{"id":8137,"date":"2025-06-30T13:13:47","date_gmt":"2025-06-30T04:13:47","guid":{"rendered":"https:\/\/dx.funaisoken.co.jp\/zoho\/?post_type=column&#038;p=8137"},"modified":"2025-07-01T11:25:52","modified_gmt":"2025-07-01T02:25:52","slug":"crm-import-guide","status":"publish","type":"column","link":"https:\/\/dx.funaisoken.co.jp\/zoho\/column\/crm-import-guide\/","title":{"rendered":"\u9867\u5ba2\u7372\u5f97\u304b\u3089\u58f2\u4e0aUP\u307e\u3067\uff01CRM\u5c0e\u5165\u3067\u696d\u52d9\u52b9\u7387\u5316\u3092\u53f6\u3048\u308b\u5b8c\u5168\u30ac\u30a4\u30c9"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote has-vivid-purple-color has-text-color has-link-color wp-elements-254f77c02129805d57709dac2bf8f713 is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"has-text-align-left vk_block-margin-sm--margin-bottom\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-purple-color\">\u3053\u306e\u30b3\u30e9\u30e0\u3067\u306f\u3001<\/mark><\/p>\n\n\n\n<p class=\"has-text-align-center vk_block-margin-sm--margin-bottom\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-purple-color\">CRM\u306e\u57fa\u672c\u304b\u3089\u5c0e\u5165\u30e1\u30ea\u30c3\u30c8\u3001\u6210\u529f\u4e8b\u4f8b\u3001\u9078\u3073\u65b9\u307e\u3067\u3001<\/mark><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center vk_block-margin-sm--margin-bottom\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-purple-color\"><strong>\u4e2d\u5c0f\u4f01\u696d\u304c\u7af6\u4e89\u529b\u3092\u9ad8\u3081\u308b\u305f\u3081\u306e\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406<\/strong><\/mark><\/p>\n\n\n\n<p class=\"has-text-align-right vk_block-margin-sm--margin-bottom\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-purple-color\">\u3092\u5fb9\u5e95\u89e3\u8aac\u3057\u307e\u3059\uff01<\/mark><\/p>\n<\/blockquote>\n\n\n\n<div class=\"wp-block-vk-blocks-spacer vk_spacer vk_spacer-type-margin-top vk_block-margin-md--margin-bottom\"><div class=\"vk_block-margin-md--margin-top\"><\/div><\/div>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">\u8fd1\u5e74\u3001DX\u63a8\u9032\u306e\u91cd\u8981\u6027\u304c\u9ad8\u307e\u308b\u4e2d\u3001\u591a\u304f\u306e\u4f01\u696d\u304cCRM\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\u306b\u6ce8\u76ee\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">CRM\u306f\u3001\u5358\u306a\u308b\u9867\u5ba2\u60c5\u5831\u306e\u7ba1\u7406\u30c4\u30fc\u30eb\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u3068\u306e\u9577\u671f\u7684\u306a\u4fe1\u983c\u95a2\u4fc2\u3092\u6df1\u3081\u3001\u4f01\u696d\u306e\u6210\u9577\u3092\u652f\u3048\u308b\u91cd\u8981\u306a\u7d4c\u55b6\u6226\u7565\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">\u672c\u30ac\u30a4\u30c9\u3067\u306f\u3001CRM\u306e\u57fa\u672c\u7684\u306a\u6982\u5ff5\u304b\u3089\u3001SFA\u3084MA\u3068\u306e\u9055\u3044\u3001\u7d4c\u55b6\u3068\u73fe\u5834\u53cc\u65b9\u306b\u3082\u305f\u3089\u3059\u5177\u4f53\u7684\u306a\u30e1\u30ea\u30c3\u30c8\u3001\u305d\u3057\u3066\u6210\u529f\u4e8b\u4f8b \u3092\u4ea4\u3048\u306a\u304c\u3089\u3001\u4e2d\u5c0f\u4f01\u696d\u304cCRM\u3092\u52b9\u679c\u7684\u306b\u5c0e\u5165\u3057\u3001\u58f2\u4e0a\u5411\u4e0a\u3068\u696d\u52d9\u52b9\u7387\u5316\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306e\u30dd\u30a4\u30f3\u30c8\u3092\u8a73\u3057\u304f\u89e3\u8aac\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-purple-color\">\u8239\u4e95\u7dcf\u5408\u7814\u7a76\u6240\u306f\u3001\u304a\u5ba2\u69d8\u306e\u6301\u7d9a\u7684\u306a\u6210\u9577\u3092\u652f\u63f4\u3059\u308b\u305f\u3081\u3001CRM\u30ab\u30f3\u30d1\u30cb\u30fc\u306e\u5b9f\u73fe\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u3002<\/mark><\/strong><\/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<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter 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 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/dx.funaisoken.co.jp\/zoho\/column\/crm-import-guide\/#CRM%E3%81%A8%E3%81%AF%EF%BC%9F%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%E3%81%A8DX%E6%8E%A8%E9%80%B2%E3%81%AB%E3%81%8A%E3%81%91%E3%82%8B%E9%87%8D%E8%A6%81%E6%80%A7\" >CRM\u3068\u306f\uff1f\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306e\u57fa\u672c\u3068DX\u63a8\u9032\u306b\u304a\u3051\u308b\u91cd\u8981\u6027<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/dx.funaisoken.co.jp\/zoho\/column\/crm-import-guide\/#CRM%E5%B0%8E%E5%85%A5%E3%81%8C%E3%82%82%E3%81%9F%E3%82%89%E3%81%99%E7%B5%8C%E5%96%B6%E3%83%BB%E7%8F%BE%E5%A0%B4%E5%8F%8C%E6%96%B9%E3%81%AE%E3%83%A1%E3%83%AA%E3%83%83%E3%83%88\" >CRM\u5c0e\u5165\u304c\u3082\u305f\u3089\u3059\u7d4c\u55b6\u30fb\u73fe\u5834\u53cc\u65b9\u306e\u30e1\u30ea\u30c3\u30c8<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/dx.funaisoken.co.jp\/zoho\/column\/crm-import-guide\/#CRM%E3%80%81SFA%E3%80%81MA%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\" >CRM\u3001SFA\u3001MA\u306e\u9055\u3044\u3068\u9023\u643a\u306e\u91cd\u8981\u6027<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/dx.funaisoken.co.jp\/zoho\/column\/crm-import-guide\/#%E6%88%90%E6%9E%9C%E3%82%92%E5%87%BA%E3%81%99CRM%E3%82%AB%E3%83%B3%E3%83%91%E3%83%8B%E3%83%BC%E3%81%AE%E6%88%90%E5%8A%9F%E4%BA%8B%E4%BE%8B%E3%81%A8%E5%B0%8E%E5%85%A5%E3%81%AE%E3%83%9D%E3%82%A4%E3%83%B3%E3%83%88\" >\u6210\u679c\u3092\u51fa\u3059CRM\u30ab\u30f3\u30d1\u30cb\u30fc\u306e\u6210\u529f\u4e8b\u4f8b\u3068\u5c0e\u5165\u306e\u30dd\u30a4\u30f3\u30c8<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/dx.funaisoken.co.jp\/zoho\/column\/crm-import-guide\/#%E4%B8%AD%E5%B0%8F%E4%BC%81%E6%A5%AD%E3%81%8C%E9%81%B8%E3%81%B6%E3%81%B9%E3%81%8DCRM%E3%83%84%E3%83%BC%E3%83%AB%E3%81%A8%E6%9C%AA%E6%9D%A5%E3%81%AE%E5%B1%95%E6%9C%9B\" >\u4e2d\u5c0f\u4f01\u696d\u304c\u9078\u3076\u3079\u304dCRM\u30c4\u30fc\u30eb\u3068\u672a\u6765\u306e\u5c55\u671b<\/a><\/li><\/ul><\/nav><\/div>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E3%81%A8%E3%81%AF%EF%BC%9F%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%E3%81%A8DX%E6%8E%A8%E9%80%B2%E3%81%AB%E3%81%8A%E3%81%91%E3%82%8B%E9%87%8D%E8%A6%81%E6%80%A7\"><\/span><strong>CRM\u3068\u306f\uff1f\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306e\u57fa\u672c\u3068DX\u63a8\u9032\u306b\u304a\u3051\u308b\u91cd\u8981\u6027<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">CRM\u3068\u306f\u3001<strong>\u300cCustomer Relationship 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class=\"vk_block-margin-sm--margin-bottom\">\u4e00\u65b9\u3067\u3001\u65e5\u672c\u3067\u306fCRM\u5c0e\u5165\u306e\u73fe\u72b6\u3068\u8ab2\u984c\u3068\u3057\u3066\u3001CRM\u5c0e\u5165\u304c\u8af8\u5916\u56fd\u3068\u6bd4\u3079\u3066\u4f4e\u3044\u50be\u5411\u306b\u3042\u308a\u307e\u3059\u3002\u4e2d\u5c0f\u4f01\u696d\u5e81\u306e\u8abf\u67fb\u3067\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3084SFA\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3057\u3066\u3044\u308b\u4f01\u696d\u306f\u5168\u4f53\u306e\u7d044\u5272\u306b\u3068\u3069\u307e\u308a\u3001\u7d044\u5272\u306e\u4f01\u696d\u304c\u5c0e\u5165\u4e88\u5b9a\u306f\u306a\u3044\u3068\u56de\u7b54\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">\u65e5\u672c\u3067CRM\u5c0e\u5165\u304c\u9032\u307e\u306a\u3044\u4e3b\u306a\u7406\u7531\u3068\u3057\u3066\u306f\u3001\u4ee5\u4e0b\u306e3\u70b9\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list 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has-black-color\">\u30a8\u30af\u30bb\u30eb\u3084\u65e7\u6765\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u4f9d\u5b58<\/mark><\/strong><br>\u30a8\u30af\u30bb\u30eb\u306f\u624b\u8efd\u306b\u5229\u7528\u3067\u304d\u308b\u4e00\u65b9\u3067\u3001\u300c\u30b7\u30fc\u30c8\u306e\u91cd\u8907\u300d\u300c\u60c5\u5831\u306e\u6563\u5728\u300d\u300c\u5206\u6790\u30fb\u7ba1\u7406\u306e\u9650\u754c\u300d\u3068\u3044\u3063\u305f\u8ab2\u984c\u3092\u62b1\u3048\u3084\u3059\u304f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5fc5\u8981\u6027\u3092\u5b9f\u611f\u3057\u306b\u304f\u3044\u3068\u3044\u3046\u5074\u9762\u304c\u3042\u308a\u307e\u3059\u3002<\/li>\n\n\n\n<li class=\"vk_block-margin-sm--margin-bottom\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-black-color\"><strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3078\u306e\u4e0d\u5b89\u3068\u8aa4\u89e3<\/strong><\/mark><br>\u30af\u30e9\u30a6\u30c9\u578bCRM\u306b\u5bfe\u3057\u3066\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u61f8\u5ff5\u3092\u6301\u3064\u4f01\u696d\u3082\u3042\u308a\u307e\u3059\u304c\u3001\u5b9f\u969b\u306b\u306f\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306f\u5c02\u9580\u30c1\u30fc\u30e0\u306b\u3088\u3063\u3066\u81ea\u793e\u7ba1\u7406\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u5f37\u56fa\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u304c\u8b1b\u3058\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/li>\n<\/ol>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">\u3057\u304b\u3057\u3001\u65e5\u672c\u306e\u4e2d\u5c0f\u4f01\u696d\u306f\u300c\u4eba\u624b\u4e0d\u8db3\u300d\u300c\u50cd\u304d\u65b9\u6539\u9769\u3078\u306e\u5bfe\u5fdc\u300d\u300c\u6fc0\u5316\u3059\u308b\u7af6\u4e89\u300d\u3068\u3044\u3063\u305f\u5171\u901a\u306e\u60a9\u307f\u306b\u76f4\u9762\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u306e\u8ab2\u984c\u89e3\u6c7a\u306b\u306fDX\uff08\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\uff09\u696d\u52d9\u52b9\u7387\u5316\u3068\u9867\u5ba2\u7372\u5f97\u3092\u540c\u6642\u306b\u63a8\u9032\u3067\u304d\u308b\u3001\u4e2d\u5c0f\u4f01\u696d\u306b\u3068\u3063\u3066\u55ab\u7dca\u306e\u8ab2\u984c\u89e3\u6c7a\u7b56\u3068\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<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E5%B0%8E%E5%85%A5%E3%81%8C%E3%82%82%E3%81%9F%E3%82%89%E3%81%99%E7%B5%8C%E5%96%B6%E3%83%BB%E7%8F%BE%E5%A0%B4%E5%8F%8C%E6%96%B9%E3%81%AE%E3%83%A1%E3%83%AA%E3%83%83%E3%83%88\"><\/span><strong>CRM\u5c0e\u5165\u304c\u3082\u305f\u3089\u3059\u7d4c\u55b6\u30fb\u73fe\u5834\u53cc\u65b9\u306e\u30e1\u30ea\u30c3\u30c8<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"vk_block-margin-md--margin-bottom\">CRM\u5c0e\u5165\u306f\u3001<span data-color=\"#9b51e0\" style=\"background: linear-gradient(transparent 60%,rgba(155, 81, 224, 0.7) 0);\" class=\"vk_highlighter\">\u7d4c\u55b6\u5c64\u3068\u73fe\u5834\u53cc\u65b9<\/span>\u306b\u5927\u304d\u306a\u30e1\u30ea\u30c3\u30c8\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<ul style=\"font-size:19px\" class=\"wp-block-list no-listimage is-style-vk-triangle-mark vk_list_2\">\n<li><strong>\u7d4c\u55b6\u8996\u70b9\u306e\u30e1\u30ea\u30c3\u30c8<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">CRM\u306b\u84c4\u7a4d\u3055\u308c\u305f\u9867\u5ba2\u60c5\u5831\u3084\u55b6\u696d\u6d3b\u52d5\u30c7\u30fc\u30bf\u304c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u53ef\u8996\u5316\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u5ba2\u89b3\u7684\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u7684\u78ba\u306a\u7d4c\u55b6\u5224\u65ad\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u5c64\u3084\u6210\u9577\u5546\u54c1\u306a\u3069\u3092\u628a\u63e1\u3057\u3001\u30ea\u30bd\u30fc\u30b9\u914d\u5206\u6700\u9069\u5316\u3084\u8fc5\u901f\u306a\u6226\u7565\u4fee\u6b63\u304c\u884c\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">\u65b0\u898f\u9867\u5ba2\u7372\u5f97\u30b3\u30b9\u30c8\u304c\u65e2\u5b58\u9867\u5ba2\u7dad\u6301\u30b3\u30b9\u30c8\u306e5\u500d\u3068\u8a00\u308f\u308c\u308b\u4e2d\u3067\u3001CRM\u306f\u9867\u5ba2\u306e\u8cfc\u8cb7\u5c65\u6b74\u3084\u55dc\u597d\u3092\u628a\u63e1\u3057\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff08LTV\uff1aLife Time Value\uff09\u306e\u6700\u5927\u5316\u306b\u8ca2\u732e\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-md--margin-bottom\">\u3053\u308c\u306f\u5b89\u5b9a\u7684\u306a\u53ce\u76ca\u57fa\u76e4\u69cb\u7bc9\u3068\u4f01\u696d\u7af6\u4e89\u529b\u5f37\u5316\u306b\u7e4b\u304c\u308a\u3001\u6301\u7d9a\u7684\u306a\u6210\u9577\u3092\u52a0\u901f\u3055\u305b\u307e\u3059\u3002<\/p>\n\n\n\n<ul style=\"font-size:19px\" class=\"wp-block-list no-listimage is-style-vk-triangle-mark has-black-color has-text-color has-link-color wp-elements-9ebe41d003fd7daa58b713e112009080 vk_list_3\">\n<li><strong>\u73fe\u5834\u8996\u70b9\u306e\u30e1\u30ea\u30c3\u30c8<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">&nbsp;\u55b6\u696d\u73fe\u5834\u3067\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3084\u5546\u8ac7\u5c65\u6b74\u3001\u9032\u6357\u72b6\u6cc1\u304c\u4e00\u5143\u7ba1\u7406\u3055\u308c\u3001\u60c5\u5831\u5171\u6709\u304c\u98db\u8e8d\u7684\u306b\u30b9\u30e0\u30fc\u30ba\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5bfe\u5fdc\u6f0f\u308c\u3084\u5931\u6ce8\u30ea\u30b9\u30af\u3092\u6e1b\u3089\u3057\u3001\u55b6\u696d\u6d3b\u52d5\u5168\u4f53\u306e\u7cbe\u5ea6\u304c\u5411\u4e0a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">CRM\u30c7\u30fc\u30bf\u5206\u6790\u306b\u3088\u308a\u3001\u9867\u5ba2\u30cb\u30fc\u30ba\u3084\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u3092\u6df1\u304f\u7406\u89e3\u3057\u3001\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u7684\u78ba\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u63d0\u6848\u306e\u8cea\u5411\u4e0a\u3068\u6210\u7d04\u7387\u30a2\u30c3\u30d7\u306b\u7e4b\u304c\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">\u307e\u305f\u3001\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74\u306e\u4e00\u5143\u7ba1\u7406\u3067\u4e00\u8cab\u6027\u3042\u308b\u30b5\u30dd\u30fc\u30c8\u63d0\u4f9b\u304c\u53ef\u80fd\u3068\u306a\u308a\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u5411\u4e0a\u306b\u8ca2\u732e\u3057\u307e\u3059\u3002\u65e5\u5831\u4f5c\u6210\u306a\u3069\u306e\u5831\u544a\u696d\u52d9\u3082\u52b9\u7387\u5316\u3055\u308c\u3001\u55b6\u696d\u62c5\u5f53\u8005\u306f\u9867\u5ba2\u5bfe\u5fdc\u306b\u96c6\u4e2d\u3067\u304d\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<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E3%80%81SFA%E3%80%81MA%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><strong>CRM\u3001SFA\u3001MA\u306e\u9055\u3044\u3068\u9023\u643a\u306e\u91cd\u8981\u6027<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\">CRM\u3068\u95a2\u9023\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u3068\u3057\u3066\u3001SFA\uff08Sales Force Automation\uff1a\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3084MA\uff08\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff09\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u9867\u5ba2\u60c5\u5831\u3092\u53d6\u308a\u6271\u3046\u30b7\u30b9\u30c6\u30e0\u3067\u3059\u304c\u3001\u76ee\u7684\u3084\u6a5f\u80fd\u304c\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-purple-color\">CRM<\/mark><\/strong>\u306f\u3001\u9867\u5ba2\u306e\u57fa\u672c\u60c5\u5831\u3001\u5c5e\u6027\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u306a\u3069\u3001\u9867\u5ba2\u306b\u95a2\u9023\u3059\u308b\u60c5\u5831\u3092\u8a18\u9332\u3059\u308b\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3067\u3059\u3002\u9867\u5ba2\u60c5\u5831\u3092\u4e00\u5143\u7ba1\u7406\u3057\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u3084\u9867\u5ba2\u7dad\u6301\u306b\u6d3b\u7528\u3057\u307e\u3059\u3002\u8239\u4e95\u7dcf\u5408\u7814\u7a76\u6240\u3067\u306f\u3001CRM\u3092\u300c\u9867\u5ba2\u3068\u306e\u9577\u671f\u7684\u306a\u95a2\u4fc2\u69cb\u7bc9\u3092\u91cd\u8996\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300d\u3068\u5b9a\u7fa9\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-purple-color\">SFA<\/mark><\/strong>\u306f\u3001\u55b6\u696d\u6d3b\u52d5\u3092\u53ef\u8996\u5316\u30fb\u52b9\u7387\u5316\u3059\u308b\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3067\u3059\u3002\u5546\u8ac7\u9032\u6357\u7ba1\u7406\u3084\u898b\u7a4d\u66f8\u4f5c\u6210\u306a\u3069\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u30fb\u52b9\u7387\u5316\u3057\u307e\u3059\u3002SFA\u306f\u898b\u8fbc\u307f\u5ba2\u3084\u5546\u8ac7\u4e2d\u306e\u9867\u5ba2\u60c5\u5831\u304c\u4e2d\u5fc3\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"vk_block-margin-sm--margin-bottom\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-purple-color\">MA<\/mark><\/strong>\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306e\u81ea\u52d5\u5316\u30fb\u52b9\u7387\u5316\u3092\u884c\u3046\u30b7\u30b9\u30c6\u30e0\u3067\u3059\u3002\u9867\u5ba2\u306e\u8cfc\u8cb7\u5c65\u6b74\u3084\u884c\u52d5\u5c65\u6b74\u306b\u57fa\u3065\u3044\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u65bd\u7b56\u3084\u3001\u30b7\u30ca\u30ea\u30aa\u306b\u57fa\u3065\u3044\u305f\u30e1\u30fc\u30eb\u914d\u4fe1\u3092\u81ea\u52d5\u3067\u884c\u3044\u307e\u3059\u3002\u65b0\u898f\u9867\u5ba2\u7372\u5f97\u306b\u306fMA\u5c0e\u5165\u30fb\u6d3b\u7528\u304c\u91cd\u8981\u3067\u3059\u3002 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