{"id":422,"date":"2017-12-27T10:00:00","date_gmt":"2017-12-27T01:00:00","guid":{"rendered":"https:\/\/dtdrz8mlqwp80.cloudfront.net\/article\/2017\/12\/27\/239\/"},"modified":"2025-10-31T12:34:09","modified_gmt":"2025-10-31T03:34:09","slug":"239","status":"publish","type":"post","link":"https:\/\/www.spiral-platform.co.jp\/article\/member\/239\/","title":{"rendered":"\u9867\u5ba2\u7ba1\u7406\u3068\u306f\uff1f\u610f\u5473\u30fb\u76ee\u7684\u30fb\u9032\u3081\u65b9\u3068CRM\u306b\u3064\u3044\u3066\u3084\u3055\u3057\u304f\u89e3\u8aac\uff01"},"content":{"rendered":"\n<p><a 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https:\/\/www.spiral-platform.co.jp\/article\/wp-content\/uploads\/sites\/3\/2025\/10\/pixta_93873527_M.jpg 2000w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" 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https:\/\/www.spiral-platform.co.jp\/article\/wp-content\/uploads\/sites\/3\/2025\/10\/pixta_97448657_M.jpg 2000w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>\u3053\u3053\u3067\u306f\u9867\u5ba2\u7ba1\u7406\u3092\u884c\u3046\u3053\u3068\u3067\u5f97\u3089\u308c\u308b\u30e1\u30ea\u30c3\u30c8\u30923\u3064\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 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class=\"wp-block-heading\">2\uff0e\u9867\u5ba2\u306b\u5408\u3063\u305f\u63d0\u6848\u3092\u884c\u3044\u3084\u3059\u304f\u306a\u308b<\/h3>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u9867\u5ba2\u306f\u300c\u3069\u306e\u5546\u6750\u306b\u95a2\u5fc3\u304c\u3042\u308b\u304b\u300d\u300c\u9023\u7d61\u306b\u53cd\u5fdc\u3057\u3084\u3059\u3044\u6642\u671f\u306f\u3044\u3064\u304b\u300d\u306a\u3069\u3092\u628a\u63e1\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<br><br>\u307e\u305f\u3001\u62c5\u5f53\u8005\u306f\u8cea\u306e\u9ad8\u3044\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30a2\u30d7\u30ed\u30fc\u30c1\u5f8c\u306e\u53cd\u5fdc\u3092\u8a18\u9332\u3059\u308b\u3053\u3068\u3067\u6210\u679c\u306b\u3064\u306a\u304c\u308b\u52b9\u679c\u7684\u306a\u63d0\u6848\u3092\u8003\u3048\u308b\u3053\u3068\u3082\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3\uff0e\u9577\u3044\u304a\u4ed8\u304d\u5408\u3044\u3092\u7bc9\u304d\u3084\u3059\u3044<\/h3>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u904e\u53bb\u306e\u76f8\u8ac7\u3084\u30b5\u30dd\u30fc\u30c8\u306e\u7d4c\u7def\u3092\u8e0f\u307e\u3048\u305f\u9867\u5ba2\u30d5\u30a9\u30ed\u30fc\u304c\u884c\u3048\u308b\u3088\u3046\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u7d50\u679c\u3001\u5c0f\u3055\u306a\u914d\u616e\u306e\u7a4d\u307f\u91cd\u306d\u304c\u6e80\u8db3\u5ea6\u306b\u3064\u306a\u304c\u308a\u3001\u30b5\u30fc\u30d3\u30b9\u89e3\u7d04\u3084\u96e2\u53cd\u306e\u30ea\u30b9\u30af\u3092\u6291\u3048\u306a\u304c\u3089\u30b5\u30fc\u30d3\u30b9\u306e\u7d99\u7d9a\u5229\u7528\u3084\u8ffd\u52a0\u306e\u3054\u76f8\u8ac7\u3078\u7d50\u3073\u4ed8\u304d\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM\u3068\u306f<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"\/article\/wp-content\/uploads\/sites\/3\/2018\/12\/pixta_27210239_M.jpg\" alt=\"\" class=\"wp-image-231\"\/><\/figure>\n<\/div>\n\n\n<p>\u672c\u8a18\u4e8b\u306f\u524d\u534a\u3067\u9867\u5ba2\u7ba1\u7406\u306e\u57fa\u672c\u3092\u6574\u7406\u3057\u307e\u3057\u305f\u3002\u4ee5\u964d\u306e\u7ae0\u3067\u306f\u3001\u9867\u5ba2\u7ba1\u7406\u306e\u201c\u65b9\u6cd5\u201d\u306e\u4e00\u3064\u3067\u3042\u308bCRM\uff08Customer Relationship Management\uff09\u3092\u53d6\u308a\u4e0a\u3052\u3001\u8003\u3048\u65b9\u3084\u5c0e\u5165\u6642\u306e\u30dd\u30a4\u30f3\u30c8\u3092\u5206\u304b\u308a\u3084\u3059\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>CRM\uff08Customer Relationship Management\uff09\u3068\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u6027\u3092\u69cb\u7bc9\u3057\u3001\u7dad\u6301\u3057\u3001\u3055\u3089\u306b\u6df1\u3081\u308b\u305f\u3081\u306e\u7ba1\u7406\u3092\u884c\u3046\u55b6\u696d\u6d3b\u52d5\u3001\u304a\u3088\u3073\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u65b9\u6cd5\u3092\u6307\u3057\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p>\u65e5\u672c\u8a9e\u3067\u306f\u300c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u300d\u300c\u9867\u5ba2\u60c5\u5831\u7ba1\u7406\u300d\u3042\u308b\u3044\u306f\u300c\u9867\u5ba2\u7ba1\u7406\u300d\u3068\u8a33\u3055\u308c\u3066\u3044\u307e\u3059\u3002 CRM\u306f\u4f1d\u7d71\u7684\u306a\u624b\u6cd5\u3067\u3059\u3002\u5177\u4f53\u4f8b\u3092\u898b\u308c\u3070\u300c\u305d\u308c\u306a\u3089\u65e2\u306b\u3084\u3063\u3066\u3044\u308b\u300d\u3068\u3044\u3046\u65b9\u304c\u591a\u3044\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5546\u54c1\u8cfc\u5165\u304b\u3089\u6570\u65e5\u5f8c\u306b\u300c\u3054\u4e0d\u660e\u70b9\u306f\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u3078\u3054\u76f8\u8ac7\u304f\u3060\u3055\u3044\u300d\u3068<b>\u30d5\u30a9\u30ed\u30fc\u30e1\u30fc\u30eb<\/b>\u3092\u9001\u308b<\/li>\n\n\n\n<li>\uff13\u304b\u6708\u306b\uff11\u5ea6\u7f8e\u5bb9\u9662\u3092\u5229\u7528\u3059\u308b\u9867\u5ba2\u306b\u3001<b>\u6700\u7d42\u5229\u7528\u65e5\u304b\u3089\uff12\u304b\u6708\u5f8c\u306b\u6765\u5e97\u4fc3\u9032DM\u3092\u9001\u308b<\/b><\/li>\n\n\n\n<li>\u5546\u8ac7\u6642\u306b\u300c\u5229\u7528\u3057\u305f\u3044\u304c\u4eca\u5e74\u5ea6\u4e88\u7b97\u306f\u6b8b\u3063\u3066\u3044\u306a\u3044\u300d\u3068\u56de\u7b54\u3057\u305f\u53d6\u5f15\u5148\u306b\u3001<b>\u5e74\u5ea6\u672b\u306b\u30a2\u30dd\u30a4\u30f3\u30c8\u3092\u3068\u308b<\/b><\/li>\n<\/ul>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u9867\u5ba2\u30a2\u30d7\u30ed\u30fc\u30c1\u3082CRM\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3054\u304f\u5f53\u305f\u308a\u524d\u306e\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u304c\u3001\u3059\u308b\u30fb\u3057\u306a\u3044\u3067\u7d50\u679c\u306f\u5927\u304d\u304f\u5909\u308f\u308a\u307e\u3059\u3057\u3001\u9867\u5ba2\u306e\u8208\u5473\u3084\u9700\u8981\u306e\u5ea6\u5408\u3044\u3092\u628a\u63e1\u3057\u3001\u6700\u9069\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u30a2\u30d7\u30ed\u30fc\u30c1\u3059\u308b\u3053\u3068\u3067\u52b9\u679c\u306f\u3055\u3089\u306b\u9ad8\u307e\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u30cb\u30fc\u30ba\u304c\u9ad8\u307e\u3063\u305f\u6700\u9069\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u898b\u6975\u3081\u308b\u3053\u3068\u306f\u3001\u7c21\u5358\u306a\u3088\u3046\u3067\u96e3\u3057\u3044\u3082\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u305f\u3081\u3001<b>\u73fe\u5728\u306f\u9867\u5ba2\u60c5\u5831\u3092\u30c7\u30fc\u30bf\u5316\u3057\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u4ecb\u3057\u3066\u7ba1\u7406\u3059\u308b\u306e\u304c\u5e38\u8b58\u3067\u3059\u3002\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3092\u30c7\u30fc\u30bf\u3068\u3057\u3066\u84c4\u7a4d\u3059\u308c\u3070\u3001\u500b\u5225\u306e\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u7dad\u6301\u3060\u3051\u3067\u306a\u304f\u3001\u65b0\u898f\u9867\u5ba2\u7372\u5f97\u65bd\u7b56\u306e\u5206\u6790\u6750\u6599\u3068\u3057\u3066\u3082\u6d3b\u7528\u3067\u304d\u307e\u3059\u3002<\/b><\/p>\n\n\n\n<p>\u307e\u305f\u30b9\u30bf\u30c3\u30d5\u3078\u306e\u30ea\u30de\u30a4\u30f3\u30c9\u6a5f\u80fd\u3084\u81ea\u52d5\u5bfe\u5fdc\u6a5f\u80fd\u304c\u3042\u308c\u3070\u9867\u5ba2\u30cb\u30fc\u30ba\u304c\u9ad8\u307e\u3063\u305f\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u9003\u3059\u5fc3\u914d\u3082\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u3053\u3046\u3057\u305f\u80cc\u666f\u3082\u3042\u308a\u3001<b>\u73fe\u5728\u3067\u306fCRM\u3068\u3044\u3048\u3070\u300c\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u300d\u306e\u307f\u3067\u306f\u306a\u304f\u3001\u300c\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u6027\u3092\u30c7\u30fc\u30bf\u5316\u3057\u3066\u7ba1\u7406\u3057\u3001\u6d3b\u7528\u3059\u308b\u3053\u3068\u300d\u3092\u3001\u305d\u3057\u3066\u305d\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u6307\u3059\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/b><\/p>\n\n\n\n<p><a href=\"\/article\/member\/234\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"\u3010CRM\u30b7\u30b9\u30c6\u30e0\u3063\u3066\u306a\u306b\uff1f\u3011\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u5f97\u3089\u308c\u308b\u5f37\u307f\u3068\u306f (\u65b0\u3057\u3044\u30bf\u30d6\u3067\u958b\u304f)\">\u3010CRM\u30b7\u30b9\u30c6\u30e0\u3063\u3066\u306a\u306b\uff1f\u3011\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u5f97\u3089\u308c\u308b\u5f37\u307f\u3068\u306f<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\u306e\u30e1\u30ea\u30c3\u30c8\u3001\u30c7\u30e1\u30ea\u30c3\u30c8<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/article\/wp-content\/uploads\/sites\/3\/2018\/12\/pixta_28531356_M.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<p>CRM\u3092\u652f\u63f4\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308c\u3070\u3001\u52b9\u7387\u5316\u3001\u5229\u4fbf\u6027\u5411\u4e0a\u306a\u3069\u3055\u307e\u3056\u307e\u306a\u30e1\u30ea\u30c3\u30c8\u3092\u4eab\u53d7\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u60c5\u5831\u306e\u4e00\u5143\u7ba1\u7406\u3001\u5171\u6709<\/li>\n\n\n\n<li>\u9867\u5ba2\u72b6\u614b\u3068\u6700\u9069\u306a\u9867\u5ba2\u30a2\u30d7\u30ed\u30fc\u30c1\u30bf\u30a4\u30df\u30f3\u30b0\u306e\u628a\u63e1<\/li>\n\n\n\n<li>\u84c4\u7a4d\u30c7\u30fc\u30bf\u3092\u5206\u6790\u5bfe\u8c61\u3068\u3057\u3066\u6d3b\u7528<\/li>\n\n\n\n<li>\u696d\u52d9\u306e\u52b9\u7387\u5316\uff08\u3068\u304f\u306b\u6642\u9593\u77ed\u7e2e\u3001\u30d2\u30e5\u30fc\u30de\u30f3\u30a8\u30e9\u30fc\u6e1b\u5c11<\/li>\n<\/ul>\n\n\n\n<p>\u4e00\u65b9\u3001\u30c7\u30e1\u30ea\u30c3\u30c8\u3068\u3057\u3066\u306f\u3069\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u8003\u3048\u3089\u308c\u308b\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5c0e\u5165\u306e\u8cbb\u7528\u30b3\u30b9\u30c8<\/li>\n\n\n\n<li>\u30b7\u30b9\u30c6\u30e0\u7fd2\u719f\u307e\u3067\u306e\u6559\u80b2\u30b3\u30b9\u30c8<\/li>\n\n\n\n<li>\u60c5\u5831\u6f0f\u6d29\u3001\u30c7\u30fc\u30bf\u640d\u5931\u306e\u30ea\u30b9\u30af<\/li>\n\n\n\n<li>\u6a5f\u80fd\u8ffd\u52a0\u3084\u66f4\u65b0\u304c\u306a\u3044\u30b7\u30b9\u30c6\u30e0\u306e\u9673\u8150\u5316<\/li>\n<\/ul>\n\n\n\n<p><a href=\"\/article\/member\/237\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"\u60c5\u5831\u8cc7\u7523\u3068\u306f\u4f55\u304b\uff1f\u52b9\u7387\u7684\u306a\u6d3b\u7528\u65b9\u6cd5\u3068\u5fc5\u8981\u6027 (\u65b0\u3057\u3044\u30bf\u30d6\u3067\u958b\u304f)\">\u60c5\u5831\u8cc7\u7523\u3068\u306f\u4f55\u304b\uff1f\u52b9\u7387\u7684\u306a\u6d3b\u7528\u65b9\u6cd5\u3068\u5fc5\u8981\u6027<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30c7\u30e1\u30ea\u30c3\u30c8\u3092\u4f4e\u6e1b\u3059\u308bCRM\u30b7\u30b9\u30c6\u30e0\u306f<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/article\/wp-content\/uploads\/sites\/3\/2018\/12\/pixta_29867145_M-1.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<p><strong>\u30c7\u30e1\u30ea\u30c3\u30c8\u306e\u3046\u3061\u8cbb\u7528\u30b3\u30b9\u30c8\u3001\u60c5\u5831\u6f0f\u6d29\u30ea\u30b9\u30af\u306f\u91cd\u5927\u306a\u8ab2\u984c\u3067\u3042\u308a\u3001\u3059\u3067\u306b\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\u3057\u3066\u3044\u308b\u4f01\u696d\u3067\u3082\u518d\u691c\u8a0e\u3059\u3079\u304d\u8ab2\u984c\u3067\u3059\u3002<\/strong><strong>\u7d50\u8ad6\u304b\u3089\u8a00\u3046\u3068\u3001Excel\u3084Excel\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3088\u308a\u306f\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3092\u9078\u3076\u3079\u304d\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n<p>\u5148\u306b\u6319\u3052\u305f\u30c7\u30e1\u30ea\u30c3\u30c8\u3078\u306e\u5bfe\u7b56\u304b\u3089\u691c\u8a0e\u30dd\u30a4\u30f3\u30c8\u3092\u6319\u3052\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5c0e\u5165\u306e\u8cbb\u7528\u30b3\u30b9\u30c8<\/h3>\n\n\n\n<p>\u65b0\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306b\u30b3\u30b9\u30c8\u691c\u8a0e\u306f\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u521d\u3081\u3066\u306e\u5c0e\u5165\u3067\u3042\u308c\u3070\u300c\u3042\u307e\u308a\u591a\u6a5f\u80fd\u3001\u9ad8\u6a5f\u80fd\u3067\u3082\u6559\u80b2\u30b3\u30b9\u30c8\u304c\u304b\u3055\u3080\u3002\u6700\u4f4e\u9650\u306e\u6a5f\u80fd\u3067\u5c0e\u5165\u8cbb\u7528\u306f\u5b89\u3044\u3082\u306e\u3092\u300d\u3068\u8003\u3048\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u5c0e\u5165\u30b3\u30b9\u30c8\u3092\u7406\u7531\u306b\u3001CRM\u306e\u30c4\u30fc\u30eb\u3068\u3057\u3066Excel\u3092\u57fa\u306b\u793e\u5185\u958b\u767a\u3059\u308b\u3001\u3042\u308b\u3044\u306f\u7121\u6599\u306eExcel\u7528CRM\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3067\u5bfe\u5fdc\u3059\u308b\u4f01\u696d\u306f\u591a\u304f\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u305f\u3057\u304b\u306b\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u4f5c\u6210\u3084\u7d4c\u7406\u30c7\u30fc\u30bf\u3068\u306e\u9023\u643a\u306a\u3069\u306fExcel\u3067\u3082\u5145\u5206\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u3001<b>Excel\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3067\u306f\u6848\u4ef6\u7ba1\u7406\u3001\u3059\u306a\u308f\u3061\u9867\u5ba2\u60c5\u5831\u3092\u628a\u63e1\u3057\u3001\u5171\u6709\u3059\u308b\u6a5f\u80fd\u304c\u6b20\u3051\u3066\u3044\u307e\u3059\u3002<\/b><\/p>\n\n\n\n<p>\u300c\u9867\u5ba2\u306e\u72b6\u614b\u3092\u628a\u63e1\u3057\u3001\u6700\u9069\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u30a2\u30d7\u30ed\u30fc\u30c1\u3059\u308b\u300d\u3068\u3044\u3046CRM\u306e\u6700\u5927\u306e\u5f37\u307f\u306b\u3064\u306a\u304c\u308b\u6a5f\u80fd\u304c\u8db3\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u307e\u305f\u30b5\u30dd\u30fc\u30c8\u4e0d\u5728\u3067\u3042\u308a\u3001\u4e0d\u616e\u306e\u4e8b\u614b\u3067\u30c4\u30fc\u30eb\u304c\u6a5f\u80fd\u3057\u306a\u304f\u306a\u308b\u3068\u3001\u30c4\u30fc\u30eb\u306b\u983c\u3063\u3066\u3044\u305f\u5206\u3060\u3051\u696d\u52d9\u304c\u7acb\u3061\u884c\u304b\u306a\u304f\u306a\u308b\u30ea\u30b9\u30af\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>Excel\u3001Excel\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u4ee5\u5916\u3067\u6709\u671b\u306a\u9078\u629e\u80a2\u306b\u306f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u304c\u3042\u308a\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3067\u306f\u6848\u4ef6\u7ba1\u7406\u306f\u3082\u3061\u308d\u3093\u3001\u3072\u3068\u3068\u304a\u308a\u306eCRM\u6a5f\u80fd\u3092\u63c3\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>\u306a\u304a\u3001\u521d\u671f\u5c0e\u5165\u8cbb\u7528\u306f\u30bc\u30ed\u5186\u306e\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u304c\u591a\u3044\u305f\u3081\u3001\u521d\u671f\u5c0e\u5165\u30b3\u30b9\u30c8\u3067\u306f\u5224\u65ad\u305b\u305a\u3001\u6708\u984d\u3001\u3064\u307e\u308a\u30e9\u30f3\u30cb\u30f3\u30b0\u30b3\u30b9\u30c8\u3092\u78ba\u8a8d\u3057\u3001\u6a5f\u80fd\u306e\u5145\u5b9f\u5ea6\u5408\u3044\u3068\u4f75\u305b\u3066\u691c\u8a0e\u3057\u307e\u3057\u3087\u3046\u3002<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30b7\u30b9\u30c6\u30e0\u7fd2\u719f\u306e\u6559\u80b2\u30b3\u30b9\u30c8<\/h3>\n\n\n\n<p>\u5358\u7d14\u306b\u300c\u6163\u308c\u308b\u307e\u3067\u306e\u3042\u3044\u3060\u306e\u554f\u984c\u300d\u3068\u5272\u308a\u5207\u3063\u3066\u3088\u3044\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u300c\u8ab0\u3067\u3082\u4f7f\u3044\u6163\u308c\u305fExcel\u30d9\u30fc\u30b9\u306e\u307b\u3046\u304c\u6559\u3048\u308b\u624b\u9593\u306f\u307b\u307c\u30bc\u30ed\u3067\u6e08\u3080\u306e\u3067\u306f\u300d\u3068\u601d\u308f\u308c\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306f\u76f4\u611f\u7684\u306b\u7406\u89e3\u3057\u3084\u3059\u304f\u3001\u307e\u305f\u30b9\u30bf\u30c3\u30d5\u304c\u5916\u51fa\u5148\u3067\u30e2\u30d0\u30a4\u30eb\u7aef\u672b\u304b\u3089\u30c7\u30fc\u30bf\u3092\u5165\u529b\u3001\u3042\u308b\u3044\u306f\u95b2\u89a7\u3059\u308b\u5834\u5408\u306b\u3082\u5404\u6a5f\u80fd\u3092\u4f7f\u3044\u3053\u306a\u305b\u308b\u306e\u3067\u3001\u300c\u60c5\u5831\u3092\u4e00\u5143\u5316\u3057\u3066\u5373\u6642\u5171\u6709\u53ef\u80fd\u306b\u3059\u308b\u300d\u3068\u3044\u3046CRM\u306e\u76ee\u7684\u3092\u8003\u3048\u308c\u3070\u5411\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u60c5\u5831\u6f0f\u6d29\u3001\u30c7\u30fc\u30bf\u640d\u5931\u306e\u30ea\u30b9\u30af<\/h3>\n\n\n\n<p>Excel\u3067\u3082\u5171\u6709\u6a5f\u80fd\u3067\u540c\u6642\u8a18\u5165\u306f\u3067\u304d\u307e\u3059\u304c\u3001\u9006\u306b\u8a00\u3048\u3070\u300c\u8ab0\u304b\u304c\u30c7\u30fc\u30bf\u3092\u8aa4\u3063\u3066\u4e0a\u66f8\u304d\u3059\u308b\u300d\u3068\u3044\u3046\u5371\u967a\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u307e\u305f\u3001\u30b7\u30b9\u30c6\u30e0\u3068\u3044\u3063\u3066\u3082\u7d50\u5c40\u306f\u30d5\u30a1\u30a4\u30eb\u5358\u4f4d\u306e\u3082\u306e\u3067\u3059\u304b\u3089\u3001\u8aa4\u3063\u3066\u30d5\u30a1\u30a4\u30eb\u3092\u524a\u9664\u3059\u308b\u3001\u30cf\u30c3\u30ad\u30f3\u30b0\u3084\u30c7\u30fc\u30bf\u30b3\u30d4\u30fc\u306b\u3088\u308a\u60c5\u5831\u6f0f\u6d29\u3059\u308b\u306a\u3069\u306e\u30ea\u30b9\u30af\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3082\u3057\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6f0f\u6d29\u3057\u305f\u306a\u3089\u3070\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3082\u540c\u6642\u306b\u5931\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002 \u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3084\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u3078\u306e\u914d\u616e\u304c\u306a\u3055\u308c\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u306e\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6a5f\u80fd\u8ffd\u52a0\u3084\u66f4\u65b0\u304c\u306a\u3044\u30b7\u30b9\u30c6\u30e0\u306e\u9673\u8150\u5316<\/h3>\n\n\n\n<p>Excel\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u6a5f\u80fd\u8ffd\u52a0\u304c\u3081\u3063\u305f\u306b\u306a\u304f\u3001\u3082\u3057\u5225\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u5fc5\u8981\u6a5f\u80fd\u304c\u3042\u308b\u3068\u308f\u304b\u3063\u3066\u3082\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u624b\u9593\u3068\u3001\u518d\u3073\u30b9\u30bf\u30c3\u30d5\u3092\u65b0\u30b7\u30b9\u30c6\u30e0\u306b\u6163\u308c\u3055\u305b\u308b\u30b3\u30b9\u30c8\u3082\u767a\u751f\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3067\u3042\u308c\u3070\u3001\u6a5f\u80fd\u8ffd\u52a0\u3084\u30d0\u30fc\u30b8\u30e7\u30f3\u30a2\u30c3\u30d7\u306f\u30e6\u30fc\u30b6\u30fc\u30cb\u30fc\u30ba\u3092\u304f\u307f\u53d6\u3063\u3066\u968f\u6642\u884c\u308f\u308c\u3066\u3044\u307e\u3059\u3057\u3001\u4f7f\u3044\u7d9a\u3051\u308b\u9650\u308a\u306f\u30e9\u30f3\u30cb\u30f3\u30b0\u30b3\u30b9\u30c8\u3082\u5909\u308f\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p><a href=\"\/article\/member\/236\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3057\u3066\u52b9\u7387\u7684\u306a\u30bb\u30fc\u30eb\u30b9\u3078 (\u65b0\u3057\u3044\u30bf\u30d6\u3067\u958b\u304f)\">\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3057\u3066\u52b9\u7387\u7684\u306a\u30bb\u30fc\u30eb\u30b9\u3078<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM\u306e\u5c0e\u5165\u4e8b\u4f8b<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/article\/wp-content\/uploads\/sites\/3\/2018\/12\/pixta_28248666_M-1.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<p>CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3057\u305f\u4f01\u696d\u306f\u3069\u3093\u306a\u30e1\u30ea\u30c3\u30c8\u3092\u5f97\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u9867\u5ba2\u60c5\u5831\u7ba1\u7406\u6a5f\u80fd\u304c\u3042\u308a\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u3001\u62e1\u5f35\u6027\u306e\u9ad8\u3055\u3067\u5b9a\u8a55\u306e\u3042\u308b\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3001<a rel=\"noopener noreferrer\" href=\"\/service\/spiralv1\/\" target=\"_blank\">SPIRAL\u00ae<\/a>\uff08\u30b9\u30d1\u30a4\u30e9\u30eb\uff09\u3092\u5c0e\u5165\u3057\u305f\u4f01\u696d\u306e\u4e8b\u4f8b\u304b\u3089\u78ba\u8a8d\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u25bc\u4e8b\u4f8b\uff11\u3000\u696d\u7a2e\uff1a\u88fd\u9020\u30fb\u30e1\u30fc\u30ab\u30fc<\/h3>\n\n\n\n<p>\u8ab2\u984c\uff1a\u9867\u5ba2\u304c\u624b\u66f8\u304d\u3057\u305f\u9867\u5ba2\u60c5\u5831\u66f8\u985e\u3092FAX\u3067\u53d7\u3051\u3001Excel\u306b\u8ee2\u8a18\u3057\u3066\u9867\u5ba2\u60c5\u5831\u3092\u30c7\u30fc\u30bf\u5316\u3057\u3066\u3044\u305f\u3002 \u9867\u5ba2\u306e\u8a18\u5165\u3068\u81ea\u793e\u5165\u529b\u306e\u4f5c\u696d\u8ca0\u62c5\u3092\u306a\u304f\u3057\u305f\u3044\u3002Excel\u3092\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3068\u3057\u3066\u4f7f\u3046\u306e\u306b\u3082\u9650\u754c\u3092\u611f\u3058\u308b\u3002<\/p>\n\n\n\n<p>\u5c0e\u5165\u5f8c\uff1a <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u306bWeb\u30d5\u30a9\u30fc\u30e0\u3067\u5165\u529b\u3057\u3066\u3082\u3089\u3046\u65b9\u5f0f\u306b\u3002\u5165\u529b\u3057\u3084\u3059\u3044Web\u30d5\u30a9\u30fc\u30e0\u3067\u9867\u5ba2\u306e\u8ca0\u62c5\u3082\u8efd\u304f\u306a\u308a\u3001\u307e\u305f\u81ea\u793e\u3067\u5165\u529b\u30c7\u30fc\u30bf\u3092Excel\u306b\u5165\u529b\u3059\u308b\u624b\u9593\u304c\u306a\u304f\u306a\u3063\u305f\u3002<\/li>\n\n\n\n<li>\u9867\u5ba2\u3054\u3068\u306e\u554f\u3044\u5408\u308f\u305b\u3001\u4fee\u7406\u4f9d\u983c\u306a\u3069\u306e\u5c65\u6b74\u3092\u691c\u7d22\u3057\u3084\u3059\u304f\u306a\u3063\u305f\u3002\u84c4\u7a4d\u3057\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u3082\u3068\u306b\u3001\u30e6\u30fc\u30b6\u30fc\u30cb\u30fc\u30ba\u3092\u898b\u636e\u3048\u305f\u5546\u54c1\u958b\u767a\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u6d3b\u7528\u3057\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<h3 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class=\"wp-block-list\">\n<li>\u4f1a\u54e1\u30af\u30fc\u30dd\u30f3\u5229\u7528\u8005\u304c\u5897\u52a0\u3057\u305f\u3002\u65b0\u30e1\u30cb\u30e5\u30fc\u3092\u77e5\u3063\u305f\u304d\u3063\u304b\u3051\u3092\u5c0b\u306d\u308b\u30a2\u30f3\u30b1\u30fc\u30c8\u3067\u3001\uff11\u4f4d\u306e\u5e97\u982d\u306b\u6b21\u3044\u3067\u4f1a\u54e1\u30b5\u30fc\u30d3\u30b9\u3092\u6319\u3052\u308b\u9867\u5ba2\u304c\u591a\u304f\u3001\u544a\u77e5\u529b\u306e\u9ad8\u3055\u3092\u5b9f\u611f\u3067\u304d\u305f\u3002<\/li>\n\n\n\n<li>\u4f1a\u54e1\u304b\u3089\u306e\u30af\u30ec\u30fc\u30e0\u304c\u6e1b\u308a\u3001\u307e\u305f\u3001\u65b0\u898f\u4f1a\u54e1\u767b\u9332\u6570\u3082\u98db\u8e8d\u7684\u306b\u4f38\u3073\u305f\u3002 <\/li>\n<\/ul>\n\n\n\n<p>\u95a2\u9023\u30ea\u30f3\u30af\uff1a<a rel=\"noopener noreferrer\" href=\"\/case\/\" target=\"_blank\">\u305d\u306e\u4ed6\u306e\u5c0e\u5165\u4e8b\u4f8b\u3092\u898b\u308b<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM\u306e\u7a2e\u985e<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"\/article\/wp-content\/uploads\/sites\/3\/2018\/12\/pixta_43336474_M.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p>\u5148\u306e\u5c0e\u5165\u6210\u529f\u4e8b\u4f8b\u3067\u767b\u5834\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u3001SPIRAL\u00ae\u306b\u3064\u3044\u3066\u3054\u7d39\u4ecb\u3057\u307e\u3057\u3087\u3046\u3002 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href=\"\/article\/member\/241\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"\u5927\u4f01\u696d\u3068\u4e2d\u5c0f\u4f01\u696d\u306eCRM\u6226\u7565\u306e\u9055\u3044\u3068\u306f\uff1f\u9867\u5ba2\u60c5\u5831\u306e\u4f7f\u3044\u65b9 (\u65b0\u3057\u3044\u30bf\u30d6\u3067\u958b\u304f)\">\u5927\u4f01\u696d\u3068\u4e2d\u5c0f\u4f01\u696d\u306eCRM\u6226\u7565\u306e\u9055\u3044\u3068\u306f\uff1f\u9867\u5ba2\u60c5\u5831\u306e\u4f7f\u3044\u65b9<\/a><\/p>\n\n\n\n<h2 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