{"id":34971,"date":"2026-10-27T08:23:24","date_gmt":"2026-10-26T23:23:24","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=34971"},"modified":"2026-10-27T08:23:26","modified_gmt":"2026-10-26T23:23:26","slug":"jp-crm-selection-checklist","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/jp\/blog\/jp-crm-selection-checklist\/","title":{"rendered":"\u3010\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u4ed8\u304d\u3011\u305d\u306eCRM\u30013\u5e74\u5f8c\u3082\u4f7f\u3048\u307e\u3059\u304b\u3002\u5c0e\u5165\u5f8c\u306e\u5f8c\u6094\u3092\u9632\u30504\u3064\u306e\u57fa\u6e96"},"content":{"rendered":"\n<section class=\"key-takeaways wp-block-salesforce-blog-key-takeaways\" aria-label=\"Key Takeaways\">\n\t<div class=\"wp-block-salesforce-blog-key-takeaways__inner\">\n\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__header\">\n\t\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__title\">\n\t\t\t\t<h2 class=\"wp-block-salesforce-blog-key-takeaways__title-text\">\n\t\t\t\t\tKey Takeaways\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<button \n\t\t\tid=\"wp-block-salesforce-blog-key-takeaways-button\"\n\t\t\tclass=\"wp-block-salesforce-blog-key-takeaways__button\"\n\t\t\taria-controls=\"wp-block-salesforce-blog-key-takeaways-content\"\n\t\t\taria-expanded=\"false\"\n\t\t\taria-label=\"\n\t\t\tToggle Key Takeaways content\t\t\t\"\n\t\t>\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" fill=\"none\" viewbox=\"0 0 22 22\" aria-hidden=\"true\"><path fill=\"url(#a)\" d=\"M17.401 6.445a1.525 1.525 0 0 1 2.153 0 1.517 1.517 0 0 1 0 2.149l-7.977 7.961a1.526 1.526 0 0 1-2.154 0L1.446 8.594a1.517 1.517 0 0 1 0-2.149 1.524 1.524 0 0 1 2.153 0l6.9 6.886z\" \/><defs><linearGradient id=\"a\" x2=\"10.5\" y2=\"17\" gradientunits=\"userSpaceOnUse\"><stop stop-color=\"#BA01FF\" \/><stop offset=\"1\" stop-color=\"#0250D9\" 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class=\"wp-block-list\">\n<li>CRM\u9078\u5b9a\u306e\u5931\u6557\u306f\u5c0e\u5165\u201c\u524d\u201d\u3067\u306f\u306a\u304f\u201c\u3042\u3068\u201d\u306b\u8d77\u304d\u308b\u30021\u5e74\u76ee\u30fb2\u5e74\u76ee\u30fb3\u5e74\u76ee\u306b\u3001\u5f62\u3092\u5909\u3048\u305f\u58c1\u304c\u73fe\u308c\u308b\u3002<\/li>\n\n\n\n<li>\u9078\u5b9a\u6642\u306b\u898b\u3048\u3066\u3044\u308b\u306e\u306f\u3001\u6210\u5426\u3092\u6c7a\u3081\u308b\u8981\u7d20\u306e\u308f\u305a\u304b\u7d0410%\u3002\u6b8b\u308a\u306f\u6c34\u9762\u4e0b\u306b\u96a0\u308c\u3066\u3044\u308b\u3002<\/li>\n\n\n\n<li>\u6a5f\u80fd\u4e00\u89a7\u306e\u6bd4\u8f03\u3067\u306f\u5dee\u304c\u3064\u304b\u306a\u3044\u3002\u554f\u3046\u3079\u304d\u306f\u300c3\u5e74\u5f8c\u3082\u3001\u81ea\u793e\u3067\u4f7f\u3044\u7d9a\u3051\u3089\u308c\u308b\u304b\u300d\u3002<\/li>\n\n\n\n<li>\u898b\u6975\u3081\u308b\u8ef8\u306f4\u3064\u3002\u300c\u691c\u7d22\u30fb\u6d3b\u7528\u300d\u300c\u5206\u6790\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u300d\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u300d\u300c\u5b89\u5fc3\u30fb\u5b89\u5168\u300d\u306e\u5404\u57fa\u76e4\u3002<\/li>\n\n\n\n<li>\u9078\u3076\u524d\u306b\u3084\u308b\u3079\u304d\u306f\u3001\u73fe\u5834\u3068\u60c5\u30b7\u30b9\u4e21\u65b9\u3067\u306e\u8a55\u4fa1\u3068\u30013\u5e74\u5f8c\u306e\u4f7f\u3044\u65b9\u3092\u5b9f\u30c7\u30fc\u30bf\u3067\u8a66\u3059\u691c\u8a3c<\/li>\n<\/ul>\n\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<footer class=\"wp-block-salesforce-blog-key-takeaways__footer\">\n\t\t\t\t\tThis summary was created with AI and reviewed by an editor.\t\t\t\t<\/footer>\n\t\t\t\t\t\t<\/div>\n<\/section>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3084SFA\u306e\u9078\u5b9a\u306f\u3001\u300c\u5fc5\u8981\u306a\u6a5f\u80fd\u304c\u63c3\u3063\u3066\u3044\u308b\u304b\u300d\u300c\u30b3\u30b9\u30c8\u306f\u6291\u3048\u3089\u308c\u308b\u304b\u300d\u3067\u5224\u65ad\u3057\u304c\u3061\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u591a\u304f\u306e\u4f01\u696d\u304c\u3064\u307e\u305a\u304f\u306e\u306f\u3001\u5c0e\u5165\u3057\u305f\u201c\u3042\u3068\u201d\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1\u5e74\u76ee\u306b\u300c\u55b6\u696d\u304c\u5165\u529b\u305b\u305aExcel\u306b\u623b\u308b\u300d\u30012\u5e74\u76ee\u306b\u300c\u30c7\u30fc\u30bf\u306f\u6e9c\u307e\u308b\u304c\u6210\u679c\u306b\u3064\u306a\u304c\u3089\u306a\u3044\u300d\u30013\u5e74\u76ee\u306b\u300cAI\u6d3b\u7528\u3084\u4ed6\u30b7\u30b9\u30c6\u30e0\u9023\u643a\u306b\u5bfe\u5fdc\u3067\u304d\u305a\u982d\u6253\u3061\u306b\u306a\u308b\u300d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u58c1\u3092\u8d8a\u3048\u308b\u305f\u3073\u306b\u9078\u3073\u76f4\u3057\u3001\u305d\u306e\u305f\u3073\u306b\u5927\u304d\u306a\u30b3\u30b9\u30c8\u3068\u5de5\u6570\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u3067\u306f\u3001\u300c3\u5e74\u5f8c\u3082\u4f7f\u3048\u308bCRM\u300d\u306f\u3001\u4f55\u3092\u898b\u308c\u3070\u5206\u304b\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n\n\n\n<div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><h2>\u76ee\u6b21<\/h2><ul><li><a href=\"#h-\u3064\u307e\u305a\u304f\u306e\u306f-\u5c0e\u5165\u5f8c-\u58c1\u306f3\u5e74\u304b\u3051\u3066\u3084\u3063\u3066\u304f\u308b\" data-level=\"2\">\u3064\u307e\u305a\u304f\u306e\u306f\u3001\u5c0e\u5165\u5f8c\u3002\u58c1\u306f3\u5e74\u304b\u3051\u3066\u3084\u3063\u3066\u304f\u308b<\/a><\/li><li><a href=\"#h-\u9078\u5b9a\u6642\u306b\u898b\u3048\u3066\u3044\u308b\u306e\u306f-\u6210\u5426\u306e-\u7d0410-\u3060\u3051\" data-level=\"2\">\u9078\u5b9a\u6642\u306b\u898b\u3048\u3066\u3044\u308b\u306e\u306f\u3001\u6210\u5426\u306e\u201c\u7d0410%\u201d\u3060\u3051<\/a><\/li><li><a href=\"#h-3\u5e74\u5f8c\u3082\u4f7f\u3048\u308b-\u3092\u898b\u6975\u3081\u308b4\u3064\u306e\u57fa\u76e4\" data-level=\"2\">\u300c3\u5e74\u5f8c\u3082\u4f7f\u3048\u308b\u300d\u3092\u898b\u6975\u3081\u308b4\u3064\u306e\u57fa\u76e4<\/a><\/li><li><a href=\"#h-\u9078\u3076\u524d\u306b\u3084\u308b\u3079\u304d3\u3064\u306e\u3053\u3068\" data-level=\"2\">\u9078\u3076\u524d\u306b\u3084\u308b\u3079\u304d3\u3064\u306e\u3053\u3068<\/a><\/li><\/ul><\/div>\n\n\n\n<h2 id=\"h-\u3064\u307e\u305a\u304f\u306e\u306f-\u5c0e\u5165\u5f8c-\u58c1\u306f3\u5e74\u304b\u3051\u3066\u3084\u3063\u3066\u304f\u308b\" class=\"wp-block-heading\"><strong>\u3064\u307e\u305a\u304f\u306e\u306f\u3001\u5c0e\u5165\u5f8c\u3002\u58c1\u306f3\u5e74\u304b\u3051\u3066\u3084\u3063\u3066\u304f\u308b<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u9078\u5b9a\u306e\u524d\u306b\u3001\u591a\u304f\u306e\u4f01\u696d\u306f3\u3064\u306e\u4e0d\u5b89\u3092\u62b1\u3048\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u300c\u6a5f\u80fd\u3060\u3051\u898b\u308b\u3068\u3069\u308c\u3082\u540c\u3058\u306b\u898b\u3048\u308b\u300d\u300c\u4f7f\u3044\u3053\u306a\u305b\u305a\u306b\u89e3\u7d04\u3057\u305f\u8a71\u3092\u805e\u304f\u304c\u3001\u81ea\u793e\u306f\u5927\u4e08\u592b\u304b\u300d\u300c\u4e8b\u696d\u62e1\u5927\u3084\u5e02\u5834\u5909\u5316\u3067\u30b7\u30b9\u30c6\u30e0\u304c\u9673\u8150\u5316\u3057\u306a\u3044\u304b\u300d\u3002\u305d\u3057\u3066\u3001\u8981\u4ef6\u3068\u3057\u3066\u8868\u306b\u51fa\u306b\u304f\u30444\u3064\u76ee\u304c\u3001\u300c\u5b89\u5168\u306b\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6271\u3048\u308b\u304b\u300d\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u3053\u306e\u4e0d\u5b89\u306f\u3001\u6f20\u7136\u3068\u3057\u305f\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5c0e\u5165\u5f8c\u3001\u5177\u4f53\u7684\u306a\u58c1\u3068\u3057\u3066\u73fe\u308c\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1\u5e74\u76ee\u306f\u300c\u5b9a\u7740\u300d\u306e\u58c1\u3002\u55b6\u696d\u304c\u5165\u529b\u305b\u305a\u3001\u7d50\u5c40Excel\u306b\u623b\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2\u5e74\u76ee\u306f\u300c\u6d3b\u7528\u300d\u306e\u58c1\u3002\u30c7\u30fc\u30bf\u306f\u6e9c\u307e\u3063\u305f\u306e\u306b\u3001\u6b21\u306e\u5546\u8ac7\u3084\u53d7\u6ce8\u306b\u3064\u306a\u304c\u3089\u306a\u3044\u201c\u305f\u3060\u306e\u7bb1\u201d\u306b\u306a\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3\u5e74\u76ee\u306f\u300c\u767a\u5c55\u300d\u306e\u58c1\u3002AI\u6d3b\u7528\u3084\u4ed6\u30b7\u30b9\u30c6\u30e0\u9023\u643a\u306b\u5bfe\u5fdc\u3067\u304d\u305a\u3001\u982d\u6253\u3061\u306b\u306a\u308b\u3002\u58c1\u3092\u8d8a\u3048\u3066\u3082\u307e\u305f\u6b21\u306e\u58c1\u304c\u73fe\u308c\u3001\u305d\u306e\u305f\u3073\u306b\u30ea\u30d7\u30ec\u30fc\u30b9\u304c\u767a\u751f\u3057\u3001\u5927\u304d\u306a\u30b3\u30b9\u30c8\u3068\u5de5\u6570\u304c\u30d3\u30b8\u30cd\u30b9\u6210\u9577\u306e\u8db3\u304b\u305b\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 id=\"h-\u9078\u5b9a\u6642\u306b\u898b\u3048\u3066\u3044\u308b\u306e\u306f-\u6210\u5426\u306e-\u7d0410-\u3060\u3051\" class=\"wp-block-heading\"><strong>\u9078\u5b9a\u6642\u306b\u898b\u3048\u3066\u3044\u308b\u306e\u306f\u3001\u6210\u5426\u306e\u201c\u7d0410%\u201d\u3060\u3051<\/strong><\/h2>\n\n\n\n<p 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wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">\u3010\u30ac\u30a4\u30c9\u3011\u5b9a\u7740\u30fb\u6d3b\u7528\u30fb\u767a\u5c55\u306e\u58c1\u3092\u3001\u9078\u5b9a\u524d\u306b\u898b\u629c\u304f<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">CRM\u306e\u3064\u307e\u305a\u304d\u306f\u5c0e\u5165\u5f8c\u306b\u8d77\u3053\u308a\u307e\u3059\u30021\u5e74\u76ee\u306f\u5b9a\u7740\u30012\u5e74\u76ee\u306f\u6d3b\u7528\u30013\u5e74\u76ee\u306f\u767a\u5c55\u3068\u3001\u5f62\u3092\u5909\u3048\u3066\u58c1\u304c\u73fe\u308c\u307e\u3059\u3002AI\u6642\u4ee3\u306b\u5931\u6557\u3057\u306a\u3044\u305f\u3081\u306e\u300c4\u3064\u306e\u57fa\u6e96\u300d\u3092\u3001\u9078\u5b9a\u524d\u306b\u78ba\u8a8d\u3067\u304d\u308b\u8cc7\u6599\u306b\u307e\u3068\u3081\u307e\u3057\u305f\u3002\u7121\u6599\u3067\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/jp\/agentforce\/resources\/jp-4-criteria-for-selecting-a-crm\/?d=blog-body-cta-banner1\">\u7121\u6599\u3067\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3059\u308b<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/jp\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/jp-4-criteria-for-selecting-a-crm-form.png\" class=\"attachment-full size-full\" alt=\"\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 id=\"h-3\u5e74\u5f8c\u3082\u4f7f\u3048\u308b-\u3092\u898b\u6975\u3081\u308b4\u3064\u306e\u57fa\u76e4\" class=\"wp-block-heading\"><strong>\u300c3\u5e74\u5f8c\u3082\u4f7f\u3048\u308b\u300d\u3092\u898b\u6975\u3081\u308b4\u3064\u306e\u57fa\u76e4<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u304b\u3089\u306f\u3001\u8a55\u4fa1\u3059\u3079\u304d4\u3064\u306e\u57fa\u76e4\u3092\u9806\u306b\u898b\u3066\u3044\u304d\u307e\u3059\u3002\u3044\u305a\u308c\u3082\u3001\u4e00\u822c\u7684\u306a\u9078\u5b9a\u30dd\u30a4\u30f3\u30c8\u3092\u300c\u5229\u7528\u5b9a\u7740\u307e\u3067\u898b\u636e\u3048\u305f\u30dd\u30a4\u30f3\u30c8\u300d\u3078\u3068\u4e00\u6bb5\u6df1\u3081\u308b\u554f\u3044\u304c\u30ab\u30ae\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6ae0d16491ac6&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6ae0d16491ac6\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"560\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/jp\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/jp-crm-selection-checklist-img02.jpg?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-35077\" style=\"aspect-ratio:1.7815533980582525\" srcset=\"https:\/\/www.salesforce.com\/jp\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/jp-crm-selection-checklist-img02.jpg 1000w, https:\/\/www.salesforce.com\/jp\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/jp-crm-selection-checklist-img02.jpg?w=300&amp;h=168 300w, https:\/\/www.salesforce.com\/jp\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/jp-crm-selection-checklist-img02.jpg?w=768&amp;h=430 768w, https:\/\/www.salesforce.com\/jp\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/jp-crm-selection-checklist-img02.jpg?w=150&amp;h=84 150w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h3 id=\"h-1-\u30c7\u30fc\u30bf\u691c\u7d22-\u6d3b\u7528\u57fa\u76e4-\u5fc5\u8981\u306a\u6642\u306b\u6a2a\u65ad\u7684\u306b\u63a2\u3057\u51fa\u305b\u308b\u304b\" class=\"wp-block-heading\"><strong>\u30101.\u30c7\u30fc\u30bf\u691c\u7d22\u30fb\u6d3b\u7528\u57fa\u76e4\u3011\u5fc5\u8981\u306a\u6642\u306b\u6a2a\u65ad\u7684\u306b\u63a2\u3057\u51fa\u305b\u308b\u304b<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u691c\u7d22\u3057\u305f\u306e\u306b\u51fa\u3066\u3053\u305a\u624b\u4f5c\u696d\u30671\u4ef6\u305a\u3064\u63a2\u3059\u3002\u300c\u4eca\u6708\u306e\u53d7\u6ce8\u4e88\u5b9a\u300d\u3092\u898b\u308b\u3060\u3051\u3067\u753b\u9762\u3092\u4f55\u5ea6\u3082\u884c\u304d\u6765\u3059\u308b\u3002\u6dfb\u4ed8\u8cc7\u6599\u306f\u7d50\u5c40\u3001\u62c5\u5f53\u8005\u306b\u300c\u3042\u308c\u3069\u3053\uff1f\u300d\u3068\u805e\u304f\u5c5e\u4eba\u5316\u306b\u9665\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u691c\u7d22\u304c\u5f31\u3044\u30c4\u30fc\u30eb\u306f\u3001\u73fe\u5834\u306eCRM\u96e2\u308c\u3092\u62db\u304d\u307e\u3059\u3002\u4e00\u822c\u7684\u306b\u306f\u300c\u307b\u3057\u3044\u60c5\u5831\u304c\u898b\u3064\u304b\u308b\u304b\u300d\u3067\u8003\u3048\u304c\u3061\u3067\u3059\u304c\u3001\u554f\u3046\u3079\u304d\u306f\u300c\u63a2\u3059\u6642\u9593\u3092\u306a\u304f\u3057\u3001\u73fe\u5834\u304c\u4f7f\u3044\u7d9a\u3051\u3089\u308c\u308b\u304b\u300d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ab\u30ae\u306f\u3001\u691c\u7d22\u7a93\u3084\u30c7\u30fc\u30bf\u306e\u7bb1\u304c\u3042\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u30fb\u5546\u8ac7\u30fb\u6d3b\u52d5\u5c65\u6b74\u30fb\u63d0\u6848\u66f8\u306e\u4e2d\u8eab\u307e\u3067\u304c\u6587\u8108\u901a\u308a\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u308b\uff08\u30c7\u30fc\u30bf\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\uff09\u3053\u3068<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<h3 id=\"h-2-\u5206\u6790-\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u57fa\u76e4-\u540c\u3058\u6570\u5b57\u3092\u898b\u3066\u6b21\u306e\u624b\u3092\u6253\u3066\u308b\u304b\" class=\"wp-block-heading\">\u3010<strong>2.\u5206\u6790\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u57fa\u76e4\u3011 \u540c\u3058\u6570\u5b57\u3092\u898b\u3066\u6b21\u306e\u624b\u3092\u6253\u3066\u308b\u304b<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u306b\u3088\u3063\u3066\u898b\u3048\u308b\u6570\u5b57\u304c\u9055\u3044\u3001\u4f1a\u8b70\u304c\u300c\u3069\u308c\u304c\u6b63\u3057\u3044\u6570\u5b57\u304b\u300d\u306e\u7a81\u304d\u5408\u308f\u305b\u3067\u7d42\u308f\u308b\u3002\u30b0\u30e9\u30d5\u3092\u30af\u30ea\u30c3\u30af\u3057\u3066\u3082\u8a73\u7d30\u304c\u9023\u52d5\u305b\u305a\u3001\u539f\u56e0\u3092\u6df1\u6398\u308a\u3067\u304d\u306a\u3044\u3002\u4f3c\u305f\u30ec\u30dd\u30fc\u30c8\u304c\u4e71\u7acb\u3057\u3001\u4fee\u6b63\u306e\u305f\u3073\u306b\u60c5\u30b7\u30b9\u3078\u4f9d\u983c\u304c\u96c6\u4e2d\u3059\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306b\u306f\u300c\u53ef\u8996\u5316\u3067\u304d\u308b\u304b\u300d\u3067\u3059\u304c\u3001<strong>\u554f\u3046\u3079\u304d\u306f\u300c\u898b\u305f\u3044\u6570\u5b57\u304c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306b\u898b\u3048\u3001\u6b21\u306e\u624b\u304c\u6253\u3066\u308b\u304b\u300d\u3002<\/strong>\u300c\u30af\u30ed\u30b9\u96c6\u8a08\u304c\u4e0d\u53ef\u300d\u300c\u8868\u793a\u4e0a\u9650500\u500b\u300d\u3068\u3044\u3063\u305f\u5236\u7d04\u306f\u3001\u8981\u4ef6\u5b9a\u7fa9\u306e\u6bb5\u968e\u3067\u306f\u898b\u3048\u306b\u304f\u304f\u3001\u904b\u7528\u958b\u59cb\u5f8c\u306b\u52b9\u3044\u3066\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 id=\"h-3-ai\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u57fa\u76e4-\u8caf\u3081\u305f\u30c7\u30fc\u30bf\u3092ai\u304c\u6210\u679c\u306b\u5909\u3048\u3089\u308c\u308b\u304b\" class=\"wp-block-heading\"><strong>\u30103. AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u57fa\u76e4\u3011\u8caf\u3081\u305f\u30c7\u30fc\u30bf\u3092AI\u304c\u6210\u679c\u306b\u5909\u3048\u3089\u308c\u308b\u304b<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u300c\u3053\u306e\u6848\u4ef6\u306e\u72b6\u6cc1\u3092\u6559\u3048\u3066\u300d\u3068\u805e\u3044\u3066\u3082\u3001CRM\u306e\u6b63\u3057\u3044\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304f\u56de\u7b54\u304c\u8fd4\u3089\u306a\u3044\u3002\u5546\u8ac7\u76f4\u5f8c\u306b\u97f3\u58f0\u5165\u529b\u3084AI\u8981\u7d04\u304c\u3067\u304d\u305a\u3001\u5165\u529b\u304c\u5f8c\u56de\u3057\u306b\u306a\u308b\u3002Copilot\uff0fTeams\u3001ChatGPT\u3001Claude\u3001Slack\u3068\u3044\u3063\u305f\u666e\u6bb5\u306e\u30c4\u30fc\u30eb\u304b\u3089\u4f7f\u3048\u306a\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305b\u3063\u304b\u304f\u8caf\u3081\u305f\u30c7\u30fc\u30bf\u3092AI\u304c\u6d3b\u7528\u3067\u304d\u306a\u3051\u308c\u3070\u3001\u610f\u5473\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u554f\u3046\u3079\u304d\u306f\u300cAI\u3067\u6210\u679c\u3092\u9ad8\u3081\u7d9a\u3051\u308b\u57fa\u76e4\u304b\u300d\u3002<strong>\u305d\u306e\u571f\u53f0\u304c\u3001\u9867\u5ba2\u80cc\u666f\u30fb\u5546\u8ac7\u72b6\u6cc1\u30fb\u6d3b\u52d5\u5c65\u6b74\u3092AI\u304c\u6b63\u3057\u304f\u7406\u89e3\u3059\u308b\u300c\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8AI\u30c7\u30fc\u30bf\u57fa\u76e4\u300d<\/strong>\u3067\u3059\u3002Salesforce\u306eAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300c<a href=\"https:\/\/www.salesforce.com\/jp\/agentforce\/\" data-type=\"link\" data-id=\"https:\/\/www.salesforce.com\/jp\/agentforce\/\">Agentforce\uff08\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30d5\u30a9\u30fc\u30b9\uff09<\/a>\u300d\u3082\u3001\u3053\u306e\u57fa\u76e4\u3067\u52d5\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">\u3010\u30ac\u30a4\u30c9\u3011AI\u6642\u4ee3\u306eCRM\u9078\u5b9a\u3001\u898b\u308b\u3079\u304d\u30dd\u30a4\u30f3\u30c8\u306f\uff1f<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u524d\u63d0\u306b\u3059\u308b\u3068\u3001CRM\u306b\u6c42\u3081\u308b\u6761\u4ef6\u306f\u5909\u308f\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u57fa\u76e4\u3001\u5206\u6790\u3001AI\u6d3b\u7528\u3001\u904b\u7528\u7d71\u5236\u306e4\u3064\u306e\u89b3\u70b9\u3067\u3001\u81ea\u793e\u306b\u5408\u3046CRM\u3092\u898b\u6975\u3081\u308b\u65b9\u6cd5\u3092\u89e3\u8aac\u3002Agentforce\u3092\u898b\u636e\u3048\u305f\u9078\u5b9a\u306b\u5f79\u7acb\u3064\u8cc7\u6599\u3092\u7121\u6599\u3067\u914d\u5e03\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/jp\/agentforce\/resources\/jp-4-criteria-for-selecting-a-crm\/?d=blog-body-cta-banner2\">\u30ac\u30a4\u30c9\u3092\u7121\u6599\u3067\u8aad\u3080<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/jp\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/jp-4-criteria-for-selecting-a-crm-form.png\" class=\"attachment-full size-full\" alt=\"\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h3 id=\"h-4-\u5b89\u5fc3-\u5b89\u5168\u904b\u7528\u57fa\u76e4-\u4eba\u304c\u66ff\u308f\u3063\u3066\u3082-\u81ea\u793e\u3067\u56de\u3057\u7d9a\u3051\u3089\u308c\u308b\u304b\" class=\"wp-block-heading\"><strong>\u30104.\u5b89\u5fc3\u30fb\u5b89\u5168\u904b\u7528\u57fa\u76e4\u3011 \u4eba\u304c\u66ff\u308f\u3063\u3066\u3082\u3001\u81ea\u793e\u3067\u56de\u3057\u7d9a\u3051\u3089\u308c\u308b\u304b<\/strong><\/h3>\n\n\n\n<p 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class=\"wp-block-paragraph\"><strong>AI\u304c\u524d\u63d0\u306b\u306a\u308b\u307b\u3069\u3001\u5f93\u6765\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3060\u3051\u3067\u306f\u8db3\u308a\u307e\u305b\u3093\u3002<\/strong>\u554f\u3046\u3079\u304d\u306f\u300c\u4eba\u304c\u66ff\u308f\u3063\u3066\u3082\u3001\u81ea\u793e\u3067\u56de\u3057\u7d9a\u3051\u3089\u308c\u308b\u304b\u300d\u3067\u3059\u3002<\/p>\n\n\n\n<h2 id=\"h-\u9078\u3076\u524d\u306b\u3084\u308b\u3079\u304d3\u3064\u306e\u3053\u3068\" class=\"wp-block-heading\"><strong>\u9078\u3076\u524d\u306b\u3084\u308b\u3079\u304d3\u3064\u306e\u3053\u3068<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u672c\u30ac\u30a4\u30c9\u306f\u3001\u9078\u5b9a\u30d7\u30ed\u30bb\u30b9\u3067\u62bc\u3055\u3048\u308b3\u3064\u306e\u884c\u52d5\u3092\u6319\u3052\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p 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