{"id":1849,"date":"2025-06-05T17:01:45","date_gmt":"2025-06-05T08:01:45","guid":{"rendered":"https:\/\/www.salesandinnovation.jp\/salesinsight\/?p=1849"},"modified":"2025-07-24T17:54:51","modified_gmt":"2025-07-24T08:54:51","slug":"112-sales-case-management","status":"publish","type":"post","link":"https:\/\/www.salesandinnovation.jp\/salesinsight\/112-sales-case-management\/","title":{"rendered":"\u55b6\u696d\u306e\u6848\u4ef6\u7ba1\u7406\u65b9\u6cd5\u3092\u5fb9\u5e95\u89e3\u8aac\u3002SFA\u306e\u9078\u3073\u65b9\u3068Excel\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u4ed8\u304d"},"content":{"rendered":"\n<p>\u55b6\u696d\u6d3b\u52d5\u306e\u52b9\u7387\u3092\u9ad8\u3081\u3001\u6210\u7d04\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u6848\u4ef6\u7ba1\u7406\u306f\u6b20\u304b\u305b\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u3001\u300c\u3069\u306e\u3088\u3046\u306b\u7ba1\u7406\u3059\u308c\u3070\u3088\u3044\u306e\u304b\u5206\u304b\u3089\u306a\u3044\u300d\u300cExcel\u3068SFA\u306e\u3069\u3061\u3089\u3092\u4f7f\u3046\u3079\u304d\u304b\u8ff7\u3063\u3066\u3044\u308b\u300d\u3068\u3044\u3063\u305f\u60a9\u307f\u3092\u62b1\u3048\u308b\u65b9\u3082\u591a\u3044\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n\n\n\n<p>\u3053\u3053\u3067\u306f\u3001<strong>\u55b6\u696d\u306e\u6848\u4ef6\u7ba1\u7406\u306e\u57fa\u672c\u304b\u3089\u3001Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u6d3b\u7528\u3057\u305f\u65b9\u6cd5\u3001\u55b6\u696d\u652f\u63f4\u30c4\u30fc\u30eb\u306e\u9078\u3073\u65b9\u307e\u3067<\/strong>\u3092\u5fb9\u5e95\u89e3\u8aac\u3057\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u3059\u3050\u306b\u4f7f\u3048\u308bExcel\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3082\u3054\u7528\u610f\uff01\u81ea\u793e\u306b\u6700\u9069\u306a\u7ba1\u7406\u65b9\u6cd5\u3092\u898b\u3064\u3051\u3001\u55b6\u696d\u6210\u679c\u3092\u6700\u5927\u5316\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 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srcset=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-02-12-15.16.56-1024x151.png 1024w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-02-12-15.16.56-300x44.png 300w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-02-12-15.16.56-768x114.png 768w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-02-12-15.16.56-1536x227.png 1536w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-02-12-15.16.56-2048x303.png 2048w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-02-12-15.16.56-840x124.png 840w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-02-12-15.16.56-1320x195.png 1320w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u9805\u76ee<\/th><th>\u5165\u529b\u5185\u5bb9<\/th><th>\u5165\u529b\u6642\u30dd\u30a4\u30f3\u30c8<\/th><\/tr><\/thead><tbody><tr><td><strong>\u9867\u5ba2\u60c5\u5831<\/strong><\/td><td>\u4f01\u696d\u540d\u3001\u62c5\u5f53\u8005\u540d\u3001\u9023\u7d61\u5148\u3001\u696d\u7a2e\u306a\u3069\u306e\u57fa\u672c\u60c5\u5831<\/td><td>\u8acb\u6c42\u66f8\u3084\u30e1\u30fc\u30eb\u306a\u3069\u3092\u9001\u308b\u969b\u306b\u5229\u7528\u3059\u308b\u3053\u3068\u304c\u3042\u308b\u306e\u3067\u6b63\u78ba\u306a\u60c5\u5831\u3092\u8a18\u8f09<\/td><\/tr><tr><td><strong>\u62c5\u5f53\u8005<\/strong><\/td><td>\u793e\u5185\u306e\u55b6\u696d\u62c5\u5f53\u8005\u3084\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u306e\u6c0f\u540d<\/td><td>\u30a2\u30d7\u30ed\u30fc\u30c1\u62c5\u5f53\u8005\u304c\u660e\u78ba\u306b\u5206\u304b\u308b\u3088\u3046\u306b\u8a18\u8f09\u3057\u3001\u904e\u53bb\u306e\u62c5\u5f53\u8005\u540d\u3082\u4f75\u305b\u3066\u8a18\u9332\u3057\u3066\u304a\u304f\u3068\u3001\u9867\u5ba2\u7ba1\u7406\u304c\u30b9\u30e0\u30fc\u30ba<\/td><\/tr><tr><td><strong>\u6848\u4ef6\u306e\u9032\u6357\u72b6\u6cc1\uff08\u30b9\u30c6\u30fc\u30bf\u30b9\uff09<\/strong><\/td><td>\u30a2\u30d7\u30ed\u30fc\u30c1\u4e2d\u3001\u63d0\u6848\u4e2d\u3001\u4ea4\u6e09\u4e2d\u3001\u53d7\u6ce8\u3001\u5931\u6ce8<\/td><td>\u96c6\u8a08\u3092\u3057\u3066\u60c5\u5831\u6574\u7406\u3059\u308b\u6642\u306b\u5229\u7528\u3059\u308b\u306e\u3067\u9805\u76ee\u306f\u7d5e\u3063\u3066\u7ba1\u7406<\/td><\/tr><tr><td><strong>\u5546\u8ac7\u65e5\u30fb\u6b21\u56de\u30a2\u30af\u30b7\u30e7\u30f3\u65e5<\/strong><\/td><td>\u63d0\u6848\u65e5\u3001\u30d5\u30a9\u30ed\u30fc\u4e88\u5b9a\u65e5<\/td><td>\u5546\u8ac7\u4e88\u5b9a\u65e5\u3084\u6b21\u56de\u306e\u65e5\u7a0b\u3092\u8a18\u5165\u3057\u3066\u304a\u304f\u3053\u3068\u3067\u3001\u6b21\u56de\u30a2\u30af\u30b7\u30e7\u30f3\u306e\u629c\u3051\u3092\u9632\u3050<\/td><\/tr><tr><td><strong>\u6848\u4ef6\u306e\u4e88\u7b97\u30fb\u898b\u7a4d\u91d1\u984d<\/strong><\/td><td>\u898b\u8fbc\u307f\u58f2\u4e0a\u3084\u5951\u7d04\u91d1\u984d\u306a\u3069\u306e\u8ca1\u52d9\u60c5\u5831<\/td><td>\u91d1\u984d\u3092\u660e\u78ba\u306b\u3057\u3001\u8a18\u8f09\u5185\u5bb9\u306e\u4e00\u8cab\u6027\u3092\u4fdd\u3064<\/td><\/tr><tr><td><strong>\u7af6\u5408\u60c5\u5831<\/strong><\/td><td>\u7af6\u5408\u4ed6\u793e\u306e\u52d5\u5411\u3084\u5f37\u307f\u30fb\u5f31\u307f\u306e\u5206\u6790<\/td><td>\u9867\u5ba2\u306e\u73fe\u72b6\u5229\u7528\u3057\u3066\u3044\u308b\u7af6\u5408\u306e\u60c5\u5831\u3084\u73fe\u5728\u691c\u8a0e\u3057\u3066\u308b\u7af6\u5408\u306e\u60c5\u5831\u3092\u5171\u6709\u3067\u304d\u308b\u3088\u3046\u8a18\u8f09<\/td><\/tr><tr><td><strong>\u512a\u5148\u5ea6<\/strong><\/td><td>\u300c\u9ad8\u30fb\u4e2d\u30fb\u4f4e\u300d\u3084\u300cA\u30e8\u30df\u30fbB\u30e8\u30df\u30fbC\u30e8\u30df\u300d<\/td><td>\u30a2\u30d7\u30ed\u30fc\u30c1\u306e\u512a\u5148\u5ea6\u3092\u4e00\u76ee\u3067\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306b\u8a18\u8f09<\/td><\/tr><tr><td><strong>\u95a2\u9023\u8cc7\u6599<\/strong><\/td><td>\u63d0\u6848\u66f8\u3001\u898b\u7a4d\u66f8\u3001\u5951\u7d04\u66f8\u306a\u3069\u306e\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3084\u30ea\u30f3\u30af<\/td><td>\u500b\u5225\u306b\u4f5c\u3063\u305f\u8cc7\u6599\u3084\u66f8\u985e\u306e\u5171\u6709\u304c\u53ef\u80fd<\/td><\/tr><tr><td><strong>\u8ab2\u984c\u30fb\u30ea\u30b9\u30af<\/strong><\/td><td>\u6848\u4ef6\u9032\u884c\u306b\u304a\u3051\u308b\u6f5c\u5728\u7684\u306a\u554f\u984c\u70b9\u3084\u89e3\u6c7a\u7b56<\/td><td>\u6b21\u56de\u30a2\u30af\u30b7\u30e7\u30f3\u307e\u3067\u306b\u89e3\u6c7a\u3057\u3066\u304a\u304f\u5185\u5bb9\u3092\u8a18\u8f09<\/td><\/tr><tr><td><strong>\u53d7\u6ce8\u30fb\u5931\u6ce8\u7406\u7531<\/strong><\/td><td>\u6210\u529f\u30fb\u5931\u6557\u306e\u8981\u56e0\u5206\u6790\u3068\u4eca\u5f8c\u306e\u6539\u5584\u70b9<\/td><td>\u4ed6\u306e\u9867\u5ba2\u5bfe\u5fdc\u6642\u306b\u6d3b\u304b\u3059\u305f\u3081\u306b\u5177\u4f53\u7684\u306b\u8a18\u8f09<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>SaaS\u4f01\u696d\u306e\u6848\u4ef6\u7ba1\u7406\u306e\u4f8b<\/p>\n\n\n\n<p><strong>\u9867\u5ba2\u60c5\u5831\uff1a\u3007\u3007\u682a\u5f0f\u4f1a\u793e\u3000\u30b7\u30b9\u30c6\u30e0\u90e8\u90e8\u9577\u3000\u25b3\u25b3\u69d8<\/strong><\/p>\n\n\n\n<p><strong>\u6848\u4ef6\u306e\u9032\u6357\u72b6\u6cc1\uff08\u30b9\u30c6\u30fc\u30bf\u30b9\uff09\uff1a\u5546\u8ac7\u4e2d<\/strong><\/p>\n\n\n\n<p><strong>\u5546\u8ac7\u65e5\u30fb\u6b21\u56de\u30a2\u30af\u30b7\u30e7\u30f3\u65e5\uff1a\u25cb\u6708\u25cb\u65e5\u30fb\u6b21\u56de\u25cb\u6708\u25cb\u65e5<\/strong><\/p>\n\n\n\n<p><strong>\u6848\u4ef6\u306e\u4e88\u7b97\u30fb\u898b\u7a4d\u91d1\u984d\uff1a\u3007\u3007\u4e07\u5186<\/strong><\/p>\n\n\n\n<p><strong>\u7af6\u5408\u60c5\u5831\uff1aA\u793e\u306e\u898b\u7a4d\u3082\u308a\u306e\u65b9\u304c\u5b89\u3044\u3089\u3057\u3044\u304c\u3001\u8cea\u306f\u5f0a\u793e\u306e\u65b9\u304c\u826f\u3044\u3068\u306e\u3053\u3068<\/strong><\/p>\n\n\n\n<p><strong>\u512a\u5148\u5ea6\uff1a\u9ad8<\/strong><\/p>\n\n\n\n<p><strong>\u95a2\u9023\u8cc7\u6599\uff1a\u898b\u7a4d\u66f8\u3001A\u793e\u3088\u308a\u3082\u304a\u5f97\u306b\u3059\u308b\u305f\u3081\u306e\u63d0\u6848\u66f8\u3001\u4eca\u63d0\u6848\u3057\u3066\u308b\u5185\u5bb9\u306e\u5951\u7d04\u66f8\u3068\u304a\u5f97\u306b\u3057\u305f\u5185\u5bb9\u306e\u5951\u7d04\u66f8<\/strong><\/p>\n\n\n\n<p><strong>\u8ab2\u984c\u30fb\u30ea\u30b9\u30af\uff1aA\u793e\u304b\u3089\u306e\u6b21\u306e\u63d0\u6848\u304c\u6765\u9031\u6708\u66dc\u3060\u304b\u3089\u4eca\u9031\u4e2d\u306b\u518d\u5ea6\u9023\u7d61\u3092\u3059\u308b\u5fc5\u8981\u3042\u308a<\/strong><\/p>\n\n\n\n<p><strong>\u53d7\u6ce8\u30fb\u5931\u6ce8\u7406\u7531\uff1a\u63d0\u6848\u307e\u3067\u306e\u6642\u9593\u3092\u901a\u5e38\u306e1.5\u500d\u3067\u52d5\u304f\u3053\u3068\u304c\u3067\u304d\u305f\u3053\u3068\u3067\u53d7\u6ce8\u3067\u304d\u305f<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p>\u6848\u4ef6\u3054\u3068\u306e\u57fa\u672c\u60c5\u5831\u3084\u9032\u6357\u72b6\u6cc1\u3092\u6574\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u629c\u3051\u6f0f\u308c\u3092\u9632\u304e\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u5bfe\u5fdc\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6848\u4ef6\u7ba1\u7406\u306e\u57fa\u672c\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<p>\u305f\u3060\u7ba1\u7406\u9805\u76ee\u3092\u4e26\u3079\u308b\u3060\u3051\u3067\u306f\u9069\u5207\u306a\u7ba1\u7406\u3092\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u6848\u4ef6\u7ba1\u7406\u3092\u52b9\u679c\u7684\u306b\u884c\u3046\u306b\u306f\u3001<strong>\u9069\u5207\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u8e0f\u3080\u3053\u3068<\/strong>\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u3053\u3067\u306f\u3001\u6848\u4ef6\u7ba1\u7406\u306e\u57fa\u672c\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-5.jpg\" alt=\"\" class=\"wp-image-1853\" srcset=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-5.jpg 960w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-5-300x169.jpg 300w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-5-768x432.jpg 768w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-5-840x473.jpg 840w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">0\uff5c\u6848\u4ef6\u7ba1\u7406\u306e\u65b9\u6cd5\u3092\u9078\u3076<\/h3>\n\n\n\n<p>\u307e\u305a\u3001\u81ea\u793e\u306b\u9069\u3057\u305f\u6848\u4ef6\u7ba1\u7406\u306e\u65b9\u6cd5\u3092\u6c7a\u3081\u307e\u3059\u3002<\/p>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u6d3b\u7528\u3059\u308b\u65b9\u6cd5\u3001SFA\uff08\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3084CRM\uff08\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff09\u3092\u5c0e\u5165\u3059\u308b\u65b9\u6cd5\u306a\u3069\u3001\u4f01\u696d\u306e\u898f\u6a21\u3084\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u5fdc\u3058\u3066\u6700\u9069\u306a\u7ba1\u7406\u624b\u6bb5\u3092\u9078\u3073\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u5c0e\u5165\u30b3\u30b9\u30c8\u3084\u904b\u7528\u8ca0\u62c5\u3092\u8003\u616e\u3057\u306a\u304c\u3089\u3001<strong>\u7ba1\u7406\u3057\u3084\u3059\u3044\u30c4\u30fc\u30eb\u3092\u9078\u5b9a\u3059\u308b\u3053\u3068\u304c\u30dd\u30a4\u30f3\u30c8<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u5404\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u306e\u9078\u3073\u65b9\u306b\u3064\u3044\u3066\u306f\u6b21\u306e\u9805\u76ee\u3067\u8a73\u3057\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<ul>\n<li>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c8\u30b7\u30fc\u30c8\u3067\u7ba1\u7406<\/li>\n\n\n\n<li>\u30c4\u30fc\u30eb\u3067\u7ba1\u7406<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1\uff5c\u6848\u4ef6\u60c5\u5831\u306e\u6574\u7406<\/h3>\n\n\n\n<p>\u6848\u4ef6\u3054\u3068\u306b\u5148\u306b\u8a18\u8f09\u3057\u305f\u3088\u3046\u306a\u7ba1\u7406\u60c5\u5831\u3092\u6574\u7406\u3057\u3001\u4e00\u5143\u7ba1\u7406\u3067\u304d\u308b\u72b6\u614b\u306b\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u9069\u5207\u306a\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3067\u60c5\u5831\u3092\u767b\u9332\u3059\u308b\u3053\u3068\u3067\u3001<strong>\u6848\u4ef6\u306e\u628a\u63e1\u304c\u5bb9\u6613\u306b\u306a\u308a\u3001\u30c1\u30fc\u30e0\u5185\u3067\u306e\u5171\u6709\u3082\u30b9\u30e0\u30fc\u30ba\u306b\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u60c5\u5831\u306e\u4e00\u5143\u7ba1\u7406\u3092\u5fb9\u5e95\u3059\u308b<\/strong><\/h4>\n\n\n\n<p>\u6848\u4ef6\u60c5\u5831\u304c\u8907\u6570\u306e\u30c4\u30fc\u30eb\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3001\u30e1\u30fc\u30eb\u306a\u3069\u306b\u5206\u6563\u3057\u3066\u3044\u308b\u3068\u3001\u60c5\u5831\u306e\u628a\u63e1\u304c\u56f0\u96e3\u306b\u306a\u308a\u3001\u78ba\u8a8d\u6f0f\u308c\u3084\u66f4\u65b0\u306e\u9045\u308c\u304c\u767a\u751f\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u305f\u3081\u3001<strong>SFA\/CRM\u30c4\u30fc\u30eb\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u6d3b\u7528\u3057\u3001\u6848\u4ef6\u60c5\u5831\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u7406\u60f3\u7684\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>SFA\uff08\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3084CRM\uff08\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff09\u3092\u6d3b\u7528\u3059\u308b<\/strong><\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u6d3b\u7528\u3059\u308b<\/strong><\/li>\n\n\n\n<li><strong>\u8ab0\u304c\u3001\u3044\u3064\u3001\u3069\u306e\u9805\u76ee\u3092\u66f4\u65b0\u3059\u308b\u304b\u306a\u3069\u306e\u6848\u4ef6\u60c5\u5831\u306e\u66f4\u65b0\u30eb\u30fc\u30eb\u3092\u6c7a\u3081\u308b<\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u60c5\u5831\u5165\u529b\u306e\u30eb\u30fc\u30eb\u3092\u7d71\u4e00\u3059\u308b<\/strong><\/h4>\n\n\n\n<p>\u6848\u4ef6\u60c5\u5831\u304c\u30d0\u30e9\u30d0\u30e9\u306e\u5f62\u5f0f\u3067\u5165\u529b\u3055\u308c\u3066\u3044\u308b\u3068\u3001\u5f8c\u304b\u3089\u30c7\u30fc\u30bf\u306e\u96c6\u8a08\u3084\u691c\u7d22\u304c\u56f0\u96e3\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001\u300c\u5546\u8ac7\u4e2d\u300d\u300c\u9032\u884c\u4e2d\u300d\u300c\u63d0\u6848\u4e2d\u300d\u306a\u3069\u306e\u30d0\u30e9\u3064\u304d\u304c\u3042\u308b\u3068\u3001\u691c\u7d22\u6642\u306b\u898b\u843d\u3068\u3057\u304c\u767a\u751f\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u5165\u529b\u30eb\u30fc\u30eb\u306e\u4e00\u4f8b<\/p>\n\n\n\n<ul>\n<li>\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u7d71\u4e00<\/li>\n<\/ul>\n\n\n\n<p>\u4f8b\uff1a\u300c\u63d0\u6848\u4e2d\u300d\u300c\u898b\u7a4d\u63d0\u51fa\u6e08\u307f\u300d\u300c\u53d7\u6ce8\u300d\u306a\u3069<\/p>\n\n\n\n<ul>\n<li>\u65e5\u4ed8\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3092\u7d71\u4e00<\/li>\n<\/ul>\n\n\n\n<p>\u4f8b\uff1a\u300cYYYY\/MM\/DD\u300d\u5f62\u5f0f<\/p>\n\n\n\n<ul>\n<li>\u30c6\u30ad\u30b9\u30c8\u3067\u306f\u306a\u304f\u30d7\u30eb\u30c0\u30a6\u30f3\u9078\u629e\u5f0f\u3092\u5c0e\u5165<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p>\u7279\u306b\u3001<strong>\u55b6\u696d\u62c5\u5f53\u8005\u3054\u3068\u306b\u8a18\u5165\u30eb\u30fc\u30eb\u304c\u7570\u306a\u3089\u306a\u3044\u3088\u3046\u3001\u4e8b\u524d\u306b\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3084\u8a18\u5165\u65b9\u6cd5\u3092\u30de\u30cb\u30e5\u30a2\u30eb\u5316\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u5b9a\u671f\u7684\u306b\u60c5\u5831\u3092\u898b\u76f4\u3057\u3001\u6574\u7406\u3059\u308b<\/strong><\/h4>\n\n\n\n<p>\u6848\u4ef6\u60c5\u5831\u306f\u65e5\u3005\u5909\u5316\u3059\u308b\u305f\u3081\u3001\u5b9a\u671f\u7684\u306b<strong>\u60c5\u5831\u306e\u6574\u7406\u30fb\u66f4\u65b0\u3092\u884c\u3046\u30eb\u30fc\u30eb\u3092\u6c7a\u3081\u308b<\/strong>\u3053\u3068\u304c\u5927\u5207\u3067\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u898b\u76f4\u3057\u306e\u65b9\u6cd5 \u30fb\u90311\u56de \u5b9a\u4f8b\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306a\u3069\u3092\u884c\u3044\u3001\u6848\u4ef6\u60c5\u5831\u3092\u66f4\u65b0\u3059\u308b<\/p>\n<\/blockquote>\n\n\n\n<p>\u30fb\u6bce\u6708 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class=\"wp-block-heading\">2\uff5c\u6848\u4ef6\u306e\u512a\u5148\u9806\u4f4d\u6c7a\u3081<\/h3>\n\n\n\n<p>\u6848\u4ef6\u306e\u91cd\u8981\u5ea6\u3084\u7dca\u6025\u5ea6\u3001\u53d7\u6ce8\u78ba\u5ea6\u306a\u3069\u3092\u57fa\u6e96\u306b\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u5b9a\u3057\u307e\u3059\u3002\u512a\u5148\u9806\u4f4d\u3092\u8aa4\u308b\u3068\u3001\u58f2\u4e0a\u6a5f\u4f1a\u306e\u640d\u5931\u3084\u5bfe\u5fdc\u9045\u308c\u306b\u3088\u308b\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u4f4e\u4e0b\u3092\u62db\u304f\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5404\u55b6\u696d\u62c5\u5f53\u306e\u30ea\u30bd\u30fc\u30b9\u3092\u9069\u5207\u306b\u914d\u5206\u3057\u3001\u9ad8\u3044\u6210\u679c\u304c\u898b\u8fbc\u3081\u308b\u6848\u4ef6\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u3067\u3001\u52b9\u7387\u7684\u306a\u55b6\u696d\u6d3b\u52d5\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u3081\u308b\u57fa\u6e96\u3092\u660e\u78ba\u306b\u3059\u308b<\/strong><\/h4>\n\n\n\n<p>\u6848\u4ef6\u306e\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u3081\u308b\u969b\u306f\u3001<strong>\u660e\u78ba\u306a\u57fa\u6e96\u3092\u8a2d\u5b9a\u3057\u3001\u5c5e\u4eba\u7684\u306a\u5224\u65ad\u306b\u306a\u3089\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u91cd\u8981<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u8981\u7d20\u3092\u57fa\u6e96\u306b\u3059\u308b\u3068\u3001\u3088\u308a\u5408\u7406\u7684\u306a\u5224\u65ad\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<ul>\n<li><strong>\u58f2\u4e0a\u898f\u6a21\u306e\u5927\u304d\u3055<\/strong><br>\u898b\u8fbc\u307f\u58f2\u4e0a\u984d\u304c\u5927\u304d\u3044\u6848\u4ef6\u3092\u512a\u5148<\/li>\n\n\n\n<li><strong>\u6210\u7d04\u78ba\u5ea6\u306e\u9ad8\u3055<\/strong><br>\u53d7\u6ce8\u898b\u8fbc\u307f\u304c\u9ad8\u3044\u6848\u4ef6\u3092\u512a\u5148<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u306e\u7dca\u6025\u5ea6<\/strong><br>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u6c7a\u5b9a\u671f\u9650\u304c\u8feb\u3063\u3066\u3044\u308b\u6848\u4ef6\u3092\u512a\u5148<\/li>\n\n\n\n<li><strong>\u7af6\u5408\u72b6\u6cc1<\/strong><br>\u7af6\u5408\u3068\u7af6\u308a\u5408\u3063\u3066\u3044\u308b\u6848\u4ef6\u3092\u65e9\u3081\u306b\u5bfe\u5fdc<\/li>\n\n\n\n<li><strong>\u6226\u7565\u7684\u91cd\u8981\u6027<\/strong><br>\u4e3b\u8981\u9867\u5ba2\u3084\u9577\u671f\u5951\u7d04\u306e\u53ef\u80fd\u6027\u304c\u3042\u308b\u6848\u4ef6\u3092\u512a\u5148<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u57fa\u6e96\u3092\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3057\u3001<strong>\u7dcf\u5408\u8a55\u4fa1\u3067\u512a\u5148\u5ea6\u3092\u6c7a\u5b9a\u3059\u308b\u3068\u3001\u5224\u65ad\u304c\u30d6\u30ec\u306b\u304f\u304f\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 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class=\"wp-block-heading\"><strong>\u55b6\u696d\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u5171\u6709\u3059\u308b<\/strong><\/h4>\n\n\n\n<p>\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u3081\u305f\u3089\u3001<strong>\u55b6\u696d\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u60c5\u5831\u3092\u5171\u6709\u3057\u3001\u5171\u901a\u8a8d\u8b58\u3092\u6301\u3064\u3053\u3068\u304c\u91cd\u8981<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u7279\u306b\u3001SFA\u3084CRM\u3092\u6d3b\u7528\u3059\u308b\u3068\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u6700\u65b0\u306e\u512a\u5148\u9806\u4f4d\u3092\u7ba1\u7406\u30fb\u5171\u6709\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<ul>\n<li><strong>SFA\/CRM\u30c4\u30fc\u30eb\u3067\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u53ef\u8996\u5316\u3059\u308b<\/strong><\/li>\n\n\n\n<li><strong>\u512a\u5148\u9806\u4f4d\u30ea\u30b9\u30c8\u3092\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306a\u3069\u3067\u5171\u6709\u3059\u308b<\/strong><\/li>\n\n\n\n<li><strong>\u6848\u4ef6\u306e\u5909\u66f4\u304c\u3042\u3063\u305f\u5834\u5408\u3001\u55b6\u696d\u4f1a\u8b70\u3084\u30c1\u30e3\u30c3\u30c8\u30c4\u30fc\u30eb\u3067\u5468\u77e5\u3059\u308b<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\u30c1\u30fc\u30e0\u5185\u3067\u5171\u901a\u8a8d\u8b58\u3092\u6301\u3064\u3053\u3068\u3067\u3001\u30ea\u30bd\u30fc\u30b9\u306e\u6700\u9069\u5316\u3084\u5bfe\u5fdc\u6f0f\u308c\u306e\u9632\u6b62\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u6848\u4ef6\u306e\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u3081\u308b\u969b\u306f\u3001<strong>\u660e\u78ba\u306a\u57fa\u6e96\u3092\u8a2d\u5b9a\u3057\u3001\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u5c5e\u4eba\u7684\u306a\u5224\u65ad\u3092\u907f\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/strong> \u307e\u305f\u3001<strong>\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\u3068\u55b6\u696d\u30c1\u30fc\u30e0\u5185\u3067\u306e\u5171\u6709\u3092\u5fb9\u5e95\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u52b9\u7387\u7684\u306a\u6848\u4ef6\u7ba1\u7406\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3\uff5c\u9032\u6357\u3092\u5b9a\u671f\u7684\u306b\u66f4\u65b0\u30fb\u5171\u6709<\/h3>\n\n\n\n<p>\u6848\u4ef6\u306e\u9032\u6357\u3092\u968f\u6642\u66f4\u65b0\u3057\u3001\u30c1\u30fc\u30e0\u5185\u3067\u60c5\u5831\u306e\u5171\u6709\u3092\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u9032\u6357\u7ba1\u7406\u304c\u4e0d\u5341\u5206\u3060\u3068\u3001\u5bfe\u5fdc\u6f0f\u308c\u3084\u512a\u5148\u9806\u4f4d\u306e\u8aa4\u308a\u304c\u767a\u751f\u3057\u3001\u7d50\u679c\u3068\u3057\u3066\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u4f4e\u4e0b\u3084\u58f2\u4e0a\u6a5f\u4f1a\u306e\u640d\u5931\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5b9a\u4f8b\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3084SFA\uff08\u55b6\u696d\u652f\u63f4\u30c4\u30fc\u30eb\uff09\u3092\u6d3b\u7528\u3057\u3001\u6848\u4ef6\u306e\u72b6\u6cc1\u3092\u53ef\u8996\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u554f\u984c\u306e\u65e9\u671f\u767a\u898b\u3084\u9069\u5207\u306a\u5bfe\u7b56\u304c\u53d6\u308a\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9032\u6357\u3092\u66f4\u65b0\u3059\u308b\u30eb\u30fc\u30eb\u3092\u6c7a\u3081\u308b<\/strong><\/h4>\n\n\n\n<p>\u9032\u6357\u3092\u9069\u5207\u306b\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u306f\u3001<strong>\u66f4\u65b0\u306e\u30eb\u30fc\u30eb\u3092\u660e\u78ba\u306b\u5b9a\u3081\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u7d71\u4e00\u3059\u308b\u3053\u3068\u304c\u91cd\u8981<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<ul>\n<li><strong>\u66f4\u65b0\u983b\u5ea6\u306e\u8a2d\u5b9a<\/strong><br>\u6848\u4ef6\u306e\u9032\u6357\u3092\u300c\u6bce\u65e5\u300d\u300c\u9031\u6b21\u300d\u300c\u30d5\u30a7\u30fc\u30ba\u3054\u3068\u300d\u306a\u3069\u3001\u9069\u5207\u306a\u983b\u5ea6\u3067\u66f4\u65b0\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<ul>\n<li><strong>\u66f4\u65b0\u8005\u306e\u660e\u78ba\u5316<\/strong><br>\u62c5\u5f53\u55b6\u696d\u304c\u66f4\u65b0\u3059\u308b\u306e\u304b\u3001\u7ba1\u7406\u8005\u304c\u30c1\u30a7\u30c3\u30af\u3059\u308b\u306e\u304b\u3092\u6c7a\u3081\u308b<\/li>\n\n\n\n<li><strong>\u5165\u529b\u9805\u76ee\u306e\u7d71\u4e00<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\u5fc5\u8981\u306a\u60c5\u5831\uff08\u6848\u4ef6\u30b9\u30c6\u30fc\u30bf\u30b9\u30fb\u5546\u8ac7\u7d50\u679c\u30fb\u6b21\u306e\u30a2\u30af\u30b7\u30e7\u30f3\uff09\u3092\u660e\u78ba\u306b\u3057\u3001\u30d0\u30e9\u3064\u304d\u304c\u51fa\u306a\u3044\u3088\u3046\u306b\u3059\u308b \u3055\u3068 \u4f8b\uff1a\u300c\u6bce\u9031\u6708\u66dc\u306e\u55b6\u696d\u4f1a\u8b70\u524d\u306b\u3001\u6848\u4ef6\u30b9\u30c6\u30fc\u30bf\u30b9\u3068\u6b21\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092CRM\u306b\u5165\u529b\u3059\u308b\u300d<\/p>\n<\/blockquote>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306b\u30eb\u30fc\u30eb\u3092\u660e\u78ba\u306b\u3059\u308b\u3068\u3001<strong>\u9032\u6357\u66f4\u65b0\u306e\u629c\u3051\u6f0f\u308c\u3092\u9632\u304e\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u4e00\u8cab\u3057\u305f\u60c5\u5831\u3092\u5171\u6709\u3067\u304d\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u7ba1\u7406\u3092\u5fb9\u5e95\u3059\u308b<\/strong><\/h4>\n\n\n\n<p>\u624b\u52d5\u3067\u306e\u9032\u6357\u7ba1\u7406\u306f\u624b\u9593\u304c\u304b\u304b\u308b\u305f\u3081\u3001<strong>SFA\uff08\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3084CRM\uff08\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff09\u3092\u6d3b\u7528\u3059\u308b\u3068\u3001\u3088\u308a\u52b9\u7387\u7684\u306a\u7ba1\u7406\u304c\u53ef\u80fd<\/strong>\u306b\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001<strong>Excel\u3084Google\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\uff08\u30b9\u30d7\u30b7\uff09\u3067\u3082\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u7ba1\u7406\u3092\u5de5\u592b\u3059\u308b\u3053\u3068\u3067\u3001\u4e00\u5b9a\u306e\u52b9\u7387\u5316\u304c\u53ef\u80fd\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>SFA\/CRM\u3092\u6d3b\u7528\u3057\u305f\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u7ba1\u7406\u3092\u884c\u3046\u65b9\u6cd5<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>\u30b9\u30c6\u30fc\u30bf\u30b9\u3054\u3068\u306b\u6848\u4ef6\u3092\u53ef\u8996\u5316<\/strong><br>\u4f8b\uff1a\u5546\u8ac7\u4e2d \/ \u63d0\u6848\u6e08 \/ \u5951\u7d04\u7de0\u7d50<\/li>\n\n\n\n<li><strong>\u30bf\u30b9\u30af\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u8a2d\u5b9a<\/strong><br>\u6b21\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u5fd8\u308c\u306a\u3044\u3088\u3046\u306b\u901a\u77e5<\/li>\n\n\n\n<li><strong>\u5909\u66f4\u5c65\u6b74\u306e\u8a18\u9332<\/strong><br>\u3044\u3064\u30fb\u8ab0\u304c\u30fb\u4f55\u3092\u5909\u66f4\u3057\u305f\u304b\u3092\u8ffd\u8de1\u3067\u304d\u308b<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p><strong>\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u60c5\u5831\u304c\u66f4\u65b0\u3055\u308c\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u304c\u6700\u65b0\u306e\u6848\u4ef6\u72b6\u6cc1\u3092\u628a\u63e1\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Excel\u30fb\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u7ba1\u7406\u3092\u884c\u3046\u65b9\u6cd5<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>\u30d7\u30eb\u30c0\u30a6\u30f3\u30ea\u30b9\u30c8\u3084\u6761\u4ef6\u4ed8\u304d\u66f8\u5f0f\u306a\u3069\u3092\u6d3b\u7528<\/strong><\/li>\n\n\n\n<li><strong>Google\u30ab\u30ec\u30f3\u30c0\u30fc\u3068\u9023\u643a\u3057\u3001\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u8a2d\u5b9a<\/strong><\/li>\n\n\n\n<li><strong>\u58f2\u4e0a\u898b\u8fbc\u307f\u3084\u53d7\u6ce8\u6570\u3092\u81ea\u52d5\u3067\u8a08\u7b97<\/strong><\/li>\n\n\n\n<li><strong>\u9032\u6357\u72b6\u6cc1\u3092\u30b0\u30e9\u30d5\u3067\u53ef\u8996\u5316<\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong>Excel\u30fb\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u7ba1\u7406\u3059\u308b\u969b\u306e\u30e1\u30ea\u30c3\u30c8<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>\u7de8\u96c6\u5c65\u6b74\u3092\u81ea\u52d5\u3067\u4fdd\u5b58\u3057\u3001\u904e\u53bb\u306e\u30d0\u30fc\u30b8\u30e7\u30f3\u306b\u623b\u305b\u308b<\/strong><\/li>\n\n\n\n<li><strong>\u30b3\u30e1\u30f3\u30c8\u6a5f\u80fd\u3092\u4f7f\u3063\u3066\u6848\u4ef6\u3054\u3068\u306b\u30c1\u30fc\u30e0\u5185\u3067\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3\u304c\u53ef\u80fd<\/strong><\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u7ba1\u7406\u3092\u5fb9\u5e95\u3059\u308b\u3053\u3068\u3067\u3001<strong>\u6848\u4ef6\u306e\u9032\u6357\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3057\u3001\u9069\u5207\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u7d20\u65e9\u304f\u53d6\u308b\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9032\u6357\u5171\u6709\u306e\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3092\u7d71\u4e00\u3059\u308b<\/strong><\/h4>\n\n\n\n<p>\u9032\u6357\u60c5\u5831\u3092\u30c1\u30fc\u30e0\u3067\u5171\u6709\u3059\u308b\u969b\u306f\u3001<strong>\u7d71\u4e00\u3055\u308c\u305f\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u5206\u304b\u308a\u3084\u3059\u304f\u3001\u60c5\u5831\u306e\u629c\u3051\u6f0f\u308c\u3092\u9632\u3052\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p>\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3092\u6c7a\u3081\u3066\u304a\u304f\u3053\u3068\u3067\u3001<strong>\u5fc5\u8981\u306a\u60c5\u5831\u304c\u7db2\u7f85\u3055\u308c\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u60c5\u5831\u5171\u6709\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u5b9a\u671f\u7684\u306a\u55b6\u696d\u4f1a\u8b70\u3067\u9032\u6357\u78ba\u8a8d\u3092\u884c\u3046<\/strong><\/h4>\n\n\n\n<p>\u9032\u6357\u7ba1\u7406\u3092\u5fb9\u5e95\u3059\u308b\u305f\u3081\u306b\u306f\u3001<strong>\u55b6\u696d\u4f1a\u8b70\u3084\u5b9a\u4f8b\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u6d3b\u7528\u3057\u3066\u3001\u6848\u4ef6\u72b6\u6cc1\u3092\u78ba\u8a8d\u3057\u3001\u5fc5\u8981\u306a\u5bfe\u7b56\u3092\u8b1b\u3058\u308b\u3053\u3068\u304c\u91cd\u8981<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<ul>\n<li><strong>\u9031\u6b21\u306e\u55b6\u696d\u4f1a\u8b70\u3067\u3001\u9032\u6357\u306e\u5831\u544a\u3068\u8ab2\u984c\u306e\u5171\u6709<\/strong><\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u6848\u4ef6\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u6d17\u3044\u51fa\u3057\u3001\u89e3\u6c7a\u7b56\u3092\u691c\u8a0e<\/strong><\/li>\n\n\n\n<li><strong>\u65b0\u898f\u6848\u4ef6\u3084\u512a\u5148\u9806\u4f4d\u306e\u5909\u66f4\u304c\u3042\u308b\u5834\u5408\u3001\u5373\u6642\u53cd\u6620<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\u500b\u3005\u306e\u55b6\u696d\u62c5\u5f53\u304c\u6848\u4ef6\u306e\u9032\u6357\u3092\u628a\u63e1\u3057\u3066\u3044\u308b\u3060\u3051\u3067\u306f\u306a\u304f\u3001<strong>\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u60c5\u5831\u3092\u5171\u6709\u3057\u3001\u6700\u9069\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u3068\u308c\u308b\u4f53\u5236\u3092\u6574\u3048\u307e\u3057\u3087\u3046\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u5171\u6709\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3057\u3066\u30c1\u30fc\u30e0\u306e\u60c5\u5831\u9023\u643a\u3092\u5f37\u5316\u3059\u308b<\/strong><\/h4>\n\n\n\n<p>\u9032\u6357\u7ba1\u7406\u3092\u3088\u308a\u30b9\u30e0\u30fc\u30ba\u306b\u884c\u3046\u305f\u3081\u306b\u3001<strong>\u793e\u5185\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3057\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u60c5\u5831\u5171\u6709\u3067\u304d\u308b\u4ed5\u7d44\u307f\u3092\u4f5c\u308b<\/strong>\u3053\u3068\u3082\u6709\u52b9\u3067\u3059\u3002<\/p>\n\n\n\n<ul>\n<li><strong>Slack\u3084Teams\u3067\u6848\u4ef6\u3054\u3068\u306e\u30c1\u30e3\u30f3\u30cd\u30eb\u3092\u4f5c\u6210\u3057\u3001\u6700\u65b0\u60c5\u5831\u3092\u5171\u6709<\/strong><\/li>\n\n\n\n<li><strong>Google\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084Notion\u3067\u9032\u6357\u30ea\u30b9\u30c8\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u66f4\u65b0<\/strong><\/li>\n\n\n\n<li><strong>SFA\/CRM\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u6d3b\u7528\u3057\u3001\u5168\u4f53\u306e\u72b6\u6cc1\u3092\u898b\u3048\u308b\u5316<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306a\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3068\u3001<strong>\u4f1a\u8b70\u3092\u5f85\u305f\u305a\u306b\u5373\u5ea7\u306b\u9032\u6357\u3092\u5171\u6709\u3067\u304d\u3001\u5bfe\u5fdc\u30b9\u30d4\u30fc\u30c9\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p>\u9032\u6357\u3092\u5b9a\u671f\u7684\u306b\u66f4\u65b0\u30fb\u5171\u6709\u3059\u308b\u305f\u3081\u306b\u306f\u3001<strong>\u66f4\u65b0\u30eb\u30fc\u30eb\u306e\u8a2d\u5b9a\u30fbSFA\/CRM\u306e\u6d3b\u7528\u30fb\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u306e\u7d71\u4e00\u30fb\u5b9a\u4f8b\u4f1a\u8b70\u306e\u5b9f\u65bd\u30fb\u5171\u6709\u30c4\u30fc\u30eb\u306e\u6d3b\u7528<\/strong>\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u6848\u4ef6\u60c5\u5831\u3092\u7ba1\u7406\u3057\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u5171\u901a\u8a8d\u8b58\u3092\u6301\u3064\u3053\u3068\u3067\u3001<strong>\u30b9\u30e0\u30fc\u30ba\u306a\u55b6\u696d\u6d3b\u52d5\u3068\u6210\u7d04\u7387\u306e\u5411\u4e0a\u3092\u5b9f\u73fe\u3067\u304d\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4\uff5c\u6848\u4ef6\u306e\u632f\u308a\u8fd4\u308a\u3068\u6539\u5584<\/h3>\n\n\n\n<p>\u6848\u4ef6\u5bfe\u5fdc\u304c\u5b8c\u4e86\u3057\u305f\u3089\u3001\u53d7\u6ce8\u30fb\u5931\u6ce8\u306e\u7406\u7531\u306e\u5206\u6790\u3092\u884c\u3044\u307e\u3059\u3002\u6848\u4ef6\u306e\u632f\u308a\u8fd4\u308a\u3068\u6539\u5584\u3092\u884c\u3046\u3053\u3068\u3067\u3001<strong>\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u8ab2\u984c\u3092\u7279\u5b9a\u3057\u3001\u6b21\u306e\u6848\u4ef6\u3067\u3088\u308a\u9ad8\u3044\u6210\u679c\u3092\u51fa\u3059\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p>\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u6539\u5584\u70b9\u3092\u6d17\u3044\u51fa\u3057\u3001\u3088\u308a\u52b9\u679c\u7684\u306a\u6848\u4ef6\u7ba1\u7406\u306e\u4ed5\u7d44\u307f\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u3001\u7d99\u7d9a\u7684\u306a\u6210\u9577\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u6210\u679c\u6307\u6a19\uff08KPI\uff09\u306e\u78ba\u8a8d<\/strong><\/h4>\n\n\n\n<p>\u6848\u4ef6\u3092\u632f\u308a\u8fd4\u308b\u969b\u306f\u3001<strong>\u4e8b\u524d\u306b\u8a2d\u5b9a\u3057\u305fKPI\uff08\u91cd\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\uff09\u3092\u57fa\u6e96\u306b\u8a55\u4fa1\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p><strong>\u78ba\u8a8d\u3059\u3079\u304dKPI\u306e\u4f8b<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th><strong>\u5546\u8ac7\u6570<\/strong><\/th><th>\u8a2d\u5b9a\u3057\u305f\u76ee\u6a19\u306b\u5bfe\u3057\u3066\u5b9f\u65bd\u3067\u304d\u305f\u304b<\/th><\/tr><\/thead><tbody><tr><td><strong>\u6210\u7d04\u7387<\/strong><\/td><td>\u898b\u8fbc\u307f\u9867\u5ba2\u306e\u3046\u3061\u3001\u3069\u308c\u3060\u3051\u5951\u7d04\u306b\u81f3\u3063\u305f\u304b<\/td><\/tr><tr><td><strong>\u6848\u4ef6\u306e\u5e73\u5747\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0<\/strong><\/td><td>\u6848\u4ef6\u958b\u59cb\u304b\u3089\u6210\u7d04\u30fb\u5931\u6ce8\u307e\u3067\u306e\u671f\u9593<\/td><\/tr><tr><td><strong>\u5546\u8ac7\u5f8c\u306e\u30d5\u30a9\u30ed\u30fc\u7387<\/strong><\/td><td>\u63d0\u6848\u5f8c\u3001\u9069\u5207\u306a\u30d5\u30a9\u30ed\u30fc\u304c\u884c\u308f\u308c\u305f\u304b<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u6570\u5024\u3092\u632f\u308a\u8fd4\u308b\u3053\u3068\u3067\u3001<strong>\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u3069\u3053\u306b\u8ab2\u984c\u304c\u3042\u308b\u306e\u304b\u3092\u5ba2\u89b3\u7684\u306b\u5206\u6790\u3067\u304d\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u6210\u529f\u8981\u56e0\u3068\u5931\u6557\u8981\u56e0\u306e\u5206\u6790<\/strong><\/h4>\n\n\n\n<p>\u6848\u4ef6\u3054\u3068\u306b\u300c\u6210\u529f\u3057\u305f\u8981\u56e0\u300d\u3068\u300c\u5931\u6557\u3057\u305f\u8981\u56e0\u300d\u3092\u6574\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u4eca\u5f8c\u306e\u55b6\u696d\u6d3b\u52d5\u306b\u6d3b\u304b\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u5206\u6790\u30dd\u30a4\u30f3\u30c8<\/p>\n\n\n\n<ul>\n<li><strong>\u6210\u529f\u6848\u4ef6\u306e\u5171\u901a\u70b9\u3092\u898b\u3064\u3051\u308b<\/strong><br>\u4f8b\uff1a\u610f\u601d\u6c7a\u5b9a\u8005\u3068\u65e9\u671f\u306b\u63a5\u89e6\u3067\u304d\u305f\u3001\u30cb\u30fc\u30ba\u306b\u5408\u3063\u305f\u63d0\u6848\u304c\u3067\u304d\u305f<\/li>\n\n\n\n<li><strong>\u5931\u6ce8\u6848\u4ef6\u306e\u539f\u56e0\u3092\u7279\u5b9a\u3059\u308b<\/strong><br>\u4f8b\uff1a\u7af6\u5408\u3068\u6bd4\u8f03\u3055\u308c\u4fa1\u683c\u9762\u3067\u4e0d\u5229\u3060\u3063\u305f\u3001\u30d2\u30a2\u30ea\u30f3\u30b0\u4e0d\u8db3\u3067\u9069\u5207\u306a\u63d0\u6848\u304c\u3067\u304d\u306a\u304b\u3063\u305f<\/li>\n\n\n\n<li><strong>\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u3069\u3053\u306b\u8ab2\u984c\u304c\u3042\u3063\u305f\u304b\u3092\u5206\u6790\u3059\u308b<\/strong><br>\u30ea\u30fc\u30c9\u7372\u5f97\u30fb\u5546\u8ac7\u30fb\u30d5\u30a9\u30ed\u30fc\u30fb\u30af\u30ed\u30fc\u30b8\u30f3\u30b0\u306a\u3069\u9805\u76ee\u3054\u3068\u306b\u767a\u751f\u3057\u305f\u8ab2\u984c\u3092\u5206\u6790\u3059\u308b<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p>\u6210\u529f\u8981\u56e0\u3092\u6a19\u6e96\u5316\u3057\u3001\u5931\u6557\u8981\u56e0\u3092\u6539\u5584\u3059\u308b\u3053\u3068\u3067\u3001<strong>\u6b21\u306e\u6848\u4ef6\u306e\u6210\u7d04\u7387\u5411\u4e0a\u306b\u3064\u306a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9867\u5ba2\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3059\u308b<\/strong><\/h4>\n\n\n\n<p>\u9867\u5ba2\u8996\u70b9\u3067\u6848\u4ef6\u3092\u632f\u308a\u8fd4\u308b\u3053\u3068\u3082\u91cd\u8981\u3067\u3059\u3002\u7279\u306b\u3001\u5931\u6ce8\u3057\u305f\u5834\u5408\u306f\u3001<strong>\u305d\u306e\u7406\u7531\u3092\u9867\u5ba2\u304b\u3089\u76f4\u63a5\u30d2\u30a2\u30ea\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3001\u8cb4\u91cd\u306a\u6539\u5584\u70b9\u304c\u5f97\u3089\u308c\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u30d2\u30a2\u30ea\u30f3\u30b0\u3059\u308b\u6642\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n\n\n\n<ul>\n<li><strong>\u306a\u305c\u7af6\u5408\u4ed6\u793e\u3092\u9078\u3093\u3060\u306e\u304b\uff1f<\/strong><\/li>\n\n\n\n<li><strong>\u63d0\u6848\u5185\u5bb9\u3084\u4fa1\u683c\u306b\u3064\u3044\u3066\u3069\u3046\u611f\u3058\u305f\u304b\uff1f<\/strong><\/li>\n\n\n\n<li><strong>\u3069\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u6c7a\u88c1\u304c\u4e0b\u3055\u308c\u305f\u306e\u304b\uff1f<\/strong><\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u60c5\u5831\u3092\u84c4\u7a4d\u3059\u308b\u3053\u3068\u3067\u3001\u4eca\u5f8c\u306e\u55b6\u696d\u6d3b\u52d5\u306e\u7cbe\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u55b6\u696d\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u5171\u6709\u3057\u3001\u6539\u5584\u7b56\u3092\u7acb\u3066\u308b<\/strong><\/h4>\n\n\n\n<p>\u500b\u3005\u306e\u55b6\u696d\u62c5\u5f53\u8005\u304c\u5b66\u3073\u3092\u5f97\u308b\u3060\u3051\u3067\u306a\u304f\u3001<strong>\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u632f\u308a\u8fd4\u308a\u3092\u884c\u3044\u3001\u30ca\u30ec\u30c3\u30b8\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u3067\u7d44\u7e54\u5168\u4f53\u306e\u55b6\u696d\u529b\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u53ef\u80fd<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u30c1\u30fc\u30e0\u5185\u3067\u5171\u6709\u3059\u308b\u30dd\u30a4\u30f3\u30c8<\/p>\n\n\n\n<ul>\n<li>\u6210\u529f\u4e8b\u4f8b\u30fb\u5931\u6ce8\u4e8b\u4f8b\u306e<strong>\u5b9a\u671f\u7684\u306a\u632f\u308a\u8fd4\u308a<\/strong><\/li>\n\n\n\n<li>\u6210\u529f\u6848\u4ef6\u306e\u6d41\u308c\u3092\u30de\u30cb\u30e5\u30a2\u30eb\u306b\u3057\u4f5c\u6210<\/li>\n\n\n\n<li><strong>\u30c8\u30fc\u30af\u30b9\u30af\u30ea\u30d7\u30c8\u3084\u55b6\u696d\u8cc7\u6599\u3092\u6539\u5584<\/strong><\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p>\u7279\u306b\u3001<strong>\u6539\u5584\u7b56\u306f\u5177\u4f53\u7684\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u3068\u3057\u3066\u843d\u3068\u3057\u8fbc\u307f\u3001\u3059\u3050\u306b\u5b9f\u8df5\u3067\u304d\u308b\u5f62\u306b\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>SFA\/CRM\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3057\u3066\u30c7\u30fc\u30bf\u3092\u84c4\u7a4d\u30fb\u5206\u6790<\/strong><\/h4>\n\n\n\n<p>\u6848\u4ef6\u306e\u632f\u308a\u8fd4\u308a\u3068\u6539\u5584\u3092\u7d99\u7d9a\u7684\u306b\u884c\u3046\u305f\u3081\u306b\u306f\u3001<strong>SFA\uff08\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3084CRM\uff08\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff09\u3092\u6d3b\u7528\u3057\u3001\u30c7\u30fc\u30bf\u3092\u84c4\u7a4d\u30fb\u5206\u6790\u3059\u308b\u3053\u3068\u304c\u52b9\u679c\u7684<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>SFA\/CRM\u30c4\u30fc\u30eb\u3067\u306e\u904b\u7528\u52b9\u679c<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>\u6210\u7d04\u30fb\u5931\u6ce8\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406<\/strong><\/li>\n\n\n\n<li><strong>\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067KPI\u3092\u53ef\u8996\u5316<\/strong><\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u306e\u53cd\u5fdc\u3084\u5c65\u6b74\u306e\u84c4\u7a4d<\/strong><\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p>\u6848\u4ef6\u306e\u632f\u308a\u8fd4\u308a\u3068\u6539\u5584\u3092\u52b9\u679c\u7684\u306b\u884c\u3046\u305f\u3081\u306b\u306f\u3001<strong>KPI\u306e\u78ba\u8a8d\u30fb\u6210\u529f\/\u5931\u6557\u8981\u56e0\u306e\u5206\u6790\u30fb\u9867\u5ba2\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306e\u53ce\u96c6\u30fb\u30c1\u30fc\u30e0\u3067\u306e\u5171\u6709\u30fbSFA\/CRM\u306e\u6d3b\u7528<\/strong>\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u308c\u3089\u3092\u7d99\u7d9a\u7684\u306b\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u6539\u5584\u304c\u9032\u307f\u3001<strong>\u6210\u7d04\u7387\u306e\u5411\u4e0a\u3084\u55b6\u696d\u306e\u52b9\u7387\u5316\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p>\u4ee5\u4e0b\u8a18\u4e8b\u3067\u306f\u3001\u55b6\u696d\u306e\u751f\u7523\u6027\u306b\u3064\u3044\u3066\u5fb9\u5e95\u89e3\u8aac\u3057\u3066\u3044\u307e\u3059\u306e\u3067\u662f\u975e\u3054\u89a7\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-salesinsight wp-block-embed-salesinsight\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"FurEAuE2zE\"><a href=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/135-sales-productivity\/\">\u55b6\u696d\u751f\u7523\u6027\u3068\u306f\uff1f\u6307\u6a19\u3084\u8a08\u7b97\u65b9\u6cd5\u304b\u3089\u751f\u7523\u6027\u5411\u4e0a\u306e\u305f\u3081\u306e\u5b9f\u8df5\u7684\u65bd\u7b56\u307e\u3067\u5fb9\u5e95\u89e3\u8aac<\/a><\/blockquote><iframe class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;\u55b6\u696d\u751f\u7523\u6027\u3068\u306f\uff1f\u6307\u6a19\u3084\u8a08\u7b97\u65b9\u6cd5\u304b\u3089\u751f\u7523\u6027\u5411\u4e0a\u306e\u305f\u3081\u306e\u5b9f\u8df5\u7684\u65bd\u7b56\u307e\u3067\u5fb9\u5e95\u89e3\u8aac&#8221; &#8212; SalesInsight\" src=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/135-sales-productivity\/embed\/#?secret=ZCmaskDJgG#?secret=FurEAuE2zE\" data-secret=\"FurEAuE2zE\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c8\u30b7\u30fc\u30c8\u3067\u7ba1\u7406<\/h2>\n\n\n\n<p>\u6848\u4ef6\u7ba1\u7406\u306e\u57fa\u672c\u7684\u306a\u65b9\u6cd5\u3068\u3057\u3066\u3001Excel\u3084Google\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u6d3b\u7528\u3059\u308b\u65b9\u6cd5\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u3001\u624b\u8efd\u306b\u6848\u4ef6\u7ba1\u7406\u3092\u59cb\u3081\u3089\u308c\u308b\u30c4\u30fc\u30eb\u3068\u3057\u3066\u304a\u3059\u3059\u3081\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4ee5\u4e0b\u306f\u5f0a\u793e\u3067\u6d3b\u7528\u3057\u3066\u3044\u308b\u6848\u4ef6\u7ba1\u7406\u7528\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5de6\u4e0a\u3001\u300c\u30d5\u30a1\u30a4\u30eb\u300d\u304b\u3089\u300c\u30b3\u30d4\u30fc\u3092\u4f5c\u6210\u300d\u3067\u5404\u4f01\u696d\u69d8\u3067\u3082\u3054\u6d3b\u7528\u306b\u306a\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1mYeiKKRgCf_FQMkCxsMRxi3kExKscDLR3EsG2zgy4O8\/edit?usp=sharing\">https:\/\/docs.google.com\/spreadsheets\/d\/1mYeiKKRgCf_FQMkCxsMRxi3kExKscDLR3EsG2zgy4O8\/edit?usp=sharing<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306e\u7ba1\u7406\u306e\u7279\u5fb4<\/h4>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u30a2\u30ab\u30a6\u30f3\u30c8\u304c\u3042\u308c\u3070\u4ed6\u306e\u6a5f\u80fd\u3082\u5229\u7528\u304c\u3067\u304d\u3001\u30b3\u30b9\u30c8\u3092\u3067\u304d\u308b\u9650\u308a\u304b\u3051\u305a\u306b\u5c0e\u5165\u3067\u304d\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3082\u3057\u3084\u3059\u3044\u305f\u3081\u3001\u591a\u304f\u306e\u4f01\u696d\u3067\u5229\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306e\u7ba1\u7406\u304c\u3055\u308c\u3066\u3044\u308b\u7406\u7531<\/p>\n\n\n\n<p><strong>1. \u4f4e\u30b3\u30b9\u30c8\u3067\u306e\u624b\u8efd\u306b\u5c0e\u5165\u53ef\u80fd<\/strong><\/p>\n\n\n\n<p>\u591a\u304f\u306e\u4f01\u696d\u3067\u65e2\u306b\u5c0e\u5165\u3055\u308c\u3066\u304a\u308a\u3001\u7279\u5225\u306a\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u305b\u305a\u306b\u6848\u4ef6\u7ba1\u7406\u3092\u59cb\u3081\u3089\u308c\u3001\u7121\u6599\u307e\u305f\u306f\u4f4e\u30b3\u30b9\u30c8\u3067\u5229\u7528\u304c\u53ef\u80fd<\/p>\n\n\n\n<p><strong>2. \u67d4\u8edf\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u53ef\u80fd<\/strong><\/p>\n\n\n\n<p>\u7ba1\u7406\u9805\u76ee\u3084\u5165\u529b\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3092\u81ea\u7531\u306b\u8a2d\u8a08\u3067\u304d\u308b\u305f\u3081\u3001\u81ea\u793e\u306e\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u5408\u308f\u305b\u305f\u7ba1\u7406\u304c\u53ef\u80fd<\/p>\n\n\n\n<p><strong>3. \u8907\u6570\u4eba\u3067\u306e\u5171\u6709\u30fb\u7de8\u96c6\u304c\u53ef\u80fd<\/strong><\/p>\n\n\n\n<p>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u306e\u60c5\u5831\u5171\u6709\u304c\u53ef\u80fd\u3002\u55b6\u696d\u30c1\u30fc\u30e0\u3067\u6848\u4ef6\u60c5\u5831\u3092\u66f4\u65b0\u3057\u306a\u304c\u3089\u3001\u9032\u6357\u628a\u63e1\u304c\u53ef\u80fd<\/p>\n\n\n\n<p><strong>4. \u30c7\u30fc\u30bf\u5206\u6790\u3084\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306b\u6d3b\u7528\u3067\u304d\u308b<\/strong><\/p>\n\n\n\n<p>\u30d4\u30dc\u30c3\u30c8\u30c6\u30fc\u30d6\u30eb\u3084\u30b0\u30e9\u30d5\u6a5f\u80fd\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u6848\u4ef6\u306e\u50be\u5411\u5206\u6790\u3084\u55b6\u696d\u6210\u7e3e\u306e\u53ef\u8996\u5316\u304c\u53ef\u80fd<\/p>\n<\/blockquote>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u3001<strong>\u4f4e\u30b3\u30b9\u30c8\u3067\u624b\u8efd\u306b\u5c0e\u5165\u3067\u304d\u3001\u67d4\u8edf\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u53ef\u80fd<\/strong>\u306a\u305f\u3081\u3001\u591a\u304f\u306e\u4f01\u696d\u3067\u6848\u4ef6\u7ba1\u7406\u306b\u6d3b\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001<strong>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u306e\u60c5\u5831\u5171\u6709\u3084\u3001\u30c7\u30fc\u30bf\u5206\u6790\u30fb\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210<\/strong>\u306b\u3082\u5bfe\u5fdc\u3067\u304d\u308b\u305f\u3081\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u306e\u696d\u52d9\u52b9\u7387\u5316\u306b<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5177\u4f53\u7684\u306a\u7ba1\u7406\u65b9\u6cd5<\/h3>\n\n\n\n<p>\u6848\u4ef6\u7ba1\u7406\u3092\u52b9\u679c\u7684\u306b\u884c\u3046\u306b\u306f\u3001\u9069\u5207\u306a\u7ba1\u7406\u624b\u6cd5\u306e\u9078\u5b9a\u304c\u6b20\u304b\u305b\u307e\u305b\u3093\u3002\u7279\u306b\u3001<strong>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f4e\u30b3\u30b9\u30c8\u304b\u3064\u67d4\u8edf\u306b\u6848\u4ef6\u3092\u7ba1\u7406<\/strong>\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u3053\u3067\u306f\u3001\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u3092\u4f7f\u3063\u3066\u696d\u52d9\u3092\u52b9\u7387\u5316\u3059\u308b\u305f\u3081\u306e\u30dd\u30a4\u30f3\u30c8\u3092\u8a73\u3057\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-6-1.jpg\" alt=\"\" class=\"wp-image-1862\" srcset=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-6-1.jpg 960w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-6-1-300x169.jpg 300w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-6-1-768x432.jpg 768w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-6-1-840x473.jpg 840w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">1\uff5c\u30b9\u30c6\u30fc\u30bf\u30b9\u7ba1\u7406\u306e\u4ed5\u7d44\u307f\u4f5c\u6210<\/h4>\n\n\n\n<p>\u6848\u4ef6\u3054\u3068\u306e\u9032\u6357\u72b6\u6cc1\u3092\u660e\u78ba\u306b\u3059\u308b\u305f\u3081\u3001\u30b9\u30c6\u30fc\u30bf\u30b9\u7ba1\u7406\u306e\u4ed5\u7d44\u307f\u3092\u4f5c\u6210\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u300c\u65b0\u898f\u300d\u300c\u5bfe\u5fdc\u4e2d\u300d\u300c\u898b\u7a4d\u63d0\u51fa\u300d\u300c\u53d7\u6ce8\u300d\u300c\u5931\u6ce8\u300d\u306a\u3069\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u73fe\u5728\u306e\u72b6\u6cc1\u3092\u4e00\u76ee\u3067\u628a\u63e1\u3067\u304d\u3001\u6b21\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u8fc5\u901f\u306b\u6c7a\u5b9a\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306f\u3001<strong>\u30d7\u30eb\u30c0\u30a6\u30f3\u30ea\u30b9\u30c8\u3092\u6d3b\u7528<\/strong>\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u5165\u529b\u306e\u7d71\u4e00\u304c\u53ef\u80fd\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"846\" height=\"500\" src=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-60.png\" alt=\"\" class=\"wp-image-1863\" srcset=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-60.png 846w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-60-300x177.png 300w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-60-768x454.png 768w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-60-840x496.png 840w\" sizes=\"(max-width: 846px) 100vw, 846px\" \/><\/figure>\n\n\n\n<p>\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u7d71\u4e00\u3057\u3066\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u7ba1\u7406\u304c\u7c21\u5358\u306b\u306a\u308a\u307e\u3059\u3002\u4f8b\u3068\u3057\u3066\u300c\u30a2\u30d7\u30ed\u30fc\u30c1\u4e2d\u300d\u300c\u63d0\u6848\u4e2d\u300d\u300c\u53d7\u6ce8\u300d\u306a\u3069\u306e\u30d7\u30eb\u30c0\u30a6\u30f3\u30e1\u30cb\u30e5\u30fc\u3092\u4f5c\u6210\u3059\u308b\u3068\u4fbf\u5229\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2-1\uff5c\u6848\u4ef6\u306e\u512a\u5148\u9806\u4f4d\u306e\u53ef\u8996\u5316<\/h4>\n\n\n\n<p>\u9650\u3089\u308c\u305f\u30ea\u30bd\u30fc\u30b9\u3092\u9069\u5207\u306b\u914d\u5206\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u6848\u4ef6\u306e\u512a\u5148\u9806\u4f4d\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p><strong>\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u3081\u308b\u57fa\u6e96\u3068\u3057\u3066\u3001<\/strong><\/p>\n\n\n\n<ul>\n<li>\u671f\u5f85\u58f2\u4e0a\uff08\u53d7\u6ce8\u3057\u305f\u5834\u5408\u306e\u58f2\u4e0a\u984d\uff09<\/li>\n\n\n\n<li>\u6848\u4ef6\u306e\u7dca\u6025\u5ea6\uff08\u5bfe\u5fdc\u671f\u9650\u306e\u6709\u7121\uff09<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u6e29\u5ea6\u611f\uff08\u8cfc\u8cb7\u610f\u6b32\u306e\u9ad8\u3055\uff09<\/li>\n<\/ul>\n\n\n\n<p><strong>\u306e\u3088\u3046\u306a\u8981\u7d20\u3092\u8a2d\u5b9a\u3059\u308b\u3068\u52b9\u679c\u7684\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n<p><strong>\u300c\u91cd\u8981\u5ea6\u300d\u3084\u300c\u78ba\u5ea6\u300d\u306e\u5217\u3092\u8ffd\u52a0\u3057\u3001\u6570\u5024\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u6848\u4ef6\u306e\u6bd4\u8f03\u304c\u5bb9\u6613\u306b\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p>\u307e\u305f\u3001\u6761\u4ef6\u4ed8\u304d\u66f8\u5f0f\u3092\u6d3b\u7528\u3057\u3001\u512a\u5148\u9806\u4f4d\u3054\u3068\u306b\u30bb\u30eb\u306e\u8272\u5206\u3051\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u8996\u899a\u7684\u306b\u7ba1\u7406\u3092\u884c\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2-2\uff5c\u9032\u6357\u7ba1\u7406\u306e\u305f\u3081\u306e\u5b9a\u671f\u7684\u306a\u66f4\u65b0\u30eb\u30fc\u30eb\u3092\u8a2d\u5b9a<\/h4>\n\n\n\n<p>\u6848\u4ef6\u306e\u72b6\u6cc1\u304c\u9069\u5207\u306b\u7ba1\u7406\u3055\u308c\u308b\u3088\u3046\u3001<strong>\u5b9a\u671f\u7684\u306a\u66f4\u65b0\u30eb\u30fc\u30eb<\/strong>\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u6848\u4ef6\u60c5\u5831\u3092\u6700\u65b0\u72b6\u614b\u306b\u4fdd\u3064\u305f\u3081\u3001\u9031\u6b21\u3067\u66f4\u65b0\u30eb\u30fc\u30eb\u3092\u8a2d\u3051\u3001\u5168\u54e1\u304c\u78ba\u8a8d\u3067\u304d\u308b\u4f53\u5236\u3092\u6574\u3048\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<ul>\n<li>\u9031\u6b21\u307e\u305f\u306f\u6708\u6b21\u3067\u9032\u6357\u72b6\u6cc1\u3092\u66f4\u65b0<\/li>\n\n\n\n<li>\u66f4\u65b0\u62c5\u5f53\u8005\u3092\u6c7a\u3081\u3001\u8a18\u5165\u306e\u629c\u3051\u6f0f\u308c\u3092\u9632\u3050<\/li>\n\n\n\n<li>\u5909\u66f4\u5c65\u6b74\u3092\u6b8b\u3057\u3001\u904e\u53bb\u306e\u5bfe\u5fdc\u5185\u5bb9\u3092\u78ba\u8a8d\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b<\/li>\n\n\n\n<li><strong>\u300c\u6700\u7d42\u66f4\u65b0\u65e5\u300d\u5217\u3092\u8ffd\u52a0\u3057\u3001\u9032\u6357\u304c\u53e4\u304f\u306a\u3063\u3066\u3044\u306a\u3044\u304b\u3092\u30c1\u30a7\u30c3\u30af<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\u6848\u4ef6\u306e\u72b6\u6cc1\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3059\u308b\u306b\u306f\u3001<strong>\u5b9a\u671f\u7684\u306a\u66f4\u65b0\u30eb\u30fc\u30eb\u306e\u8a2d\u5b9a\u304c\u4e0d\u53ef\u6b20<\/strong>\u3067\u3059\u3002\u9031\u6b21\u3084\u6708\u6b21\u3067\u306e\u9032\u6357\u78ba\u8a8d\u3092\u5fb9\u5e95\u3057\u3001\u62c5\u5f53\u8005\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u60c5\u5831\u306e\u629c\u3051\u6f0f\u308c\u3092\u9632\u304e\u3001\u5e38\u306b\u6700\u65b0\u306e\u6848\u4ef6\u72b6\u6cc1\u3092\u5171\u6709\u3067\u304d\u308b\u4f53\u5236\u3092\u6574\u3048\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">3-1\uff5c\u95a2\u6570\u3092\u6d3b\u7528\u3057\u3066\u81ea\u52d5\u96c6\u8a08\u3067\u52b9\u7387\u5316<\/h4>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e<strong>\u95a2\u6570\u3092\u6d3b\u7528<\/strong>\u3059\u308c\u3070\u3001\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3057\u3001\u30c7\u30fc\u30bf\u5165\u529b\u30df\u30b9\u3082\u9632\u3052\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u7ba1\u7406\u6642\u306b\u5f79\u306b\u7acb\u3064\u95a2\u6570<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>SUMIFS\u95a2\u6570<\/th><th>\u7279\u5b9a\u306e\u6761\u4ef6\u306b\u5f53\u3066\u306f\u307e\u308b\u6848\u4ef6\u306e\u58f2\u4e0a\u5408\u8a08\u3092\u81ea\u52d5\u7b97\u51fa<\/th><th><\/th><\/tr><\/thead><tbody><tr><td>COUNTIFS\u95a2\u6570<\/td><td>\u7279\u5b9a\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u306e\u6848\u4ef6\u6570\u3092\u30ab\u30a6\u30f3\u30c8<\/td><td><\/td><\/tr><tr><td>IF\u95a2\u6570<\/td><td>\u6848\u4ef6\u306e\u9032\u6357\u306b\u5fdc\u3058\u305f\u30a2\u30e9\u30fc\u30c8\u3092\u8868\u793a<\/td><td><\/td><\/tr><tr><td>VLOOKUP\u95a2\u6570<\/td><td>\u7e26\u65b9\u5411\u306e\u691c\u7d22\u3092\u884c\u3044\u3001\u6307\u5b9a\u3057\u305f\u7bc4\u56f2\u304b\u3089\u6761\u4ef6\u306b\u4e00\u81f4\u3059\u308b\u30c7\u30fc\u30bf\u3092\u62bd\u51fa<\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>\u95a2\u6570\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306e\u624b\u9593\u3092\u5927\u5e45\u306b\u524a\u6e1b<\/strong>\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">3-2\uff5c\u30c1\u30fc\u30e0\u3067\u306e\u5171\u6709\u30fb\u6a29\u9650\u7ba1\u7406\u3092\u8a2d\u5b9a<\/h4>\n\n\n\n<p>\u8907\u6570\u4eba\u3067\u7ba1\u7406\u3059\u308b\u5834\u5408\u3001<strong>\u9069\u5207\u306a\u6a29\u9650\u8a2d\u5b9a<\/strong>\u3092\u884c\u3046\u3053\u3068\u3067\u60c5\u5831\u306e\u8aa4\u64cd\u4f5c\u3084\u6f0f\u6d29\u3092\u9632\u3052\u307e\u3059\u3002<\/p>\n\n\n\n<ul>\n<li>\u7de8\u96c6\u53ef\u80fd\u306a\u30e6\u30fc\u30b6\u30fc\u3092\u5236\u9650\u3057\u3001\u8aa4\u3063\u305f\u4fee\u6b63\u3092\u9632\u3050<\/li>\n\n\n\n<li>\u300c\u95b2\u89a7\u306e\u307f\u300d\u306e\u6a29\u9650\u3092\u6d3b\u7528\u3057\u3001\u95a2\u4fc2\u8005\u304c\u81ea\u7531\u306b\u78ba\u8a8d\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b<\/li>\n\n\n\n<li>\u5909\u66f4\u5c65\u6b74\u3092\u6709\u52b9\u306b\u3057\u3066\u3001\u4fee\u6b63\u306e\u8ffd\u8de1\u3092\u53ef\u80fd\u306b\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p>Google\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306f\u3001<strong>\u300c\u5171\u6709\u8a2d\u5b9a\u300d\u3067\u30e6\u30fc\u30b6\u30fc\u3054\u3068\u306e\u6a29\u9650\u3092\u7d30\u304b\u304f\u8a2d\u5b9a\u3067\u304d\u308b\u305f\u3081\u3001\u7ba1\u7406\u304c\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">3-3\uff5c\u6848\u4ef6\u306e\u9032\u6357\u3092\u30b0\u30e9\u30d5\u5316\u3057\u3066\u53ef\u8996\u5316<\/h4>\n\n\n\n<p>\u9032\u6357\u72b6\u6cc1\u3092\u53ef\u8996\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u6848\u4ef6\u306e\u7ba1\u7406\u304c\u3088\u308a\u76f4\u611f\u7684\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-10.png\" alt=\"\" class=\"wp-image-1864\" srcset=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-10.png 960w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-10-300x169.png 300w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-10-768x432.png 768w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/SEO\u7528\u753b\u50cf_\u4e38\u5c71.pptx-\u306e\u30b3\u30d4\u30fc-10-840x473.png 840w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<ul>\n<li><strong>\u68d2\u30b0\u30e9\u30d5<\/strong>\uff1a\u6848\u4ef6\u6570\u306e\u63a8\u79fb\u3084\u30b9\u30c6\u30fc\u30bf\u30b9\u5225\u306e\u4ef6\u6570\u3092\u8868\u793a<\/li>\n\n\n\n<li><strong>\u5186\u30b0\u30e9\u30d5<\/strong>\uff1a\u6848\u4ef6\u306e\u78ba\u5ea6\u3084\u58f2\u4e0a\u898b\u8fbc\u307f\u306e\u5272\u5408\u3092\u793a\u3059<\/li>\n\n\n\n<li><strong>\u30ac\u30f3\u30c8\u30c1\u30e3\u30fc\u30c8<\/strong>\uff1a\u6848\u4ef6\u306e\u9032\u884c\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u7ba1\u7406<\/li>\n<\/ul>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u306f\u3001<strong>\u30c7\u30fc\u30bf\u3092\u81ea\u52d5\u7684\u306b\u30b0\u30e9\u30d5\u5316\u3059\u308b\u6a5f\u80fd\u304c\u5099\u308f\u3063\u3066\u304a\u308a\u3001\u4f1a\u8b70\u3084\u5831\u544a\u8cc7\u6599\u306b\u3082\u6d3b\u7528\u3067\u304d\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">4\uff5c\u6848\u4ef6\u7ba1\u7406\u306e\u8ab2\u984c\u3068\u6539\u5584\u7b56<\/h4>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u6848\u4ef6\u7ba1\u7406\u3092\u884c\u3063\u305f\u5f8c\u3001\u6848\u4ef6\u3054\u3068\u306e\u8ab2\u984c\u3084\u6539\u5584\u70b9\u3092\u6574\u7406\u3059\u308b\u306b\u306f\u3001<strong>\u632f\u308a\u8fd4\u308a\u306e\u4ed5\u7d44\u307f\u3092\u4f5c\u308a\u3001\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7684\u306b\u307e\u3068\u3081\u308b\u3053\u3068<\/strong>\u304c\u91cd\u8981\u3067\u3059\u3002\u4ee5\u4e0b\u306e\u624b\u9806\u3067\u307e\u3068\u3081\u308b\u3068\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u6539\u5584\u306b\u3064\u306a\u3052\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u2460&nbsp;<strong>\u6848\u4ef6\u3054\u3068\u306e\u632f\u308a\u8fd4\u308a\u30b7\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b<\/strong><\/p>\n\n\n\n<p>Excel\/\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u3001<strong>\u6848\u4ef6\u3054\u3068\u306e\u632f\u308a\u8fd4\u308a\u7528\u30b7\u30fc\u30c8<\/strong>\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u9805\u76ee\u3092\u8a2d\u3051\u3066\u3001\u6848\u4ef6\u3054\u3068\u306e\u6210\u529f\u30fb\u5931\u6557\u8981\u56e0\u3092\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u6848\u4ef6\u540d<\/th><th>\u53d7\u6ce8\/\u5931\u6ce8<\/th><th>\u6210\u529f\u8981\u56e0<\/th><th>\u5931\u6557\u8981\u56e0<\/th><th>\u8ab2\u984c<\/th><th>\u6539\u5584\u7b56<\/th><th>\u6b21\u56de\u30a2\u30af\u30b7\u30e7\u30f3<\/th><\/tr><\/thead><tbody><tr><td>\u25cb\u25cb\u682a\u5f0f\u4f1a\u793e<\/td><td>\u53d7\u6ce8<\/td><td>\u65e9\u671f\u306b\u610f\u601d\u6c7a\u5b9a\u8005\u3068\u5546\u8ac7\u3067\u304d\u305f<\/td><td>&#8211;<\/td><td>\u30d5\u30a9\u30ed\u30fc\u306e\u983b\u5ea6\u3092\u5897\u3084\u3059<\/td><td>\u5b9a\u671f\u30d5\u30a9\u30ed\u30fc\u306e\u4ed5\u7d44\u307f\u3092\u4f5c\u308b<\/td><td>3\u30f6\u6708\u3054\u3068\u306b\u72b6\u6cc1\u78ba\u8a8d<\/td><\/tr><tr><td>\u25b3\u25b3\u5546\u4e8b<\/td><td>\u5931\u6ce8<\/td><td>&#8211;<\/td><td>\u7af6\u5408\u306e\u63d0\u6848\u306e\u65b9\u304c\u9b45\u529b\u7684\u3060\u3063\u305f<\/td><td>\u4fa1\u683c\u4ea4\u6e09\u529b\u306e\u5411\u4e0a<\/td><td>\u7af6\u5408\u306e\u4fa1\u683c\u30ea\u30b5\u30fc\u30c1\u3092\u5fb9\u5e95<\/td><td>\u4e8b\u524d\u306b\u7af6\u5408\u60c5\u5831\u3092\u53ce\u96c6<\/td><\/tr><tr><td>\u25a1\u25a1\u5de5\u696d<\/td><td>\u5931\u6ce8<\/td><td>&#8211;<\/td><td>\u63d0\u6848\u5185\u5bb9\u304c\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3068\u30ba\u30ec\u3066\u3044\u305f<\/td><td>\u30d2\u30a2\u30ea\u30f3\u30b0\u306e\u5f37\u5316<\/td><td>\u521d\u56de\u5546\u8ac7\u3067\u8ab2\u984c\u3092\u6df1\u6398\u308a\u3059\u308b\u8cea\u554f\u3092\u5897\u3084\u3059<\/td><td>\u30d2\u30a2\u30ea\u30f3\u30b0\u30b7\u30fc\u30c8\u3092\u6539\u826f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u6848\u4ef6\u3054\u3068\u306e\u632f\u308a\u8fd4\u308a\u3067\u306f\u3001\u6210\u529f\u8981\u56e0\u3092\u7279\u5b9a\u3057\u3001\u6b21\u56de\u306e\u55b6\u696d\u6d3b\u52d5\u306b\u6d3b\u304b\u3059\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u5931\u6ce8\u306e\u539f\u56e0\u3082\u660e\u78ba\u306b\u3057\u3001\u5177\u4f53\u7684\u306a\u6539\u5584\u7b56\u3092\u7acb\u3066\u308b\u3053\u3068\u3067\u3001\u540c\u3058\u8ab2\u984c\u3092\u7e70\u308a\u8fd4\u3055\u306a\u3044\u4ed5\u7d44\u307f\u3092\u4f5c\u308c\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u6539\u5584\u7b56\u3092\u5b9f\u884c\u53ef\u80fd\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u3068\u3057\u3066\u6574\u7406\u3057\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u3059\u3050\u53cd\u6620\u3059\u308b\u3053\u3068\u304c\u6210\u9577\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u2461&nbsp;<strong>KPI\u30d9\u30fc\u30b9\u3067\u8ab2\u984c\u3092\u5206\u6790\u3059\u308b<\/strong><\/p>\n\n\n\n<p>\u500b\u5225\u306e\u6848\u4ef6\u3060\u3051\u3067\u306a\u304f\u3001<strong>KPI\uff08\u91cd\u8981\u696d\u7e3e\u6307\u6a19\uff09<\/strong>\u3092\u5143\u306b\u5168\u4f53\u306e\u50be\u5411\u3092\u5206\u6790\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>KPI\u9805\u76ee<\/th><th>\u76ee\u6a19\u5024<\/th><th>\u5b9f\u7e3e<\/th><th>\u8ab2\u984c<\/th><th>\u6539\u5584\u7b56<\/th><\/tr><\/thead><tbody><tr><td>\u5546\u8ac7\u6570<\/td><td>20\u4ef6\/\u6708<\/td><td>15\u4ef6<\/td><td>\u30a2\u30dd\u7372\u5f97\u7387\u304c\u4f4e\u3044<\/td><td>\u30ea\u30fc\u30c9\u7372\u5f97\u65bd\u7b56\u306e\u5f37\u5316<\/td><\/tr><tr><td>\u6210\u7d04\u7387<\/td><td>30%<\/td><td>20%<\/td><td>\u63d0\u6848\u306e\u9b45\u529b\u304c\u7af6\u5408\u306b\u52a3\u308b<\/td><td>\u30e6\u30fc\u30b6\u30fc\u4e8b\u4f8b\u3092\u4ea4\u3048\u305f\u63d0\u6848\u3092\u5897\u3084\u3059<\/td><\/tr><tr><td>\u5e73\u5747\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0<\/td><td>45\u65e5<\/td><td>60\u65e5<\/td><td>\u30af\u30ed\u30fc\u30b8\u30f3\u30b0\u306b\u6642\u9593\u304c\u304b\u304b\u308b<\/td><td>\u6c7a\u88c1\u8005\u3078\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u65e9\u3081\u308b<\/td><\/tr><tr><td>\u5546\u8ac7\u5f8c\u306e\u30d5\u30a9\u30ed\u30fc\u7387<\/td><td>90%<\/td><td>70%<\/td><td>\u30d5\u30a9\u30ed\u30fc\u6f0f\u308c\u304c\u767a\u751f<\/td><td>\u30d5\u30a9\u30ed\u30fc\u7528\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>KPI\u3068\u5b9f\u7e3e\u3092\u6bd4\u8f03\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u3069\u3053\u306b\u8ab2\u984c\u304c\u3042\u308b\u306e\u304b\u3092\u660e\u78ba\u306b\u3067\u304d\u307e\u3059\u3002\u7279\u5b9a\u3057\u305f\u554f\u984c\u70b9\u306b\u5bfe\u3057\u3066\u5177\u4f53\u7684\u306a\u6539\u5584\u7b56\u3092\u7acb\u3066\u3001\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3067\u55b6\u696d\u52b9\u7387\u3084\u6210\u7d04\u7387\u306e\u5411\u4e0a\u306b\u3064\u306a\u3052\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u2462&nbsp;<strong>\u8ab2\u984c\u30fb\u6539\u5584\u7b56\u3092\u30c1\u30fc\u30e0\u3067\u5171\u6709\u3059\u308b<\/strong><\/p>\n\n\n\n<p>\u6848\u4ef6\u3054\u3068\u306e\u632f\u308a\u8fd4\u308a\u3084KPI\u5206\u6790\u306e\u7d50\u679c\u3092<strong>\u30c1\u30fc\u30e0\u5185\u3067\u5171\u6709<\/strong>\u3057\u3001\u7d44\u7e54\u7684\u306a\u6539\u5584\u306b\u3064\u306a\u3052\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5b9a\u4f8b\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3067\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u6d41\u308c\u3067\u8a71\u3057\u5408\u3046\u306e\u304c\u52b9\u679c\u7684\u3067\u3059\u3002<\/p>\n\n\n\n<ol>\n<li><strong>\u6210\u529f\u6848\u4ef6\u306e\u5171\u6709 \u2192 \u518d\u73fe\u6027\u3092\u9ad8\u3081\u308b\u65b9\u6cd5\u3092\u691c\u8a0e<\/strong><\/li>\n\n\n\n<li><strong>\u5931\u6ce8\u6848\u4ef6\u306e\u5171\u6709 \u2192 \u5931\u6557\u8981\u56e0\u3092\u6574\u7406\u3057\u3001\u6539\u5584\u7b56\u3092\u6c7a\u5b9a<\/strong><\/li>\n\n\n\n<li><strong>KPI\u5206\u6790\u7d50\u679c\u306e\u78ba\u8a8d \u2192 \u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306e\u8ab2\u984c\u3092\u7279\u5b9a<\/strong><\/li>\n\n\n\n<li><strong>\u6b21\u56de\u306e\u6539\u5584\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u6c7a\u5b9a \u2192 \u5b9f\u884c\u8a08\u753b\u3092\u4f5c\u6210<\/strong><\/li>\n<\/ol>\n\n\n\n<p>\u5206\u6790\u3060\u3051\u3067\u7d42\u308f\u3089\u305b\u305a\u3001\u5b9f\u884c\u53ef\u80fd\u306a\u6539\u5584\u7b56\u3092\u8a2d\u5b9a\u3057\u3001\u5b9f\u8df5\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u30c1\u30fc\u30e0\u5185\u3067\u30ca\u30ec\u30c3\u30b8\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u3067\u3001\u7d44\u7e54\u5168\u4f53\u306e\u55b6\u696d\u529b\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u3001\u30b3\u30b9\u30c8\u3092\u6291\u3048\u306a\u304c\u3089\u6848\u4ef6\u7ba1\u7406\u3092\u59cb\u3081\u308b\u306e\u306b\u9069\u3057\u305f\u30c4\u30fc\u30eb\u3067\u3059\u3002\u95a2\u6570\u3084\u30b0\u30e9\u30d5\u3001\u5171\u6709\u8a2d\u5b9a\u3092\u6d3b\u7528\u3059\u308c\u3070\u3001\u3088\u308a\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3067\u304d\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u6848\u4ef6\u6570\u304c\u5897\u3048\u3066\u304f\u308b\u3068\u7ba1\u7406\u304c\u7169\u96d1\u306b\u306a\u308b\u305f\u3081\u3001<strong>SFA\u3084CRM\u3078\u306e\u79fb\u884c\u3082\u8996\u91ce\u306b\u5165\u308c\u308b\u3053\u3068\u304c\u5927\u5207\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Excel\u30fb\u30b9\u30d7\u30ec\u30c3\u30c8\u30b7\u30fc\u30c8\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"323\" src=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-61-1024x323.png\" alt=\"\" class=\"wp-image-1865\" srcset=\"https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-61-1024x323.png 1024w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-61-300x94.png 300w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-61-768x242.png 768w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-61-1536x484.png 1536w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-61-840x265.png 840w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-61-1320x416.png 1320w, https:\/\/www.salesandinnovation.jp\/salesinsight\/wp-content\/uploads\/2025\/06\/image-61.png 1727w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1mYeiKKRgCf_FQMkCxsMRxi3kExKscDLR3EsG2zgy4O8\/edit\">https:\/\/docs.google.com\/spreadsheets\/d\/1mYeiKKRgCf_FQMkCxsMRxi3kExKscDLR3EsG2zgy4O8\/edit<\/a><\/p>\n\n\n\n<p>\u7c21\u5358\u306b\u4f7f\u7528\u3067\u304d\u308b\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u4f8b\u3068\u3057\u3066\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u9805\u76ee\u3092\u542b\u3080\u7ba1\u7406\u8868\u3092\u4f5c\u6210\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<ul>\n<li>\u9867\u5ba2\u60c5\u5831<\/li>\n\n\n\n<li>\u30b9\u30c6\u30fc\u30bf\u30b9<\/li>\n\n\n\n<li>\u512a\u5148\u5ea6<\/li>\n\n\n\n<li>\u6b21\u56de\u30a2\u30af\u30b7\u30e7\u30f3\u65e5<\/li>\n\n\n\n<li>\u53d7\u6ce8\u78ba\u5ea6<\/li>\n<\/ul>\n\n\n\n<p>\u4e0a\u8a18\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u5f0a\u793eSales and Innovation Japan\u3067\u6d3b\u7528\u3057\u3066\u3044\u308b\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u3059\u3002\u30b3\u30d4\u30fc\u3092\u4f5c\u6210\u304b\u3089\u81ea\u793e\u3067\u6d3b\u7528\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7ba1\u7406\u6642\u306e\u6ce8\u610f\u70b9<\/h3>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u624b\u8efd\u306b\u6848\u4ef6\u7ba1\u7406\u3092\u59cb\u3081\u3089\u308c\u308b\u30c4\u30fc\u30eb\u3067\u3059\u304c\u3001\u9069\u5207\u306b\u904b\u7528\u3057\u306a\u3051\u308c\u3070\u7ba1\u7406\u304c\u7169\u96d1\u306b\u306a\u308a\u3001\u629c\u3051\u6f0f\u308c\u304c\u767a\u751f\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002\u52b9\u7387\u7684\u306a\u7ba1\u7406\u3092\u884c\u3046\u305f\u3081\u306b\u3001\u4ee5\u4e0b\u306e\u70b9\u306b\u6ce8\u610f\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p><strong>1. \u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u3092\u4fdd\u3064<\/strong><br><strong>2. \u66f4\u65b0\u30eb\u30fc\u30eb\u3092\u660e\u78ba\u306b\u3059\u308b<\/strong><br><strong>3. \u30d5\u30a1\u30a4\u30eb\u306e\u7ba1\u7406\u65b9\u6cd5\u3092\u6c7a\u3081\u308b<\/strong><br><strong>4. \u95a2\u6570\u3084\u30d5\u30a3\u30eb\u30bf\u30fc\u3092\u6d3b\u7528\u3057\u3001\u30c7\u30fc\u30bf\u3092\u6574\u7406\u3059\u308b<\/strong><br><strong>5. \u6a29\u9650\u7ba1\u7406\u3092\u9069\u5207\u306b\u8a2d\u5b9a\u3059\u308b<\/strong><br><strong>6. \u9577\u671f\u7684\u306a\u904b\u7528\u3092\u8003\u616e\u3059\u308b<\/strong><\/p>\n\n\n\n<p><strong>1. \u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u3092\u4fdd\u3064<\/strong><\/p>\n\n\n\n<p>\u6848\u4ef6\u3054\u3068\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3084\u62c5\u5f53\u8005\u3001\u671f\u65e5\u306a\u3069\u306e\u60c5\u5831\u3092\u7d71\u4e00\u3057\u3001\u30d0\u30e9\u3064\u304d\u304c\u51fa\u306a\u3044\u3088\u3046\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u5165\u529b\u30df\u30b9\u3092\u9632\u3050\u305f\u3081\u3001<strong>\u30d7\u30eb\u30c0\u30a6\u30f3\u30ea\u30b9\u30c8\u3084\u5165\u529b\u898f\u5247\u3092\u8a2d\u5b9a<\/strong>\u3059\u308b\u3068\u52b9\u679c\u7684\u3067\u3059\u3002\u307e\u305f\u3001\u6848\u4ef6\u3054\u3068\u306e\u30cd\u30fc\u30df\u30f3\u30b0\u30eb\u30fc\u30eb\u3092\u7d71\u4e00\u3059\u308b\u3053\u3068\u3067\u3001\u691c\u7d22\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>2. \u66f4\u65b0\u30eb\u30fc\u30eb\u3092\u660e\u78ba\u306b\u3059\u308b<\/strong><\/p>\n\n\n\n<p>\u6848\u4ef6\u7ba1\u7406\u306f\u5e38\u306b\u6700\u65b0\u306e\u60c5\u5831\u3092\u53cd\u6620\u3055\u305b\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001<strong>\u66f4\u65b0\u306e\u983b\u5ea6\u3084\u62c5\u5f53\u8005\u3092\u660e\u78ba\u306b\u6c7a\u3081\u308b<\/strong>\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u305f\u3068\u3048\u3070\u3001\u9031\u306b1\u56de\u9032\u6357\u3092\u66f4\u65b0\u3059\u308b\u30eb\u30fc\u30eb\u3092\u5b9a\u3081\u305f\u308a\u3001\u66f4\u65b0\u65e5\u3092\u8a18\u9332\u3059\u308b\u5217\u3092\u4f5c\u6210\u3057\u305f\u308a\u3059\u308b\u3068\u3001\u7ba1\u7406\u306e\u7cbe\u5ea6\u304c\u5411\u4e0a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>3. \u30d5\u30a1\u30a4\u30eb\u306e\u7ba1\u7406\u65b9\u6cd5\u3092\u6c7a\u3081\u308b<\/strong><\/p>\n\n\n\n<p>Excel\u306e\u5834\u5408\u3001\u30ed\u30fc\u30ab\u30eb\u74b0\u5883\u3067\u7ba1\u7406\u3059\u308b\u3068<strong>\u6700\u65b0\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u3042\u308b\u306e\u304b\u5206\u304b\u3089\u306a\u304f\u306a\u308b<\/strong>\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u30af\u30e9\u30a6\u30c9\u74b0\u5883\uff08Google\u30c9\u30e9\u30a4\u30d6\u3084OneDrive\u306a\u3069\uff09\u3067\u5171\u6709\u3057\u3001<strong>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u66f4\u65b0\u3067\u304d\u308b\u74b0\u5883\u3092\u6574\u3048\u308b<\/strong>\u306e\u304c\u304a\u3059\u3059\u3081\u3067\u3059\u3002\u307e\u305f\u3001\u5b9a\u671f\u7684\u306b\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u3092\u53d6\u308a\u3001\u4e07\u304c\u4e00\u306e\u30c7\u30fc\u30bf\u6d88\u5931\u306b\u5099\u3048\u308b\u3053\u3068\u3082\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p><strong>4. \u95a2\u6570\u3084\u30d5\u30a3\u30eb\u30bf\u30fc\u3092\u6d3b\u7528\u3057\u3001\u30c7\u30fc\u30bf\u3092\u6574\u7406\u3059\u308b<\/strong><\/p>\n\n\n\n<p>\u6848\u4ef6\u6570\u304c\u5897\u3048\u3066\u304f\u308b\u3068\u3001Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306f\u30c7\u30fc\u30bf\u306e\u7ba1\u7406\u304c\u7169\u96d1\u306b\u306a\u308b\u306e\u3067\u3001<\/p>\n\n\n\n<ul>\n<li><code>COUNTIFS<\/code> \u3084 <code>SUMIFS<\/code> \u3092\u4f7f\u3044\u3001\u7279\u5b9a\u306e\u6761\u4ef6\u3067\u30c7\u30fc\u30bf\u3092\u96c6\u8a08<\/li>\n\n\n\n<li>\u30d5\u30a3\u30eb\u30bf\u30fc\u6a5f\u80fd\u3092\u6d3b\u7528\u3057\u3001\u7279\u5b9a\u306e\u6848\u4ef6\u306e\u307f\u3092\u8868\u793a<\/li>\n\n\n\n<li>\u6761\u4ef6\u4ed8\u304d\u66f8\u5f0f\u3092\u8a2d\u5b9a\u3057\u3001\u7de0\u5207\u304c\u8fd1\u3044\u6848\u4ef6\u3092\u8996\u899a\u7684\u306b\u5f37\u8abf<\/li>\n<\/ul>\n\n\n\n<p>\u3068\u3044\u3063\u305f\u5de5\u592b\u3092\u3059\u308b\u3068\u3001\u7ba1\u7406\u304c\u30b9\u30e0\u30fc\u30ba\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>5. \u6a29\u9650\u7ba1\u7406\u3092\u9069\u5207\u306b\u8a2d\u5b9a\u3059\u308b<\/strong><\/p>\n\n\n\n<p>\u6848\u4ef6\u7ba1\u7406\u3092\u8907\u6570\u4eba\u3067\u884c\u3046\u5834\u5408\u3001<strong>\u8ab0\u3067\u3082\u7de8\u96c6\u3067\u304d\u308b\u72b6\u614b\u306b\u3057\u3066\u304a\u304f\u3068\u3001\u8aa4\u3063\u3066\u30c7\u30fc\u30bf\u3092\u6d88\u3057\u305f\u308a\u3001\u610f\u56f3\u305b\u305a\u5909\u66f4\u3057\u3066\u3057\u307e\u3046\u30ea\u30b9\u30af<\/strong>\u304c\u3042\u308a\u307e\u3059\u3002Google\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306a\u3089\u3001\u7de8\u96c6\u6a29\u9650\u3092\u300c\u95b2\u89a7\u306e\u307f\u300d\u300c\u30b3\u30e1\u30f3\u30c8\u53ef\u80fd\u300d\u306a\u3069\u306b\u8a2d\u5b9a\u3057\u3001\u5fc5\u8981\u306a\u30e1\u30f3\u30d0\u30fc\u3060\u3051\u304c\u7de8\u96c6\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p><strong>6. \u9577\u671f\u7684\u306a\u904b\u7528\u3092\u8003\u616e\u3059\u308b<\/strong><\/p>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u5c0f\u898f\u6a21\u306a\u6848\u4ef6\u7ba1\u7406\u306b\u306f\u5411\u3044\u3066\u3044\u307e\u3059\u304c\u3001\u6848\u4ef6\u304c\u5897\u3048\u308b\u3068\u7ba1\u7406\u304c\u96e3\u3057\u304f\u306a\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u304c\u80a5\u5927\u5316\u3059\u308b\u3068\u52d5\u4f5c\u304c\u9045\u304f\u306a\u308a\u3001\u60c5\u5831\u3092\u63a2\u3059\u306e\u306b\u6642\u9593\u304c\u304b\u304b\u308b\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002\u6848\u4ef6\u6570\u304c\u5897\u3048\u305f\u5834\u5408\u306f\u3001<strong>SFA\u3084CRM\u30c4\u30fc\u30eb\u306e\u5c0e\u5165\u3092\u691c\u8a0e\u3059\u308b<\/strong>\u306e\u3082\u4e00\u3064\u306e\u65b9\u6cd5\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u6848\u4ef6\u7ba1\u7406\u3092\u52b9\u7387\u5316\u3059\u308b\u306b\u306f\u3001\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u3092\u4fdd\u3061\u3001\u66f4\u65b0\u30eb\u30fc\u30eb\u3084\u30d5\u30a1\u30a4\u30eb\u7ba1\u7406\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u95a2\u6570\u3084\u30d5\u30a3\u30eb\u30bf\u30fc\u3092\u6d3b\u7528\u3057\u3066\u6574\u7406\u3057\u3001\u9069\u5207\u306a\u6a29\u9650\u7ba1\u7406\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u30df\u30b9\u3092\u9632\u304e\u306a\u304c\u3089\u904b\u7528\u306e\u7cbe\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u3089\u308c\u307e\u3059\u3002\u9577\u671f\u7684\u306b\u306f\u3001\u6848\u4ef6\u306e\u5897\u52a0\u306b\u5fdc\u3058\u3066SFA\u3084CRM\u30c4\u30fc\u30eb\u306e\u5c0e\u5165\u3082\u691c\u8a0e\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30c4\u30fc\u30eb\u3067\u7ba1\u7406<\/h2>\n\n\n\n<p>Excel\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306e\u7ba1\u7406\u3082\u5341\u5206\u6709\u52b9\u3067\u3059\u304c\u3001\u3059\u3079\u3066\u306e\u8981\u4ef6\u3092\u6e80\u305f\u305b\u306a\u3044\u5834\u5408\u3082\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u969b\u306f\u3001SFA\u3084CRM\u306a\u3069\u306e\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u306e\u3082\u4e00\u3064\u306e\u65b9\u6cd5\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u306e\u30e1\u30ea\u30c3\u30c8\u3084\u9078\u3073\u65b9\u306e\u30dd\u30a4\u30f3\u30c8\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u3068\u306f<\/h3>\n\n\n\n<p>\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u3068\u306f\u3001<strong>\u55b6\u696d\u3084\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u9032\u6357\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u30b7\u30b9\u30c6\u30e0<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u60c5\u5831\u3084\u5546\u8ac7\u5c65\u6b74\u3001\u30bf\u30b9\u30af\u306e\u671f\u9650\u306a\u3069\u3092\u4e00\u5143\u7ba1\u7406\u3067\u304d\u3001\u629c\u3051\u6f0f\u308c\u9632\u6b62\u3084\u696d\u52d9\u52b9\u7387\u5316\u3001\u30c1\u30fc\u30e0\u9593\u306e\u60c5\u5831\u5171\u6709\u3092\u30b9\u30e0\u30fc\u30ba\u306b\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002SFA\uff08\u55b6\u696d\u652f\u63f4\u30c4\u30fc\u30eb\uff09\u3084CRM\uff08\u9867\u5ba2\u7ba1\u7406\u30c4\u30fc\u30eb\uff09\u306a\u3069\u304c\u4ee3\u8868\u7684\u3067\u3001\u9069\u5207\u306a\u30c4\u30fc\u30eb\u3092\u9078\u3076\u3053\u3068\u3067\u55b6\u696d\u6210\u679c\u306e\u6700\u5927\u5316\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u7121\u6599\u306eSFA\/CRM\u30c4\u30fc\u30eb\u306e\u7279\u5fb4<br>\u6709\u6599\u306eSFA\/CRM\u30c4\u30fc\u30eb\u306e\u7279\u5fb4<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u7121\u6599\u306eSFA\/CRM\u30c4\u30fc\u30eb\u306e\u7279\u5fb4<\/h4>\n\n\n\n<p>\u7121\u6599\u306eSFA\uff08\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3084CRM\uff08\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff09\u306f\u3001\u4e3b\u306b<strong>\u4e2d\u5c0f\u4f01\u696d\u3084\u500b\u4eba\u4e8b\u696d\u4e3b\u304c\u4f4e\u30b3\u30b9\u30c8\u3067\u55b6\u696d\u7ba1\u7406\u3092\u59cb\u3081\u3089\u308c\u308b<\/strong>\u70b9\u304c\u7279\u5fb4\u3067\u3059\u3002<\/p>\n\n\n\n<p><strong>\u30e1\u30ea\u30c3\u30c8<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>\u57fa\u672c\u6a5f\u80fd\u3092\u7121\u6599\u3067\u5229\u7528\u53ef\u80fd<\/strong><br>\u9867\u5ba2\u60c5\u5831\u7ba1\u7406\u3001\u6848\u4ef6\u7ba1\u7406\u3001\u30bf\u30b9\u30af\u7ba1\u7406\u306a\u3069\u306e\u6a5f\u80fd\u304c\u7121\u6599\u3067\u5229\u7528\u3067\u304d\u308b<\/li>\n\n\n\n<li><strong>\u5c0e\u5165\u30b3\u30b9\u30c8\u304c\u4e0d\u8981<\/strong><br>\u521d\u671f\u8cbb\u7528\u3084\u6708\u984d\u8cbb\u7528\u304c\u304b\u304b\u3089\u306a\u3044\u304b\u3089\u8a66\u9a13\u7684\u306b\u904b\u7528\u3067\u304d\u308b<\/li>\n\n\n\n<li><strong>\u624b\u8efd\u306b\u5c0e\u5165\u3067\u304d\u308b<\/strong><br>\u30af\u30e9\u30a6\u30c9\u578b\u304c\u591a\u304f\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u767b\u9332\u3060\u3051\u3067\u5229\u7528\u3067\u304d\u308b<\/li>\n<\/ul>\n\n\n\n<p><strong>\u5236\u9650\u30fb\u30c7\u30e1\u30ea\u30c3\u30c8<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>\u5229\u7528\u3067\u304d\u308b\u6a5f\u80fd\u304c\u9650\u5b9a\u7684<\/strong><br>\u4e00\u90e8\u306e\u9ad8\u5ea6\u306a\u5206\u6790\u6a5f\u80fd\u3084\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306f\u6709\u6599\u30d7\u30e9\u30f3\u9650\u5b9a\u306e\u3053\u3068\u304c\u591a\u3044<\/li>\n\n\n\n<li><strong>\u30e6\u30fc\u30b6\u30fc\u6570\u3084\u30c7\u30fc\u30bf\u91cf\u306b\u5236\u9650<\/strong><br>\u767b\u9332\u53ef\u80fd\u306a\u30e6\u30fc\u30b6\u30fc\u6570\u3084\u30c7\u30fc\u30bf\u4fdd\u5b58\u91cf\u304c\u5236\u9650\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044<\/li>\n\n\n\n<li><strong>\u30b5\u30dd\u30fc\u30c8\u304c\u9650\u5b9a\u7684<\/strong><br>\u554f\u3044\u5408\u308f\u305b\u5bfe\u5fdc\u304c\u306a\u3044\u3082\u3057\u304f\u306f\u9045\u3044\u5834\u5408\u3082\u591a\u3044<\/li>\n<\/ul>\n\n\n\n<p>\u7121\u6599SFA\/CRM\u306f\u3001<strong>\u5c0f\u898f\u6a21\u306a\u55b6\u696d\u7d44\u7e54\u3084\u8a66\u9a13\u5c0e\u5165\u306b\u9069\u3057\u3066\u3044\u308b<\/strong>\u3082\u306e\u306e\u3001\u672c\u683c\u7684\u306a\u904b\u7528\u3067\u306f\u6709\u6599\u30d7\u30e9\u30f3\u3078\u306e\u79fb\u884c\u304c\u5fc5\u8981\u306b\u306a\u308b\u3053\u3068\u304c\u591a\u3044\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u6709\u6599\u306eSFA\/CRM\u30c4\u30fc\u30eb\u306e\u7279\u5fb4<\/h4>\n\n\n\n<p>\u6709\u6599\u306eSFA\uff08\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3084CRM\uff08\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff09\u306f\u3001<strong>\u9ad8\u5ea6\u306a\u6a5f\u80fd\u3068\u67d4\u8edf\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u3092\u5099\u3048\u3001\u55b6\u696d\u6d3b\u52d5\u306e\u52b9\u7387\u5316\u3068\u6210\u7d04\u7387\u5411\u4e0a\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b<\/strong>\u306e\u304c\u7279\u5fb4\u3067\u3059\u3002<\/p>\n\n\n\n<p><strong>\u30e1\u30ea\u30c3\u30c8<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>\u9ad8\u5ea6\u306a\u5206\u6790\u6a5f\u80fd<\/strong><br>\u58f2\u4e0a\u4e88\u6e2c\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u5206\u6790\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306a\u3069\u304c\u53ef\u80fd\u3067\u3001\u30c7\u30fc\u30bf\u30c9\u30ea\u30d6\u30f3\u306a\u55b6\u696d\u6226\u7565\u3092\u7acb\u3066\u3089\u308c\u308b<\/li>\n\n\n\n<li><strong>\u81ea\u52d5\u5316\u6a5f\u80fd\u306e\u5145\u5b9f<\/strong><br>\u6848\u4ef6\u7ba1\u7406\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30e1\u30fc\u30eb\u306e\u81ea\u52d5\u9001\u4fe1\u3001\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306a\u3069\u3001\u696d\u52d9\u52b9\u7387\u5316\u304c\u53ef\u80fd<\/li>\n\n\n\n<li><strong>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u304c\u9ad8\u3044<\/strong><br>\u81ea\u793e\u306e\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u5408\u308f\u305b\u3066\u3001\u9805\u76ee\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u7531\u306b\u8a2d\u5b9a\u3067\u304d\u308b<\/li>\n\n\n\n<li><strong>\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u306e\u7ba1\u7406\u304c\u5bb9\u6613<\/strong><br>\u8907\u6570\u306e\u55b6\u696d\u62c5\u5f53\u8005\u304c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30c7\u30fc\u30bf\u3092\u5171\u6709\u3057\u3001\u6848\u4ef6\u9032\u6357\u3092\u4e00\u5143\u7ba1\u7406\u3067\u304d\u308b<\/li>\n\n\n\n<li><strong>\u30b5\u30dd\u30fc\u30c8\u4f53\u5236\u304c\u5145\u5b9f<\/strong><br>\u5c0e\u5165\u652f\u63f4\u3084\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u5c02\u7528\u306e\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u304c\u53d7\u3051\u3089\u308c\u308b<\/li>\n<\/ul>\n\n\n\n<p><strong>\u30c7\u30e1\u30ea\u30c3\u30c8\u30fb\u6ce8\u610f\u70b9<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b<\/strong><br>\u30e6\u30fc\u30b6\u30fc\u6570\u306b\u5fdc\u3058\u305f\u6708\u984d\u6599\u91d1\u304c\u767a\u751f\u3057\u3001\u6a5f\u80fd\u8ffd\u52a0\u3054\u3068\u306b\u8ffd\u52a0\u8cbb\u7528\u304c\u5fc5\u8981\u306a\u5834\u5408\u304c\u3042\u308b<\/li>\n\n\n\n<li><strong>\u5c0e\u5165\u30fb\u904b\u7528\u306b\u6642\u9593\u304c\u304b\u304b\u308b<\/strong><br>\u9ad8\u5ea6\u306a\u6a5f\u80fd\u3092\u6d3b\u7528\u3059\u308b\u306b\u306f\u3001\u5c0e\u5165\u6642\u306e\u8a2d\u5b9a\u3084\u793e\u5185\u6559\u80b2\u304c\u5fc5\u8981<\/li>\n\n\n\n<li><strong>\u30aa\u30fc\u30d0\u30fc\u30b9\u30da\u30c3\u30af\u306e\u53ef\u80fd\u6027<\/strong><br>\u4e2d\u5c0f\u4f01\u696d\u3084\u5358\u7d14\u306a\u55b6\u696d\u30d5\u30ed\u30fc\u306e\u4f01\u696d\u3067\u306f\u3001\u4e00\u90e8\u6a5f\u80fd\u3092\u6d3b\u7528\u3057\u304d\u308c\u305a\u3001\u30b3\u30b9\u30c8\u306b\u898b\u5408\u308f\u306a\u3044\u5834\u5408\u3082<\/li>\n<\/ul>\n\n\n\n<p>\u6709\u6599SFA\/CRM\u30c4\u30fc\u30eb\u306f\u3001<strong>\u672c\u683c\u7684\u306a\u55b6\u696d\u7d44\u7e54\u306e\u7ba1\u7406\u3084\u3001\u5927\u898f\u6a21\u306a\u55b6\u696d\u30c7\u30fc\u30bf\u306e\u6d3b\u7528\u3092\u8003\u3048\u308b\u4f01\u696d\u306b\u9069\u3057\u3066\u3044\u308b<\/strong>\u3068\u8a00\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5177\u4f53\u7684\u306a\u7ba1\u7406\u65b9\u6cd5<\/h3>\n\n\n\n<p>SFA\u3084CRM\u306a\u3069\u306e\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u60c5\u5831\u306e\u4e00\u5143\u7ba1\u7406\u3084\u696d\u52d9\u306e\u52b9\u7387\u5316\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3057\u305f\u52b9\u679c\u7684\u306a\u7ba1\u7406\u65b9\u6cd5\u306b\u3064\u3044\u3066\u5177\u4f53\u7684\u306b\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>1\uff5c\u6848\u4ef6\u60c5\u5831\u306e\u4e00\u5143\u7ba1\u7406<br>2-1\uff5c\u6848\u4ef6\u306e\u9032\u6357\u72b6\u6cc1\u3092\u30b9\u30c6\u30fc\u30b8\u3054\u3068\u306b\u7ba1\u7406<br>2-2\uff5c\u30bf\u30b9\u30af\u3068\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306e\u7ba1\u7406<br>3-1\uff5c\u6848\u4ef6\u3054\u3068\u306e\u58f2\u4e0a\u4e88\u6e2c\u3068\u5206\u6790<br>3-2\uff5c\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5c65\u6b74\u7ba1\u7406<br>3-3\uff5c\u30ec\u30dd\u30fc\u30c8\u30fbKPI\u306e\u81ea\u52d5\u96c6\u8a08<br>4\uff5c\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u6d3b\u7528\u3067\u696d\u52d9\u3092\u6a19\u6e96\u5316<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">1\uff5c\u6848\u4ef6\u60c5\u5831\u306e\u4e00\u5143\u7ba1\u7406<\/h4>\n\n\n\n<p>\u6848\u4ef6\u60c5\u5831\u3092\u30c4\u30fc\u30eb\u306b\u96c6\u7d04\u3059\u308b\u3053\u3068\u3067\u3001\u95a2\u4fc2\u8005\u304c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u72b6\u6cc1\u3092\u628a\u63e1\u3067\u304d\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u696d\u52d9\u9042\u884c\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<ul>\n<li><strong>\u9867\u5ba2\u60c5\u5831\u30fb\u904e\u53bb\u306e\u5546\u8ac7\u5c65\u6b74\u3092\u7d71\u5408<\/strong><br>\u6848\u4ef6\u3054\u3068\u306b\u9867\u5ba2\u60c5\u5831\u3084\u904e\u53bb\u306e\u5546\u8ac7\u5185\u5bb9\u3092\u767b\u9332\u3057\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u5171\u6709<\/li>\n\n\n\n<li><strong>\u691c\u7d22\u30fb\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0\u6a5f\u80fd\u306e\u6d3b\u7528<\/strong><br>\u6848\u4ef6\u306e\u9032\u6357\u3084\u62c5\u5f53\u8005\u5225\u306b\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0\u3057\u3001\u5fc5\u8981\u306a\u60c5\u5831\u3092\u5373\u5ea7\u306b\u78ba\u8a8d<\/li>\n\n\n\n<li><strong>\u6a29\u9650\u7ba1\u7406\u306e\u8a2d\u5b9a<\/strong><br>\u95b2\u89a7\u30fb\u7de8\u96c6\u6a29\u9650\u3092\u9069\u5207\u306b\u8a2d\u5b9a\u3057\u3001\u8aa4\u64cd\u4f5c\u3084\u60c5\u5831\u6f0f\u6d29\u3092\u9632\u6b62<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\">2-1\uff5c\u6848\u4ef6\u306e\u9032\u6357\u72b6\u6cc1\u3092\u30b9\u30c6\u30fc\u30b8\u3054\u3068\u306b\u7ba1\u7406<\/h4>\n\n\n\n<p>\u6848\u4ef6\u306e\u9032\u6357\u3092\u30d5\u30a7\u30fc\u30ba\u3054\u3068\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7279\u5b9a\u3057\u3001\u9069\u5207\u306a\u5bfe\u5fdc\u3092\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<ul>\n<li><strong>\u6a19\u6e96\u5316\u3055\u308c\u305f\u30b9\u30c6\u30fc\u30b8\u306e\u8a2d\u5b9a<\/strong><br>\u300c\u30a2\u30d7\u30ed\u30fc\u30c1\u4e2d\u300d\u300c\u63d0\u6848\u4e2d\u300d\u300c\u53d7\u6ce8\u300d\u300c\u5931\u6ce8\u300d\u306a\u3069\u306e\u30b9\u30c6\u30fc\u30b8\u3092\u7d71\u4e00<\/li>\n\n\n\n<li><strong>\u30c9\u30e9\u30c3\u30b0\uff06\u30c9\u30ed\u30c3\u30d7\u3067\u66f4\u65b0<\/strong><br>\u6848\u4ef6\u306e\u30d5\u30a7\u30fc\u30ba\u5909\u66f4\u3092\u76f4\u611f\u7684\u306b\u884c\u3048\u308b\u30c4\u30fc\u30eb\u3092\u6d3b\u7528<\/li>\n\n\n\n<li><strong>\u901a\u77e5\u6a5f\u80fd\u306e\u6d3b\u7528<\/strong><br>\u4e00\u5b9a\u671f\u9593\u66f4\u65b0\u3055\u308c\u3066\u3044\u306a\u3044\u6848\u4ef6\u306b\u30a2\u30e9\u30fc\u30c8\u3092\u8a2d\u5b9a\u3057\u3001\u30d5\u30a9\u30ed\u30fc\u6f0f\u308c\u3092\u9632\u6b62\u3002<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\">2-2\uff5c\u30bf\u30b9\u30af\u3068\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306e\u7ba1\u7406<\/h4>\n\n\n\n<p>\u6848\u4ef6\u3054\u3068\u306e\u30bf\u30b9\u30af\u3092\u660e\u78ba\u306b\u3057\u3001\u9069\u5207\u306a\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u7ba1\u7406\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u696d\u52d9\u306e\u629c\u3051\u6f0f\u308c\u3092\u9632\u304e\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<ul>\n<li><strong>To-Do\u30ea\u30b9\u30c8\u306e\u6d3b\u7528<\/strong>\u5404\u6848\u4ef6\u306b\u95a2\u9023\u3059\u308b\u30bf\u30b9\u30af\u3092\u767b\u9332\u3057\u3001\u671f\u9650\u3092\u8a2d\u5b9a<\/li>\n\n\n\n<li><strong>\u30ab\u30ec\u30f3\u30c0\u30fc\u9023\u643a<\/strong>\u55b6\u696d\u6d3b\u52d5\u3068\u4f1a\u8b70\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u4e00\u5143\u7ba1\u7406<\/li>\n\n\n\n<li><strong>\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u6a5f\u80fd\u306e\u8a2d\u5b9a<\/strong>\u91cd\u8981\u306a\u5546\u8ac7\u3084\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306e\u901a\u77e5\u3092\u81ea\u52d5\u5316<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\">3-1\uff5c\u6848\u4ef6\u3054\u3068\u306e\u58f2\u4e0a\u4e88\u6e2c\u3068\u5206\u6790<\/h4>\n\n\n\n<p>\u6848\u4ef6\u306e\u9032\u6357\u72b6\u6cc1\u3068\u904e\u53bb\u306e\u30c7\u30fc\u30bf\u3092\u3082\u3068\u306b\u3001\u58f2\u4e0a\u4e88\u6e2c\u3092\u7acb\u3066\u3001\u6226\u7565\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<ul>\n<li><strong>\u53d7\u6ce8\u78ba\u5ea6\u306e\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/strong>\u6848\u4ef6\u306e\u78ba\u5ea6\u3092\u300c\u9ad8\u30fb\u4e2d\u30fb\u4f4e\u300d\u306a\u3069\u6570\u5024\u5316\u3057\u3001\u58f2\u4e0a\u898b\u8fbc\u307f\u3092\u7b97\u51fa<\/li>\n\n\n\n<li><strong>\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u5206\u6790<\/strong>\u8996\u899a\u7684\u306a\u30b0\u30e9\u30d5\u3084\u30ec\u30dd\u30fc\u30c8\u3067\u58f2\u4e0a\u306e\u9032\u6357\u3092\u78ba\u8a8d<\/li>\n\n\n\n<li><strong>AI\u4e88\u6e2c\u6a5f\u80fd\u306e\u6d3b\u7528<\/strong>\u904e\u53bb\u306e\u30c7\u30fc\u30bf\u3092\u3082\u3068\u306b\u3001\u4eca\u5f8c\u306e\u58f2\u4e0a\u3092\u4e88\u6e2c<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\">3-2\uff5c\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5c65\u6b74\u7ba1\u7406<\/h4>\n\n\n\n<p>\u904e\u53bb\u306e<strong>\u30e1\u30fc\u30eb\u3084\u5546\u8ac7\u5185\u5bb9\u3001\u63d0\u6848\u8cc7\u6599\u306a\u3069\u3092\u4e00\u5143\u7ba1\u7406<\/strong>\u3067\u304d\u308b\u305f\u3081\u3001\u5bfe\u5fdc\u5c65\u6b74\u3092\u3059\u3050\u306b\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u53ef\u8996\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306e\u7cbe\u5ea6\u304c\u5411\u4e0a\u3057\u3001<strong>\u55b6\u696d\u62c5\u5f53\u8005\u304c\u5909\u308f\u3063\u3066\u3082\u30b9\u30e0\u30fc\u30ba\u306b\u5f15\u304d\u7d99\u3052\u307e\u3059<\/strong>\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<ul>\n<li><strong>\u30e1\u30fc\u30eb\u30fb\u96fb\u8a71\u5c65\u6b74\u306e\u81ea\u52d5\u4fdd\u5b58<\/strong><br>\u30c4\u30fc\u30eb\u3068\u9023\u643a\u3057\u3001\u904e\u53bb\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u84c4\u7a4d<\/li>\n\n\n\n<li><strong>\u30b3\u30e1\u30f3\u30c8\u6a5f\u80fd\u306e\u6d3b\u7528<\/strong><br>\u6848\u4ef6\u3054\u3068\u306b\u30c1\u30fc\u30e0\u5185\u3067\u30e1\u30e2\u3084\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u8a18\u9332<\/li>\n\n\n\n<li><strong>\u30c1\u30e3\u30c3\u30c8\u9023\u643a<\/strong><br>Slack\u3084Teams\u306a\u3069\u3068\u9023\u643a\u3057\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u60c5\u5831\u5171\u6709<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\">3-3\uff5c\u30ec\u30dd\u30fc\u30c8\u30fbKPI\u306e\u81ea\u52d5\u96c6\u8a08<\/h4>\n\n\n\n<p>\u30c4\u30fc\u30eb\u306b\u306f<strong>\u55b6\u696d\u6210\u679c\u3084KPI\u3092\u81ea\u52d5\u3067\u96c6\u8a08\u30fb\u53ef\u8996\u5316\u3059\u308b\u6a5f\u80fd<\/strong>\u304c\u5099\u308f\u3063\u3066\u3044\u308b\u305f\u3081\u3001\u624b\u4f5c\u696d\u3067\u306e\u96c6\u8a08\u306e\u624b\u9593\u3092\u524a\u6e1b\u3067\u304d\u307e\u3059\u3002\u55b6\u696d\u30c1\u30fc\u30e0\u306e\u9032\u6357\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u78ba\u8a8d\u3067\u304d\u3001\u30c7\u30fc\u30bf\u3092\u3082\u3068\u306b\u6539\u5584\u7b56\u3092\u691c\u8a0e\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>KPI\u9805\u76ee<\/th><th>\u76ee\u6a19\u5024<\/th><th>\u5b9f\u7e3e<\/th><th>\u8ab2\u984c<\/th><th>\u6539\u5584\u7b56<\/th><\/tr><\/thead><tbody><tr><td>\u5546\u8ac7\u6570<\/td><td>20\u4ef6\/\u6708<\/td><td>15\u4ef6<\/td><td>\u30a2\u30dd\u7372\u5f97\u7387\u304c\u4f4e\u3044<\/td><td>\u30ea\u30fc\u30c9\u7372\u5f97\u65bd\u7b56\u306e\u5f37\u5316<\/td><\/tr><tr><td>\u6210\u7d04\u7387<\/td><td>30%<\/td><td>20%<\/td><td>\u63d0\u6848\u306e\u9b45\u529b\u304c\u7af6\u5408\u306b\u52a3\u308b<\/td><td>\u30e6\u30fc\u30b6\u30fc\u4e8b\u4f8b\u3092\u4ea4\u3048\u305f\u63d0\u6848\u3092\u5897\u3084\u3059<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u3092\u6d3b\u7528\u3057\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u306e\u30c7\u30fc\u30bf\u78ba\u8a8d\u3092\u5b9f\u65bd\u3057\u307e\u3057\u3087\u3046\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">4\uff5c\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u6d3b\u7528\u3067\u696d\u52d9\u3092\u6a19\u6e96\u5316<\/h4>\n\n\n\n<p>\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u3067\u306f\u3001<strong>\u55b6\u696d\u8cc7\u6599\u3084\u63d0\u6848\u66f8\u3001\u30e1\u30fc\u30eb\u306a\u3069\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u767b\u9332\u3057\u3001\u7d71\u4e00\u5316<\/strong>\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001<strong>\u5bfe\u5fdc\u306e\u3070\u3089\u3064\u304d\u3092\u9632\u304e\u3001\u5c5e\u4eba\u5316\u3092\u89e3\u6d88<\/strong>\u3067\u304d\u307e\u3059\u3002\u7279\u306b\u3001SFA\/CRM\u306b\u306f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u6a5f\u80fd\u304c\u6a19\u6e96\u642d\u8f09\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u304c\u591a\u304f\u3001\u696d\u52d9\u306e\u6a19\u6e96\u5316\u3092\u63a8\u9032\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<ul>\n<li><strong>\u6848\u4ef6\u7ba1\u7406\u30b7\u30fc\u30c8\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u4f5c\u6210<\/strong><\/li>\n\n\n\n<li><strong>\u632f\u308a\u8fd4\u308a\u30b7\u30fc\u30c8\u3092\u6d3b\u7528\u3057\u3001\u6210\u529f\u30fb\u5931\u6557\u8981\u56e0\u3092\u6574\u7406<\/strong><\/li>\n\n\n\n<li><strong>KPI\u5206\u6790\u3092\u5b9a\u4f8b\u4f1a\u8b70\u3067\u5171\u6709\u3057\u3001\u6539\u5584\u7b56\u3092\u6c7a\u5b9a<\/strong><\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p><strong>\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u696d\u52d9\u306e\u5c5e\u4eba\u5316\u3092\u9632\u304e\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u6848\u4ef6\u7ba1\u7406\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p>\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001<strong>\u60c5\u5831\u306e\u4e00\u5143\u7ba1\u7406\u3001\u9032\u6357\u306e\u53ef\u8996\u5316\u3001\u58f2\u4e0a\u4e88\u6e2c\u3001\u30bf\u30b9\u30af\u7ba1\u7406\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u306e\u84c4\u7a4d\u304c\u53ef\u80fd<\/strong>\u306b\u306a\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001KPI\u306e\u81ea\u52d5\u96c6\u8a08\u3084\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u6d3b\u7528\u306b\u3088\u308a\u3001\u696d\u52d9\u306e\u52b9\u7387\u5316\u3068\u6a19\u6e96\u5316\u3092\u5b9f\u73fe\u3067\u304d\u307e\u3059\u3002\u55b6\u696d\u6d3b\u52d5\u306e\u7cbe\u5ea6\u3092\u9ad8\u3081\u3001\u6210\u7d04\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306b\u3001\u9069\u5207\u306a\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u30fb\u6d3b\u7528\u3057\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7ba1\u7406\u6642\u306e\u6ce8\u610f\u70b9<\/h3>\n\n\n\n<p>\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001<strong>\u60c5\u5831\u306e\u4e00\u5143\u7ba1\u7406\u3001\u9032\u6357\u306e\u53ef\u8996\u5316\u3001\u696d\u52d9\u52b9\u7387\u5316<\/strong>\u306a\u3069\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u5f97\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u3001\u9069\u5207\u306b\u904b\u7528\u3057\u306a\u3051\u308c\u3070\u3001\u304b\u3048\u3063\u3066\u7ba1\u7406\u304c\u7169\u96d1\u306b\u306a\u308a\u3001\u30c4\u30fc\u30eb\u306e\u6d3b\u7528\u304c\u5b9a\u7740\u3057\u306a\u3044\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u6848\u4ef6\u7ba1\u7406\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u969b\u306b\u6ce8\u610f\u3059\u3079\u304d\u30dd\u30a4\u30f3\u30c8\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>1. 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\u5b9a\u671f\u7684\u306a\u30c7\u30fc\u30bf\u66f4\u65b0\u3092\u5fb9\u5e95\u3059\u308b<\/strong><\/p>\n\n\n\n<p>\u6848\u4ef6\u306e\u9032\u6357\u3084\u5bfe\u5fdc\u5c65\u6b74\u304c\u53e4\u3044\u307e\u307e\u3060\u3068\u3001<strong>\u5b9f\u614b\u3068\u7570\u306a\u308b\u60c5\u5831\u306b\u57fa\u3065\u3044\u3066\u5224\u65ad\u3059\u308b\u30ea\u30b9\u30af<\/strong>\u304c\u3042\u308a\u307e\u3059\u3002\u7279\u306b\u3001\u5546\u8ac7\u306e\u7d50\u679c\u3084\u6b21\u56de\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u304c\u53cd\u6620\u3055\u308c\u3066\u3044\u306a\u3044\u3068\u3001\u30c1\u30fc\u30e0\u5185\u306e\u9023\u643a\u304c\u3046\u307e\u304f\u53d6\u308c\u305a\u3001\u55b6\u696d\u6a5f\u4f1a\u3092\u9003\u3057\u3066\u3057\u307e\u3046\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>\u5bfe\u7b56:<\/strong><\/p>\n\n\n\n<ul>\n<li>\u9032\u6357\u66f4\u65b0\u3092\u5b9a\u671f\u7684\u306b\u884c\u3046\uff08\u4f8b\uff1a\u90311\u56de\u306e\u60c5\u5831\u66f4\u65b0\u3092\u30eb\u30fc\u30eb\u5316\uff09<\/li>\n\n\n\n<li>\u30bf\u30b9\u30af\u5b8c\u4e86\u5f8c\u3059\u3050\u306b\u5bfe\u5fdc\u5c65\u6b74\u3092\u8a18\u9332\u3059\u308b<\/li>\n\n\n\n<li>\u66f4\u65b0\u304c\u6ede\u3063\u3066\u3044\u308b\u6848\u4ef6\u306b\u30a2\u30e9\u30fc\u30c8\u3092\u51fa\u3059\u6a5f\u80fd\u3092\u6d3b\u7528\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p><strong>3. \u6a29\u9650\u8a2d\u5b9a\u3092\u9069\u5207\u306b\u7ba1\u7406\u3059\u308b<\/strong><\/p>\n\n\n\n<p>\u30c4\u30fc\u30eb\u306b\u3088\u3063\u3066\u306f\u3001\u8ab0\u3067\u3082\u30c7\u30fc\u30bf\u3092\u7de8\u96c6\u3067\u304d\u308b\u72b6\u614b\u3060\u3068\u3001<strong>\u8aa4\u64cd\u4f5c\u3084\u60c5\u5831\u6f0f\u6d29\u306e\u30ea\u30b9\u30af<\/strong>\u304c\u3042\u308a\u307e\u3059\u3002\u4e00\u65b9\u3067\u3001\u6a29\u9650\u3092\u53b3\u3057\u304f\u3057\u3059\u304e\u308b\u3068\u3001\u5fc5\u8981\u306a\u60c5\u5831\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u5171\u6709\u3067\u304d\u306a\u3044\u554f\u984c\u3082\u767a\u751f\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>\u5bfe\u7b56:<\/strong><\/p>\n\n\n\n<ul>\n<li>\u55b6\u696d\u62c5\u5f53\u8005\u3001\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u7ba1\u7406\u8005\u306a\u3069\u306e<strong>\u6a29\u9650\u30ec\u30d9\u30eb\u3092\u660e\u78ba\u306b\u8a2d\u5b9a<\/strong>\u3059\u308b<\/li>\n\n\n\n<li>\u95b2\u89a7\u306e\u307f\u3001\u7de8\u96c6\u53ef\u3001\u524a\u9664\u53ef\u306a\u3069\u306e\u5236\u9650\u3092\u9069\u7528\u3059\u308b<\/li>\n\n\n\n<li>\u91cd\u8981\u30c7\u30fc\u30bf\u306e\u7de8\u96c6\u5c65\u6b74\u3092\u8a18\u9332\u3057\u3001\u4e0d\u6b63\u306a\u5909\u66f4\u3092\u9632\u3050<\/li>\n<\/ul>\n\n\n\n<p><strong>4. 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