{"id":2858,"date":"2025-10-02T12:04:54","date_gmt":"2025-10-02T03:04:54","guid":{"rendered":"https:\/\/www.flexcrm.jp\/media\/?p=2858"},"modified":"2025-10-02T12:21:12","modified_gmt":"2025-10-02T03:21:12","slug":"sales-customer-data-management","status":"publish","type":"post","link":"https:\/\/www.flexcrm.jp\/media\/sales-customer-data-management\/","title":{"rendered":"\u58f2\u4e0a20%UP\u3082\u5922\u3058\u3083\u306a\u3044\uff01\u55b6\u696d\u306e\u9867\u5ba2\u7ba1\u7406\u3067\u5b9f\u73fe\u3059\u308b\u30c7\u30fc\u30bf\u6d3b\u7528\u6226\u7565"},"content":{"rendered":"\n<p>\u55b6\u696d\u306e\u9867\u5ba2\u7ba1\u7406\u3001\u307e\u3060Excel\u3084\u62c5\u5f53\u8005\u306e\u8a18\u61b6\u306b\u983c\u3063\u3066\u3044\u307e\u305b\u3093\u304b\uff1f<br>\u5c5e\u4eba\u5316\u3057\u305f\u60c5\u5831\u306f\u6a5f\u4f1a\u640d\u5931\u3092\u751f\u307f\u3001\u898b\u3048\u306a\u3044\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u5897\u3084\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u672c\u8a18\u4e8b\u3067\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3092\u7d44\u7e54\u306e\u8cc7\u7523\u3078\u3068\u6607\u83ef\u3057\u3001\u58f2\u4e0a\u306b\u76f4\u7d50\u3055\u305b\u308b\u305f\u3081\u306e\u5b9f\u8df5\u7b56\u3092\u89e3\u8aac\u3002\u660e\u65e5\u304b\u3089\u4f7f\u3048\u308b\u30c7\u30fc\u30bf\u53ce\u96c6\u30fb\u5206\u6790\u306e\u578b\u3001CRM\/SFA\u306e\u9078\u3073\u65b9\u3001\u73fe\u5834\u3067\u52b9\u304f\u6d3b\u7528\u4e8b\u4f8b\u3001\u5b9a\u7740\u3055\u305b\u308b\u904b\u7528\u30eb\u30fc\u30eb\u307e\u3067\u3092\u7db2\u7f85\u3057\u307e\u3059\u3002\u52d8\u3068\u7d4c\u9a13\u306b\u30c7\u30fc\u30bf\u3092\u639b\u3051\u5408\u308f\u305b\u3001\u518d\u73fe\u6027\u306e\u3042\u308b\u300c\u52dd\u3061\u30d1\u30bf\u30fc\u30f3\u300d\u3067\u55b6\u696d\u6210\u679c\u3092\u5e95\u4e0a\u3052\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<div 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srcset=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_1.png 1000w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_1-300x177.png 300w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_1-768x452.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<p>\u73fe\u4ee3\u306e\u30d3\u30b8\u30cd\u30b9\u74b0\u5883\u306b\u304a\u3044\u3066\u3001\u55b6\u696d\u6d3b\u52d5\u306f\u5358\u306b\u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u58f2\u308b\u3060\u3051\u306e\u884c\u70ba\u3067\u306f\u306a\u304f\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u30cb\u30fc\u30ba\u306e\u591a\u69d8\u5316\u3084\u5e02\u5834\u7af6\u4e89\u306e\u6fc0\u5316\u304c\u9032\u3080\u4e2d\u3001<strong>\u9867\u5ba2\u4e00\u4eba\u3072\u3068\u308a\u3068\u9577\u671f\u7684\u306a\u4fe1\u983c\u95a2\u4fc2\u3092\u7bc9\u304d\u3001\u305d\u306e\u4fa1\u5024\u3092\u6700\u5927\u5316\u3059\u308b\u3053\u3068<\/strong>\u304c\u3001\u4f01\u696d\u306e\u6301\u7d9a\u7684\u306a\u6210\u9577\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u30fb\u30fb\u30fb\u305d\u306e\u6839\u5e79\u3092\u306a\u3059\u306e\u304c\u300c\u9867\u5ba2\u7ba1\u7406\u300d\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u304b\u3064\u3066\u306e\u3088\u3046\u306a\u55b6\u696d\u62c5\u5f53\u8005\u306e\u8a18\u61b6\u3084\u624b\u5e33\u306b\u983c\u308b\u5c5e\u4eba\u7684\u306a\u7ba1\u7406\u624b\u6cd5\u3067\u306f\u3001\u3082\u306f\u3084\u5909\u5316\u306e\u901f\u3044\u5e02\u5834\u306b\u306f\u5bfe\u5fdc\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u306a\u305c\u4eca\u3001\u55b6\u696d\u306b\u304a\u3051\u308b\u9867\u5ba2\u7ba1\u7406\u304c\u3053\u308c\u307b\u3069\u307e\u3067\u306b\u91cd\u8981\u8996\u3055\u308c\u308b\u306e\u304b\uff1f<\/p>\n\n\n\n<p>\u305d\u306e\u672c\u8cea\u7684\u306a\u7406\u7531\u3092\u6df1\u6398\u308a\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u58f2\u4e0a\u5411\u4e0a\u306b\u76f4\u7d50\u3059\u308b\u9867\u5ba2\u7ba1\u7406\u306e\u30d1\u30ef\u30fc<\/strong><\/h3>\n\n\n\n<p>\u9069\u5207\u306a\u9867\u5ba2\u7ba1\u7406\u306f\u3001\u5358\u306a\u308b\u60c5\u5831\u6574\u7406\u306b\u7559\u307e\u3089\u305a\u3001\u5177\u4f53\u7684\u306a\u58f2\u4e0a\u5411\u4e0a\u3078\u3068\u76f4\u7d50\u3059\u308b\u5f37\u529b\u306a\u30a8\u30f3\u30b8\u30f3\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u60c5\u5831\u3092\u7d44\u7e54\u306e\u8cc7\u7523\u3068\u3057\u3066\u4e00\u5143\u7ba1\u7406\u3057\u3001\u6226\u7565\u7684\u306b\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u307e\u3067\u898b\u904e\u3054\u3055\u308c\u3066\u304d\u305f\u591a\u304f\u306e\u55b6\u696d\u6a5f\u4f1a\u3092\u5275\u51fa\u3067\u304d\u308b\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u3053\u3067\u306f\u3001\u9867\u5ba2\u7ba1\u7406\u304c\u3082\u305f\u3089\u30593\u3064\u306e\u5177\u4f53\u7684\u306a\u30d1\u30ef\u30fc\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u5c5e\u4eba\u5316\u306e\u89e3\u6d88\u3068\u55b6\u696d\u529b\u306e\u6a19\u6e96\u5316<\/strong><\/h4>\n\n\n\n<p>\u300c\u3042\u306e\u9867\u5ba2\u306e\u3053\u3068\u306f\u62c5\u5f53\u306e\u3007\u3007\u3055\u3093\u3057\u304b\u77e5\u3089\u306a\u3044\u300d\u3068\u3044\u3046\u72b6\u6cc1\u306f\u3001\u591a\u304f\u306e\u4f01\u696d\u304c\u62b1\u3048\u308b\u8ab2\u984c\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306a<strong>\u55b6\u696d\u6d3b\u52d5\u306e\u5c5e\u4eba\u5316\u306f\u3001\u62c5\u5f53\u8005\u306e\u7570\u52d5\u3084\u9000\u8077\u6642\u306b\u5927\u304d\u306a\u30ea\u30b9\u30af<\/strong>\u3068\u306a\u308a\u307e\u3059\u3002\u9867\u5ba2\u60c5\u5831\u304c\u5f15\u304d\u7d99\u304c\u308c\u305a\u3001\u95a2\u4fc2\u6027\u304c\u30ea\u30bb\u30c3\u30c8\u3055\u308c\u3066\u3057\u307e\u3048\u3070\u3001\u5931\u6ce8\u3084\u9867\u5ba2\u96e2\u308c\u306b\u7e4b\u304c\u308a\u304b\u306d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u3092\u5fb9\u5e95\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306e\u57fa\u672c\u60c5\u5831\u3001\u5546\u8ac7\u5c65\u6b74\u3001\u904e\u53bb\u306e\u3084\u308a\u53d6\u308a\u3001\u30ad\u30fc\u30d1\u30fc\u30bd\u30f3\u306e\u60c5\u5831\u306a\u3069\u3092\u7d44\u7e54\u5168\u4f53\u3067\u5171\u6709\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u8ab0\u304c\u62c5\u5f53\u3057\u3066\u3082\u8cea\u306e\u9ad8\u3044\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u53ef\u80fd\u3068\u306a\u308a\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u55b6\u696d\u529b\u304c\u5e95\u4e0a\u3052\u3055\u308c\u3001\u5b89\u5b9a\u3057\u305f\u6210\u679c\u3092\u751f\u307f\u51fa\u3059\u57fa\u76e4\u304c\u7bc9\u304b\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u6a5f\u4f1a\u640d\u5931\u306e\u9632\u6b62\u3068\u4f11\u7720\u9867\u5ba2\u306e\u6398\u308a\u8d77\u3053\u3057<\/strong><\/h4>\n\n\n\n<p>\u591a\u5fd9\u306a\u55b6\u696d\u6d3b\u52d5\u306e\u4e2d\u3067\u306f\u3001\u300c\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u5fd8\u308c\u3066\u3044\u305f\u300d\u300c\u63d0\u6848\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u9003\u3057\u3066\u3057\u307e\u3063\u305f\u300d\u3068\u3044\u3063\u305f\u6a5f\u4f1a\u640d\u5931\u304c\u767a\u751f\u3057\u304c\u3061\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3059\u308c\u3070\u3001<strong>\u9867\u5ba2\u3054\u3068\u306e\u6700\u7d42\u63a5\u89e6\u65e5\u3084\u6b21\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u4e88\u5b9a\u3092\u53ef\u8996\u5316\u3057\u3001\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u81ea\u52d5\u3067\u30ea\u30de\u30a4\u30f3\u30c9<\/strong>\u3057\u3066\u304f\u308c\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u904e\u53bb\u306b\u53d6\u5f15\u304c\u3042\u3063\u305f\u3082\u306e\u306e\u73fe\u5728\u3067\u306f\u95a2\u4fc2\u304c\u9014\u7d76\u3048\u3066\u3044\u308b\u300c\u4f11\u7720\u9867\u5ba2\u300d\u306e\u30ea\u30b9\u30c8\u3082\u7c21\u5358\u306b\u62bd\u51fa\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u3001\u904e\u53bb\u306e\u8cfc\u8cb7\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u60c5\u5831\u3084\u65b0\u30b5\u30fc\u30d3\u30b9\u306e\u6848\u5185\u3092\u9001\u308b\u3053\u3068\u3067\u3001\u5c11\u306a\u3044\u52b4\u529b\u3067\u65b0\u305f\u306a\u5546\u8ac7\u6a5f\u4f1a\u3092\u5275\u51fa\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>LTV\uff08\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff09\u306e\u6700\u5927\u5316<\/strong><\/h4>\n\n\n\n<p>\u65b0\u898f\u9867\u5ba2\u306e\u7372\u5f97\u30b3\u30b9\u30c8\u306f\u3001\u65e2\u5b58\u9867\u5ba2\u3092\u7dad\u6301\u3059\u308b\u30b3\u30b9\u30c8\u306e5\u500d\u304b\u304b\u308b\u3068\u8a00\u308f\u308c\u3066\u3044\u307e\u3059\uff081:5\u306e\u6cd5\u5247\uff09\u3002<\/p>\n\n\n\n<p>\u4f01\u696d\u306e\u5b89\u5b9a\u7684\u306a\u6210\u9577\u306e\u305f\u3081\u306b\u306f\u3001\u3044\u304b\u306b\u65e2\u5b58\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7dad\u6301\u3057\u3001\u9577\u671f\u7684\u306a\u30d5\u30a1\u30f3\u306b\u306a\u3063\u3066\u3082\u3089\u3046\u304b\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u3092\u901a\u3058\u3066\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u7d99\u7d9a\u7684\u306b\u628a\u63e1\u3057\u3001\u9069\u5207\u306a\u30a2\u30d5\u30bf\u30fc\u30d5\u30a9\u30ed\u30fc\u3084\u8ffd\u52a0\u63d0\u6848\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u9867\u5ba2\u306f\u30ea\u30d4\u30fc\u30c8\u8cfc\u5165\u3084\u4e0a\u4f4d\u30d7\u30e9\u30f3\u3078\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u3057\u3066\u304f\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306b\u3001<strong>\u9867\u5ba2\u4e00\u4eba\u3072\u3068\u308a\u3068\u9577\u671f\u7684\u306a\u95a2\u4fc2\u3092\u7bc9\u304d\u3001\u751f\u6daf\u306b\u308f\u305f\u3063\u3066\u5f97\u3089\u308c\u308b\u5229\u76ca\uff08LTV\uff1aLife Time Value\uff09\u3092\u6700\u5927\u5316\u3059\u308b\u3053\u3068<\/strong>\u304c\u3001\u9867\u5ba2\u7ba1\u7406\u306e\u6700\u3082\u91cd\u8981\u306a\u76ee\u7684\u306e\u4e00\u3064\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th><\/th><th class=\"has-text-align-left\" data-align=\"left\"><strong>\u5f93\u6765\u306e\u5c5e\u4eba\u7684\u306a\u55b6\u696d<\/strong><\/th><th><strong>\u9867\u5ba2\u7ba1\u7406\u3092\u5fb9\u5e95\u3057\u305f\u55b6\u696d<\/strong><\/th><\/tr><tr><th><strong>\u60c5\u5831\u7ba1\u7406<\/strong><\/th><td class=\"has-text-align-left\" data-align=\"left\">\u62c5\u5f53\u8005\u500b\u4eba\u306e\u8a18\u61b6\u3001\u624b\u5e33\u3001Excel\u30d5\u30a1\u30a4\u30eb\u306b\u4f9d\u5b58<\/td><td>\u30b7\u30b9\u30c6\u30e0\u3067\u4e00\u5143\u7ba1\u7406\u3055\u308c\u3001\u7d44\u7e54\u5168\u4f53\u3067\u5171\u6709<\/td><\/tr><tr><th><strong>\u30a2\u30d7\u30ed\u30fc\u30c1<\/strong><\/th><td class=\"has-text-align-left\" data-align=\"left\">\u62c5\u5f53\u8005\u306e\u52d8\u3068\u7d4c\u9a13\u306b\u57fa\u3065\u304f\u5834\u5f53\u305f\u308a\u7684\u306a\u5bfe\u5fdc<\/td><td>\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304d\u3001\u6700\u9069\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u30a2\u30d7\u30ed\u30fc\u30c1<\/td><\/tr><tr><th><strong>\u30ea\u30b9\u30af<\/strong><\/th><td class=\"has-text-align-left\" data-align=\"left\">\u62c5\u5f53\u8005\u306e\u7570\u52d5\u30fb\u9000\u8077\u306b\u3088\u308b\u9867\u5ba2\u60c5\u5831\u306e\u55aa\u5931\u3001\u5931\u6ce8<\/td><td>\u30b9\u30e0\u30fc\u30ba\u306a\u5f15\u7d99\u304e\u304c\u53ef\u80fd\u3067\u3001\u9867\u5ba2\u96e2\u308c\u3092\u9632\u6b62<\/td><\/tr><tr><th><strong>\u6210\u679c<\/strong><\/th><td class=\"has-text-align-left\" data-align=\"left\">\u500b\u4eba\u306e\u80fd\u529b\u306b\u5927\u304d\u304f\u4f9d\u5b58\u3057\u3001\u6210\u679c\u304c\u4e0d\u5b89\u5b9a<\/td><td>\u7d44\u7e54\u5168\u4f53\u306e\u55b6\u696d\u529b\u304c\u5411\u4e0a\u3057\u3001\u5b89\u5b9a\u3057\u305f\u58f2\u4e0a\u3092\u78ba\u4fdd<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u30c7\u30fc\u30bf\u6d3b\u7528\u304c\u55b6\u696d\u306e\u672a\u6765\u3092\u5909\u3048\u308b<\/strong><\/h3>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u306e\u771f\u4fa1\u306f\u3001\u60c5\u5831\u3092\u84c4\u7a4d\u3059\u308b\u3053\u3068\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u84c4\u7a4d\u3055\u308c\u305f\u81a8\u5927\u306a\u300c\u30c7\u30fc\u30bf\u300d\u3092\u5206\u6790\u3057\u3001\u55b6\u696d\u6d3b\u52d5\u306b\u6d3b\u304b\u3059\u3053\u3068\u3067\u3001\u55b6\u696d\u306e\u3042\u308a\u65b9\u305d\u306e\u3082\u306e\u3092\u5909\u9769\u3059\u308b\u529b\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u6d3b\u7528\u306f\u3001\u3053\u308c\u307e\u3067\u306e\u7d4c\u9a13\u3084\u52d8\u306b\u983c\u3063\u305f\u55b6\u696d\u304b\u3089\u3001\u5ba2\u89b3\u7684\u306a\u6839\u62e0\u306b\u57fa\u3065\u3044\u305f\u79d1\u5b66\u7684\u306a\u55b6\u696d\u3078\u3068\u9032\u5316\u3055\u305b\u308b\u305f\u3081\u306e\u9375\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u30c7\u30fc\u30bf\u30c9\u30ea\u30d6\u30f3\u306a\u55b6\u696d\u6226\u7565\u306e\u7acb\u6848<\/strong><\/h4>\n\n\n\n<p>\u9867\u5ba2\u30c7\u30fc\u30bf\u306f\u3001\u307e\u3055\u306b\u300c\u5b9d\u306e\u5c71\u300d\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u8cfc\u8cb7\u5c65\u6b74\u3001\u5546\u8ac7\u306e\u9032\u6357\u72b6\u6cc1\u3001Web\u30b5\u30a4\u30c8\u306e\u95b2\u89a7\u5c65\u6b74\u3001\u554f\u3044\u5408\u308f\u305b\u5185\u5bb9\u3068\u3044\u3063\u305f\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u307e\u3067\u898b\u3048\u3066\u3053\u306a\u304b\u3063\u305f\u591a\u304f\u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u300c\u3069\u306e\u3088\u3046\u306a\u696d\u7a2e\u30fb\u898f\u6a21\u306e\u4f01\u696d\u304c\u6210\u7d04\u3057\u3084\u3059\u3044\u306e\u304b\u300d\u300c\u6210\u7d04\u306b\u81f3\u3063\u305f\u5546\u8ac7\u306b\u5171\u901a\u3059\u308b\u30d1\u30bf\u30fc\u30f3\u306f\u4f55\u304b\u300d\u300c\u5931\u6ce8\u306e\u4e3b\u306a\u539f\u56e0\u306f\u4f55\u304b\u300d\u3068\u3044\u3063\u305f\u3053\u3068\u3092\u5ba2\u89b3\u7684\u306b\u628a\u63e1\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>\u3053\u308c\u3089\u306e\u5206\u6790\u7d50\u679c\u306b\u57fa\u3065\u3044\u3066\u55b6\u696d\u6226\u7565\u3092\u7acb\u6848\u30fb\u6539\u5584\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u78ba\u5ea6\u306e\u9ad8\u3044\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u30ea\u30bd\u30fc\u30b9\u3092\u96c6\u4e2d\u3055\u305b\u3001\u55b6\u696d\u6d3b\u52d5\u5168\u4f53\u306e\u52b9\u7387\u3068\u6210\u7d04\u7387\u3092\u5287\u7684\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u53ef\u80fd&gt;<\/strong>\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9867\u5ba2\u7406\u89e3\u306e\u6df1\u5316\u3068\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u63d0\u6848<\/strong><\/h4>\n\n\n\n<p>\u9867\u5ba2\u306f\u300c\u81ea\u5206\u305f\u3061\u306e\u3053\u3068\u3092\u7406\u89e3\u3057\u3066\u304f\u308c\u3066\u3044\u308b\u300d\u3068\u611f\u3058\u305f\u4f01\u696d\u306b\u5bfe\u3057\u3066\u3001\u4fe1\u983c\u3092\u5bc4\u305b\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4e00\u793e\u4e00\u793e\u306e\u9867\u5ba2\u304c\u62b1\u3048\u308b\u72ec\u81ea\u306e\u8ab2\u984c\u3084\u30cb\u30fc\u30ba\u3001\u691c\u8a0e\u30d5\u30a7\u30fc\u30ba\u3092\u6df1\u304f\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u7406\u89e3\u306b\u57fa\u3065\u304d\u3001\u300c\u3053\u306e\u9867\u5ba2\u306b\u306f\u3053\u306e\u6a5f\u80fd\u3092\u8ffd\u52a0\u63d0\u6848\u3057\u3088\u3046\u300d\u300c\u3053\u3061\u3089\u306e\u4e8b\u4f8b\u304c\u53c2\u8003\u306b\u306a\u308b\u306f\u305a\u3060\u300d\u3068\u3044\u3063\u305f\u3001<strong>\u753b\u4e00\u7684\u3067\u306f\u306a\u3044\u3001\u4e00\u4eba\u3072\u3068\u308a\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u300c\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u63d0\u6848\u300d<\/strong>\u304c\u5b9f\u73fe\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u9867\u5ba2\u306b\u5bc4\u308a\u6dfb\u3063\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u98db\u8e8d\u7684\u306b\u9ad8\u3081\u3001\u7af6\u5408\u4ed6\u793e\u3068\u306e\u5f37\u529b\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u55b6\u696d\u306e\u9867\u5ba2\u7ba1\u7406\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u6e96\u5099<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"589\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_2.png\" alt=\"\" class=\"wp-image-2871\" srcset=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_2.png 1000w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_2-300x177.png 300w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_2-768x452.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<p>\u55b6\u696d\u306e\u9867\u5ba2\u7ba1\u7406\u3092\u6210\u529f\u3055\u305b\u3001\u58f2\u4e0a\u5411\u4e0a\u3068\u3044\u3046\u6210\u679c\u306b\u7e4b\u3052\u308b\u305f\u3081\u306b\u306f\u3001\u3084\u307f\u304f\u3082\u306b\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3057\u305f\u308a\u3001\u60c5\u5831\u3092\u96c6\u3081\u59cb\u3081\u305f\u308a\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u4e8b\u524d\u306e\u300c\u6e96\u5099\u300d\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u6e96\u5099\u6bb5\u968e\u3092\u4e01\u5be7\u306b\u884c\u3046\u3053\u3068\u3067\u3001\u5f8c\u306e\u30c7\u30fc\u30bf\u6d3b\u7528\u6226\u7565\u304c\u30b9\u30e0\u30fc\u30ba\u306b\u9032\u307f\u3001\u305d\u306e\u52b9\u679c\u3092\u6700\u5927\u5316\u3067\u304d\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u9867\u5ba2\u7ba1\u7406\u3092\u6210\u529f\u306b\u5c0e\u304f\u305f\u3081\u306e\u571f\u53f0\u3068\u306a\u308b2\u3064\u306e\u91cd\u8981\u306a\u6e96\u5099\u306b\u3064\u3044\u3066\u8a73\u3057\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u9867\u5ba2\u60c5\u5831\u306e\u4e00\u5143\u5316\u3068\u898b\u3048\u308b\u5316\u306e\u5fb9\u5e95<\/strong><\/h3>\n\n\n\n<p>\u55b6\u696d\u306e\u9867\u5ba2\u7ba1\u7406\u306b\u304a\u3051\u308b\u6700\u521d\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u7d44\u7e54\u5185\u306b\u6563\u5728\u3059\u308b\u9867\u5ba2\u60c5\u5831\u3092\u4e00\u7b87\u6240\u306b\u96c6\u7d04\u3057\uff08\u4e00\u5143\u5316\uff09\u3001\u8ab0\u3067\u3082\u5fc5\u8981\u306a\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u72b6\u614b\uff08\u898b\u3048\u308b\u5316\uff09\u3092\u4f5c\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u591a\u304f\u306e\u4f01\u696d\u3067\u306f\u3001\u9867\u5ba2\u60c5\u5831\u304c\u5404\u55b6\u696d\u62c5\u5f53\u8005\u306e\u30d1\u30bd\u30b3\u30f3\u5185\u306eExcel\u30d5\u30a1\u30a4\u30eb\u3084\u500b\u4eba\u306e\u624b\u5e33\u3001\u982d\u306e\u4e2d\u306b\u3057\u304b\u5b58\u5728\u3057\u306a\u3044\u300c\u5c5e\u4eba\u5316\u300d\u306e\u72b6\u614b\u306b\u9665\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3067\u306f\u3001\u62c5\u5f53\u8005\u4e0d\u5728\u6642\u306e\u5bfe\u5fdc\u9045\u308c\u3084\u3001\u7570\u52d5\u30fb\u9000\u8077\u6642\u306e\u5f15\u304d\u7d99\u304e\u6f0f\u308c\u306b\u3088\u308b\u6a5f\u4f1a\u640d\u5931\u3001\u3055\u3089\u306b\u306f\u7d44\u7e54\u5168\u4f53\u3067\u306e\u6226\u7565\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u56f0\u96e3\u306b\u306a\u308b\u306a\u3069\u3001\u591a\u304f\u306e\u554f\u984c\u3092\u5f15\u304d\u8d77\u3053\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>\u9867\u5ba2\u60c5\u5831\u3092\u5358\u306a\u308b\u8a18\u9332\u304b\u3089\u300c\u7d44\u7e54\u306e\u8cc7\u7523\u300d\u3078\u3068\u6607\u83ef\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u307e\u305a\u60c5\u5831\u3092\u96c6\u7d04\u3057\u3001\u5171\u6709\u3059\u308b\u6587\u5316\u3068\u4ed5\u7d44\u307f\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/strong>\u3053\u306e\u57fa\u76e4\u304c\u306a\u3051\u308c\u3070\u3001\u3069\u308c\u3060\u3051\u9ad8\u5ea6\u306a\u5206\u6790\u624b\u6cd5\u3084\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3057\u3066\u3082\u52b9\u679c\u306f\u9650\u5b9a\u7684\u306b\u306a\u3063\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u7ba1\u7406\u3059\u3079\u304d\u9867\u5ba2\u60c5\u5831\u306e\u9805\u76ee\u4f8b<\/strong><\/h4>\n\n\n\n<p>\u4e00\u5143\u7ba1\u7406\u3059\u3079\u304d\u9867\u5ba2\u60c5\u5831\u306f\u591a\u5c90\u306b\u308f\u305f\u308a\u307e\u3059\u304c\u3001\u307e\u305a\u306f\u57fa\u672c\u3068\u306a\u308b\u60c5\u5831\u3092\u6574\u7406\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4ee5\u4e0b\u306e\u8868\u306f\u3001\u7ba1\u7406\u3059\u3079\u304d\u60c5\u5831\u306e\u4ee3\u8868\u7684\u306a\u9805\u76ee\u4f8b\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u81ea\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3084\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u5408\u308f\u305b\u3066\u3001\u5fc5\u8981\u306a\u9805\u76ee\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3057\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><th><strong>\u5206\u985e<\/strong><\/th><th><strong>\u4e3b\u306a\u9805\u76ee<\/strong><\/th><th><strong>\u7ba1\u7406\u306e\u30dd\u30a4\u30f3\u30c8<\/strong><\/th><\/tr><tr><th><strong>\u9867\u5ba2\u306e\u57fa\u672c\u60c5\u5831<\/strong><br><strong>\uff08\u9759\u7684\u30c7\u30fc\u30bf\uff09<\/strong><\/th><td>\u4f01\u696d\u540d\u3001\u6240\u5728\u5730\u3001\u96fb\u8a71\u756a\u53f7\u3001\u696d\u7a2e\u3001\u5f93\u696d\u54e1\u898f\u6a21\u3001\u62c5\u5f53\u8005\u540d\u3001\u5f79\u8077\u3001\u30e1\u30fc\u30eb\u30a2\u30c9\u30ec\u30b9\u3001\u6c7a\u88c1\u8005\u60c5\u5831<\/td><td>\u5e38\u306b\u6700\u65b0\u306e\u72b6\u614b\u306b\u4fdd\u3064\u3053\u3068\u304c\u91cd\u8981\u3002\u540d\u523a\u7ba1\u7406\u30c4\u30fc\u30eb\u306a\u3069\u3068\u9023\u643a\u3059\u308b\u3068\u52b9\u7387\u7684\u3002<\/td><\/tr><tr><th><strong>\u5546\u8ac7\u30fb\u6848\u4ef6\u60c5\u5831\uff08\u52d5\u7684\u30c7\u30fc\u30bf\uff09<\/strong><\/th><td>\u5546\u8ac7\u5185\u5bb9\u3001\u63d0\u6848\u5546\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u3001\u91d1\u984d\u3001\u53d7\u6ce8\u78ba\u5ea6\uff08\u30d5\u30a7\u30fc\u30ba\uff09\u3001\u5546\u8ac7\u9032\u6357\u72b6\u6cc1\u3001\u6b21\u56de\u30a2\u30af\u30b7\u30e7\u30f3\u4e88\u5b9a\u3001\u53d7\u6ce8\u30fb\u5931\u6ce8\u7406\u7531<\/td><td>\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u53ef\u8996\u5316\u3059\u308b\u4e0a\u3067\u6700\u3082\u91cd\u8981\u306a\u60c5\u5831\u3002\u5931\u6ce8\u7406\u7531\u306e\u5206\u6790\u306f\u6b21\u306e\u6226\u7565\u306b\u7e4b\u304c\u308b\u3002<\/td><\/tr><tr><th><strong>\u6d3b\u52d5\u5c65\u6b74<\/strong><br><strong>\uff08\u52d5\u7684\u30c7\u30fc\u30bf\uff09<\/strong><\/th><td>\u96fb\u8a71\u3001\u30e1\u30fc\u30eb\u3001\u8a2a\u554f\u306e\u65e5\u6642\u3068\u5185\u5bb9\u3001Web\u4f1a\u8b70\u306e\u8b70\u4e8b\u9332\u3001\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74\u3001\u30af\u30ec\u30fc\u30e0\u5185\u5bb9\u3068\u5bfe\u5fdc\u5c65\u6b74<\/td><td>\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u6027\u3092\u628a\u63e1\u3057\u3001\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u30a2\u30d7\u30ed\u30fc\u30c1\u3059\u308b\u305f\u3081\u306e\u57fa\u790e\u3068\u306a\u308b\u3002<\/td><\/tr><tr><th><strong>\u305d\u306e\u4ed6<\/strong><\/th><td>\u9867\u5ba2\u306e\u8ab2\u984c\u3084\u30cb\u30fc\u30ba\u3001Web\u30b5\u30a4\u30c8\u306e\u30a2\u30af\u30bb\u30b9\u5c65\u6b74\u3001\u30bb\u30df\u30ca\u30fc\u53c2\u52a0\u5c65\u6b74\u3001\u30a2\u30f3\u30b1\u30fc\u30c8\u56de\u7b54<\/td><td>\u9867\u5ba2\u306e\u8208\u5473\u95a2\u5fc3\u3092\u628a\u63e1\u3057\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u3084\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u6a5f\u4f1a\u3092\u767a\u898b\u3059\u308b\u30d2\u30f3\u30c8\u306b\u306a\u308b\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u55b6\u696d\u6226\u7565\u3068\u9867\u5ba2\u7ba1\u7406\u306e\u9023\u643a\u3092\u5f37\u5316\u3059\u308b<\/strong><\/h3>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u306f\u3001\u5358\u306b\u60c5\u5831\u3092\u5165\u529b\u30fb\u84c4\u7a4d\u3059\u308b\u3053\u3068\u304c\u76ee\u7684\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p><strong>\u81ea\u793e\u306e\u55b6\u696d\u6226\u7565\u3068\u5bc6\u63a5\u306b\u9023\u643a\u3055\u305b\u3001\u6226\u7565\u306e\u9054\u6210\u5ea6\u3092\u6e2c\u308a\u3001\u6539\u5584\u3057\u3066\u3044\u304f\u305f\u3081\u306e\u300c\u7f85\u91dd\u76e4\u300d\u3068\u3057\u3066\u6a5f\u80fd\u3055\u305b\u3066\u3053\u305d\u3001\u771f\u306e\u4fa1\u5024\u304c\u751f\u307e\u308c\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p>\u6226\u7565\u306a\u304d\u9867\u5ba2\u7ba1\u7406\u306f\u3001\u55b6\u696d\u62c5\u5f53\u8005\u306b\u3068\u3063\u3066\u300c\u305f\u3060\u5165\u529b\u304c\u9762\u5012\u306a\u4f5c\u696d\u300d\u3068\u306a\u308a\u5f62\u9ab8\u5316\u3057\u3066\u3057\u307e\u3044\u307e\u3059\u3002\u305d\u3046\u306a\u3089\u306a\u3044\u305f\u3081\u306b\u3082\u3001\u4f1a\u793e\u306e\u55b6\u696d\u76ee\u6a19\u304b\u3089\u9006\u7b97\u3057\u3066\u3001\u7ba1\u7406\u3059\u3079\u304d\u9805\u76ee\u3084\u6d3b\u7528\u65b9\u6cd5\u3092\u8a2d\u8a08\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u55b6\u696d\u6226\u7565\u3068\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7d10\u3065\u3051\u308b3\u3064\u306e\u30b9\u30c6\u30c3\u30d7<\/strong><\/h4>\n\n\n\n<p>\u55b6\u696d\u6226\u7565\u3068\u9867\u5ba2\u7ba1\u7406\u3092\u52b9\u679c\u7684\u306b\u9023\u643a\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u4ee5\u4e0b\u306e3\u3064\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u9032\u3081\u308b\u306e\u304c\u52b9\u679c\u7684\u3067\u3059\u3002<\/p>\n\n\n\n<div class=\"swell-block-step\" data-num-style=\"circle\">\n<div class=\"swell-block-step__item\"><div class=\"swell-block-step__number u-bg-main\"><span class=\"__label\">STEP<\/span><\/div><div class=\"swell-block-step__title u-fz-l\"><strong>\u55b6\u696d\u76ee\u6a19\uff08KGI\uff09\u306e\u660e\u78ba\u5316<\/strong><\/div><div class=\"swell-block-step__body\">\n<p>\u307e\u305a\u306f\u3001\u7d44\u7e54\u5168\u4f53\u306e\u6700\u7d42\u7684\u306a\u30b4\u30fc\u30eb\uff08KGI\uff1aKey Goal Indicator\uff09\u3092\u5177\u4f53\u7684\u306b\u8a2d\u5b9a\u3057\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u300c\u5e74\u9593\u58f2\u4e0a\u3007\u3007\u5104\u5186\u9054\u6210\u300d\u300c\u65b0\u898f\u5951\u7d04\u793e\u6570\u3007\u3007\u793e\u7372\u5f97\u300d\u300c\u7279\u5b9a\u30b5\u30fc\u30d3\u30b9\u306e\u30b7\u30a7\u30a2\u7387\u3007%\u5411\u4e0a\u300d\u306a\u3069\u3001\u8ab0\u3082\u304c\u5171\u901a\u8a8d\u8b58\u3092\u6301\u3066\u308b\u660e\u78ba\u306a\u6570\u5024\u76ee\u6a19\u3092\u63b2\u3052\u307e\u3059\u3002<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"swell-block-step__item\"><div class=\"swell-block-step__number u-bg-main\"><span class=\"__label\">STEP<\/span><\/div><div class=\"swell-block-step__title u-fz-l\"><strong>\u91cd\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\uff08KPI\uff09\u306e\u8a2d\u5b9a<\/strong><\/div><div class=\"swell-block-step__body\">\n<p>\u6b21\u306b\u3001KGI\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306e\u4e2d\u9593\u6307\u6a19\u3068\u306a\u308bKPI\uff08Key Performance Indicator\uff09\u3092\u8a2d\u5b9a\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30b4\u30fc\u30eb\u306b\u81f3\u308b\u307e\u3067\u306e\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u5206\u89e3\u3057\u3001\u5404\u6bb5\u968e\u3067\u306e\u884c\u52d5\u76ee\u6a19\u3092\u6570\u5024\u5316\u3057\u305f\u3082\u306e\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u300c\u30a2\u30dd\u30a4\u30f3\u30c8\u7372\u5f97\u6570\u300d\u300c\u5546\u8ac7\u5316\u7387\u300d\u300c\u6848\u4ef6\u5358\u4fa1\u300d\u300c\u53d7\u6ce8\u7387\u300d\u306a\u3069\u304cKPI\u306b\u3042\u305f\u308a\u307e\u3059\u3002<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"swell-block-step__item\"><div class=\"swell-block-step__number u-bg-main\"><span class=\"__label\">STEP<\/span><\/div><div class=\"swell-block-step__title u-fz-l\"><strong>KPI\u3068\u9867\u5ba2\u7ba1\u7406\u9805\u76ee\u306e\u7d10\u3065\u3051<\/strong><\/div><div class=\"swell-block-step__body\">\n<p>\u6700\u5f8c\u306b\u3001\u8a2d\u5b9a\u3057\u305fKPI\u3092\u8a08\u6e2c\u30fb\u5206\u6790\u3059\u308b\u305f\u3081\u306b\u3001\u3069\u306e\u9867\u5ba2\u60c5\u5831\u3092\u3069\u306e\u3088\u3046\u306b\u7ba1\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u304b\u3092\u5b9a\u7fa9\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65e5\u3005\u306e\u55b6\u696d\u6d3b\u52d5\u306e\u5165\u529b\u30c7\u30fc\u30bf\u304c\u3001\u6226\u7565\u7684\u306a\u610f\u5473\u3092\u6301\u3064\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<p>KPI\u3068\u3001\u305d\u308c\u3092\u8a08\u6e2c\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u9805\u76ee\u306e\u95a2\u4fc2\u6027\u3092\u6574\u7406\u3059\u308b\u3068\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><th><strong>KPI\u306e\u4f8b<\/strong><\/th><th><strong>\u8a08\u6e2c\u306b\u5fc5\u8981\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u9805\u76ee<\/strong><\/th><\/tr><tr><td><strong>\u5546\u8ac7\u5316\u7387<\/strong><\/td><td>\u30ea\u30fc\u30c9\u30bd\u30fc\u30b9\uff08\u554f\u3044\u5408\u308f\u305b\u3001\u5c55\u793a\u4f1a\u306a\u3069\uff09\u3001\u521d\u56de\u63a5\u89e6\u65e5\u3001\u5546\u8ac7\u5316\u306b\u81f3\u3063\u305f\u65e5\u3001\u62c5\u5f53\u55b6\u696d<\/td><\/tr><tr><td><strong>\u53d7\u6ce8\u7387<\/strong><\/td><td>\u5546\u8ac7\u30d5\u30a7\u30fc\u30ba\u306e\u9032\u6357\u5c65\u6b74\u3001\u63d0\u6848\u5185\u5bb9\u3001\u7af6\u5408\u60c5\u5831\u3001\u53d7\u6ce8\u65e5\u30fb\u5931\u6ce8\u65e5\u3001\u5931\u6ce8\u7406\u7531<\/td><\/tr><tr><td><strong>\u9867\u5ba2\u5358\u4fa1\uff08LTV\uff09<\/strong><\/td><td>\u904e\u53bb\u306e\u8cfc\u5165\u5c65\u6b74\uff08\u5546\u54c1\u3001\u91d1\u984d\u3001\u65e5\u4ed8\uff09\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u30fb\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u63d0\u6848\u5c65\u6b74\u3001\u5951\u7d04\u66f4\u65b0\u5c65\u6b74<\/td><\/tr><tr><td><strong>\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0<\/strong><\/td><td>\u521d\u56de\u63a5\u89e6\u65e5\u304b\u3089\u53d7\u6ce8\u65e5\u307e\u3067\u306e\u65e5\u6570\u3001\u5404\u5546\u8ac7\u30d5\u30a7\u30fc\u30ba\u306e\u6ede\u5728\u65e5\u6570<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306b\u3001\u55b6\u696d\u6226\u7565\u3068\u9867\u5ba2\u7ba1\u7406\u3092\u3057\u3063\u304b\u308a\u3068\u9023\u643a\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u5ba2\u89b3\u7684\u306a\u73fe\u72b6\u5206\u6790\u3084\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306e\u7279\u5b9a\u304c\u53ef\u80fd\u3068\u306a\u308a\u3001<strong>\u52d8\u3084\u7d4c\u9a13\u3060\u3051\u306b\u983c\u3089\u306a\u3044\u3001\u518d\u73fe\u6027\u306e\u9ad8\u3044\u55b6\u696d\u7d44\u7e54\u3078\u3068\u5909\u9769\u3057\u3066\u3044\u304f\u305f\u3081\u306e\u5f37\u56fa\u306a\u571f\u53f0\u304c\u5b8c\u6210\u3057\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u6226\u7565<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"589\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_3.png\" alt=\"\" class=\"wp-image-2874\" srcset=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_3.png 1000w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_3-300x177.png 300w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_3-768x452.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u306e\u771f\u4fa1\u306f\u3001\u96c6\u3081\u305f\u60c5\u5831\u3092\u3044\u304b\u306b\u3057\u3066\u300c\u6226\u7565\u300d\u3078\u3068\u6607\u83ef\u3055\u305b\u308b\u304b\u306b\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5358\u306a\u308b\u9023\u7d61\u5148\u30ea\u30b9\u30c8\u3068\u3057\u3066\u3067\u306f\u306a\u304f\u3001\u55b6\u696d\u6d3b\u52d5\u306e\u7f85\u91dd\u76e4\u3068\u306a\u308b\u300c\u751f\u304d\u305f\u30c7\u30fc\u30bf\u300d\u3068\u3057\u3066\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u307e\u3067\u898b\u3048\u306a\u304b\u3063\u305f\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u304c\u6d6e\u304b\u3073\u4e0a\u304c\u3063\u3066\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u7ae0\u3067\u306f\u3001\u58f2\u4e0a\u5411\u4e0a\u306b\u76f4\u7d50\u3059\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u65b9\u6cd5\u304b\u3089\u3001\u5177\u4f53\u7684\u306a\u5206\u6790\u30fb\u6d3b\u7528\u6226\u7565\u307e\u3067\u3092\u5fb9\u5e95\u7684\u306b\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u96c6\u3081\u308b\u52b9\u679c\u7684\u306a\u65b9\u6cd5\u3068\u9805\u76ee<\/strong><\/h3>\n\n\n\n<p>\u8cea\u306e\u9ad8\u3044\u30c7\u30fc\u30bf\u306a\u304f\u3057\u3066\u3001\u52b9\u679c\u7684\u306a\u30c7\u30fc\u30bf\u6d3b\u7528\u306f\u3042\u308a\u5f97\u307e\u305b\u3093\u3002\u307e\u305a\u306f\u3001\u55b6\u696d\u6d3b\u52d5\u306e\u3042\u3089\u3086\u308b\u63a5\u70b9\u3067\u9867\u5ba2\u60c5\u5831\u3092\u53ce\u96c6\u3057\u3001\u4e00\u5143\u7ba1\u7406\u3059\u308b\u4ed5\u7d44\u307f\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u540d\u523a\u4ea4\u63db\u306e\u3088\u3046\u306a\u30aa\u30d5\u30e9\u30a4\u30f3\u306e\u63a5\u70b9\u304b\u3089\u3001Web\u30b5\u30a4\u30c8\u3067\u306e\u884c\u52d5\u5c65\u6b74\u3068\u3044\u3063\u305f\u30aa\u30f3\u30e9\u30a4\u30f3\u306e\u30c7\u30fc\u30bf\u307e\u3067\u3001\u591a\u89d2\u7684\u306b\u60c5\u5831\u3092\u96c6\u3081\u307e\u3057\u3087\u3046\u3002\u305d\u3057\u3066\u3001<strong>SFA\u3084CRM\u3068\u3044\u3063\u305f\u30c4\u30fc\u30eb\u306b\u300c\u3044\u3064\u300d\u300c\u8ab0\u304c\u300d\u300c\u4f55\u3092\u300d\u5165\u529b\u3059\u308b\u306e\u304b\u3001\u660e\u78ba\u306a\u30eb\u30fc\u30eb\u3092\u5b9a\u3081\u3066\u7d44\u7e54\u5168\u4f53\u3067\u5fb9\u5e95\u3059\u308b<\/strong>\u3053\u3068\u304c\u3001\u30c7\u30fc\u30bf\u6d3b\u7528\u306e\u7b2c\u4e00\u6b69\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u53ce\u96c6\u3059\u3079\u304d\u30c7\u30fc\u30bf\u9805\u76ee\u306f\u591a\u5c90\u306b\u308f\u305f\u308a\u307e\u3059\u304c\u3001\u76ee\u7684\u5225\u306b\u6574\u7406\u3059\u308b\u3068\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u3092\u7db2\u7f85\u7684\u306b\u84c4\u7a4d\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u7cbe\u5ea6\u306e\u9ad8\u3044\u5206\u6790\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th><strong>\u30c7\u30fc\u30bf\u5206\u985e<\/strong><\/th><th><strong>\u4e3b\u306a\u9805\u76ee\u4f8b<\/strong><\/th><th><strong>\u53ce\u96c6\u76ee\u7684\u30fb\u6d3b\u7528\u65b9\u6cd5<\/strong><\/th><\/tr><tr><td><strong>\u4f01\u696d\u30c7\u30fc\u30bf\uff08\u9759\u7684\u60c5\u5831\uff09<\/strong><\/td><td>\u4f01\u696d\u540d\u3001\u6240\u5728\u5730\u3001\u696d\u7a2e\u3001\u696d\u754c\u3001\u4f01\u696d\u898f\u6a21\uff08\u5f93\u696d\u54e1\u6570\u30fb\u58f2\u4e0a\u9ad8\uff09\u3001\u8cc7\u672c\u91d1\u3001\u8a2d\u7acb\u5e74\u3001Web\u30b5\u30a4\u30c8URL<\/td><td>\u30bf\u30fc\u30b2\u30c3\u30c8\u4f01\u696d\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3001\u30a2\u30d7\u30ed\u30fc\u30c1\u30ea\u30b9\u30c8\u306e\u4f5c\u6210\u3001\u696d\u7a2e\u5225\u306e\u50be\u5411\u5206\u6790<\/td><\/tr><tr><td><strong>\u62c5\u5f53\u8005\u30c7\u30fc\u30bf\uff08\u9759\u7684\u60c5\u5831\uff09<\/strong><\/td><td>\u6c0f\u540d\u3001\u90e8\u7f72\u3001\u5f79\u8077\u3001\u30e1\u30fc\u30eb\u30a2\u30c9\u30ec\u30b9\u3001\u96fb\u8a71\u756a\u53f7\u3001\u6c7a\u88c1\u6a29\u306e\u6709\u7121\u3001\u30ad\u30fc\u30d1\u30fc\u30bd\u30f3\u60c5\u5831<\/td><td>\u9069\u5207\u306a\u62c5\u5f53\u8005\u3078\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3001\u30ad\u30fc\u30d1\u30fc\u30bd\u30f3\u653b\u7565\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/td><\/tr><tr><td><strong>\u5546\u8ac7\u30c7\u30fc\u30bf\uff08\u52d5\u7684\u60c5\u5831\uff09<\/strong><\/td><td>\u5546\u8ac7\u65e5\u6642\u3001\u5bfe\u5fdc\u8005\u3001\u5546\u8ac7\u30d5\u30a7\u30fc\u30ba\u3001\u63d0\u6848\u5185\u5bb9\u3001\u9867\u5ba2\u306e\u8ab2\u984c\u30fb\u30cb\u30fc\u30ba\u3001BANT\u60c5\u5831\uff08\u4e88\u7b97\u30fb\u6c7a\u88c1\u6a29\u30fb\u5fc5\u8981\u6027\u30fb\u5c0e\u5165\u6642\u671f\uff09\u3001\u7af6\u5408\u60c5\u5831\u3001\u53d7\u6ce8\u30fb\u5931\u6ce8\u7406\u7531<\/td><td>\u6848\u4ef6\u7ba1\u7406\u3001\u9032\u6357\u306e\u53ef\u8996\u5316\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306e\u7279\u5b9a\u3001\u53d7\u6ce8\u30fb\u5931\u6ce8\u5206\u6790\u306b\u3088\u308b\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u6539\u5584<\/td><\/tr><tr><td><strong>\u884c\u52d5\u5c65\u6b74\u30c7\u30fc\u30bf\uff08\u52d5\u7684\u60c5\u5831\uff09<\/strong><\/td><td>Web\u30b5\u30a4\u30c8\u8a2a\u554f\u5c65\u6b74\u3001\u30e1\u30fc\u30eb\u958b\u5c01\u30fb\u30af\u30ea\u30c3\u30af\u7387\u3001\u8cc7\u6599\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3001\u30bb\u30df\u30ca\u30fc\u30fb\u30a4\u30d9\u30f3\u30c8\u53c2\u52a0\u5c65\u6b74\u3001\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74<\/td><td>\u9867\u5ba2\u306e\u8208\u5473\u30fb\u95a2\u5fc3\u306e\u5ea6\u5408\u3044\u3092\u53ef\u8996\u5316\u3001\u898b\u8fbc\u307f\u9867\u5ba2\u306e\u80b2\u6210\uff08\u30ca\u30fc\u30c1\u30e3\u30ea\u30f3\u30b0\uff09\u3001\u30a2\u30d7\u30ed\u30fc\u30c1\u30bf\u30a4\u30df\u30f3\u30b0\u306e\u6700\u9069\u5316<\/td><\/tr><tr><td><strong>\u8cfc\u8cb7\u30fb\u5951\u7d04\u30c7\u30fc\u30bf\uff08\u52d5\u7684\u60c5\u5831\uff09<\/strong><\/td><td>\u8cfc\u5165\u88fd\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u3001\u5951\u7d04\u65e5\u3001\u5951\u7d04\u91d1\u984d\u3001\u5951\u7d04\u671f\u9593\u3001\u904e\u53bb\u306e\u8cfc\u5165\u5c65\u6b74\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u30fb\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u5c65\u6b74<\/td><td>\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff08LTV\uff09\u306e\u7b97\u51fa\u3001\u512a\u826f\u9867\u5ba2\u306e\u7279\u5b9a\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u30fb\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u6a5f\u4f1a\u5275\u51fa\u3001\u89e3\u7d04\u4e88\u5146\u306e\u691c\u77e5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u9867\u5ba2\u30c7\u30fc\u30bf\u5206\u6790\u3067\u65b0\u305f\u306a\u55b6\u696d\u6a5f\u4f1a\u3092\u767a\u898b\u3059\u308b<\/strong><\/h3>\n\n\n\n<p>\u53ce\u96c6\u30fb\u84c4\u7a4d\u3057\u305f\u30c7\u30fc\u30bf\u306f\u3001\u5206\u6790\u3057\u3066\u521d\u3081\u3066\u4fa1\u5024\u3092\u751f\u307f\u307e\u3059\u3002\u30c7\u30fc\u30bf\u5206\u6790\u3092\u901a\u3058\u3066\u3001\u9867\u5ba2\u3078\u306e\u7406\u89e3\u3092\u6df1\u3081\u3001\u52d8\u3084\u7d4c\u9a13\u3060\u3051\u306b\u983c\u3089\u306a\u3044\u79d1\u5b66\u7684\u306a\u55b6\u696d\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5c55\u958b\u3057\u307e\u3057\u3087\u3046\u3002\u3053\u3053\u3067\u306f\u3001\u660e\u65e5\u304b\u3089\u3067\u3082\u5b9f\u8df5\u3067\u304d\u308b\u4ee3\u8868\u7684\u306a\u30c7\u30fc\u30bf\u5206\u6790\u30fb\u6d3b\u7528\u624b\u6cd5\u30923\u3064\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308b\u30bf\u30fc\u30b2\u30c3\u30c8\u6226\u7565<\/strong><\/h4>\n\n\n\n<p>\u3059\u3079\u3066\u306e\u9867\u5ba2\u306b\u540c\u3058\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u3057\u3066\u3044\u307e\u305b\u3093\u304b\uff1f\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3068\u306f\u3001\u9867\u5ba2\u3092\u5171\u901a\u306e\u5c5e\u6027\u3084\u7279\u5fb4\u3092\u6301\u3064\u30b0\u30eb\u30fc\u30d7\u306b\u5206\u985e\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5404\u30b0\u30eb\u30fc\u30d7\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u305f\u6700\u9069\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u53ef\u80fd\u3068\u306a\u308a\u3001\u55b6\u696d\u6d3b\u52d5\u306e\u52b9\u7387\u3068\u52b9\u679c\u3092\u98db\u8e8d\u7684\u306b\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u5207\u308a\u53e3\u3067\u9867\u5ba2\u3092\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u3051\u3057\u3001\u305d\u308c\u305e\u308c\u306b\u7279\u5316\u3057\u305f\u6226\u7565\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u512a\u826f\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\uff1a<\/strong>\u8cfc\u5165\u91d1\u984d\u3084\u983b\u5ea6\u304c\u9ad8\u3044\u9867\u5ba2\u5c64\u3002<strong>\u62c5\u5f53\u8005\u304c\u5b9a\u671f\u7684\u306b\u624b\u539a\u3044\u30d5\u30a9\u30ed\u30fc\u3092\u884c\u3044\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u3084\u30af\u30ed\u30b9\u30bb\u30eb\u3092\u63d0\u6848\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff08LTV\uff09\u306e\u6700\u5927\u5316\u3092\u76ee\u6307\u3057\u307e\u3059\u3002<\/strong><\/li>\n\n\n\n<li><strong>\u80b2\u6210\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\uff1a<\/strong>\u88fd\u54c1\u3078\u306e\u95a2\u5fc3\u306f\u793a\u3057\u3066\u3044\u308b\u304c\u3001\u307e\u3060\u8cfc\u5165\u306b\u81f3\u3063\u3066\u3044\u306a\u3044\u898b\u8fbc\u307f\u9867\u5ba2\u5c64\u3002\u30e1\u30fc\u30eb\u30de\u30ac\u30b8\u30f3\u3067\u306e\u60c5\u5831\u63d0\u4f9b\u3084\u3001\u5c0e\u5165\u4e8b\u4f8b\u30bb\u30df\u30ca\u30fc\u3078\u306e\u62db\u5f85\u306a\u3069\u3092\u901a\u3058\u3066\u3001\u8cfc\u8cb7\u610f\u6b32\u3092\u9ad8\u3081\u308b\u30a2\u30d7\u30ed\u30fc\u30c1\uff08\u30ca\u30fc\u30c1\u30e3\u30ea\u30f3\u30b0\uff09\u304c\u6709\u52b9\u3067\u3059\u3002<\/li>\n\n\n\n<li><strong>\u4f11\u7720\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\uff1a<\/strong>\u904e\u53bb\u306b\u53d6\u5f15\u306f\u3042\u3063\u305f\u304c\u3001\u73fe\u5728\u306f\u6d3b\u52d5\u304c\u306a\u3044\u9867\u5ba2\u5c64\u3002\u65b0\u88fd\u54c1\u306e\u6848\u5185\u3084\u7279\u5225\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30aa\u30d5\u30a1\u30fc\u3092\u9001\u308b\u3053\u3068\u3067\u3001\u95a2\u4fc2\u3092\u518d\u69cb\u7bc9\u3057\u3001\u6398\u308a\u8d77\u3053\u3057\u3092\u72d9\u3044\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306b\u9867\u5ba2\u3092\u5206\u985e\u3057\u3001\u30e1\u30ea\u30cf\u30ea\u306e\u3042\u308b\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u9650\u3089\u308c\u305f\u55b6\u696d\u30ea\u30bd\u30fc\u30b9\u3092\u6700\u3082\u52b9\u679c\u7684\u306a\u5834\u6240\u306b\u96c6\u4e2d\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u5546\u8ac7\u9032\u6357\u3068\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u95a2\u9023\u6027\u5206\u6790<\/strong><\/h4>\n\n\n\n<p>\u300c\u306a\u305c\u3001\u3042\u306e\u6848\u4ef6\u306f\u53d7\u6ce8\u3067\u304d\u305f\u306e\u304b\u300d\u300c\u306a\u305c\u3001\u3053\u306e\u6848\u4ef6\u306f\u5931\u6ce8\u3057\u305f\u306e\u304b\u300d\u3092\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u7d44\u7e54\u5168\u4f53\u306e\u300c\u52dd\u3061\u30d1\u30bf\u30fc\u30f3\u300d\u3092\u898b\u3064\u3051\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u304c\u3001\u3044\u308f\u3086\u308b\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u3068\u6848\u4ef6\u5206\u6790\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u307e\u305a\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u300c\u521d\u56de\u30a2\u30d7\u30ed\u30fc\u30c1\u300d\u300c\u30d2\u30a2\u30ea\u30f3\u30b0\u300d\u300c\u63d0\u6848\u300d\u300c\u30af\u30ed\u30fc\u30b8\u30f3\u30b0\u300d\u3068\u3044\u3063\u305f\u30d5\u30a7\u30fc\u30ba\u306b\u5206\u89e3\u3057\u3001\u5404\u6848\u4ef6\u304c\u3069\u306e\u6bb5\u968e\u306b\u3042\u308b\u306e\u304b\u3092\u53ef\u8996\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u7279\u5b9a\u306e\u30d5\u30a7\u30fc\u30ba\u3067\u6848\u4ef6\u304c\u6ede\u7559\u3057\u3066\u3044\u306a\u3044\u304b\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3068\u306a\u3063\u3066\u3044\u308b\u7b87\u6240\u3092\u7279\u5b9a\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3055\u3089\u306b\u3001\u53d7\u6ce8\u306b\u81f3\u3063\u305f\u6848\u4ef6\u3068\u5931\u6ce8\u3057\u305f\u6848\u4ef6\u306e\u30c7\u30fc\u30bf\u3092\u6bd4\u8f03\u5206\u6790\u3057\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<div class=\"swell-block-capbox cap_box is-style-small_ttl\" data-colset=\"col2\"><div class=\"cap_box_ttl\"><span><strong>\u53d7\u6ce8\u6848\u4ef6\u306e\u5171\u901a\u70b9<\/strong><\/span><\/div><div class=\"cap_box_content\">\n<p>\u7279\u5b9a\u306e\u696d\u7a2e\u3084\u4f01\u696d\u898f\u6a21\u306b\u504f\u3063\u3066\u3044\u306a\u3044\u304b\uff1f<br>\u521d\u56de\u63a5\u89e6\u304b\u3089\u53d7\u6ce8\u307e\u3067\u306e\u671f\u9593\u306f\u3069\u308c\u304f\u3089\u3044\u304b\uff1f<br>\u63d0\u6848\u5185\u5bb9\u306b\u5171\u901a\u3059\u308b\u7279\u5fb4\u306f\u4f55\u304b\uff1f<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"swell-block-capbox cap_box is-style-small_ttl\" data-colset=\"col2\"><div class=\"cap_box_ttl\"><span><strong><strong>\u5931\u6ce8\u6848\u4ef6\u306e\u5171\u901a\u70b9<\/strong><\/strong><\/span><\/div><div class=\"cap_box_content\">\n<p>\u5931\u6ce8\u7406\u7531\u3067\u6700\u3082\u591a\u3044\u306e\u306f\u300c\u4fa1\u683c\u300d\u304b\u300c\u6a5f\u80fd\u300d\u304b\uff1f<br>\u7af6\u5408\u306f\u3069\u3053\u304c\u591a\u3044\u304b\uff1f<br>\u3069\u306e\u30d5\u30a7\u30fc\u30ba\u3067\u306e\u96e2\u8131\u304c\u6700\u3082\u591a\u3044\u304b\uff1f<\/p>\n<\/div><\/div>\n\n\n\n<p><strong>\u3053\u308c\u3089\u306e\u5206\u6790\u304b\u3089\u5c0e\u304d\u51fa\u3055\u308c\u305f\u300c\u6210\u529f\u6cd5\u5247\u300d\u3084\u300c\u5931\u6557\u8981\u56e0\u300d\u3092\u7d44\u7e54\u5168\u4f53\u3067\u5171\u6709\u3057\u3001\u55b6\u696d\u30c8\u30fc\u30af\u3084\u63d0\u6848\u8cc7\u6599\u3092\u6539\u5584\u3057\u3066\u3044\u304f\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u53d7\u6ce8\u7387\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9867\u5ba2\u6e80\u8db3\u5ea6\u5411\u4e0a\u3068\u30ea\u30d4\u30fc\u30c8\u7387\u30a2\u30c3\u30d7\u3078\u306e\u30c7\u30fc\u30bf\u6d3b\u7528<\/strong><\/h4>\n\n\n\n<p>\u30d3\u30b8\u30cd\u30b9\u3092\u5b89\u5b9a\u7684\u306b\u6210\u9577\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u65b0\u898f\u9867\u5ba2\u306e\u7372\u5f97\u3068\u540c\u6642\u306b\u3001\u65e2\u5b58\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7dad\u6301\u3057\u3001LTV\uff08\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff09\u3092\u9ad8\u3081\u3066\u3044\u304f\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u65e2\u5b58\u9867\u5ba2\u3078\u306e\u30d5\u30a9\u30ed\u30fc\u3092\u3088\u308a\u6226\u7565\u7684\u306b\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001\u9867\u5ba2\u306e\u8cfc\u8cb7\u5c65\u6b74\u3084\u30b5\u30fc\u30d3\u30b9\u306e\u5229\u7528\u72b6\u6cc1\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u3084\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u7d76\u597d\u306e\u6a5f\u4f1a\u3092\u898b\u3064\u3051\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u88fd\u54c1A\u3092\u8cfc\u5165\u3057\u305f\u9867\u5ba2\u306e\u591a\u304f\u304c\u3001\u534a\u5e74\u5f8c\u306b\u30aa\u30d7\u30b7\u30e7\u30f3B\u3092\u8ffd\u52a0\u8cfc\u5165\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u30c7\u30fc\u30bf\u304c\u3042\u308c\u3070\u3001\u88fd\u54c1A\u306e\u8cfc\u5165\u304b\u30895\u30f6\u6708\u5f8c\u306e\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u3001\u5148\u56de\u308a\u3057\u3066\u30aa\u30d7\u30b7\u30e7\u30f3B\u3092\u63d0\u6848\u3059\u308b\u3068\u3044\u3063\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u307e\u305f\u3001\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74\u3084\u30b5\u30dd\u30fc\u30c8\u30c7\u30b9\u30af\u306e\u5bfe\u5fdc\u5c65\u6b74\u3082\u8cb4\u91cd\u306a\u30c7\u30fc\u30bf\u3067\u3059\u3002<strong>\u540c\u69d8\u306e\u8cea\u554f\u304c\u983b\u7e41\u306b\u5bc4\u305b\u3089\u308c\u3066\u3044\u308b\u5834\u5408\u3001\u305d\u308c\u306f\u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u306e\u6539\u5584\u70b9\u3001\u3042\u308b\u3044\u306f\u30de\u30cb\u30e5\u30a2\u30eb\u3084FAQ\u3067\u88dc\u3046\u3079\u304d\u60c5\u5831\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002<\/strong>\u3053\u308c\u3089\u306e\u58f0\u306b\u771f\u646f\u306b\u8033\u3092\u50be\u3051\u3001\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u3067\u9867\u5ba2\u6e80\u8db3\u5ea6\u306f\u5411\u4e0a\u3057\u3001\u89e3\u7d04\u7387\u306e\u4f4e\u4e0b\u3084\u30ea\u30d4\u30fc\u30c8\u8cfc\u5165\u3078\u3068\u3064\u306a\u304c\u3063\u3066\u3044\u304f\u306e\u3067\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u300c\u5b88\u308a\u300d\u306e\u6226\u7565\u306b\u3082\u6d3b\u7528\u3059\u308b\u3053\u3068\u304c\u3001\u9577\u671f\u7684\u306a\u6210\u529f\u306e\u9375\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u55b6\u696d\u306e\u9867\u5ba2\u7ba1\u7406\u3092\u52b9\u7387\u5316\u3059\u308b\u30c4\u30fc\u30eb\u5c0e\u5165<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"667\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_4.png\" alt=\"\" class=\"wp-image-2875\" srcset=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_4.png 1000w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_4-300x200.png 300w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_4-768x512.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306e\u9867\u5ba2\u7ba1\u7406\u306b\u9650\u754c\u3092\u611f\u3058\u3066\u3044\u307e\u305b\u3093\u304b\uff1f\u60c5\u5831\u304c\u5c5e\u4eba\u5316\u3057\u3001\u62c5\u5f53\u8005\u3057\u304b\u72b6\u6cc1\u3092\u628a\u63e1\u3067\u304d\u306a\u3044\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306a\u60c5\u5831\u5171\u6709\u304c\u96e3\u3057\u3044\u3001\u30c7\u30fc\u30bf\u5206\u6790\u306b\u624b\u9593\u304c\u304b\u304b\u308b\u3068\u3044\u3063\u305f\u8ab2\u984c\u306f\u3001\u591a\u304f\u306e\u4f01\u696d\u304c\u62b1\u3048\u308b\u60a9\u307f\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u8ab2\u984c\u3092\u89e3\u6c7a\u3057\u3001\u55b6\u696d\u7d44\u7e54\u5168\u4f53\u306e\u751f\u7523\u6027\u3092\u98db\u8e8d\u7684\u306b\u5411\u4e0a\u3055\u305b\u308b\u9375\u3068\u306a\u308b\u306e\u304c\u3001\u9867\u5ba2\u7ba1\u7406\u30c4\u30fc\u30eb\u306e\u5c0e\u5165\u3067\u3059\u3002\u672c\u7ae0\u3067\u306f\u3001\u55b6\u696d\u306e\u9867\u5ba2\u7ba1\u7406\u3092\u5287\u7684\u306b\u52b9\u7387\u5316\u3059\u308b\u30c4\u30fc\u30eb\u306e\u6d3b\u7528\u6cd5\u306b\u3064\u3044\u3066\u3001\u5177\u4f53\u7684\u306a\u9078\u3073\u65b9\u304b\u3089\u5c0e\u5165\u306e\u30b9\u30c6\u30c3\u30d7\u307e\u3067\u8a73\u3057\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>CRM\/SFA\u3092\u6d3b\u7528\u3057\u305f\u55b6\u696d\u306e\u9867\u5ba2\u7ba1\u7406<\/strong><\/h3>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u30c4\u30fc\u30eb\u3068\u4e00\u8a00\u3067\u8a00\u3063\u3066\u3082\u3001\u305d\u306e\u76ee\u7684\u306b\u3088\u3063\u3066\u300cCRM\u300d\u3068\u300cSFA\u300d\u306e2\u7a2e\u985e\u306b\u5927\u5225\u3055\u308c\u307e\u3059\u3002\u4e21\u8005\u306e\u9055\u3044\u3092\u6b63\u3057\u304f\u7406\u89e3\u3057\u3001\u81ea\u793e\u306e\u76ee\u7684\u306b\u5408\u3063\u305f\u30c4\u30fc\u30eb\u3092\u9078\u3076\u3053\u3068\u304c\u6210\u529f\u306e\u7b2c\u4e00\u6b69\u3067\u3059\u3002<\/p>\n\n\n\n<p><strong>CRM\uff08Customer Relationship Management\uff1a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09<\/strong>\u306f\u3001\u305d\u306e\u540d\u306e\u901a\u308a\u3001\u9867\u5ba2\u3068\u306e\u826f\u597d\u306a\u95a2\u4fc2\u3092\u69cb\u7bc9\u30fb\u7dad\u6301\u3059\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u305f\u30c4\u30fc\u30eb\u3067\u3059\u3002\u9867\u5ba2\u306e\u57fa\u672c\u60c5\u5831\u3001\u904e\u53bb\u306e\u8cfc\u8cb7\u5c65\u6b74\u3001\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u8a18\u9332\u306a\u3069\u3092\u4e00\u5143\u7ba1\u7406\u3057\u3001\u9867\u5ba2\u4e00\u4eba\u3072\u3068\u308a\u306b\u5408\u308f\u305b\u305f\u6700\u9069\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u4e3b\u306b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u90e8\u9580\u3084\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u90e8\u9580\u3067\u6d3b\u7528\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u3067\u3059\u304c\u3001\u9577\u671f\u7684\u306a\u9867\u5ba2\u80b2\u6210\uff08\u30ca\u30fc\u30c1\u30e3\u30ea\u30f3\u30b0\uff09\u3092\u76ee\u6307\u3059\u55b6\u696d\u30b9\u30bf\u30a4\u30eb\u306b\u3082\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3001<strong>SFA\uff08Sales Force Automation\uff1a\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09<\/strong>\u306f\u3001\u55b6\u696d\u6d3b\u52d5\u305d\u306e\u3082\u306e\u3092\u52b9\u7387\u5316\u3057\u3001\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u306b\u7279\u5316\u3057\u305f\u30c4\u30fc\u30eb\u3067\u3059\u3002\u55b6\u696d\u62c5\u5f53\u8005\u306e\u65e5\u3005\u306e\u6d3b\u52d5\uff08\u5546\u8ac7\u3001\u8a2a\u554f\u3001\u96fb\u8a71\u306a\u3069\uff09\u3092\u8a18\u9332\u3057\u3001\u6848\u4ef6\u306e\u9032\u6357\u72b6\u6cc1\u3084\u4e88\u5b9f\u7ba1\u7406\u3001\u65e5\u5831\u4f5c\u6210\u306a\u3069\u3092\u652f\u63f4\u3057\u307e\u3059\u3002SFA\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u304c\u53ef\u8996\u5316\u3055\u308c\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306e\u7279\u5b9a\u3084\u6210\u529f\u30d1\u30bf\u30fc\u30f3\u306e\u5171\u6709\u304c\u5bb9\u6613\u306b\u306a\u308a\u307e\u3059\u3002\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u5404\u62c5\u5f53\u8005\u306e\u6d3b\u52d5\u72b6\u6cc1\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u628a\u63e1\u3057\u3001\u7684\u78ba\u306a\u6307\u793a\u3092\u51fa\u3059\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u6700\u8fd1\u3067\u306f\u3001CRM\u3068SFA\u306e\u4e21\u65b9\u306e\u6a5f\u80fd\u3092\u4f75\u305b\u6301\u3063\u305f\u7d71\u5408\u578b\u30c4\u30fc\u30eb\u304c\u4e3b\u6d41\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u300c\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u69cb\u7bc9\u300d\u3068\u300c\u55b6\u696d\u6d3b\u52d5\u306e\u52b9\u7387\u5316\u300d\u3068\u3044\u3046\u4e21\u65b9\u306e\u8996\u70b9\u304b\u3089\u3001\u81ea\u793e\u304c\u3069\u3061\u3089\u306e\u8ab2\u984c\u3092\u3088\u308a\u91cd\u8996\u3059\u308b\u304b\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u81ea\u793e\u306b\u6700\u9069\u306a\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306e\u9078\u3073\u65b9\u3068\u6d3b\u7528\u4e8b\u4f8b<\/strong><\/h3>\n\n\n\n<p>\u6570\u591a\u304f\u306e\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306e\u4e2d\u304b\u3089\u3001\u81ea\u793e\u306b\u6700\u9069\u306a\u30c4\u30fc\u30eb\u3092\u898b\u3064\u3051\u51fa\u3059\u306e\u306f\u7c21\u5358\u306a\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u3053\u3067\u306f\u3001\u5931\u6557\u3057\u306a\u3044\u305f\u3081\u306e\u9078\u3073\u65b9\u306e\u30dd\u30a4\u30f3\u30c8\u3068\u3001\u56fd\u5185\u3067\u5e83\u304f\u5229\u7528\u3055\u308c\u3066\u3044\u308b\u4e3b\u8981\u30c4\u30fc\u30eb\u3001\u305d\u3057\u3066\u5c0e\u5165\u3092\u6210\u529f\u306b\u5c0e\u304f\u305f\u3081\u306e\u5177\u4f53\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u56fd\u5185\u3067\u666e\u53ca\u3057\u3066\u3044\u308b\u4e3b\u8981\u30c4\u30fc\u30eb\u306e\u7d39\u4ecb<\/strong><\/h4>\n\n\n\n<p>\u307e\u305a\u306f\u3001\u65e5\u672c\u56fd\u5185\u3067\u591a\u304f\u306e\u4f01\u696d\u306b\u5c0e\u5165\u3055\u308c\u3066\u3044\u308b\u4ee3\u8868\u7684\u306a\u9867\u5ba2\u7ba1\u7406\u30c4\u30fc\u30eb\u3092\u3044\u304f\u3064\u304b\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002\u305d\u308c\u305e\u308c\u306b\u7279\u5fb4\u304c\u3042\u308b\u305f\u3081\u3001\u81ea\u793e\u306e\u898f\u6a21\u3084\u76ee\u7684\u3001\u4e88\u7b97\u306b\u5408\u308f\u305b\u3066\u6bd4\u8f03\u691c\u8a0e\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th><strong>\u30c4\u30fc\u30eb\u540d<\/strong><\/th><th><strong>\u4e3b\u306a\u7279\u5fb4<\/strong><\/th><th><strong>\u4fa1\u683c\u5e2f\u306e\u76ee\u5b89<\/strong><\/th><th><strong>\u7279\u306b\u63a8\u5968\u3055\u308c\u308b\u4f01\u696d<\/strong><\/th><\/tr><tr><td><img decoding=\"async\" width=\"50\" height=\"35\" class=\"wp-image-2861\" style=\"width: 50px;\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/Salesforce.com_logo.svg_.png\" alt=\"\"><br><strong>Salesforce Sales Cloud<\/strong><\/td><td>\u4e16\u754cNo.1\u30b7\u30a7\u30a2\u3092\u8a87\u308bCRM\/SFA\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3002\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u304c\u975e\u5e38\u306b\u9ad8\u304f\u3001\u5916\u90e8\u30c4\u30fc\u30eb\u3068\u306e\u9023\u643a\u3082\u8c4a\u5bcc\u3002\u5927\u898f\u6a21\u306a\u7d44\u7e54\u3084\u8907\u96d1\u306a\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u6301\u3064\u4f01\u696d\u306b\u6700\u9069\u3002<\/td><td>\u9ad8\u4fa1\u683c\u5e2f\uff08\u30e6\u30fc\u30b6\u30fc\u6570\u306b\u5fdc\u3058\u305f\u6708\u984d\u8ab2\u91d1\uff09<\/td><td>\u4e2d\u5805\u301c\u5927\u4f01\u696d\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u4f01\u696d<\/td><\/tr><tr><td><img decoding=\"async\" width=\"100\" height=\"18\" class=\"wp-image-1760\" style=\"width: 100px;\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/07\/kintone_logo.png\" alt=\"\"><br><strong>kintone\uff08\u30ad\u30f3\u30c8\u30fc\u30f3\uff09<\/strong><\/td><td>\u30b5\u30a4\u30dc\u30a6\u30ba\u304c\u63d0\u4f9b\u3059\u308b\u696d\u52d9\u6539\u5584\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3002\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u77e5\u8b58\u4e0d\u8981\u3067\u81ea\u793e\u306b\u5408\u3063\u305f\u9867\u5ba2\u7ba1\u7406\u30a2\u30d7\u30ea\u3092\u7c21\u5358\u306b\u4f5c\u6210\u53ef\u80fd\u3002\u67d4\u8edf\u6027\u3068\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u512a\u308c\u308b\u3002<\/td><td>\u4e2d\u4fa1\u683c\u5e2f\uff08\u30e6\u30fc\u30b6\u30fc\u6570\u306b\u5fdc\u3058\u305f\u6708\u984d\u8ab2\u91d1\uff09<\/td><td>\u4e2d\u5c0f\u4f01\u696d\u301c\u5927\u4f01\u696d\u306e\u90e8\u9580\u5358\u4f4d<\/td><\/tr><tr><td><img decoding=\"async\" width=\"100\" height=\"29\" class=\"wp-image-2391\" style=\"width: 100px;\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/01\/HubSpot_Logo.svg_.png\" alt=\"\" srcset=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/01\/HubSpot_Logo.svg_.png 600w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/01\/HubSpot_Logo.svg_-300x88.png 300w\" sizes=\"(max-width: 100px) 100vw, 100px\" \/><br><strong>HubSpot Sales Hub<\/strong><\/td><td>\u30a4\u30f3\u30d0\u30a6\u30f3\u30c9\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u601d\u60f3\u306b\u57fa\u3065\u304d\u8a2d\u8a08\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30bb\u30fc\u30eb\u30b9\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u3092\u4e00\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u7ba1\u7406\u53ef\u80fd\u3002\u7121\u6599\u30d7\u30e9\u30f3\u304b\u3089\u59cb\u3081\u3089\u308c\u308b\u306e\u304c\u9b45\u529b\u3002<\/td><td>\u7121\u6599\u301c\u9ad8\u4fa1\u683c\u5e2f\uff08\u6a5f\u80fd\u3068\u30e6\u30fc\u30b6\u30fc\u6570\u306b\u5fdc\u3058\u305f\u6708\u984d\u8ab2\u91d1\uff09<\/td><td>\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u301c\u4e2d\u5805\u4f01\u696d<\/td><\/tr><tr><td><img decoding=\"async\" width=\"150\" height=\"25\" class=\"wp-image-2389\" style=\"width: 150px;\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/01\/e_remix.png\" alt=\"\" srcset=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/01\/e_remix.png 608w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/01\/e_remix-300x51.png 300w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><br><strong>e-\u30bb\u30fc\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/strong><\/td><td>\u30bd\u30d5\u30c8\u30d6\u30ec\u30fc\u30f3\u304c\u63d0\u4f9b\u3059\u308b\u7d14\u56fd\u7523SFA\u3002\u65e5\u672c\u306e\u55b6\u696d\u30b9\u30bf\u30a4\u30eb\u306b\u5408\u308f\u305b\u3066\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u5b9a\u7740\u7387\u304c\u9ad8\u3044\u306e\u304c\u7279\u5fb4\u3002\u30b7\u30f3\u30b0\u30eb\u30a4\u30f3\u30d7\u30c3\u30c8\u30fb\u30de\u30eb\u30c1\u30a2\u30a6\u30c8\u30d7\u30c3\u30c8\u6a5f\u80fd\u3067\u5165\u529b\u8ca0\u62c5\u3092\u8efd\u6e1b\u3002<\/td><td>\u4e2d\u301c\u9ad8\u4fa1\u683c\u5e2f\uff08\u30e6\u30fc\u30b6\u30fc\u6570\u306b\u5fdc\u3058\u305f\u6708\u984d\u8ab2\u91d1\uff09<\/td><td>\u4e2d\u5c0f\u4f01\u696d\u301c\u5927\u4f01\u696d<\/td><\/tr><tr><td><img decoding=\"async\" width=\"100\" height=\"43\" class=\"wp-image-1759\" style=\"width: 100px;\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/07\/zohocrm_logo.png\" alt=\"\"><br><strong>Zoho CRM<\/strong><\/td><td>40\u7a2e\u985e\u4ee5\u4e0a\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u7fa4\u3092\u6301\u3064Zoho\u30b7\u30ea\u30fc\u30ba\u306e\u4e2d\u6838\u3002\u5727\u5012\u7684\u306a\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304c\u9b45\u529b\u3067\u3001\u591a\u6a5f\u80fd\u306a\u304c\u3089\u4f4e\u4fa1\u683c\u3067\u5229\u7528\u53ef\u80fd\u3002<\/td><td><br>\u4f4e\u301c\u4e2d\u4fa1\u683c\u5e2f\uff08\u6a5f\u80fd\u3068\u30e6\u30fc\u30b6\u30fc\u6570\u306b\u5fdc\u3058\u305f\u6708\u984d\u8ab2\u91d1\uff09<\/td><td>\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u301c\u4e2d\u5c0f\u4f01\u696d<\/td><\/tr><tr><td><img decoding=\"async\" width=\"100\" height=\"20\" class=\"wp-image-1758\" style=\"width: 100px;\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/07\/flexcrm_logo.png\" alt=\"\"><br><strong>FlexCRM<\/strong><\/td><td>\u9867\u5ba2\u7ba1\u7406\u3084\u55b6\u696d\u652f\u63f4\u3001\u60c5\u5831\u7ba1\u7406\u306a\u3069\u5fc5\u8981\u306a\u6a5f\u80fd\u3092\u6a19\u6e96\u88c5\u5099\u3002\u30aa\u30d7\u30b7\u30e7\u30f3\u306a\u3057\u3067\u4f7f\u3048\u3001\u64cd\u4f5c\u3082\u76f4\u611f\u7684\u306b\u308f\u304b\u308b\u306e\u3067\u5b66\u7fd2\u30b3\u30b9\u30c8\u4f4e\u304f\u3001\u5c0e\u5165\u3082\u3057\u3084\u3059\u3044<\/td><td>\u4fa1\u683c\uff1a1200\u5186\uff0f\u6708<br>1\u4eba\u5951\u7d04\u3082\u53ef<\/td><td>\u500b\u4eba\u4e8b\u696d\u4e3b\u3001\u4e2d\u5c0f\u4f01\u696d\u304b\u3089\u5927\u4f01\u696d\u307e\u3067<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u3053\u306e\u8868\u306f\u3042\u304f\u307e\u3067\u4e00\u4f8b\u3067\u3059\u3002\u5404\u30c4\u30fc\u30eb\u306b\u306f\u7121\u6599\u30c8\u30e9\u30a4\u30a2\u30eb\u671f\u9593\u304c\u8a2d\u3051\u3089\u308c\u3066\u3044\u308b\u3053\u3068\u304c\u591a\u3044\u305f\u3081\u3001<strong>\u5b9f\u969b\u306b\u8907\u6570\u306e\u30c4\u30fc\u30eb\u3092\u8a66\u3057\u3066\u307f\u3066\u3001\u73fe\u5834\u306e\u55b6\u696d\u62c5\u5f53\u8005\u304c\u6700\u3082\u4f7f\u3044\u3084\u3059\u3044\u3068\u611f\u3058\u308b\u3082\u306e\u3092\u9078\u3076<\/strong>\u3053\u3068\u304c\u3001\u5c0e\u5165\u5f8c\u306e\u5b9a\u7740\u3092\u5de6\u53f3\u3059\u308b\u91cd\u8981\u306a\u30dd\u30a4\u30f3\u30c8\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u5c0e\u5165\u6210\u529f\u306e\u305f\u3081\u306e\u30b9\u30c6\u30c3\u30d7\u3068\u6ce8\u610f\u70b9<\/strong><\/h4>\n\n\n\n<p>\u9ad8\u6a5f\u80fd\u306a\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3057\u3066\u3082\u3001\u793e\u5185\u3067\u6d3b\u7528\u3055\u308c\u306a\u3051\u308c\u3070\u610f\u5473\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u9867\u5ba2\u7ba1\u7406\u30c4\u30fc\u30eb\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u3001\u78ba\u5b9f\u306b\u6210\u679c\u306b\u3064\u306a\u3052\u308b\u305f\u3081\u306b\u306f\u3001\u8a08\u753b\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u8e0f\u3080\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u4ee5\u4e0b\u306e\u30b9\u30c6\u30c3\u30d7\u3068\u6ce8\u610f\u70b9\u3092\u53c2\u8003\u306b\u3001\u614e\u91cd\u306b\u5c0e\u5165\u3092\u9032\u3081\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<div class=\"swell-block-step\" data-num-style=\"circle\">\n<div class=\"swell-block-step__item\"><div class=\"swell-block-step__number u-bg-main\"><span class=\"__label\">STEP<\/span><\/div><div class=\"swell-block-step__title u-fz-l\"><strong>\u8ab2\u984c\u306e\u660e\u78ba\u5316\u3068\u76ee\u7684\u8a2d\u5b9a<\/strong><\/div><div class=\"swell-block-step__body\">\n<p>\u300c\u306a\u305c\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3059\u308b\u306e\u304b\u300d\u3068\u3044\u3046\u76ee\u7684\u3092\u660e\u78ba\u306b\u3057\u307e\u3059\u3002\u300c\u58f2\u4e0a\u309210%\u5411\u4e0a\u3055\u305b\u308b\u300d\u300c\u65b0\u898f\u9867\u5ba2\u304b\u3089\u306e\u53d7\u6ce8\u7387\u30925%\u6539\u5584\u3059\u308b\u300d\u300c\u55b6\u696d\u62c5\u5f53\u8005\u306e\u5831\u544a\u696d\u52d9\u6642\u9593\u30921\u65e530\u5206\u524a\u6e1b\u3059\u308b\u300d\u306a\u3069\u3001<strong>\u5177\u4f53\u7684\u3067\u6e2c\u5b9a\u53ef\u80fd\u306a\u76ee\u6a19\uff08KGI\/KPI\uff09\u3092\u8a2d\u5b9a\u3059\u308b<\/strong>\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u3053\u306e\u76ee\u7684\u304c\u66d6\u6627\u3060\u3068\u3001\u30c4\u30fc\u30eb\u9078\u5b9a\u306e\u8ef8\u304c\u3076\u308c\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"swell-block-step__item\"><div class=\"swell-block-step__number u-bg-main\"><span class=\"__label\">STEP<\/span><\/div><div class=\"swell-block-step__title u-fz-l\"><strong>\u8981\u4ef6\u5b9a\u7fa9\u3068\u6a5f\u80fd\u306e\u6d17\u3044\u51fa\u3057<\/strong><\/div><div class=\"swell-block-step__body\">\n<p>\u8a2d\u5b9a\u3057\u305f\u76ee\u7684\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u3001\u30c4\u30fc\u30eb\u306b\u3069\u306e\u3088\u3046\u306a\u6a5f\u80fd\u304c\u5fc5\u8981\u304b\u3092\u5177\u4f53\u7684\u306b\u6d17\u3044\u51fa\u3057\u307e\u3059\u3002\u73fe\u5728\u306e\u696d\u52d9\u30d5\u30ed\u30fc\u3092\u6574\u7406\u3057\u3001\u300c\u5fc5\u9808\u306e\u6a5f\u80fd\uff08Must\uff09\u300d\u300c\u3042\u3063\u305f\u3089\u5b09\u3057\u3044\u6a5f\u80fd\uff08Want\uff09\u300d\u3092\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7\u3057\u307e\u3057\u3087\u3046\u3002\u3053\u306e\u969b\u3001<strong>\u7d4c\u55b6\u5c64\u3060\u3051\u3067\u306a\u304f\u3001\u5b9f\u969b\u306b\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3059\u308b\u73fe\u5834\u306e\u55b6\u696d\u62c5\u5f53\u8005\u306e\u610f\u898b\u3092\u30d2\u30a2\u30ea\u30f3\u30b0\u3059\u308b<\/strong>\u3053\u3068\u304c\u3001\u5f8c\u306e\u5b9a\u7740\u7387\u3092\u5927\u304d\u304f\u5de6\u53f3\u3057\u307e\u3059\u3002<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"swell-block-step__item\"><div class=\"swell-block-step__number u-bg-main\"><span class=\"__label\">STEP<\/span><\/div><div class=\"swell-block-step__title u-fz-l\"><strong>\u30c4\u30fc\u30eb\u9078\u5b9a\u3068\u6bd4\u8f03\u691c\u8a0e<\/strong><\/div><div class=\"swell-block-step__body\">\n<p>\u8981\u4ef6\u5b9a\u7fa9\u3067\u6d17\u3044\u51fa\u3057\u305f\u6a5f\u80fd\u3092\u3082\u3068\u306b\u3001\u8907\u6570\u306e\u30c4\u30fc\u30eb\u3092\u6bd4\u8f03\u691c\u8a0e\u3057\u307e\u3059\u3002\u6a5f\u80fd\u3001\u4fa1\u683c\u3001\u30b5\u30dd\u30fc\u30c8\u4f53\u5236\u3001\u64cd\u4f5c\u6027\u306a\u3069\u3092\u7dcf\u5408\u7684\u306b\u8a55\u4fa1\u3057\u307e\u3057\u3087\u3046\u3002\u524d\u8ff0\u306e\u901a\u308a\u3001\u7121\u6599\u30c8\u30e9\u30a4\u30a2\u30eb\u3084\u30c7\u30e2\u3092\u6d3b\u7528\u3057\u3001<strong>\u5b9f\u969b\u306e\u696d\u52d9\u3092\u60f3\u5b9a\u3057\u305f\u64cd\u4f5c\u611f\u3092\u5fc5\u305a\u78ba\u8a8d<\/strong>\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"swell-block-step__item\"><div class=\"swell-block-step__number u-bg-main\"><span class=\"__label\">STEP<\/span><\/div><div class=\"swell-block-step__title u-fz-l\"><strong>\u5c0e\u5165\u8a08\u753b\u3068\u793e\u5185\u4f53\u5236\u306e\u69cb\u7bc9<\/strong><\/div><div class=\"swell-block-step__body\">\n<p>\u5c0e\u5165\u3059\u308b\u30c4\u30fc\u30eb\u304c\u6c7a\u307e\u3063\u305f\u3089\u3001\u5177\u4f53\u7684\u306a\u5c0e\u5165\u8a08\u753b\u3092\u7acb\u3066\u307e\u3059\u3002\u5c0e\u5165\u8cac\u4efb\u8005\u3084\u63a8\u9032\u30c1\u30fc\u30e0\u3092\u4efb\u547d\u3057\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3001\u5165\u529b\u30eb\u30fc\u30eb\u306e\u7b56\u5b9a\u3001\u793e\u5185\u7814\u4fee\u306e\u8a08\u753b\u306a\u3069\u3092\u5177\u4f53\u7684\u306b\u9032\u3081\u307e\u3059\u3002\u7279\u306b\u3001<strong>\u8ab0\u304c\u3001\u3044\u3064\u3001\u3069\u306e\u9805\u76ee\u3092\u5165\u529b\u3059\u308b\u306e\u304b\u3068\u3044\u3046\u30eb\u30fc\u30eb\u3092\u660e\u78ba\u306b\u5b9a\u7fa9<\/strong>\u3057\u3001\u5168\u793e\u3067\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"swell-block-step__item\"><div class=\"swell-block-step__number u-bg-main\"><span class=\"__label\">STEP<\/span><\/div><div class=\"swell-block-step__title u-fz-l\"><strong>\u904b\u7528\u958b\u59cb\u3068\u5b9a\u7740\u5316\u3078\u306e\u53d6\u308a\u7d44\u307f<\/strong><\/div><div class=\"swell-block-step__body\">\n<p>\u30c4\u30fc\u30eb\u5c0e\u5165\u306f\u30b4\u30fc\u30eb\u3067\u306f\u306a\u304f\u30b9\u30bf\u30fc\u30c8\u3067\u3059\u3002\u904b\u7528\u958b\u59cb\u5f8c\u306f\u3001\u5165\u529b\u3055\u308c\u305f\u30c7\u30fc\u30bf\u304c\u6b63\u3057\u304f\u6d3b\u7528\u3055\u308c\u3066\u3044\u308b\u304b\u3092\u5b9a\u671f\u7684\u306b\u30c1\u30a7\u30c3\u30af\u3057\u3001\u6539\u5584\u3092\u7e70\u308a\u8fd4\u3057\u307e\u3059\u3002\u30c4\u30fc\u30eb\u306e\u6d3b\u7528\u65b9\u6cd5\u306b\u95a2\u3059\u308b\u52c9\u5f37\u4f1a\u3092\u958b\u50ac\u3057\u305f\u308a\u3001\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3057\u3066\u6210\u679c\u3092\u4e0a\u3052\u305f\u62c5\u5f53\u8005\u3092\u8868\u5f70\u3057\u305f\u308a\u3059\u308b\u306a\u3069\u3001<strong>\u55b6\u696d\u7d44\u7e54\u5168\u4f53\u3067\u30c4\u30fc\u30eb\u3092\u300c\u80b2\u3066\u3066\u3044\u304f\u300d\u6587\u5316\u3092\u91b8\u6210\u3059\u308b<\/strong>\u3053\u3068\u304c\u6210\u529f\u306e\u9375\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<p>\u5c0e\u5165\u6642\u306e\u6ce8\u610f\u70b9\u3068\u3057\u3066\u3001\u6700\u521d\u304b\u3089\u5b8c\u74a7\u3092\u6c42\u3081\u3059\u304e\u306a\u3044\u3053\u3068\u3082\u5927\u5207\u3067\u3059\u3002\u307e\u305a\u306f\u30b9\u30e2\u30fc\u30eb\u30b9\u30bf\u30fc\u30c8\u3067\u57fa\u672c\u7684\u306a\u6a5f\u80fd\u304b\u3089\u4f7f\u3044\u59cb\u3081\u3001\u5f90\u3005\u306b\u6d3b\u7528\u7bc4\u56f2\u3092\u5e83\u3052\u3066\u3044\u304f\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u3001\u73fe\u5834\u306e\u8ca0\u62c5\u3092\u6e1b\u3089\u3057\u3001\u7d50\u679c\u7684\u306b\u5b9a\u7740\u306b\u3064\u306a\u304c\u308a\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u55b6\u696d\u306e\u9867\u5ba2\u7ba1\u7406\u3067\u58f2\u4e0a\u3092\u4f38\u3070\u3059\u5b9f\u8df5\u4f8b<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"589\" src=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_5.png\" alt=\"\" class=\"wp-image-2876\" srcset=\"https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_5.png 1000w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_5-300x177.png 300w, https:\/\/www.flexcrm.jp\/media\/wp-content\/uploads\/2025\/10\/2858_5-768x452.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u306e\u91cd\u8981\u6027\u3084\u6226\u7565\u3092\u7406\u89e3\u3057\u3066\u3082\u3001\u5b9f\u969b\u306b\u81ea\u793e\u3067\u3069\u306e\u3088\u3046\u306b\u6d3b\u304b\u305b\u3070\u826f\u3044\u306e\u304b\u30a4\u30e1\u30fc\u30b8\u304c\u6e67\u304b\u306a\u3044\u65b9\u3082\u591a\u3044\u3067\u3057\u3087\u3046\u3002\u3053\u3053\u3067\u306f\u3001\u9867\u5ba2\u7ba1\u7406\u3068\u30c7\u30fc\u30bf\u6d3b\u7528\u306b\u3088\u3063\u3066\u5b9f\u969b\u306b\u58f2\u4e0a\u3092\u4f38\u3070\u3057\u305f\u4f01\u696d\u306e\u4e8b\u4f8b\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002\u7406\u8ad6\u3060\u3051\u3067\u306a\u304f\u3001\u5b9f\u8df5\u7684\u306a\u6210\u529f\u306e\u5f62\u3092\u77e5\u308b\u3053\u3068\u3067\u3001\u81ea\u793e\u304c\u76ee\u6307\u3059\u3079\u304d\u65b9\u5411\u6027\u304c\u3088\u308a\u660e\u78ba\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u30c7\u30fc\u30bf\u6d3b\u7528\u3067\u58f2\u4e0a\u76ee\u6a19\u3092\u9054\u6210\u3057\u305f\u4f01\u696d\u306e\u4e8b\u4f8b<\/strong><\/h3>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff08CRM\/SFA\uff09\u3092\u5c0e\u5165\u3057\u3001\u305d\u3053\u306b\u84c4\u7a4d\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3092\u6b63\u3057\u304f\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u591a\u304f\u306e\u4f01\u696d\u304c\u55b6\u696d\u8ab2\u984c\u3092\u89e3\u6c7a\u3057\u3001\u76ee\u899a\u307e\u3057\u3044\u6210\u679c\u3092\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u7570\u306a\u308b\u696d\u7a2e\u3084\u898f\u6a21\u306e\u4f01\u696d\u306e\u6210\u529f\u4e8b\u4f8b\u30923\u3064\u30d4\u30c3\u30af\u30a2\u30c3\u30d7\u3057\u3001\u305d\u306e\u30dd\u30a4\u30f3\u30c8\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th><strong>\u696d\u754c \/ \u4f01\u696d\u898f\u6a21<\/strong><\/th><th><strong>\u5c0e\u5165\u524d\u306e\u8ab2\u984c<\/strong><\/th><th><strong>\u30c7\u30fc\u30bf\u6d3b\u7528\u65bd\u7b56<\/strong><\/th><th><strong>\u5c0e\u5165\u5f8c\u306e\u6210\u679c<\/strong><\/th><\/tr><tr><td><strong>BtoB \u88fd\u9020\u696d<\/strong><br><strong>\uff08\u4e2d\u5c0f\u4f01\u696d\uff09<\/strong><\/td><td>\u55b6\u696d\u62c5\u5f53\u8005\u3054\u3068\u306bExcel\u3084\u624b\u5e33\u3067\u9867\u5ba2\u60c5\u5831\u3092\u7ba1\u7406\u3057\u3066\u304a\u308a\u3001\u60c5\u5831\u304c\u5c5e\u4eba\u5316\u3002\u62c5\u5f53\u8005\u304c\u4e0d\u5728\u3060\u3068\u5bfe\u5fdc\u304c\u9045\u308c\u3001\u6a5f\u4f1a\u640d\u5931\u304c\u767a\u751f\u3057\u3066\u3044\u305f\u3002\u307e\u305f\u3001\u5931\u6ce8\u7406\u7531\u304c\u5171\u6709\u3055\u308c\u305a\u3001\u540c\u3058\u5931\u6557\u3092\u7e70\u308a\u8fd4\u3057\u3066\u3044\u305f\u3002<\/td><td>\u5b89\u4fa1\u306a\u30af\u30e9\u30a6\u30c9\u578bCRM\/SFA\u3092\u5c0e\u5165\u3057\u3001<strong>\u5168\u3066\u306e\u9867\u5ba2\u60c5\u5831\u3068\u5546\u8ac7\u5c65\u6b74\u3092\u4e00\u5143\u7ba1\u7406<\/strong>\u3002\u5931\u6ce8\u7406\u7531\u3092\u5fc5\u9808\u5165\u529b\u9805\u76ee\u3068\u3057\u3001\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3002\u4f11\u7720\u9867\u5ba2\u30ea\u30b9\u30c8\u3092\u81ea\u52d5\u62bd\u51fa\u3057\u3001\u30e1\u30eb\u30de\u30ac\u914d\u4fe1\u306a\u3069\u3067\u5b9a\u671f\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u958b\u59cb\u3057\u305f\u3002<\/td><td><strong>\u60c5\u5831\u5171\u6709\u306e\u5186\u6ed1\u5316\u306b\u3088\u308a\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u306e\u53d7\u6ce8\u7387\u304c15%\u5411\u4e0a<\/strong>\u3002\u5931\u6ce8\u5206\u6790\u304b\u3089\u5f97\u3089\u308c\u305f\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u55b6\u696d\u30c8\u30fc\u30af\u306b\u53cd\u6620\u3055\u305b\u3001\u6210\u7d04\u307e\u3067\u306e\u671f\u9593\u304c\u5e73\u574710\u65e5\u77ed\u7e2e\u3002\u4f11\u7720\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3082\u5897\u52a0\u3057\u3001\u65b0\u305f\u306a\u58f2\u4e0a\u57fa\u76e4\u3092\u69cb\u7bc9\u3067\u304d\u305f\u3002<\/td><\/tr><tr><td><strong>BtoC \u30b5\u30fc\u30d3\u30b9\u696d<\/strong><br><strong>\uff08\u5927\u624b\u4f01\u696d\uff09<\/strong><\/td><td>Web\u30b5\u30a4\u30c8\u306e\u30a2\u30af\u30bb\u30b9\u5c65\u6b74\u3001\u5e97\u8217\u306e\u8cfc\u8cb7\u5c65\u6b74\u3001\u30b3\u30fc\u30eb\u30bb\u30f3\u30bf\u30fc\u3078\u306e\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74\u306a\u3069\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u5404\u90e8\u9580\u3067\u30b5\u30a4\u30ed\u5316\u3002\u9867\u5ba2\u4e00\u4eba\u3072\u3068\u308a\u306b\u5bfe\u3057\u3066\u6700\u9069\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u3067\u304d\u3066\u3044\u306a\u304b\u3063\u305f\u3002<\/td><td>MA\uff08\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff09\u30c4\u30fc\u30eb\u3068CRM\u3092\u9023\u643a\u3002\u5404\u30c1\u30e3\u30cd\u30eb\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7d71\u5408\u3057\u3001\u9867\u5ba2\u306e\u884c\u52d5\u5c65\u6b74\u306b\u57fa\u3065\u3044\u305f\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3092\u5b9f\u65bd\u3002<strong>\u30b9\u30b3\u30a2\u304c\u9ad8\u3044\u898b\u8fbc\u307f\u5ba2\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u55b6\u696d\u62c5\u5f53\u8005\u306b\u901a\u77e5<\/strong>\u3059\u308b\u4ed5\u7d44\u307f\u3092\u69cb\u7bc9\u3057\u305f\u3002<\/td><td>\u55b6\u696d\u62c5\u5f53\u8005\u304c\u78ba\u5ea6\u306e\u9ad8\u3044\u898b\u8fbc\u307f\u5ba2\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u7d50\u679c\u3001<strong>\u5546\u8ac7\u5316\u7387\u304c\u524d\u5e74\u6bd4\u306730%\u6539\u5584<\/strong>\u3002\u9867\u5ba2\u306e\u8208\u5473\u95a2\u5fc3\u306b\u5408\u308f\u305b\u305f\u63d0\u6848\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u30fb\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u6210\u529f\u7387\u3082\u5927\u5e45\u306b\u5411\u4e0a\u3002\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u3082\u7e4b\u304c\u3063\u305f\u3002<\/td><\/tr><tr><td><strong>SaaS \u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u4f01\u696d<\/strong><\/td><td>\u6025\u901f\u306a\u9867\u5ba2\u6570\u306e\u5897\u52a0\u306b\u30b5\u30dd\u30fc\u30c8\u4f53\u5236\u304c\u8ffd\u3044\u3064\u304b\u305a\u3001\u9867\u5ba2\u306e\u30b5\u30fc\u30d3\u30b9\u5229\u7528\u7387\u304c\u4f4e\u4e0b\u3002\u89e3\u7d04\u7387\uff08\u30c1\u30e3\u30fc\u30f3\u30ec\u30fc\u30c8\uff09\u306e\u4e0a\u6607\u304c\u7d4c\u55b6\u8ab2\u984c\u3068\u306a\u3063\u3066\u3044\u305f\u3002\u3069\u306e\u9867\u5ba2\u304c\u89e3\u7d04\u3057\u305d\u3046\u304b\u3092\u4e8b\u524d\u306b\u628a\u63e1\u3067\u304d\u3066\u3044\u306a\u304b\u3063\u305f\u3002<\/td><td>\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30af\u30bb\u30b9\u6a5f\u80fd\u3092\u6301\u3064CRM\u3092\u5c0e\u5165\u3002\u9867\u5ba2\u306e\u30ed\u30b0\u30a4\u30f3\u983b\u5ea6\u3084\u7279\u5b9a\u6a5f\u80fd\u306e\u5229\u7528\u72b6\u6cc1\u3092\u30c7\u30fc\u30bf\u3067\u53ef\u8996\u5316\u3002<strong>\u5229\u7528\u7387\u304c\u4f4e\u4e0b\u3057\u3066\u3044\u308b\u9867\u5ba2\u3092\u300c\u89e3\u7d04\u4e88\u5099\u8ecd\u300d\u3068\u3057\u3066\u81ea\u52d5\u3067\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7<\/strong>\u3057\u3001\u80fd\u52d5\u7684\u306a\u30d5\u30a9\u30ed\u30fc\u3092\u5b9f\u65bd\u3057\u305f\u3002<\/td><td>\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30b5\u30dd\u30fc\u30c8\u4f53\u5236\u3092\u69cb\u7bc9\u3057\u305f\u3053\u3068\u3067\u3001<strong>\u8ab2\u984c\u3067\u3042\u3063\u305f\u30c1\u30e3\u30fc\u30f3\u30ec\u30fc\u30c8\u3092\u534a\u6e1b\u3055\u305b\u308b\u3053\u3068\u306b\u6210\u529f<\/strong>\u3002\u9867\u5ba2\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u88fd\u54c1\u958b\u767a\u306b\u6d3b\u304b\u3059\u30b5\u30a4\u30af\u30eb\u3082\u751f\u307e\u308c\u3001LTV\uff08\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff09\u306e\u6700\u5927\u5316\u3092\u5b9f\u73fe\u3057\u305f\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u55b6\u696d\u7d44\u7e54\u5168\u4f53\u3067\u30c7\u30fc\u30bf\u6d3b\u7528\u6587\u5316\u3092\u6839\u4ed8\u304b\u305b\u308b\u306b\u306f<\/strong><\/h3>\n\n\n\n<p>\u7d20\u6674\u3089\u3057\u3044\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3057\u3066\u3082\u3001\u305d\u308c\u304c\u4f7f\u308f\u308c\u306a\u3051\u308c\u3070\u610f\u5473\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u6700\u3082\u91cd\u8981\u306a\u306e\u306f\u3001\u55b6\u696d\u7d44\u7e54\u5168\u4f53\u306b\u300c\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u5224\u65ad\u3057\u3001\u884c\u52d5\u3059\u308b\u300d\u3068\u3044\u3046\u6587\u5316\u3092\u6839\u4ed8\u304b\u305b\u308b\u3053\u3068\u3067\u3059\u3002\u30c4\u30fc\u30eb\u306f\u3042\u304f\u307e\u3067\u624b\u6bb5\u3067\u3042\u308a\u3001\u76ee\u7684\u306f\u30c7\u30fc\u30bf\u6d3b\u7528\u306b\u3088\u308b\u55b6\u696d\u6210\u679c\u306e\u6700\u5927\u5316\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u30c7\u30fc\u30bf\u6d3b\u7528\u6587\u5316\u3092\u91b8\u6210\u3059\u308b\u305f\u3081\u306e\u5177\u4f53\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u30b9\u30c6\u30c3\u30d71\uff1a\u7d4c\u55b6\u5c64\u306e\u5f37\u3044\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3068\u30d3\u30b8\u30e7\u30f3\u306e\u5171\u6709<\/strong><\/h4>\n\n\n\n<p>\u30c7\u30fc\u30bf\u6d3b\u7528\u306f\u3001\u73fe\u5834\u306e\u55b6\u696d\u62c5\u5f53\u8005\u4efb\u305b\u306b\u3057\u3066\u306f\u6210\u529f\u3057\u307e\u305b\u3093\u3002\u307e\u305a\u306f\u7d4c\u55b6\u5c64\u304c\u300c\u306a\u305c\u4eca\u3001\u9867\u5ba2\u7ba1\u7406\u3068\u30c7\u30fc\u30bf\u6d3b\u7528\u304c\u5fc5\u8981\u306a\u306e\u304b\u300d\u300c\u305d\u308c\u306b\u3088\u3063\u3066\u4f1a\u793e\u3092\u3069\u3046\u5909\u3048\u3066\u3044\u304d\u305f\u3044\u306e\u304b\u300d\u3068\u3044\u3046<strong>\u660e\u78ba\u306a\u30d3\u30b8\u30e7\u30f3\u3068\u76ee\u7684\u3092\u5168\u793e\u54e1\u306b\u7e70\u308a\u8fd4\u3057\u4f1d\u3048\u308b<\/strong>\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30c8\u30c3\u30d7\u306e\u5f37\u3044\u610f\u5fd7\u304c\u3001\u7d44\u7e54\u5168\u4f53\u306e\u610f\u8b58\u5909\u9769\u306e\u539f\u52d5\u529b\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h4 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