{"id":25197,"date":"2022-11-10T04:20:42","date_gmt":"2022-11-09T19:20:42","guid":{"rendered":"https:\/\/mag.boxil.jp\/mag\/a7851\/"},"modified":"2025-01-08T07:37:43","modified_gmt":"2025-01-07T22:37:43","slug":"7851","status":"publish","type":"post","link":"https:\/\/boxil.jp\/mag\/a7851\/","title":{"rendered":"\u30102026\u5e74\u6700\u65b0\u3011\u304a\u3059\u3059\u3081CRM\uff08\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff0916\u9078\uff5c\u6a5f\u80fd\u30fb\u6599\u91d1\u3092\u307e\u3068\u3081\u305f\u6bd4\u8f03\u8868\u3092\u30d7\u30ec\u30bc\u30f3\u30c8"},"content":{"rendered":"\n<style  >\n\n.list-8 {\n    position: relative;\n    padding: 1.5em 1em 1em 2.5em;\n    border: 2px solid #006666;\n}\n\n.list-8 > div {\n    position: absolute;\n    top: -.75em;\n    left: 1em;\n    padding: 0 .5em;\n    background-color: #fff;\n    color: #006666;\n    font-weight: 600;\n}\n\n.list-8 ul {\n    list-style-type: disc;\n    margin: 0;\n    padding: 0;\n}\n\n.list-8 li {\n    padding: .3em 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0 197.5 0L64 0zm56 256c-13.3 0-24 10.7-24 24s10.7 24 24 24l144 0c13.3 0 24-10.7 24-24s-10.7-24-24-24l-144 0zm0 96c-13.3 0-24 10.7-24 24s10.7 24 24 24l144 0c13.3 0 24-10.7 24-24s-10.7-24-24-24l-144 0z\"><\/path><\/svg><span>\u3010\u6bd4\u8f03\u8868\u4ed8\u304d\u3011CRM\u306e\u8cc7\u6599\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\uff08\u7121\u6599\uff09<\/span><\/a><\/div><\/div>\n\n\n\n  <div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82 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 ez-toc-toggle\" style=\"cursor:pointer\">\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: #999;color:#999\" 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: #999;color:#999\" 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 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/boxil.jp\/mag\/a7851\/#CRM%E3%81%A8%E3%81%AF\" >CRM\u3068\u306f<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/boxil.jp\/mag\/a7851\/#CRM%E3%81%AE%E6%A9%9F%E8%83%BD\" >CRM\u306e\u6a5f\u80fd<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/boxil.jp\/mag\/a7851\/#CRM%E3%81%AE%E5%B0%8E%E5%85%A5%E3%83%A1%E3%83%AA%E3%83%83%E3%83%88\" >CRM\u306e\u5c0e\u5165\u30e1\u30ea\u30c3\u30c8<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/boxil.jp\/mag\/a7851\/#%E9%A1%A7%E5%AE%A2%E3%81%AB%E9%96%A2%E3%81%99%E3%82%8B%E6%83%85%E5%A0%B1%E3%81%AE%E5%85%B1%E6%9C%89\" >\u9867\u5ba2\u306b\u95a2\u3059\u308b\u60c5\u5831\u306e\u5171\u6709<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/boxil.jp\/mag\/a7851\/#%E3%83%9E%E3%83%BC%E3%82%B1%E3%83%86%E3%82%A3%E3%83%B3%E3%82%B0%E6%B4%BB%E5%8B%95%E3%81%AE%E5%8A%B9%E7%8E%87%E5%8C%96\" >\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306e\u52b9\u7387\u5316<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/boxil.jp\/mag\/a7851\/#%E3%83%8B%E3%83%BC%E3%82%BA%E6%88%A6%E7%95%A5%E3%81%AB%E3%81%A4%E3%81%AA%E3%81%92%E3%82%84%E3%81%99%E3%81%8F%E3%81%99%E3%82%8B\" >\u30cb\u30fc\u30ba\u6226\u7565\u306b\u3064\u306a\u3052\u3084\u3059\u304f\u3059\u308b<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/boxil.jp\/mag\/a7851\/#CRM%E3%81%AE%E5%A4%B1%E6%95%97%E3%81%97%E3%81%AA%E3%81%84%E9%81%B8%E3%81%B3%E6%96%B9\" >CRM\u306e\u5931\u6557\u3057\u306a\u3044\u9078\u3073\u65b9<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/boxil.jp\/mag\/a7851\/#%E5%B0%8E%E5%85%A5%E5%89%8D%E3%81%AB%E5%BF%B5%E5%85%A5%E3%82%8A%E3%81%AA%E6%83%85%E5%A0%B1%E5%8F%8E%E9%9B%86%E3%82%92\" >\u5c0e\u5165\u524d\u306b\u5ff5\u5165\u308a\u306a\u60c5\u5831\u53ce\u96c6\u3092<\/a><\/li><\/ul><\/nav><\/div>\n\n\n\n\n<h2  class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E3%81%A8%E3%81%AF\"><\/span>\nCRM\u3068\u306f\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p  class=\"\">\nCRM\u3068\u306f\u300cCustomer Relationship Management\uff08\u30ab\u30b9\u30bf\u30de\u30fc\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\uff09\u300d\u306e\u7565\u3067\u3001\u300c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u300d\u3084\u300c\u9867\u5ba2\u7ba1\u7406\u300d\u3092\u610f\u5473\u3057\u307e\u3059\u3002\n<\/p>\n\n\n\n<p  class=\"\">\nCRM\u3067\u306f<b  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class=\"\">\nCRM\u306e\u57fa\u672c\u6a5f\u80fd\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u6a5f\u80fd\u3067\u3059\u304c\u3001\u305d\u306e\u4ed6\u306b\u3082\u3055\u307e\u3056\u307e\u306a\u6a5f\u80fd\u304c\u3042\u308a\u307e\u3059\u3002\n<\/p>\n\n\n<div  style=\"display: flex; justify-content: center; align-items: center; flex-direction: column;\" class=\"tairo-mag-center\">\n\n<figure  class=\"wp-block-image\"><img decoding=\"async\"  src=\"https:\/\/boxil.jp\/mag\/wp-content\/uploads\/2025\/12\/a69925bb-963a-4ee5-a679-e161b793b2c9.large_.png\"  alt=\"\u6a5f\u80fd\"  \/><\/figure>\n\n\n<\/div>\n\n<p  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href=\"https:\/\/boxil.jp\/downloads\/confirm\/?type=category&amp;categoryId=473&amp;via=as-categoryDL-downloadButton\" class=\"download-button\"><svg aria-hidden=\"true\" focusable=\"false\" data-prefix=\"far\" data-icon=\"file-lines\" class=\"svg-inline--fa fa-file-lines \" role=\"img\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 384 512\"><path fill=\"currentColor\" d=\"M64 48l112 0 0 88c0 39.8 32.2 72 72 72l88 0 0 240c0 8.8-7.2 16-16 16L64 464c-8.8 0-16-7.2-16-16L48 64c0-8.8 7.2-16 16-16zM224 67.9l92.1 92.1-68.1 0c-13.3 0-24-10.7-24-24l0-68.1zM64 0C28.7 0 0 28.7 0 64L0 448c0 35.3 28.7 64 64 64l256 0c35.3 0 64-28.7 64-64l0-261.5c0-17-6.7-33.3-18.7-45.3L242.7 18.7C230.7 6.7 214.5 0 197.5 0L64 0zm56 256c-13.3 0-24 10.7-24 24s10.7 24 24 24l144 0c13.3 0 24-10.7 24-24s-10.7-24-24-24l-144 0zm0 96c-13.3 0-24 10.7-24 24s10.7 24 24 24l144 0c13.3 0 24-10.7 24-24s-10.7-24-24-24l-144 0z\"><\/path><\/svg><span>\u3010\u6bd4\u8f03\u8868\u4ed8\u304d\u3011CRM\u306e\u8cc7\u6599\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\uff08\u7121\u6599\uff09<\/span><\/a><\/div><\/div>\n\n\n\n<h2  class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E3%81%AE%E5%B0%8E%E5%85%A5%E3%83%A1%E3%83%AA%E3%83%83%E3%83%88\"><\/span>\nCRM\u306e\u5c0e\u5165\u30e1\u30ea\u30c3\u30c8\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p  class=\"\">\nCRM\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u5f97\u3089\u308c\u308b\u30e1\u30ea\u30c3\u30c8\u306f\u6b21\u306e\u3068\u304a\u308a\u3067\u3059\u3002\n<\/p>\n\n\n\n<h3  class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E9%A1%A7%E5%AE%A2%E3%81%AB%E9%96%A2%E3%81%99%E3%82%8B%E6%83%85%E5%A0%B1%E3%81%AE%E5%85%B1%E6%9C%89\"><\/span>\n\u9867\u5ba2\u306b\u95a2\u3059\u308b\u60c5\u5831\u306e\u5171\u6709\n<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p  class=\"\">\n\u5168\u793e\u54e1\u304c\u9867\u5ba2\u306b\u95a2\u3059\u308b\u60c5\u5831\u3092\u5f97\u3089\u308c\u307e\u3059\u3002\u305d\u308c\u306b\u3088\u308a<b  class=\"\">\u9867\u5ba2\u60c5\u5831\u306e\u5171\u6709\u306b\u304b\u304b\u3063\u3066\u3044\u305f\u6642\u9593\u3092\u77ed\u7e2e<\/b>\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u60c5\u5831\u3068\u306f\u4f01\u696d\u306e\u5927\u5207\u306a\u8cc7\u7523\u3067\u3042\u308a\u3001\u305d\u308c\u3092\u4f01\u696d\u5168\u4f53\u3067\u5171\u6709\u3057\u306a\u3044\u9650\u308a\u8cc7\u7523\u3068\u3057\u3066\u6709\u52b9\u6d3b\u7528\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\n<\/p>\n\n\n\n<h3  class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%83%9E%E3%83%BC%E3%82%B1%E3%83%86%E3%82%A3%E3%83%B3%E3%82%B0%E6%B4%BB%E5%8B%95%E3%81%AE%E5%8A%B9%E7%8E%87%E5%8C%96\"><\/span>\n\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306e\u52b9\u7387\u5316\n<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p  class=\"\">\n<b  class=\"\">\u3044\u307e\u307e\u3067\u4e0d\u7279\u5b9a\u591a\u6570\u306b\u5411\u3051\u3066\u3044\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3092\u898b\u8fbc\u307f\u9867\u5ba2\u306e\u307f\u306b\u7d5e\u308b<\/b>\u3053\u3068\u304c\u3067\u304d\u3001\u3088\u308a\u9ad8\u5ea6\u306a\u8ca9\u58f2\u6226\u7565\u3092\u6253\u3061\u51fa\u305b\u307e\u3059\u3002\u305d\u308c\u306b\u3088\u308a\u3044\u3063\u305d\u3046\u306e\u52b9\u7387\u5316\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002\n<\/p>\n\n\n\n<h3  class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%83%8B%E3%83%BC%E3%82%BA%E6%88%A6%E7%95%A5%E3%81%AB%E3%81%A4%E3%81%AA%E3%81%92%E3%82%84%E3%81%99%E3%81%8F%E3%81%99%E3%82%8B\"><\/span>\n\u30cb\u30fc\u30ba\u6226\u7565\u306b\u3064\u306a\u3052\u3084\u3059\u304f\u3059\u308b\n<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p  class=\"\">\n<b  class=\"\">\u304a\u5ba2\u3055\u3093\u306e\u30cb\u30fc\u30ba\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b<\/b>\u306e\u3067\u3001\u6700\u9069\u306a\u6226\u7565\u3092\u7acb\u3066\u3089\u308c\u307e\u3059\u3002\u4e00\u3064\u3072\u3068\u3064\u306e\u9867\u5ba2\u60c5\u5831\u3092\u84c4\u7a4d\u3059\u308b\u3068\u9069\u5207\u304b\u3064\u8fc5\u901f\u306a\u9867\u5ba2\u30b5\u30dd\u30fc\u30c8\u3001\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u5bfe\u5fdc\u3001\u30af\u30ec\u30fc\u30e0\u5bfe\u5fdc\u3092\u884c\u3048\u308b\u3088\u3046\u306b\u3082\u306a\u308a\u307e\u3059\u3002\n<\/p>\n\n\n\n<p  class=\"\">\n\u55b6\u696d\u62c5\u5f53\u304c\u5909\u66f4\u306b\u306a\u3063\u305f\u969b\u3082\u9867\u5ba2\u60c5\u5831\u304c\u53ef\u8996\u5316\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u5f15\u304d\u7d99\u304e\u3082\u30b9\u30e0\u30fc\u30ba\u306b\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\n<\/p>\n\n\n\n<h2  class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM%E3%81%AE%E5%A4%B1%E6%95%97%E3%81%97%E3%81%AA%E3%81%84%E9%81%B8%E3%81%B3%E6%96%B9\"><\/span>\nCRM\u306e\u5931\u6557\u3057\u306a\u3044\u9078\u3073\u65b9\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p  class=\"\">\nCRM\u3092\u9078\u5b9a\u3059\u308b\u969b\u306f\u3001\u6b21\u306e5\u3064\u306eSTEP\u306b\u6cbf\u3063\u3066\u7d5e\u308a\u8fbc\u3093\u3067\u3044\u304d\u307e\u3057\u3087\u3046\u3002\n<\/p>\n\n\n<div  style=\"display: flex; justify-content: center; align-items: center; flex-direction: column;\" class=\"tairo-mag-center\">\n\n<figure  class=\"wp-block-image\"><img decoding=\"async\"  src=\"https:\/\/boxil.jp\/mag\/wp-content\/uploads\/2025\/12\/42f7a91d-e609-4710-87df-752d602ffc2e.large_.png\"  alt=\"\u9078\u3073\u65b95STEP\"  \/><\/figure>\n\n\n<\/div>\n\n<p  class=\"\">\n\u4e0b\u8a18\u3067STEP1\uff5e5\u306b\u3064\u3044\u3066\u8a73\u3057\u304f\u89e3\u8aac\u3057\u3066\u3044\u307e\u3059\u3002\n<\/p>\n\n\n\n\n<details id=\"anchor01\" class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>STEP1:\u5fc5\u8981\u306a\u6a5f\u80fd\u3092\u6d17\u3044\u51fa\u3059<\/summary>\n\n<p  class=\"\">\nCRM\u5c0e\u5165\u306b\u3042\u305f\u3063\u3066\u6ce8\u610f\u3057\u305f\u3044\u306e\u304c\u3001\u81ea\u793e\u306e\u9867\u5ba2\u7ba1\u7406\u65b9\u6cd5\u3084\u7ba1\u7406\u3057\u3066\u3044\u308b\u60c5\u5831\u3001\u6d3b\u7528\u5148\u3068\u306e\u76f8\u6027\u3067\u3059\u3002\n<\/p>\n\n\n\n<p  class=\"\">\n\u305d\u306e\u305f\u3081\u306e\u6a5f\u80fd\u304c\u5099\u308f\u3063\u3066\u3044\u308b\u304b\u3001\u6b21\u306e\u30ea\u30b9\u30c8\u3092\u4f7f\u3063\u3066\u6d17\u3044\u51fa\u3057\u3066\u304a\u304d\u307e\u3057\u3087\u3046\u3002\n<\/p>\n\n\n\n<figure  class=\"wp-block-table\">\n<table  class=\"has-fixed-layout\">\n\n<thead  ><tr  ><th  >\u78ba\u8a8d\u65b9\u6cd5<\/th><th  >\u5185\u5bb9<\/th><\/tr><\/thead><tbody  ><tr  ><td  >\u7ba1\u7406\u3057\u3066\u3044\u308b\u9867\u5ba2\u60c5\u5831\u306e\u9805\u76ee\u3092\u78ba\u8a8d\u3059\u308b<\/td><td  >\u4f1a\u793e\u540d\u3084\u540d\u524d\u3001\u6240\u5c5e\u90e8\u7f72\u306a\u3069\u3001\u7ba1\u7406\u3057\u3066\u3044\u308b\u9867\u5ba2\u60c5\u5831\u3092\u78ba\u8a8d\u3057\u3066\u304a\u304d\u307e\u3057\u3087\u3046\u3002CRM\u3092\u5c0e\u5165\u3059\u308b\u969b\u306b\u3001\u3069\u306e\u3088\u3046\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3067\u7ba1\u7406\u3059\u3079\u304d\u304b\u3001\u30bf\u30b0\u3084\u5c5e\u6027\u306e\u4ed8\u4e0e\u304c\u5fc5\u8981\u304b\u306a\u3069\u306e\u5224\u65ad\u306b\u5229\u7528\u3067\u304d\u307e\u3059\u3002<\/td><\/tr><tr  ><td  >\u9867\u5ba2\u60c5\u5831\u306e\u4f7f\u7528\u7528\u9014\u3092\u78ba\u8a8d\u3059\u308b<\/td><td  >\u6848\u4ef6\u7ba1\u7406\u3084\u30e1\u30fc\u30eb\u914d\u4fe1\u3001\u4f1a\u54e1\u7ba1\u7406\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u30fb\u30d7\u30ed\u30e2\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u3001\u9867\u5ba2\u60c5\u5831\u306e\u6d3b\u7528\u5148\u3092\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002CRM\u3067\u306e\u30c7\u30fc\u30bf\u9023\u643a\u304c\u5fc5\u8981\u306a\u696d\u52d9\u3092\u6d17\u3044\u51fa\u305b\u307e\u3059\u3002<\/td><\/tr><tr  ><td  >\u540d\u523a\u60c5\u5831\u3092\u5168\u793e\u7684\u306b\u5171\u6709\u3057\u3066\u3044\u308b\u304b\u78ba\u8a8d\u3059\u308b<\/td><td  >\u540d\u523a\u7ba1\u7406\u304c\u3067\u304d\u305f\u308a\u3001\u9867\u5ba2\u60c5\u5831\u3068\u7d10\u4ed8\u3051\u3066\u81ea\u52d5\u3067\u66f4\u65b0\u3057\u305f\u308a\u3067\u304d\u308b\u30b5\u30fc\u30d3\u30b9\u3082\u3042\u308a\u307e\u3059\u3002\u5168\u793e\u7684\u306b\u540d\u523a\u60c5\u5831\u3092\u5171\u6709\u3057\u3066\u3044\u308b\u304b\u3001\u8cc7\u7523\u3068\u3057\u3066\u6d3b\u7528\u3057\u3066\u3044\u308b\u304b\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/td><\/tr><tr  ><td  >\u554f\u3044\u5408\u308f\u305b\u306e\u53d7\u4ed8\u65b9\u6cd5\u3092\u78ba\u8a8d\u3059\u308b<\/td><td  >\u73fe\u5728\u3069\u306e\u3088\u3046\u306a\u5f62\u5f0f\u3067\u3069\u3046\u3044\u3063\u305f\u7d4c\u8def\u304b\u3089\u554f\u3044\u5408\u308f\u305b\u3092\u53d7\u3051\u4ed8\u3051\u3066\u3044\u308b\u304b\u78ba\u8a8d\u3057\u307e\u3057\u3087\u3046\u3002\u30b5\u30fc\u30d3\u30b9\u306b\u3088\u3063\u3066\u306f\u3001\u554f\u3044\u5408\u308f\u305b\u7ba1\u7406\u306e\u30d5\u30a9\u30fc\u30e0\u304c\u4f5c\u6210\u3067\u304d\u305f\u308a\u3001\u554f\u3044\u5408\u308f\u305b\u7ba1\u7406\u307e\u3067\u3067\u304d\u305f\u308a\u3059\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002<\/td><\/tr><tr  ><td  >\u9867\u5ba2\u60c5\u5831\u5206\u6790\u3092\u5b9f\u65bd\u3057\u3066\u3044\u308b\u304b\u78ba\u8a8d\u3059\u308b<\/td><td  >CRM\u306b\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3092\u3082\u3068\u306b\u5206\u6790\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3084\u30ec\u30dd\u30fc\u30c8\u304c\u4f5c\u6210\u3067\u304d\u308b\u30c4\u30fc\u30eb\u3082\u3042\u308a\u307e\u3059\u3002\u5206\u6790\u3092\u5b9f\u65bd\u3057\u3066\u3044\u308b\u304b\u3001\u5b9f\u65bd\u3057\u3066\u3044\u308b\u5834\u5408\u306f\u3069\u306e\u3088\u3046\u306b\u884c\u3063\u3066\u3044\u308b\u304b\u3092\u78ba\u8a8d\u3057\u3066\u304a\u304d\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><\/tbody><\/table>\n<\/figure>\n\n\n<\/details>\n\n\n\n\n<details id=\"anchor01\" class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>STEP2:\u793e\u5185\u3067\u5229\u7528\u4e2d\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u8abf\u3079\u308b<\/summary>\n\n<p  class=\"\">\nCRM\u306fSFA\u3084MA\u3001\u30e1\u30fc\u30eb\u914d\u4fe1\u30b7\u30b9\u30c6\u30e0\u3068\u9023\u643a\u53ef\u80fd\u3067\u3059\u3002\u4ed6\u306b\u3082\u3001\u30b0\u30eb\u30fc\u30d7\u30a6\u30a7\u30a2\u3084CTI\u3092\u306f\u3058\u3081\u3001\u9867\u5ba2\u60c5\u5831\u3092\u6271\u3046\u3055\u307e\u3056\u307e\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u9023\u643a\u304c\u3067\u304d\u307e\u3059\u3002\n<\/p>\n\n\n\n<p  class=\"\">\n\u73fe\u5728\u5229\u7528\u3057\u3066\u3044\u308b\u30b7\u30b9\u30c6\u30e0\u3068\u9023\u643a\u3067\u304d\u308b\u304b\u3069\u3046\u304b\u78ba\u8a8d\u3057\u3066\u304a\u304d\u307e\u3057\u3087\u3046\u3002\n<\/p>\n\n\n\n<figure  class=\"wp-block-table\">\n<table  class=\"has-fixed-layout\">\n\n<thead  ><tr  ><th  >\u78ba\u8a8d\u65b9\u6cd5<\/th><th  >\u5185\u5bb9<\/th><\/tr><\/thead><tbody  ><tr  ><td  >\u73fe\u5728\u5229\u7528\u3057\u3066\u3044\u308b\u9867\u5ba2\u7ba1\u7406\u95a2\u9023\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u78ba\u8a8d\u3059\u308b<\/td><td  >SFA\u3084MA\u306a\u3069\u3001CRM\u3068\u95a2\u9023\u3059\u308b\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u304b\u78ba\u8a8d\u3057\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><tr  ><td  >\u9023\u643a\u65b9\u6cd5\u3092\u78ba\u8a8d\u3059\u308b<\/td><td  >\u5c0e\u5165\u306b\u304b\u304b\u308b\u30b3\u30b9\u30c8\u3084\u624b\u9593\u3092\u5927\u5e45\u306b\u6e1b\u3089\u305b\u308b\u305f\u3081\u3001CSV\u3067\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u30a4\u30f3\u30dd\u30fc\u30c8\u3084\u79fb\u884c\u306a\u3069\u304c\u53ef\u80fd\u306a\u30b7\u30b9\u30c6\u30e0\u304b\u3069\u3046\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><\/tbody><\/table>\n<\/figure>\n\n\n<\/details>\n\n\n\n\n<details id=\"anchor01\" class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>STEP3:\u8cbb\u7528\u3092\u554f\u3044\u5408\u308f\u305b\u308b<\/summary>\n\n<p  class=\"\">\nCRM\u306e\u521d\u671f\u8cbb\u7528\u306f0\u5186\u3001\u6708\u984d\u8cbb\u7528\u306f1\u4eba\u3042\u305f\u308a5,000\u5186\u301c10,000\u5186\u7a0b\u5ea6\u304c\u76f8\u5834\u3067\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u6570\u7121\u5236\u9650\u306e\u5834\u5408\u306f\u3001\u521d\u671f\u8cbb\u7528\u304c\u304b\u304b\u308b\u3053\u3068\u304c\u591a\u304f\u3001\u642d\u8f09\u3055\u308c\u3066\u3044\u308b\u6a5f\u80fd\u306b\u3082\u3088\u308a\u307e\u3059\u304c\u6708\u6570\u4e07\u5186\u7a0b\u5ea6\u304b\u304b\u308a\u307e\u3059\u3002\n<\/p>\n\n\n\n<figure  class=\"wp-block-table\">\n<table  class=\"has-fixed-layout\">\n\n<thead  ><tr  ><th  >\u78ba\u8a8d\u65b9\u6cd5<\/th><th  >\u5185\u5bb9<\/th><\/tr><\/thead><tbody  ><tr  ><td  >CRM\u8cbb\u7528\u3068\u4e88\u7b97\u3092\u78ba\u8a8d\u3059\u308b<\/td><td  >CRM\u306e\u6599\u91d1\u76f8\u5834\u3092\u554f\u3044\u5408\u308f\u305b\u3066\u628a\u63e1\u3057\u3001\u5c0e\u5165\u306b\u4f7f\u7528\u3067\u304d\u308b\u4e88\u7b97\u3092\u6c7a\u5b9a\u3057\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><\/tbody><\/table>\n<\/figure>\n\n\n<\/details>\n\n\n\n\n<details id=\"anchor01\" class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>STEP4:\u8981\u4ef6\u306b\u5408\u3046\u4f01\u696d\u3078\u8cc7\u6599\u8acb\u6c42\u3059\u308b<\/summary>\n\n<p  class=\"\">\n\u3053\u308c\u307e\u3067\u78ba\u8a8d\u3057\u305f\u5185\u5bb9\u3092\u8e0f\u307e\u3048\u3066\u3001\u8981\u4ef6\u306b\u5408\u3046\u30c4\u30fc\u30eb\u3092\u63a2\u3057\u307e\u3057\u3087\u3046\u3002\n<\/p>\n\n\n\n<figure  class=\"wp-block-table\">\n<table  class=\"has-fixed-layout\">\n\n<thead  ><tr  ><th  >\u78ba\u8a8d\u65b9\u6cd5<\/th><th  >\u5185\u5bb9<\/th><\/tr><\/thead><tbody  ><tr  ><td  >\u6a5f\u80fd\u306e\u8981\u4ef6\u3092\u6e80\u305f\u3059\u30b5\u30fc\u30d3\u30b9\u306f\u3042\u308b\u304b\u78ba\u8a8d\u3059\u308b<\/td><td  >\u5404\u30b5\u30fc\u30d3\u30b9\u306e\u642d\u8f09\u6a5f\u80fd\u3092\u78ba\u8a8d\u3057\u3001\u6761\u4ef6\u306b\u5408\u3046\u30b7\u30b9\u30c6\u30e0\u3092\u63a2\u3057\u307e\u3059\u3002\u306a\u3051\u308c\u3070\u5fc5\u8981\u306a\u6a5f\u80fd\u3092\u898b\u76f4\u3057\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><tr  ><td  >\u9023\u643a\u306e\u8981\u4ef6\u3092\u6e80\u305f\u3059\u30b5\u30fc\u30d3\u30b9\u306f\u3042\u308b\u304b\u78ba\u8a8d\u3059\u308b<\/td><td  >\u5229\u7528\u3057\u3066\u3044\u308b\u30b7\u30b9\u30c6\u30e0\u3068\u9023\u643a\u3067\u304d\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u78ba\u8a8d\u3057\u3001\u6761\u4ef6\u306b\u5408\u3046\u30b7\u30b9\u30c6\u30e0\u3092\u63a2\u3057\u307e\u3059\u3002<\/td><\/tr><tr  ><td  >\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8981\u4ef6\u306b\u5408\u3046\u30b5\u30fc\u30d3\u30b9\u304b\u78ba\u8a8d\u3059\u308b<\/td><td  >ISO\u3084P\u30de\u30fc\u30af\u3068\u3044\u3063\u305f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a8d\u8a3c\u3092\u53d7\u3051\u3066\u3044\u308b\u306e\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><tr  ><td  >\u8981\u4ef6\u306b\u5408\u3046\u30b5\u30fc\u30d3\u30b9\u306e\u8cc7\u6599\u8acb\u6c42\u3092\u3059\u308b<\/td><td  >\u5404\u8981\u4ef6\u3092\u6e80\u305f\u3059\u30b5\u30fc\u30d3\u30b9\u306e\u53e3\u30b3\u30df\u8a55\u4fa1\u306e\u6295\u7a3f\u3068\u70b9\u6570\u3092\u78ba\u8a8d\u3057\u3001\u8981\u4ef6\u306b\u5408\u3046\u30b5\u30fc\u30d3\u30b9\u306e\u8cc7\u6599\u8acb\u6c42\u3092\u3057\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><tr  ><td  >\u8a66\u9a13\u5c0e\u5165\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u6570\u793e\u306b\u7d5e\u308a\u8fbc\u3080<\/td><td  >\u8cc7\u6599\u306e\u5185\u5bb9\u3067\u3042\u3089\u305f\u3081\u3066\u8981\u4ef6\u3068\u5408\u3063\u3066\u3044\u308b\u306e\u304b\u3092\u78ba\u8a8d\u3057\u3001\u8a66\u9a13\u5c0e\u5165\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u6570\u793e\u306b\u7d5e\u308a\u8fbc\u307f\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><\/tbody><\/table>\n<\/figure>\n\n\n\n<p  class=\"\">\nCRM\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3084\u5546\u8ac7\u5c65\u6b74\u306a\u3069\u6a5f\u5bc6\u5ea6\u306e\u9ad8\u3044\u60c5\u5831\u3092\u6271\u3044\u307e\u3059\u3002\u5916\u90e8\u304b\u3089\u306e\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u3084\u60c5\u5831\u6f0f\u3048\u3044\u3067\u30c7\u30fc\u30bf\u304c\u76d7\u307e\u308c\u3066\u3057\u307e\u3048\u3070\u4f1a\u793e\u306e\u4fe1\u7528\u306b\u3082\u95a2\u308f\u308b\u305f\u3081\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u3057\u3063\u304b\u308a\u78ba\u8a8d\u3057\u3066\u304a\u304d\u307e\u3057\u3087\u3046\u3002<br  >\n<\/p>\n\n\n<\/details>\n\n\n\n\n<details id=\"anchor01\" class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>STEP5:\u8a66\u9a13\u5c0e\u5165\u3067\u793e\u5185\u8a55\u4fa1\u3092\u78ba\u8a8d\u3057\u3001\u672c\u5c0e\u5165\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u6c7a\u3081\u308b<\/summary>\n\n<p  class=\"\">\n\u7d5e\u308a\u8fbc\u3093\u3060CRM\u3092\u8a66\u9a13\u5c0e\u5165\u3057\u3001\u5b9f\u969b\u306e\u4f7f\u7528\u611f\u3092\u78ba\u304b\u3081\u3066\u304f\u3060\u3055\u3044\u3002\u5f93\u696d\u54e1\u304b\u3089\u306e\u8a55\u4fa1\u3082\u3042\u308f\u305b\u3066\u78ba\u8a8d\u3057\u3001\u672c\u5c0e\u5165\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u9078\u5b9a\u3057\u307e\u3057\u3087\u3046\u3002\n<\/p>\n\n\n\n<figure  class=\"wp-block-table\">\n<table  class=\"has-fixed-layout\">\n\n<thead  ><tr  ><th  >\u78ba\u8a8d\u65b9\u6cd5<\/th><th  >\u5185\u5bb9<\/th><\/tr><\/thead><tbody  ><tr  ><td  >\u7d5e\u308a\u8fbc\u3093\u3060\u30b5\u30fc\u30d3\u30b9\u3092\u8a66\u9a13\u5c0e\u5165\u3057\u3066\u4f7f\u7528\u611f\u3092\u78ba\u8a8d\u3059\u308b<\/td><td  >\u8cc7\u6599\u8acb\u6c42\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u306e\u30c8\u30e9\u30a4\u30a2\u30eb\u306b\u7533\u3057\u8fbc\u307f\u3001\u5b9f\u969b\u306b\u793e\u5185\u3067\u4f7f\u3063\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><tr  ><td  >\u5f93\u696d\u54e1\u304b\u3089\u306e\u8a55\u4fa1\u306f\u9ad8\u3044\u304b\u78ba\u8a8d\u3059\u308b<\/td><td  >\u9867\u5ba2\u60c5\u5831\u5165\u529b\u3084\u66f4\u65b0\u306a\u3069\u304c\u7c21\u5358\u306b\u884c\u3048\u305f\u304b\u3092\u30d2\u30a2\u30ea\u30f3\u30b0\u3057\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><tr  ><td  >\u672c\u5c0e\u5165\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u6c7a\u3081\u308b<\/td><td  >\u5f93\u696d\u54e1\u306e\u8a55\u4fa1\u306b\u554f\u984c\u304c\u306a\u3051\u308c\u3070\u5c0e\u5165\u624b\u7d9a\u304d\u3092\u9032\u3081\u307e\u3057\u3087\u3046\u3002<\/td><\/tr><\/tbody><\/table>\n<\/figure>\n\n\n<\/details>\n\n\n<div  style=\"display: flex; justify-content: center; align-items: center; flex-direction: column;\" class=\"tairo-mag-center\">\n\n<p  class=\"\">\n<b  class=\"\">\uff3c\u3000\u300e\u6bd4\u8f03\u8868\u300f\u3067\u6a5f\u80fd\u30fb\u6599\u91d1\u3092\u304f\u3089\u3079\u3066\u307f\u308b\u3000\uff0f<\/b>\n<\/p>\n\n<\/div>\n\n\n<div class=\"wp-block-boxil-blocks-download-button\"><div class=\"download-button-wrapper\"><a href=\"https:\/\/boxil.jp\/downloads\/confirm\/?type=category&amp;categoryId=473&amp;via=as-categoryDL-downloadButton\" class=\"download-button\"><svg aria-hidden=\"true\" focusable=\"false\" data-prefix=\"far\" data-icon=\"file-lines\" class=\"svg-inline--fa fa-file-lines \" role=\"img\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 384 512\"><path fill=\"currentColor\" d=\"M64 48l112 0 0 88c0 39.8 32.2 72 72 72l88 0 0 240c0 8.8-7.2 16-16 16L64 464c-8.8 0-16-7.2-16-16L48 64c0-8.8 7.2-16 16-16zM224 67.9l92.1 92.1-68.1 0c-13.3 0-24-10.7-24-24l0-68.1zM64 0C28.7 0 0 28.7 0 64L0 448c0 35.3 28.7 64 64 64l256 0c35.3 0 64-28.7 64-64l0-261.5c0-17-6.7-33.3-18.7-45.3L242.7 18.7C230.7 6.7 214.5 0 197.5 0L64 0zm56 256c-13.3 0-24 10.7-24 24s10.7 24 24 24l144 0c13.3 0 24-10.7 24-24s-10.7-24-24-24l-144 0zm0 96c-13.3 0-24 10.7-24 24s10.7 24 24 24l144 0c13.3 0 24-10.7 24-24s-10.7-24-24-24l-144 0z\"><\/path><\/svg><span>\u3010\u6bd4\u8f03\u8868\u4ed8\u304d\u3011CRM\u306e\u8cc7\u6599\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\uff08\u7121\u6599\uff09<\/span><\/a><\/div><\/div>\n\n\n\n<h2  class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%B0%8E%E5%85%A5%E5%89%8D%E3%81%AB%E5%BF%B5%E5%85%A5%E3%82%8A%E3%81%AA%E6%83%85%E5%A0%B1%E5%8F%8E%E9%9B%86%E3%82%92\"><\/span>\n\u5c0e\u5165\u524d\u306b\u5ff5\u5165\u308a\u306a\u60c5\u5831\u53ce\u96c6\u3092\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure  class=\"wp-block-image\"><img decoding=\"async\"  src=\"https:\/\/boxil.jp\/mag\/wp-content\/uploads\/2025\/12\/dcb164fe-819d-4bbc-89e3-e1b06bcba032.large_.jpg\"  alt=\"\"  \/><\/figure>\n\n\n\n\n<p  class=\"\">\nCRM\u3092\u9078\u3076\u969b\u306b\u306f\u3001\u6599\u91d1\u30fb\u6a5f\u80fd\u3001\u9867\u5ba2\u7ba1\u7406\u306e\u65b9\u5f0f\u306f\u3082\u3061\u308d\u3093\u3001\u81ea\u793e\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u3082\u306e\u304b\u3069\u3046\u304b\u304c\u91cd\u8981\u3067\u3059\u3002<b  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