{"id":49238,"date":"2026-03-11T11:10:00","date_gmt":"2026-03-11T10:10:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49238"},"modified":"2026-03-09T11:43:13","modified_gmt":"2026-03-09T10:43:13","slug":"%e3%83%aa%e3%83%bc%e3%83%89%e3%83%bb%e3%83%ab%e3%83%bc%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%bb%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2-%e8%a6%8f%e5%88%b6%e3%83%bb%e9%87%91%e8%9e%8d","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/lead-routing-software-the-2026-guide-for-regulated-and-financial-institutions\/","title":{"rendered":"\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff1a\u898f\u5236\u30fb\u91d1\u878d\u6a5f\u95a2\u306e\u305f\u3081\u306e2026\u5e74\u30ac\u30a4\u30c9"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2026\u5e74\u3001\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a8\u30a2\u306f\u3001\u6b21\u306e\u5206\u91ce\u306b\u304a\u3044\u3066\u4e0d\u53ef\u6b20\u306a\u30a4\u30f3\u30d5\u30e9\u3068\u306a\u3063\u3066\u3044\u308b\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%a9%e3%82%a4%e3%83%99%e3%83%bc%e3%83%88%e3%83%90%e3%83%b3%e3%82%af%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9\/\" target=\"_self\">\u9280\u884c<\/a>, \u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u4e0d\u52d5\u7523\u30d5\u30a1\u30f3\u30c9\u3001\u516c\u7684\u6a5f\u95a2\u306a\u3069\u3001\u554f\u3044\u5408\u308f\u305b\u3092\u52b9\u7387\u7684\u304b\u3064\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u5247\u3063\u3066\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u306b\u3064\u306a\u3052\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u3001\u30a6\u30a7\u30d6\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u5165\u529b\u3055\u308c\u305f\u30ea\u30fc\u30c9\u3092\u81ea\u52d5\u7684\u306b\u5272\u308a\u5f53\u3066\u307e\u3059\u3001, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%bb%e3%82%ad%e3%83%a3%e3%83%b3%e3%83%9a%e3%83%bc%e3%83%b3%e3%81%a8%e3%81%af\/\" target=\"_self\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/a>, \u7d39\u4ecb\u3001\u30b3\u30fc\u30eb\u30bb\u30f3\u30bf\u30fc\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u7d39\u4ecb\u8005\u304b\u3089\u3001\u9069\u5207\u306a\u55b6\u696d\u62c5\u5f53\u8005\u3001\u307e\u305f\u306f <a rel=\"noopener noreferrer\" 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\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/a> \u4e8b\u524d\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u30eb\u30fc\u30eb\u3068\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u3044\u307e\u3059\u3002\u30ea\u30fc\u30c9\u306e\u751f\u6210\u304b\u3089\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u307e\u3067\u306e\u6d41\u308c\u3092\u7ba1\u7406\u3057\u3001\u8907\u6570\u306e\u30c1\u30e3\u30cd\u30eb\u304b\u3089\u53ce\u96c6\u3057\u305f\u898b\u8fbc\u307f\u5ba2\u3092\u8fc5\u901f\u304b\u3064\u52b9\u679c\u7684\u306b\u51e6\u7406\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002\u898f\u5236\u3092\u53d7\u3051\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u6b63\u78ba\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u3082\u306f\u3084\u5358\u306a\u308b\u696d\u52d9\u4e0a\u306e\u4fbf\u5b9c\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002GDPR\u3001FINMA\u3001FCA\u3001CSSF\u306b\u3088\u308b\u898f\u5236\u5f37\u5316\u306b\u52a0\u3048\u3001\u9069\u683c\u306a\u898b\u8fbc\u307f\u5ba2\u306b\u6570\u6642\u9593\u3067\u306f\u306a\u304f\u6570\u5206\u4ee5\u5185\u306b\u30b3\u30f3\u30bf\u30af\u30c8\u3092\u53d6\u308b\u3053\u3068\u3078\u306e\u671f\u5f85\u306e\u9ad8\u307e\u308a\u306b\u3088\u308a\u3001\u4eca\u3084\u53d6\u7de0\u5f79\u4f1a\u30ec\u30d9\u30eb\u306e\u512a\u5148\u4e8b\u9805\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u5192\u982d\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u95a2\u3059\u308b\u4e3b\u306a\u8cea\u554f\u306b\u5bfe\u3059\u308b\u5b9f\u8df5\u7684\u306a\u56de\u7b54\u3092\u63d0\u4f9b\u3057\u3001\u305d\u306e\u5f8c\u3001\u9078\u629e\u3001\u5c0e\u5165\u3001\u6700\u9069\u5316\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u3078\u3068\u5c55\u958b\u3057\u307e\u3059\u3002\u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u3069\u306e\u3088\u3046\u306b\u30bb\u30fc\u30eb\u30b9\u3068\u7d71\u5408\u3055\u308c\u308b\u306e\u304b\u306b\u3064\u3044\u3066\u3082\u89e6\u308c\u3066\u3044\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" 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%82%92%e5%a2%97%e3%82%84%e3%81%99%e6%96%b9%e6%b3%95-%e6%88%90%e5%8a%9f%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%88%e3%83%83\/\" target=\"_self\">\u58f2\u4e0a\u5411\u4e0a\u306e\u305f\u3081\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3<\/a> \u52b9\u7387\u3068\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387InvestGlass\u306f\u4ee5\u4e0b\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e4%b8%bb%e6%a8%a9%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b\/\" target=\"_self\">\u541b\u4e3b<\/a> \u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3068CRM\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u308b\u304b\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u5c55\u958b\u3055\u308c\u307e\u3059\u3002\u304a\u5ba2\u69d8\u306e\u4e3b\u6a29\u3092\u5b88\u308a\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u8ca1\u52d9\u30c7\u30fc\u30bf\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u3053\u306e\u30ac\u30a4\u30c9\u3067\u5b66\u3079\u308b\u3053\u3068<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306f\u4f55\u304b\u3001\u6700\u65b0\u306eCRM\u30b9\u30bf\u30c3\u30af\u306e\u4e2d\u3067\u3069\u306e\u3088\u3046\u306b\u6a5f\u80fd\u3059\u308b\u304b<\/li>\n\n\n\n<li>\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u304c\u91d1\u878d\u3084\u898f\u5236\u74b0\u5883\u306b\u7279\u306b\u91cd\u8981\u306a\u7406\u7531<\/li>\n\n\n\n<li>\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u8a55\u4fa1\u3059\u3079\u304d\u30b3\u30a2\u6a5f\u80fd<\/li>\n\n\n\n<li>InvestGlass\u306f\u3069\u306e\u3088\u3046\u306b\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3067\u30bd\u30d6\u30ea\u30f3\u30fb\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u304b<\/li>\n\n\n\n<li>\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u306e\u7a2e\u985e\u3068\u305d\u308c\u305e\u308c\u306e\u4f7f\u7528\u6642\u671f<\/li>\n\n\n\n<li>\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u306e\u9078\u5b9a\u57fa\u6e96\u3068\u5b9f\u65bd\u624b\u9806<\/li>\n\n\n\n<li>\u30e1\u30ea\u30c3\u30c8\u3001\u8cbb\u7528\u3001\u3088\u304f\u3042\u308b\u8cea\u554f<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"665\" data-id=\"38569\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/03\/Lead-Capture-with-InvestGlass-1024x665.png\" alt=\"\u30ea\u30fc\u30c9\u30fb\u30ad\u30e3\u30d7\u30c1\u30e3\u30fc \u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\" class=\"wp-image-38569\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/03\/Lead-Capture-with-InvestGlass-1024x665.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/03\/Lead-Capture-with-InvestGlass-300x195.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/03\/Lead-Capture-with-InvestGlass-768x499.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/03\/Lead-Capture-with-InvestGlass-1536x998.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/03\/Lead-Capture-with-InvestGlass.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30ea\u30fc\u30c9\u30fb\u30ad\u30e3\u30d7\u30c1\u30e3\u30fc \u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-lead-routing-software\">\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306f\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30a6\u30a7\u30d6\u30fb\u30d5\u30a9\u30fc\u30e0\u3084\u7d39\u4ecb\u304b\u3089\u306e\u30a4\u30f3\u30d0\u30a6\u30f3\u30c9\u30fb\u30ea\u30fc\u30c9\u3092\u5206\u914d\u3057\u3001\u30ea\u30fc\u30c9\u5272\u308a\u5f53\u3066\u3092\u81ea\u52d5\u7684\u306b\u7ba1\u7406\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u3067\u3059\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6076\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> 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class=\"wp-block-paragraph\">\u6700\u65b0\u306e\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u8907\u6570\u306e\u57fa\u6e96\u3092\u540c\u6642\u306b\u51e6\u7406\u3059\u308b\uff1a<\/p>\n\n\n\n<ul 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class=\"wp-block-paragraph\">\u4e0d\u9069\u5207\u306a\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u8a08\u308a\u77e5\u308c\u306a\u3044\u640d\u5bb3\u3092\u3082\u305f\u3089\u3059\u3002\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u304c\u3001\u8a8d\u53ef\u3092\u53d7\u3051\u3066\u3044\u306a\u3044\u30ea\u30c6\u30fc\u30eb\u30fb\u30c1\u30fc\u30e0\u306b\u8aa4\u3063\u3066\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u5834\u5408\u3001\u91d1\u878d\u6a5f\u95a2\u306fFINMA\u306e\u76e3\u8996\u3001\u76e3\u67fb\u306e\u5931\u6557\u3001\u98a8\u8a55\u88ab\u5bb3\u306e\u53ef\u80fd\u6027\u306b\u76f4\u9762\u3059\u308b\u3002\u8abf\u67fb\u306b\u3088\u308b\u3068\u3001\u3053\u306e\u3088\u3046\u306a\u30df\u30b9\u306f\u3001\u8907\u96d1\u306a\u30bb\u30fc\u30eb\u30b9\u30fb\u30b5\u30a4\u30af\u30eb\u306b\u304a\u3044\u306620\uff5e30\uff05\u306e\u30ea\u30fc\u30c9\u6f0f\u308c\u306b\u3064\u306a\u304c\u308a\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3044\u3066\u306f\u3001\u9045\u5ef6\u304c\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u309220\uff05\u304b\u30895\uff05\u4ee5\u4e0b\u306b\u4f4e\u4e0b\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306f\u3001\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u3082\u8981\u6c42\u3059\u308b\u3002\u5185\u90e8\u76e3\u67fb\u4eba\u3084\u898f\u5236\u5f53\u5c40\u306f\u3001\u8ab0\u304c\u3069\u306e\u30ea\u30fc\u30c9\u3092\u53d7\u3051\u53d6\u3063\u305f\u304b\u3001\u3044\u3064\u5272\u308a\u5f53\u3066\u304c\u884c\u308f\u308c\u305f\u304b\u3001\u9069\u7528\u3055\u308c\u305f\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30eb\u30fc\u30eb\u3001\u305d\u306e\u5f8c\u306e\u518d\u5272\u308a\u5f53\u3066\u3092\u793a\u3059\u660e\u78ba\u306a\u8a18\u9332\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30a2\u30ab\u30a6\u30f3\u30bf\u30d3\u30ea\u30c6\u30a3\u306f\u3001GDPR\u306e\u30a2\u30ab\u30a6\u30f3\u30bf\u30d3\u30ea\u30c6\u30a3\u539f\u5247\u3084FCA\u306e\u4e0a\u7d1a\u7ba1\u7406\u8077\u304a\u3088\u3073\u8a8d\u8a3c\u5236\u5ea6\u306e\u8981\u4ef6\u3068\u4e00\u81f4\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-features-of-modern-lead-routing-and-lead-management-software\">\u6700\u65b0\u306e\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u304a\u3088\u3073\u30ea\u30fc\u30c9\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30b3\u30a2\u6a5f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u30bb\u30af\u30b7\u30e7\u30f3\u306f\u30012026\u5e74\u306b\u304a\u3051\u308b\u6700\u65b0\u306e\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u4e3b\u8981\u306a\u6a5f\u80fd\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3068\u3057\u3066\u6a5f\u80fd\u3059\u308b\u3002\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3092\u8a55\u4fa1\u3059\u308b\u969b\u3001\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u306f\u5404\u30ab\u30c6\u30b4\u30ea\u30fc\u3092\u6ce8\u610f\u6df1\u304f\u691c\u8a0e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30eb\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30a8\u30f3\u30b8\u30f3<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306e\u57fa\u672c\u306f\u3001\u8907\u6570\u306e\u6761\u4ef6\u3092\u540c\u6642\u306b\u51e6\u7406\u3067\u304d\u308b\u3053\u3068\u3067\u3059\u3002\u5730\u57df\u30d9\u30fc\u30b9\u306e\u30eb\u30fc\u30eb\uff08\u56fd\u3001\u5730\u57df\u3001\u30e9\u30a4\u30bb\u30f3\u30b9\u30be\u30fc\u30f3\uff09\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u985e\u3001\u8a00\u8a9e\u30de\u30c3\u30c1\u30f3\u30b0\u3001\u88fd\u54c1\u9069\u683c\u6027\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63a2\u3057\u307e\u3057\u3087\u3046\u3001, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%aa%e3%83%bc%e3%83%89%e3%82%b9%e3%82%b3%e3%82%a2%e3%83%aa%e3%83%b3%e3%82%b0%e3%83%a2%e3%83%87%e3%83%ab%e3%81%a8%e3%81%af\/\" target=\"_self\">\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2<\/a> \u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d5\u30e9\u30b0\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002Salesforce\u30cd\u30a4\u30c6\u30a3\u30d6\u306eFlowBuilder\u3092\u4f7f\u7528\u3059\u308bLeanData\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u63d0\u4f9b\u3059\u308b\u3088\u3046\u306a\u3001\u8996\u899a\u7684\u306a\u30c9\u30e9\u30c3\u30b0\u30a2\u30f3\u30c9\u30c9\u30ed\u30c3\u30d7\u306e\u30eb\u30fc\u30eb\u30d3\u30eb\u30c0\u30fc\u306b\u3088\u308a\u3001\u53ce\u76ca\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30c1\u30fc\u30e0\u306f\u3001\u958b\u767a\u8005\u304c\u95a2\u4e0e\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u8907\u96d1\u306a\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30ed\u30b8\u30c3\u30af\u3092\u4f5c\u6210\u304a\u3088\u3073\u4fee\u6b63\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u53ef\u7528\u6027\u3068\u4f5c\u696d\u8ca0\u8377\u306e\u5206\u6563<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u30ea\u30fc\u30c9\u5206\u914d\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u3088\u308a\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u4f5c\u696d\u8ca0\u8377\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3068\u308a\u307e\u3059\u3002\u4e3b\u306a\u914d\u5e03\u65b9\u6cd5\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30e9\u30a6\u30f3\u30c9\u30ed\u30d3\u30f3<\/li>\n\n\n\n<li>\u5bb9\u91cf\u30d9\u30fc\u30b9<\/li>\n\n\n\n<li>\u30b9\u30ad\u30eb\u30d9\u30fc\u30b9<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5206\u914d\u65b9\u6cd5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u8aac\u660e<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u6700\u9069<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30e9\u30a6\u30f3\u30c9\u30ed\u30d3\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30fc\u30c9\u3092\u5747\u7b49\u306b\u56de\u8ee2\u3055\u305b\u308b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u540c\u5bb9\u91cf\u306eMR\u306b\u516c\u5e73\u306b\u5206\u914d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5bb9\u91cf\u30d9\u30fc\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u62c5\u5f53\u80051\u4eba\u5f53\u305f\u308a\u306e\u6709\u52b9\u30ea\u30fc\u30c9\u6570\u3092\u5236\u9650<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e2f\u57df\u5e45\u306e\u7570\u306a\u308b\u30c1\u30fc\u30e0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30ad\u30eb\u30d9\u30fc\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7279\u5b9a\u306e\u5c02\u9580\u77e5\u8b58\u3092\u6301\u3064\u62c5\u5f53\u8005\u306b\u30ea\u30fc\u30c9\u3092\u30de\u30c3\u30c1\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30c1\u30fc\u30e0\u3068\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u30fb\u30c1\u30fc\u30e0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30fc\u30eb\u30bb\u30f3\u30bf\u30fc\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30c1\u30fc\u30e0\u3067\u306f\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30ab\u30ec\u30f3\u30c0\u30fc\u7d71\u5408\u3068\u4f1a\u8b70\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30ea\u30fc\u30c9\u304c\u5229\u7528\u53ef\u80fd\u306a\u62c5\u5f53\u8005\u306e\u307f\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u304c\u5408\u7406\u5316\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u7d71\u5408<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u306f\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001InvestGlass CRM\u3001Salesforce\u3001HubSpot\u306e\u3088\u3046\u306a\u30b7\u30b9\u30c6\u30e0\u3068\u53cc\u65b9\u5411\u306b\u540c\u671f\u3057\u3001\u624b\u52d5\u3067\u5165\u529b\u3057\u76f4\u3059\u3053\u3068\u306a\u304f\u30ea\u30fc\u30c9\u30c7\u30fc\u30bf\u304c\u6d41\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u96fb\u5b50\u30e1\u30fc\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u96fb\u8a71\u30b7\u30b9\u30c6\u30e0\u3001\u96fb\u5b50\u7f72\u540d\u30c4\u30fc\u30eb\u306b\u63a5\u7d9a\u3059\u308bAPI\u3068\u30a6\u30a7\u30d6\u30d5\u30c3\u30af\u306e\u30b5\u30dd\u30fc\u30c8\u3092\u63a2\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30fc\u30c9\u306e\u5145\u5b9f\u3068\u8cc7\u683c\u8a8d\u5b9a<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ad8\u5ea6\u306a\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u306f\u3001KYC\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3001\u30d5\u30a1\u30fc\u30e0\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30fb\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3001\u30a4\u30f3\u30c6\u30f3\u30c8\u30fb\u30b7\u30b0\u30ca\u30eb\u304b\u3089\u306e\u30a8\u30f3\u30ea\u30c3\u30c1\u30e1\u30f3\u30c8\u304c\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30a8\u30f3\u30ea\u30c3\u30c1\u30e1\u30f3\u30c8\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u30de\u30c3\u30c1\u30f3\u30b0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u30c8\u30ea\u30ac\u30fc\u3068\u3059\u308b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306a\u3069\u306e\u9ad8\u5ea6\u306a\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30ea\u30fc\u30c9\u30af\u30aa\u30ea\u30d5\u30a3\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u7cbe\u5ea6\u3068\u81ea\u52d5\u5316\u304c\u3055\u3089\u306b\u5f37\u5316\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4fa1\u5024\u306e\u9ad8\u3044\u30ea\u30fc\u30c9\u306f\u30b7\u30cb\u30a2\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3001\u4fa1\u5024\u306e\u4f4e\u3044\u554f\u3044\u5408\u308f\u305b\u306f\u30c7\u30b8\u30bf\u30eb\u30fb\u30c7\u30b9\u30af\u3084\u30a4\u30f3\u30b5\u30a4\u30c9\u30fb\u30bb\u30fc\u30eb\u30b9\u30c1\u30fc\u30e0\u306b\u6d41\u308c\u308b\u3088\u3046\u306a\u3001\u5dee\u5225\u5316\u3055\u308c\u305f\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u3066\u3044\u308b\u4eba\u7269\u3068\u3057\u3066\u30d5\u30e9\u30b0\u4ed8\u3051\u3055\u308c\u305f\u30ea\u30fc\u30c9\u306a\u3069\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u654f\u611f\u306a\u30ea\u30fc\u30c9\u306f\u3001\u81ea\u52d5\u7684\u306b\u4e8c\u91cd\u7ba1\u7406\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7d4c\u7531\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5206\u6790\u3068\u30ec\u30dd\u30fc\u30c8<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u5fdc\u7b54\u6642\u9593\uff085\u5206\u4ee5\u5185\u3092\u76ee\u6a19\uff09\u3001\u53d7\u7406\u7387\uff0890\uff05\u4ee5\u4e0a\u3092\u76ee\u6a19\uff09\u3001\u5730\u57df\u5225\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u3001SLA\u9055\u53cd\u306a\u3069\u3001\u4e3b\u8981\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u3092\u76e3\u8996\u3059\u308b\u3002\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u53ef\u80fd\u306a\u30ec\u30dd\u30fc\u30c8\u306f\u3001EU\u3084\u30b9\u30a4\u30b9\u306e\u898f\u5236\u306b\u6cbf\u3063\u305f\u4fdd\u5b58\u30dd\u30ea\u30b7\u30fc\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3084\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30ec\u30d3\u30e5\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u898f\u5236\u696d\u754c\u306e\u8981\u4ef6<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u8a2d\u5b9a\u53ef\u80fd\u306a\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u4e0d\u5909\u306e\u76e3\u67fb\u30ed\u30b0\u3001\u898f\u5236\u306e\u671f\u5f85\u306b\u6cbf\u3063\u305f\u30c7\u30fc\u30bf\u4fdd\u6301\u306a\u3069\u306e\u8ffd\u52a0\u6a5f\u80fd\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306f\u3001\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u55b6\u696d\u6700\u9069\u5316\u30c4\u30fc\u30eb\u304b\u3089\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30a4\u30f3\u30d5\u30e9\u3078\u3068\u5909\u8c8c\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-delivers-sovereign-lead-routing\">InvestGlass\u304c\u30bd\u30d6\u30ea\u30f3\u30fb\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u3084\u898f\u5236\u5bfe\u8c61\u7d44\u7e54\u306e\u305f\u3081\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30d3\u30eb\u30c8\u30a4\u30f3\u30fb\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30ea\u30fc\u30c9\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%bc%e3%83%9d%e3%83%ac%e3%83%bc%e3%83%88%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa\/\" target=\"_self\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>, \u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5358\u4e00\u306e\u7d71\u5408\u74b0\u5883\u3067\u5b9f\u73fe\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e3b\u6a29\u3092\u5b88\u308b\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u306b\u30db\u30b9\u30c8\u3055\u308c\u3001\u30c7\u30fc\u30bf\u306f\u53b3\u683c\u306a\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306e\u4e0b\u3067\u4fdd\u5b58\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5b8c\u5168\u306b\u4fdd\u8a3c\u3057\u3001\u7c73\u56fd\u3084\u4e2d\u56fd\u306e\u30af\u30e9\u30a6\u30c9\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3078\u306e\u4f9d\u5b58\u3092\u6392\u9664\u3057\u307e\u3059\u3002\u6b27\u5dde\u3084\u4e2d\u6771\u306e\u6a5f\u95a2\u306f\u3001\u7c73\u56fd\u306eCLOUD\u6cd5\u3084\u4e2d\u56fd\u306e\u540c\u7b49\u306e\u6cd5\u5f8b\u306b\u3088\u308b\u57df\u5916\u30a2\u30af\u30bb\u30b9\u30ea\u30b9\u30af\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u3001\u3053\u306e\u30e2\u30c7\u30eb\u3092\u597d\u3080\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u6a5f\u80fd<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u304c\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30c6\u30ea\u30c8\u30ea\u30fc\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u8a00\u8a9e\u3001\u88fd\u54c1\u9069\u683c\u6027\u306b\u3088\u308b\u30eb\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u5272\u308a\u5f53\u3066<\/li>\n\n\n\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u9593\u306e\u4ed5\u4e8b\u91cf\u3092\u30d0\u30e9\u30f3\u30b9\u3055\u305b\u308b\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u30fb\u30d9\u30fc\u30b9\u306e\u914d\u5206<\/li>\n\n\n\n<li>\u65e2\u5b58\u306e\u53e3\u5ea7\u4fdd\u6709\u8005\u3068\u30ea\u30fc\u30c9\u3092\u30de\u30c3\u30c1\u30f3\u30b0\u3055\u305b\u308b\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30aa\u30fc\u30ca\u30fc\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u30c8\u30ea\u30ac\u30fc\u3068\u3057\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u308a\u3001KYC\u66f8\u985e\u306e\u4e0d\u5099\u3084\u4e0d\u9069\u5207\u306a\u5546\u54c1\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6074\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u304a\u3088\u3073KYC\u306e\u7d71\u5408<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u304b\u3089\u4f5c\u6210\u3055\u308c\u305f\u30ea\u30fc\u30c9\u306f\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u3001\u5c45\u4f4f\u6027\u3001\u5546\u54c1\u9069\u5408\u6027\u3001\u307e\u305f\u306f\u4e0d\u8db3\u66f8\u985e\u306b\u57fa\u3065\u3044\u3066\u7570\u306a\u308b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u898b\u8fbc\u307f\u5ba2\u304c\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306eKYC\u63d0\u51fa\u3092\u5b8c\u4e86\u3059\u308b\u3068\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u691c\u8a3c\u7d50\u679c\u306b\u57fa\u3065\u3044\u3066\u30ea\u30fc\u30c9\u3092\u9069\u5207\u306a\u30c1\u30fc\u30e0\u306b\u81ea\u52d5\u7684\u306b\u5272\u308a\u5f53\u3066\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa <\/strong><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%af%e3%83%a9%e3%82%a4%e3%82%a2%e3%83%b3%e3%83%88%e3%83%bb%e3%83%a9%e3%82%a4%e3%83%95%e3%82%b5%e3%82%a4%e3%82%af%e3%83%ab%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e9%8a%80\/\" target=\"_self\"><strong>\u9867\u5ba2\u7ba1\u7406\u3068\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb<\/strong><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30ea\u30fc\u30c9\u306f\u3001\u30c7\u30fc\u30bf\u3092\u518d\u5165\u529b\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30de\u30f3\u30c7\u30fc\u30c8\u306b\u5909\u63db\u3055\u308c\u307e\u3059\u3002\u6700\u521d\u306e\u554f\u3044\u5408\u308f\u305b\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u7d99\u7d9a\u7684\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406\u307e\u3067\u3001\u5358\u4e00\u306e\u9867\u5ba2\u30ec\u30b3\u30fc\u30c9\u304c\u6d41\u308c\u308b\u305f\u3081\u3001\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u304c\u7dad\u6301\u3055\u308c\u3001\u904b\u7528\u30ea\u30b9\u30af\u304c\u8efd\u6e1b\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/c8692d52-dda0-4880-ba9c-761ec27c2877.png\" alt=\"\u753b\u50cf\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u8c61\u5fb4\u3059\u308b\u8fd1\u4ee3\u7684\u306a\u90fd\u5e02\u3092\u524d\u666f\u306b\u3001\u7d20\u6674\u3089\u3057\u3044\u30b9\u30a4\u30b9\u306e\u5c71\u3005\u306e\u98a8\u666f\u3092\u8868\u73fe\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u4e26\u7f6e\u306f\u3001\u7d75\u306e\u3088\u3046\u306b\u7f8e\u3057\u3044\u81ea\u7136\u74b0\u5883\u306e\u4e2d\u3067\u3001\u9ad8\u5ea6\u306a\u30ea\u30fc\u30c9\u7ba1\u7406\u3068\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u5f37\u8abf\u3057\u3066\u3044\u308b\u3002.\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9f\u4f8b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u306e\u3042\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u304c\u3001\u8907\u6570\u306e\u30c1\u30e3\u30cd\u30eb\u304b\u3089\u30ea\u30fc\u30c9\u3092\u53d7\u3051\u53d6\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002InvestGlass\u3092\u4f7f\u3063\u3066\u3001\u8d85\u5bcc\u88d5\u5c64\u306e\u898b\u8fbc\u307f\u5ba2\u3092\u30a4\u30d9\u30f3\u30c8\u304b\u3089\u30aa\u30d5\u30b7\u30e7\u30a2\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30c1\u30fc\u30e0\u306b\u5c0e\u304d\u3001\u30ea\u30c6\u30fc\u30eb\u30fb\u30d6\u30ed\u30fc\u30ab\u30fc\u306e\u30ea\u30fc\u30c9\u306f\u30c7\u30b8\u30bf\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30c7\u30b9\u30af\u306b\u6d41\u3059\u3002\u4fdd\u967a\u4f1a\u793e\u3067\u3042\u308c\u3070\u3001\u4fdd\u967a\u91d1\u8acb\u6c42\u306e\u554f\u3044\u5408\u308f\u305b\u3068\u65b0\u898f\u5951\u7d04\u306e\u554f\u3044\u5408\u308f\u305b\u3092\u5206\u3051\u3001\u305d\u308c\u305e\u308c\u304c\u9069\u5207\u306a\u90e8\u7f72\u306b\u5c4a\u304f\u3088\u3046\u306b\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u67d4\u8edf\u306a\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30eb\u30fc\u30eb\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306e\u9032\u5316\u306b\u5408\u308f\u305b\u3066\u9069\u5fdc\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b89\u5168\u4fdd\u969c\u3068\u4e3b\u6a29<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3001\u9759\u6b62\u6642\u304a\u3088\u3073\u8ee2\u9001\u6642\u306e\u6697\u53f7\u5316\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u5305\u62ec\u7684\u306a\u76e3\u67fb\u30ed\u30ae\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u6b27\u5dde\u306e\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306f\u3001\u5916\u56fd\u306e\u53f8\u6cd5\u7ba1\u8f44\u6a29\u306b\u3088\u308b\u30a2\u30af\u30bb\u30b9\u6a29\u4fb5\u5bb3\u306b\u3055\u3089\u3055\u308c\u308b\u3053\u3068\u306a\u304f\u3001\u30ea\u30fc\u30c9\u30c7\u30fc\u30bf\u304c\u305d\u306e\u7ba1\u7406\u4e0b\u306b\u3042\u308b\u3053\u3068\u3092\u78ba\u4fe1\u3057\u3066\u30d3\u30b8\u30cd\u30b9\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-types-of-lead-routing-strategies-and-customizable-routing-rules\">\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u306e\u7a2e\u985e\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30eb\u30fc\u30eb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u307b\u3068\u3093\u3069\u306e\u7d44\u7e54\u306f\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u30c1\u30e3\u30cd\u30eb\u3001\u5546\u54c1\u30e9\u30a4\u30f3\u306b\u5fdc\u3058\u3066\u3001\u3044\u304f\u3064\u304b\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30e2\u30c7\u30eb\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u3044\u308b\u3002\u5229\u7528\u53ef\u80fd\u306a\u6226\u7565\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u5404\u6a5f\u95a2\u306e\u904b\u7528\u5b9f\u614b\u306b\u5408\u3063\u305f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30eb\u30fc\u30eb\u3092\u8a2d\u8a08\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u5546\u8ac7\u306e\u898f\u6a21\u3001\u5730\u7406\u7684\u306a\u4f4d\u7f6e\u3001\u307e\u305f\u306f\u5546\u8ac7\u306e\u91d1\u984d\u306b\u57fa\u3065\u3044\u3066\u30ea\u30fc\u30c9\u3092\u914d\u5206\u3057\u3001\u5404\u30ea\u30fc\u30c9\u304c\u6700\u9069\u306a\u62c5\u5f53\u8005\u306b\u5272\u308a\u5f53\u3066\u3089\u308c\u308b\u3088\u3046\u306b\u3057\u3066\u3001\u55b6\u696d\u5b9f\u7e3e\u3068\u30ea\u30bd\u30fc\u30b9\u914d\u5206\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c6\u30ea\u30c8\u30ea\u30fc\u30d9\u30fc\u30b9\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/strong><\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\"><strong>\u30bb\u30b0\u30e1\u30f3\u30c8\u307e\u305f\u306f\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3001\u5378\u58f2\u696d\u3001\u5c0f\u58f2\u696d\u3001\u4e2d\u5c0f\u4f01\u696d\u3001\u516c\u5171\u90e8\u9580\u306e\u30ea\u30fc\u30c9\u3001\u307e\u305f\u306f\u4f4f\u5b85\u30ed\u30fc\u30f3\u306a\u3069\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306b\u57fa\u3065\u304f\u30eb\u30fc\u30c8\u3092\u5206\u96e2\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6075\">ESG<\/a> \u30de\u30f3\u30c7\u30fc\u30c8\u3001\u5e74\u91d1\u3001\u6cd5\u4eba\u5411\u3051\u878d\u8cc7\u306a\u3069\u3002\u8907\u96d1\u306a\u4f01\u696d\u5411\u3051\u878d\u8cc7\u306e\u554f\u3044\u5408\u308f\u305b\u306f\u30b7\u30cb\u30a2\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3001\u4e00\u65b9\u3001\u7c21\u5358\u306a\u30ea\u30c6\u30fc\u30eb\u696d\u52d9\u306e\u4f9d\u983c\u306f\u30a4\u30f3\u30b5\u30a4\u30c9\u30fb\u30bb\u30fc\u30eb\u30b9\u30fb\u30c1\u30fc\u30e0\u306b\u5c4a\u304f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30dd\u30c1\u30e5\u30cb\u30c6\u30a3\u30fb\u30b5\u30a4\u30ba\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6f5c\u5728\u7684\u306a\u904b\u7528\u8cc7\u7523\u304c\u5927\u304d\u3044\u4fa1\u5024\u306e\u9ad8\u3044\u30ea\u30fc\u30c9\u306f\u30b7\u30cb\u30a2\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3001\u4fa1\u5024\u306e\u4f4e\u3044\u3001\u307e\u305f\u306f\u30c7\u30b8\u30bf\u30eb\u5c02\u7528\u306e\u30b1\u30fc\u30b9\u306f\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30c1\u30fc\u30e0\u307e\u305f\u306f\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u8a98\u5c0e\u3057\u307e\u3059\u3002\u3053\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u306b\u3088\u308a\u3001\u4fa1\u5024\u306e\u9ad8\u3044\u30ea\u30fc\u30c9\u306b\u306f\u9069\u5207\u306a\u6ce8\u610f\u304c\u6255\u308f\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a2\u30ab\u30a6\u30f3\u30c8\u30fb\u30d9\u30fc\u30b9\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u3092\u65e2\u5b58\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u306b\u30de\u30c3\u30c1\u30f3\u30b0\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u91cd\u8907\u3057\u305f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u3092\u9632\u304e\u3001\u65e2\u5b58\u9867\u5ba2\u304c\u5e38\u306b\u65e2\u77e5\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u5230\u9054\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30ea\u30fc\u30c9\u304b\u3089\u30a2\u30ab\u30a6\u30f3\u30c8\u3078\u306e\u30de\u30c3\u30c1\u30f3\u30b0\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u3001\u30d5\u30a1\u30b8\u30fc\u30fb\u30ed\u30b8\u30c3\u30af\u30fb\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3092\u4f7f\u7528\u3057\u306699.7\u30d1\u30fc\u30bb\u30f3\u30c8\u306e\u7cbe\u5ea6\u3092\u9054\u6210\u3057\u3001\u9867\u5ba2\u95a2\u4fc2\u306e\u7d99\u7d9a\u6027\u3092\u7dad\u6301\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\"><strong>\u30d6\u30ec\u30f3\u30c9\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u901a\u5e38\u3001\u6226\u7565\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30c6\u30ea\u30c8\u30ea\u30fc\uff0b\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3067\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u5b9f\u73fe\u3057\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u30b1\u30fc\u30b9\u306b\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d5\u30e9\u30b0\u3092\u8ffd\u52a0\u3059\u308b\u3002\u696d\u754c\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306b\u3088\u308b\u3068\u3001\u30d6\u30ec\u30f3\u30c9\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u5358\u4e00\u624b\u6cd5\u306e\u30e9\u30a6\u30f3\u30c9\u30ed\u30d3\u30f3\u3088\u308a\u3082\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u306715\uff5e20\uff05\u512a\u308c\u3066\u3044\u308b\u3002.<\/p>\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-Automation-2024-3307a29b-2-1024x701.png\" alt=\"\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\" class=\"wp-image-46859\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Automation-2024-3307a29b-2-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Automation-2024-3307a29b-2-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Automation-2024-3307a29b-2-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Automation-2024-3307a29b-2-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Automation-2024-3307a29b-2.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-integrating-lead-routing-with-existing-systems-and-crm\">\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3068\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u304a\u3088\u3073CRM\u306e\u7d71\u5408<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58\u306e\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306e\u7d71\u5408 <a rel=\"noopener noreferrer\" 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\">\u30b7\u30b9\u30c6\u30e0\u3068CRM<\/a> 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class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u306f\u3001CRM\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3092\u63d0\u4f9b\u3059\u308b\u30c4\u30fc\u30eb\u3092\u512a\u5148\u3057\u307e\u3057\u3087\u3046\u3002\u3042\u306a\u305f\u306e\u7d44\u7e54\u304cSalesforce\u3001HubSpot\u3001\u307e\u305f\u306fInvestGlass\u306e\u3088\u3046\u306a\u7279\u5225\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u306b\u95a2\u308f\u3089\u305a\u3001\u30cd\u30a4\u30c6\u30a3\u30d6\u7d71\u5408\u306f\u3059\u3079\u3066\u306e\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u30ea\u30fc\u30c9\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u306a\u53d6\u5f97\u3068\u540c\u671f\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30ec\u30b3\u30fc\u30c9\u306e\u91cd\u8907\u3092\u9632\u304e\u3001\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u3092\u7dad\u6301\u3057\u3001\u3059\u3079\u3066\u306e\u30ea\u30fc\u30c9\u304c\u6700\u521d\u306e\u63a5\u89e6\u304b\u3089\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u307e\u3067\u8ffd\u8de1\u3055\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u30ea\u30fc\u30c9\u3092\u7ba1\u7406\u3059\u308b\u6a5f\u95a2\u3067\u306f\u3001\u8907\u6570\u306eCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306e\u7d71\u5408\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30ea\u30fc\u30c9\u3092\u7dcf\u5408\u7684\u306b\u7ba1\u7406\u3067\u304d\u308b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u304a\u63a2\u3057\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u65e2\u5b58\u306eCRM\u3084\u55b6\u696d\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u5408\u7406\u5316\u3055\u308c\u305f\u30ea\u30fc\u30c9\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u304c\u69cb\u7bc9\u3055\u308c\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u306f\u4eba\u9593\u95a2\u4fc2\u306e\u69cb\u7bc9\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%bb%e3%83%bc%e3%83%ab%e3%82%b9%e3%82%92%e6%88%90%e5%8a%9f%e3%81%95%e3%81%9b%e3%82%8b%e3%81%9f%e3%82%81%e3%81%ae%e6%88%a6%e7%95%a5%e3%81%a8%e3%82%b3%e3%83%84\/\" target=\"_self\">\u30af\u30ed\u30fc\u30b8\u30f3\u30b0<\/a>. 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id=\"h-selection-criteria-how-to-choose-lead-routing-software-in-2026\">\u9078\u629e\u57fa\u6e96\uff1a2026\u5e74\u306e\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u3073\u65b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b3\u30a2\u6a5f\u80fd\uff1a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u591a\u57fa\u6e96\u30eb\u30fc\u30eb\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u5272\u308a\u5f53\u3066\u3001\u5b9a\u7fa9\u3055\u308c\u305f\u671f\u9593\u5185\u306b\u30ea\u30fc\u30c9\u304c\u53d7\u3051\u5165\u308c\u3089\u308c\u306a\u304b\u3063\u305f\u5834\u5408\u306e\u81ea\u52d5\u518d\u5272\u308a\u5f53\u3066\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\uff1a\u30c7\u30fc\u30bf\u306f\u3069\u3053\u306b\u4fdd\u5b58\u3055\u308c\u3001\u3069\u306e\u6cd5\u7684\u7ba1\u8f44\u6a29\u304c\u9069\u7528\u3055\u308c\u308b\u306e\u304b\uff1f<\/li>\n\n\n\n<li>\u7d71\u5408\u3068\u76f8\u4e92\u904b\u7528\u6027\uff1a\u65e2\u5b58\u306eCRM\u30b7\u30b9\u30c6\u30e0\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u30c6\u30ec\u30d5\u30a9\u30cb\u30fc\u3001\u96fb\u5b50\u7f72\u540d\u3001KYC\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u63a5\u7d9a\u304c\u5bb9\u6613\u304b\u3002<\/li>\n\n\n\n<li>\u30e6\u30fc\u30b6\u30d3\u30ea\u30c6\u30a3\u3068\u7ba1\u7406\uff1a\u30ce\u30fc\u30b3\u30fc\u30c9\u307e\u305f\u306f\u30ed\u30fc\u30b3\u30fc\u30c9\u306e\u30eb\u30fc\u30eb\u30d3\u30eb\u30c0\u30fc\u3001\u30d0\u30fc\u30b8\u30e7\u30cb\u30f3\u30b0\u3001\u30b5\u30f3\u30c9\u30dc\u30c3\u30af\u30b9\u30c6\u30b9\u30c8\u3001\u660e\u78ba\u306a\u76e3\u67fb\u8a3c\u8de1\u304c\u3042\u308b\u304b\u3002<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u5909\u66f4\u7ba1\u7406\uff1a\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u4e2d\u306b\u3069\u306e\u3088\u3046\u306a\u30d9\u30f3\u30c0\u30fc\u306e\u30b5\u30dd\u30fc\u30c8\u304c\u53d7\u3051\u3089\u308c\u308b\u304b\u3001\u6bb5\u968e\u7684\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u304c\u53ef\u80fd\u304b\u3002<\/li>\n\n\n\n<li>\u30b3\u30b9\u30c8\u3068\u4fa1\u5024\u306e\u5206\u6790\uff1a\u30e9\u30a4\u30bb\u30f3\u30b9\u30e2\u30c7\u30eb\u3001\u7d71\u5408\u3001\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u3001\u30b5\u30dd\u30fc\u30c8\u3092\u542b\u3081\u305f\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u306f\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306e\u69cb\u9020\u5316\u3055\u308c\u305f\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u63d0\u4f9b\u3057\u3001\u7af6\u5408\u4ed6\u793e\u306e\u30d0\u30a4\u30e4\u30fc\u30ac\u30a4\u30c9\u3068\u540c\u69d8\u306e\u6df1\u3055\u3067\u3001\u898f\u5236\u6a5f\u95a2\u306e\u30cb\u30fc\u30ba\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30a2\u6a5f\u80fd<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3001\u591a\u57fa\u6e96\u30eb\u30fc\u30eb\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u5272\u308a\u5f53\u3066\u3001\u5b9a\u7fa9\u3055\u308c\u305f\u6642\u9593\u67a0\u5185\u306b\u30ea\u30fc\u30c9\u304c\u53d7\u3051\u5165\u308c\u3089\u308c\u306a\u304b\u3063\u305f\u5834\u5408\u306e\u81ea\u52d5\u518d\u5272\u308a\u5f53\u3066\u306a\u3069\u3001\u4e0a\u8a18\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u3092\u8a55\u4fa1\u3059\u308b\u3002\u958b\u767a\u8005\u304c\u95a2\u4e0e\u3059\u308b\u3053\u3068\u306a\u304f\u8907\u96d1\u306a\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30eb\u30fc\u30eb\u3092\u5b9f\u88c5\u3059\u308b\u80fd\u529b\u306f\u3001\u30a2\u30b8\u30e3\u30a4\u30eb\u306a\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u3068\u3063\u3066\u307e\u3059\u307e\u3059\u91cd\u8981\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30db\u30b9\u30c6\u30a3\u30f3\u30b0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u4fdd\u5b58\u3055\u308c\u3001\u3069\u306e\u6cd5\u7684\u7ba1\u8f44\u6a29\u304c\u9069\u7528\u3055\u308c\u308b\u304b\u3092\u6b63\u78ba\u306b\u7406\u89e3\u3059\u308b\u3053\u3068\u3002\u6b27\u5dde\u3084\u4e2d\u6771\u306e\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u3084\u4e2d\u56fd\u306e\u30af\u30e9\u30a6\u30c9\u3088\u308a\u3082\u3001InvestGlass\u306e\u3088\u3046\u306a\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3084\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u597d\u3080\u3053\u3068\u304c\u591a\u3044\u3002\u3053\u306e\u9078\u629e\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3060\u3051\u3067\u306a\u304f\u3001\u9577\u671f\u7684\u306a\u6226\u7565\u30ea\u30b9\u30af\u306b\u3082\u5f71\u97ff\u3059\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u7ba1\u8f44<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4e3b\u6a29\u30ec\u30d9\u30eb<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u6cd5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u3044<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u73fe\u5730\u6cd5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6700\u9ad8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7c73\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7c73\u56fd\u6cd5\uff08CLOUD\u6cd5\u9069\u7528\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u3088\u308a\u4f4e\u3044<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u56fd\u96f2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u56fd\u6cd5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u3088\u308a\u4f4e\u3044<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7d71\u5408\u3068\u76f8\u4e92\u904b\u7528\u6027<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58\u306eCRM\u30b7\u30b9\u30c6\u30e0\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u30c6\u30ec\u30d5\u30a9\u30cb\u30fc\u3001\u96fb\u5b50\u7f72\u540d\u3001KYC\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u63a5\u7d9a\u306e\u3057\u3084\u3059\u3055\u3092\u8a55\u4fa1\u3059\u308b\u3002\u5805\u7262\u306aAPI\u3001\u30a6\u30a7\u30d6\u30d5\u30c3\u30af\u3001\u69cb\u7bc9\u6e08\u307f\u306e\u30b3\u30cd\u30af\u30bf\u30fc\u3092\u63a2\u3059\u3002\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u306f\u3001\u5c0e\u5165\u30ea\u30b9\u30af\u3068\u7d99\u7d9a\u7684\u306a\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u8ca0\u62c5\u3092\u8efd\u6e1b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30e6\u30fc\u30b6\u30d3\u30ea\u30c6\u30a3\u3068\u7ba1\u7406<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u904b\u7528\u30c1\u30fc\u30e0\u304c\u958b\u767a\u8005\u306e\u30b5\u30dd\u30fc\u30c8\u3092\u53d7\u3051\u305a\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30ed\u30b8\u30c3\u30af\u3092\u5909\u66f4\u3067\u304d\u308b\u3088\u3046\u3001\u30ce\u30fc\u30b3\u30fc\u30c9\u307e\u305f\u306f\u30ed\u30fc\u30b3\u30fc\u30c9\u306e\u30eb\u30fc\u30eb\u30fb\u30d3\u30eb\u30c0\u30fc\u3092\u512a\u5148\u3059\u308b\u3002\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30eb\u30fc\u30eb\u306e\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u3001\u30b5\u30f3\u30c9\u30dc\u30c3\u30af\u30b9\u30c6\u30b9\u30c8\u74b0\u5883\u3001\u8a2d\u5b9a\u5909\u66f4\u306e\u660e\u78ba\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u78ba\u8a8d\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u5909\u66f4\u7ba1\u7406<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u55b6\u696d\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30b5\u30fc\u30d3\u30b9\u30c1\u30fc\u30e0\u5411\u3051\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u8cc7\u6599\u306a\u3069\u3001\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u6642\u306e\u30d9\u30f3\u30c0\u30fc\u30b5\u30dd\u30fc\u30c8\u3092\u8a55\u4fa1\u3059\u308b\u3002\u6bb5\u968e\u7684\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u6a5f\u80fd\u306b\u3088\u308a\u3001\u8907\u6570\u306e\u5730\u57df\u3084\u88fd\u54c1\u30e9\u30a4\u30f3\u306b\u307e\u305f\u304c\u3063\u3066\u5c55\u958b\u3059\u308b\u969b\u306e\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30b9\u30c8\u3068\u4fa1\u5024\u306e\u5206\u6790<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e9\u30a4\u30bb\u30f3\u30b9\u30fb\u30e2\u30c7\u30eb\u306f\u3055\u307e\u3056\u307e\u3067\u3001\u6708\u3054\u3068\u306e\u30e6\u30fc\u30b6\u30fc\u5358\u4f4d\u3001\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30ea\u30fc\u30c9\u5358\u4f4d\u3001\u8907\u6570\u306e\u4e8b\u696d\u4f53\u3092\u6301\u3064\u6a5f\u95a2\u5411\u3051\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5951\u7d04\u306a\u3069\u304c\u3042\u308b\u3002\u7d71\u5408\u3001\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u30b5\u30dd\u30fc\u30c8\u306a\u3069\u3001\u96a0\u308c\u305f\u30b3\u30b9\u30c8\u3092\u8003\u616e\u3059\u308b\u3002\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u5897\u52a0\u7387\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u5272\u308a\u5f53\u3066\u6642\u9593\u306e\u77ed\u7e2e\u3001\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u30a8\u30e9\u30fc\u7387\u306e\u4f4e\u4e0b\u306a\u3069\u306e\u6307\u6a19\u3092\u4f7f\u7528\u3057\u3066\u3001\u5358\u7d14\u306aROI\u30e2\u30c7\u30eb\u3092\u69cb\u7bc9\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u5019\u88dc\u3092\u6319\u3052\u308b\u969b\u306b\u306f\u3001\u30bd\u30d6\u30ea\u30f3\u8981\u4ef6\u4e0b\u3067\u5c55\u958b\u53ef\u80fd\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u512a\u5148\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u6b27\u5dde\u306e\u898f\u5236\u4e0b\u306b\u3042\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001InvestGlass\u306f\u6a5f\u80fd\u6027\u3068\u30bd\u30d6\u30ea\u30f3\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u9b45\u529b\u7684\u306a\u7d44\u307f\u5408\u308f\u305b\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-lead-routing-in-a-financial-institution\">\u91d1\u878d\u6a5f\u95a2\u306b\u304a\u3051\u308b\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5c0e\u5165<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u306b\u9069\u3057\u305f\u3001\u5b9f\u8df5\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7\u306e\u5c0e\u5165\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3064\u3044\u3066\u8aac\u660e\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d71\uff1a\u73fe\u5728\u306e\u30ea\u30fc\u30c9\u306e\u30bd\u30fc\u30b9\u3068\u30d5\u30ed\u30fc\u3092\u30de\u30c3\u30d7\u3059\u308b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30d6\u30d5\u30a9\u30fc\u30e0\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u7d39\u4ecb\u8005\u3001\u30a4\u30d9\u30f3\u30c8\u3001\u652f\u5e97\u3001\u96fb\u8a71\u554f\u3044\u5408\u308f\u305b\u306a\u3069\u3001\u30ea\u30fc\u30c9\u3092\u751f\u307f\u51fa\u3059\u3059\u3079\u3066\u306e\u30c1\u30e3\u30cd\u30eb\u3092\u6587\u66f8\u5316\u3059\u308b\u3002\u4e2d\u5805\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3067\u306f\u3001\u3053\u306e\u4f5c\u696d\u3092\u901a\u3058\u3066\u3001\u30ea\u30fc\u30c9\u306e40\u30d1\u30fc\u30bb\u30f3\u30c8\u304c\u30c7\u30b8\u30bf\u30eb\u30c1\u30e3\u30cd\u30eb\u3067\u306f\u306a\u304f\u96fb\u8a71\u304b\u3089\u767a\u751f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u767a\u898b\u3059\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3053\u306e\u6d1e\u5bdf\u304c\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30eb\u30fc\u30eb\u306e\u8a2d\u8a08\u3092\u5f62\u4f5c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d72\uff1a\u30aa\u30fc\u30ca\u30fc\u30b7\u30c3\u30d7\u30fb\u30eb\u30fc\u30eb\u3068SLA\u306e\u5b9a\u7fa9<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30bb\u30b0\u30e1\u30f3\u30c8\u3068\u30c1\u30e3\u30cd\u30eb\u306e\u660e\u78ba\u306a\u30aa\u30fc\u30ca\u30fc\u30b7\u30c3\u30d7\u3092\u78ba\u7acb\u3059\u308b\u3002\u30ea\u30fc\u30c9\u3078\u306e\u9023\u7d61\u306e\u901f\u3055\u3068\u3001SLA\u306b\u9055\u53cd\u3057\u305f\u5834\u5408\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u65b9\u6cd5\u3092\u660e\u8a18\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u5951\u7d04\u3092\u5b9a\u3081\u308b\u3002\u4e00\u822c\u7684\u306a\u76ee\u6a19\u3068\u3057\u3066\u306f\u3001\u6700\u521d\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u306f5\u5206\u4ee5\u5185\u3001\u5fdc\u7b54\u304c\u306a\u3044\u5834\u5408\u306f30\u5206\u5f8c\u306b\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d73\uff1a\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30eb\u30fc\u30eb\u306e\u8a2d\u8a08\u3068\u30c6\u30b9\u30c8<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u756a\u5c0e\u5165\u524d\u306b\u30b5\u30f3\u30c9\u30dc\u30c3\u30af\u30b9\u74b0\u5883\u3067\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30eb\u30fc\u30eb\u3092\u69cb\u7bc9\u3059\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u304a\u3088\u3073\u7b2c\u4e00\u7dda\u306e\u30c1\u30fc\u30e0\u3092\u8a2d\u8a08\u30d7\u30ed\u30bb\u30b9\u306b\u53c2\u52a0\u3055\u305b\u308b\u3002\u73fe\u5b9f\u7684\u306a\u30ea\u30fc\u30c9\u30c7\u30fc\u30bf\u3092\u7528\u3044\u3066\u30c6\u30b9\u30c8\u3092\u884c\u3044\u3001\u30eb\u30fc\u30eb\u304c\u30a8\u30c3\u30b8\u30b1\u30fc\u30b9\u306b\u304a\u3044\u3066\u671f\u5f85\u901a\u308a\u306e\u52d5\u4f5c\u3092\u3059\u308b\u3053\u3068\u3092\u691c\u8a3c\u3059\u308b\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d75\uff1a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u524d\u306e\u30d1\u30a4\u30ed\u30c3\u30c8<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5358\u4e00\u306e\u5730\u57df\u307e\u305f\u306f\u5546\u54c1\u30e9\u30a4\u30f3\u3067\u8a66\u9a13\u7684\u306b\u59cb\u3081\u308b\u3002\u4f8b\u3048\u3070\u30012026\u5e74\u306e\u4f4f\u5b85\u30ed\u30fc\u30f3\u7d44\u6210\u306e\u8a66\u9a13\u7684\u5b9f\u65bd\u3067\u306f\u3001\u4ed6\u306e\u5546\u54c1\u30e9\u30a4\u30f3\u306b\u62e1\u5927\u3059\u308b\u524d\u306b\u3001\u5fdc\u7b54\u6642\u9593\u309225\uff05\u6539\u5584\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u8a66\u9a13\u671f\u9593\u4e2d\u3001\u5fdc\u7b54\u6642\u9593\u3001\u627f\u8afe\u7387\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u3092\u6e2c\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d76\uff1a\u7d99\u7d9a\u7684\u306a\u6700\u9069\u5316<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3092\u4f7f\u7528\u3057\u3066\u6539\u5584\u306e\u6a5f\u4f1a\u3092\u7279\u5b9a\u3059\u308b\u3002\u30c6\u30ea\u30c8\u30ea\u30fc\u306e\u5909\u66f4\u3001\u65b0\u5546\u54c1\u306e\u767a\u58f2\u3001\u65b0\u898f\u5236\u306e\u65bd\u884c\u306b\u4f34\u3044\u3001\u30eb\u30fc\u30eb\u3092\u8abf\u6574\u3059\u308b\u3002\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u521d\u671f\u5c0e\u5165\u5f8c\u306b\u56fa\u5b9a\u3055\u308c\u305f\u307e\u307e\u3067\u306f\u306a\u304f\u3001\u30d3\u30b8\u30cd\u30b9\u3068\u3068\u3082\u306b\u9032\u5316\u3057\u3066\u3044\u304f\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"692\" height=\"692\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Lead-Scoring-1.png\" alt=\"InvestGlass\u306b\u3088\u308b\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3068\u81ea\u52d5\u5316\" class=\"wp-image-37958\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Lead-Scoring-1.png 692w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Lead-Scoring-1-300x300.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Lead-Scoring-1-150x150.png 150w\" sizes=\"(max-width: 692px) 100vw, 692px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u306b\u3088\u308b\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3068\u81ea\u52d5\u5316<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-sovereign-lead-routing-with-investglass\">InvestGlass\u306b\u3088\u308b\u30bd\u30d6\u30ea\u30f3\u30fb\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5229\u70b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u3088\u308b\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5c0e\u5165\u306f\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u6226\u7565\u7684\u67d4\u8edf\u6027\u306b\u304a\u3044\u3066\u6e2c\u5b9a\u53ef\u80fd\u306a\u6210\u679c\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u30e1\u30ea\u30c3\u30c8<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u30ea\u30fc\u30c9\u914d\u4fe1\u306e\u5c0e\u5165\u5f8c\u3001\u30ec\u30b9\u30dd\u30f3\u30b9\u30bf\u30a4\u30e0\u304c30\uff5e50\uff05\u901f\u304f\u306a\u3063\u305f\u3068\u7d44\u7e54\u306f\u5831\u544a\u3057\u3066\u3044\u308b\u3002\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u30d0\u30e9\u30f3\u30b9\u304c\u53d6\u308c\u305f\u3053\u3068\u3067\u3001\u4ee5\u524d\u306f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30fc\u30e0\u3092\u60a9\u307e\u305b\u3066\u3044\u305f\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u30d9\u30fc\u30b9\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u5272\u308a\u5f53\u3066\u304c\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u6a5f\u4f1a\u3092\u9003\u3059\u3053\u3068\u304c\u6e1b\u308a\u3001\u55b6\u696d\u62c5\u5f53\u8005\u306f\u7ba1\u7406\u696d\u52d9\u3088\u308a\u3082\u55b6\u696d\u4e0a\u306e\u4f1a\u8a71\u306b\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u76e3\u67fb\u306e\u30e1\u30ea\u30c3\u30c8<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u6c7a\u5b9a\u306e\u5b8c\u5168\u306a\u5c65\u6b74\u306f\u3001\u8ab0\u304c\u3001\u3044\u3064\u3001\u306a\u305c\u3001\u3069\u306e\u30ea\u30fc\u30c9\u3092\u53d7\u3051\u53d6\u3063\u305f\u304b\u3001\u305d\u306e\u5f8c\u306e\u518d\u5272\u308a\u5f53\u3066\u3092\u793a\u3059\u76e3\u67fb\u53ef\u80fd\u306a\u8a18\u9332\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002\u8a2d\u5b9a\u5909\u66f4\u306f\u30ed\u30b0\u306b\u8a18\u9332\u3055\u308c\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u3055\u308c\u307e\u3059\u3002\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u53ef\u80fd\u306a\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u898f\u5236\u5f53\u5c40\u3084\u5185\u90e8\u76e3\u67fb\u30c1\u30fc\u30e0\u306e\u8981\u4ef6\u3092\u6e80\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u5229\u70b9<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30e1\u30ea\u30ab\u3084\u4e2d\u56fd\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u4f9d\u5b58\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308a\u307e\u3059\u3002\u30b9\u30a4\u30b9\u6cd5\u306b\u57fa\u3065\u304d\u4fdd\u5b58\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306f\u3001\u5f37\u529b\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3002\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u5c55\u958b\u30aa\u30d7\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30ea\u30fc\u30c9\u30c7\u30fc\u30bf\u3092\u5b8c\u5168\u306b\u56fd\u5883\u5185\u306b\u4fdd\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u57df\u5916\u304b\u3089\u306e\u30a2\u30af\u30bb\u30b9\u8acb\u6c42\u306b\u3055\u3089\u3055\u308c\u308b\u3053\u3068\u304c\u5c11\u306a\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6226\u7565\u7684\u67d4\u8edf\u6027<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30eb\u30fc\u30eb\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306e\u5909\u5316\u306b\u3082\u5bfe\u5fdc\u3057\u307e\u3059\u3002\u652f\u5e97\u30d9\u30fc\u30b9\u304b\u3089\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u307e\u305f\u306f\u30ea\u30e2\u30fc\u30c8\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30e2\u30c7\u30eb\u306b\u79fb\u884c\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4ea4\u63db\u3059\u308b\u3053\u3068\u306a\u304f\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u518d\u69cb\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u67d4\u8edf\u6027\u306b\u3088\u308a\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3078\u306e\u6295\u8cc7\u3092\u4fdd\u8b77\u3057\u3001\u9577\u671f\u7684\u306a\u8ca9\u58f2\u6226\u7565\u306e\u9032\u5316\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-costs-and-pricing-considerations\">\u30b3\u30b9\u30c8\u3068\u4fa1\u683c\u8a2d\u5b9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u4fa1\u683c\u306f\u3001\u30d9\u30f3\u30c0\u30fc\u3001\u5c0e\u5165\u30e2\u30c7\u30eb\u3001\u8907\u96d1\u3055\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u3002\u4f01\u696d\u306f\u3001\u30e9\u30a4\u30bb\u30f3\u30b9\u4fa1\u683c\u3060\u3051\u3067\u306a\u304f\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3092\u8003\u616e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e00\u822c\u7684\u306a\u4fa1\u683c\u4f53\u7cfb<\/strong><\/p>\n\n\n\n<ul 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class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u901a\u5e38\u3001\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u306e\u4ee3\u66ff\u6848\u3088\u308a\u3082\u82e5\u5e72\u5272\u9ad8\u3067\u3059\u304c\u3001\u5927\u304d\u306a\u30bd\u30d6\u30ea\u30f3\u30fb\u30d9\u30cd\u30d5\u30a3\u30c3\u30c8\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u5b8c\u5168\u306b\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u5c0e\u5165\u3059\u308b\u5834\u5408\u3001\u521d\u671f\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u306f\u3088\u308a\u591a\u304f\u5fc5\u8981\u3068\u306a\u308b\u304c\u3001\u8907\u6570\u5e74\u306b\u308f\u305f\u308b\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3067\u304d\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u540c\u6642\u306b\u6700\u3082\u5f37\u529b\u306a\u4e3b\u6a29\u4fdd\u8a3c\u3092\u5b9f\u73fe\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>ROI\u30e2\u30c7\u30eb\u306e\u69cb\u7bc9<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3092\u4f7f\u3063\u3066\u7c21\u5358\u306a\u30d3\u30b8\u30cd\u30b9\u30b1\u30fc\u30b9\u3092\u4f5c\u6210\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u5897\u52a0\u7387\uff08\u5178\u578b\u7684\u306a\u7bc4\u56f2\uff1a10\uff5e20\u30d1\u30fc\u30bb\u30f3\u30c8\uff09<\/li>\n\n\n\n<li>\u624b\u4f5c\u696d\u306b\u3088\u308b\u5272\u308a\u5f53\u3066\u6642\u9593\u306e\u524a\u6e1b\uff08\u591a\u304f\u306e\u5834\u540850\uff05\u4ee5\u4e0a\uff09<\/li>\n\n\n\n<li>\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u6c7a\u5b9a\u306b\u304a\u3051\u308b\u30a8\u30e9\u30fc\u7387\u306e\u4f4e\u4e0b<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u3092\u56de\u907f\u3059\u308b\u4fa1\u5024<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u307b\u3068\u3093\u3069\u306e\u6a5f\u95a2\u306f\u3001\u5c0e\u5165\u5f8c6\u30f6\u6708\u4ee5\u5185\u306e\u6295\u8cc7\u56de\u53ce\u3092\u76ee\u6a19\u3068\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faq\">\u3088\u304f\u3042\u308b\u8cea\u554f\uff08FAQ\uff09<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-about-lead-routing-software\">\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u95a2\u3059\u308b\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306eFAQ\u30bb\u30af\u30b7\u30e7\u30f3\u306f\u3001\u53ce\u76ca\u30ea\u30fc\u30c0\u30fc\u3001COO\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8cac\u4efb\u8005\u304b\u3089\u3088\u304f\u5bc4\u305b\u3089\u308c\u308b\u8cea\u554f\u3092\u53d6\u308a\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u6a19\u6e96\u7684\u306aCRM\u306e\u5272\u308a\u5f53\u3066\u30eb\u30fc\u30eb\u3068\u3069\u3046\u9055\u3046\u306e\u3067\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a19\u6e96\u7684\u306aCRM\u306e\u5272\u308a\u5f53\u3066\u30eb\u30fc\u30eb\u306f\u901a\u5e38\u3001\u57fa\u672c\u7684\u306a\u30e9\u30a6\u30f3\u30c9\u30ed\u30d3\u30f3\u307e\u305f\u306f\u30c6\u30ea\u30c8\u30ea\u30fc\u30d9\u30fc\u30b9\u306e\u30c7\u30a3\u30b9\u30c8\u30ea\u30d3\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u81ea\u52d5\u5316\u306f\u9650\u5b9a\u7684\u3067\u3059\u3002\u5c02\u7528\u306e\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u914d\u4fe1\u3001\u8907\u6570\u306e\u57fa\u6e96\u306b\u308f\u305f\u308b\u8907\u96d1\u306a\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30ed\u30b8\u30c3\u30af\u3001SLA\u9055\u53cd\u6642\u306e\u518d\u5272\u308a\u5f53\u3066\u306e\u305f\u3081\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u304a\u3088\u3073\u5305\u62ec\u7684\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u3068\u30a2\u30ab\u30a6\u30f3\u30bf\u30d3\u30ea\u30c6\u30a3\u306e\u6df1\u3055\u306b\u3088\u308a\u3001\u5c02\u7528\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u306f\u57fa\u672c\u7684\u306aCRM\u6a5f\u80fd\u3068\u306f\u4e00\u7dda\u3092\u753b\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5c0f\u898f\u6a21\u9280\u884c\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3001\u30d6\u30c6\u30a3\u30c3\u30af\u578b\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306f\u6069\u6075\u3092\u53d7\u3051\u3089\u308c\u308b\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u3046\u3060\u3002\u5c0f\u898f\u6a21\u306a\u30c1\u30fc\u30e0\u3067\u3082\u3001\u3088\u308a\u8fc5\u901f\u3067\u4e00\u8cab\u6027\u306e\u3042\u308b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u30b9\u30bf\u30c3\u30d5\u306e\u4e0d\u5728\u6642\u306b\u30ea\u30fc\u30c9\u304c\u5931\u308f\u308c\u308b\u30ea\u30b9\u30af\u3092\u6392\u9664\u3057\u3001\u3059\u3079\u3066\u306e\u554f\u3044\u5408\u308f\u305b\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002\u4e00\u8cab\u6027\u304c\u3042\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u304c\u5411\u4e0a\u3057\u3001\u30c1\u30fc\u30e0\u306e\u898f\u6a21\u306b\u95a2\u4fc2\u306a\u304f\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30af\u30bb\u30b9\u306e\u6210\u679c\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u591a\u304f\u306e\u6b27\u5dde\u3084\u4e2d\u6771\u306e\u6a5f\u95a2\u304c\u30b9\u30a4\u30b9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u597d\u3080\u306e\u306f\u306a\u305c\u3067\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306f\u3001CLOUD\u6cd5\u3084\u4e2d\u56fd\u306e\u540c\u7b49\u6cd5\u306b\u57fa\u3065\u304f\u30a2\u30e1\u30ea\u30ab\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u95a2\u9023\u3059\u308b\u57df\u5916\u30a2\u30af\u30bb\u30b9\u306e\u30ea\u30b9\u30af\u3092\u4f34\u308f\u305a\u306b\u3001\u5f37\u529b\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8a3c\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u898f\u5236\u3055\u308c\u305f\u696d\u754c\u306e\u6a5f\u95a2\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u6280\u8853\u7684\u306a\u55dc\u597d\u3067\u306f\u306a\u304f\u6226\u7565\u7684\u306a\u8981\u4ef6\u3068\u3057\u3066\u6349\u3048\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u304d\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u5c55\u958b\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u3053\u306e\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u73fe\u5b9f\u7684\u306a\u5b9f\u65bd\u671f\u9593\u306f\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5358\u4e00\u306e\u30c6\u30ea\u30c8\u30ea\u30fc\u3068\u6a19\u6e96\u7684\u306a\u30eb\u30fc\u30eb\u306b\u3088\u308b\u30b7\u30f3\u30d7\u30eb\u306a\u69cb\u6210\u3067\u3042\u308c\u3070\u3001\u6570\u9031\u9593\u3067\u5c55\u958b\u3067\u304d\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30e0\u7d71\u5408\u3084\u5e83\u7bc4\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3092\u4f34\u3046\u8907\u96d1\u306a\u8907\u6570\u4e8b\u696d\u4f53\u3078\u306e\u5c55\u958b\u306b\u306f\u3001\u6570\u30ab\u6708\u3092\u8981\u3059\u308b\u3053\u3068\u3082\u3042\u308b\u3002\u307b\u3068\u3093\u3069\u306e\u91d1\u878d\u6a5f\u95a2\u3067\u306f\u3001\u7d44\u7e54\u5168\u4f53\u306b\u62e1\u5927\u3059\u308b\u524d\u306b\u8a66\u9a13\u7684\u306b\u5c0e\u5165\u3059\u308b\u6bb5\u968e\u7684\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u6709\u52b9\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3084KYC\u3068\u3069\u306e\u3088\u3046\u306b\u95a2\u4fc2\u3059\u308b\u306e\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u7d71\u5408\u3057\u3066\u3044\u308b\u3002\u898b\u8fbc\u307f\u5ba2\u304c\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306eKYC\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u901a\u3058\u3066\u60c5\u5831\u3092\u63d0\u51fa\u3059\u308b\u3068\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u691c\u8a3c\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u5c45\u4f4f\u5730\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u3001\u307e\u305f\u306f\u5546\u54c1\u306e\u9069\u5408\u6027\u306b\u57fa\u3065\u3044\u3066\u30ea\u30fc\u30c9\u3092\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u6700\u521d\u306e\u30ea\u30fc\u30c9\u7372\u5f97\u304b\u3089\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u307e\u3067\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30bb\u30fc\u30eb\u30b9\u30d5\u30a1\u30cd\u30eb\u304c\u69cb\u7bc9\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-next-steps\">\u6b21\u306e\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-next-steps-0\">\u6b21\u306e\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306b\u9069\u5207\u306a\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u306b\u306f\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u8981\u4ef6\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7fa9\u52d9\u3001\u4e3b\u6a29\u8005\u306e\u55dc\u597d\u3001\u7d71\u5408\u6a5f\u80fd\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u3089\u306e\u6c7a\u5b9a\u306f\u9867\u5ba2\u7d4c\u9a13\u3001\u898f\u5236\u59ff\u52e2\u3001\u696d\u52d9\u52b9\u7387\u306b\u9577\u671f\u7684\u306a\u5f71\u97ff\u3092\u53ca\u307c\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-list\">\n<li>\u3059\u3079\u3066\u306e\u30c1\u30e3\u30cd\u30eb\u306b\u304a\u3051\u308b\u73fe\u5728\u306e\u30ea\u30fc\u30c9\u30d5\u30ed\u30fc\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3068\u30ec\u30b9\u30dd\u30f3\u30b9\u30bf\u30a4\u30e0\u306e\u30ae\u30e3\u30c3\u30d7\u3092\u7279\u5b9a\u3057\u307e\u3059\u3002<\/li>\n\n\n\n<li>IT\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u6cd5\u52d9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u95a2\u4fc2\u8005\u3092\u5dfb\u304d\u8fbc\u307f\u306a\u304c\u3089\u3001\u4e3b\u6a29\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8981\u4ef6\u3092\u6587\u66f8\u5316\u3059\u308b<\/li>\n\n\n\n<li>InvestGlass\u30c1\u30fc\u30e0\u3068\u306e\u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc\u30b3\u30fc\u30eb\u307e\u305f\u306f\u30c7\u30e2\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u4e88\u7d04\u3057\u3001\u30bd\u30d6\u30ea\u30f3\u30fb\u30ea\u30fc\u30c9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u304c\u8cb4\u793e\u306e\u55b6\u696d\u81ea\u52d5\u5316\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u76ee\u6a19\u3092\u3069\u306e\u3088\u3046\u306b\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u304b\u3092\u691c\u8a0e\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u5bb3\u95a2\u4fc2\u8005\u304c\u65e9\u671f\u306b\u95a2\u4e0e\u3059\u308b\u3053\u3068\u3067\u3001\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u8a2d\u8a08\u304c\u5546\u696d\u7684\u76ee\u6a19\u3068\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u306e\u4e21\u65b9\u306b\u5408\u81f4\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u7af6\u4e89\u304c\u6fc0\u5316\u3057\u898f\u5236\u304c\u5f37\u5316\u3055\u308c\u308b\u74b0\u5883\u3067\u306e\u8ca9\u58f2\u6210\u529f\u306e\u57fa\u76e4\u304c\u6574\u3044\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>In 2026, lead routing software has become essential infrastructure for banks, wealth managers, insurers, real estate funds and public bodies seeking to convert enquiries into client relationships efficiently and compliantly. This technology automatically assigns incoming leads from web forms, marketing campaigns, referrals, call centres and partner introducers to the appropriate sales representative or relationship manager based on predefined rules and real-time data. It plays a crucial role in managing the flow from lead generation through to conversion, ensuring that prospects collected from multiple channels are handled promptly and effectively. For regulated organisations, accurate and compliant lead routing is no longer simply an operational convenience. It is now a board-level priority [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":38569,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,1351,1239],"class_list":["post-49238","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-lead-routing","tag-sovereign"],"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>Lead Routing Software: Essential for 2026<\/title>\n<meta name=\"description\" content=\"Explore the importance of lead routing software for banks and insurers to convert inquiries into client relationships effectively.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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