{"id":1723,"date":"2021-10-18T08:00:00","date_gmt":"2021-10-17T23:00:00","guid":{"rendered":"http:\/\/at-pocket.com\/media\/?p=1723"},"modified":"2025-06-17T08:00:00","modified_gmt":"2025-06-16T23:00:00","slug":"sfa-crm","status":"publish","type":"post","link":"https:\/\/at-pocket.com\/media\/sales\/sfa-crm\/","title":{"rendered":"SFA\u3068CRM\u306f\u4f55\u304c\u7570\u306a\u308b\uff1f\u6a5f\u80fd\u3084\u30e1\u30ea\u30c3\u30c8\u30fbSFA\u5c0e\u5165\u6642\u306e5\u3064\u306e\u5fc3\u5f97\u306a\u3069\u3092\u89e3\u8aac"},"content":{"rendered":"\n<p>SFA\u306f\u55b6\u696d\u6d3b\u52d5\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3067\u3059\u3002\u5f93\u6765\u306e\u55b6\u696d\u6d3b\u52d5\u306b\u9650\u754c\u3092\u611f\u3058\u3066\u3044\u308b\u4f01\u696d\u3084\u3001SFA\u3092\u5c0e\u5165\u3057\u305f\u3082\u306e\u306e\u4f7f\u3044\u3053\u306a\u305b\u3066\u3044\u306a\u3044\u4f01\u696d\u3082\u5c11\u306a\u304f\u306a\u3044\u3067\u3057\u3087\u3046\u3002\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u4f01\u696d\u306e\u7d4c\u55b6\u8005\u3084\u55b6\u696d\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u5411\u3051\u3066\u3001SFA\u306e\u30e1\u30ea\u30c3\u30c8\u3084SFA\u5c0e\u5165\u6642\u306e\u5fc3\u5f97\u306a\u3069\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002SFA\u3068CRM\u306e\u9055\u3044\u306b\u3064\u3044\u3066\u3082\u89e3\u8aac\u3059\u308b\u305f\u3081\u3001\u305c\u3072\u53c2\u8003\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<div style=\"background-color: #f5f5f5;border-radius: 8px;padding: 24px;margin: 40px 0;text-align: center;max-width: 680px;margin-left: auto;margin-right: auto;padding-bottom: 40px\">\n  <p style=\"font-size: 20px;color: #1a1a1a;font-weight: 600;line-height: 1.4;margin-bottom: 0px;padding-top: 10px\">\n    \u9867\u5ba2\u60c5\u5831\u3092\u4e00\u5143\u7ba1\u7406\n  <\/p>\n\n<p style=\"font-size: 14px;color: #1a1a1a;line-height: 1.6;margin-top: 15px;font-weight: 600\">\n    \u8907\u6570\u306e\u30d5\u30a1\u30a4\u30eb\u306b\u5206\u304b\u308c\u3066\u3044\u3066\u3001\u3069\u308c\u3092\u898b\u308c\u3070\u3044\u3044\u304b\u308f\u304b\u3089\u306a\u3044\u2026<br>\u5fc5\u8981\u306a\u60c5\u5831\u3092\u4e00\u5143\u7ba1\u7406\u3067\u304d\u308b\uff01\n  <\/p>\n\n  <div>\n    <img src=\"http:\/\/at-pocket.com\/media\/wp-content\/uploads\/sites\/2\/2025\/06\/0eca840780f738afbb75300e7737bfc0.jpg\" alt=\"\u696d\u52d9\u30a2\u30d7\u30ea\u4f5c\u6210\u30c4\u30fc\u30eb\u306e\uff20pocket \uff08\u30a2\u30c3\u30c8\u30dd\u30b1\u30c3\u30c8\uff09\" style=\"max-width: 100%;height: auto\">\n  <\/div>\n  \n  <a href=\"https:\/\/wawaoffice.smktg.jp\/public\/application\/add\/2057?__CAMCID=hCgIhgrRic-003&amp;__CAMI=3.2.0.1.gEqduHiEigCg.Z5RVn4gePDdZZ3aa-74&amp;__CAMSID=Z5RVn4gePDdZZ3aa-74&amp;__CAMVID=gEqduHiEigCg&amp;_c_d=1&amp;_ct=1742802876136\" style=\"background-color: #ff8828;color: #fff;padding: 10px 20px;border-radius: 4px;font-weight: bold;text-decoration: none\">\n    \u6d3b\u7528\u30a4\u30e1\u30fc\u30b8\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3059\u308b\n  <\/a>\n<\/div>\n\n\n\n<h2><strong>SFA\u3068CRM\u306e\u57fa\u672c<\/strong><\/h2>\n\n\n\n<p>SFA\u3068CRM\u306f\u3001\u3044\u305a\u308c\u3082\u9867\u5ba2\u60c5\u5831\u7ba1\u7406\u304c\u3067\u304d\u308b\u30b7\u30b9\u30c6\u30e0\u3067\u3059\u3002\u305f\u3060\u3057\u3001\u30c4\u30fc\u30eb\u306e\u76ee\u7684\u306f\u305d\u308c\u305e\u308c\u7570\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001SFA\u3068CRM\u306e\u7279\u5fb4\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3><strong>SFA\u3068CRM\u306e\u6d3b\u7528\u76ee\u7684<\/strong><\/h3>\n\n\n\n<p>SFA\u306f\u300cSales Force Automation(\u30bb\u30fc\u30eb\u30b9\u30fb\u30d5\u30a9\u30fc\u30b9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3)\u300d\u306e\u7565\u3067\u3042\u308a\u3001\u65e5\u672c\u8a9e\u3067\u8868\u73fe\u3059\u308b\u3068\u300c\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\u300d\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3001CRM\u306f\u300cCustomer Relationship Managementt(\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8)\u300d\u306e\u7565\u3067\u3001\u65e5\u672c\u8a9e\u3067\u306f\u300c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u300d\u3068\u8868\u73fe\u3067\u304d\u307e\u3059\u3002SFA\u306f\u55b6\u696d\u652f\u63f4\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u308b\u306e\u306b\u5bfe\u3057\u3001CRM\u306e\u76ee\u7684\u306f\u7d4c\u55b6\u652f\u63f4\u3067\u3059\u3002<\/p>\n\n\n\n<h3><strong>SFA\u3068CRM\u306e\u5171\u901a\u6a5f\u80fd\u306f\u300c\u9867\u5ba2\u7ba1\u7406\u300d<\/strong><\/h3>\n\n\n\n<p>SFA\u3068CRM\u306f\u6d3b\u7528\u306e\u76ee\u7684\u304c\u305d\u308c\u305e\u308c\u7570\u306a\u308b\u3082\u306e\u306e\u3001\u9867\u5ba2\u7ba1\u7406\u306e\u6a5f\u80fd\u306f\u5171\u901a\u3057\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u7ba1\u7406\u306e\u6a5f\u80fd\u3067\u7ba1\u7406\u3067\u304d\u308b\u5185\u5bb9\u3092\u307e\u3068\u3081\u308b\u3068\u3001\u4ee5\u4e0b\u306e\u3068\u304a\u308a\u3067\u3059\u3002<\/p>\n\n\n\n<ul><li>\u4f01\u696d\u540d<\/li><li>\u62c5\u5f53\u8005\u306e\u6c0f\u540d<\/li><li>\u62c5\u5f53\u8005\u306e\u9023\u7d61\u5148<\/li><li>\u62c5\u5f53\u8005\u306e\u90e8\u7f72<\/li><li>\u62c5\u5f53\u8005\u306e\u5f79\u8077<\/li><li>\u4f01\u696d\u6240\u5728\u5730<\/li><\/ul>\n\n\n\n<h2><strong>SFA\u7279\u6709\u306e\u6a5f\u80fd\u3068\u6d3b\u7528\u306e\u30e1\u30ea\u30c3\u30c8<\/strong><\/h2>\n\n\n\n<p>\u3053\u3053\u3067\u306f\u3001SFA\u306a\u3089\u3067\u306f\u306e\u6a5f\u80fd\u3068\u3068\u3082\u306b\u6d3b\u7528\u3059\u308b\u30e1\u30ea\u30c3\u30c8\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002SFA\u304c\u666e\u53ca\u3057\u305f\u80cc\u666f\u306b\u3082\u89e6\u308c\u308b\u305f\u3081\u3001\u53c2\u8003\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<h3><strong>SFA\u7279\u6709\u306e\u6a5f\u80fd<\/strong><\/h3>\n\n\n\n<p>SFA\u306b\u306fCRM\u3068\u5171\u901a\u3057\u3066\u3044\u308b\u9867\u5ba2\u7ba1\u7406\u4ee5\u5916\u306b\u3082\u3001\u3055\u307e\u3056\u307e\u306a\u6a5f\u80fd\u304c\u3042\u308a\u307e\u3059\u3002\u6848\u4ef6\u7ba1\u7406\u3001\u4e88\u5b9f\u7ba1\u7406\u3001\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u7ba1\u7406\u3001\u30ec\u30dd\u30fc\u30c8\u7ba1\u7406\u306a\u3069\u304c\u5229\u7528\u53ef\u80fd\u3067\u3059\u3002\u6848\u4ef6\u7ba1\u7406\u3067\u306f\u3001\u305d\u308c\u305e\u308c\u306e\u6848\u4ef6\u306b\u3064\u3044\u3066\u306eToDo\u7ba1\u7406\u3084\u30bf\u30b9\u30af\u7ba1\u7406\u306a\u3069\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u307e\u305f\u3001\u4e88\u5b9f\u7ba1\u7406\u3067\u306f\u3001\u58f2\u4e0a\u4e88\u6e2c\u3084\u5b9f\u7e3e\u306e\u53ef\u8996\u5316\u3082\u7c21\u5358\u306b\u884c\u3048\u307e\u3059\u3002SFA\u3092\u5229\u7528\u3059\u308c\u3070\u3001\u3088\u308a\u52b9\u7387\u7684\u306a\u55b6\u696d\u6d3b\u52d5\u306b\u3064\u306a\u3052\u3089\u308c\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u305f\u3060\u3057\u3001\u5229\u7528\u3067\u304d\u308b\u6a5f\u80fd\u306f\u3001\u5b9f\u969b\u306b\u4f7f\u7528\u3059\u308bSFA\u306e\u30b5\u30fc\u30d3\u30b9\u306b\u3088\u3063\u3066\u3082\u7570\u306a\u308a\u307e\u3059\u3002\u81ea\u793e\u304c\u6c42\u3081\u308b\u6a5f\u80fd\u3092\u5229\u7528\u3067\u304d\u308bSFA\u3092\u9078\u3076\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3><strong>SFA\u3092\u6d3b\u7528\u3059\u308b\u30e1\u30ea\u30c3\u30c8<\/strong><\/h3>\n\n\n\n<p>SFA\u3092\u6d3b\u7528\u3059\u308c\u3070\u3001\u55b6\u696d\u6d3b\u52d5\u3092\u53ef\u8996\u5316\u3067\u304d\u307e\u3059\u3002\u65e5\u3005\u306e\u53d6\u308a\u7d44\u307f\u3092\u307e\u3068\u3081\u3066\u7ba1\u7406\u3067\u304d\u3001\u73fe\u72b6\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u55b6\u696d\u6d3b\u52d5\u306e\u52b9\u7387\u5316\u3082\u5b9f\u73fe\u53ef\u80fd\u3067\u3059\u3002\u30c7\u30fc\u30bf\u3092\u3082\u3068\u306b\u5206\u6790\u3092\u884c\u3048\u3070\u3001\u78ba\u5ea6\u306e\u9ad8\u3044\u9867\u5ba2\u306b\u3082\u30a2\u30d7\u30ed\u30fc\u30c1\u3057\u3084\u3059\u304f\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u307e\u305f\u3001SFA\u3067\u55b6\u696d\u6d3b\u52d5\u306e\u72b6\u6cc1\u304c\u660e\u3089\u304b\u306b\u306a\u308c\u3070\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u6a19\u6e96\u5316\u3082\u53ef\u80fd\u3067\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u55b6\u696d\u90e8\u5168\u4f53\u306e\u30b9\u30ad\u30eb\u3092\u5e95\u4e0a\u3052\u3067\u304d\u3001\u3088\u308a\u9ad8\u3044\u6210\u679c\u3092\u51fa\u305b\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3><strong>SFA\u304c\u666e\u53ca\u3057\u305f\u80cc\u666f<\/strong><\/h3>\n\n\n\n<p>SFA\u306f\u6b27\u7c73\u3067\u751f\u307e\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u3067\u3059\u3002\u6b27\u7c73\u3067\u306f\u55b6\u696d\u62c5\u5f53\u8005\u306e\u6d41\u52d5\u304c\u6fc0\u3057\u304f\u3001\u500b\u4eba\u304c\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u6709\u3057\u305f\u307e\u307e\u8ee2\u8077\u3057\u3066\u3057\u307e\u3046\u30b1\u30fc\u30b9\u304c\u554f\u984c\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u305d\u3053\u3067S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Automation\uff09\u3068\u9023\u643a\u3055\u305b\u308c\u3070\u3001\u9867\u5ba2\u60c5\u5831\u3092\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u6d3b\u304b\u305b\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2><strong>SFA\u3068CRM\u306e\u3069\u3061\u3089\u3092\u5c0e\u5165\u3059\u308b\u304b\u3092\u5224\u65ad\u3059\u308b\u30dd\u30a4\u30f3\u30c8<\/strong><\/h2>\n\n\n\n<p>\u4f01\u696d\u304c\u62b1\u3048\u308b\u8ab2\u984c\u306b\u3088\u3063\u3066\u3001SFA\u3068CRM\u306e\u3069\u3061\u3089\u3092\u5c0e\u5165\u3059\u3079\u304d\u304b\u7570\u306a\u308a\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u5224\u65ad\u306e\u30dd\u30a4\u30f3\u30c8\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3><strong>SFA\u5c0e\u5165\u304c\u5411\u3044\u3066\u3044\u308b\u4f01\u696d<\/strong><\/h3>\n\n\n\n<p>SFA\u306e\u5c0e\u5165\u304c\u5411\u3044\u3066\u3044\u308b\u306e\u306f\u3001\u55b6\u696d\u6d3b\u52d5\u3092\u6539\u5584\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u308b\u4f01\u696d\u3067\u3059\u3002\u305f\u3068\u3048\u3070\u3001\u55b6\u696d\u6d3b\u52d5\u3092\u52b9\u7387\u5316\u3057\u305f\u3044\u5834\u5408\u3084\u898b\u8fbc\u307f\u58f2\u4e0a\u306b\u3064\u3044\u3066\u6b63\u78ba\u306b\u4e88\u6e2c\u3057\u305f\u3044\u5834\u5408\u306b\u306a\u3069\u306b\u306f\u3001SFA\u306e\u5c0e\u5165\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3><strong>CRM\u5c0e\u5165\u304c\u5411\u3044\u3066\u3044\u308b\u4f01\u696d<\/strong><\/h3>\n\n\n\n<p>CRM\u306e\u5c0e\u5165\u304c\u5411\u3044\u3066\u3044\u308b\u306e\u306f\u3001\u55b6\u696d\u6d3b\u52d5\u3060\u3051\u3067\u306a\u304f\u3001\u5168\u793e\u7684\u306b\u9867\u5ba2\u7ba1\u7406\u306e\u6a5f\u80fd\u3092\u6d3b\u7528\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u308b\u4f01\u696d\u3067\u3059\u3002\u305f\u3068\u3048\u3070\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3084\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u306e\u8cea\u306e\u5411\u4e0a\u3092\u76ee\u6307\u3057\u3066\u3044\u308b\u5834\u5408\u306bCRM\u304c\u9069\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<div 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class=\"wp-block-buttons\">\n<div class=\"wp-block-button is-style-rich_orange\"><a class=\"wp-block-button__link\" href=\"https:\/\/at-pocket.com\/inquiry\/siryo\/form.html\" target=\"_blank\" rel=\"noreferrer noopener\">@pocket\u306e\u8a73\u7d30\u8cc7\u6599\u306f\u3053\u3061\u3089\u304b\u3089<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"background-color: #f5f5f5;border-radius: 8px;padding: 24px;margin: 40px 0;text-align: center;max-width: 680px;margin-left: auto;margin-right: auto;padding-bottom: 40px\">\n  <p style=\"font-size: 20px;color: #1a1a1a;font-weight: 600;line-height: 1.4;margin-bottom: 0px;padding-top: 10px\">\n    \u9867\u5ba2\u60c5\u5831\u3092\u4e00\u5143\u7ba1\u7406\n  <\/p>\n\n<p style=\"font-size: 14px;color: #1a1a1a;line-height: 1.6;margin-top: 15px;font-weight: 600\">\n    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