{"id":49298,"date":"2026-03-19T12:21:37","date_gmt":"2026-03-19T11:21:37","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49298"},"modified":"2026-03-19T12:21:40","modified_gmt":"2026-03-19T11:21:40","slug":"crcm%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2%e3%83%aa%e3%82%b9%e3%83%88-2026%e5%b9%b4%e3%81%ae%e4%b8%bb%e8%a6%8130%e3%83%97%e3%83%a9%e3%83%83%e3%83%88%e3%83%95%e3%82%a9%e3%83%bc%e3%83%a0","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/crm-software-list-30-leading-platforms-in-2026-and-how-to-choose-the-right-one\/","title":{"rendered":"CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30ea\u30b9\u30c8\uff1a2026\u5e74\u306e\u4e3b\u8981\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e030\u9078\u3068\u6700\u9069\u306a\u9078\u3073\u65b9"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2026\u5e74\u306b\u9069\u5207\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u306b\u306f\u3001\u6a5f\u80fd\u30ea\u30b9\u30c8\u3092\u95b2\u89a7\u3059\u308b\u3060\u3051\u3067\u306f\u4e0d\u5341\u5206\u3067\u3042\u308b\u3002\u7d44\u7e54\u306f\u4eca\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u305d\u3057\u3066\u9078\u629e\u3057\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u9577\u671f\u7684\u306a\u904b\u7528\u76ee\u6a19\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u3092\u8a55\u4fa1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u5305\u62ec\u7684\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30ea\u30b9\u30c8\u306f\u300130\u4ee5\u4e0a\u306e\u4e3b\u8981\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u30ab\u30d0\u30fc\u3057\u3001\u305d\u308c\u3089\u306e\u9055\u3044\u3092\u8aac\u660e\u3057\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u5f79\u7acb\u3064\u6c7a\u5b9a\u3078\u3068\u5c0e\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u306f\u3001\u81ea\u52d5\u5316\u3001\u7d71\u5408\u6a5f\u80fd\u3001\u4f7f\u3044\u3084\u3059\u3055\u3001\u4fa1\u683c\u306a\u3069\u306e\u6a5f\u80fd\u3092\u6bd4\u8f03\u3057\u3001\u7d44\u7e54\u306b\u6700\u9069\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30af\u30a4\u30c3\u30af\u30a2\u30f3\u30b5\u30fc2026\u5e74\u30d9\u30b9\u30c8CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30ea\u30b9\u30c8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3050\u306b\u6982\u8981\u3092\u77e5\u308a\u305f\u3044\u8aad\u8005\u306e\u305f\u3081\u306b\u3001\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f2026\u5e74\u306b\u5229\u7528\u53ef\u80fd\u306a\u4e0a\u4f4d\u306eCrm\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8fc5\u901f\u306b\u8981\u7d04\u3057\u3066\u3044\u308b\u3002\u4ee5\u4e0b\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u95a2\u9023\u3059\u308b\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u7d20\u65e9\u304f\u7279\u5b9a\u3067\u304d\u308b\u3088\u3046\u3001\u4e3b\u8981\u306a\u7126\u70b9\u3054\u3068\u306b\u30b0\u30eb\u30fc\u30d7\u5316\u3055\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30fc\u30eb\u30e9\u30a6\u30f3\u30c9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9\uff08\u30b9\u30a4\u30b9 <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> <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e6%a5%ad%e7%95%8c%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bcrm%e3%81%a8%e3%81%af\/\" target=\"_self\">\u8ca1\u52d9\u5411\u3051CRM<\/a>)<\/li><li>\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\uff08\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001\u9ad8\u5ea6\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\uff09<\/li><li>Microsoft Dynamics 365\uff08\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001Microsoft\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\uff09<\/li><li>SAP CRM\uff08\u7d71\u5408\u57fa\u5e79\u696d\u52d9\u30b7\u30b9\u30c6\u30e0\uff09<\/li><li>\u30aa\u30e9\u30af\u30eb\u30fb\u30bb\u30fc\u30eb\u30b9\u30fb\u30af\u30e9\u30a6\u30c9\uff08\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001\u5805\u7262\u306a\u5206\u6790\uff09<\/li><li>NetSuite CRM (ERP\u3068CRM\u306e\u7d71\u5408)<\/li><li>SugarCRM (\u67d4\u8edf\u6027\u306e\u9ad8\u3044\u3001\u4e2d\u5805\u4f01\u696d\u5411\u3051)<\/li><li>Creatio\uff08\u30ce\u30fc\u30b3\u30fc\u30c9\u3001\u30d7\u30ed\u30bb\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff09<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SMB\u3068\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u306b\u512a\u3057\u3044<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>HubSpot (\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u3001\u7121\u6599\u7248\u3042\u308a)<\/li><li>Zoho CRM (\u624b\u9803\u306a\u4fa1\u683c\u3001\u5e45\u5e83\u3044\u6a5f\u80fd\u30bb\u30c3\u30c8)<\/li><li>\u30d1\u30a4\u30d7\u30c9\u30e9\u30a4\u30d6\uff08\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u53ef\u8996\u5316\uff09<\/li><li>\u30d5\u30ec\u30c3\u30b7\u30e5\u30bb\u30fc\u30eb\u30b9\uff08\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u5185\u8535\uff09<\/li><li>Monday.com\uff08\u30d3\u30b8\u30e5\u30a2\u30eb\u3001\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\uff09<\/li><li>\u6982\u8981\uff08\u30b7\u30f3\u30d7\u30eb\u3001\u30bb\u30fc\u30eb\u30b9\u91cd\u8996\uff09<\/li><li>Copper (Google Workspace\u3068\u306e\u7d71\u5408)<\/li><li>\u30ad\u30fc\u30d7\uff08\u4e2d\u5c0f\u4f01\u696d\u306e\u81ea\u52d5\u5316\uff09<\/li><li>\u30a2\u30b8\u30e3\u30a4\u30ebCRM (\u4e88\u7b97\u306b\u898b\u5408\u3063\u305f\u30b9\u30bf\u30fc\u30bf\u30fc)<\/li><li>Apptivo\uff08\u30e2\u30b8\u30e5\u30fc\u30eb\u5f0f\u3001\u624b\u9803\u306a\u4fa1\u683c\uff09<\/li><li>\u30af\u30ed\u30fc\u30ba\uff08\u30a4\u30f3\u30b5\u30a4\u30c9\u30bb\u30fc\u30eb\u30b9\u30c1\u30fc\u30e0\uff09<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><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\"><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/strong><\/a><strong> \u30d5\u30a9\u30fc\u30ab\u30b9<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ActiveCampaign\uff08E\u30e1\u30fc\u30eb\u3068\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff09<\/li><li>Brevo\uff08\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u65e7Sendinblue\uff09<\/li><li>Klaviyo\uff08B2C\u3068e\u30b3\u30de\u30fc\u30b9\u306e\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\uff09<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u696d\u754c\u5225\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>kvCORE\uff08\u4e0d\u52d5\u7523\u30d5\u30a9\u30fc\u30ab\u30b9\uff09<\/li><li>BNTouch\uff08\u4f4f\u5b85\u30ed\u30fc\u30f3\u696d\u754c\uff09<\/li><li>\u30af\u30ea\u30aa\uff08\u5f01\u8b77\u58eb\u696d\u52d9\u7ba1\u7406\uff09<\/li><li>\u30b9\u30e9\u30a4\u30d6\uff08\u5730\u57df\u30b5\u30fc\u30d3\u30b9\u4e8b\u696d\u8005\uff09<\/li><li>\u30ef\u30fc\u30af\u30d6\u30c3\u30af\uff08\u4e2d\u5805\u5e02\u5834\u5411\u3051\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30fb\u30b5\u30fc\u30d3\u30b9\uff09<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u30b5\u30fc\u30d3\u30b9\u6307\u5411<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Zendesk Sell (<a rel=\"noopener noreferrer\" 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\">\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9<\/a> \u7d71\u5408)<\/li><li>Insightly\uff08\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304a\u3088\u3073\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406\uff09<\/li><li>\u30cb\u30f3\u30d6\u30eb\uff08\u30bd\u30fc\u30b7\u30e3\u30ebCRM\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30fb\u30a8\u30f3\u30ea\u30c3\u30c1\u30e1\u30f3\u30c8\uff09<\/li><li>\u30de\u30ad\u30b7\u30de\u30a4\u30b6\u30fc\uff08\u55b6\u696d\u30c1\u30fc\u30e0\u306e\u751f\u7523\u6027\uff09<\/li><li>Nextiva\uff08\u30e6\u30cb\u30d5\u30a1\u30a4\u30c9\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3CRM\uff09<\/li><li>\u30bb\u30fc\u30b8CRM\uff08\u4f1a\u8a08\u7d71\u5408\uff09<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306eCrm\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30ea\u30b9\u30c8\u306f\u30012026\u5e74\u306e\u7af6\u4e89\u74b0\u5883\u3092\u8868\u3057\u3066\u3044\u307e\u3059\u3002\u5404\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30bd\u30d6\u30ea\u30f3\u30c7\u30fc\u30bf\u8981\u4ef6\u304b\u3089\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u307e\u3067\u3001\u7d44\u7e54\u306e\u660e\u78ba\u306a\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2026\u5e74\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u305d\u306e\u91cd\u8981\u6027\u3068\u306f\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406\u3057\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u8ffd\u8de1\u3057\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306b\u308f\u305f\u308b\u55b6\u696d\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u3067\u3059\u3002\u5b9f\u7528\u7684\u306a\u7528\u8a9e\u3067\u306f\u3001Crm\u30c4\u30fc\u30eb\u306f\u3001\u7d44\u7e54\u304c\u6700\u521d\u306e\u63a5\u89e6\u304b\u3089\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u4fdd\u6301\u3092\u901a\u3058\u3066\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u3060\u3001, <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\">Crm\u30b7\u30b9\u30c6\u30e0<\/a> \u306f\u5358\u306a\u308b\u30a2\u30c9\u30ec\u30b9\u5e33\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u3066\u9032\u5316\u3057\u3066\u3044\u308b\u3002\u6700\u65b0\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u96fb\u8a71\u3001\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u3001\u30e9\u30a4\u30d6\u30c1\u30e3\u30c3\u30c8\u3001\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u3001\u3055\u3089\u306b\u306f\u898f\u5236\u90e8\u9580\u306e\u305f\u3081\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u307e\u3067\u3092\u3064\u306a\u3050\u904b\u7528\u30cf\u30d6\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u8907\u6570\u306e\u30c1\u30e3\u30cd\u30eb\u3084\u30c7\u30d0\u30a4\u30b9\u304b\u3089\u306e\u30d3\u30b8\u30cd\u30b9\u30c7\u30fc\u30bf\u3092\u96c6\u7d04\u3057\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u3084\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u30c1\u30fc\u30e0\u306b\u3059\u3079\u3066\u306e\u9867\u5ba2\u95a2\u4fc2\u306e\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u898b\u3089\u308c\u308b\u4ee3\u8868\u7684\u306a\u6a5f\u80fd\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b3\u30f3\u30bf\u30af\u30c8\u304a\u3088\u3073\u30a2\u30ab\u30a6\u30f3\u30c8\u7ba1\u7406<\/li><li>\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u3068\u6a5f\u4f1a\u8ffd\u8de1<\/li><li>\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/li><li>\u58f2\u4e0a\u4e88\u6e2c\u3068\u5831\u544a<\/li><li>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3068\u30bf\u30b9\u30af\u7ba1\u7406<\/li><li>\u30e2\u30d0\u30a4\u30eb\u30a2\u30af\u30bb\u30b9\u3068\u7d71\u5408\u6a5f\u80fd<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3084\u305d\u306e\u4ed6\u306e\u898f\u5236\u7523\u696d\u3067\u306f\u3001Crm\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304cKYC\u30d7\u30ed\u30bb\u30b9\u3082\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3001, <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>, \u307e\u305f\u3001\u76e3\u67fb\u5bfe\u5fdc\u6587\u66f8\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3082\u63d0\u4f9b\u3059\u308b\u3002\u3053\u306e\u62e1\u5f35\u306f\u30012026\u5e74\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u7ba1\u7406\u306b\u306f\u696d\u52d9\u52b9\u7387\u3068\u898f\u5236\u306e\u53b3\u683c\u3055\u306e\u4e21\u65b9\u304c\u5fc5\u8981\u3067\u3042\u308b\u3068\u3044\u3046\u73fe\u5b9f\u3092\u53cd\u6620\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u7a2e\u985e\uff08\u5b9f\u4f8b\u4ed8\u304d\uff09<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u3063\u3066\u3001\u7d44\u7e54\u306e\u512a\u5148\u4e8b\u9805\u306f\u7570\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30ab\u30c6\u30b4\u30ea\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u8a2d\u8a08\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u8a55\u4fa1\u3092\u96c6\u4e2d\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30ebCRM<\/strong> \u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u7ba1\u7406\u306e\u81ea\u52d5\u5316\u3068\u5408\u7406\u5316\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u65e5\u3005\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5b9f\u884c\u3068\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u55b6\u696dCRM\u306f\u3001\u4ee5\u4e0b\u3092\u6700\u9069\u5316\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\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%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%ef%bc%9f-3\/\" target=\"_self\">\u8ca9\u58f2\u7ba1\u7406<\/a> \u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u53ef\u8996\u5316\u3001\u6848\u4ef6\u8ffd\u8de1\u3001\u81ea\u52d5\u5316\u306a\u3069\u306e\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u6d3b\u52d5\u3092\u52b9\u7387\u5316\u3057\u3001\u5168\u4f53\u7684\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002HubSpot\u306f\u3001B2B\u30ea\u30fc\u30c9\u7ba1\u7406\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306b\u512a\u308c\u3066\u3044\u307e\u3059\u3002Pipedrive\u306f\u3001\u8996\u899a\u7684\u306a\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3067\u6d3b\u52d5\u30d9\u30fc\u30b9\u306e\u8ca9\u58f2\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002Freshworks\u306f\u3001\u7d44\u307f\u8fbc\u307f\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u7279\u306b\u4ee5\u4e0b\u306e\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u305f\u904b\u7528\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%82%92%e6%8c%81%e3%81%a4%e3%81%93%e3%81%a8%e3%81%af%e3%81%84%e3%81%8b%e3%81%ab%e6%9c%89%e7%9b%8a%e3%81%8b-%e3%81%9d%e3%81%ae%e5%be%b9%e5%ba%95%e5%88%86%e6%9e%90\/\" target=\"_self\">\u91d1\u878d\u6a5f\u95a2<\/a>, \u3092\u542b\u3080\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e5%90%91%e3%81%91%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%81%ae%e7%a9%b6%e6%a5%b5%e3%82%ac%e3%82%a4\/\" target=\"_self\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5206\u6790\u7684CRM<\/strong> \u306f\u3001\u30c7\u30fc\u30bf\u5206\u6790\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u8ca9\u58f2\u4e88\u6e2c\u3092\u512a\u5148\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u7d44\u7e54\u304c\u9867\u5ba2\u306e\u884c\u52d5\u8ffd\u8de1\u30d1\u30bf\u30fc\u30f3\u3092\u7406\u89e3\u3057\u3001\u5c06\u6765\u306e\u7d50\u679c\u3092\u4e88\u6e2c\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u5206\u6790\u578bCRM\u306f\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u8a08\u753b\u306b\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u3001\u30bb\u30fc\u30eb\u30b9\u30d5\u30a1\u30cd\u30eb\u5168\u4f53\u3092\u901a\u3057\u3066\u30ea\u30fc\u30c9\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u3092\u6700\u9069\u5316\u3059\u308b\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u304a\u3088\u3073\u55b6\u696d\u6226\u7565\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002Salesforce\u306f\u3001\u5e83\u7bc4\u306a\u5206\u6790\u3068\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002Microsoft Dynamics 365\u306f\u3001\u4e88\u6e2c\u7684\u6d1e\u5bdf\u3092\u4f01\u696d\u5168\u4f53\u306b\u7d71\u5408\u3057\u307e\u3059\u3002SAP\u306f\u3001CRO\u30c7\u30fc\u30bf\u3092\u3088\u308a\u5e83\u7bc4\u306a\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30ea\u30bd\u30fc\u30b9\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u63a5\u7d9a\u3057\u307e\u3059\u3002InvestGlass\u306e\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u6295\u8cc7\u9069\u6027\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3CRM<\/strong> \u306f\u3001\u30c1\u30fc\u30e0\u3084\u30c1\u30e3\u30cd\u30eb\u3092\u8d85\u3048\u3066\u9867\u5ba2\u60c5\u5831\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u3092\u91cd\u8996\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u90e8\u9580\u9593\u306e\u30c1\u30fc\u30e0\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002Zoho CRM\u306f\u3001\u3088\u308a\u5e83\u7bc4\u306a\u30d3\u30b8\u30cd\u30b9\u30fb\u30b9\u30a4\u30fc\u30c8\u306e\u4e2d\u3067\u904b\u7528\u3055\u308c\u3001\u90e8\u9580\u6a2a\u65ad\u7684\u306a\u53ef\u8996\u5316\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u308b\u3002Insightly\u306f\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u7ba1\u7406\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406\u3092\u7d50\u3073\u3064\u3051\u307e\u3059\u3002Nimble\u306f\u3001\u9023\u7d61\u5148\u30c7\u30fc\u30bf\u3092\u30bd\u30fc\u30b7\u30e3\u30eb\u60c5\u5831\u3067\u5145\u5b9f\u3055\u305b\u308b\u3002InvestGlass\u306f\u4ee5\u4e0b\u306e\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u4fc3\u9032\u3059\u308b\u3002 <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>, \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u898f\u5236\u5bfe\u8c61\u7d44\u7e54\u5185\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c1\u30fc\u30e0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7279\u5316\u3057\u305f\u30ab\u30c6\u30b4\u30ea\u30fc\u3082\u5b58\u5728\u3059\u308b\u3002ActiveCampaign\u3084Brevo\u306e\u3088\u3046\u306a\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u7ba1\u7406CRM\u306f\u3001E\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002Nimble \u306e\u3088\u3046\u306a\u30bd\u30fc\u30b7\u30e3\u30eb CRM \u306f\u30bd\u30fc\u30b7\u30e3\u30eb\u30c7\u30fc\u30bf\u306e\u7d71\u5408\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u30e2\u30d0\u30a4\u30eb\u30fb\u30d5\u30a1\u30fc\u30b9\u30c8 CRM \u306f\u3001\u30e2\u30d0\u30a4\u30eb\u30fb\u30c7\u30d0\u30a4\u30b9\u4e0a\u3067\u5b8c\u5168\u306a\u6a5f\u80fd\u3092\u5fc5\u8981\u3068\u3059\u308b\u55b6\u696d\u62c5\u5f53\u8005\u5411\u3051\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u3053\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30ea\u30b9\u30c8\u3067\u9078\u3070\u308c\u3066\u3044\u308b\u30bd\u30d6\u30ea\u30f3CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e5%90%91%e3%81%91crc\/\" target=\"_self\">\u30b9\u30a4\u30b9CRM<\/a> \u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u76ee\u7684<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\u5411\u3051<\/a>, \u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u305d\u306e\u4ed6\u306e\u898f\u5236\u307e\u305f\u306f\u516c\u5171\u90e8\u9580\u306e\u7d44\u7e54\u3002\u3053\u306eCrm\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30ea\u30b9\u30c8\u306b\u3042\u308b\u591a\u304f\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u898f\u5236\u9075\u5b88\u3092\u512a\u5148\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u6a5f\u95a2\u306e\u305f\u3081\u306b\u4e00\u304b\u3089\u8a2d\u8a08\u3055\u308c\u307e\u3057\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3082\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u5c55\u958b\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30a4\u30f3\u30d5\u30e9\u3092\u81ea\u7531\u306b\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001InvestGlass\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u3084\u4e2d\u56fd\u306eCRM\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u4f9d\u5b58\u305b\u305a\u3001\u57df\u5916\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u306e\u61f8\u5ff5\u3092\u56de\u907f\u3057\u305f\u3044\u4f01\u696d\u306b\u3068\u3063\u3066\u7406\u60f3\u7684\u306a\u9078\u629e\u80a2\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30a2InvestGlass\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u306f\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u3068\u30b3\u30f3\u30bf\u30af\u30c8\u7ba1\u7406\u306e\u305f\u3081\u306eCRM<\/li><li>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/kyc%e6%a4%9c%e8%a8%bc%e3%82%92%e8%87%aa%e5%8b%95%e5%8c%96%e3%81%99%e3%82%8b%e6%96%b9%e6%b3%95-%e3%82%b2%e3%83%bc%e3%83%a0%e3%82%92%e8%87%aa%e5%8b%95%e5%8c%96%e3%81%97%e3%81%a6%e9%96%8b%e7%99%ba\/\" target=\"_self\">KYC\u306e\u81ea\u52d5\u5316<\/a><\/li><li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u5831\u544a<\/li><li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u76e3\u67fb\u8a3c\u8de1<\/li><li>\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/li><li>\u696d\u52d9\u52b9\u7387\u5316\u306e\u305f\u3081\u306eAI\u306b\u3088\u308b\u81ea\u52d5\u5316<\/li><li>\u30bb\u30ad\u30e5\u30a2 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%bb%e3%82%ad%e3%83%a5%e3%82%a2%e3%81%aa%e3%82%af%e3%83%a9%e3%82%a4%e3%82%a2%e3%83%b3%e3%83%88%e3%83%bb%e3%83%95%e3%82%a1%e3%82%a4%e3%83%ab%e5%85%b1%e6%9c%89%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_self\">\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u7528\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb<\/a> \u30a2\u30af\u30bb\u30b9<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u3092\u8003\u3048\u308b <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e9%a1%a7%e5%ae%a2%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e6%88%90%e5%8a%9f%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae\/\" target=\"_self\">\u9280\u884c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> 2026\u5e74\u306e\u65b0\u898f\u9867\u5ba2InvestGlass\u306f\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3092\u6271\u3046\u3001, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e8%ba%ab%e5%85%83%e7%a2%ba%e8%aa%8d%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%e3%80%81%e3%81%a9%e3%81%ae%e3%82%88%e3%81%86%e3%81%ab%e6%a9%9f%e8%83%bd%e3%81%99%e3%82%8b%e3%81%ae%e3%81%8b\/\" target=\"_self\">\u672c\u4eba\u78ba\u8a8d<\/a>, KYC\u30c1\u30a7\u30c3\u30af\u3001\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u542b\u3080\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u5b8c\u4e86\u3059\u308b\u3068\u3001\u30c7\u30fc\u30bf\u306f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u76f4\u63a5\u6d41\u308c\u8fbc\u307f\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u5b8c\u5168\u306a\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306f\u3001\u9280\u884c\u304c\u7ba1\u7406\u3059\u308b\u30a4\u30f3\u30d5\u30e9\u5185\u306b\u3068\u3069\u307e\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u304c\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u5834\u6240\u3001\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u8005\u3001\u76e3\u67fb\u65b9\u6cd5\u3092\u6b63\u78ba\u306b\u6c7a\u5b9a\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306e\u4e3b\u6a29\u3092\u4fdd\u8b77\u3057\u307e\u3059\u3002\u898f\u5236\u696d\u754c\u306e\u7d44\u7e54\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u7ba1\u7406\u306f\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u306f\u306a\u304f\u3001\u5fc5\u8981\u4e0d\u53ef\u6b20\u306a\u3082\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30ea\u30b9\u30c8\uff1a2026\u5e74\u306e\u4eba\u6c17\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u8a73\u7d30\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u8aad\u8005\u304c\u9078\u629e\u80a2\u3092\u7d20\u65e9\u304f\u6bd4\u8f03\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u30d9\u30f3\u30c0\u30fc\u3054\u3068\u306e\u30b9\u30ca\u30c3\u30d7\u30b7\u30e7\u30c3\u30c8\u3092\u7c21\u6f54\u306b\u63b2\u8f09\u3057\u3066\u3044\u308b\u3002\u5404\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306f\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u30e6\u30fc\u30b6\u30fc\u3001\u4e2d\u6838\u3068\u306a\u308b\u5f37\u307f\u3001\u5c0e\u5165\u30e2\u30c7\u30eb\u30012026\u5e74\u306e\u5178\u578b\u7684\u306a\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3068\u3044\u3046\u4e00\u8cab\u3057\u305f\u30d1\u30bf\u30fc\u30f3\u306b\u5f93\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong> \u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u304a\u3088\u3073\u30bd\u30d6\u30ea\u30f3\u30fb\u30c7\u30fc\u30bf\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u5fc5\u8981\u3068\u3059\u308b\u516c\u7684\u6a5f\u95a2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u6838\u3068\u306a\u308b\u5f37\u307f\u306f\u3001\u7d71\u5408\u3055\u308c\u305fKYC\u3001\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\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u3067\u3042\u308b\u3002\u5c0e\u5165\u30aa\u30d7\u30b7\u30e7\u30f3\u306b\u306f\u3001\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u304c\u3042\u308b\u3002\u5178\u578b\u7684\u306a\u4f7f\u7528\u4f8b\u3068\u3057\u3066\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u81ea\u52d5\u5316\u3059\u308b\u4e00\u65b9\u3067\u3001\u898f\u5236\u5f53\u5c40\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306b\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9<\/strong> \u306f\u3001\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u5e83\u7bc4\u306a\u7d71\u5408\u306b\u3088\u308a\u3001\u9ad8\u5ea6\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306aCRM\u30b7\u30b9\u30c6\u30e0\u3092\u6c42\u3081\u308b\u4f01\u696d\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3057\u3066\u3044\u307e\u3059\u3002Apex\u3068Lightning Web Components\u306b\u3088\u308b\u8a73\u7d30\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3001\u9ad8\u5ea6\u306a\u5206\u6790\u3001\u30a2\u30c9\u30aa\u30f3\u306e\u81a8\u5927\u306a\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u306a\u3069\u304c\u4e3b\u306a\u5f37\u307f\u3067\u3059\u3002\u4fa1\u683c\u306f1\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d\u7d04$25\u304b\u3089\u3002\u4f01\u696d\u306f\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u3092\u5229\u7528\u3057\u3066\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u5c55\u958b\u3059\u308b\u8907\u96d1\u306a\u55b6\u696d\u6226\u7565\u3092\u7ba1\u7406\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Microsoft Dynamics 365<\/strong> \u306f\u3001\u3059\u3067\u306b\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u6295\u8cc7\u3057\u3066\u3044\u308b\u4f01\u696d\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002Teams\u3068\u306e\u30cd\u30a4\u30c6\u30a3\u30d6\u7d71\u5408\u3001Outlook\u3068\u306e\u540c\u671f\u3001Power Platform\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306a\u3069\u304c\u4e3b\u306a\u5f37\u307f\u3067\u3059\u3002\u4fa1\u683c\u306f1\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d$65\u7a0b\u5ea6\u304b\u3089\u3002\u5178\u578b\u7684\u306a\u4f7f\u7528\u4f8b\u3068\u3057\u3066\u306f\u3001\u4f01\u696d\u304c\u65e2\u5b58\u306eMicrosoft 365\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5185\u3067\u55b6\u696d\u3001\u30b5\u30fc\u30d3\u30b9\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u6319\u3052\u3089\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30cf\u30d6\u30b9\u30dd\u30c3\u30c8<\/strong> \u306f\u3001\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6c42\u3081\u308bB2B\u4f01\u696d\u306b\u30a2\u30d4\u30fc\u30eb\u3057\u3066\u304a\u308a\u3001\u4e2d\u5c0f\u4f01\u696d\u5411\u3051\u306e\u7121\u6599\u30c6\u30a3\u30a2\u3082\u7528\u610f\u3055\u308c\u3066\u3044\u308b\u3002\u30bb\u30fc\u30eb\u30b9\u30cf\u30d6\u306f\u3001\u30ea\u30fc\u30c9\u7ba1\u7406\u3001\u53d6\u5f15\u8ffd\u8de1\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u4fa1\u683c\u306f\u7121\u6599\u304b\u30891\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d$50+\u307e\u3067\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u6210\u9577\u4f01\u696d\u306fHubSpot\u3092\u5229\u7528\u3057\u3066\u3001\u5927\u898f\u6a21\u306a\u6280\u8853\u30ea\u30bd\u30fc\u30b9\u3092\u5fc5\u8981\u3068\u305b\u305a\u306b\u30ea\u30fc\u30c9\u3092\u7ba1\u7406\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u81ea\u52d5\u5316\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Zoho CRM<\/strong> \u306f\u3001\u69d8\u3005\u306a\u898f\u6a21\u306e\u30b3\u30b9\u30c8\u610f\u8b58\u306e\u9ad8\u3044\u7d44\u7e54\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3057\u3066\u3044\u307e\u3059\u30021\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d$14\u3067\u3001Zoho\u306f\u30b3\u30f3\u30bf\u30af\u30c8\u7ba1\u7406\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u81ea\u52d5\u5316\u3001\u3088\u308a\u5e83\u7bc4\u306aZoho\u30d3\u30b8\u30cd\u30b9\u30b9\u30a4\u30fc\u30c8\u3068\u306e\u7d71\u5408\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u4e2d\u5c0f\u4f01\u696d\u306f\u3001\u30b3\u30b9\u30c8\u3092\u6291\u3048\u306a\u304c\u3089\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306bZoho\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d1\u30a4\u30d7\u30c9\u30e9\u30a4\u30d6<\/strong> \u306f\u3001\u8996\u899a\u7684\u306a\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u3092\u512a\u5148\u3059\u308b\u55b6\u696d\u30c1\u30fc\u30e0\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002Pipedrive\u306f1\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d$14\u3067\u3001\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u30c4\u30fc\u30eb\u3068\u308f\u304b\u308a\u3084\u3059\u3044\u6848\u4ef6\u8ffd\u8de1\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u55b6\u696d\u62c5\u5f53\u8005\u306fPipedrive\u3092\u4f7f\u3063\u3066\u65e5\u3005\u306e\u6d3b\u52d5\u3092\u7ba1\u7406\u3057\u3001\u660e\u78ba\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u30b9\u30c6\u30fc\u30b8\u3092\u7d4c\u3066\u5546\u8ac7\u3092\u9032\u3081\u3066\u3044\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bc\u30f3\u30c7\u30b9\u30af\u30fb\u30bb\u30eb<\/strong> \u306f\u3001\u5408\u7406\u5316\u3055\u308c\u305f\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u3068Zendesk\u306e\u5e45\u5e83\u3044\u88fd\u54c1\u7fa4\u3068\u306e\u7d71\u5408\u3092\u6c42\u3081\u308b\u55b6\u696d\u306b\u7279\u5316\u3057\u305f\u7d44\u7e54\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3057\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30b5\u30dd\u30fc\u30c8\u4f53\u9a13\u3092\u901a\u3058\u3066\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u3001\u9867\u5ba2\u30b5\u30dd\u30fc\u30c8\u5c02\u7528\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d5\u30ec\u30c3\u30b7\u30e5\u30bb\u30fc\u30eb\u30b9<\/strong> \u306eFreshworks\u306f\u3001\u7d44\u307f\u8fbc\u307f\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u3068\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u6c42\u3081\u308b\u6210\u9577\u4f01\u696d\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u7121\u6599\u5c64\u304c\u5229\u7528\u53ef\u80fd\u3067\u3001\u6709\u6599\u30aa\u30d7\u30b7\u30e7\u30f3\u306f1\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d$18\u304b\u3089\u3002Freshsales \u306f\u3001\u30b5\u30dd\u30fc\u30c8\u30c1\u30e3\u30cd\u30eb\u3092\u7d71\u5408\u3057\u3001\u5fdc\u7b54\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u30c1\u30fc\u30e0\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3092\u52b9\u7387\u7684\u306b\u51e6\u7406\u3057\u307e\u3059\u3002\u7d44\u7e54\u306f\u3001Freshsales \u3092\u4f7f\u7528\u3057\u3066\u3001\u96fb\u8a71\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u30c1\u30e3\u30c3\u30c8\u3092\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u7d44\u307f\u5408\u308f\u305b\u307e\u3059\u3002 <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> \u305d\u3057\u3066\u81ea\u52d5\u5316\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30de\u30f3\u30c7\u30fc\u30c9\u30c3\u30c8\u30b3\u30e0<\/strong> \u306f\u30011\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d$10\u304b\u3089\u3001\u30d3\u30b8\u30e5\u30a2\u30eb\u3067\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u9ad8\u5ea6\u306aAI\u6a5f\u80fd\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3068\u30ea\u30fc\u30c9\u306e\u5145\u5b9f\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u4e2d\u5805\u4f01\u696d\u3067\u306f\u3001Monday.com\u3092\u4f7f\u7528\u3057\u3066\u3001\u958b\u767a\u8005\u306e\u30ea\u30bd\u30fc\u30b9\u3092\u4f7f\u308f\u305a\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u55b6\u696d\u304a\u3088\u3073\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u7ba1\u7406\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30af\u30ea\u30a8\u30c6\u30a3\u30aa<\/strong> \u63d0\u4f9b\u3059\u308b <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%bc%e3%83%89%e3%81%aa%e3%81%97%e8%87%aa%e5%8b%95%e5%8c%96%e3%83%a6%e3%83%bc%e3%82%b9%e3%82%b1%e3%83%bc%e3%82%b9%e3%83%bb%e3%83%99%e3%82%b9%e3%83%883\/\" target=\"_self\">\u30ce\u30fc\u30b3\u30fc\u30c9\u30fb\u30d7\u30ed\u30bb\u30b9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/a> \u4e2d\u5805\u30fb\u4e2d\u5c0f\u4f01\u696d\u5411\u3051\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u8907\u96d1\u306a\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u7ba1\u7406\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u9ad8\u5ea6\u306a\u696d\u52d9\u8981\u4ef6\u3092\u6301\u3064\u4f01\u696d\u306f\u3001\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u305f\u3081\u306bCreatio\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>NetSuite CRM<\/strong> \u306f\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30ea\u30bd\u30fc\u30b9\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3092\u7d71\u5408\u3057\u307e\u3059\u3002Oracle NetSuite\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u8ca1\u52d9\u7ba1\u7406\u3001\u5728\u5eab\u7ba1\u7406\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6c42\u3081\u3066\u3044\u308b\u7d44\u7e54\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002NetSuite CRM\u306f\u3001\u4e00\u5143\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3067\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3057\u3001\u9023\u7d61\u5148\u60c5\u5831\u3092\u5408\u7406\u5316\u3057\u3066\u8ca9\u58f2\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u6539\u5584\u3057\u307e\u3059\u3002NetSuite CRM\u306f\u3001\u8ca9\u58f2\u3001\u30b5\u30fc\u30d3\u30b9\u3001\u8ca1\u52d9\u3092\u5b8c\u5168\u306b\u53ef\u8996\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SAP CRM<\/strong> \u306f\u3001\u8907\u96d1\u306a\u8981\u4ef6\u3068\u65e2\u5b58\u306eSAP\u30a4\u30f3\u30d5\u30e9\u3092\u6301\u3064\u5927\u4f01\u696d\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002SAP ERP\u304a\u3088\u3073\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3068\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u5305\u62ec\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30fb\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u53ef\u8996\u6027\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u4f01\u696d\u306fSAP\u3092\u4f7f\u7528\u3057\u3066\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304a\u3088\u3073\u8ca1\u52d9\u30b7\u30b9\u30c6\u30e0\u3092\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a2\u30af\u30c6\u30a3\u30d6\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/strong> \u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068E\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u7279\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6d17\u7df4\u3055\u308c\u305f\u81ea\u52d5\u5316\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u30de\u30c3\u30d4\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u3001ActiveCampaign\u3092\u4f7f\u7528\u3057\u3066\u30ea\u30fc\u30c9\u3092\u80b2\u6210\u3057\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u901a\u3058\u3066\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30af\u30e9\u30d3\u30aa<\/strong> \u306f\u3001B2C\u304a\u3088\u3073e\u30b3\u30de\u30fc\u30b9\u30d6\u30e9\u30f3\u30c9\u306b\u7279\u5316\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001E\u30e1\u30fc\u30eb\u3001SMS\u3001\u9867\u5ba2\u884c\u52d5\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u30921\u3064\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u7d71\u5408\u3057\u3066\u3044\u308b\u3002E\u30b3\u30de\u30fc\u30b9\u4f01\u696d\u306fKlaviyo\u3092\u5229\u7528\u3057\u3066\u3001\u5b9f\u969b\u306e\u8cfc\u8cb7\u884c\u52d5\u3084\u95b2\u89a7\u884c\u52d5\u306b\u57fa\u3065\u3044\u305f\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u4f53\u9a13\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u696d\u754c\u5225\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/strong> kvCORE\u306f\u3001\u4e0d\u52d5\u7523\u5c02\u9580\u5bb6\u306b\u30ea\u30fc\u30c9\u7ba1\u7406\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002BNTouch\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3067\u4f4f\u5b85\u30ed\u30fc\u30f3\u306e\u8cb8\u3057\u624b\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002Clio\u306f\u3001\u6cd5\u5f8b\u4e8b\u52d9\u6240\u5411\u3051\u306b\u696d\u52d9\u7ba1\u7406\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u7279\u5b9a\u306e\u898f\u5236\u3084\u904b\u7528\u8981\u4ef6\u306b\u5408\u308f\u305b\u305f\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e88\u7b97\u306b\u5fdc\u3058\u305f\u624b\u9803\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u7d44\u7e54\u306b\u3068\u3063\u3066\u3001\u9069\u5207\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u306b\u306f\u3001\u30b3\u30b9\u30c8\u3068\u6a5f\u80fd\u306e\u4e21\u65b9\u3092\u614e\u91cd\u306b\u691c\u8a0e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u624b\u9803\u306a\u4fa1\u683c\u306eCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u3042\u3089\u3086\u308b\u5206\u91ce\u306e\u4f01\u696d\u304c\u3001\u8ca1\u653f\u898f\u5f8b\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7ba1\u7406\u3057\u3001\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u7ba1\u7406\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u9803\u306a\u4fa1\u683c\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u512a\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u306a\u304c\u3089\u30ea\u30bd\u30fc\u30b9\u3092\u6700\u9069\u5316\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u4e2d\u5c0f\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u7279\u306b\u4fa1\u5024\u306e\u3042\u308b\u3082\u306e\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u901a\u5e38\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u7ba1\u7406\u3001\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u8ffd\u8de1\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3001\u57fa\u672c\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u306a\u3069\u306e\u57fa\u672c\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3001\u30c1\u30fc\u30e0\u304c\u6b63\u78ba\u304b\u3064\u52b9\u7387\u7684\u306b\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3044\u304f\u3064\u304b\u306eCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5805\u7262\u306a\u6a5f\u80fd\u3068\u5229\u7528\u3057\u3084\u3059\u3044\u4fa1\u683c\u8a2d\u5b9a\u306e\u30d0\u30e9\u30f3\u30b9\u306b\u3088\u3063\u3066\u5dee\u5225\u5316\u3092\u56f3\u3063\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Zoho CRM<\/strong>:Zoho CRM\u306f\u3001\u7af6\u4e89\u529b\u306e\u3042\u308b\u4fa1\u683c\u8a2d\u5b9a\u3068\u5305\u62ec\u7684\u306a\u6a5f\u80fd\u30bb\u30c3\u30c8\u3067\u8a55\u4fa1\u3055\u308c\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u7ba1\u7406\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u81ea\u52d5\u5316\u3001Zoho\u306e\u88dc\u5b8c\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u306e\u7d71\u5408\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u4fa1\u683c\u306f1\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d\u7d04$14\u304b\u3089\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3084\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u306e\u5f37\u5316\u3092\u76ee\u6307\u3059\u4e2d\u5c0f\u4f01\u696d\u306b\u3068\u3063\u3066\u5229\u7528\u3057\u3084\u3059\u3044\u4fa1\u683c\u8a2d\u5b9a\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/li><li><strong>\u30d1\u30a4\u30d7\u30c9\u30e9\u30a4\u30d6<\/strong>:\u8996\u899a\u7684\u306a\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u306b\u91cd\u70b9\u3092\u7f6e\u304fPipedrive\u306f\u3001\u6848\u4ef6\u306e\u8ffd\u8de1\u3068\u55b6\u696d\u6d3b\u52d5\u306e\u7ba1\u7406\u306e\u305f\u3081\u306e\u76f4\u611f\u7684\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u30021\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d\u7d04$14\u304b\u3089\u5229\u7528\u3067\u304d\u308b\u624b\u9803\u306a\u30d7\u30e9\u30f3\u304c\u3042\u308a\u3001\u308f\u304b\u308a\u3084\u3059\u304f\u52b9\u679c\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5fc5\u8981\u3068\u3059\u308b\u55b6\u696d\u30c1\u30fc\u30e0\u306b\u3068\u3063\u3066\u597d\u307e\u3057\u3044\u9078\u629e\u80a2\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/li><li><strong>HubSpot CRM\uff08\u7121\u6599\u7248\uff09<\/strong>:HubSpot\u306e\u7121\u6599CRM\u306f\u3001\u9023\u7d61\u5148\u3084\u6848\u4ef6\u306e\u7ba1\u7406\u3001E\u30e1\u30fc\u30eb\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3001\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u306a\u3069\u3001\u30b3\u30a2\u3068\u306a\u308b\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u521d\u3081\u3066\u5c0e\u5165\u3059\u308b\u4f01\u696d\u3084\u3001\u4e88\u7b97\u304c\u9650\u3089\u308c\u3066\u3044\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u512a\u308c\u305f\u30a8\u30f3\u30c8\u30ea\u30fc\u30dd\u30a4\u30f3\u30c8\u3067\u3059\u3002.<\/li><li><strong>\u30d5\u30ec\u30c3\u30b7\u30e5\u30bb\u30fc\u30eb\u30b9<\/strong>:\u30d5\u30ec\u30c3\u30b7\u30e5\u30bb\u30fc\u30eb\u30b9\u306f\u3001\u7d71\u5408\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u3001\u30ea\u30fc\u30c9\u7ba1\u7406\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u81ea\u52d5\u5316\u3092\u7af6\u4e89\u529b\u306e\u3042\u308b\u4fa1\u683c\u3067\u63d0\u4f9b\u3057\u307e\u3059\u3002\u305d\u306e\u7121\u6599\u5c64\u30681\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u6708\u984d$18\u304b\u3089\u59cb\u307e\u308b\u6709\u6599\u30d7\u30e9\u30f3\u306f\u3001\u62e1\u5927\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u306b\u67d4\u8edf\u6027\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/li><li><strong>\u30a2\u30b8\u30e3\u30a4\u30ebCRM<\/strong>:\u4e2d\u5c0f\u4f01\u696d\u5411\u3051\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u305fAgile CRM\u306f\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\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\u6a5f\u80fd\u3092\u7d71\u4e00\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306b\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002\u5229\u7528\u3057\u3084\u3059\u3044\u4fa1\u683c\u4f53\u7cfb\u3068\u5305\u62ec\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u7d44\u7e54\u304c\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7ba1\u7406\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u52b9\u679c\u7684\u306b\u9ad8\u3081\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u9803\u306a\u4fa1\u683c\u306eCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u8a55\u4fa1\u3059\u308b\u5834\u5408\u3001\u4f01\u696d\u306f\u5358\u306b\u6708\u3005\u306e\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30b3\u30b9\u30c8\u3060\u3051\u3067\u306a\u304f\u3001\u30b3\u30a2\u6a5f\u80fd\u3001\u5c0e\u5165\u306e\u5bb9\u6613\u3055\u3001\u7d71\u5408\u6a5f\u80fd\u3092\u901a\u3058\u3066\u63d0\u4f9b\u3055\u308c\u308b\u4fa1\u5024\u3082\u8003\u616e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u8cbb\u7528\u5bfe\u52b9\u679c\u306e\u9ad8\u3044CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u591a\u304f\u306f\u3001\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30d7\u30e9\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u5fc5\u8981\u306a\u6a5f\u80fd\u304b\u3089\u5c0e\u5165\u3057\u3001\u904b\u7528\u8981\u4ef6\u306e\u5909\u5316\u306b\u5fdc\u3058\u3066\u6a5f\u80fd\u3092\u62e1\u5f35\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u7d42\u7684\u306b\u306f\u3001\u6700\u3082\u7d4c\u6e08\u7684\u306b\u5229\u7528\u3057\u3084\u3059\u3044CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u3063\u3066\u3082\u3001\u4e8b\u696d\u904b\u55b6\u306b\u5909\u9769\u7684\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316\u3001\u30eb\u30fc\u30c1\u30f3\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u3001\u52b9\u679c\u7684\u306a\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u306e\u30b5\u30dd\u30fc\u30c8\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4e88\u7b97\u306e\u5236\u7d04\u306b\u95a2\u4fc2\u306a\u304f\u3001\u7d44\u7e54\u306b\u512a\u308c\u305f\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u6c38\u7d9a\u7684\u306a\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u69cb\u7bc9\u3059\u308b\u529b\u3092\u4e0e\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4f01\u696d\u5411\u3051CRM\u3068\u4e2d\u5c0f\u4f01\u696d\u5411\u3051CRM\uff1a\u3042\u306a\u305f\u306e\u898f\u6a21\u306b\u5408\u3046\u30c4\u30fc\u30eb\u306f\u3069\u308c\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u8868\u9762\u7684\u306b\u306f\u985e\u4f3c\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u898b\u3048\u308b\u304c\u3001\u7d44\u7e54\u898f\u6a21\u3084\u8907\u96d1\u3055\u306e\u30ec\u30d9\u30eb\u304c\u5927\u304d\u304f\u7570\u306a\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u9055\u3044\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30b9\u30c8\u306e\u304b\u304b\u308b\u30ba\u30ec\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baCRM\u306e\u7279\u5fb4<\/strong> \u3092\u542b\u3080\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9ad8\u5ea6\u306a\u81ea\u52d5\u5316\u3068\u8907\u96d1\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u6a5f\u80fd<\/li><li>\u6d17\u7df4\u3055\u308c\u305f\u30a2\u30af\u30bb\u30b9\u8a31\u53ef\u3068\u30ed\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1<\/li><li>\u8907\u6570\u4e8b\u696d\u4f53\u306e\u7d44\u7e54\u69cb\u9020<\/li><li>ERP\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30ea\u30b7\u30fc\u30fb\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30cd\u30a4\u30c6\u30a3\u30d6\u306a\u7d71\u5408<\/li><li>\u5c02\u7528\u306eIT\u30ea\u30bd\u30fc\u30b9\u3092\u5fc5\u8981\u3068\u3059\u308b\u9ad8\u3044\u8a2d\u5b9a\u53ef\u80fd\u6027<\/li><li>\u30d5\u30a3\u30fc\u30eb\u30c9\u30ec\u30d9\u30eb\u306e\u76e3\u67fb\u8a3c\u8de1\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u5411\u3051\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u3001\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u30fb\u30c0\u30a4\u30ca\u30df\u30af\u30b9365\u3001SAP\u3001\u30aa\u30e9\u30af\u30eb\u3001\u30cd\u30c3\u30c8\u30b9\u30a4\u30fc\u30c8\u3001\u898f\u5236\u4f01\u696d\u5411\u3051\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306a\u3069\u304c\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u4f01\u696d\u3084\u5927\u898f\u6a21\u306aIT\u30ea\u30bd\u30fc\u30b9\u3092\u6301\u3064\u5927\u4f01\u696d\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e2d\u5c0f\u4f01\u696d\u5411\u3051CRM\u306e\u7279\u5fb4<\/strong> \u3092\u542b\u3080\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f7f\u3044\u3084\u3059\u3055\u3068\u8fc5\u901f\u306a\u5c55\u958b<\/li><li>\u3088\u308a\u30b7\u30f3\u30d7\u30eb\u306a\u4fa1\u683c\u4f53\u7cfb\u3068\u900f\u660e\u6027\u306e\u9ad8\u3044\u30b3\u30b9\u30c8<\/li><li>\u6df1\u3044\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3088\u308a\u3082\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u30d9\u30fc\u30b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1<\/li><li>\u6700\u5c0f\u9650\u306eIT\u30ea\u30bd\u30fc\u30b9<\/li><li>\u4f01\u696d\u306e\u8907\u96d1\u6027\u3092\u6392\u9664\u3057\u305fCRO\u306e\u30b3\u30a2\u6a5f\u80fd<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u5c0f\u4f01\u696d\u5411\u3051\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u3001Pipedrive\u3001Zoho CRM\u3001HubSpot\u306e\u7121\u6599\u7248\u3001Nutshell\u3001Thryv\u3001Freshsales\u306a\u3069\u304c\u3042\u308b\u3002\u4e2d\u5c0f\u4f01\u696d\u306f\u591a\u304f\u306e\u5834\u5408\u3001\u5927\u898f\u6a21\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3088\u308a\u3082\u30b9\u30d4\u30fc\u30c9\u91cd\u8996\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3<\/strong> \u306f\u91cd\u8981\u306a\u691c\u8a0e\u4e8b\u9805\u3067\u3042\u308b\u30022026\u5e74\u304b\u30892028\u5e74\u306b\u304b\u3051\u3066\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u308b\u7d44\u7e54\u306f\u3001\u9078\u629e\u3057\u305fCrm\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u7834\u58ca\u7684\u306a\u79fb\u884c\u306a\u3057\u306b\u62e1\u5f35\u3067\u304d\u308b\u304b\u3069\u3046\u304b\u3092\u691c\u8a0e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002HubSpot\u306f\u3001\u3053\u306e\u7dca\u5f35\u3092\u7269\u8a9e\u3063\u3066\u3044\u308b\u3002\u4e2d\u5c0f\u4f01\u696d\u306b\u3068\u3063\u3066\u5229\u7528\u3057\u3084\u3059\u3044\u4e00\u65b9\u3067\u3001\u7d44\u7e54\u304c\u6210\u9577\u3057\u3001\u3088\u308a\u9ad8\u5ea6\u306a\u6a5f\u80fd\u3092\u5fc5\u8981\u3068\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u3001\u4fa1\u683c\u8a2d\u5b9a\u306f\u6025\u901f\u306b\u62e1\u5927\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u90e8\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30e2\u30b8\u30e5\u30fc\u30eb\u5f0f\u306e\u5c55\u958b\u3092\u901a\u3058\u3066\u3001\u4e2d\u5c0f\u4f01\u696d\u5e02\u5834\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5e02\u5834\u306e\u6a4b\u6e21\u3057\u3092\u3059\u308b\u3002InvestGlass\u3068Creatio\u306f\u3001\u6bb5\u968e\u7684\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u3092\u901a\u3058\u3066\u4e2d\u898f\u6a21\u304b\u3089\u5927\u898f\u6a21\u306e\u7d44\u7e54\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u4f01\u696d\u306f\u30b3\u30a2\u6a5f\u80fd\u304b\u3089\u59cb\u3081\u3066\u3001\u8981\u4ef6\u304c\u9032\u5316\u3059\u308b\u306b\u3064\u308c\u3066\u7279\u5225\u306a\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u8ffd\u52a0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u7d44\u7e54\u898f\u6a21<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4ee3\u8868\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4e3b\u306a\u691c\u8a0e\u4e8b\u9805<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30e2\u30fc\u30eb\u30d3\u30b8\u30cd\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Pipedrive\u3001Zoho\u3001HubSpot \u7121\u6599<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f7f\u3044\u3084\u3059\u3055\u3001\u30b3\u30b9\u30c8\u3001\u8fc5\u901f\u306a\u5c55\u958b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u5805\u4f01\u696d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30ec\u30c3\u30b7\u30e5\u30bb\u30fc\u30eb\u30b9\u3001Monday.com\u3001HubSpot Paid<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u3001\u81ea\u52d5\u5316\u3001\u7d71\u5408<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u3001\u30c0\u30a4\u30ca\u30df\u30af\u30b9365\u3001\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29<\/p><\/td><\/tr><\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\u3069\u306eCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30ea\u30b9\u30c8\u3067\u3082\u6bd4\u8f03\u3067\u304d\u308b\u58f2\u4e0a\u4e88\u6e2c\u306a\u3069\u306e\u4e3b\u306a\u6a5f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a5f\u80fd\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u7d71\u5408\u6a5f\u80fd\u306f\u3001\u826f\u3044CRM\u306e\u9078\u629e\u3068\u9ad8\u4fa1\u306a\u5931\u6557\u3092\u5206\u3051\u308b\u3002\u30d9\u30f3\u30c0\u30fc\u3092\u8a55\u4fa1\u3059\u308b\u524d\u306b\u3001\u7d44\u7e54\u306b\u3068\u3063\u3066\u3069\u306e\u6a5f\u80fd\u304c\u6700\u3082\u91cd\u8981\u304b\u3092\u7406\u89e3\u3057\u3088\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e2d\u6838\u6a5f\u80fd<\/strong> \u8cb7\u3044\u624b\u306f\u5fc5\u305a\u78ba\u8a8d\u3059\u308b\u3053\u3068\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9023\u7d61\u5148\u7ba1\u7406\u3068\u30a2\u30ab\u30a6\u30f3\u30c8\u968e\u5c64<\/li><li>\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u3068\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406<\/li><li>\u30ea\u30fc\u30c9\u7ba1\u7406\u3068\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/li><li>\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/li><li>\u30ab\u30b9\u30bf\u30e0\u30d5\u30a3\u30fc\u30eb\u30c9\u3001\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u3001\u30c7\u30fc\u30bf\u69cb\u9020<\/li><li>\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u58f2\u4e0a\u4e88\u6e2c<\/li><li>\u73fe\u5834\u30c1\u30fc\u30e0\u306e\u305f\u3081\u306e\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u3078\u306e\u30a2\u30af\u30bb\u30b9<\/li><li>\u4f1a\u8a08\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3001\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u6a5f\u80fd<\/li><li>\u8907\u6570\u306e\u30c1\u30e3\u30cd\u30eb\u306b\u304a\u3051\u308b\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u8ffd\u8de1\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6539\u5584\u3057\u3001\u8ca9\u58f2\u3092\u4fc3\u9032\u3059\u308b\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9ad8\u5ea6\u306a\u6a5f\u80fd<\/strong> 2026\u5e74\u306b\u306f\u307e\u3059\u307e\u3059\u91cd\u8981\u306b\u306a\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI\u306b\u3088\u308b\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3068\u4e88\u6e2c\u4e88\u6e2c<\/li><li>\u55b6\u696d\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li><li>\u6587\u66f8\u4f5c\u6210\u3068\u96fb\u5b50\u7f72\u540d\u306e\u7d71\u5408<\/li><li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%bb%e3%82%ad%e3%83%a5%e3%82%a2%e3%81%aa%e9%a1%a7%e5%ae%a2%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab%e3%82%92%e5%88%a9%e7%94%a8%e3%81%99%e3%82%8b%e3%83%a1%e3%83%aa%e3%83%83%e3%83%88\/\" target=\"_self\">\u5b89\u5168\u306a\u30dd\u30fc\u30bf\u30eb\u30b5\u30a4\u30c8<\/a> \u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30a2\u30af\u30bb\u30b9<\/li><li>\u30bf\u30b9\u30af\u7ba1\u7406\u3068\u30c1\u30fc\u30e0\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb<\/li><li>\u9867\u5ba2\u884c\u52d5\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3068\u30b8\u30e3\u30fc\u30cb\u30fc\u5206\u6790<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30c7\u30fc\u30bf\u30ac\u30d0\u30ca\u30f3\u30b9<\/strong> \u7279\u306b\u898f\u5236\u90e8\u9580\u306b\u3068\u3063\u3066\u306f\u91cd\u8981\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u304d\u3081\u7d30\u304b\u306a\u30d1\u30fc\u30df\u30c3\u30b7\u30e7\u30f3\u306b\u3088\u308b\u30ed\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb<\/li><li>\u3059\u3079\u3066\u306e\u5909\u66f4\u3092\u6587\u66f8\u5316\u3059\u308b\u30d5\u30a3\u30fc\u30eb\u30c9\u30ec\u30d9\u30eb\u306e\u76e3\u67fb\u8a3c\u8de1<\/li><li>\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u5834\u6240\u3092\u5236\u5fa1\u3059\u308b\u30c7\u30fc\u30bf\u30fb\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/li><li>KYC\u304a\u3088\u3073AML\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u30b5\u30dd\u30fc\u30c8<\/li><li>\u898f\u5236\u5f53\u5c40\u3078\u306e\u5831\u544a\u304a\u3088\u3073\u6587\u66f8\u5316<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u6a19\u6e96\u7684\u306aCRM\u6a5f\u80fd\u3092\u8d85\u3048\u3066\u91d1\u878d\u306b\u7279\u5316\u3057\u305f\u6a5f\u80fd\u3092\u8ffd\u52a0\u3057\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4f8b\u3067\u3042\u308b\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3001\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3001MiFID II\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u308a\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084\u9280\u884c\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u3067\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u3068\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u306e\u4e21\u65b9\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d9\u30f3\u30c0\u30fc\u3092\u8a55\u4fa1\u3059\u308b\u524d\u306b\u3001\u8b72\u308c\u306a\u3044\u6a5f\u80fd\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3002\u4e00\u822c\u7684\u306a\u6a5f\u80fd\u30ea\u30b9\u30c8\u3067\u306f\u306a\u304f\u3001\u5177\u4f53\u7684\u306a\u8981\u4ef6\u306b\u7167\u3089\u3057\u5408\u308f\u305b\u3066\u3001Crm\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30ea\u30b9\u30c8\u306e\u5404\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u70b9\u6570\u3092\u4ed8\u3051\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30bd\u30d6\u30ea\u30f3\u30fb\u30c7\u30fc\u30bf\u3068\u975e\u7c73\u56fd\/\u975e\u4e2d\u56fdCRM\u30aa\u30d7\u30b7\u30e7\u30f3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u5dde\u3001\u4e2d\u6771\u3001\u30a2\u30b8\u30a2\u306e\u4e00\u90e8\u306e\u591a\u304f\u306e\u7d44\u7e54\u306f\u73fe\u5728\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u7ba1\u8f44\u6a29\u3092C R M\u306e\u610f\u601d\u6c7a\u5b9a\u306e\u4e2d\u5fc3\u306b\u636e\u3048\u3066\u3044\u308b\u3002\u3053\u306e\u30b7\u30d5\u30c8\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u5b58\u5728\u3057\u3001\u8ab0\u304c\u305d\u308c\u306b\u5408\u6cd5\u7684\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u304b\u306b\u3064\u3044\u3066\u306e\u6b63\u5f53\u306a\u61f8\u5ff5\u3092\u53cd\u6620\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d44\u7e54\u304c\u30a2\u30e1\u30ea\u30ab\u3084\u4e2d\u56fd\u4ee5\u5916\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u597d\u3080\u306e\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u7406\u7531\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u57df\u5916\u6cd5\u306f\u5916\u56fd\u653f\u5e9c\u306b\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u8a31\u53ef\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/li><li>\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30c7\u30fc\u30bf\u8ee2\u9001\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8907\u96d1\u3055\u3092\u751f\u3080<\/li><li>\u6d77\u5916\u306e\u30af\u30e9\u30a6\u30c9\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u4f9d\u5b58\u306f\u6226\u7565\u7684\u30ea\u30b9\u30af\u3092\u3082\u305f\u3089\u3059<\/li><li>\u898f\u5236\u306e\u67a0\u7d44\u307f\u306f\u3001\u307e\u3059\u307e\u3059\u73fe\u5730\u3067\u306e\u30c7\u30fc\u30bf\u5c45\u4f4f\u3092\u8981\u6c42\u3057\u3066\u3044\u308b\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bd\u30d6\u30ea\u30f3\u578b CRM \u306f\u3001\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u3068\u30a2\u30af\u30bb\u30b9\u3092\u660e\u78ba\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u7279\u5b9a\u306e\u56fd\u3001\u73fe\u5730\u306e\u30a4\u30f3\u30d5 \u30e9\u3001\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u5c55\u958b\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u9867\u5ba2\u60c5\u5831\u306f\u9078\u629e\u3057\u305f\u7ba1\u8f44\u533a\u57df\u5185\u306b\u3068\u3069\u307e\u308b\u3068\u3044\u3046\u4fe1\u983c\u304c\u5f97\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5c0a\u91cd\u3059\u308b\u6b27\u5dde\u306e\u30b9\u30a4\u30b9\u30db\u30b9\u30c8CRM\u306e\u4ee3\u8868\u4f8b\u3067\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u307e\u305f\u306f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30af\u30e9\u30a6\u30c9\u3067\u306e\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u304c\u53ef\u80fd\u3067\u3001\u9280\u884c\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u516c\u7684\u6a5f\u95a2\u306b\u9069\u3057\u3066\u3044\u308b\u3002\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u3084\u4e2d\u56fd\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u4e16\u754c\u3067\u6700\u3082\u5f37\u529b\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5358\u306b\u5916\u8cc7\u7cfb\u30a4\u30f3\u30d5\u30e9\u5185\u306b\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306f\u7570\u306a\u308a\u3001\u4e3b\u6a29\u3068\u91d1\u878d\u30b0\u30ec\u30fc\u30c9\u306e\u6a5f\u80fd\u3092\u517c\u306d\u5099\u3048\u3066\u3044\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u81ea\u52d5\u5316\u3001\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\u306f\u3001\u7d44\u7e54\u304c\u7ba1\u7406\u3059\u308b\u30a4\u30f3\u30d5\u30e9\u5185\u3067\u904b\u7528\u3055\u308c\u308b\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u898f\u5236\u9075\u5b88\u3068\u904b\u7528\u80fd\u529b\u306e\u9593\u3067\u59a5\u5354\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u3055\u308c\u305f\u30bb\u30af\u30bf\u30fc\u306e\u30d0\u30a4\u30e4\u30fc\u306f\u3001Crm\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7\u3059\u308b\u969b\u306b\u3001\u30c7\u30fc\u30bf\u306e\u5c45\u4f4f\u6027\u3068\u4e3b\u6a29\u3092\u6700\u4e0a\u4f4d\u306e\u57fa\u6e96\u3068\u3057\u3066\u52a0\u3048\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5229\u4fbf\u6027\u306f\u3001\u305d\u308c\u304c\u898f\u5236\u5f53\u5c40\u3078\u306e\u66b4\u9732\u3084\u6226\u7565\u7684\u4f9d\u5b58\u3092\u751f\u3080\u306e\u3067\u3042\u308c\u3070\u3001\u307b\u3068\u3093\u3069\u610f\u5473\u3092\u306a\u3055\u306a\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u3073\u65b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u76ee\u7684\u306f\u3001\u5358\u306b\u6700\u5927\u306e\u30d6\u30e9\u30f3\u30c9\u3092\u9078\u3076\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u7d44\u7e54\u306e\u76ee\u6a19\u3001\u30d7\u30ed\u30bb\u30b9\u3001\u898f\u5236\u306e\u80cc\u666f\u306b\u6700\u3082\u9069\u3057\u305f\u3082\u306e\u3092\u9078\u3076\u3053\u3068\u3067\u3042\u308b\u3002\u69cb\u9020\u5316\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u6210\u679c\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d71\uff1a\u76ee\u7684\u3092\u660e\u78ba\u306b\u5b9a\u7fa9\u3059\u308b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6210\u529f\u3068\u306f\u4f55\u304b\u3092\u660e\u78ba\u306b\u3059\u308b\u3002\u4e00\u822c\u7684\u306a\u76ee\u7684\u306b\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8fc5\u901f\u5316\u3001\u30af\u30ed\u30b9\u30bb\u30eb\u8ee2\u63db\u306e\u5411\u4e0a\u3001\u76e3\u67fb\u306b\u5bfe\u5fdc\u3057\u305f\u9867\u5ba2\u8a18\u9332\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u5411\u4e0a\u3001\u55b6\u696d\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u4e00\u4f53\u904b\u55b6\u306a\u3069\u304c\u3042\u308b\u3002Crm\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u3063\u3066\u3001\u6700\u9069\u5316\u3055\u308c\u308b\u7d50\u679c\u306f\u7570\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d72\uff1a\u73fe\u5728\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u30de\u30c3\u30d4\u30f3\u30b0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d44\u7e54\u304c\u5b9f\u969b\u306b\u3069\u306e\u3088\u3046\u306b\u6a5f\u80fd\u3057\u3066\u3044\u308b\u304b\u3092\u6587\u66f8\u5316\u3059\u308b\u3002\u3069\u306e\u3088\u3046\u306a\u30d3\u30b8\u30cd\u30b9 <a rel=\"noopener noreferrer\" 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\">Crm\u3092\u51e6\u7406\u3059\u308b<\/a> \u30b5\u30dd\u30fc\u30c8\u5fc5\u9808\u3002\u30da\u30a4\u30f3\u30dd\u30a4\u30f3\u30c8\u3001\u624b\u52d5\u3067\u306e\u56de\u907f\u7b56\u3001\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u9023\u643a\u8981\u4ef6\u3092\u7279\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d73\uff1a\u5fc5\u9808\u306e\u9023\u643a\u6a5f\u80fd\u3092\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7\u3059\u308b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u4f1a\u8a08\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3001\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30b7\u30b9\u30c6\u30e0\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u9023\u643a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30d9\u30f3\u30c0\u30fc\u3092\u8a55\u4fa1\u3059\u308b\u524d\u306b\u3001\u8b72\u308c\u306a\u3044\u7d71\u5408\u9805\u76ee\u3092\u7279\u5b9a\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d7\uff14\uff1a\u73fe\u5b9f\u7684\u306a\u4e88\u7b97\u3068\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u8a2d\u5b9a\u3059\u308b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e9\u30a4\u30bb\u30f3\u30b9\u3001\u5c0e\u5165\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u304a\u3088\u3073\u7d99\u7d9a\u7684\u306a\u7ba1\u7406\u3092\u542b\u3080\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3092\u8003\u616e\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u9069\u5207\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u30e6\u30fc\u30b6\u30fc\u306e\u63a1\u7528\u3092\u53ef\u80fd\u306b\u3059\u308b\u5c0e\u5165\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u78ba\u7acb\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d75\uff1a3\uff5e5\u500b\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u7d5e\u308a\u8fbc\u3080<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cb4\u793e\u306e\u898f\u6a21\u3001\u696d\u7a2e\u3001\u30bd\u30d6\u30ea\u30f3\u30fb\u30cb\u30fc\u30ba\u306b\u6cbf\u3063\u305fC R M \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u3002\u898f\u5236\u3055\u308c\u305f\u30bb\u30af\u30bf\u30fc\u3067\u4e8b\u696d\u3092\u884c\u3063\u3066\u3044\u308b\u5834\u5408\u3084\u3001\u30c7\u30fc\u30bf\u30fb\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u304c\u5fc5\u8981\u306a\u5834\u5408\u306f\u3001InvestGlass\u306e\u3088\u3046\u306a\u30bd\u30d6\u30ea\u30f3\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u5c11\u306a\u304f\u3068\u30821\u3064\u542b\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c6\u30c3\u30d76\uff1a\u69cb\u9020\u5316\u3055\u308c\u305f\u8a66\u9a13\u3092\u5b9f\u65bd\u3059\u308b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5019\u88dc\u3068\u306a\u3063\u305f\u5404CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5b9f\u969b\u306e\u30c7\u30fc\u30bf\u3067\u30c6\u30b9\u30c8\u3059\u308b\u3002\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u3092\u6e2c\u5b9a\u3059\u308b\u3002\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u3092\u30c6\u30b9\u30c8\u3059\u308b\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u304c\u671f\u5f85\u901a\u308a\u306b\u6a5f\u80fd\u3059\u308b\u304b\u78ba\u8a8d\u3059\u308b\u3002\u30b5\u30dd\u30fc\u30c8\u306e\u5fdc\u7b54\u6027\u3068\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u54c1\u8cea\u3092\u78ba\u8a8d\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9f\u88c5\u4e0a\u306e\u8003\u616e\u4e8b\u9805<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u30c7\u30fc\u30bf\u79fb\u884c\u306b\u306f\u614e\u91cd\u306a\u8a08\u753b\u304c\u5fc5\u8981\u3067\u3059<\/li><li>\u30e6\u30fc\u30b6\u30fc\u7814\u4fee\u306f\u3001\u5c0e\u5165\u3068\u6295\u8cc7\u53ce\u76ca\u7387\u3092\u4fc3\u9032\u3057\u307e\u3059<\/li><li>\u5909\u66f4\u7ba1\u7406\u306f\u9577\u671f\u7684\u306a\u6210\u529f\u3092\u6c7a\u5b9a\u3057\u307e\u3059<\/li><li>\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b9\u30dd\u30f3\u30b5\u30fc\u30b7\u30c3\u30d7\u306f\u3001\u30ea\u30bd\u30fc\u30b9\u3068\u7d44\u7e54\u7684\u306a\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u8ca1\u52d9\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u5099\u3048\u305f\u5b89\u5168\u306a\u6b27\u5dde\u3001\u975e\u7c73\u56fd\u3001\u975e\u4e2d\u56fd\u306eCRM\u3092\u5fc5\u8981\u3068\u3059\u308b\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u9b45\u529b\u7684\u306a\u9078\u629e\u80a2\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u76e3\u8996\u3001\u898f\u5236\u9075\u5b88\u306e\u305f\u3081\u306e\u5b9f\u7528\u7684\u306a\u30c4\u30fc\u30eb\u3092\u517c\u306d\u5099\u3048\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306b\u9069\u5207\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u7d44\u7e54\u306e\u898f\u5236\u8981\u4ef6\u3001\u696d\u52d9\u4e0a\u306e\u512a\u5148\u4e8b\u9805\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u30cb\u30fc\u30ba\u3092\u3001\u81ea\u793e\u306e\u72b6\u6cc1\u306b\u5408\u308f\u305b\u3066\u69cb\u7bc9\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u30de\u30c3\u30c1\u30f3\u30b0\u3055\u305b\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u6642\u9593\u3092\u304b\u3051\u3066\u5019\u88dc\u3092\u9069\u5207\u306b\u8a55\u4fa1\u3057\u3001\u8cb4\u793e\u306e\u4e3b\u6a29\u3092\u5b88\u308a\u3001\u9577\u671f\u7684\u306a\u5229\u76ca\u306b\u8ca2\u732e\u3059\u308b\u30d9\u30f3\u30c0\u30fc\u3092\u512a\u5148\u3057\u307e\u3057\u3087\u3046\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Selecting the right customer relationship management software in 2026 requires more than browsing feature lists. Organisations must now evaluate data sovereignty, regulatory compliance, and whether their chosen platform aligns with long-term operational goals. This comprehensive crm software list covers more than 30 leading platforms, explains how they differ, and guides you toward a decision that serves your business for years to come. When choosing CRM software, it is important to compare features such as automation, integration capabilities, ease of use, and pricing to ensure you select the most suitable solution for your organisation. Quick Answer: The Best CRM Software List for 2026 For readers seeking an immediate overview, this section [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47052,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,1377,1367],"class_list":["post-49298","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-software-list","tag-software"],"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>CRM Software List for 2026: Top Picks Reviewed<\/title>\n<meta name=\"description\" content=\"Explore our comprehensive CRM Software List featuring over 30 platforms to help you choose the right solution for your business.\" \/>\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\/crcm\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30ea\u30b9\u30c8-2026\u5e74\u306e\u4e3b\u898130\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Software List: 30+ Leading Platforms in 2026 and How to Choose the Right One\" \/>\n<meta property=\"og:description\" content=\"Selecting the right customer relationship management software in 2026 requires\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/crcm\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30ea\u30b9\u30c8-2026\u5e74\u306e\u4e3b\u898130\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-19T11:21:37+00:00\" \/>\n<meta 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Software List: 30+ Leading Platforms in 2026 and How to Choose the Right One","og_description":"Selecting the right customer relationship management software in 2026 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