{"id":6426,"date":"2025-04-11T11:56:19","date_gmt":"2025-04-11T02:56:19","guid":{"rendered":"https:\/\/blog.since2020.jp\/?p=6426"},"modified":"2025-04-11T11:56:19","modified_gmt":"2025-04-11T02:56:19","slug":"crm_glossary","status":"publish","type":"post","link":"https:\/\/since2020.jp\/media\/crm_glossary\/","title":{"rendered":"\u3010\u6700\u65b0\u30c8\u30ec\u30f3\u30c9\u3068\u72ec\u81ea\u8996\u70b9\u3067\u5fb9\u5e95\u89e3\u8aac\u3011\u30d3\u30b8\u30cd\u30b9\u6210\u9577\u3092\u52a0\u901f\u3059\u308bCRM\u306e\u672c\u8cea\u3068\u672a\u6765"},"content":{"rendered":"\n<p>CRM\u306e\u57fa\u672c\u6982\u5ff5\u304b\u3089\u5fdc\u7528\u5206\u91ce\u3001\u30e1\u30ea\u30c3\u30c8\u30fb\u30c7\u30e1\u30ea\u30c3\u30c8\u3001\u5c06\u6765\u5c55\u671b\u307e\u3067\u3092\u521d\u5fc3\u8005\u5411\u3051\u306b\u308f\u304b\u308a\u3084\u3059\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002CRM\u3092\u6df1\u304f\u7406\u89e3\u3057\u3001\u5b9f\u969b\u306e\u30d3\u30b8\u30cd\u30b9\u3084\u7814\u7a76\u306b\u5f79\u7acb\u3066\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n<h2>0. \u306f\u3058\u3081\u306b\uff1a\u306a\u305c\u4eca\u300cCRM\u300d\u304c\u6ce8\u76ee\u3055\u308c\u3066\u3044\u308b\u306e\u304b<\/h2>\n<p>\u8fd1\u5e74\u3001\u591a\u304f\u306e\u4f01\u696d\u304c\u300c\u9867\u5ba2\u91cd\u8996\u306e\u7d4c\u55b6\u300d\u3078\u3068\u30b7\u30d5\u30c8\u3059\u308b\u4e2d\u3067\u3001<strong>CRM\uff08Customer Relationship Management\uff09\u306e\u91cd\u8981\u6027\u304c\u6539\u3081\u3066\u898b\u76f4\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u305f\u3068\u3048\u3070\u3001Salesforce\u304c\u516c\u8868\u3057\u3066\u3044\u308b\u30c7\u30fc\u30bf\u306b\u3088\u308c\u3070\u3001\u9069\u5207\u306aCRM\u3092\u5c0e\u5165\u3057\u305f\u4f01\u696d\u306f\u30ea\u30fc\u30c9\u8ee2\u63db\u7387\u304c\u6700\u592730%\u5411\u4e0a<\/strong>\u3059\u308b\u3068\u5831\u544a\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001NTT\u30c7\u30fc\u30bf\u306a\u3069\u5404\u7a2e\u8abf\u67fb\u6a5f\u95a2\u306e\u30ec\u30dd\u30fc\u30c8\u304b\u3089\u3082\u3001CRM\u3092\u6d3b\u7528\u3059\u308b\u4f01\u696d\u306f\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3084\u30af\u30ed\u30b9\u30bb\u30eb\u30fb\u30a2\u30c3\u30d7\u30bb\u30eb\u306e\u52b9\u7387\u5316\u3067\u6210\u679c\u3092\u4e0a\u3052\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002<\/p>\r\n<p>\u3057\u304b\u3057\u5b9f\u969b\u306b\u306f\u3001\u300cCRM\u3063\u3066\u805e\u3044\u305f\u3053\u3068\u306f\u3042\u308b\u3051\u3069\u3001\u5177\u4f53\u7684\u306b\u4f55\u3092\u3059\u308c\u3070\u3044\u3044\u306e\uff1f\u300d\u300cSFA\u3084MA\u3068\u306e\u9055\u3044\u306f\uff1f\u300d\u300c\u5c0e\u5165\u8cbb\u7528\u3082\u4e0d\u5b89\u3060\u3057\u3001\u4f55\u304b\u3089\u59cb\u3081\u308c\u3070\u3044\u3044\u304b\u308f\u304b\u3089\u306a\u3044\u300d\u3068\u3044\u3046\u60a9\u307f\u3092\u6301\u3064\u65b9\u304c\u5c11\u306a\u304f\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u3053\u3067\u672c\u8a18\u4e8b\u3067\u306f\u3001<strong>\u6700\u65b0\u4e8b\u4f8b\u3084\u30c8\u30ec\u30f3\u30c9\u3092\u4ea4\u3048\u306a\u304c\u3089\u3001CRM\u306e\u672c\u8cea\u3068\u5b9f\u8df5\u65b9\u6cd5\u3001\u3055\u3089\u306b\u306f\u672a\u6765\u306b\u5411\u3051\u305f\u5c55\u671b<\/strong>\u3092\u308f\u304b\u308a\u3084\u3059\u304f\u6398\u308a\u4e0b\u3052\u307e\u3059\u3002<\/p>\r\n<p>\u672c\u8a18\u4e8b\u3092\u8aad\u3081\u3070\u3001\u5358\u306a\u308b\u7528\u8a9e\u89e3\u8aac\u306b\u3068\u3069\u307e\u3089\u305a\u3001<strong>\u30d3\u30b8\u30cd\u30b9\u306e\u6226\u7565\u7684\u306a\u89b3\u70b9\u304b\u3089CRM\u3092\u3069\u3046\u6d3b\u7528\u3057\u3001\u5c06\u6765\u7684\u306b\u3069\u306e\u3088\u3046\u306a\u6069\u6075\u3092\u5f97\u3089\u308c\u308b\u306e\u304b<\/strong>\u304c\u30af\u30ea\u30a2\u306b\u306a\u308b\u306f\u305a\u3067\u3059\u3002\u305c\u3072\u6700\u5f8c\u307e\u3067\u3054\u89a7\u304f\u3060\u3055\u3044\u3002<\/p>\r\n<p><!-- notionvc: 23cfa0e5-cf05-4ffc-b82c-3ccf5fac3f54 --><\/p>\n\n<h2>1. CRM\u306e\u57fa\u672c\u6982\u5ff5\uff1a\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u6027\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u610f\u5473<\/h2>\n<b>1-1. CRM\u3068\u306f\u4f55\u304b<\/b>\r\n<ul>\r\n\t<li><strong>CRM\uff08Customer Relationship Management\uff09<\/strong>\u306f\u3001\u65e5\u672c\u8a9e\u3067\u300c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u300d\u3068\u8a33\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u4f01\u696d\u3068\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3084\u53d6\u5f15\u5c65\u6b74\u3001\u554f\u3044\u5408\u308f\u305b\u5bfe\u5fdc\u306a\u3069\u306e\u63a5\u70b9\u60c5\u5831\u3092\u96c6\u7d04\u30fb\u5206\u6790\u3057\u3001<strong>\u9577\u671f\u7684\u306a\u4fe1\u983c\u95a2\u4fc2\u3092\u7bc9\u304f<\/strong>\u305f\u3081\u306e\u6226\u7565\u3084\u30b7\u30b9\u30c6\u30e0\u3092\u6307\u3057\u307e\u3059\u3002<\/li>\r\n<\/ul>\r\n<p>\u300c\u305f\u3060\u306e\u30c7\u30fc\u30bf\u7ba1\u7406\u300d\u300c\u9ad8\u984d\u306a\u30c4\u30fc\u30eb\u3092\u5165\u308c\u308b\u3060\u3051\u300d\u3068\u3044\u3046\u8aa4\u89e3\u3082\u3042\u308a\u307e\u3059\u304c\u3001\u771f\u306eCRM\u306f<strong>\u4f01\u696d\u6587\u5316\u3084\u7d44\u7e54\u4f53\u5236\u305d\u306e\u3082\u306e\u3092\u9867\u5ba2\u4e2d\u5fc3\u3078\u5909\u9769\u3059\u308b<\/strong>\u5305\u62ec\u7684\u306a\u6982\u5ff5\u3067\u3059\u3002\u9867\u5ba2\u306e\u58f0\u3092\u5438\u3044\u4e0a\u3052\u3001\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u63d0\u6848\u3084\u30b5\u30dd\u30fc\u30c8\u3092\u884c\u3046\u3053\u3068\u3067\u3001<strong>\u9ad8\u3044\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3<\/strong>\u3092\u751f\u307f\u51fa\u3057\u3001\u9577\u671f\u7684\u306b\u306f\u53ce\u76ca\u5897\u52a0\u3078\u3068\u3064\u306a\u3052\u307e\u3059\u3002<\/p>\r\n<b>1-2. \u306a\u305c\u4eca\u300c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u300d\u304c\u91cd\u8981\u8996\u3055\u308c\u308b\u306e\u304b<\/b>\r\n<ul>\r\n\t<li><strong>\u5e02\u5834\u306e\u6210\u719f\u5316<\/strong>: \u65b0\u898f\u9867\u5ba2\u306e\u7372\u5f97\u30b3\u30b9\u30c8\u304c\u4e0a\u6607\u3057\u3001\u65e2\u5b58\u9867\u5ba2\u3092\u5927\u5207\u306b\u3059\u308b\u3053\u3068\u306e\u91cd\u8981\u5ea6\u304c\u9ad8\u307e\u3063\u305f\u3002<\/li>\r\n\t<li><strong>\u60c5\u5831\u904e\u591a\u3068\u9867\u5ba2\u884c\u52d5\u306e\u5909\u5316<\/strong>: \u53e3\u30b3\u30df\u30b5\u30a4\u30c8\u3084SNS\u306e\u666e\u53ca\u306b\u3088\u308a\u3001\u9867\u5ba2\u304c\u7c21\u5358\u306b\u6bd4\u8f03\u691c\u8a0e\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002\u4f01\u696d\u306f\u3088\u308a\u8fc5\u901f\u304b\u3064\u7684\u78ba\u306b\u9867\u5ba2\u5bfe\u5fdc\u3057\u306a\u3051\u308c\u3070\u9078\u3070\u308c\u306b\u304f\u3044\u6642\u4ee3\u306b\u3002<\/li>\r\n\t<li><strong>\u9577\u671f\u7684\u8996\u70b9\u3067\u306e\u4fe1\u983c\u69cb\u7bc9<\/strong>: \u4e00\u5ea6\u306e\u53d6\u5f15\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff08LTV\uff09\u3092\u91cd\u8996\u3057\u3001\u7d99\u7d9a\u7684\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u80b2\u3080\u624b\u6bb5\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u3066\u3044\u308b\u3002<\/li>\r\n<\/ul>\r\n<p>\u3053\u3046\u3057\u305f\u80cc\u666f\u304b\u3089\u3001<strong>\u4f01\u696d\u304c\u9867\u5ba2\u3068\u306e\u63a5\u70b9\u3092\u3069\u3046\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3059\u308b\u304b<\/strong>\u304c\u3001\u30d3\u30b8\u30cd\u30b9\u6210\u9577\u306e\u30ab\u30ae\u3092\u63e1\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\r\n<p><!-- notionvc: 52235ff4-0cd2-433f-b59b-efa3c05dac14 --><\/p>\n\n<h2>2. CRM\u304c\u3082\u305f\u3089\u3059\u5177\u4f53\u7684\u30e1\u30ea\u30c3\u30c8\u3068\u5c0e\u5165\u306e\u30cf\u30fc\u30c9\u30eb<\/h2>\n<b>2-1. CRM\u5c0e\u5165\u306b\u3088\u308b\u30e1\u30ea\u30c3\u30c8<\/b>\r\n<ol>\r\n\t<li>\r\n<p><strong>\u9867\u5ba2\u6e80\u8db3\u5ea6\u30fb\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a<\/strong><\/p>\r\n<p>\u8cfc\u8cb7\u5c65\u6b74\u3084\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74\u3092\u3082\u3068\u306b\u3001\u9867\u5ba2\u306e\u55dc\u597d\u3084\u8ab2\u984c\u3092\u628a\u63e1\u3057\u3001<strong>\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u5bfe\u5fdc<\/strong>\u304c\u5b9f\u73fe\u3002\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u76f4\u7d50\u3059\u308b\u3002<\/p>\r\n<\/li>\r\n\t<li>\r\n<p><strong>\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u52b9\u7387\u5316<\/strong><\/p>\r\n<p>\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff08SFA\uff09\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff08MA\uff09\u3068\u9023\u643a\u3059\u308b\u3053\u3068\u3067\u3001\u5546\u8ac7\u306e\u512a\u5148\u5ea6\u4ed8\u3051\u3084\u30ea\u30fc\u30c9\u30ca\u30fc\u30c1\u30e3\u30ea\u30f3\u30b0\u304c\u30b9\u30e0\u30fc\u30ba\u306b\u306a\u308a\u3001<strong>\u751f\u7523\u6027\u3092\u5927\u5e45\u306b\u5411\u4e0a<\/strong>\u3002<\/p>\r\n<\/li>\r\n\t<li>\r\n<p><strong>\u30c7\u30fc\u30bf\u30c9\u30ea\u30d6\u30f3\u306a\u610f\u601d\u6c7a\u5b9a<\/strong><\/p>\r\n<p>\u96c6\u7a4d\u3055\u308c\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3057\u3001\u6b63\u78ba\u306a\u9700\u8981\u4e88\u6e2c\u3084\u52b9\u679c\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3092\u7acb\u6848\u3002\u4f01\u696d\u5168\u4f53\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u5e95\u4e0a\u3052\u3067\u304d\u308b\u3002<\/p>\r\n<\/li>\r\n\t<li>\r\n<p><strong>\u90e8\u9580\u9593\u9023\u643a\u306e\u5f37\u5316<\/strong><\/p>\r\n<p>\u55b6\u696d\u30fb\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306a\u3069\u8907\u6570\u90e8\u9580\u304c\u540c\u3058\u9867\u5ba2\u60c5\u5831\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u3067\u3001\u90e8\u7f72\u9593\u306e\u30b5\u30a4\u30ed\u5316\u3092\u9632\u304e\u3001<strong>\u7d44\u7e54\u5168\u4f53\u3067\u9867\u5ba2\u306b\u5411\u304d\u5408\u3048\u308b\u4f53\u5236<\/strong>\u304c\u69cb\u7bc9\u3055\u308c\u308b\u3002<\/p>\r\n<\/li>\r\n<\/ol>\r\n<b>2-2. CRM\u5c0e\u5165\u306e\u30cf\u30fc\u30c9\u30eb\u3068\u5931\u6557\u30d1\u30bf\u30fc\u30f3<\/b>\r\n<ul>\r\n\t<li><strong>\u521d\u671f\u30b3\u30b9\u30c8\u30fb\u904b\u7528\u30b3\u30b9\u30c8\u306e\u554f\u984c<\/strong>\u9ad8\u6a5f\u80fd\u306aCRM\u307b\u3069\u5c0e\u5165\u8cbb\u7528\u304c\u5927\u304d\u304f\u3001\u3055\u3089\u306b\u904b\u7528\u306b\u5fc5\u8981\u306a\u4eba\u6750\u30fb\u6559\u80b2\u30b3\u30b9\u30c8\u3082\u767a\u751f\u3059\u308b\u3002<\/li>\r\n\t<li><strong>\u30c4\u30fc\u30eb\u5c0e\u5165\u306e\u307f\u3067\u7d42\u308f\u3063\u3066\u3057\u307e\u3046<\/strong>\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3057\u3066\u6e80\u8db3\u3057\u3066\u3057\u307e\u3044\u3001\u5b9f\u969b\u306e\u904b\u7528\u5b9a\u7740\u3084KPI\u8a2d\u5b9a\u304c\u4e0d\u5341\u5206\u306a\u30b1\u30fc\u30b9\u306f\u591a\u3044\u3002<\/li>\r\n\t<li><strong>\u30c7\u30fc\u30bf\u306e\u8cea\u3068\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u4e0d\u8db3<\/strong>\u5165\u529b\u30df\u30b9\u3084\u5c5e\u4eba\u7684\u306a\u7ba1\u7406\u4f53\u5236\u306b\u3088\u308a\u3001<strong>\u6b63\u78ba\u306a\u30c7\u30fc\u30bf\u304c\u84c4\u7a4d\u3055\u308c\u306a\u3044<\/strong>\u3068\u5206\u6790\u306e\u4fe1\u983c\u6027\u304c\u4e0b\u304c\u308b\u3002<\/li>\r\n\t<li><strong>\u7d44\u7e54\u6587\u5316\u306e\u5909\u9769\u304c\u9032\u307e\u306a\u3044<\/strong>\u90e8\u9580\u9593\u9023\u643a\u3084\u9867\u5ba2\u5fd7\u5411\u306e\u5b9a\u7740\u306b\u306f\u3001\u30c8\u30c3\u30d7\u30c0\u30a6\u30f3\u3067\u306e\u65b9\u91dd\u8ee2\u63db\u3068\u793e\u54e1\u6559\u80b2\u304c\u4e0d\u53ef\u6b20\u3002\u3053\u308c\u304c\u4e0d\u5341\u5206\u3060\u3068\u5f62\u9ab8\u5316\u3057\u304c\u3061\u3002<\/li>\r\n<\/ul>\r\n<p>CRM\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001<strong>\u6226\u7565\u7684\u306a\u5c0e\u5165\u8a08\u753b\u3084\u7d44\u7e54\u6539\u9769\u306e\u8996\u70b9\u304c\u5fc5\u8981<\/strong>\u3067\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\u306f\u3042\u304f\u307e\u3067\u624b\u6bb5\u3067\u3042\u308a\u3001<strong>\u4f01\u696d\u6587\u5316\u306e\u5909\u9769\u30fb\u30c7\u30fc\u30bf\u7ba1\u7406\u306e\u5fb9\u5e95\u30fb\u90e8\u9580\u9023\u643a\u306e\u4fc3\u9032<\/strong>\u306a\u3069\u591a\u9762\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u6b20\u304b\u305b\u307e\u305b\u3093\u3002<\/p>\r\n<p><!-- notionvc: 5f985521-6d50-42d7-b368-99cee37a7667 --><\/p>\n\n<h2>3. SFA\u30fbMA\u3068\u306e\u9055\u3044\uff1a\u52b9\u679c\u7684\u306b\u9023\u643a\u3055\u305b\u308b\u30dd\u30a4\u30f3\u30c8<\/h2>\n<b>3-1. SFA\u3068CRM\u306e\u9055\u3044<\/b>\r\n<ul>\r\n\t<li><strong>SFA\uff08Sales Force Automation\uff09<\/strong>\u4e3b\u306b\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u30fb\u7ba1\u7406\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u4ed5\u7d44\u307f\u3002\u9867\u5ba2\u8a2a\u554f\u5c65\u6b74\u3084\u898b\u7a4d\u30fb\u5951\u7d04\u7ba1\u7406\u306a\u3069\u3001<strong>\u55b6\u696d\u62c5\u5f53\u8005\u306e\u884c\u52d5\u52b9\u7387\u3092\u9ad8\u3081\u308b<\/strong>\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3084\u6a5f\u80fd\u304c\u4e2d\u5fc3\u3002<\/li>\r\n\t<li><strong>CRM\uff08Customer Relationship Management\uff09<\/strong>\u4f01\u696d\u304c\u9867\u5ba2\u3068\u95a2\u308f\u308b\u5168\u30d7\u30ed\u30bb\u30b9\uff08\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u55b6\u696d\u3001\u30b5\u30dd\u30fc\u30c8\u306a\u3069\uff09\u3092\u4e00\u5143\u7ba1\u7406\u3057\u3001<strong>\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a\u3092\u76ee\u6307\u3059<\/strong>\u3002\u8996\u91ce\u304c\u3088\u308a\u5e83\u3044\u3002<\/li>\r\n<\/ul>\r\n<p>\u591a\u304f\u306e\u4f01\u696d\u3067\u306f\u3001<strong>SFA\u3092CRM\u306e\u4e00\u90e8\u6a5f\u80fd\u3068\u3057\u3066\u5c0e\u5165<\/strong>\u3057\u3066\u304a\u308a\u3001\u55b6\u696d\u7279\u5316\u578b\u306e\u6a5f\u80fd\u3092\u5f37\u5316\u3057\u3064\u3064\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3084\u30b5\u30dd\u30fc\u30c8\u90e8\u7f72\u3082\u540c\u3058\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3092\u53c2\u7167\u3059\u308b\u5f62\u304c\u4e3b\u6d41\u3067\u3059\u3002<\/p>\r\n<b>3-2. MA\u3068CRM\u306e\u9055\u3044<\/b>\r\n<ul>\r\n\t<li><strong>MA\uff08Marketing Automation\uff09<\/strong>\u898b\u8fbc\u307f\u9867\u5ba2\uff08\u30ea\u30fc\u30c9\uff09\u306e\u7372\u5f97\u304b\u3089\u80b2\u6210\u3001\u305d\u3057\u3066\u8cfc\u8cb7\u306b\u81f3\u308b\u307e\u3067\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u4ed5\u7d44\u307f\u3002\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001Web\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3001\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306a\u3069\u3001<strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u52b9\u7387\u5316\u3059\u308b<\/strong>\u6a5f\u80fd\u304c\u8c4a\u5bcc\u3002<\/li>\r\n\t<li><strong>CRM<\/strong>\u4e00\u65b9\u3067CRM\u306f\u3001\u8cfc\u8cb7\u5f8c\u306e\u30b5\u30dd\u30fc\u30c8\u3084\u30a2\u30c3\u30d7\u30bb\u30eb\u30fb\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3082\u542b\u3081\u3066\u9577\u671f\u7684\u306b\u7ba1\u7406\u3059\u308b\u3002<\/li>\r\n<\/ul>\r\n<b>3-3. \u9023\u643a\u306e\u6700\u9069\u5316\uff1a\u5168\u793e\u8996\u70b9\u3067\u9867\u5ba2\u3092\u6349\u3048\u308b<\/b>\r\n<p>SFA\u3084MA\u306f\u3001\u305d\u308c\u305e\u308c\u55b6\u696d\u90e8\u9580\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u90e8\u9580\u3092\u652f\u3048\u308b\u5c02\u7528\u30c4\u30fc\u30eb\u3068\u3057\u3066<strong>\u9ad8\u3044\u5c02\u9580\u6027<\/strong>\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u305d\u308c\u305e\u308c\u304c\u30d0\u30e9\u30d0\u30e9\u306b\u904b\u7528\u3055\u308c\u308b\u3068\u3001\u300c\u55b6\u696d\u3068\u30de\u30fc\u30b1\u3067\u9867\u5ba2\u60c5\u5831\u304c\u5206\u65ad\u3055\u308c\u308b\u300d\u306a\u3069\u306e\u554f\u984c\u304c\u751f\u3058\u307e\u3059\u3002<\/p>\r\n<p>\u305d\u3053\u3067\u3001<strong>CRM\u3092\u4e0a\u4f4d\u6982\u5ff5<\/strong>\u3068\u3057\u3066SFA\u30fbMA\u3068\u9023\u643a\u3057\u3001\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u671b\u307e\u3057\u3044\u3067\u3059\u3002\u5168\u793e\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066CRM\u3092\u6d3b\u7528\u3057\u3001\u305d\u306e\u4e2d\u306bSFA\u3084MA\u306e\u30c7\u30fc\u30bf\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001<strong>\u9867\u5ba2\u306e\u30c7\u30b8\u30bf\u30eb\u884c\u52d5\u304b\u3089\u5bfe\u9762\u55b6\u696d\u3067\u306e\u3084\u308a\u53d6\u308a\u3001\u8cfc\u5165\u5f8c\u306e\u30b5\u30dd\u30fc\u30c8\u5c65\u6b74\u307e\u3067<\/strong>\u3092\u3072\u3068\u3064\u306e\u30b9\u30c8\u30fc\u30ea\u30fc\u3068\u3057\u3066\u628a\u63e1\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\r\n<p><!-- notionvc: 674388f0-2523-44dc-b626-7c46d68e0fa1 --><\/p>\n\n<h2>4. \u6700\u65b0\u306e\u6d3b\u7528\u4f8b\uff1a\u30af\u30e9\u30a6\u30c9\u578bCRM\u304b\u3089AI\u9023\u643a\u307e\u3067<\/h2>\n<b>4-1. \u30af\u30e9\u30a6\u30c9\u578bCRM\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u578bCRM<\/b>\r\n<b>\u30af\u30e9\u30a6\u30c9\u578bCRM<\/b>\r\n<ul>\r\n\t<li><strong>\u5c0e\u5165\u30b3\u30b9\u30c8\u306e\u4f4e\u6e1b<\/strong>\uff1a\u521d\u671f\u6295\u8cc7\u304c\u6291\u3048\u3089\u308c\u3001\u5fc5\u8981\u306a\u6a5f\u80fd\u3092\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u5f62\u5f0f\u3067\u5229\u7528\u3002<\/li>\r\n\t<li><strong>\u67d4\u8edf\u306a\u62e1\u5f35\u6027<\/strong>\uff1a\u5229\u7528\u30e6\u30fc\u30b6\u30fc\u6570\u3084\u6a5f\u80fd\u3092\u67d4\u8edf\u306b\u62e1\u5f35\u3057\u3084\u3059\u3044\u3002<\/li>\r\n\t<li><strong>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306a\u66f4\u65b0\u30fb\u4fdd\u5b88<\/strong>\uff1a\u30d0\u30fc\u30b8\u30e7\u30f3\u30a2\u30c3\u30d7\u3084\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u3092\u30d9\u30f3\u30c0\u30fc\u5074\u304c\u5bfe\u5fdc\u3002<\/li>\r\n<\/ul>\r\n<b>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u578bCRM<\/b>\r\n<ul>\r\n\t<li><strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027<\/strong>\uff1a\u81ea\u793e\u30b5\u30fc\u30d0\u30fc\u306b\u8a2d\u7f6e\u3059\u308b\u305f\u3081\u3001\u9ad8\u5ea6\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8981\u4ef6\u3084\u7d30\u304b\u3044\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306b\u5bfe\u5fdc\u3057\u3084\u3059\u3044\u3002<\/li>\r\n\t<li><strong>\u521d\u671f\u30b3\u30b9\u30c8\u3068\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u8ca0\u8377<\/strong>\uff1a\u30b5\u30fc\u30d0\u30fc\u69cb\u7bc9\u3084\u4fdd\u5b88\u7ba1\u7406\u306b\u30b3\u30b9\u30c8\u3068\u5c02\u9580\u77e5\u8b58\u304c\u5fc5\u8981\u3002<\/li>\r\n<\/ul>\r\n<p>\u4e16\u754c\u7684\u306b\u898b\u308b\u3068\u3001<strong>\u30af\u30e9\u30a6\u30c9\u578bCRM\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u306f\u5e74\u3005\u62e1\u5927<\/strong>\u3057\u3066\u304a\u308a\u3001Salesforce\u3084Microsoft Dynamics 365\u3001Oracle\u3001SAP\u306a\u3069\u306e\u4e3b\u8981\u30d9\u30f3\u30c0\u30fc\u3082\u30af\u30e9\u30a6\u30c9\u5bfe\u5fdc\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u7279\u306b<strong>\u4e2d\u5c0f\u4f01\u696d\u3084\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7<\/strong>\u3067\u306f\u3001\u30b9\u30d4\u30fc\u30c9\u611f\u3068\u30b3\u30b9\u30c8\u9762\u304b\u3089\u30af\u30e9\u30a6\u30c9\u578b\u3092\u9078\u3076\u30b1\u30fc\u30b9\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\r\n<b>4-2. AI\u3084\u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u3068\u306e\u9023\u643a<\/b>\r\n<p>NTT\u30c7\u30fc\u30bf\u306a\u3069\u304c\u767a\u4fe1\u3059\u308b\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u4eca\u5f8c\u306eCRM\u306f<strong>AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u3084\u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u89e3\u6790<\/strong>\u3068\u306e\u9023\u643a\u304c\u4e00\u5c64\u9032\u3080\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\r\n<ul>\r\n\t<li><strong>\u30ec\u30b3\u30e1\u30f3\u30c7\u30fc\u30b7\u30e7\u30f3<\/strong>\u904e\u53bb\u306e\u8cfc\u8cb7\u5c65\u6b74\u3084\u884c\u52d5\u30c7\u30fc\u30bf\u3092\u3082\u3068\u306b\u3001AI\u304c\u81ea\u52d5\u7684\u306b\u6700\u9069\u306a\u5546\u54c1\u3084\u60c5\u5831\u3092\u63d0\u6848\u3002EC\u30b5\u30a4\u30c8\u3084\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u306e\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u306a\u3069\u3067\u9855\u8457\u3002<\/li>\r\n\t<li><strong>\u4e88\u6e2c\u5206\u6790<\/strong>\u9867\u5ba2\u306e\u89e3\u7d04\u4e88\u6e2c\u30e2\u30c7\u30eb\u3092\u4f5c\u6210\u3057\u3001\u96e2\u53cd\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u9867\u5ba2\u3078\u5148\u624b\u3092\u6253\u3064\u65bd\u7b56\u3092\u5c55\u958b\u3002LTV\u6700\u5927\u5316\u306e\u305f\u3081\u306e\u624b\u6bb5\u3068\u3057\u3066\u6709\u52b9\u3002<\/li>\r\n\t<li><strong>\u81ea\u7136\u8a00\u8a9e\u51e6\u7406<\/strong>\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3084SNS\u6295\u7a3f\u3092\u89e3\u6790\u3057\u3001\u4f01\u696d\u30a4\u30e1\u30fc\u30b8\u3084\u6f5c\u5728\u30cb\u30fc\u30ba\u3092\u53ef\u8996\u5316\u3002\u30b9\u30d4\u30fc\u30c7\u30a3\u30fc\u306a\u8ab2\u984c\u628a\u63e1\u306b\u5f79\u7acb\u3064\u3002<\/li>\r\n<\/ul>\r\n<p>\u3053\u306e\u3088\u3046\u306b\u3001<strong>AI\u30fb\u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u00d7CRM<\/strong>\u3068\u3044\u3046\u304b\u305f\u3061\u3067\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c\u878d\u5408\u3057\u3001\u9867\u5ba2\u4f53\u9a13\u306e\u8cea\u304c\u98db\u8e8d\u7684\u306b\u5411\u4e0a\u3059\u308b\u6d41\u308c\u306f\u4eca\u5f8c\u3082\u52a0\u901f\u3057\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u3002<\/p>\r\n<p><!-- notionvc: 4a4ef745-29eb-4b6c-9eb8-0930367d747b --><\/p>\n\n<h2>5. CRM\u5c0e\u5165\u30fb\u904b\u7528\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\uff1a\u30d5\u30a7\u30fc\u30ba\u5225\u306e\u30dd\u30a4\u30f3\u30c8<\/h2>\n<b>5-1. \u30d5\u30a7\u30fc\u30ba1\uff1a\u8981\u4ef6\u5b9a\u7fa9\u3068\u76ee\u6a19\u8a2d\u5b9a<\/b>\r\n<ol>\r\n\t<li><strong>KPI\u3084KGI\u306e\u660e\u78ba\u5316<\/strong>\u4f8b\uff09\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092XX\uff05\u5411\u4e0a\u3001\u96e2\u53cd\u7387\u3092XX\uff05\u524a\u6e1b\u3001\u55b6\u696d\u52b9\u7387\u3092XX\uff05\u5411\u4e0a\u306a\u3069\u3001\u5b9a\u91cf\u7684\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3002<\/li>\r\n\t<li><strong>\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3068\u306e\u5408\u610f\u5f62\u6210<\/strong>\u7d4c\u55b6\u5c64\u30fb\u73fe\u5834\u62c5\u5f53\u8005\u30fbIT\u90e8\u9580\u306a\u3069\u3001\u5168\u54e1\u304c<strong>\u5171\u901a\u306e\u30b4\u30fc\u30eb<\/strong>\u3092\u8a8d\u8b58\u3057\u3001\u5fc5\u8981\u306a\u30ea\u30bd\u30fc\u30b9\u3092\u6d17\u3044\u51fa\u3059\u3002<\/li>\r\n\t<li><strong>\u30b7\u30b9\u30c6\u30e0\u8981\u4ef6\u3068\u904b\u7528\u30b7\u30ca\u30ea\u30aa\u306e\u6574\u7406<\/strong>\u65e2\u5b58\u306e\u696d\u52d9\u30d5\u30ed\u30fc\u3092\u68da\u5378\u3057\u3057\u3001\u300c\u3069\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u3069\u3046\u6539\u5584\u3059\u308b\u304b\u300d\u3092\u5177\u4f53\u5316\u3059\u308b\u3002<\/li>\r\n<\/ol>\r\n<b>5-2. \u30d5\u30a7\u30fc\u30ba2\uff1a\u30b7\u30b9\u30c6\u30e0\u9078\u5b9a\u3068\u5c0e\u5165\u6e96\u5099<\/b>\r\n<ol>\r\n\t<li><strong>\u30af\u30e9\u30a6\u30c9\u578b or \u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u578b\u306e\u5224\u65ad<\/strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30dd\u30ea\u30b7\u30fc\u3001\u793e\u5185\u30ea\u30bd\u30fc\u30b9\u3001\u62e1\u5f35\u6027\u306a\u3069\u3092\u8003\u616e\u3057\u6700\u9069\u306a\u65b9\u6cd5\u3092\u691c\u8a0e\u3002<\/li>\r\n\t<li><strong>\u5fc5\u8981\u6a5f\u80fd\u306e\u9078\u5225<\/strong>\u30c7\u30e2\u3084\u30c8\u30e9\u30a4\u30a2\u30eb\u3092\u6d3b\u7528\u3057\u3001<strong>\u5b9f\u969b\u306e\u73fe\u5834\u3067\u4f7f\u3048\u308b\u304b<\/strong>\u3092\u78ba\u8a8d\u3002\u904e\u5270\u306a\u6a5f\u80fd\u3092\u5165\u308c\u904e\u304e\u308b\u3068\u6df7\u4e71\u306e\u539f\u56e0\u306b\u3002<\/li>\r\n\t<li><strong>\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u30af\u30ec\u30f3\u30b8\u30f3\u30b0<\/strong>\u91cd\u8907\u30ec\u30b3\u30fc\u30c9\u3084\u8aa4\u5b57\u8131\u5b57\u3092\u6574\u7406\u3057\u3001<strong>\u54c1\u8cea\u306e\u9ad8\u3044\u30c7\u30fc\u30bf\u3092\u79fb\u884c<\/strong>\u3059\u308b\u3053\u3068\u304c\u3001\u5f8c\u3005\u306e\u904b\u7528\u3092\u5186\u6ed1\u306b\u3059\u308b\u9375\u3002<\/li>\r\n<\/ol>\r\n<b>5-3. \u30d5\u30a7\u30fc\u30ba3\uff1a\u904b\u7528\u958b\u59cb\u3068\u30c1\u30e5\u30fc\u30cb\u30f3\u30b0<\/b>\r\n<ol>\r\n\t<li><strong>\u5b9a\u671f\u7684\u306a\u632f\u308a\u8fd4\u308a\u3068\u30e6\u30fc\u30b6\u30fc\u6559\u80b2<\/strong>\u793e\u5185\u3067CRM\u6d3b\u7528\u304c\u9032\u3093\u3067\u3044\u308b\u304b\u3092\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3057\u3001\u904b\u7528\u4e0a\u306e\u8ab2\u984c\u3084\u8981\u671b\u3092\u65e9\u671f\u306b\u5438\u3044\u4e0a\u3052\u308b\u3002<\/li>\r\n\t<li><strong>\u5206\u6790\u7d50\u679c\u3092\u73fe\u5834\u306b\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af<\/strong>\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u5206\u6790\u7d50\u679c\u3092\u30ec\u30dd\u30fc\u30c8\u5316\u3057\u3001\u55b6\u696d\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u610f\u601d\u6c7a\u5b9a\u306b\u6d3b\u304b\u3059\u30b5\u30a4\u30af\u30eb\u3092\u69cb\u7bc9\u3002<\/li>\r\n\t<li><strong>KPI\u9054\u6210\u5ea6\u306e\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/strong>\u8a2d\u5b9a\u3057\u305fKPI\u3092\u5b9a\u671f\u7684\u306b\u30ec\u30d3\u30e5\u30fc\u3057\u3001\u72b6\u6cc1\u306b\u5fdc\u3058\u3066\u904b\u7528\u65b9\u6cd5\u3084\u30c4\u30fc\u30eb\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u9032\u3081\u308b\u3002<\/li>\r\n<\/ol>\r\n<p><!-- notionvc: 9f8c12f3-b985-4401-b77b-b6875b715149 --><\/p>\n\n<h2>6. \u4eca\u5f8c\u306e\u5c55\u671b\uff1a\u30c7\u30fc\u30bf\u6d3b\u7528\u304b\u3089\u300c\u4eba\u9593\u6027\u300d\u306e\u5f37\u5316\u3078<\/h2>\n<b>6-1. \u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u3055\u3089\u306a\u308b\u591a\u69d8\u5316<\/b>\r\n<p>\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3084\u30a6\u30a7\u30a2\u30e9\u30d6\u30eb\u7aef\u672b\u3001IoT\u6a5f\u5668\u306a\u3069\u3001\u65b0\u305f\u306a\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u304c\u5897\u52a0\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u304c\u4f01\u696d\u3068\u63a5\u70b9\u3092\u6301\u3064\u30c1\u30e3\u30cd\u30eb\u306f\u5897\u3048\u3001\u591a\u69d8\u5316\u3057\u3066\u3044\u307e\u3059\u3002<strong>\u30aa\u30e0\u30cb\u30c1\u30e3\u30cd\u30eb\u5316<\/strong>\u306e\u9032\u884c\u306b\u3088\u308a\u3001CRM\u304c\u6271\u3046\u30c7\u30fc\u30bf\u306e\u91cf\u30fb\u7a2e\u985e\u306f\u3055\u3089\u306b\u62e1\u5927\u3057\u3001<strong>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u5206\u6790<\/strong>\u304c\u6c42\u3081\u3089\u308c\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\r\n<b>6-2. \u30c7\u30b8\u30bf\u30eb\u00d7\u4eba\u9593\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30a2\u30d7\u30ed\u30fc\u30c1<\/b>\r\n<p>\u305f\u3060\u3057\u3001\u30c7\u30b8\u30bf\u30eb\u5316\u304c\u9032\u3080\u4e00\u65b9\u3067\u3001\u300c\u4eba\u9593\u3089\u3057\u3055\u300d\u3084\u300c\u30d1\u30fc\u30bd\u30ca\u30eb\u306a\u63a5\u89e6\u300d\u3092\u6c42\u3081\u308b\u30cb\u30fc\u30ba\u3082\u4f9d\u7136\u3068\u3057\u3066\u6839\u5f37\u3044\u3053\u3068\u304c\u5404\u7a2e\u8abf\u67fb\u304b\u3089\u3046\u304b\u304c\u3048\u307e\u3059\u3002\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u304c\u666e\u53ca\u3057\u3066\u3082\u3001<strong>\u6700\u7d42\u7684\u306b\u306f\u4eba\u9593\u306e\u7e4a\u7d30\u306a\u5bfe\u5fdc\u304c\u6c7a\u3081\u624b<\/strong>\u306b\u306a\u308b\u5834\u9762\u3082\u591a\u3044\u3067\u3059\u3002<\/p>\r\n<ul>\r\n\t<li><strong>\u30c7\u30b8\u30bf\u30eb\u3067\u52b9\u7387\u5316\u3057\u3064\u3064\u3001\u9867\u5ba2\u63a5\u70b9\u306e\u8cea\u3092\u9ad8\u3081\u308b<\/strong>AI\u304c\u4e00\u6b21\u5bfe\u5fdc\u3092\u884c\u3044\u3001<strong>\u8907\u96d1\u306a\u554f\u984c\u3084\u611f\u60c5\u9762\u306e\u30b1\u30a2\u304c\u5fc5\u8981\u306a\u5834\u5408\u306b\u4eba\u9593\u306e\u30b5\u30dd\u30fc\u30c8<\/strong>\u3078\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u5207\u308a\u66ff\u3048\u308b\u3002<\/li>\r\n\t<li><strong>\u300c\u4eba\u9593\u3092\u7406\u89e3\u3059\u308bAI\u300d\u3092\u80b2\u3066\u308b<\/strong>\u81ea\u7136\u8a00\u8a9e\u51e6\u7406\u3084\u611f\u60c5\u5206\u6790\u6280\u8853\u3092\u4f7f\u3044\u3001\u9867\u5ba2\u306e\u611f\u60c5\u306b\u5bc4\u308a\u6dfb\u3063\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u73fe\u3059\u308b\u3002<\/li>\r\n<\/ul>\r\n<b>6-3. \u30a8\u30b7\u30ab\u30eb\u8996\u70b9\u3084\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77\u3078\u306e\u5bfe\u5fdc<\/b>\r\n<p>\u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u6642\u4ee3\u306b\u304a\u3044\u3066\u306f\u3001<strong>\u500b\u4eba\u60c5\u5831\u3084\u30c7\u30fc\u30bf\u6d3b\u7528\u306e\u900f\u660e\u6027<\/strong>\u304c\u307e\u3059\u307e\u3059\u91cd\u8996\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u3068\u306e\u4fe1\u983c\u95a2\u4fc2\u3092\u640d\u306a\u308f\u306a\u3044\u3088\u3046\u3001\u4ee5\u4e0b\u306e\u70b9\u306b\u3082\u7559\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\r\n<ul>\r\n\t<li><strong>\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u898f\u5236\u306e\u9806\u5b88\uff08GDPR, CCPA\u306a\u3069\uff09<\/strong><\/li>\r\n\t<li><strong>\u9069\u5207\u306a\u30aa\u30d7\u30c8\u30a4\u30f3\u30fb\u30aa\u30d7\u30c8\u30a2\u30a6\u30c8\u30d7\u30ed\u30bb\u30b9<\/strong><\/li>\r\n\t<li><strong>\u30c7\u30fc\u30bf\u306e\u533f\u540d\u5316\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56<\/strong><\/li>\r\n<\/ul>\r\n<p>\u5358\u306b\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u30fb\u5206\u6790\u3059\u308c\u3070\u3044\u3044\u308f\u3051\u3067\u306f\u306a\u304f\u3001\u300c\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u5f97\u306a\u304c\u3089\u3069\u3046\u6d3b\u7528\u3059\u308b\u304b\u300d\u304c\u4f01\u696d\u7af6\u4e89\u529b\u3092\u5de6\u53f3\u3059\u308b\u6642\u4ee3\u3067\u3059\u3002<\/p>\r\n<p><!-- notionvc: 6e9e80b8-3b3d-48e5-bd6b-7199bb1213e6 --><\/p>\n\n<h2>7. \u307e\u3068\u3081\uff1a\u6210\u529f\u3059\u308bCRM\u6226\u7565\u3068\u7d99\u7d9a\u7684\u306a\u6539\u5584<\/h2>\n<p>\u672c\u8a18\u4e8b\u3067\u306f\u3001CRM\u306e\u57fa\u672c\u6982\u5ff5\u304b\u3089\u5177\u4f53\u7684\u306a\u5c0e\u5165\u30b9\u30c6\u30c3\u30d7\u3001SFA\u30fbMA\u3068\u306e\u9055\u3044\u3001\u3055\u3089\u306b\u306f\u6700\u65b0\u4e8b\u4f8b\u3084\u4eca\u5f8c\u306e\u5c55\u671b\u307e\u3067\u3092\u5305\u62ec\u7684\u306b\u89e3\u8aac\u3057\u307e\u3057\u305f\u3002\u6539\u3081\u3066\u91cd\u8981\u306a\u30dd\u30a4\u30f3\u30c8\u3092\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\r\n<ol>\r\n\t<li>**CRM\u306e\u672c\u8cea\u306f\u300c\u4f01\u696d\u6587\u5316\u306e\u9867\u5ba2\u5fd7\u5411\u5316\u300d**\u30c4\u30fc\u30eb\u5c0e\u5165\u3060\u3051\u3067\u306a\u304f\u3001\u7d44\u7e54\u5168\u4f53\u306e\u30de\u30a4\u30f3\u30c9\u30bb\u30c3\u30c8\u3084\u696d\u52d9\u30d5\u30ed\u30fc\u3092\u9867\u5ba2\u4e2d\u5fc3\u306b\u518d\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002<\/li>\r\n\t<li><strong>SFA\u30fbMA\u3068\u306e\u9023\u643a\u3067\u90e8\u9580\u9593\u306e\u60c5\u5831\u65ad\u7d76\u3092\u9632\u304e\u3001\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b<\/strong>\u5168\u793e\u6a2a\u65ad\u3067\u7d71\u4e00\u3055\u308c\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3092\u6d3b\u7528\u3057\u3001\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30b5\u30dd\u30fc\u30c8\u304c\u9023\u643a\u3059\u308b\u3002<\/li>\r\n\t<li><strong>\u30af\u30e9\u30a6\u30c9\u6d3b\u7528\u3084AI\u9023\u643a\u3067\u62e1\u5f35\u6027\u3092\u9ad8\u3081\u3001\u6700\u65b0\u306e\u9867\u5ba2\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u308b<\/strong>\u6642\u4ee3\u3068\u3068\u3082\u306b\u5909\u5316\u3059\u308b\u9867\u5ba2\u884c\u52d5\u306b\u5408\u308f\u305b\u3066\u3001\u67d4\u8edf\u306b\u30b7\u30b9\u30c6\u30e0\u3092\u62e1\u5f35\u30fb\u6539\u5584\u3059\u308b\u3002<\/li>\r\n\t<li><strong>\u5c0e\u5165\u30d5\u30a7\u30fc\u30ba\u3054\u3068\u306b\u660e\u78ba\u306a\u76ee\u6a19\u8a2d\u5b9a\u3068\u7d99\u7d9a\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u304c\u6210\u529f\u306e\u30ab\u30ae<\/strong>\u30c7\u30fc\u30bf\u54c1\u8cea\u3084\u30e6\u30fc\u30b6\u30fc\u6559\u80b2\u3092\u6020\u3089\u305a\u3001\u5e38\u306b\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3057\u7d9a\u3051\u308b\u3053\u3068\u3067\u6700\u5927\u52b9\u679c\u3092\u767a\u63ee\u3002<\/li>\r\n\t<li><strong>\u30c7\u30b8\u30bf\u30eb\u6280\u8853\u3060\u3051\u3067\u306a\u304f\u3001\u4eba\u9593\u3089\u3057\u3055\u3084\u4fe1\u983c\u69cb\u7bc9\u304cCRM\u306e\u672c\u5f53\u306e\u4fa1\u5024<\/strong>AI\u6642\u4ee3\u3060\u304b\u3089\u3053\u305d\u3001\u5bfe\u9762\u63a5\u5ba2\u3084\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u3067\u306e\u201c\u4eba\u7684\u30b1\u30a2\u201d\u304c\u5dee\u5225\u5316\u8981\u7d20\u3068\u306a\u308b\u3002<\/li>\r\n<\/ol>\r\n<p><strong>CRM\u306f\u3042\u304f\u307e\u3067\u300c\u9053\u5177\u300d\u3067\u3042\u308a\u3001\u305d\u308c\u3092\u3069\u306e\u3088\u3046\u306a\u76ee\u7684\u3068\u30d3\u30b8\u30e7\u30f3\u3092\u3082\u3063\u3066\u4f7f\u3044\u3053\u306a\u3059\u304b\u304c\u9375<\/strong>\u3067\u3059\u3002\u6700\u65b0\u306e\u7d71\u8a08\u30c7\u30fc\u30bf\u3084\u4e8b\u4f8b\u3092\u8e0f\u307e\u3048\u306a\u304c\u3089\u3001\u7686\u3055\u3093\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u5408\u3063\u305f\u5f62\u3067\u6709\u52b9\u6d3b\u7528\u3059\u308c\u3070\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3084\u751f\u7523\u6027\u306e\u5411\u4e0a\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u6069\u6075\u304c\u3082\u305f\u3089\u3055\u308c\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\r\n<p>\u6700\u5f8c\u306b\u3001CRM\u306e\u904b\u7528\u306b\u304a\u3044\u3066\u306f\u3001<strong>\u300c\u7d99\u7d9a\u7684\u306a\u6539\u5584\u300d\u3068\u300c\u9867\u5ba2\u306e\u58f0\u3078\u306e\u771f\u646f\u306a\u5411\u304d\u5408\u3044\u300d<\/strong>\u304c\u6b20\u304b\u305b\u307e\u305b\u3093\u3002\u5b9a\u671f\u7684\u306b\u30c7\u30fc\u30bf\u3092\u898b\u76f4\u3057\u3001\u6700\u65b0\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3084\u30c8\u30ec\u30f3\u30c9\u3092\u53d6\u308a\u5165\u308c\u306a\u304c\u3089\u904b\u7528\u30eb\u30fc\u30eb\u3092\u5fae\u8abf\u6574\u3059\u308b\u3053\u3068\u3067\u3001\u5e38\u306b\u9867\u5ba2\u306e\u671f\u5f85\u3092\u4e0a\u56de\u308b\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u7d9a\u3051\u3089\u308c\u307e\u3059\u3002\u305c\u3072\u3001\u4eca\u56de\u3054\u7d39\u4ecb\u3057\u305f\u30dd\u30a4\u30f3\u30c8\u3092\u53c2\u8003\u306b\u3001\u8cb4\u793e\u306eCRM\u6226\u7565\u3092\u3088\u308a\u9ad8\u5ea6\u306a\u3082\u306e\u3078\u3068\u9032\u5316\u3055\u305b\u3066\u307f\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\r\n<p><!-- notionvc: bbbe26b9-1610-42d8-9b1a-6e8356115682 --><\/p>","protected":false},"excerpt":{"rendered":"<p>CRM\u306e\u57fa\u672c\u6982\u5ff5\u304b\u3089\u5fdc\u7528\u5206\u91ce\u3001\u30e1\u30ea\u30c3\u30c8\u30fb\u30c7\u30e1\u30ea\u30c3\u30c8\u3001\u5c06\u6765\u5c55\u671b\u307e\u3067\u3092\u521d\u5fc3\u8005\u5411\u3051\u306b\u308f\u304b\u308a\u3084\u3059\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002CRM\u3092\u6df1\u304f\u7406\u89e3\u3057\u3001\u5b9f\u969b\u306e\u30d3\u30b8\u30cd\u30b9\u3084\u7814\u7a76\u306b\u5f79\u7acb\u3066\u307e\u3057\u3087\u3046\u3002 0. \u306f\u3058\u3081\u306b\uff1a\u306a\u305c\u4eca\u300cCRM\u300d\u304c\u6ce8\u76ee\u3055\u308c\u3066\u3044\u308b\u306e\u304b \u8fd1\u5e74 [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":6418,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","swell_btn_cv_data":"","footnotes":"","_wp_rev_ctl_limit":""},"categories":[1249],"tags":[594,33],"class_list":["post-6426","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-knowledge","tag-crm","tag-33"],"_links":{"self":[{"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/posts\/6426","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/comments?post=6426"}],"version-history":[{"count":1,"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/posts\/6426\/revisions"}],"predecessor-version":[{"id":6482,"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/posts\/6426\/revisions\/6482"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/media\/6418"}],"wp:attachment":[{"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/media?parent=6426"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/categories?post=6426"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/since2020.jp\/media\/wp-json\/wp\/v2\/tags?post=6426"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}