{"id":712,"date":"2018-04-16T10:00:00","date_gmt":"2018-04-16T01:00:00","guid":{"rendered":"https:\/\/dtdrz8mlqwp80.cloudfront.net\/article\/uncategorized\/234\/"},"modified":"2025-10-08T21:22:41","modified_gmt":"2025-10-08T12:22:41","slug":"234","status":"publish","type":"post","link":"https:\/\/www.spiral-platform.co.jp\/article\/member\/234\/","title":{"rendered":"\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"},"content":{"rendered":"\n<p>CRM\u30b7\u30b9\u30c6\u30e0\u304c\u9867\u5ba2\u7ba1\u7406\u306b\u5f79\u7acb\u3064\u3053\u3068\u306f\u308f\u304b\u308b\u3002\u3067\u3082\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u7a2e\u985e\u306f\u6ca2\u5c71\u3042\u3063\u3066\u3069\u308c\u3092\u9078\u3079\u3070\u3088\u3044\u306e\u304b\u3001\u8ff7\u3044\u304c\u3061\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u305d\u3093\u306a\u65b9\u306e\u305f\u3081\u306b<b>CRM\u30b7\u30b9\u30c6\u30e0\u306e\u6982\u5ff5\u304b\u3089\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3067\u3067\u304d\u308b\u3053\u3068\u3092\u53d6\u308a\u4e0a\u3052\u307e\u3059<\/b>\u3002 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\u62bd\u51fa\u3057\u305f\u9867\u5ba2\u60c5\u5831\u306e\u57fa\u3065\u304d\u30bf\u30fc\u30b2\u30c6\u30a3\u30f3\u30b0\u30ea\u30b9\u30c8\u3092\u3064\u304f\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u30bb\u30df\u30ca\u30fc\u30fb\u30a4\u30d9\u30f3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4f5c\u6210<\/h4>\n\n\n\n<p>\u30bb\u30df\u30ca\u30fc\u3084\u30a4\u30d9\u30f3\u30c8\u306a\u3069\u306e\u7533\u8fbc\u30d5\u30a9\u30fc\u30e0\u306e\u4f5c\u6210\u3084\u53d7\u8b1b\u7968\u306e\u914d\u4fe1\u304c\u3067\u304d\u307e\u3059\u3002 \u6765\u5834\u8005\u30ea\u30b9\u30c8\u306a\u3069\u3082\u77ed\u6642\u9593\u3067\u3064\u304f\u308c\u308b\u3053\u3068\u3067\u3001\u904b\u7528\u7ba1\u7406\u306e\u52b9\u7387\u3092\u9ad8\u3081\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u306a\u304a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3057\u305f\u5b9f\u8df5\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u624b\u6cd5\u306b\u3064\u3044\u3066\u306f\u3001\u300e<a href=\"https:\/\/www.spiral-platform.co.jp\/article\/member\/608\/\">CRM\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u306f\uff1f\u30e1\u30ea\u30c3\u30c8\u3084\u5177\u4f53\u7684\u306a\u6d41\u308c\u3092\u89e3\u8aac<\/a>\u300f\u3067\u8a73\u3057\u304f\u7d39\u4ecb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u969b\u306e\u30c1\u30a7\u30c3\u30af\u30dd\u30a4\u30f3\u30c8<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.spiral-platform.co.jp\/article\/wp-content\/uploads\/sites\/3\/2024\/01\/img_miteshiru_20180416-2.png\" alt=\"\"\/><\/figure>\n\n\n\n<p>CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30b3\u30b9\u30c8\u304c\u9ad8\u304f\u3001\u5b89\u6613\u306b\u5c0e\u5165\u3059\u308b\u3068\u4f7f\u3048\u305a\u306b\u7121\u99c4\u306a\u51fa\u8cbb\u3067\u7d42\u308f\u3063\u3066\u3057\u307e\u3046\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 <strong>\u5c0e\u5165\u3057\u305f\u4f01\u696d\u306e\u5b9a\u7740\u7387\u306f70\uff05\u3067\u300130\uff05\u306e\u4f01\u696d\u306f\u5c0e\u5165\u3057\u3066\u3082\u5b9a\u7740\u305b\u305a\u306b\u4f7f\u308f\u306a\u304f\u306a\u3063\u3066\u3057\u307e\u3046\u305d\u3046\u3067\u3059\u3002<\/strong> <\/p>\n\n\n\n<p>\u305d\u306e\u7406\u7531\u3068\u3057\u3066\u3001\u4eca\u307e\u3067Excel\u3067\u3053\u3068\u8db3\u308a\u3066\u3044\u305f\u3068\u601d\u3063\u3066\u3044\u308b\u793e\u54e1\u306b\u3001\u8aac\u660e\u306a\u304fCRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u3092\u3057\u305f\u30b1\u30fc\u30b9\u3067\u3059\u3002 <\/p>\n\n\n\n<p>\u3053\u306e\u5834\u5408\u3001\u4f7f\u3044\u65b9\u304c\u3088\u304f\u308f\u304b\u3089\u306a\u3044\u30c4\u30fc\u30eb\u3092\u4f7f\u3046\u3088\u308a\u3001\u4f7f\u3063\u3066\u304d\u305fExcel\u306e\u65b9\u304c\u826f\u3044\u3068\u601d\u308f\u308c\u304b\u306d\u307e\u305b\u3093\u3002 \u305d\u3053\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u969b\u306b\u30c1\u30a7\u30c3\u30af\u3057\u305f\u3044\u30dd\u30a4\u30f3\u30c8\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uff11\u30fb\u73fe\u72b6\u306e\u554f\u984c\u3001\u6539\u5584\u3059\u308b\u3079\u304d\u554f\u984c\u306f\u660e\u78ba\u5316\u3055\u308c\u3066\u3044\u308b\u304b<\/h3>\n\n\n\n<p>\u554f\u984c\u3092\u307e\u305a\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7\u3057\u3066\u3001<b>CRM\u30b7\u30b9\u30c6\u30e0<\/b>\u306e\u5c0e\u5165\u306b\u3088\u308a\u30af\u30ea\u30a2\u3067\u304d\u308b\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3057\u3087\u3046\u3002 \u3053\u308c\u3092\u884c\u3046\u3053\u3068\u306b\u3088\u308a\u3001\u5c0e\u5165\u3060\u3051\u3067\u306f\u306a\u304f\u81ea\u793e\u306e\u5f31\u307f\u306e\u767a\u898b\u306b\u3082\u3064\u306a\u304c\u308a\u307e\u3059\u3002 <\/p>\n\n\n\n<p>\u300cCRM\u30b7\u30b9\u30c6\u30e0\u304c\u3042\u3063\u305f\u3089\u300d\u3068\u3001\u6f20\u7136\u3068\u8003\u3048\u308b\u3060\u3051\u3067\u306f\u5c0e\u5165\u3057\u3066\u3082\u5931\u6557\u3057\u3066\u3057\u307e\u3044\u307e\u3059\u3002 \u554f\u984c\u306e\u660e\u78ba\u5316\u306b\u3088\u308a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3079\u304d\u304b\u304c\u308f\u304b\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uff12\u30fb\u5c0e\u5165\u62c5\u5f53\u3084\u5c0e\u5165\u30c1\u30fc\u30e0\u3092\u9078\u5b9a\u3067\u304d\u308b\u304b\u3069\u3046\u304b\u306e\u78ba\u8a8d<\/h3>\n\n\n\n<p>CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306b\u304a\u3044\u3066\u3001\u5c02\u4efb\u306e\u62c5\u5f53\u8005\u3084\u30c1\u30fc\u30e0\u3092\u9078\u5b9a\u3059\u308b\u3053\u3068\u304c\u5fc5\u8981\u3067\u3059\u3002 \u305d\u3053\u3067\u3001\u62c5\u5f53\u306b\u3042\u3066\u3089\u308c\u308b\u30ea\u30bd\u30fc\u30b9\u304c\u3042\u308b\u306e\u304b\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306b\u8a73\u3057\u3044\u306e\u304b\u306a\u3069\u304c\u9078\u5b9a\u57fa\u6e96\u306b\u306a\u3063\u3066\u304d\u307e\u3059\u3002 <\/p>\n\n\n\n<p>CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306b\u306f\u3001\u9577\u3044\u6642\u9593\u3068\u4eba\u624b\u304c\u5fc5\u8981\u306b\u306a\u3063\u3066\u304d\u307e\u3059\u3002 \u4ed6\u306e\u4ed5\u4e8b\u304c\u3042\u308b\u4eba\u3092\u62c5\u5f53\u8005\u306b\u9078\u5b9a\u3059\u308b\u3068\u3001\u7247\u624b\u9593\u306b\u306a\u3063\u3066\u3057\u307e\u3044\u5c0e\u5165\u307e\u3067\u6642\u9593\u304c\u304b\u304b\u3063\u3066\u3057\u307e\u3044\u307e\u3059\u3002 <b>\u5c02\u4efb\u306e\u62c5\u5f53\u8005\u3092\u9078\u5b9a\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u7121\u99c4\u304c\u5c11\u306a\u304f\u306a\u308a\u30b3\u30b9\u30c8\u3082\u6e1b\u308a\u307e\u3059\u3002<\/b><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uff13\u30fb\u5c0e\u5165\u7bc4\u56f2\u3092\u5e83\u3052\u3059\u304e\u306a\u3044\u3053\u3068<\/h3>\n\n\n\n<p>\u4f1a\u793e\u306e\u898f\u6a21\u304c\u5927\u304d\u3051\u308c\u3070\u5927\u304d\u3044\u307b\u3069\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306b\u304b\u3051\u308b\u3053\u3068\u306e\u3067\u304d\u308b\u30b3\u30b9\u30c8\u304c\u591a\u304f\u306a\u308a\u307e\u3059\u3002 <\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001\u4fbf\u5229\u3060\u304b\u3089\u3068\u3044\u3046\u3060\u3051\u3067\u5c0e\u5165\u3057\u3066\u3082\u3001\u5168\u793e\u54e1\u304cCRM\u30b7\u30b9\u30c6\u30e0\u306e\u4f7f\u3044\u65b9\u306b\u6163\u308c\u308b\u3053\u3068\u306b\u610f\u8b58\u304c\u5411\u3044\u3066\u3057\u307e\u3046\u3053\u3068\u3082\u3002 \u672c\u6765\u306e\u696d\u52d9\u306b\u96c6\u4e2d\u3067\u304d\u306a\u304f\u306a\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u4ed6\u306b\u610f\u8b58\u304c\u524a\u304c\u308c\u308b\u305f\u3081\u5c0e\u5165\u3082\u9045\u304f\u306a\u3063\u3066\u3057\u307e\u3044\u307e\u3059\u3002 <\/p>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306a\u4e8b\u614b\u3092\u907f\u3051\u308b\u305f\u3081\u306b\u3082\u3001\u6700\u521d\u306f\u5c0e\u5165\u90e8\u7f72\u3092\u9650\u5b9a\u3057\u3066\u5c0e\u5165\u3057\u3066\u307f\u307e\u3057\u3087\u3046\u3002 \u5b9f\u9a13\u7684\u306a\u5c0e\u5165\u65b9\u6cd5\u306b\u306a\u308a\u307e\u3059\u304c\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u4f7f\u3044\u65b9\u304c\u308f\u304b\u308b\u4eba\u304c\u5897\u3048\u3066\u3044\u304f\u305f\u3081\u3001\u5c0e\u5165\u306e\u30b9\u30d4\u30fc\u30c9\u304c\u4e0a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uff14\u30fb\u8a66\u7528\u671f\u9593\u306f\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u304b<\/h3>\n\n\n\n<p><strong>CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u3057\u3066\u3001\u305d\u306e\u4e0a\u3067\u696d\u52d9\u52b9\u7387\u5316\u306b\u7d50\u3073\u4ed8\u3051\u308b\u3082\u306e\u3067\u3059\u3002<\/strong>\u6700\u521d\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3057\u305f\u3082\u306e\u304c\u3001\u6700\u521d\u304b\u3089\u81ea\u793e\u306b\u6700\u9069\u5316\u3055\u308c\u3066\u3044\u308b\u304b\u306f\u5b9f\u969b\u904b\u7528\u3057\u3066\u307f\u306a\u3051\u308c\u3070\u308f\u304b\u308a\u307e\u305b\u3093\u3002 <\/p>\n\n\n\n<p>\u305d\u306e\u305f\u3081\u3001\u672c\u683c\u7684\u306b\u5229\u7528\u3092\u958b\u59cb\u3059\u308b\u307e\u3067\u306b\u8a66\u7528\u671f\u9593\u3092\u8a2d\u3051\u307e\u3057\u3087\u3046\u3002 \u8a66\u7528\u671f\u9593\u306f\u5c02\u4efb\u306e\u62c5\u5f53\u8005\u3092\u4e2d\u5fc3\u306b\u3001\u7cbe\u67fb\u3057\u3066\u6c7a\u3081\u308b\u3053\u3068\u304c\u30aa\u30b9\u30b9\u30e1\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uff15\u30fb\u793e\u54e1\u306b\u5c0e\u5165\u306e\u610f\u601d\u3092\u660e\u78ba\u306b\u4f1d\u3048\u3066\u3044\u308b\u304b<\/h3>\n\n\n\n<p><b>\u793e\u54e1\u306e\u5354\u529b\u306a\u304f\u3057\u3066\u3001\u65b0\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306f\u4e0a\u624b\u304f\u3044\u304d\u307e\u305b\u3093\u3002<\/b> \u305d\u308c\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3082\u540c\u3058\u3067\u3059\u3002 <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u306a\u305c\u5c0e\u5165\u3059\u308b\u306e\u304b<\/li>\n\n\n\n<li>\u3069\u306e\u3088\u3046\u306a\u30b7\u30b9\u30c6\u30e0\u306a\u306e\u304b<\/li>\n\n\n\n<li>\u30e1\u30ea\u30c3\u30c8\u306f\u4f55\u304b<\/li>\n<\/ol>\n\n\n\n<p>\u3092\u660e\u78ba\u5316\u3057\u3066\u4f1d\u3048\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p> \u793e\u54e1\u306e\u7d0d\u5f97\u306e\u610f\u601d\u304c\u9ad8\u3051\u308c\u3070\u9ad8\u3044\u307b\u3069\u3001\u5b9a\u7740\u7387\u304c\u9ad8\u304f\u306a\u308b\u306e\u3067\u3059\u3002 \u3053\u308c\u4ee5\u5916\u306b\u3082\u3001\u793e\u5185\u3067\u5fc5\u8981\u3060\u3068\u601d\u3046\u30c1\u30a7\u30c3\u30af\u30dd\u30a4\u30f3\u30c8\u304c\u51fa\u3066\u304f\u308b\u3068\u601d\u3044\u307e\u3059\u3002 <\/p>\n\n\n\n<p>\u3053\u306e\u9805\u76ee\u3067\u7d39\u4ecb\u3057\u305f\u3053\u3068\u4ee5\u5916\u306b\u3001\u81ea\u793e\u3067\u30c1\u30a7\u30c3\u30af\u304c\u5fc5\u8981\u3068\u601d\u3046\u3053\u3068\u304c\u3042\u308c\u3070\u3001\u30ea\u30b9\u30c8\u5316\u3059\u308b\u306a\u3069\u5f62\u306b\u3057\u3066\u3044\u304f\u3053\u3068\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>CRM\uff08\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff09\u306e\u6d3b\u7528\u65b9\u6cd5\u306b\u3064\u3044\u3066\u306f\u3001\u300c<a 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)\" href=\"\/article\/member\/236\/\" 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class=\"wp-block-heading\">\u30d2\u30fc\u30c8\u30de\u30c3\u30d7\u6a5f\u80fd\u306f\u3064\u3044\u3066\u3044\u306a\u3044\u3002<\/h4>\n\n\n\n<p>\u30d2\u30fc\u30c8\u30de\u30c3\u30d7\u30c4\u30fc\u30eb\u3068\u306f\u3001\u30a2\u30af\u30bb\u30b9\u89e3\u6790\u30c4\u30fc\u30eb\u306e\uff11\u3064\u3067\u3059\u3002 \u8272\u3092\u7528\u3044\u3066\u3001\u30b5\u30a4\u30c8\u306e\u3069\u3053\u3092\u30e6\u30fc\u30b6\u30fc\u304c\u898b\u3066\u3044\u308b\u306e\u304b\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002 <\/p>\n\n\n\n<p>\u3053\u306e\u6a5f\u80fd\u304cCRM\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u5099\u308f\u3063\u3066\u3044\u306a\u3044\u305f\u3081\u3001\u3069\u306e\u30da\u30fc\u30b8\u3092\u307f\u3066\u30b5\u30a4\u30c8\u304b\u3089\u96e2\u8131\u3057\u3066\u3044\u308b\u304b\u308f\u304b\u308a\u307e\u305b\u3093\u3002 <b>\u96e2\u8131\u7387\u6539\u5584\u306a\u3069\u3092\u884c\u3046\u5834\u5408\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3068\u4f75\u305b\u3066\u4f7f\u3046\u3053\u3068\u3067\u3088\u308a\u9ad8\u5ea6\u306a\u5206\u6790\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/b><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u8a2a\u554f\u30e6\u30fc\u30b6\u30fc\u306e\u5206\u6790\u304c\u3067\u304d\u306a\u3044<\/h4>\n\n\n\n<p>CRM\u30b7\u30b9\u30c6\u30e0\u304c\u3067\u304d\u306a\u3044\u3053\u3068\uff12\u3064\u76ee\u306f\u3001\u8a2a\u554f\u30e6\u30fc\u30b6\u30fc\u306e\u5206\u6790\u3067\u3059\u3002 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CRM\u30b7\u30b9\u30c6\u30e0\u3068\u4e00\u7dd2\u306b\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u3055\u3089\u306a\u308b\u696d\u52d9\u306e\u52b9\u7387\u5316\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/b><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\u306e\u969b\u306e\u6ce8\u610f\u70b9<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"\/article\/wp-content\/uploads\/sites\/3\/pixta_32754766_M.jpg\" alt=\"\" class=\"wp-image-2205\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u5c0e\u5165\u3068\u7dad\u6301\u306b\u30b3\u30b9\u30c8\u30fb\u624b\u9593\u304c\u304b\u304b\u3063\u3066\u3057\u307e\u3046\u3002<\/h3>\n\n\n\n<p>CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u76f8\u5f53\u306a\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u3053\u3068\u3092\u7406\u89e3\u3057\u306a\u3051\u308c\u3070\u3044\u3051\u307e\u305b\u3093\u3002 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