069\u5316\u3057\u3001CRM\u5c0e\u5165\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\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\">CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u5165\u5ff5\u306a\u8a08\u753b\u3001\u5b9f\u884c\u3001\u7d99\u7d9a\u7684\u306a\u7ba1\u7406\u304c\u5fc5\u8981\u3067\u3059\u3002\u672c\u30ac\u30a4\u30c9\u3067\u8aac\u660e\u3059\u308b\u30b9\u30c6\u30c3\u30d7\u306b\u5f93\u3046\u3053\u3068\u3067\u3001\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5f37\u5316\u3001\u696d\u52d9\u306e\u52b9\u7387\u5316\u3092\u5b9f\u73fe\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">InvestGlass\u3067\u306eCRM\u5c0e\u5165 - \u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1.\u306a\u305cCRM\u306e\u5c0e\u5165\u304c\u4f01\u696d\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406\u3057\u3001\u30c1\u30fc\u30e0\u9593\u306e\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u5411\u4e0a\u3055\u305b\u3001\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u6d1e\u5bdf\u3067\u610f\u601d\u6c7a\u5b9a\u3092\u5f37\u5316\u3057\u307e\u3059\u3002InvestGlass\u306fCRM\u30c4\u30fc\u30eb\u3092\u4f01\u696d\u306e\u6226\u7565\u306b\u5408\u308f\u305b\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u304a\u624b\u4f1d\u3044\u3092\u3044\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2.CRM\u5c0e\u5165\u306e\u4e3b\u306a\u30e1\u30ea\u30c3\u30c8\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a\u3001\u696d\u52d9\u306e\u5408\u7406\u5316\u3001\u58f2\u4e0a\u306e\u5897\u52a0\u3001\u30c7\u30fc\u30bf\u7ba1\u7406\u306e\u6539\u5584\u306a\u3069\u306e\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002InvestGlass\u3067\u306f\u3001\u67d4\u8edf\u306a\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u30d3\u30e5\u30fc\u3001\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5bfe\u5fdc\u306e\u30c7\u30fc\u30bf\u7ba1\u7406\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u5229\u70b9\u3092\u5f15\u304d\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3.\u306a\u305c\u591a\u304f\u306eCRM\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u5931\u6557\u3059\u308b\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e70%\u8fd1\u304f\u306f\u3001\u8a08\u753b\u4e0d\u8db3\u3001\u30e6\u30fc\u30b6\u30fc\u63a1\u7528\u306e\u5f31\u3055\u3001\u4e0d\u6b63\u78ba\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u304c\u539f\u56e0\u3067\u5931\u6557\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u30ac\u30a4\u30c9\u4ed8\u304d\u5c0e\u5165\u30d7\u30e9\u30f3\u3001\u67d4\u8edf\u306a\u7d71\u5408\u3001\u5c02\u7528\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4.CRM\u3092\u5c0e\u5165\u3059\u308b\u524d\u306b\u5fc5\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3068\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u6a19\u306e\u5b9a\u7fa9\u3001\u5229\u5bb3\u95a2\u4fc2\u8005\u306e\u95a2\u4e0e\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u8a55\u4fa1\u3001\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u306e\u8a2d\u5b9a\u3002InvestGlass\u306f\u69cb\u9020\u5316\u3055\u308c\u305f\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u63d0\u4f9b\u3057\u3001\u304a\u5ba2\u69d8\u306e\u696d\u754c\u3084\u4e8b\u696d\u898f\u6a21\u306b\u9069\u5408\u3059\u308b\u3088\u3046\u9069\u5fdc\u53ef\u80fd\u306a\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5.CRM\u30bd\u30d5\u30c8\u306e\u9078\u3073\u65b9\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306aCRM\u306f\u62e1\u5f35\u6027\u3001\u7d71\u5408\u6027\u3001\u4f7f\u3044\u3084\u3059\u3055\u306e\u30d0\u30e9\u30f3\u30b9\u304c\u53d6\u308c\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u88fd\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30e2\u30b8\u30e5\u30fc\u30eb\u6a5f\u80fd\u3092\u517c\u306d\u5099\u3048\u3066\u304a\u308a\u3001\u91d1\u878d\u3001\u4e0d\u52d5\u7523\u3001\u305d\u306e\u4ed6\u306e\u696d\u754c\u306b\u9069\u5fdc\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6.CRM\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u7d71\u5408\u306f\u3069\u306e\u3088\u3046\u306b\u884c\u308f\u308c\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u306f\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3055\u308c\u3001\u30de\u30c3\u30d4\u30f3\u30b0\u3055\u308c\u3001\u691c\u8a3c\u3055\u308c\u3001\u5b89\u5168\u306b\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u306b\u8ee2\u9001\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002InvestGlass\u306f\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3068API\u7d71\u5408\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u4f1a\u8a08\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001ERP\u30c4\u30fc\u30eb\u9593\u306e\u7d99\u7d9a\u6027\u3092\u78ba\u4fdd\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7.\u793e\u54e1\u7814\u4fee\u306f\u306a\u305c\u91cd\u8981\u306a\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e6\u30fc\u30b6\u30fc\u306e\u63a1\u7528\u304cCRM\u306e\u6210\u529f\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002InvestGlass\u306f\u76f4\u611f\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u30e6\u30fc\u30b6\u30fc\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u63d0\u4f9b\u3057\u3001\u30c1\u30fc\u30e0\u304c\u65e5\u3005\u306e\u4f7f\u7528\u3092\u53d7\u3051\u5165\u308c\u3084\u3059\u304f\u3057\u3001\u5909\u5316\u3078\u306e\u62b5\u6297\u3092\u6e1b\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">8.CRM\u306f\u4e8b\u696d\u6226\u7565\u3068\u3069\u306e\u3088\u3046\u306b\u6574\u5408\u3055\u305b\u308b\u3079\u304d\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u53ce\u76ca\u306e\u5897\u52a0\u3001\u5b9a\u7740\u7387\u306e\u5411\u4e0a\u3001\u52b9\u7387\u306e\u6539\u5584\u3068\u3044\u3063\u305f\u5168\u4f53\u7684\u306a\u76ee\u6a19\u3092\u53cd\u6620\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002InvestGlass\u306f\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001KPI\u3092\u6226\u7565\u7684\u76ee\u6a19\u306b\u76f4\u63a5\u5408\u308f\u305b\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">9.\u5909\u66f4\u7ba1\u7406\u3068\u63a1\u7528\u306f\u3069\u306e\u3088\u3046\u306b\u884c\u3046\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u4f53\u7cfb\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u7d99\u7d9a\u7684\u306a\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002InvestGlass\u306f\u3001\u6bb5\u968e\u7684\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u3001\u6a29\u9650\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u5404\u90e8\u9580\u3067\u306e\u63a1\u7528\u3092\u5bb9\u6613\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">10.CRM\u5c0e\u5165\u306e\u6210\u529f\u306f\u3069\u306e\u3088\u3046\u306b\u6e2c\u5b9a\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u58f2\u4e0a\u6210\u9577\u3001\u9867\u5ba2\u7dad\u6301\u3001\u30b7\u30b9\u30c6\u30e0\u5229\u7528\u306a\u3069\u306eKPI\u3092\u8ffd\u8de1\u3057\u307e\u3059\u3002InvestGlass\u306f\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3068\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3001\u63a1\u7528\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001ROI\u3092\u6e2c\u5b9a\u3057\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u3092\u304a\u7d04\u675f\u3057\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Implementing a CRM system is a crucial step in improving customer relationships, streamlining operations, and driving business growth. However, a successful implementation requires careful planning, the right strategy, and ongoing optimization. Without proper execution, businesses may struggle with low user adoption, data inconsistencies, and missed opportunities. In this guide, we\u2019ll share five essential tips to help you implement your CRM effectively, ensuring it delivers long-term value and enhances your overall business performance. Understanding CRM and Its Benefits Customer Relationship Management (CRM) is a strategic approach to managing customer interactions and data. It involves using technology to organize, automate, and synchronize customer data to improve customer relationships, increase productivity, and support [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":45265,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35,918,914],"class_list":["post-45172","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking","tag-crm-software","tag-financial-service-marketing"],"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>5 Tips to a Successful CRM Implementation Strategy<\/title>\n<meta name=\"description\" content=\"Discover practical tips for a successful CRM implementation that drives business growth. Learn how to optimize your strategy for lasting results. Read more!\" \/>\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\/crm\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b5\u3064\u306e\u30d2\u30f3\u30c8\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Tips To A Successful CRM Implementation\" \/>\n<meta property=\"og:description\" content=\"Implementing a CRM system is a crucial step in improving customer\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/crm\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b5\u3064\u306e\u30d2\u30f3\u30c8\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2025-04-14T09:09:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-06T16:51:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/linkedin-sales-solutions-46bom4lObsA-unsplash-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2048\" \/>\n\t<meta property=\"og:image:height\" content=\"1365\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u57f7\u7b46\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data2\" content=\"29\u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"CRM\u5c0e\u5165\u6226\u7565\u3092\u6210\u529f\u306b\u5c0e\u304f5\u3064\u306e\u30d2\u30f3\u30c8","description":"\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u4fc3\u9032\u3059\u308bCRM\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u5b9f\u8df5\u7684\u306a\u30d2\u30f3\u30c8\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\u6210\u679c\u3092\u6301\u7d9a\u3055\u305b\u308b\u305f\u3081\u306b\u6226\u7565\u3092\u6700\u9069\u5316\u3059\u308b\u65b9\u6cd5\u3092\u5b66\u3073\u307e\u3057\u3087\u3046\u3002\u7d9a\u304d\u3092\u8aad\u3080","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ja\/crm\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b5\u3064\u306e\u30d2\u30f3\u30c8\/","og_locale":"ja_JP","og_type":"article","og_title":"5 Tips To A Successful CRM Implementation","og_description":"Implementing a CRM system is a crucial step in improving customer","og_url":"https:\/\/www.investglass.com\/ja\/crm\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b5\u3064\u306e\u30d2\u30f3\u30c8\/","og_site_name":"InvestGlass","article_published_time":"2025-04-14T09:09:00+00:00","article_modified_time":"2025-10-06T16:51:13+00:00","og_image":[{"width":2048,"height":1365,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/linkedin-sales-solutions-46bom4lObsA-unsplash-scaled.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u57f7\u7b46\u8005":"InvestGlass","\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593":"29\u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"5 Tips To A Successful CRM Implementation","datePublished":"2025-04-14T09:09:00+00:00","dateModified":"2025-10-06T16:51:13+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/"},"wordCount":6278,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/linkedin-sales-solutions-46bom4lObsA-unsplash-scaled.jpg","keywords":["CRM for banking","CRM software","financial service marketing"],"articleSection":["Article"],"inLanguage":"ja","copyrightYear":"2025","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ja\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/","url":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/","name":"CRM\u5c0e\u5165\u6226\u7565\u3092\u6210\u529f\u306b\u5c0e\u304f5\u3064\u306e\u30d2\u30f3\u30c8","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/linkedin-sales-solutions-46bom4lObsA-unsplash-scaled.jpg","datePublished":"2025-04-14T09:09:00+00:00","dateModified":"2025-10-06T16:51:13+00:00","description":"\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u4fc3\u9032\u3059\u308bCRM\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u5b9f\u8df5\u7684\u306a\u30d2\u30f3\u30c8\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\u6210\u679c\u3092\u6301\u7d9a\u3055\u305b\u308b\u305f\u3081\u306b\u6226\u7565\u3092\u6700\u9069\u5316\u3059\u308b\u65b9\u6cd5\u3092\u5b66\u3073\u307e\u3057\u3087\u3046\u3002\u7d9a\u304d\u3092\u8aad\u3080","breadcrumb":{"@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#breadcrumb"},"inLanguage":"ja","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/"]}]},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/linkedin-sales-solutions-46bom4lObsA-unsplash-scaled.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/linkedin-sales-solutions-46bom4lObsA-unsplash-scaled.jpg","width":2048,"height":1365,"caption":"Successful CRM Implementation"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"5 Tips To A Successful CRM Implementation"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","description":"\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ja"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","image":{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ja\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/5-tips-to-a-successful-crm-implementation\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/45172","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/comments?post=45172"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/45172\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media\/45265"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media?parent=45172"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/categories?post=45172"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/tags?post=45172"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}