{"id":6426,"date":"2025-04-11T11:56:19","date_gmt":"2025-04-11T02:56:19","guid":{"rendered":"https:\/\/blog.since2020.jp\/?p=6426"},"modified":"2026-08-28T16:55:18","modified_gmt":"2026-08-28T07:55:18","slug":"crm_glossary","status":"publish","type":"post","link":"https:\/\/since2020.jp\/media\/crm_glossary\/","title":{"rendered":"\u30102026\u5e74\u6700\u65b0\u7248\u3011\u30d3\u30b8\u30cd\u30b9\u6210\u9577\u3092\u52a0\u901f\u3059\u308bCRM\u3068\u306f\uff1f\u6700\u65b0\u30c8\u30ec\u30f3\u30c9\u30fbAI\u6d3b\u7528\u30fb\u5c0e\u5165\u65b9\u6cd5\u3092\u5fb9\u5e95\u89e3\u8aac"},"content":{"rendered":"\n

CRM\u306e\u57fa\u672c\u6982\u5ff5\u304b\u3089\u3001SFA\u30fbMA\u3068\u306e\u9055\u3044\u3001\u5c0e\u5165\u30e1\u30ea\u30c3\u30c8\u3001AI\u30fb\u30c7\u30fc\u30bf\u6d3b\u7528\u306e\u6700\u65b0\u30c8\u30ec\u30f3\u30c9\u3001\u5c0e\u5165\u30fb\u904b\u7528\u306e\u30dd\u30a4\u30f3\u30c8\u3001\u4eca\u5f8c\u306e\u5c55\u671b\u307e\u3067\u3092\u521d\u5fc3\u8005\u5411\u3051\u306b\u308f\u304b\u308a\u3084\u3059\u304f\u89e3\u8aac\u3057\u307e\u3059\u30022026\u5e74\u306eCRM\u306f\u3001\u5358\u306a\u308b\u9867\u5ba2\u60c5\u5831\u7ba1\u7406\u30c4\u30fc\u30eb\u304b\u3089\u3001\u751f\u6210AI\u3084AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306b\u3088\u3063\u3066\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u3092\u6a2a\u65ad\u7684\u306b\u652f\u63f4\u3059\u308b\u300c\u9867\u5ba2\u63a5\u70b9\u306e\u57fa\u76e4\u300d\u3078\u3068\u9032\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n

\u8fd1\u5e74\u3001\u591a\u304f\u306e\u4f01\u696d\u304c\u300c\u9867\u5ba2\u4e2d\u5fc3\u300d\u306e\u7d4c\u55b6\u3078\u3068\u30b7\u30d5\u30c8\u3059\u308b\u306a\u304b\u3001CRM\uff08Customer Relationship Management\uff09\u306e\u91cd\u8981\u6027\u304c\u6539\u3081\u3066\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\u305d\u306e\u80cc\u666f\u306b\u306f\u3001\u9867\u5ba2\u63a5\u70b9\u306e\u30c7\u30b8\u30bf\u30eb\u5316\u3001\u7af6\u4e89\u6fc0\u5316\u3001\u9867\u5ba2\u30cb\u30fc\u30ba\u306e\u591a\u69d8\u5316\u306b\u52a0\u3048\u3001\u751f\u6210AI\u3084AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u6025\u901f\u306a\u666e\u53ca\u304c\u3042\u308a\u307e\u3059\u3002Gartner\u306f\u3001\u9867\u5ba2\u4f53\u9a13\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406\u5206\u91ce\u3078\u306e\u652f\u51fa\u304c2029\u5e74\u307e\u3067\u5e74\u5e73\u574714.4\uff05\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3057\u3066\u304a\u308a\u3001\u305d\u306e\u4e3b\u8981\u306a\u8981\u56e0\u306e\u4e00\u3064\u3068\u3057\u3066\u751f\u6210AI\u3084AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u6319\u3052\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\u307e\u305f\u30012026\u5e74\u306e\u55b6\u696d\u9818\u57df\u3067\u306fAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u6d3b\u7528\u304c\u6025\u901f\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002Salesforce\u306e\u8abf\u67fb\u3067\u306f\u3001\u4e16\u754c22\u30ab\u56fd\u30fb4,050\u4eba\u4ee5\u4e0a\u3092\u5bfe\u8c61\u3068\u3057\u305f\u8abf\u67fb\u306b\u304a\u3044\u3066\u3001\u55b6\u696d\u7d44\u7e54\u306e87\uff05\u304c\u4f55\u3089\u304b\u306eAI\u3092\u5229\u7528\u3057\u3066\u304a\u308a\u300154\uff05\u304cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u5229\u7528\u3057\u305f\u7d4c\u9a13\u304c\u3042\u308b\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u65e5\u672c\u306e\u55b6\u696d\u62c5\u5f53\u8005\u3082\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306b\u3088\u3063\u3066\u8abf\u67fb\u6642\u9593\u309230\uff05\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u4f5c\u6210\u6642\u9593\u309231\uff05\u524a\u6e1b\u3067\u304d\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\u3064\u307e\u308a\u3001\u73fe\u5728\u306eCRM\u306f\u300c\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u5b58\u3059\u308b\u5834\u6240\u300d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u84c4\u7a4d\u3057\u305f\u30c7\u30fc\u30bf\u3092AI\u3067\u7406\u89e3\u3057\u3001\u6b21\u306b\u53d6\u308b\u3079\u304d\u30a2\u30af\u30b7\u30e7\u30f3\u307e\u3067\u63d0\u793a\u30fb\u5b9f\u884c\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3059\u308b\u305f\u3081\u306e\u7d4c\u55b6\u57fa\u76e4\u3078\u3068\u5909\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\u672c\u8a18\u4e8b\u3067\u306f\u3001CRM\u306e\u57fa\u672c\u304b\u3089\u6700\u65b0\u306eAI\u6d3b\u7528\u3001\u5c0e\u5165\u65b9\u6cd5\u3001\u305d\u3057\u3066\u3053\u308c\u304b\u3089\u306eCRM\u6226\u7565\u307e\u3067\u3092\u4f53\u7cfb\u7684\u306b\u89e3\u8aac\u3057\u307e\u3059\u3002<\/span><\/p>\n

<\/p>\n

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

1-1. CRM\u3068\u306f\u4f55\u304b<\/b><\/p>\n

CRM\uff08Customer Relationship Management\uff09\u306f\u3001\u65e5\u672c\u8a9e\u3067\u306f\u300c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u300d\u3068\u8a33\u3055\u308c\u307e\u3059\u3002\u9867\u5ba2\u306e\u57fa\u672c\u60c5\u5831\u3060\u3051\u3067\u306a\u304f\u3001\u8cfc\u8cb7\u5c65\u6b74\u3001\u554f\u3044\u5408\u308f\u305b\u3001\u55b6\u696d\u6d3b\u52d5\u3001Web\u4e0a\u306e\u884c\u52d5\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3078\u306e\u53cd\u5fdc\u306a\u3069\u3001\u4f01\u696d\u3068\u9867\u5ba2\u306e\u3055\u307e\u3056\u307e\u306a\u63a5\u70b9\u3092\u7d71\u5408\u3057\u3066\u7ba1\u7406\u30fb\u5206\u6790\u3059\u308b\u8003\u3048\u65b9\u3067\u3059\u3002<\/p>\n

\u91cd\u8981\u306a\u306e\u306f\u3001CRM\u3092\u5358\u306a\u308b\u300c\u9867\u5ba2\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u300d\u3068\u6349\u3048\u306a\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u672c\u6765\u306eCRM\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u3082\u3068\u306b\u300c\u8ab0\u306b\u3001\u3044\u3064\u3001\u4f55\u3092\u63d0\u6848\u3059\u308b\u306e\u304b\u300d\u300c\u3069\u306e\u9867\u5ba2\u3092\u512a\u5148\u3057\u3066\u30d5\u30a9\u30ed\u30fc\u3059\u308b\u306e\u304b\u300d\u300c\u3069\u306e\u3088\u3046\u306a\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308c\u3070\u7d99\u7d9a\u5229\u7528\u306b\u3064\u306a\u304c\u308b\u306e\u304b\u300d\u3092\u5224\u65ad\u3057\u3001\u5b9f\u969b\u306e\u696d\u52d9\u3078\u53cd\u6620\u3059\u308b\u305f\u3081\u306e\u4ed5\u7d44\u307f\u3067\u3059\u3002<\/p>\n

\u3055\u3089\u306b2026\u5e74\u306eCRM\u3067\u306f\u3001\u751f\u6210AI\u3084AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u30c7\u30fc\u30bf\u5206\u6790\u3084\u55b6\u696d\u652f\u63f4\u3001\u554f\u3044\u5408\u308f\u305b\u5bfe\u5fdc\u306a\u3069\u3092\u62c5\u3046\u3088\u3046\u306b\u306a\u308a\u3001CRM\u305d\u306e\u3082\u306e\u304c\u300c\u8a18\u9332\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u300d\u304b\u3089\u300c\u5224\u65ad\u3068\u884c\u52d5\u3092\u652f\u63f4\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u300d\u3078\u5909\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

1-2. \u306a\u305c\u4eca\u300c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u300d\u304c\u91cd\u8981\u8996\u3055\u308c\u308b\u306e\u304b<\/b><\/p>\n

\u7b2c\u4e00\u306e\u7406\u7531\u306f\u3001\u9867\u5ba2\u63a5\u70b9\u304c\u8907\u96d1\u5316\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002Web\u30b5\u30a4\u30c8\u3001SNS\u3001EC\u3001\u5e97\u8217\u3001\u30e1\u30fc\u30eb\u3001\u30c1\u30e3\u30c3\u30c8\u3001\u96fb\u8a71\u306a\u3069\u3001\u9867\u5ba2\u304c\u4f01\u696d\u3068\u63a5\u3059\u308b\u30c1\u30e3\u30cd\u30eb\u306f\u5897\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u7b2c\u4e8c\u306e\u7406\u7531\u306f\u3001\u9867\u5ba2\u306e\u671f\u5f85\u5024\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u540c\u3058\u9867\u5ba2\u304c\u8907\u6570\u306e\u30c1\u30e3\u30cd\u30eb\u3092\u5229\u7528\u3059\u308b\u73fe\u5728\u3001\u30c1\u30e3\u30cd\u30eb\u3054\u3068\u306b\u7570\u306a\u308b\u60c5\u5831\u3092\u6e21\u3057\u305f\u308a\u3001\u904e\u53bb\u306e\u554f\u3044\u5408\u308f\u305b\u3092\u628a\u63e1\u3057\u3066\u3044\u306a\u304b\u3063\u305f\u308a\u3059\u308b\u3068\u3001\u9867\u5ba2\u4f53\u9a13\u304c\u5927\u304d\u304f\u640d\u306a\u308f\u308c\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u7b2c\u4e09\u306e\u7406\u7531\u304cAI\u306e\u666e\u53ca\u3067\u3059\u3002AI\u3092\u6d3b\u7528\u3059\u308b\u306b\u306f\u3001\u9867\u5ba2\u60c5\u5831\u304c\u6b63\u3057\u304f\u7d71\u5408\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002Gartner\u3082\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092CRM\u3078\u7d44\u307f\u8fbc\u3080\u305f\u3081\u306b\u306f\u3001AI\u304c\u6271\u3048\u308b\u54c1\u8cea\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6574\u5099\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3060\u3068\u6307\u6458\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001CRM\u306f\u300c\u9867\u5ba2\u3092\u77e5\u308b\u305f\u3081\u306e\u4ed5\u7d44\u307f\u300d\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001\u300cAI\u3092\u30d3\u30b8\u30cd\u30b9\u3067\u6d3b\u7528\u3059\u308b\u305f\u3081\u306e\u30c7\u30fc\u30bf\u57fa\u76e4\u300d\u3068\u3057\u3066\u3082\u91cd\u8981\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

<\/p>\n

2. CRM\u304c\u3082\u305f\u3089\u3059\u5177\u4f53\u7684\u30e1\u30ea\u30c3\u30c8\u3068\u5c0e\u5165\u306e\u30cf\u30fc\u30c9\u30eb<\/h2>\n

2-1. CRM\u5c0e\u5165\u306b\u3088\u308b\u30e1\u30ea\u30c3\u30c8<\/b><\/p>\n

CRM\u306e\u4ee3\u8868\u7684\u306a\u30e1\u30ea\u30c3\u30c8\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3092\u4e00\u5143\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u7406\u89e3\u306e\u7cbe\u5ea6\u3092\u9ad8\u3081\u3089\u308c\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u8cfc\u8cb7\u5c65\u6b74\u3084\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74\u3001Web\u884c\u52d5\u306a\u3069\u3092\u7d44\u307f\u5408\u308f\u305b\u308c\u3070\u3001\u9867\u5ba2\u3054\u3068\u306e\u30cb\u30fc\u30ba\u3092\u628a\u63e1\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u30e1\u30fc\u30eb\u914d\u4fe1\u3084\u5546\u54c1\u63d0\u6848\u3001\u55b6\u696d\u30d5\u30a9\u30ed\u30fc\u306a\u3069\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u304c\u540c\u3058\u9867\u5ba2\u60c5\u5831\u3092\u53c2\u7167\u3067\u304d\u308b\u305f\u3081\u3001\u90e8\u9580\u9593\u306e\u60c5\u5831\u5206\u65ad\u3082\u89e3\u6d88\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u3055\u3089\u306bAI\u3092\u7d44\u307f\u5408\u308f\u305b\u308c\u3070\u3001\u904e\u53bb\u306e\u30c7\u30fc\u30bf\u304b\u3089\u8cfc\u5165\u78ba\u7387\u3084\u89e3\u7d04\u30ea\u30b9\u30af\u3092\u4e88\u6e2c\u3057\u305f\u308a\u3001\u55b6\u696d\u62c5\u5f53\u8005\u5411\u3051\u306b\u5546\u8ac7\u60c5\u5831\u3092\u8981\u7d04\u3057\u305f\u308a\u3001\u554f\u3044\u5408\u308f\u305b\u3078\u306e\u56de\u7b54\u6848\u3092\u751f\u6210\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002<\/p>\n

2026\u5e74\u306eSalesforce\u8abf\u67fb\u3067\u306f\u3001AI\u3092\u5229\u7528\u3059\u308b\u55b6\u696d\u62c5\u5f53\u8005\u306e89\uff05\u304c\u300c\u9867\u5ba2\u7406\u89e3\u304c\u6df1\u307e\u308b\u300d\u3068\u56de\u7b54\u3057\u3066\u3044\u307e\u3059\u3002CRM\u306b\u84c4\u7a4d\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3068AI\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u5358\u306a\u308b\u696d\u52d9\u52b9\u7387\u5316\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u7406\u89e3\u305d\u306e\u3082\u306e\u3092\u9ad8\u5ea6\u5316\u3067\u304d\u308b\u70b9\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n

<\/p>\n

2-2. CRM\u5c0e\u5165\u306e\u30cf\u30fc\u30c9\u30eb\u3068\u5931\u6557\u30d1\u30bf\u30fc\u30f3<\/b><\/p>\n

\u4e00\u65b9\u3001CRM\u306f\u5c0e\u5165\u3059\u308c\u3070\u81ea\u52d5\u7684\u306b\u6210\u679c\u304c\u51fa\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u4ee3\u8868\u7684\u306a\u5931\u6557\u306f\u3001\u300c\u9ad8\u6a5f\u80fd\u306a\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3057\u305f\u3082\u306e\u306e\u3001\u73fe\u5834\u3067\u4f7f\u308f\u308c\u306a\u3044\u300d\u3068\u3044\u3046\u30b1\u30fc\u30b9\u3067\u3059\u3002\u5165\u529b\u9805\u76ee\u304c\u591a\u3059\u304e\u305f\u308a\u3001\u65e2\u5b58\u696d\u52d9\u3088\u308a\u64cd\u4f5c\u304c\u8907\u96d1\u3060\u3063\u305f\u308a\u3059\u308b\u3068\u3001\u73fe\u5834\u304cCRM\u3078\u306e\u5165\u529b\u3092\u8ca0\u62c5\u306b\u611f\u3058\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30c7\u30fc\u30bf\u54c1\u8cea\u3082\u91cd\u8981\u3067\u3059\u3002\u9867\u5ba2\u60c5\u5831\u304c\u91cd\u8907\u3057\u3066\u3044\u305f\u308a\u3001\u5165\u529b\u30eb\u30fc\u30eb\u304c\u90e8\u9580\u3054\u3068\u306b\u7570\u306a\u3063\u305f\u308a\u3059\u308b\u3068\u3001\u5206\u6790\u7d50\u679c\u306e\u4fe1\u983c\u6027\u304c\u4f4e\u4e0b\u3057\u307e\u3059\u3002<\/p>\n

AI\u6642\u4ee3\u306b\u306f\u3001\u3053\u306e\u554f\u984c\u304c\u3055\u3089\u306b\u91cd\u8981\u306b\u306a\u308a\u307e\u3059\u3002AI\u304c\u3069\u308c\u3060\u3051\u9ad8\u5ea6\u3067\u3082\u3001\u5143\u3068\u306a\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u53e4\u3044\u3001\u6b20\u640d\u3057\u3066\u3044\u308b\u3001\u5206\u65ad\u3055\u308c\u3066\u3044\u308b\u3068\u3001\u671f\u5f85\u3059\u308b\u7d50\u679c\u3092\u5f97\u3089\u308c\u307e\u305b\u3093\u3002<\/p>\n

CRM\u5c0e\u5165\u306e\u6210\u529f\u6761\u4ef6\u306f\u300c\u9ad8\u6a5f\u80fd\u306a\u88fd\u54c1\u3092\u9078\u3076\u3053\u3068\u300d\u3067\u306f\u306a\u304f\u3001\u300c\u76ee\u7684\u3092\u660e\u78ba\u306b\u3057\u3001\u73fe\u5834\u3067\u7d99\u7d9a\u5229\u7528\u3067\u304d\u308b\u30c7\u30fc\u30bf\u3068\u696d\u52d9\u30d7\u30ed\u30bb\u30b9\u3092\u4f5c\u308b\u3053\u3068\u300d\u3067\u3059\u3002<\/p>\n

<\/p>\n

3. SFA\u30fbMA\u3068\u306e\u9055\u3044\uff1a\u52b9\u679c\u7684\u306b\u9023\u643a\u3055\u305b\u308b\u30dd\u30a4\u30f3\u30c8<\/h2>\n

3-1. SFA\u3068CRM\u306e\u9055\u3044<\/b><\/p>\n

SFA\uff08Sales Force Automation\uff09\u306f\u3001\u55b6\u696d\u6d3b\u52d5\u306e\u52b9\u7387\u5316\u30fb\u53ef\u8996\u5316\u3092\u4e3b\u306a\u76ee\u7684\u3068\u3057\u307e\u3059\u3002\u5546\u8ac7\u7ba1\u7406\u3001\u55b6\u696d\u6d3b\u52d5\u5c65\u6b74\u3001\u6848\u4ef6\u306e\u9032\u6357\u3001\u58f2\u4e0a\u4e88\u6e2c\u306a\u3069\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u7279\u5316\u3057\u305f\u6a5f\u80fd\u304c\u4e2d\u5fc3\u3067\u3059\u3002<\/p>\n

\u4e00\u65b9\u3001CRM\u306f\u55b6\u696d\u3060\u3051\u3067\u306a\u304f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u3001\u5951\u7d04\u5f8c\u306e\u30d5\u30a9\u30ed\u30fc\u306a\u3069\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5168\u4f53\u3092\u7ba1\u7406\u3059\u308b\u8003\u3048\u65b9\u3067\u3059\u3002<\/p>\n

\u305f\u3060\u3057\u3001\u73fe\u5728\u306e\u30af\u30e9\u30a6\u30c9\u578bCRM\u3067\u306fSFA\u6a5f\u80fd\u304cCRM\u30b9\u30a4\u30fc\u30c8\u306e\u4e00\u90e8\u3068\u3057\u3066\u63d0\u4f9b\u3055\u308c\u308b\u30b1\u30fc\u30b9\u3082\u591a\u304f\u3001\u300cCRM\u3068SFA\u3092\u5b8c\u5168\u306b\u5225\u306e\u30b7\u30b9\u30c6\u30e0\u300d\u3068\u8003\u3048\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

3-2. MA\u3068CRM\u306e\u9055\u3044<\/b><\/p>\n

MA\uff08Marketing Automation\uff09\u306f\u3001\u898b\u8fbc\u307f\u9867\u5ba2\u306e\u7372\u5f97\u30fb\u80b2\u6210\u3092\u52b9\u7387\u5316\u3059\u308b\u305f\u3081\u306e\u4ed5\u7d44\u307f\u3067\u3059\u3002\u30e1\u30fc\u30eb\u914d\u4fe1\u3001Web\u884c\u52d5\u306e\u5206\u6790\u3001\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306a\u3069\u304c\u4ee3\u8868\u7684\u306a\u6a5f\u80fd\u3067\u3059\u3002<\/p>\n

CRM\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u3088\u3063\u3066\u7372\u5f97\u3057\u305f\u9867\u5ba2\u60c5\u5831\u3092\u55b6\u696d\u3084\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u306b\u3064\u306a\u304e\u3001\u305d\u306e\u5f8c\u306e\u7d99\u7d9a\u5229\u7528\u3084\u30a2\u30c3\u30d7\u30bb\u30eb\u3001\u30af\u30ed\u30b9\u30bb\u30eb\u307e\u3067\u542b\u3081\u3066\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002<\/p>\n

\u3057\u305f\u304c\u3063\u3066\u3001MA\u3067\u300c\u898b\u8fbc\u307f\u9867\u5ba2\u3092\u80b2\u3066\u300d\u3001SFA\u3067\u300c\u5546\u8ac7\u3092\u9032\u3081\u300d\u3001CRM\u3067\u300c\u9867\u5ba2\u3068\u306e\u9577\u671f\u7684\u306a\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u300d\u3068\u3044\u3046\u9023\u643a\u304c\u57fa\u672c\u7684\u306a\u8003\u3048\u65b9\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

<\/p>\n

3-3. \u9023\u643a\u306e\u6700\u9069\u5316\uff1a\u5168\u793e\u8996\u70b9\u3067\u9867\u5ba2\u3092\u6349\u3048\u308b<\/b><\/p>\n

CRM\u6d3b\u7528\u3067\u91cd\u8981\u306a\u306e\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u5897\u3084\u3059\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u3092\u4e00\u3064\u306e\u30b9\u30c8\u30fc\u30ea\u30fc\u3068\u3057\u3066\u6349\u3048\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u5e83\u544a\u3092\u898b\u305f\u3001Web\u30b5\u30a4\u30c8\u3092\u8a2a\u554f\u3057\u305f\u3001\u8cc7\u6599\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3057\u305f\u3001\u55b6\u696d\u3068\u5546\u8ac7\u3057\u305f\u3001\u5546\u54c1\u3092\u8cfc\u5165\u3057\u305f\u3001\u554f\u3044\u5408\u308f\u305b\u3092\u3057\u305f\u3001\u3068\u3044\u3063\u305f\u60c5\u5831\u3092\u3064\u306a\u3052\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u304c\u3069\u306e\u3088\u3046\u306a\u7d4c\u8def\u3067\u8cfc\u5165\u3057\u3001\u305d\u306e\u5f8c\u3069\u306e\u3088\u3046\u306a\u884c\u52d5\u3092\u53d6\u3063\u305f\u306e\u304b\u3092\u628a\u63e1\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u300c\u9867\u5ba2360\u5ea6\u30d3\u30e5\u30fc\u300d\u304c\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3084AI\u6d3b\u7528\u306e\u57fa\u790e\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

<\/p>\n

4. \u6700\u65b0\u306e\u6d3b\u7528\u4f8b\uff1a\u30af\u30e9\u30a6\u30c9\u578bCRM\u304b\u3089AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u307e\u3067<\/h2>\n

4-1. \u30af\u30e9\u30a6\u30c9\u578bCRM\u304c\u4e3b\u6d41\u306b\u306a\u3063\u305f\u7406\u7531<\/b>
<\/b><\/p>\n

\u73fe\u5728\u306eCRM\u5e02\u5834\u3067\u306f\u30af\u30e9\u30a6\u30c9\u578b\u304c\u4e2d\u5fc3\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9CRM\u306f\u30b5\u30fc\u30d0\u30fc\u3092\u81ea\u793e\u3067\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u3001\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3084\u4fdd\u5b88\u3082\u30d9\u30f3\u30c0\u30fc\u5074\u304c\u62c5\u3046\u305f\u3081\u3001\u5c0e\u5165\u30fb\u62e1\u5f35\u3057\u3084\u3059\u3044\u70b9\u304c\u30e1\u30ea\u30c3\u30c8\u3067\u3059\u3002<\/p>\n

\u4ee3\u8868\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u3068\u3057\u3066\u3001Salesforce\u3001Microsoft Dynamics 365\u3001HubSpot\u3001Oracle\u3001SAP\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<\/p>\n

\u4e00\u65b9\u3001\u53b3\u683c\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8981\u4ef6\u3084\u7279\u6b8a\u306a\u696d\u52d9\u8981\u4ef6\u3092\u6301\u3064\u4f01\u696d\u3067\u306f\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3084\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u74b0\u5883\u3092\u542b\u3081\u305f\u69cb\u6210\u304c\u691c\u8a0e\u3055\u308c\u308b\u5834\u5408\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n

2025\u5e74\u306eCRM\u5e02\u5834\u306f\u7af6\u4e89\u304c\u3055\u3089\u306b\u6fc0\u3057\u304f\u306a\u3063\u3066\u304a\u308a\u3001Gartner\u306b\u3088\u308c\u3070\u3001AI\u306e\u5c0e\u5165\u3084\u30af\u30e9\u30a6\u30c9\u79fb\u884c\u306b\u3088\u3063\u3066\u5e02\u5834\u304c\u62e1\u5927\u3059\u308b\u4e00\u65b9\u3001\u7279\u5b9a\u306e\u5927\u624b\u30d9\u30f3\u30c0\u30fc\u3060\u3051\u306b\u96c6\u4e2d\u305b\u305a\u3001\u591a\u6570\u306e\u30b5\u30fc\u30d3\u30b9\u3078\u6210\u9577\u304c\u5206\u6563\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

4-2. \u751f\u6210AI\u30fbAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3068\u306e\u9023\u643a<\/b><\/p>\n

2026\u5e74\u306eCRM\u3092\u8a9e\u308b\u3046\u3048\u3067\u6b20\u304b\u305b\u306a\u3044\u306e\u304cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3067\u3059\u3002<\/p>\n

\u5f93\u6765\u306eAI\u306f\u300c\u8cea\u554f\u306b\u7b54\u3048\u308b\u300d\u300c\u6587\u7ae0\u3092\u751f\u6210\u3059\u308b\u300d\u3068\u3044\u3063\u305f\u652f\u63f4\u304c\u4e2d\u5fc3\u3067\u3057\u305f\u3002AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u305d\u3053\u304b\u3089\u4e00\u6b69\u9032\u307f\u3001CRM\u4e0a\u306e\u60c5\u5831\u3092\u3082\u3068\u306b\u9867\u5ba2\u3092\u8abf\u67fb\u3057\u3001\u6b21\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u63d0\u6848\u3057\u305f\u308a\u3001\u5834\u5408\u306b\u3088\u3063\u3066\u306f\u30e1\u30fc\u30eb\u4f5c\u6210\u3084\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306a\u3069\u306e\u696d\u52d9\u3092\u81ea\u5f8b\u7684\u306b\u5b9f\u884c\u3057\u305f\u308a\u3057\u307e\u3059\u3002<\/p>\n

\u305f\u3068\u3048\u3070\u55b6\u696d\u3067\u306f\u3001\u5546\u8ac7\u524d\u306b\u9867\u5ba2\u60c5\u5831\u3092\u8981\u7d04\u3057\u3001\u904e\u53bb\u306e\u8cfc\u5165\u5c65\u6b74\u3084\u554f\u3044\u5408\u308f\u305b\u5185\u5bb9\u3092\u6574\u7406\u3057\u305f\u3046\u3048\u3067\u3001\u63d0\u6848\u3059\u3079\u304d\u5185\u5bb9\u3092\u63d0\u793a\u3067\u304d\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u3067\u306f\u3001\u554f\u3044\u5408\u308f\u305b\u5185\u5bb9\u3092\u5206\u985e\u3057\u3001\u56de\u7b54\u6848\u3092\u751f\u6210\u3057\u305f\u308a\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u4eba\u9593\u306e\u62c5\u5f53\u8005\u3078\u5f15\u304d\u7d99\u3044\u3060\u308a\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u5b9f\u969b\u3001Salesforce\u306e2026\u5e74\u8abf\u67fb\u3067\u306f\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u7d44\u7e54\u306b\u304a\u3051\u308bAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u5229\u7528\u7387\u304c2025\u5e74\u306e39\uff05\u304b\u30892026\u5e74\u306b\u306f66\uff05\u3078\u5897\u52a0\u3057\u3001\u5c0e\u5165\u4f01\u696d\u306e70\uff05\u304c60\u65e5\u4ee5\u5185\u306b\u6e2c\u5b9a\u53ef\u80fd\u306a\u4fa1\u5024\u3092\u78ba\u8a8d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3055\u3089\u306bGartner\u306f\u3001CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u304a\u3051\u308b\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u578bAI\u3078\u306e\u652f\u51fa\u304c2028\u5e74\u306b\u306f\u975e\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u578b\u3092\u4e0a\u56de\u308a\u30012029\u5e74\u306b\u306f2,160\u5104\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4eca\u5f8c\u306f\u300cAI\u3092\u642d\u8f09\u3057\u305fCRM\u300d\u3067\u306f\u306a\u304f\u3001\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u696d\u52d9\u3092\u52d5\u304b\u3059CRM\u300d\u3068\u3044\u3046\u767a\u60f3\u304c\u91cd\u8981\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

<\/p>\n

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

5-1. \u30d5\u30a7\u30fc\u30ba1\uff1a\u8981\u4ef6\u5b9a\u7fa9\u3068\u76ee\u6a19\u8a2d\u5b9a<\/b><\/p>\n

\u6700\u521d\u306b\u300cCRM\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u300d\u3067\u306f\u306a\u304f\u3001\u300c\u4f55\u3092\u6539\u5584\u3057\u305f\u3044\u306e\u304b\u300d\u3092\u660e\u78ba\u306b\u3057\u307e\u3059\u3002<\/p>\n

\u9867\u5ba2\u7372\u5f97\u6570\u3092\u5897\u3084\u3057\u305f\u3044\u306e\u304b\u3001\u89e3\u7d04\u7387\u3092\u4e0b\u3052\u305f\u3044\u306e\u304b\u3001\u55b6\u696d\u751f\u7523\u6027\u3092\u9ad8\u3081\u305f\u3044\u306e\u304b\u3001LTV\u3092\u5411\u4e0a\u3055\u305b\u305f\u3044\u306e\u304b\u306b\u3088\u3063\u3066\u3001\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u3084\u6a5f\u80fd\u306f\u5909\u308f\u308a\u307e\u3059\u3002<\/p>\n

KGI\u3068KPI\u3092\u660e\u78ba\u306b\u3057\u305f\u3046\u3048\u3067\u3001\u7d4c\u55b6\u5c64\u3001\u73fe\u5834\u3001IT\u90e8\u9580\u306a\u3069\u304c\u5171\u901a\u306e\u76ee\u7684\u3092\u6301\u3064\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n

<\/p>\n

    <\/ol>\n

    5-2. \u30d5\u30a7\u30fc\u30ba2\uff1a\u30b7\u30b9\u30c6\u30e0\u9078\u5b9a\u3068\u5c0e\u5165\u6e96\u5099<\/b><\/p>\n

    CRM\u3092\u9078\u5b9a\u3059\u308b\u3068\u304d\u306f\u3001\u6a5f\u80fd\u306e\u591a\u3055\u3060\u3051\u3067\u5224\u65ad\u3057\u3066\u306f\u3044\u3051\u307e\u305b\u3093\u3002<\/p>\n

    \u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u9023\u643a\u6027\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u3057\u3084\u3059\u3055\u3001\u30e6\u30fc\u30b6\u30fc\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3001\u6a29\u9650\u7ba1\u7406\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001AI\u6a5f\u80fd\u3001\u5c06\u6765\u7684\u306a\u62e1\u5f35\u6027\u306a\u3069\u3092\u7dcf\u5408\u7684\u306b\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n

    \u7279\u306bAI\u6d3b\u7528\u3092\u524d\u63d0\u3068\u3059\u308b\u5834\u5408\u306f\u3001\u300cAI\u304c\u4f55\u3092\u3067\u304d\u308b\u304b\u300d\u3060\u3051\u3067\u306a\u304f\u3001\u300cAI\u304c\u5229\u7528\u3067\u304d\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u6574\u5099\u3055\u308c\u3066\u3044\u308b\u304b\u300d\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n

    <\/p>\n

    5-3. \u30d5\u30a7\u30fc\u30ba3\uff1a\u904b\u7528\u958b\u59cb\u3068\u30c1\u30e5\u30fc\u30cb\u30f3\u30b0<\/b><\/p>\n

    \u5c0e\u5165\u5f8c\u306f\u5229\u7528\u72b6\u6cc1\u3092\u7d99\u7d9a\u7684\u306b\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n

    \u5165\u529b\u9805\u76ee\u304c\u591a\u3059\u304e\u306a\u3044\u304b\u3001\u73fe\u5834\u304c\u672c\u5f53\u306b\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u60c5\u5831\u304c\u53d6\u308c\u3066\u3044\u308b\u304b\u3001\u30c7\u30fc\u30bf\u306e\u91cd\u8907\u3084\u6b20\u640d\u304c\u306a\u3044\u304b\u3092\u5b9a\u671f\u7684\u306b\u898b\u76f4\u3057\u307e\u3059\u3002<\/p>\n

    \u307e\u305f\u3001CRM\u306b\u84c4\u7a4d\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3092\u5358\u306a\u308b\u30ec\u30dd\u30fc\u30c8\u3067\u7d42\u308f\u3089\u305b\u305a\u3001\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u306e\u5177\u4f53\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u3078\u53cd\u6620\u3055\u305b\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n

    5-4. \u30d5\u30a7\u30fc\u30ba4\uff1aAI\u6d3b\u7528\u3068\u9ad8\u5ea6\u5316
    <\/b><\/p>\n

    CRM\u306e\u57fa\u672c\u904b\u7528\u304c\u5b9a\u7740\u3057\u305f\u3089\u3001\u4e88\u6e2c\u5206\u6790\u3084\u751f\u6210AI\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306a\u3069\u3078\u6bb5\u968e\u7684\u306b\u62e1\u5f35\u3057\u307e\u3059\u3002<\/p>\n

    \u305f\u3060\u3057\u3001\u3044\u304d\u306a\u308a\u5168\u793e\u306e\u696d\u52d9\u3092AI\u5316\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u55b6\u696d\u30e1\u30fc\u30eb\u4f5c\u6210\u3001\u5546\u8ac7\u8981\u7d04\u3001\u554f\u3044\u5408\u308f\u305b\u5206\u985e\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u4f5c\u6210\u306a\u3069\u3001\u52b9\u679c\u3092\u6e2c\u5b9a\u3057\u3084\u3059\u3044\u9818\u57df\u304b\u3089\u59cb\u3081\u308b\u306e\u304c\u73fe\u5b9f\u7684\u3067\u3059\u3002<\/p>\n

    \u300cAI\u3092\u5c0e\u5165\u3057\u305f\u304b\u300d\u3067\u306f\u306a\u304f\u3001\u300c\u3069\u306eKPI\u304c\u6539\u5584\u3057\u305f\u304b\u300d\u3067\u52b9\u679c\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u304c\u3001\u4eca\u5f8c\u306eCRM\u904b\u7528\u3067\u306f\u3088\u308a\u91cd\u8981\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

    <\/p>\n

      <\/ol>\n

      6. \u4eca\u5f8c\u306e\u5c55\u671b\uff1aAI\u3068\u30c7\u30fc\u30bf\u6d3b\u7528\u3067\u9032\u5316\u3059\u308bCRM<\/h2>\n

      6-1. CRM\u306f\u300c\u8a18\u9332\u300d\u304b\u3089\u300c\u4e88\u6e2c\u30fb\u5b9f\u884c\u300d\u3078<\/b><\/p>\n

      \u3053\u308c\u307e\u3067\u306eCRM\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3092\u84c4\u7a4d\u3057\u3066\u691c\u7d22\u30fb\u5206\u6790\u3059\u308b\u3053\u3068\u304c\u4e2d\u5fc3\u3067\u3057\u305f\u3002<\/p>\n

      \u3053\u308c\u304b\u3089\u306f\u3001\u9867\u5ba2\u306e\u6b21\u306e\u884c\u52d5\u3092\u4e88\u6e2c\u3057\u3001\u4f01\u696d\u5074\u304b\u3089\u9069\u5207\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u63d0\u6848\u30fb\u5b9f\u884c\u3059\u308b\u65b9\u5411\u3078\u9032\u5316\u3057\u307e\u3059\u3002<\/p>\n

      \u300c\u8ab0\u304c\u8cb7\u3044\u305d\u3046\u304b\u300d\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u300c\u8ab0\u304c\u96e2\u53cd\u3057\u305d\u3046\u304b\u300d\u300c\u3069\u306e\u9867\u5ba2\u306b\u3069\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u4f55\u3092\u63d0\u6848\u3059\u3079\u304d\u304b\u300d\u307e\u3067AI\u304c\u5224\u65ad\u3059\u308b\u3053\u3068\u3067\u3001CRM\u306f\u3088\u308a\u80fd\u52d5\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u306b\u306a\u3063\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n

      6-2. \u30c7\u30b8\u30bf\u30eb\u00d7\u4eba\u9593\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u5316<\/b><\/p>\n

      AI\u304c\u666e\u53ca\u3057\u3066\u3082\u3001\u4eba\u9593\u306e\u5f79\u5272\u304c\u306a\u304f\u306a\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

      \u5b9a\u578b\u7684\u306a\u554f\u3044\u5408\u308f\u305b\u3084\u60c5\u5831\u6574\u7406\u306fAI\u304c\u62c5\u3044\u3001\u8907\u96d1\u306a\u4ea4\u6e09\u3001\u91cd\u8981\u9867\u5ba2\u3078\u306e\u63d0\u6848\u3001\u611f\u60c5\u7684\u306a\u554f\u984c\u3078\u306e\u5bfe\u5fdc\u306a\u3069\u3001\u4eba\u9593\u306e\u5224\u65ad\u304c\u91cd\u8981\u306a\u9818\u57df\u306b\u62c5\u5f53\u8005\u304c\u96c6\u4e2d\u3059\u308b\u5f62\u304c\u7406\u60f3\u3067\u3059\u3002<\/p>\n

      AI\u306b\u3088\u3063\u3066\u300c\u4eba\u9593\u3092\u6e1b\u3089\u3059\u300d\u306e\u3067\u306f\u306a\u304f\u3001\u300c\u4eba\u9593\u304c\u9867\u5ba2\u3068\u5411\u304d\u5408\u3046\u6642\u9593\u3092\u5897\u3084\u3059\u300d\u3068\u3044\u3046\u8996\u70b9\u304c\u3001\u3053\u308c\u304b\u3089\u306eCRM\u3067\u306f\u91cd\u8981\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

      6-3. \u30c7\u30fc\u30bf\u54c1\u8cea\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30fbAI\u30ac\u30d0\u30ca\u30f3\u30b9<\/b><\/p>\n

      AI\u6d3b\u7528\u304c\u9032\u3080\u307b\u3069\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u54c1\u8cea\u3068\u7ba1\u7406\u8cac\u4efb\u3082\u91cd\u8981\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

      \u500b\u4eba\u60c5\u5831\u4fdd\u8b77\u6cd5\u3084GDPR\u306a\u3069\u306e\u6cd5\u898f\u5236\u3078\u306e\u5bfe\u5fdc\u306b\u52a0\u3048\u3001\u30c7\u30fc\u30bf\u5229\u7528\u76ee\u7684\u306e\u660e\u78ba\u5316\u3001\u30a2\u30af\u30bb\u30b9\u6a29\u9650\u3001\u30aa\u30d7\u30c8\u30a4\u30f3\u30fb\u30aa\u30d7\u30c8\u30a2\u30a6\u30c8\u3001AI\u306b\u3088\u308b\u5224\u65ad\u306e\u900f\u660e\u6027\u306a\u3069\u3092\u8003\u616e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

      \u7279\u306bAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304cCRM\u4e0a\u3067\u81ea\u5f8b\u7684\u306b\u51e6\u7406\u3092\u884c\u3046\u3088\u3046\u306b\u306a\u308b\u3068\u3001\u300c\u8ab0\u304c\u3001\u3069\u306e\u30c7\u30fc\u30bf\u3092\u4f7f\u3063\u3066\u3001\u3069\u306e\u3088\u3046\u306a\u5224\u65ad\u3092\u3057\u305f\u306e\u304b\u300d\u3092\u8ffd\u8de1\u3067\u304d\u308b\u4ed5\u7d44\u307f\u3082\u91cd\u8981\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

      \u4eca\u5f8c\u306eCRM\u3067\u306f\u3001AI\u306e\u6027\u80fd\u3060\u3051\u3067\u306a\u304f\u3001\u30c7\u30fc\u30bf\u30ac\u30d0\u30ca\u30f3\u30b9\u3068AI\u30ac\u30d0\u30ca\u30f3\u30b9\u3092\u542b\u3081\u3066\u8a2d\u8a08\u3067\u304d\u308b\u4f01\u696d\u304c\u512a\u4f4d\u306b\u7acb\u3064<\/strong>\u3068\u8003\u3048\u3089\u308c\u307e\u3059\u3002<\/p>\n

      <\/p>\n

      7. \u307e\u3068\u3081\uff1a\u6210\u529f\u3059\u308bCRM\u6226\u7565\u3068\u7d99\u7d9a\u7684\u306a\u6539\u5584<\/h2>\n

      \u672c\u8a18\u4e8b\u3067\u306f\u3001CRM\u306e\u57fa\u672c\u6982\u5ff5\u304b\u3089SFA\u30fbMA\u3068\u306e\u9055\u3044\u3001\u5c0e\u5165\u65b9\u6cd5\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u4e2d\u5fc3\u3068\u3057\u305f2026\u5e74\u306e\u6700\u65b0\u30c8\u30ec\u30f3\u30c9\u3001\u4eca\u5f8c\u306e\u5c55\u671b\u307e\u3067\u3092\u89e3\u8aac\u3057\u307e\u3057\u305f\u3002<\/p>\n

      CRM\u306e\u672c\u8cea\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u9867\u5ba2\u3092\u6df1\u304f\u7406\u89e3\u3057\u3001\u305d\u306e\u7406\u89e3\u3092\u55b6\u696d\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u3001\u7d4c\u55b6\u5224\u65ad\u3078\u3064\u306a\u3052\u308b\u3053\u3068<\/strong>\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n

      \u7279\u306b\u73fe\u5728\u306f\u3001\u751f\u6210AI\u3084AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306b\u3088\u3063\u3066CRM\u306e\u5f79\u5272\u305d\u306e\u3082\u306e\u304c\u5909\u5316\u3057\u3066\u3044\u307e\u3059\u3002Gartner\u304c\u793a\u3059\u3088\u3046\u306b\u3001CRM\u5e02\u5834\u3067\u306fAI\u304c\u6210\u9577\u306e\u91cd\u8981\u306a\u539f\u52d5\u529b\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u4eca\u5f8c\u306fAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u524d\u63d0\u3068\u3057\u305fCRM\u8a2d\u8a08\u304c\u3055\u3089\u306b\u5e83\u304c\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

      \u4e00\u65b9\u3067\u3001AI\u3092\u5c0e\u5165\u3059\u308b\u3060\u3051\u3067\u306f\u6210\u679c\u306f\u751f\u307e\u308c\u307e\u305b\u3093\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6b63\u3057\u304f\u7d71\u5408\u3057\u3001\u73fe\u5834\u304c\u4f7f\u3044\u3084\u3059\u3044\u696d\u52d9\u30d7\u30ed\u30bb\u30b9\u3092\u6574\u3048\u3001\u6210\u679c\u3092KPI\u3067\u6e2c\u5b9a\u3057\u306a\u304c\u3089\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

      \u3053\u308c\u304b\u3089\u306eCRM\u6226\u7565\u3067\u91cd\u8981\u306a\u306e\u306f\u3001\u300c\u30c7\u30fc\u30bf\u3092\u96c6\u3081\u308b\u300d\u300cAI\u3067\u5206\u6790\u3059\u308b\u300d\u300c\u4eba\u9593\u304c\u5224\u65ad\u3059\u308b\u300d\u3068\u3044\u3046\u5206\u696d\u304b\u3089\u3001\u300c\u30c7\u30fc\u30bf\u3092\u7406\u89e3\u3057\u3001AI\u304c\u6b21\u306e\u884c\u52d5\u3092\u63d0\u6848\u30fb\u5b9f\u884c\u3057\u3001\u4eba\u9593\u304c\u91cd\u8981\u306a\u9867\u5ba2\u4f53\u9a13\u306b\u96c6\u4e2d\u3059\u308b\u300d\u3068\u3044\u3046\u5faa\u74b0\u3078\u79fb\u884c\u3059\u308b\u3053\u3068<\/strong>\u3067\u3059\u3002<\/p>\n

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