{"id":11109,"date":"2025-10-22T16:36:30","date_gmt":"2025-10-22T07:36:30","guid":{"rendered":"https:\/\/dx.funaisoken.co.jp\/zoho\/?post_type=column&#038;p=11109"},"modified":"2025-10-22T16:36:31","modified_gmt":"2025-10-22T07:36:31","slug":"crm-basics-usage","status":"publish","type":"column","link":"https:\/\/dx.funaisoken.co.jp\/zoho\/column\/crm-basics-usage\/","title":{"rendered":"CRM\u5c0e\u5165\u306e\u57fa\u672c\u3068\u6d3b\u7528\u6cd5\u3000\uff5e\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6df1\u3081\u3001\u58f2\u4e0a\u5411\u4e0a\u306b\u3064\u306a\u3052\u308b\u65b9\u6cd5\uff5e"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%81%AF%E3%81%98%E3%82%81%E3%81%AB\"><\/span>\u306f\u3058\u3081\u306b<span class=\"ez-toc-section-end\"><\/span><\/h2><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">\u3053\u306e\u8a18\u4e8b\u306e\u76ee\u6b21<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #1871f7;color:#1871f7\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #1871f7;color:#1871f7\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 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href=\"https:\/\/dx.funaisoken.co.jp\/zoho\/column\/crm-basics-usage\/#CRM%E5%B0%8E%E5%85%A5%E3%81%AB%E3%82%88%E3%81%A3%E3%81%A6%E5%BE%97%E3%82%89%E3%82%8C%E3%82%8B5%E3%81%A4%E3%81%AE%E3%83%A1%E3%83%AA%E3%83%83%E3%83%88\" >CRM\u5c0e\u5165\u306b\u3088\u3063\u3066\u5f97\u3089\u308c\u308b5\u3064\u306e\u30e1\u30ea\u30c3\u30c8<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/dx.funaisoken.co.jp\/zoho\/column\/crm-basics-usage\/#CRM%E5%B0%8E%E5%85%A5%E3%82%92%E6%88%90%E5%8A%9F%E3%81%95%E3%81%9B%E3%82%8B%E3%81%9F%E3%82%81%E3%81%AE%E6%BA%96%E5%82%99%E3%81%A8%E9%81%8B%E7%94%A8\" 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class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p>\u672c\u8a18\u4e8b\u3067\u306f\u3001CRM\u306e\u57fa\u672c\u6982\u5ff5\u304b\u3089\u5c0e\u5165\u306e\u76ee\u7684\u3001SFA\u30fbMA\u3068\u306e\u9055\u3044\u3001\u5c0e\u5165\u306b\u3088\u308b\u5177\u4f53\u7684\u306a\u30e1\u30ea\u30c3\u30c8\u3001<br>\u3055\u3089\u306b\u6210\u529f\u306e\u305f\u3081\u306e\u6e96\u5099\u30fb\u904b\u7528\u30dd\u30a4\u30f3\u30c8\u306b\u3064\u3044\u3066\u3001DX\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u306e\u8996\u70b9\u304b\u3089\u8a73\u3057\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E3%81%A8%E3%81%AF%EF%BC%9F%E3%80%80%E9%A1%A7%E5%AE%A2%E9%96%A2%E4%BF%82%E7%AE%A1%E7%90%86%E3%81%AE%E5%9F%BA%E6%9C%AC%E7%9A%84%E3%81%AA%E8%80%83%E3%81%88%E6%96%B9\"><\/span>CRM\u3068\u306f\uff1f\u3000\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306e\u57fa\u672c\u7684\u306a\u8003\u3048\u65b9<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>CRM\u3068\u306f\u300cCustomer Relationship Management\u300d\u306e\u7565\u3067\u3001\u65e5\u672c\u8a9e\u3067\u306f\u300c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u300d\u3092\u610f\u5473\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p>\u5358\u306b\u9867\u5ba2\u306e\u57fa\u672c\u60c5\u5831\u3092\u8a18\u9332\u30fb\u7ba1\u7406\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u5546\u8ac7\u5c65\u6b74\u3084\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74\u3001\u8cfc\u5165\u50be\u5411\u3001\u5bfe\u5fdc\u5c65\u6b74\u306a\u3069\u3001<br>\u9867\u5ba2\u3068\u306e\u3042\u3089\u3086\u308b\u63a5\u70b9\u60c5\u5831\u3092\u7d71\u5408\u7684\u306b\u7ba1\u7406\u3059\u308b\u4ed5\u7d44\u307f\u3067\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u3053\u306e\u4e00\u5143\u7684\u306a\u60c5\u5831\u7ba1\u7406\u306b\u3088\u308a\u3001\u9867\u5ba2\u7406\u89e3\u304c\u6df1\u307e\u308a\u3001\u4f01\u696d\u306f\u500b\u5225\u30cb\u30fc\u30ba\u306b\u5fdc\u3058\u305f\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p>\u3053\u308c\u307e\u3067\u306e\u3088\u3046\u306a\u5c5e\u4eba\u7684\u306a\u5bfe\u5fdc\u3084\u90e8\u9580\u3054\u3068\u306b\u60c5\u5831\u304c\u5206\u6563\u3055\u308c\u305f\u72b6\u614b\u3067\u306f\u3001<br>\u9867\u5ba2\u6e80\u8db3\u306e\u5411\u4e0a\u306f\u96e3\u3057\u304f\u3001\u55b6\u696d\u6a5f\u4f1a\u306e\u640d\u5931\u3084\u696d\u52d9\u306e\u975e\u52b9\u7387\u5316\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u6628\u4eca\u3001\u5e02\u5834\u74b0\u5883\u306e\u5909\u5316\u306b\u4f34\u3063\u3066\u9867\u5ba2\u306e\u4fa1\u5024\u89b3\u3084\u884c\u52d5\u306f\u591a\u69d8\u5316\u3057\u3066\u304a\u308a\u3001<br>\u300cOne to One\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u300d\u304c\u6c42\u3081\u3089\u308c\u308b\u6642\u4ee3\u306b\u7a81\u5165\u3057\u3066\u3044\u308b\u4e2d\u3001<br>\u4f01\u696d\u304c\u7d99\u7d9a\u7684\u306b\u9867\u5ba2\u3068\u95a2\u4fc2\u6027\u3092\u7bc9\u304f\u3053\u3068\u306f<strong>\u6700\u9069\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306e\u57fa\u76e4<\/strong>\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E5%B0%8E%E5%85%A5%E3%81%AE%E7%9B%AE%E7%9A%84%E3%81%A8%E7%8F%BE%E4%BB%A3%E4%BC%81%E6%A5%AD%E3%81%A7%E3%81%AE%E5%BD%B9%E5%89%B2\"><\/span>CRM\u5c0e\u5165\u306e\u76ee\u7684\u3068\u73fe\u4ee3\u4f01\u696d\u3067\u306e\u5f79\u5272<span 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class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u73fe\u4ee3\u3067\u306f\u5e02\u5834\u5909\u5316\u306e\u30b9\u30d4\u30fc\u30c9\u304c\u901f\u307e\u308a\u3001\u9867\u5ba2\u30cb\u30fc\u30ba\u306e\u591a\u69d8\u5316\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002<br>\u5f93\u6765\u306e\u30de\u30b9\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u624b\u6cd5\u3067\u306f\u9650\u754c\u304c\u3042\u308a\u3001\u500b\u5225\u5bfe\u5fdc\u3092\u53ef\u80fd\u306b\u3059\u308bCRM\u306e\u91cd\u8981\u6027\u304c\u5897\u3057\u3066\u3044\u307e\u3059\u3002\u3000\u3000<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p>\u307e\u305f\u3001\u65b0\u898f\u9867\u5ba2\u306e\u7372\u5f97\u306b\u304b\u304b\u308b\u30b3\u30b9\u30c8\u304c\u4e0a\u6607\u50be\u5411\u306b\u3042\u308b\u4e2d\u3001<br>\u65e2\u5b58\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u6027\u3092\u6df1\u3081\u308b\u3053\u3068\u304cLTV\uff08\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff09\u306e\u6700\u5927\u5316\u306b\u76f4\u7d50\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>CRM\u3092\u901a\u3058\u3066\u5f97\u3089\u308c\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u306f\u3001\u55b6\u696d\u30a2\u30d7\u30ed\u30fc\u30c1\u306e\u6700\u9069\u5316\u3001\u96e2\u53cd\u9632\u6b62\u306e\u5146\u5019\u628a\u63e1\u3001<br>\u30ea\u30d4\u30fc\u30c8\u65bd\u7b56\u306e\u5f37\u5316\u306a\u3069\u306b\u6d3b\u7528\u3055\u308c\u308b\u307b\u304b\u3001\u60c5\u5831\u3092\u793e\u5185\u3067\u5171\u6709\u3059\u308b\u3053\u3068\u3067\u3001<br>\u5c5e\u4eba\u5316\u306e\u6392\u9664\u3084\u5bfe\u5fdc\u54c1\u8cea\u306e\u5411\u4e0a\u306b\u3082\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p>CRM\u306f\u5358\u306a\u308b\u30c4\u30fc\u30eb\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u4e2d\u5fc3\u306e\u7d4c\u55b6\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306e\u6226\u7565\u7684\u306a\u6295\u8cc7\u5bfe\u8c61\u3067\u3042\u308b\u3068\u8a00\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E3%83%BBSFA%E3%83%BBMA%E3%81%AE%E9%81%95%E3%81%84%E3%81%A8%E9%80%A3%E6%90%BA%E3%81%AE%E9%87%8D%E8%A6%81%E6%80%A7\"><\/span>CRM\u30fbSFA\u30fbMA\u306e\u9055\u3044\u3068\u9023\u643a\u306e\u91cd\u8981\u6027<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>CRM\u3068\u6df7\u540c\u3055\u308c\u3084\u3059\u3044\u30c4\u30fc\u30eb\u3068\u3057\u3066\u3001<br><strong>SFA<\/strong>\uff08\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3084<strong>MA<\/strong>\uff08\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff09\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p>SFA\u306f\u55b6\u696d\u6d3b\u52d5\u306e\u52b9\u7387\u5316\u3092\u76ee\u7684\u3068\u3057\u3001\u5546\u8ac7\u306e\u9032\u6357\u7ba1\u7406\u3084\u55b6\u696d\u5c65\u6b74\u306e\u8a18\u9332\u306a\u3069\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u4e00\u65b9\u3001MA\u306f\u898b\u8fbc\u307f\u9867\u5ba2\u306e\u7372\u5f97\u30fb\u80b2\u6210\u3092\u81ea\u52d5\u5316\u3059\u308b\u3082\u306e\u3067\u3001<br>\u30e1\u30fc\u30eb\u914d\u4fe1\u3084\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001\u30bb\u30fc\u30eb\u30b9\u90e8\u9580\u3078\u306e\u30ea\u30fc\u30c9\u9001\u5ba2\u306a\u3069\u304c\u4e3b\u306a\u6a5f\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u3053\u308c\u3089\u306b\u5bfe\u3057\u3066\u3001CRM\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u6027\u305d\u306e\u3082\u306e\u3092\u9577\u671f\u7684\u306b\u69cb\u7bc9\u30fb\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u57fa\u76e4\u3067\u3042\u308a\u3001<br>\u55b6\u696d\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u9650\u3089\u305a\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u3084\u30a2\u30d5\u30bf\u30fc\u30b5\u30fc\u30d3\u30b9\u90e8\u9580\u3068\u3082\u60c5\u5831\u3092\u5171\u6709\u3067\u304d\u308b\u70b9\u304c\u7279\u5fb4\u3067\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u5b9f\u52d9\u306b\u304a\u3044\u3066\u306fSFA\u3084MA\u3092CRM\u306b\u7d71\u5408\u30fb\u9023\u643a\u3059\u308b\u3053\u3068\u3067\u3001\u5404\u90e8\u9580\u306e\u696d\u52d9\u304c\u76f8\u4e92\u306b\u9023\u52d5\u3057\u3001<br>\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u9867\u5ba2\u5bfe\u5fdc\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u305f\u3068\u3048\u3070\u3001MA\u3067\u7372\u5f97\u3057\u305f\u30ea\u30fc\u30c9\u60c5\u5831\u3092SFA\u306b\u81ea\u52d5\u9023\u643a\u3057\u3001\u5546\u8ac7\u9032\u6357\u304cCRM\u306b\u8a18\u9332\u3055\u308c\u308b\u3068\u3044\u3063\u305f\u6d41\u308c\u3067\u3059\u3002<br>\u3053\u3046\u3057\u305f\u7d71\u5408\u7684\u306a\u6d3b\u7528\u306b\u3088\u308a\u3001\u7d44\u7e54\u5168\u4f53\u3067\u9867\u5ba2\u306e\u300c\u4eca\u300d\u3092\u628a\u63e1\u3067\u304d\u308b\u4f53\u5236\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E5%B0%8E%E5%85%A5%E3%81%AB%E3%82%88%E3%81%A3%E3%81%A6%E5%BE%97%E3%82%89%E3%82%8C%E3%82%8B5%E3%81%A4%E3%81%AE%E3%83%A1%E3%83%AA%E3%83%83%E3%83%88\"><\/span>CRM\u5c0e\u5165\u306b\u3088\u3063\u3066\u5f97\u3089\u308c\u308b5\u3064\u306e\u30e1\u30ea\u30c3\u30c8<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>CRM\u5c0e\u5165\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u4e0b\u8a18\u306e\u3088\u3046\u306a\u5b9f\u52d9\u7684\u30e1\u30ea\u30c3\u30c8\u3092\u4eab\u53d7\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-group is-style-vk-group-shadow\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<ol class=\"wp-block-list\">\n<li><strong>\u9867\u5ba2\u60c5\u5831\u306e\u4e00\u5143\u7ba1\u7406<\/strong>\u304c\u53ef\u80fd<br>\u3053\u308c\u307e\u3067\u5206\u6563\u3057\u3066\u3044\u305f\u60c5\u5831\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u8ab0\u3067\u3082\u5fc5\u8981\u306a\u60c5\u5831\u306b\u8fc5\u901f\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u3001\u793e\u5185\u9023\u643a\u304c\u5186\u6ed1\u306b\u306a\u308a\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a<\/strong><br>\u9867\u5ba2\u306e\u72b6\u6cc1\u3092\u628a\u63e1\u3057\u305f\u3046\u3048\u3067\u3001\u9069\u5207\u306a\u5bfe\u5fdc\u3084\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u306e\u63d0\u6848\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u4fe1\u983c\u95a2\u4fc2\u306e\u69cb\u7bc9\u304c\u4fc3\u9032\u3055\u308c\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u696d\u52d9\u306e\u52b9\u7387\u5316<\/strong>\u304c\u5b9f\u73fe<br>CRM\u4e0a\u3067\u306e\u30c7\u30fc\u30bf\u7ba1\u7406\u3084\u81ea\u52d5\u901a\u77e5\u3001\u30ec\u30dd\u30fc\u30c8\u51fa\u529b\u306a\u3069\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u306e\u624b\u9593\u3092\u524a\u6e1b\u3067\u304d\u3001\u751f\u7523\u6027\u306e\u5411\u4e0a\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u55b6\u696d\u6d3b\u52d5\u306e\u5f37\u5316<\/strong>\u304c\u53ef\u80fd<br>\u904e\u53bb\u306e\u55b6\u696d\u5c65\u6b74\u3084\u5546\u8ac7\u60c5\u5831\u3092\u3082\u3068\u306b\u3001\u6b21\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u304c\u660e\u78ba\u306b\u306a\u308a\u3001\u7d99\u7d9a\u7684\u306a\u30d5\u30a9\u30ed\u30fc\u3084\u5f15\u304d\u7d99\u304e\u304c\u30b9\u30e0\u30fc\u30ba\u306b\u884c\u3048\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u652f\u63f4\u3068\u30c7\u30fc\u30bf\u5206\u6790<\/strong><br>\u9867\u5ba2\u5c5e\u6027\u3084\u884c\u52d5\u5c65\u6b74\u306b\u57fa\u3065\u304f\u30bf\u30fc\u30b2\u30c6\u30a3\u30f3\u30b0\u3084\u5206\u6790\u306b\u3088\u308a\u3001\u3088\u308a\u7cbe\u5ea6\u306e\u9ad8\u3044\u65bd\u7b56\u3092\u6253\u3061\u51fa\u3059\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/li>\n<\/ol>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E5%B0%8E%E5%85%A5%E3%82%92%E6%88%90%E5%8A%9F%E3%81%95%E3%81%9B%E3%82%8B%E3%81%9F%E3%82%81%E3%81%AE%E6%BA%96%E5%82%99%E3%81%A8%E9%81%8B%E7%94%A8\"><\/span>CRM\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u6e96\u5099\u3068\u904b\u7528<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>CRM\u5c0e\u5165\u3092\u6210\u529f\u306b\u5c0e\u304f\u305f\u3081\u306b\u306f\u3001\u8a08\u753b\u6bb5\u968e\u304b\u3089\u904b\u7528\u5f8c\u307e\u3067\u4e00\u8cab\u3057\u305f\u6226\u7565\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p>\u307e\u305a\u306f\u300c<strong>\u5c0e\u5165\u76ee\u7684\u306e\u660e\u78ba\u5316<\/strong>\u300d\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u58f2\u4e0a\u62e1\u5927\u3001\u696d\u52d9\u52b9\u7387\u5316\u3001\u9867\u5ba2\u6e80\u8db3\u5411\u4e0a\u306a\u3069\u3001\u76ee\u7684\u3092\u5177\u4f53\u7684\u306b\u5b9a\u3081\u3001\u793e\u5185\u306e\u5171\u901a\u8a8d\u8b58\u3092\u91b8\u6210\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p>\u6b21\u306b\u300c<strong>\u73fe\u5834\u306e\u53c2\u52a0<\/strong>\u300d\u304c\u9375\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u5b9f\u969b\u306b\u30b7\u30b9\u30c6\u30e0\u3092\u5229\u7528\u3059\u308b\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u62c5\u5f53\u8005\u306e\u610f\u898b\u3092\u53d6\u308a\u5165\u308c\u3001<br>\u64cd\u4f5c\u6027\u3084\u73fe\u5834\u9069\u5408\u6027\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<br>\u30c8\u30e9\u30a4\u30a2\u30eb\u5c0e\u5165\u3084\u30c7\u30e2\u74b0\u5883\u306e\u6d3b\u7528\u306f\u6709\u52b9\u306a\u624b\u6bb5\u3067\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p>\u307e\u305f\u3001\u300c<strong>\u30b9\u30e2\u30fc\u30eb\u30b9\u30bf\u30fc\u30c8<\/strong>\u300d\u3068\u300c<strong>\u62e1\u5f35\u6027\u306e\u78ba\u4fdd<\/strong>\u300d\u3082\u6210\u529f\u306b\u306f\u6b20\u304b\u305b\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div class=\"vk_block-margin-xs--margin-top\"><\/div><\/div>\n\n\n\n<p>\u521d\u671f\u6bb5\u968e\u3067\u306f\u4e3b\u8981\u6a5f\u80fd\u306b\u9650\u5b9a\u3057\u3001\u6bb5\u968e\u7684\u306b\u6d3b\u7528\u7bc4\u56f2\u3092\u5e83\u3052\u308b\u8a2d\u8a08\u304c\u671b\u307e\u3057\u304f\u3001<br>\u904b\u7528\u6bb5\u968e\u3067\u306f\u300c\u30c7\u30fc\u30bf\u5165\u529b\u30eb\u30fc\u30eb\u306e\u6574\u5099\u300d\u3068\u300c\u5b9a\u7740\u5316\u652f\u63f4\u300d\u304c\u91cd\u8981\u3067\u3059\u3002<br>\u5165\u529b\u306e\u5fb9\u5e95\u3084\u6559\u80b2\u3001\u5b9a\u671f\u7684\u306a\u6d3b\u7528\u72b6\u6cc1\u306e\u30c1\u30a7\u30c3\u30af\u3092\u884c\u3044\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top\"><div 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class=\"has-text-align-center\">\u300c<strong>Zoho\u3068\u4ed6\u30b5\u30fc\u30d3\u30b9\u306e\u9055\u3044<\/strong>\u3092\u8a73\u3057\u304f\u6559\u3048\u3066\u307b\u3057\u3044\u300d<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center\">\u300cZoho\u5c0e\u5165\u306b\u969b\u3057\u3066\u306e<strong>\u8cbb\u7528\u3084\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u611f<\/strong>\u3092\u805e\u304d\u305f\u3044\u300d<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center\">\u300c\u4ed6\u793e\u304c\u3069\u306e\u3088\u3046\u306bZoho\u3092\u6d3b\u7528\u3057\u3066\u3044\u308b\u306e\u304b<strong>\u5177\u4f53\u7684\u306a\u4e8b\u4f8b<\/strong>\u3092\u77e5\u308a\u305f\u3044\u300d<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p 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