{"id":23762,"date":"2026-10-13T16:30:12","date_gmt":"2026-10-13T23:30:12","guid":{"rendered":"https:\/\/www.calsoft.com\/excel%e3%81%8b%e3%82%89crm%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0%e3%81%b8%e3%82%a2%e3%83%83%e3%83%97%e3%82%b0%e3%83%ac%e3%83%bc%e3%83%89%e3%81%99%e3%81%b9%e3%81%8d%e3%82%bf%e3%82%a4%e3%83%9f%e3%83%b3\/"},"modified":"2026-10-13T16:53:50","modified_gmt":"2026-10-13T23:53:50","slug":"excel%e3%81%8b%e3%82%89crm%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0%e3%81%b8%e3%82%a2%e3%83%83%e3%83%97%e3%82%b0%e3%83%ac%e3%83%bc%e3%83%89%e3%81%99%e3%81%b9%e3%81%8d%e3%82%bf%e3%82%a4%e3%83%9f%e3%83%b3","status":"publish","type":"post","link":"https:\/\/www.calsoft.com\/ja\/excel%e3%81%8b%e3%82%89crm%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0%e3%81%b8%e3%82%a2%e3%83%83%e3%83%97%e3%82%b0%e3%83%ac%e3%83%bc%e3%83%89%e3%81%99%e3%81%b9%e3%81%8d%e3%82%bf%e3%82%a4%e3%83%9f%e3%83%b3\/","title":{"rendered":"Excel\u304b\u3089CRM\u30b7\u30b9\u30c6\u30e0\u3078\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3059\u3079\u304d\u30bf\u30a4\u30df\u30f3\u30b0\u306f\uff1f"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u4f01\u696d\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3001\u898b\u8fbc\u307f\u5ba2\u3001\u8ca9\u58f2\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u8ffd\u8de1\u3092Excel\u304b\u3089\u59cb\u3081\u307e\u3059\u3002Excel\u306f\u67d4\u8edf\u6027\u304c\u3042\u308a\u3001\u4f7f\u3044\u6163\u308c\u3066\u3044\u308b\u4e0a\u3001\u5c0e\u5165\u3082\u7c21\u5358\u3060\u304b\u3089\u3067\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u3057\u304b\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u304c\u6210\u9577\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u304b\u3064\u3066\u306f\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u305f\u3053\u3068\u304c\u3001\u304b\u3048\u3063\u3066\u696d\u52d9\u306e\u8db3\u304b\u305b\u306b\u306a\u308a\u59cb\u3081\u307e\u3059\u3002\u5546\u8ac7\u306e\u8ffd\u8de1\u304c\u96e3\u3057\u304f\u306a\u308a\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u898b\u9003\u3059\u3088\u3046\u306b\u306a\u308a\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306b\u5fc5\u8981\u4ee5\u4e0a\u306e\u6642\u9593\u304c\u304b\u304b\u3063\u3066\u3057\u307e\u3046\u306e\u3067\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u6642\u70b9\u3067\u3001\u554f\u984c\u306f\u300cExcel\u304c\u6a5f\u80fd\u3059\u308b\u304b\u300d\u3067\u306f\u306a\u304f\u3001\u300cExcel\u304c\u4f9d\u7136\u3068\u3057\u3066\u81ea\u793e\u306e\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u9069\u3057\u305f\u30c4\u30fc\u30eb\u3067\u3042\u308b\u304b\u300d\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001Excel\u304b\u3089CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u79fb\u884c\u304c\u9069\u5207\u3068\u306a\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u3084\u3001\u305d\u306e\u5224\u65ad\u6750\u6599\u3068\u306a\u308b\u91cd\u8981\u306a\u5146\u5019\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"h-when-is-the-right-time-to-move-from-excel-to-a-crm\">Excel\u304b\u3089CRM\u3078\u306e\u79fb\u884c\u306b\u6700\u9069\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u306f\uff1f<\/h2>\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306b\u8a72\u5f53\u3059\u308b\u5834\u5408\u306f\u3001Excel\u304b\u3089CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u79fb\u884c\u3092\u691c\u8a0e\u3059\u3079\u304d\u3067\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306b\u306f\u3001\u660e\u78ba\u306a\u53ef\u8996\u6027\u304c\u6b20\u3051\u3066\u3044\u308b<\/li>\n\n\n\n<li>\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u304c\u884c\u308f\u308c\u3066\u3044\u306a\u3044\u3001\u3042\u308b\u3044\u306f\u4e00\u8cab\u6027\u304c\u306a\u3044<\/li>\n\n\n\n<li>\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u5206\u6563\u3057\u3066\u3044\u305f\u308a\u3001\u91cd\u8907\u3057\u3066\u3044\u305f\u308a\u3059\u308b\u5834\u5408\u304c\u3042\u308b<\/li>\n\n\n\n<li>\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306b\u306f\u624b\u4f5c\u696d\u306e\u8ca0\u62c5\u304c\u5927\u304d\u3059\u304e\u308b<\/li>\n\n\n\n<li>\u30c1\u30fc\u30e0\u304c\u62e1\u5927\u3057\u3066\u304a\u308a\u3001\u4f53\u5236\u306e\u6574\u5099\u304c\u5fc5\u8981\u3068\u306a\u3063\u3066\u3044\u308b<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3067\u306f\u3001<a href=\"https:\/\/www.calsoft.com\/ja\/%e3%81%aa%e3%81%9cexcel%e3%81%a7%e3%81%af%e4%b8%8d%e5%8d%81%e5%88%86%e3%81%aa%e3%81%ae%e3%81%8b%ef%bc%9a-erp%e3%81%ae%e6%9b%bf%e3%82%8f%e3%82%8a%e3%81%ab%e3%81%af%e3%81%aa%e3%82%89%e3%81%aa%e3%81%84\/\">\u55b6\u696d\u696d\u52d9\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3059\u308b\u306b\u306f\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3060\u3051\u3067\u306f\u4e0d\u5341\u5206\u3067\u3059<\/a>.<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"h-what-are-the-signs-you-have-outgrown-excel-for-sales\">Excel\u3067\u306e\u55b6\u696d\u7ba1\u7406\u306b\u9650\u754c\u304c\u898b\u3048\u59cb\u3081\u308b\u30b5\u30a4\u30f3\u3068\u306f\uff1f<\/h2>\n\n<p class=\"wp-block-paragraph\">\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d7\u30ed\u30bb\u30b9\u304c\u53ef\u8996\u6027\u3001\u4e00\u8cab\u6027\u3001\u62e1\u5f35\u6027\u3092\u963b\u5bb3\u3057\u59cb\u3081\u308b\u3068\u3001\u4f01\u696d\u306fExcel\u306e\u9650\u754c\u306b\u9054\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">Excel\u3067\u306f\u57fa\u672c\u7684\u306a\u9867\u5ba2\u7ba1\u7406\u306f\u53ef\u80fd\u3067\u3059\u304c\u3001\u62e1\u5927\u3059\u308b\u55b6\u696d\u6d3b\u52d5\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3088\u3046\u306b\u306f\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u3002\u30d3\u30b8\u30cd\u30b9\u306e\u898f\u6a21\u304c\u62e1\u5927\u3059\u308b\u306b\u3064\u308c\u3001\u4e9b\u7d30\u306a\u975e\u52b9\u7387\u6027\u304c\u3001\u3059\u3050\u306b\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u306e\u9038\u5931\u3084\u53ce\u76ca\u306e\u640d\u5931\u306b\u3064\u306a\u304c\u308a\u304b\u306d\u307e\u305b\u3093\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u3082\u3057\u3042\u306a\u305f\u306e\u30c1\u30fc\u30e0\u304c\u4ee5\u4e0b\u306e\u8ab2\u984c\u306e\u3044\u305a\u308c\u304b\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u306a\u3089\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u304b\u3089\u4e00\u6b69\u8e0f\u307f\u51fa\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u3092\u691c\u8a0e\u3059\u3079\u304d\u6642\u671f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u3053\u3046\u3057\u305f\u8ab2\u984c\u306f\u3001\u55b6\u696d\u6d3b\u52d5\u3084\u9867\u5ba2\u60c5\u5831\u306e\u7ba1\u7406\u306b\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u6210\u9577\u4e2d\u306e\u4f01\u696d\u306b\u3088\u304f\u898b\u3089\u308c\u307e\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-1-your-sales-pipeline-lacks-visibility\">1. \u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u53ef\u8996\u6027\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b<\/h3>\n\n<p class=\"wp-block-paragraph\">\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u8ffd\u8de1\u6a5f\u80fd\u304c\u306a\u3044\u3068\u3001\u53d6\u5f15\u306e\u9032\u6357\u72b6\u6cc1\u3092\u628a\u63e1\u3057\u305f\u308a\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7279\u5b9a\u3057\u305f\u308a\u3001\u58f2\u4e0a\u3092\u6b63\u78ba\u306b\u4e88\u6e2c\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u96e3\u3057\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306a\u72b6\u6cc1\u8868\u793a\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u3001\u30c1\u30fc\u30e0\u306f\u6b63\u78ba\u306a\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u884c\u52d5\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-2-follow-ups-are-missed-or-inconsistent\">2. \u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u304c\u884c\u308f\u308c\u3066\u3044\u306a\u3044\u3001\u3042\u308b\u3044\u306f\u4e00\u8cab\u6027\u304c\u306a\u3044<\/h3>\n\n<p class=\"wp-block-paragraph\">Excel\u306b\u306f\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u6a5f\u80fd\u3084\u81ea\u52d5\u5316\u6a5f\u80fd\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u55b6\u696d\u62c5\u5f53\u8005\u306f\u8a18\u61b6\u306b\u983c\u3089\u3056\u308b\u3092\u5f97\u305a\u3001\u305d\u306e\u7d50\u679c\u3001\u5546\u6a5f\u3092\u9003\u3057\u3066\u3057\u307e\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u81ea\u52d5\u5316\u3057\u3001\u3059\u3079\u3066\u306e\u898b\u8fbc\u307f\u5ba2\u3092\u4e00\u8cab\u3057\u305f\u30d7\u30ed\u30bb\u30b9\u3067\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-3-customer-data-is-scattered-or-duplicated\">3. \u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u5206\u6563\u3057\u3066\u3044\u308b\u3001\u307e\u305f\u306f\u91cd\u8907\u3057\u3066\u3044\u308b<\/h3>\n\n<p class=\"wp-block-paragraph\">\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u3001\u30c1\u30fc\u30e0\u9593\u3067\u8907\u6570\u306e\u30d0\u30fc\u30b8\u30e7\u30f3\u304c\u5b58\u5728\u3059\u308b\u3053\u3068\u304c\u591a\u304f\u3001\u305d\u308c\u304c\u6df7\u4e71\u3084\u30df\u30b9\u306e\u539f\u56e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001\u552f\u4e00\u306e\u4fe1\u983c\u3067\u304d\u308b\u60c5\u5831\u6e90\u3068\u3057\u3066\u307e\u3068\u3081\u307e\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-4-reporting-takes-too-long\">4. \u5831\u544a\u306b\u6642\u9593\u304c\u304b\u304b\u308a\u3059\u304e\u308b<\/h3>\n\n<p class=\"wp-block-paragraph\">\u624b\u4f5c\u696d\u306b\u3088\u308b\u30ec\u30dd\u30fc\u30c8\u306f\u610f\u601d\u6c7a\u5b9a\u3092\u9045\u3089\u305b\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u53e4\u3044\u60c5\u5831\u306b\u57fa\u3065\u3044\u3066\u884c\u308f\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u624b\u4f5c\u696d\u3092\u5fc5\u8981\u3068\u305b\u305a\u306b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u5206\u6790\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-5-your-sales-process-is-not-standardized\">5. \u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u304c\u6a19\u6e96\u5316\u3055\u308c\u3066\u3044\u306a\u3044<\/h3>\n\n<p class=\"wp-block-paragraph\">Excel\u306f\u67d4\u8edf\u6027\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u305d\u306e\u67d4\u8edf\u6027\u3086\u3048\u306b\u30c1\u30fc\u30e0\u9593\u3067\u4e00\u8cab\u6027\u304c\u5931\u308f\u308c\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u3001\u4f53\u7cfb\u5316\u3055\u308c\u305f\u55b6\u696d\u30b9\u30c6\u30fc\u30b8\u3084\u30d7\u30ed\u30bb\u30b9\u304c\u5c0e\u5165\u3055\u308c\u307e\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-6-your-team-is-growing\">\u55b6\u696d\u30c1\u30fc\u30e0\u306e\u4eba\u6570\u304c\u5897\u3048\u3066\u3044\u308b<\/h3>\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3059\u308b\u4eba\u304c\u5897\u3048\u308b\u3068\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306e\u9023\u643a\u304c\u96e3\u3057\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u5927\u898f\u6a21\u306a\u9023\u643a\u3092\u652f\u63f4\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-7-too-much-time-is-spent-managing-data\">7. \u30c7\u30fc\u30bf\u7ba1\u7406\u306b\u6642\u9593\u304c\u304b\u304b\u308a\u3059\u304e\u3066\u3044\u308b<\/h3>\n\n<p class=\"wp-block-paragraph\">\u30c1\u30fc\u30e0\u304c\u55b6\u696d\u6d3b\u52d5\u3088\u308a\u3082\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u66f4\u65b0\u306b\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u308b\u3068\u3001\u751f\u7523\u6027\u304c\u4f4e\u4e0b\u3057\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u304c\u524a\u6e1b\u3055\u308c\u3001\u53ce\u76ca\u5275\u51fa\u6d3b\u52d5\u3078\u306e\u6ce8\u529b\u304c\u4fc3\u9032\u3055\u308c\u307e\u3059\u3002<\/p>\n\n<div style=\"height:81px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>\u3053\u308c\u3089\u306e\u5146\u5019\u306e\u3046\u3061\u3044\u304f\u3064\u304b\u306b\u5fc3\u5f53\u305f\u308a\u304c\u3042\u308b\u306a\u3089\u3001\u5fa1\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u9069\u3057\u305fCRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u3092\u691c\u8a0e\u3059\u3079\u304d\u6642\u671f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/strong><\/p>\n\n<p class=\"has-text-align-center wp-block-paragraph\">\u5f53\u793e\u306eDynamics 365 CRM\u30b5\u30fc\u30d3\u30b9\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002Excel\u304b\u3089\u62e1\u5f35\u6027\u306e\u9ad8\u3044\u30b7\u30b9\u30c6\u30e0\u3078\u3068\u3001\u8cb4\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u79fb\u884c\u3067\u304d\u308b\u304b\u3092\u3054\u78ba\u8a8d\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/p>\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-luminous-vivid-orange-background-color has-background wp-element-button\" href=\"https:\/\/www.calsoft.com\/ja\/?page_id=21029\">Dynamics 365 CRM\u306e \u30b5\u30fc\u30d3\u30b9<\/a><\/div>\n<\/div>\n\n<div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"h-how-easy-is-it-to-move-from-excel-to-a-crm\">Excel\u304b\u3089CRM\u3078\u306e\u79fb\u884c\u306f\u3069\u308c\u307b\u3069\u7c21\u5358\u3067\u3057\u3087\u3046\u304b\uff1f<\/h2>\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u4f01\u696d\u306f\u3001Excel\u304b\u3089CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u79fb\u884c\u306f\u8907\u96d1\u3067\u3001\u696d\u52d9\u306b\u652f\u969c\u3092\u304d\u305f\u3059\u3082\u306e\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u5b9f\u969b\u306b\u306f\u3001Dynamics 365 Sales\u306e\u3088\u3046\u306a\u6700\u65b0\u306eCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u79fb\u884c\u3092\u5186\u6ed1\u304b\u3064\u62e1\u5f35\u6027\u306e\u3042\u308b\u3082\u306e\u306b\u3059\u308b\u3088\u3046\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u3001\u9023\u7d61\u5148\u3001\u898b\u8fbc\u307f\u5ba2\u30ea\u30b9\u30c8\u3001\u304a\u3088\u3073\u55b6\u696d\u6d3b\u52d5\u306f\u3001\u901a\u5e38\u3001\u4f53\u7cfb\u7684\u306a\u79fb\u884c\u30c4\u30fc\u30eb\u3068\u30b5\u30dd\u30fc\u30c8\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306b\u53d6\u308a\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u7d44\u7e54\u306b\u3068\u3063\u3066\u3001\u6700\u5927\u306e\u8ab2\u984c\u306f\u6280\u8853\u305d\u306e\u3082\u306e\u306b\u3042\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3088\u308a\u4e00\u8cab\u6027\u306e\u3042\u308b\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u69cb\u7bc9\u3057\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u900f\u660e\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u3053\u305d\u304c\u8ab2\u984c\u306a\u306e\u3067\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306f\u3001\u5fc5\u305a\u3057\u3082\u3059\u3050\u306b\u672c\u683c\u7684\u306aERP\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u591a\u304f\u306e\u4f01\u696d\u3067\u306f\u3001\u307e\u305aCRM\u3092\u5c0e\u5165\u3057\u3066\u8ca9\u58f2\u5b9f\u7e3e\u306e\u8ffd\u8de1\u3084\u9867\u5ba2\u7ba1\u7406\u3092\u6539\u5584\u3057\u3001\u305d\u306e\u5f8c\u3001\u696d\u52d9\u4e0a\u306e\u30cb\u30fc\u30ba\u304c\u9ad8\u307e\u3063\u305f\u6bb5\u968e\u3067\u30b7\u30b9\u30c6\u30e0\u3092\u62e1\u5f35\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"h-what-happens-when-you-switch-from-excel-to-a-crm-system\">Excel\u304b\u3089CRM\u30b7\u30b9\u30c6\u30e0\u306b\u5207\u308a\u66ff\u3048\u308b\u3068\u3069\u3046\u306a\u308b\u306e\u304b\uff1f<\/h2>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u8ffd\u8de1\u3092\u3001\u81ea\u52d5\u5316\u3001\u4e00\u5143\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3001\u305d\u3057\u3066\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u5206\u6790\u60c5\u5831\u306b\u7f6e\u304d\u63db\u3048\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u983c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30c1\u30fc\u30e0\u306f\u3001\u95a2\u4fc2\u6027\u3001\u6d3b\u52d5\u3001\u53ce\u76ca\u3092\u4e00\u5143\u7684\u306b\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u8a2d\u8a08\u3055\u308c\u305f\u4f53\u7cfb\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u696d\u52d9\u3092\u884c\u3044\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u5b9f\u969b\u306b\u3069\u306e\u3088\u3046\u306b\u6a5f\u80fd\u3059\u308b\u304b\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-centralized-customer-data-in-one-place\"><strong>\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">Excel\u3067\u306f\u3001\u9867\u5ba2\u60c5\u5831\u304c\u8907\u6570\u306e\u30d5\u30a1\u30a4\u30eb\u3084\u30e1\u30fc\u30eb\u3001\u30e1\u30e2\u306a\u3069\u306b\u5206\u6563\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u4ee5\u4e0b\u3092\u542b\u3080\u3042\u3089\u3086\u308b\u60c5\u5831\u30921\u3064\u306e\u7d71\u5408\u3055\u308c\u305f\u8a18\u9332\u306b\u307e\u3068\u3081\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u9023\u7d61\u5148<\/li>\n\n\n\n<li>\u901a\u4fe1\u5c65\u6b74<\/li>\n\n\n\n<li>\u53d6\u5f15\u306e\u72b6\u6cc1\u3068\u6d3b\u52d5\u5c65\u6b74<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306b\u3088\u308a\u3001\u30c1\u30fc\u30e0\u306f\u3059\u3079\u3066\u306e\u9867\u5ba2\u306b\u95a2\u3059\u308b\u5305\u62ec\u7684\u306a\u60c5\u5831\u3092\u628a\u63e1\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u3088\u308a\u7684\u78ba\u304b\u3064\u4e00\u8cab\u6027\u306e\u3042\u308b\u5bfe\u5fdc\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-follow-ups-and-task-management\"><strong>\u81ea\u52d5\u5316\u3055\u308c\u305f\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3068\u30bf\u30b9\u30af\u7ba1\u7406<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">CRM\u3067\u306f\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306f\u3082\u306f\u3084\u8a18\u61b6\u306b\u983c\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u306e\u64cd\u4f5c\u304c\u53ef\u80fd\u3067\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u6b21\u56de\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u81ea\u52d5\u3067\u901a\u77e5\u3059\u308b<\/li>\n\n\n\n<li>\u6d3b\u52d5\u306b\u57fa\u3065\u3044\u3066\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30e1\u30fc\u30eb\u3092\u9001\u4fe1\u3059\u308b<\/li>\n\n\n\n<li>\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u306b\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u7684\u306b\u5272\u308a\u5f53\u3066\u308b<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306b\u3088\u308a\u3001\u3044\u304b\u306a\u308b\u6a5f\u4f1a\u3082\u898b\u9003\u3055\u305a\u3001\u3059\u3079\u3066\u306e\u898b\u8fbc\u307f\u5ba2\u3092\u4e00\u8cab\u3057\u3066\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-real-time-pipeline-visibility\"><strong>\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u53ef\u8996\u5316<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">\u55b6\u696d\u30c1\u30fc\u30e0\u306f\u3001\u5546\u8ac7\u306e\u9032\u6357\u72b6\u6cc1\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u4fa1\u5024\u3001\u304a\u3088\u3073\u5b9f\u7e3e\u3092\u5373\u5ea7\u306b\u628a\u63e1\u3067\u304d\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u5834\u5408\u3001\u3053\u308c\u304c\u4f01\u696d\u304cExcel\u304b\u3089\u96e2\u308c\u59cb\u3081\u308b\u8ee2\u6a5f\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.calsoft.com\/ja\/?page_id=21029\"><strong>Dynamics 365 CRM \u306e\u30c7\u30e2<\/strong><\/a>\u3092\u3054\u4f9d\u983c\u3044\u305f\u3060\u304d\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u8ffd\u8de1\u6a5f\u80fd\u3084\u81ea\u52d5\u5316\u6a5f\u80fd\u304c\u5b9f\u969b\u306b\u3069\u306e\u3088\u3046\u306b\u6a5f\u80fd\u3059\u308b\u304b\u3092\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-built-in-reporting-and-forecasting\"><strong>\u6a19\u6e96\u642d\u8f09\u306e\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u304a\u3088\u3073\u4e88\u6e2c\u6a5f\u80fd<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">Excel\u3067\u306e\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306b\u306f\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u624b\u4f5c\u696d\u3084\u7d76\u3048\u9593\u306a\u3044\u66f4\u65b0\u304c\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u6a5f\u80fd\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u30e9\u30a4\u30d6\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9<\/li>\n\n\n\n<li>\u62c5\u5f53\u8005\u3001\u30c1\u30fc\u30e0\u3001\u307e\u305f\u306f\u5730\u57df\u3054\u3068\u306e\u5b9f\u7e3e\u306e\u8ffd\u8de1<\/li>\n\n\n\n<li>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304f\u4e88\u6e2c<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306b\u3088\u308a\u3001\u7d4c\u55b6\u9663\u306f\u5831\u544a\u66f8\u306e\u4f5c\u6210\u3092\u5f85\u3064\u3053\u3068\u306a\u304f\u3001\u696d\u7e3e\u3092\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-standardized-and-scalable-sales-processes\"><strong>\u6a19\u6e96\u5316\u3001\u305d\u3057\u3066\u62e1\u5f35\u53ef\u80fd\u306a\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u4f53\u7cfb\u7684\u306a\u4ed5\u7d44\u307f\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u6b21\u306e\u3088\u3046\u306b\u5b9a\u7fa9\u3067\u304d\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u55b6\u696d\u306e\u5404\u6bb5\u968e<\/li>\n\n\n\n<li>\u5fc5\u8981\u306a\u6d3b\u52d5<\/li>\n\n\n\n<li>\u627f\u8a8d\u3055\u308c\u305f\u696d\u52d9\u30d5\u30ed\u30fc<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u306b\u4f34\u3044\u3001\u3053\u306e\u4f53\u5236\u306b\u3088\u308a\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u4e00\u8cab\u6027\u3092\u78ba\u4fdd\u3057\u3064\u3064\u3001\u696d\u52d9\u306e\u62e1\u5927\u3082\u5bb9\u6613\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-improved-collaboration-across-teams\"><strong>\u30c1\u30fc\u30e0\u9593\u306e\u9023\u643a\u306e\u5f37\u5316<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u4f7f\u7528\u3059\u308b\u5834\u5408\u3001\u55b6\u696d\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u306e\u5404\u30c1\u30fc\u30e0\u306f\u3001\u3057\u3070\u3057\u3070\u5225\u3005\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3078\u306e\u5171\u6709\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u3089\u306e\u6a5f\u80fd\u3092\u9023\u643a\u3055\u305b\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306b\u3088\u308a\u3001\u4ee5\u4e0b\u306e\u70b9\u304c\u6539\u5584\u3055\u308c\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u793e\u5185\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li>\u9867\u5ba2\u4f53\u9a13<\/li>\n\n\n\n<li>\u90e8\u9580\u9593\u306e\u9023\u643a<\/li>\n<\/ul>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-more-time-spent-on-selling-not-admin-work\"><strong>\u4e8b\u52d9\u4f5c\u696d\u3067\u306f\u306a\u304f\u3001\u55b6\u696d\u6d3b\u52d5\u306b\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u5272\u304f<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">\u6700\u3082\u76f4\u63a5\u7684\u306a\u30e1\u30ea\u30c3\u30c8\u306e\u4e00\u3064\u306f\u3001\u6642\u9593\u306e\u7bc0\u7d04\u3067\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3084\u53cd\u5fa9\u7684\u306a\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u306f\u4ee5\u4e0b\u306e\u696d\u52d9\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u898b\u8fbc\u307f\u5ba2\u3068\u306e\u95a2\u308f\u308a\u5408\u3044<\/li>\n\n\n\n<li>\u95a2\u4fc2\u69cb\u7bc9<\/li>\n\n\n\n<li>\u53d6\u5f15\u306e\u6210\u7d04<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u5909\u5316\u306f\u3001\u751f\u7523\u6027\u3084\u53ce\u76ca\u306e\u4f38\u3073\u306b\u76f4\u63a5\u7684\u306a\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"h-excel-vs-crm-for-sales-management\">\u55b6\u696d\u7ba1\u7406\u306b\u304a\u3051\u308bExcel\u3068CRM\u306e\u6bd4\u8f03<\/h2>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u9805\u76ee<\/strong><\/td><td><strong>\u30a8\u30af\u30bb\u30eb<\/strong><\/td><td><strong>CRM<\/strong><\/td><\/tr><tr><td>\u30c7\u30fc\u30bf\u7ba1\u7406<\/td><td>\u30de\u30cb\u30e5\u30a2\u30eb<\/td><td>\u4e00\u62ec\u7ba1\u7406<\/td><\/tr><tr><td>\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7<\/td><td>\u30de\u30cb\u30e5\u30a2\u30eb<\/td><td>\u81ea\u52d5\u5316\u3055\u308c\u305f<\/td><\/tr><tr><td>\u5831\u544a<\/td><td>\u6642\u9593\u3092\u6d6a\u8cbb\u3059\u308b<\/td><td>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0<\/td><\/tr><tr><td>\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3<\/td><td>\u9650\u5b9a\u7684<\/td><td>\u5171\u6709\u30a2\u30af\u30bb\u30b9<\/td><\/tr><tr><td>\u62e1\u5f35\u6027<\/td><td>\u9650\u5b9a\u7684<\/td><td>\u6210\u9577\u3092\u898b\u636e\u3048\u3066\u8a2d\u8a08<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1536\" height=\"1024\" data-src=\"https:\/\/www.calsoft.com\/wp-content\/uploads\/2026\/05\/spreadsheet-vs-crm-sales-process-comparison.jpg\" alt=\"&#x30B9;&#x30D7;&#x30EC;&#x30C3;&#x30C9;&#x30B7;&#x30FC;&#x30C8;&#x306B;&#x3088;&#x308B;&#x58F2;&#x4E0A;&#x7BA1;&#x7406;&#x3068;&#x3001;&#x30D1;&#x30A4;&#x30D7;&#x30E9;&#x30A4;&#x30F3;&#x3084;&#x5206;&#x6790;&#x6A5F;&#x80FD;&#x3092;&#x5099;&#x3048;&#x305F;CRM&#x30C0;&#x30C3;&#x30B7;&#x30E5;&#x30DC;&#x30FC;&#x30C9;&#x306E;&#x6A2A;&#x4E26;&#x3073;&#x6BD4;&#x8F03;\" class=\"wp-image-23390 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1536px; --smush-placeholder-aspect-ratio: 1536\/1024;\" \/><\/figure>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"h-the-measurable-impact-of-moving-from-excel-to-crm\">Excel\u304b\u3089CRM\u3078\u306e\u79fb\u884c\u304c\u3082\u305f\u3089\u3059\u6e2c\u5b9a\u53ef\u80fd\u306a\u52b9\u679c<\/h2>\n\n<p class=\"wp-block-paragraph\">Excel\u304b\u3089CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u79fb\u884c\u306f\u3001\u5358\u306b\u5229\u4fbf\u6027\u3092\u9ad8\u3081\u308b\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u55b6\u696d\u5b9f\u7e3e\u3001\u751f\u7523\u6027\u3001\u4e88\u6e2c\u7cbe\u5ea6\u306e\u3059\u3079\u3066\u306b\u304a\u3044\u3066\u3001\u6e2c\u5b9a\u53ef\u80fd\u306a\u6539\u5584\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3057\u305f\u7d44\u7e54\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u8ffd\u8de1\u304b\u3089\u3001\u4f53\u7cfb\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u30d7\u30ed\u30bb\u30b9\u3078\u3068\u79fb\u884c\u3059\u308b\u3053\u3068\u3067\u3001\u4e00\u8cab\u3057\u3066\u512a\u308c\u305f\u6210\u679c\u3092\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">Excel\u304b\u3089CRM\u30b7\u30b9\u30c6\u30e0\u306b\u79fb\u884c\u3057\u305f\u4f01\u696d\u3067\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u50be\u5411\u304c\u3088\u304f\u898b\u3089\u308c\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u58f2\u4e0a\u9ad8\u304c<strong>\u6700\u592729\uff05\u5411\u4e0a<\/strong><\/li>\n\n\n\n<li>\u751f\u7523\u6027\u304c<strong>\u6700\u592734\uff05\u5411\u4e0a<\/strong><\/li>\n\n\n\n<li>\u4e88\u6e2c\u7cbe\u5ea6\u304c<strong>\u6700\u592742\uff05\u5411\u4e0a<\/strong><\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u51fa\u5178: <a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/state-of-sales\/\">https:\/\/www.salesforce.com\/resources\/research-reports\/state-of-sales\/<\/a><\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u3053\u3046\u3057\u305f\u6539\u5584\u306f\u9069\u5207\u306a\u6226\u7565\u3068\u5b9f\u884c\u304c\u3042\u308c\u3070\u5b9f\u73fe\u53ef\u80fd\u3067\u3059\u3002\u5b9f\u969b\u306el <\/strong><a href=\"https:\/\/www.calsoft.com\/case-studies\/dynamics-365-crm-case-mescius-europe\/\"><strong>CRM \u5c0e\u5165\u4e8b\u4f8b<\/strong><\/a><strong> \u3092\u53c2\u8003\u306b\u3001\u4f01\u696d\u304c\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u304b\u3089\u306e\u8131\u5374\u3092\u901a\u3058\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u58f2\u4e0a\u5b9f\u7e3e\u3084\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u53ef\u8996\u6027\u3092\u5411\u4e0a\u3055\u305b\u305f\u304b\u3092\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/strong><\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-increased-sales-performance\"><strong>\u58f2\u4e0a\u5b9f\u7e3e\u306e\u5411\u4e0a<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u900f\u660e\u6027\u3092\u9ad8\u3081\u3001\u4e00\u8cab\u3057\u305f\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u306f\u3088\u308a\u591a\u304f\u306e\u6210\u7d04\u3092\u52dd\u3061\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u6b21\u306e\u3088\u3046\u306a\u5229\u70b9\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u4fa1\u5024\u306e\u9ad8\u3044\u6a5f\u4f1a\u3092\u512a\u5148\u3059\u308b<\/li>\n\n\n\n<li>\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306e\u6f0f\u308c\u3092\u524a\u6e1b\u3059\u308b<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u306e\u53d6\u5f15\u306b\u304a\u3044\u3066\u3001\u660e\u78ba\u306a\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u793a\u3059<\/li>\n<\/ul>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-higher-sales-productivity\"><strong>\u55b6\u696d\u751f\u7523\u6027\u306e\u5411\u4e0a<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">\u30c1\u30fc\u30e0\u304c\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u66f4\u65b0\u3084\u60c5\u5831\u691c\u7d22\u306b\u4f55\u6642\u9593\u3082\u8cbb\u3084\u3059\u5fc5\u8981\u304c\u306a\u304f\u306a\u308c\u3070\u3001\u53ce\u76ca\u3092\u751f\u307f\u51fa\u3059\u6d3b\u52d5\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u4ee5\u4e0b\u306e\u70b9\u3092\u901a\u3058\u3066\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u53cd\u5fa9\u4f5c\u696d\u306e\u81ea\u52d5\u5316<\/li>\n\n\n\n<li>\u4e00\u62ec\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9<\/li>\n\n\n\n<li>\u4e8b\u52d9\u8ca0\u62c5\u306e\u8efd\u6e1b<\/li>\n<\/ul>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-more-accurate-forecasting\">\u3088\u308a\u6b63\u78ba\u306a\u4e88\u6e2c<\/h3>\n\n<p class=\"wp-block-paragraph\">Excel\u3067\u306e\u4e88\u6e2c\u306f\u3001\u53e4\u304f\u306a\u3063\u305f\u30c7\u30fc\u30bf\u3084\u4e0d\u5b8c\u5168\u306a\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u884c\u308f\u308c\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3057\u3066\u3001\u3088\u308a\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u4e88\u6e2c\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306b\u3088\u308a\u3001\u6b21\u306e\u3088\u3046\u306a\u7d50\u679c\u3068\u306a\u308a\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u3088\u308a\u7cbe\u5ea6\u306e\u9ad8\u3044\u8a08\u753b<\/li>\n\n\n\n<li>\u3088\u308a\u78ba\u4fe1\u3092\u6301\u3063\u3066\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046<\/li>\n\n\n\n<li>\u53ce\u76ca\u306b\u95a2\u3059\u308b\u4e0d\u78ba\u5b9f\u6027\u306e\u8efd\u6e1b<\/li>\n<\/ul>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-improved-customer-experience\"><strong>\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a<\/strong><\/h3>\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u3059\u3079\u3066\u4e00\u304b\u6240\u3067\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u306f\u3088\u308a\u4e00\u8cab\u6027\u304c\u3042\u308a\u3001\u304d\u3081\u7d30\u3084\u304b\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u73fe\u3067\u304d\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u7d50\u679c\u3001\u6b21\u306e\u3088\u3046\u306b\u306a\u308a\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u5fdc\u7b54\u6642\u9593\u306e\u77ed\u7e2e<\/li>\n\n\n\n<li>\u3088\u308a\u826f\u3044\u95a2\u4fc2\u7ba1\u7406<\/li>\n\n\n\n<li>\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\"><strong><a href=\"https:\/\/www.calsoft.com\/ja\/%e3%81%8a%e5%95%8f%e3%81%84%e5%90%88%e3%81%9b\/\">CRM\u306e\u5c02\u9580\u5bb6\u306b\u76f8\u8ac7\u3057\u3001<\/a><\/strong>\u3053\u308c\u3089\u304c\u5fa1\u793e\u306b\u3068\u3063\u3066\u3069\u306e\u3088\u3046\u306a\u5f62\u3067\u6539\u5584\u3067\u304d\u308b\u304b\u3092\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"h-when-excel-still-makes-sense\">Excel\u304c\u4f9d\u7136\u3068\u3057\u3066\u6709\u7528\u306a\u5834\u5408<\/h2>\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u660e\u3089\u304b\u306a\u5229\u70b9\u304c\u3042\u308a\u307e\u3059\u304c\u3001Excel\u304c\u3042\u3089\u3086\u308b\u72b6\u6cc1\u306b\u304a\u3044\u3066\u9593\u9055\u3063\u305f\u9078\u629e\u3068\u3044\u3046\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4e00\u90e8\u306e\u4f01\u696d\u306b\u3068\u3063\u3066\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u5b9f\u7528\u7684\u304b\u3064\u52b9\u7387\u7684\u306a\u30c4\u30fc\u30eb\u3068\u306a\u308a\u5f97\u308b\u306e\u3067\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">Excel\u304c\u3069\u306e\u3088\u3046\u306a\u5834\u5408\u306b\u52b9\u679c\u7684\u306b\u6a5f\u80fd\u3059\u308b\u304b\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u7684\u78ba\u306a\u5224\u65ad\u3092\u4e0b\u3059\u3053\u3068\u304c\u3067\u304d\u3001\u9069\u5207\u306a\u7406\u7531\u306b\u57fa\u3065\u3044\u3066\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-use-excel-if\">\u6b21\u306e\u3088\u3046\u306a\u5834\u5408\u306fExcel\u3092\u4f7f\u7528\u3057\u3066\u304f\u3060\u3055\u3044\uff1a<\/h3>\n\n<ul class=\"wp-block-list\">\n<li>\u30c1\u30fc\u30e0\u306e\u898f\u6a21\u304c\u5c0f\u3055\u3044<\/li>\n\n\n\n<li>\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u304c\u30b7\u30f3\u30d7\u30eb<\/li>\n\n\n\n<li>\u9867\u5ba2\u6570\u304c\u5c11\u306a\u3044<\/li>\n\n\n\n<li>\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u3068\u81ea\u52d5\u5316\u304c\u5fc5\u9808\u3067\u306f\u306a\u3044<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u3053\u3046\u3057\u305f\u5834\u5408\u3067\u306f\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u4f9d\u7136\u3068\u3057\u3066\u3001\u7686\u3055\u3093\u306e\u30cb\u30fc\u30ba\u3092\u52b9\u679c\u7684\u306b\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-nbsp\"><strong>\u00a0<\/strong><\/h3>\n\n<h3 class=\"wp-block-heading\" id=\"h-the-turning-point-to-watch-for\">\u6ce8\u76ee\u3059\u3079\u304d\u8ee2\u63db\u70b9<\/h3>\n\n<p class=\"wp-block-paragraph\">\u305f\u3068\u3048\u4eca\u65e5\u3001Excel\u304c\u554f\u984c\u306a\u304f\u6a5f\u80fd\u3057\u3066\u3044\u305f\u3068\u3057\u3066\u3082\u3001\u307b\u3068\u3093\u3069\u306e\u4f01\u696d\u3067\u306f\u3001Excel\u304c\u89e3\u6c7a\u3059\u308b\u554f\u984c\u3088\u308a\u3082\u5f15\u304d\u8d77\u3053\u3059\u554f\u984c\u306e\u65b9\u304c\u591a\u304f\u306a\u3063\u3066\u3057\u307e\u3046\u6bb5\u968e\u306b\u5230\u9054\u3057\u307e\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u8ee2\u63db\u70b9\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u6642\u306b\u8a2a\u308c\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u30c7\u30fc\u30bf\u306e\u7ba1\u7406\u304c\u96e3\u3057\u304f\u306a\u3063\u3066\u304d\u3066\u3044\u308b<\/li>\n\n\n\n<li>\u30c1\u30e3\u30f3\u30b9\u304c\u6b21\u3005\u3068\u898b\u9003\u3055\u308c\u59cb\u3081\u3066\u3057\u307e\u3046<\/li>\n\n\n\n<li>\u55b6\u696d\u5b9f\u7e3e\u306e\u53ef\u8996\u6027\u304c\u9650\u3089\u308c\u59cb\u3081\u308b<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3067\u306f\u3001Excel\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u3053\u3068\u306f\u3001\u30c1\u30fc\u30e0\u306e\u6210\u9577\u3092\u5f8c\u62bc\u3057\u3059\u308b\u3069\u3053\u308d\u304b\u3001\u3080\u3057\u308d\u8db3\u3092\u5f15\u3063\u5f35\u308b\u3053\u3068\u306b\u306a\u308a\u304b\u306d\u307e\u305b\u3093\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u8ab2\u984c\u304c\u55b6\u696d\u3060\u3051\u3067\u306a\u304f\u3001\u8ca1\u52d9\u3001\u5728\u5eab\u7ba1\u7406\u3001\u3042\u308b\u3044\u306f\u696d\u52d9\u904b\u55b6\u306b\u307e\u3067\u53ca\u3076\u5834\u5408\u306f\u3001CRM\u306e\u4ee3\u308f\u308a\u306b\u3001\u3042\u308b\u3044\u306fCRM\u3068\u4f75\u305b\u3066 <a href=\"https:\/\/www.calsoft.com\/ja\/solutions\/microsoft-dynamics-erp%e3%82%bd%e3%83%aa%e3%83%a5%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3\/\">ERP\u30b7\u30b9\u30c6\u30e0 <\/a> \u306e\u5c0e\u5165\u304c\u5fc5\u8981\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.calsoft.com\/ja\/%e3%81%aa%e3%81%9c%e4%bc%81%e6%a5%ad%e3%81%afexcel%e3%81%8b%e3%82%89erp%e3%81%ab%e7%a7%bb%e8%a1%8c%e3%81%97%e3%81%a6%e3%81%84%e3%82%8b%e3%81%ae%e3%81%8b%ef%bc%9f\/\">Excel\u304b\u3089ERP\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u79fb\u884c\u6642\u671f\u306b\u3064\u3044\u3066\u306f<\/a><br\/><br\/>\u8a73\u3057\u304f\u306f\u3053\u3061\u3089\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"h-take-the-next-step-evaluate-your-sales-process\">\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u3078\uff1a\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u8a55\u4fa1\u3059\u308b<\/h2>\n\n<p class=\"wp-block-paragraph\">\u3082\u3057\u30c1\u30fc\u30e0\u304c\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u69cb\u7bc9\u3088\u308a\u3082\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u66f4\u65b0\u306b\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u308b\u306a\u3089\u3001\u55b6\u696d\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u79fb\u884c\u3092\u691c\u8a0e\u3059\u3079\u304d\u6642\u671f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.calsoft.com\/ja\/?page_id=21029\">Microsoft Dynamics 365 CRM<\/a> \u306f\u3001\u55b6\u696d\u3001\u9867\u5ba2\u95a2\u4fc2\u3001\u304a\u3088\u3073\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u6d3b\u52d5\u3092 1 \u3064\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">Dynamics 365 \u3092\u4f7f\u7528\u3059\u308b\u3068\u3001\u6b21\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u3059\u3079\u3066\u306e\u898b\u8fbc\u307f\u5ba2\u3001\u9023\u7d61\u5148\u3001\u5546\u8ac7\u30921\u304b\u6240\u3067\u7ba1\u7406<\/li>\n\n\n\n<li>\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3084\u55b6\u696d\u6d3b\u52d5\u3092\u81ea\u52d5\u5316<\/li>\n\n\n\n<li>\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u72b6\u6cc1\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u628a\u63e1<\/li>\n\n\n\n<li>\u6b63\u78ba\u306a\u4e88\u6e2c\u3068\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210<\/li>\n\n\n\n<li>\u55b6\u696d\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u304a\u3088\u3073\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u5404\u30c1\u30fc\u30e0\u3092\u9023\u643a\u3055\u305b\u308b<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306f\u5358\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306b\u4e00\u8cab\u6027\u3001\u53ef\u8996\u6027\u3001\u305d\u3057\u3066\u52b9\u7387\u6027\u3092\u3082\u305f\u3089\u3059\u624b\u6bb5\u306a\u306e\u3067\u3059\u3002<\/p>\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\" id=\"h-why-work-with-calsoft\">\u306a\u305c\u30ab\u30eb\u30bd\u30d5\u30c8\u3092\u9078\u3076\u3079\u304d\u306a\u306e\u304b\uff1f<\/h3>\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306aCRM\u3092\u9078\u3076\u3053\u3068\u306f\u3001\u305d\u306e\u30d7\u30ed\u30bb\u30b9\u306e\u4e00\u90e8\u306b\u904e\u304e\u307e\u305b\u3093\u3002\u771f\u306e\u6210\u679c\u3092\u3082\u305f\u3089\u3059\u306e\u306f\u3001\u5c0e\u5165\u3068\u5b9a\u7740\u3067\u3059\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">Calsoft\u306f\u3001\u4f01\u696d\u306e\u4ee5\u4e0b\u306e\u696d\u52d9\u3092\u652f\u63f4\u3057\u307e\u3059\uff1a<\/p>\n\n<ul class=\"wp-block-list\">\n<li>CRM\u304c\u81ea\u793e\u306b\u9069\u3057\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u3092\u691c\u8a0e\u3059\u308b<\/li>\n\n\n\n<li>\u81ea\u793e\u306e\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u306b\u5408\u308f\u305b\u305f\u30b7\u30b9\u30c6\u30e0\u3092\u8a2d\u8a08\u3059\u308b<\/li>\n\n\n\n<li>Excel\u3084\u305d\u306e\u4ed6\u306e\u30c4\u30fc\u30eb\u304b\u3089\u30c7\u30fc\u30bf\u3092\u79fb\u884c\u3059\u308b<\/li>\n\n\n\n<li>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u81ea\u52d5\u5316\u3001\u304a\u3088\u3073\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u306e\u8a2d\u5b9a<\/li>\n\n\n\n<li>\u30c1\u30fc\u30e0\u5168\u4f53\u3067\u30e6\u30fc\u30b6\u30fc\u304c\u5186\u6ed1\u306b\u5c0e\u5165\u3067\u304d\u308b\u3088\u3046\u5fb9\u5e95\u3059\u308b<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">Microsoft Dynamics 365\u306b\u95a2\u3059\u308b\u6df1\u3044\u5c02\u9580\u77e5\u8b58\u3092\u6301\u3064Calsoft\u306f\u3001\u6e2c\u5b9a\u53ef\u80fd\u3067\u5177\u4f53\u7684\u306a\u6210\u679c\u3092\u3082\u305f\u3089\u3059\u5b9f\u8df5\u7684\u306a\u5c0e\u5165\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<div style=\"height:79px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>\u6210\u9577\u4e2d\u306e\u4f01\u696d\u306e\u591a\u304f\u306b\u3068\u3063\u3066\u3001Excel\u304b\u3089CRM\u3078\u306e\u79fb\u884c\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d7\u30ed\u30bb\u30b9\u304c\u55b6\u696d\u5b9f\u7e3e\u306e\u4f38\u3073\u3092\u59a8\u3052\u59cb\u3081\u305f\u6642\u70b9\u3067\u884c\u308f\u308c\u308b\u3082\u306e\u3067\u3059\u3002<\/strong><\/p>\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-luminous-vivid-orange-background-color has-background wp-element-button\" href=\"https:\/\/www.calsoft.com\/ja\/%e3%81%8a%e5%95%8f%e3%81%84%e5%90%88%e3%81%9b\/\"><strong>CRM\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u306b\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044<\/strong><\/a><\/div>\n<\/div>\n\n<div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1779993678836\"><strong class=\"schema-faq-question\"><strong>Excel\u3068CRM\u30b7\u30b9\u30c6\u30e0\u306e\u4e3b\u306a\u9055\u3044\u306f\u4f55\u3067\u3059\u304b\uff1f<\/strong><\/strong> <p class=\"schema-faq-answer\">Excel\u306f\u30c7\u30fc\u30bf\u3092\u6574\u7406\u3059\u308b\u305f\u3081\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u30c4\u30fc\u30eb\u3067\u3042\u308b\u306e\u306b\u5bfe\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u9867\u5ba2\u95a2\u4fc2\u3001\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3001\u304a\u3088\u3073\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002CRM\u306b\u306f\u3001Excel\u3067\u306f\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u3066\u3044\u306a\u3044\u81ea\u52d5\u5316\u6a5f\u80fd\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u306e\u53ef\u8996\u5316\u6a5f\u80fd\u3001\u304a\u3088\u3073\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u304c\u5099\u308f\u3063\u3066\u3044\u307e\u3059\u3002<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1779993696627\"><strong class=\"schema-faq-question\"><strong>\u4e2d\u5c0f\u4f01\u696d\u306f\u3001\u3044\u3064Excel\u304b\u3089CRM\u306b\u79fb\u884c\u3059\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff1f<\/strong><\/strong> <p class=\"schema-faq-answer\">\u4e2d\u5c0f\u4f01\u696d\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u7ba1\u7406\u306b\u6642\u9593\u304c\u304b\u304b\u308a\u3059\u304e\u305f\u308a\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u898b\u9003\u3057\u305f\u308a\u3001\u3042\u308b\u3044\u306f\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u4f53\u7cfb\u5316\u3084\u53ef\u8996\u5316\u304c\u5fc5\u8981\u306b\u306a\u3063\u305f\u5834\u5408\u306b\u306f\u3001Excel\u304b\u3089CRM\u3078\u306e\u79fb\u884c\u3092\u691c\u8a0e\u3059\u3079\u304d\u3067\u3059\u3002<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1779993708843\"><strong class=\"schema-faq-question\"><strong>\u58f2\u4e0a\u7ba1\u7406\u306b\u306fExcel\u3060\u3051\u3067\u5341\u5206\u3067\u3057\u3087\u3046\u304b\uff1f<\/strong><\/strong> <p class=\"schema-faq-answer\">Excel\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u304c\u5358\u7d14\u306a\u5c0f\u898f\u6a21\u306a\u30c1\u30fc\u30e0\u306b\u304a\u3051\u308b\u57fa\u672c\u7684\u306a\u58f2\u4e0a\u7ba1\u7406\u306b\u306f\u5f79\u7acb\u3061\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u81ea\u52d5\u5316\u6a5f\u80fd\u3084\u62e1\u5f35\u6027\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u5206\u6790\u6a5f\u80fd\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u306b\u4f34\u3044\u3001\u305d\u306e\u9650\u754c\u304c\u9732\u5448\u3057\u3066\u304d\u307e\u3059\u3002<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1779993722405\"><strong class=\"schema-faq-question\"><strong>Excel\u306fCRM\u3068\u3057\u3066\u4f7f\u7528\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><\/strong> <p class=\"schema-faq-answer\">Excel\u306f\u3001\u9023\u7d61\u5148\u3084\u5546\u8ac7\u3092\u8ffd\u8de1\u3059\u308b\u305f\u3081\u306e\u57fa\u672c\u7684\u306aCRM\u3068\u3057\u3066\u5229\u7528\u3067\u304d\u307e\u3059\u304c\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u6d3b\u52d5\u5c65\u6b74\u306e\u8ffd\u8de1\u3001\u9867\u5ba2\u60c5\u5831\u306e\u96c6\u4e2d\u7ba1\u7406\u3068\u3044\u3063\u305f\u3001CRM\u306b\u4e0d\u53ef\u6b20\u306a\u6a5f\u80fd\u306f\u5099\u3048\u3066\u3044\u307e\u305b\u3093\u3002<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1779993741956\"><strong class=\"schema-faq-question\"><strong>CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u5927\u4f01\u696d\u3060\u3051\u306e\u3082\u306e\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/strong><\/strong> <p class=\"schema-faq-answer\">\u3044\u3044\u3048\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3042\u3089\u3086\u308b\u898f\u6a21\u306e\u4f01\u696d\u3067\u5229\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u5c0f\u898f\u6a21\u4f01\u696d\u3084\u6210\u9577\u4e2d\u306e\u4f01\u696d\u306f\u3001CRM\u306b\u3088\u3063\u3066\u65e9\u3044\u6bb5\u968e\u304b\u3089\u4f53\u5236\u3092\u6574\u3048\u3001\u6210\u9577\u3092\u652f\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u6700\u3082\u5927\u304d\u306a\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u591a\u3044\u306e\u3067\u3059\u3002<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1779993748899\"><strong class=\"schema-faq-question\"><strong>CRM\u3068ERP\u306e\u3069\u3061\u3089\u304c\u5fc5\u8981\u304b\u3001\u3069\u3046\u3059\u308c\u3070\u5224\u65ad\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><\/strong> <p class=\"schema-faq-answer\">CRM\u306f\u3001\u55b6\u696d\u3001\u9867\u5ba2\u95a2\u4fc2\u3001\u304a\u3088\u3073\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306e\u7ba1\u7406\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001ERP\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u8ca1\u52d9\u3001\u5728\u5eab\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306a\u3069\u3001\u3088\u308a\u5e83\u7bc4\u306a\u696d\u52d9\u904b\u55b6\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u62b1\u3048\u3066\u3044\u308b\u8ab2\u984c\u304c\u4e3b\u306b\u55b6\u696d\u95a2\u9023\u306e\u3082\u306e\u3067\u3042\u308b\u5834\u5408\u3001\u901a\u5e38\u306fCRM\u304b\u3089\u5c0e\u5165\u3059\u308b\u306e\u304c\u9069\u5207\u3067\u3059\u3002<\/p> <\/div> <\/div>\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u591a\u304f\u306e\u4f01\u696d\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3001\u898b\u8fbc\u307f\u5ba2\u3001\u8ca9\u58f2\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u8ffd\u8de1\u3092Excel\u304b\u3089\u59cb\u3081\u307e\u3059\u3002Excel\u306f\u67d4\u8edf\u6027\u304c\u3042\u308a\u3001\u4f7f\u3044\u6163\u308c\u3066\u3044\u308b\u4e0a\u3001\u5c0e\u5165\u3082\u7c21\u5358\u3060\u304b\u3089\u3067\u3059\u3002 \u3057\u304b\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u304c\u6210\u9577\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u304b\u3064\u3066\u306f\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u305f\u3053\u3068\u304c\u3001\u304b\u3048\u3063\u3066\u696d\u52d9\u306e\u8db3\u304b\u305b\u306b\u306a\u308a\u59cb\u3081\u307e\u3059\u3002\u5546\u8ac7\u306e\u8ffd\u8de1\u304c\u96e3\u3057\u304f\u306a\u308a\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u898b\u9003\u3059\u3088\u3046\u306b\u306a\u308a\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306b\u5fc5\u8981\u4ee5\u4e0a\u306e\u6642\u9593\u304c\u304b\u304b\u3063\u3066\u3057\u307e\u3046\u306e\u3067\u3059\u3002 \u305d\u306e\u6642\u70b9\u3067\u3001\u554f\u984c\u306f\u300cExcel\u304c\u6a5f\u80fd\u3059\u308b\u304b\u300d\u3067\u306f\u306a\u304f\u3001\u300cExcel\u304c\u4f9d\u7136\u3068\u3057\u3066\u81ea\u793e\u306e\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u9069\u3057\u305f\u30c4\u30fc\u30eb\u3067\u3042\u308b\u304b\u300d\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002 \u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001Excel\u304b\u3089CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u79fb\u884c\u304c\u9069\u5207\u3068\u306a\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u3084\u3001\u305d\u306e\u5224\u65ad\u6750\u6599\u3068\u306a\u308b\u91cd\u8981\u306a\u5146\u5019\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002 Excel\u304b\u3089CRM\u3078\u306e\u79fb\u884c\u306b\u6700\u9069\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u306f\uff1f 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\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u3001\u9023\u7d61\u5148\u3001\u898b\u8fbc\u307f\u5ba2\u30ea\u30b9\u30c8\u3001\u304a\u3088\u3073\u55b6\u696d\u6d3b\u52d5\u306f\u3001\u901a\u5e38\u3001\u4f53\u7cfb\u7684\u306a\u79fb\u884c\u30c4\u30fc\u30eb\u3068\u30b5\u30dd\u30fc\u30c8\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306b\u53d6\u308a\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 \u591a\u304f\u306e\u7d44\u7e54\u306b\u3068\u3063\u3066\u3001\u6700\u5927\u306e\u8ab2\u984c\u306f\u6280\u8853\u305d\u306e\u3082\u306e\u306b\u3042\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3088\u308a\u4e00\u8cab\u6027\u306e\u3042\u308b\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u69cb\u7bc9\u3057\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u900f\u660e\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u3053\u305d\u304c\u8ab2\u984c\u306a\u306e\u3067\u3059\u3002 CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306f\u3001\u5fc5\u305a\u3057\u3082\u3059\u3050\u306b\u672c\u683c\u7684\u306aERP\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u591a\u304f\u306e\u4f01\u696d\u3067\u306f\u3001\u307e\u305aCRM\u3092\u5c0e\u5165\u3057\u3066\u8ca9\u58f2\u5b9f\u7e3e\u306e\u8ffd\u8de1\u3084\u9867\u5ba2\u7ba1\u7406\u3092\u6539\u5584\u3057\u3001\u305d\u306e\u5f8c\u3001\u696d\u52d9\u4e0a\u306e\u30cb\u30fc\u30ba\u304c\u9ad8\u307e\u3063\u305f\u6bb5\u968e\u3067\u30b7\u30b9\u30c6\u30e0\u3092\u62e1\u5f35\u3057\u3066\u3044\u307e\u3059\u3002 Excel\u304b\u3089CRM\u30b7\u30b9\u30c6\u30e0\u306b\u5207\u308a\u66ff\u3048\u308b\u3068\u3069\u3046\u306a\u308b\u306e\u304b\uff1f 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