{"id":24566,"date":"2026-09-24T09:06:37","date_gmt":"2026-09-24T00:06:37","guid":{"rendered":"https:\/\/www.e-sales.jp\/eigyo-labo\/?p=24566"},"modified":"2026-09-24T09:06:39","modified_gmt":"2026-09-24T00:06:39","slug":"crm-daily-report","status":"publish","type":"post","link":"https:\/\/www.e-sales.jp\/eigyo-labo\/crm-daily-report-24566","title":{"rendered":"\u65e5\u5831\u6a5f\u80fd\u4ed8\u304dCRM\u306e\u30e1\u30ea\u30c3\u30c8\u3084\u9078\u3073\u65b9\u306f\uff1f\u5916\u56de\u308a\u3084\u8a2a\u554f\u55b6\u696d\u3092\u52b9\u7387\u5316\u3057\u3088\u3046"},"content":{"rendered":"\n<p>CRM\u306f\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306b\u4f7f\u3046\u30c4\u30fc\u30eb\u3067\u3059\u304c\u3001\u65e5\u5831\u6a5f\u80fd\u304c\u4ed8\u3044\u3066\u304a\u308a\u3001\u5916\u56de\u308a\u3084\u8a2a\u554f\u55b6\u696d\u3068\u3044\u3063\u305f\u55b6\u696d\u6d3b\u52d5\u306e\u52b9\u7387\u5316\u306b\u5f79\u7acb\u3064\u3082\u306e\u3082\u3042\u308a\u307e\u3059\u3002\u65e5\u5831\u6a5f\u80fd\u4ed8\u304dCRM\u3067\u3042\u308c\u3070\u3001\u51fa\u5148\u304b\u3089\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3067\u6d3b\u52d5\u5185\u5bb9\u3092\u767b\u9332\u3057\u305f\u308a\u3001\u9867\u5ba2\u60c5\u5831\u3068\u5546\u8ac7\u5c65\u6b74\u3092\u7d10\u3065\u3051\u305f\u308a\u3067\u304d\u308b\u305f\u3081\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3068\u306f\u3044\u3048\u3001CRM\u306f\u6570\u304c\u591a\u3044\u305f\u3081\u3001\u4f55\u3092\u9078\u3079\u3070\u3044\u3044\u306e\u304b\u304a\u60a9\u307f\u306e\u62c5\u5f53\u8005\u3082\u3044\u308b\u3067\u3057\u3087\u3046\u3002\u305d\u3053\u3067\u672c\u8a18\u4e8b\u3067\u306f\u3001\u65e5\u5831\u6a5f\u80fd\u4ed8\u304dCRM\u306e\u304a\u3059\u3059\u3081\u88fd\u54c1\u3084\u5c0e\u5165\u30e1\u30ea\u30c3\u30c8\u30fb\u30c7\u30e1\u30ea\u30c3\u30c8\u3001\u9078\u3073\u65b9\u306a\u3069\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<div id=\"toc_container\" class=\"toc_light_blue no_bullets\"><p class=\"toc_title\">\u3053\u306e\u30da\u30fc\u30b8\u306e\u30b3\u30f3\u30c6\u30f3\u30c4<\/p><ul class=\"toc_list\"><li><a href=\"#CRM5\">\u65e5\u5831\u6a5f\u80fd\u4ed8\u304d\u306eCRM5\u9078<\/a><\/li><li><a href=\"#CRM\">\u5916\u56de\u308a\u3084\u8a2a\u554f\u55b6\u696d\u5411\u3051\u306eCRM\u306f\u65e5\u5831\u6a5f\u80fd\u4ed8\u304d\u306e\u3082\u306e\u3092\u9078\u307c\u3046<\/a><\/li><li><a href=\"#CRM-2\">\u65e5\u5831\u6a5f\u80fd\u4ed8\u304d\u306eCRM\u3092\u9078\u3076\u30e1\u30ea\u30c3\u30c8<\/a><\/li><li><a href=\"#CRM-3\">\u65e5\u5831\u6a5f\u80fd\u4ed8\u304d\u306eCRM\u3092\u9078\u3076\u30c7\u30e1\u30ea\u30c3\u30c8<\/a><\/li><li><a href=\"#CRM-4\">\u65e5\u5831\u6a5f\u80fd\u4ed8\u304d\u306eCRM\u306e\u9078\u3073\u65b9<\/a><\/li><li><a href=\"#CRM-5\">\u55b6\u696d\u6d3b\u52d5\u3092\u52b9\u7387\u5316\u3059\u308b\u56fd\u7523CRM<\/a><\/li><li><a href=\"#i\">\u307e\u3068\u3081<\/a><\/li><\/ul><\/div>\n<h2 class=\"wp-block-heading\"><span id=\"CRM5\">\u65e5\u5831\u6a5f\u80fd\u4ed8\u304d\u306eCRM5\u9078<\/span><\/h2>\n\n\n\n<p>\u65e5\u5831\u6a5f\u80fd\u3092\u5099\u3048\u305fCRM\u3084\u3001\u55b6\u696d\u6d3b\u52d5\u306e\u8a18\u9332\u3092\u65e5\u5831\u3068\u3057\u3066\u6d3b\u7528\u3067\u304d\u308b\u88fd\u54c1\u306b\u306f\u3055\u307e\u3056\u307e\u306a\u3082\u306e\u304c\u3042\u308a\u3001\u305d\u308c\u305e\u308c\u7279\u5fb4\u304c\u7570\u306a\u308a\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u65e5\u5831\u306e\u4f5c\u6210\u3084\u6d3b\u52d5\u5831\u544a\u306e\u52b9\u7387\u5316\u306b\u5f79\u7acb\u3064CRM\u30fb\u55b6\u696d\u652f\u63f4\u30c4\u30fc\u30eb\u30925\u3064\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>esm(e\u30bb\u30fc\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc)<\/li><li>Mazrica Sales<\/li><li>GENIEE SFA\/CRM<\/li><li>UPWARD<\/li><li>Zoho CRM<\/li><\/ul>\n\n\n\n<p>\u3044\u305a\u308c\u3082\u3001\u65e5\u5831\u4f5c\u6210\u306e\u6642\u9593\u77ed\u7e2e\u3084\u55b6\u696d\u6d3b\u52d5\u306e\u7ba1\u7406\u306b\u5f79\u7acb\u3064\u88fd\u54c1\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">esm(e\u30bb\u30fc\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc)<\/h3>\n\n\n\n<p>esm(e\u30bb\u30fc\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc)\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u652f\u63f4\u304b\u3089\u9867\u5ba2\u7ba1\u7406\u30fb\u55b6\u696d\u652f\u63f4\u3001\u30a2\u30d5\u30bf\u30fc\u30b5\u30fc\u30d3\u30b9\u307e\u3067\u3092\u4e00\u5143\u7ba1\u7406\u3067\u304d\u308b\u56fd\u7523\u306eCRM\/SFA\u3067\u3059\u3002\u30c7\u30d0\u30a4\u30b9\u3092\u554f\u308f\u305a\u3001\u30ab\u30ec\u30f3\u30c0\u30fc\u3084\u5730\u56f3\u4e0a\u304b\u3089\u6d3b\u52d5\u3092\u767b\u9332\u3067\u304d\u308b\u65e5\u5831\u7ba1\u7406\u6a5f\u80fd\u304c\u5099\u308f\u3063\u3066\u304a\u308a\u3001\u6d3b\u52d5\u5185\u5bb9\u3092\u30b9\u30e0\u30fc\u30ba\u306b\u767b\u9332\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table>\n<tbody>\n<tr>\n<th>\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/th>\n<\/tr>\n<tr>\n<td>\u30fb6,000\u793e\u8d85\u306e\u5c0e\u5165\u5b9f\u7e3e\u55b6\u696d<br>\n\u30fb\u6d3b\u52d5\u3092\u53ef\u8996\u5316\u3057\u3001\u30c7\u30fc\u30bf\u3068\u3057\u3066\u84c4\u7a4d\u3067\u304d\u308b\u30b7\u30b9\u30c6\u30e0<br>\n\u30fb\u5229\u7528\u8005\u306e93.8\uff05\u304c\u7d76\u8cdb\u3059\u308b\u624b\u539a\u3044\u30b5\u30dd\u30fc\u30c8\u30b5\u30fc\u30d3\u30b9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p>\u516c\u5f0fHP\uff1a<a href=\"https:\/\/www.e-sales.jp\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.e-sales.jp\/<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mazrica Sales<\/h3>\n\n\n\n<p>Mazrica Sales\u306f\u3001\u898b\u3084\u3059\u3055\u3068\u64cd\u4f5c\u6027\u306b\u512a\u308c\u305f\u56fd\u7523CRM\u3067\u3059\u3002\u5927\u304d\u306a\u7279\u5fb4\u306f\u30ab\u30f3\u30d0\u30f3\u65b9\u5f0f\u3068\u547c\u3070\u308c\u308b\u30b9\u30bf\u30a4\u30eb\u3067\u3001\u6848\u4ef6\u60c5\u5831\u3092\u30ab\u30fc\u30c9\u5316\u3057\u3066\u8868\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u6848\u4ef6\u30ab\u30fc\u30c9\u306f\u30c9\u30e9\u30c3\u30b0\uff06\u30c9\u30ed\u30c3\u30d7\u3067\u4f4d\u7f6e\u3092\u5909\u3048\u3089\u308c\u308b\u305f\u3081\u3001\u55b6\u696d\u6d3b\u52d5\u306e\u9032\u6357\u3092\u8996\u899a\u7684\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002\u9762\u8ac7\u3084\u30e1\u30fc\u30eb\u3001\u96fb\u8a71\u3068\u3044\u3063\u305f\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u6848\u4ef6\u306b\u7d10\u3065\u3051\u3066\u767b\u9332\u3059\u308c\u3070\u3001\u65e5\u5831\u3068\u3057\u3066\u6d3b\u7528\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table>\n<tbody>\n<tr>\n<th>\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/th>\n<\/tr>\n<tr>\n<td>\u30fb\u30ab\u30f3\u30d0\u30f3\u65b9\u5f0f\u3067\u6848\u4ef6\u306e\u9032\u6357\u3092\u898b\u3048\u308b\u5316<br>\n\u30fb240\u4e07\u793e\u4ee5\u4e0a\u306e\u4f01\u696d\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3092\u642d\u8f09<br>\n\u30fb\u5c02\u7528\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u3067\u51fa\u5148\u304b\u3089\u3082\u7c21\u5358\u306b\u767b\u9332<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p>\u516c\u5f0fHP\uff1a<a href=\"https:\/\/mazrica.com\/product\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/mazrica.com\/product\/<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">GENIEE SFA\/CRM<\/h3>\n\n\n\n<p>GENIEE SFA\/CRM\u306f\u3001\u5165\u529b\u30bc\u30ed\u3092\u76ee\u6307\u305b\u308bSFA\/CRM\u3067\u3059\u3002\u30d7\u30e9\u30f3\u306b\u3088\u3063\u3066\u306f\u3001AI\u304c\u5bfe\u9762\u5546\u8ac7\u3092\u6587\u5b57\u8d77\u3053\u3057\u3057\u3066\u5185\u5bb9\u3092\u767b\u9332\u3057\u3001\u81ea\u52d5\u3067\u65e5\u5831\u3092\u4f5c\u6210\u3067\u304d\u308b\u305f\u3081\u3001\u5f93\u696d\u54e1\u306e\u5165\u529b\u306e\u624b\u9593\u3092\u6e1b\u3089\u305b\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3067\u540d\u523a\u3092\u64ae\u5f71\u3059\u308c\u3070\u3001\u305d\u306e\u307e\u307e\u9867\u5ba2\u60c5\u5831\u3092\u8aad\u307f\u53d6\u3063\u3066\u30c7\u30fc\u30bf\u5316\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table>\n<tbody>\n<tr>\n<th>\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/th>\n<\/tr>\n<tr>\n<td>\u30fbAI\u6d3b\u7528\u3067\u5165\u529b\u306e\u624b\u9593\u3092\u524a\u6e1b<br>\n\u30fb\u9023\u643a\u3067\u304d\u308b\u5916\u90e8\u30c4\u30fc\u30eb\u304c\u8c4a\u5bcc<br>\n\u30fb1\u3064\u306e\u753b\u9762\u306b\u5fc5\u8981\u306a\u60c5\u5831\u3092\u96c6\u7d04<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p>\u516c\u5f0fHP\uff1a<a href=\"https:\/\/chikyu.net\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/chikyu.net\/<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">UPWARD<\/h3>\n\n\n\n<p>UPWARD\u306f\u3001\u30d5\u30a3\u30fc\u30eb\u30c9\u30bb\u30fc\u30eb\u30b9\u3067\u306e\u6d3b\u7528\u3092\u524d\u63d0\u3068\u3057\u305fCRM\u3067\u3059\u3002\u4f4d\u7f6e\u60c5\u5831\u3092\u6d3b\u7528\u3057\u3066\u8a2a\u554f\u5148\u3067\u306e\u6ede\u5728\u3092\u81ea\u52d5\u3067\u691c\u77e5\u3057\u3001\u6d3b\u52d5\u30c7\u30fc\u30bf\u3092\u84c4\u7a4d\u3067\u304d\u308b\u307b\u304b\u3001\u5546\u8ac7\u306e\u5185\u5bb9\u304b\u3089AI\u304c\u81ea\u52d5\u3067\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u307e\u305f\u3001\u540d\u523a\u3084\u624b\u66f8\u304d\u306e\u7533\u8fbc\u66f8\u306a\u3069\u3092\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3067\u30b9\u30ad\u30e3\u30f3\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u3068\u3057\u3066\u767b\u9332\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table>\n<tbody>\n<tr>\n<th>\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/th>\n<\/tr>\n<tr>\n<td>\u30fb\u8b70\u4e8b\u9332\u306e\u81ea\u52d5\u751f\u6210\u3001\u97f3\u58f0\u5165\u529b\u3001\u540d\u523a\u30b9\u30ad\u30e3\u30f3\u3001\u901a\u8a71\u8a18\u9332\u306a\u3069\u5165\u529b\u306e\u624b\u9593\u3092\u6e1b\u3089\u3059\u6a5f\u80fd\u304c\u5145\u5b9f<br>\n\u30fb\u767b\u9332\u3055\u308c\u305f\u60c5\u5831\u306f\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3084\u30ec\u30dd\u30fc\u30c8\u306b\u81ea\u52d5\u3067\u53cd\u6620<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p>\u516c\u5f0fHP\uff1a<a href=\"https:\/\/upward.jp\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/upward.jp\/<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Zoho CRM<\/h3>\n\n\n\n<p>Zoho CRM\u306f\u3001\u4e16\u754c\u4e2d\u3067\u5229\u7528\u3055\u308c\u3066\u3044\u308bCRM\u3067\u3059\u3002\u6d77\u5916\u7523\u306a\u304c\u3089\u6bd4\u8f03\u7684\u5b89\u4fa1\u3067\u5229\u7528\u3067\u304d\u3001\u64cd\u4f5c\u6027\u306b\u3082\u512a\u308c\u3066\u3044\u307e\u3059\u3002\u300c\u65e5\u5831\u4f5c\u6210\u300d\u3068\u3044\u3046\u5358\u72ec\u306e\u6a5f\u80fd\u306f\u306a\u3044\u3082\u306e\u306e\u3001\u6d3b\u52d5\u8a18\u9332\u3068\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u6a5f\u80fd\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u65e5\u5831\u3068\u3057\u3066\u6d3b\u7528\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table>\n<tbody>\n<tr>\n<th>\u304a\u3059\u3059\u3081\u30dd\u30a4\u30f3\u30c8<\/th>\n<\/tr>\n<tr>\n<td>\u30fb\u4e16\u754c30\u4e07\u793e\u4ee5\u4e0a\u3067\u5229\u7528\u3055\u308c\u3066\u3044\u308b<br>\n\u30fb\u7c21\u5358\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd<br>\n\u30fb\u52d5\u753b\u3084\u30bb\u30df\u30ca\u30fc\u306a\u3069\u7814\u4fee\u30c4\u30fc\u30eb\u304c\u8c4a\u5bcc<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p>\u516c\u5f0fHP\uff1a<a href=\"https:\/\/www.zoho.com\/jp\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.zoho.com\/jp\/crm\/<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span id=\"CRM\">\u5916\u56de\u308a\u3084\u8a2a\u554f\u55b6\u696d\u5411\u3051\u306eCRM\u306f\u65e5\u5831\u6a5f\u80fd\u4ed8\u304d\u306e\u3082\u306e\u3092\u9078\u307c\u3046<\/span><\/h2>\n\n\n\n<p>\u5916\u56de\u308a\u3084\u8a2a\u554f\u55b6\u696d\u304c\u591a\u3044\u7d44\u7e54\u307b\u3069\u3001CRM\u306f\u65e5\u5831\u6a5f\u80fd\u4ed8\u304d\u304c\u304a\u3059\u3059\u3081\u3067\u3059\u3002\u65e5\u5831\u6a5f\u80fd\u4ed8\u304d\u3067\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3084\u30bf\u30d6\u30ec\u30c3\u30c8\u304b\u3089\u306e\u5165\u529b\u304c\u53ef\u80fd\u306a\u3082\u306e\u3092\u9078\u3079\u3070\u3001\u55b6\u696d\u62c5\u5f53\u8005\u306f\u5916\u56de\u308a\u3084\u8a2a\u554f\u55b6\u696d\u306e\u5f8c\u3067\u3001\u65e5\u5831\u4f5c\u6210\u306e\u305f\u3081\u3060\u3051\u306b\u4f1a\u793e\u306b\u623b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u55b6\u696d\u6d3b\u52d5\u304c\u52b9\u7387\u5316\u3057\u3001\u62c5\u5f53\u8005\u306e\u8ca0\u62c5\u3092\u6e1b\u3089\u305b\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u65e5\u5831\u6a5f\u80fd\u4ed8\u304dCRM\u306e\u5c0e\u5165\u3067\u52b9\u7387\u5316\u3067\u304d\u308b\u5185\u5bb9\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 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