æ¡çšåãCRMã»ããžãã¹ãœãããŠã§ã¢ã¹ãã«ãã¹ã
å¶æ¥ãããŒã±ãã£ã³ã°ããµããŒãã管çãéçºè·åãã®äžçŽCRMã»ããžãã¹ãœãããŠã§ã¢ãã¹ã5çš®é¡ãæ¯èŒããçµã¿åããæ¹ã確èªã§ããŸãã
ç°¡åã«èšããš
ããã5ã€ã®ãã¹ãã¯ãé£æåºŠãäžçŽãæèŠæéã10åã®éžæåŒã§ããHubSpot CRMãSalesforce CRMãZoho CRMã®å®åã¹ãã«ã«å ããSalesforceãšDynamics 365ã®éçºã¹ãã«ãè©äŸ¡ããŸãããããã®ãã©ãããã©ãŒã ãå©çšãŸãã¯æ¡åŒµããå¶æ¥ãããŒã±ãã£ã³ã°ããµããŒãã顧客é¢ä¿ãCRM管çãæè¡è·ã«é©ããŠããŸããæ¥åã«åã£ããã©ãããã©ãŒã ã®ãã¹ããéžãã§ãã ãããã¹ã³ã¢ã¯ç¢ºèªã®ããã®åèæ å ±ã§ãããæ¡çšã®æçµå€æã§ã¯ãããŸããã
5ä»¶ã®ãã¹ã
Apex (Salesforce)
10å · 15å · äžçŽ
éžæåŒ
ãã¹ããèŠãè·çš®å¥ã¹ãã«HubSpot CRM
10å · 15å · äžçŽ
éžæåŒ
ãã¹ããèŠãè·çš®å¥ã¹ãã«Microsoft Dynamics 365éçº
10å · 15å · äžçŽ
éžæåŒ
ãã¹ããèŠãè·çš®å¥ã¹ãã«Salesforce CRM
10å · 18å · äžçŽ
éžæåŒ
ãã¹ããèŠããœãããŠã§ã¢ã¹ãã«Zoho CRM
10å · 15å · äžçŽ
éžæåŒ
ãã¹ããèŠãã«ããŽãªãŒå¥ãã¹ã
- è·çš®å¥ã¹ãã« (3ä»¶ã®ãã¹ã)
- ãœãããŠã§ã¢ã¹ãã« (ãã¹ã1ä»¶)
- ããã°ã©ãã³ã°ã¹ãã« (ãã¹ã1ä»¶)
CRMã»æ¥åãœãããŠã§ã¢ã®ãã¹ãã§æž¬å®ããå 容
ãããã®ãã¹ãã§ã¯ãæ¥åžžçãªCRMã®å©çšãããã©ãããã©ãŒã ã®éçºãŸã§ãæ±ããŸããHubSpot CRMãã¹ãã§ã¯ãã³ã³ã¿ã¯ãã¬ã³ãŒããååŒãšãã€ãã©ã€ã³ãããŒã±ãã£ã³ã°ããŒã«ã顧客ãšã®ããåãã«é¢ããã¹ãã«ã枬å®ããŸããSalesforce CRMãã¹ãã¯ããªãŒããååŒå ãååŒå 責任è ãåè«ãã¬ããŒããããã·ã¥ããŒããªã©ãå¶æ¥æ¥åã«çŠç¹ãåœãŠãŠããŸããZoho CRMã§ã¯ãã«ã¹ã¿ãã€ãºããªãŒããååŒããã£ã³ããŒã³ãèªååãã¬ããŒãäœæãæ±ããŸãã
æè¡è·åãã®Apex (Salesforce)ã§ã¯ãApexã®åºç€ãSalesforceã®ããŒã¿ã¢ãã«ãSOQLããã³SOSLã¯ãšãªãããªã¬ãŒãšäžæ¬åŠçã«å¯Ÿå¿ããèšèšãè©äŸ¡ããŸããMicrosoft Dynamics 365 Developmentã§ã¯ãDynamics 365ã¢ããªã®ã«ã¹ã¿ãã€ãºãšæ¡åŒµãããŒãã«ãšãªã¬ãŒã·ã§ã³ã·ããã®èšèšãWebãµãŒãã¹ãBusiness Centralã®æ¡åŒµæ©èœã枬å®ããŸãã5ã€ã®ãã¹ãã¯ãã¹ãŠé£æåºŠãäžçŽã§ãæèŠæéã¯10åã圢åŒã¯éžæåŒã§ãã
è·åã§äœ¿ããã©ãããã©ãŒã ãšæ¥åã«åã£ããã¹ããéžã¶
æ¥åžžçã«HubSpotã䜿ãåŸæ¥å¡ã«ã¯ãå¶æ¥æ åœè ãå¶æ¥å¹¹éšãã¢ã«ãŠã³ããããŒãžã£ãŒãããŒã±ãã£ã³ã°ãããŒãžã£ãŒãã³ãŒãã£ããŒã¿ãŒãæé·æœçãéèŠåµåºã®æ åœè ãã«ã¹ã¿ããŒãµããŒãã®ãªãŒããŒåãã«HubSpot CRMããæ€èšãã ãããSalesforce CRMã¯ãå¶æ¥éçºãäºæ¥éçºã®æ åœè ãã¢ã«ãŠã³ããšã°ãŒã¯ãã£ããã¢ã«ãŠã³ããããŒãžã£ãŒãå¶æ¥ãããŒãžã£ãŒãå¶æ¥ãªãã¬ãŒã·ã§ã³æ åœè ã顧客ã¬ã³ãŒããæŽæ°ããã«ã¹ã¿ããŒãµã¯ã»ã¹ããµããŒãæ åœè ãªã©ãæ¥åžžçã«Salesforceãäœ¿ãæ¹ã察象ãšããŠããŸããZoho CRMã¯ãCRMãå©çšãŸãã¯ç®¡çããå¶æ¥æ åœè ããããŒãžã£ãŒãããŒã±ãã£ã³ã°ã顧客é¢ä¿ã®æ åœè ããµããŒããšãŒãžã§ã³ããCRM管çè ãCRMã¢ããªã¹ãã«é©ããŠããŸãã
è·åã§ãã©ãããã©ãŒã ã®ã³ãŒããèšå®ã®äœæãä¿å®ãã¬ãã¥ãŒãæ¡åŒµãè¡ãå Žåã¯ãéçºãã¹ããéžãã§ãã ãããApex (Salesforce)ã¯ãã³ãŒããã¬ãã¥ãŒããSalesforceéçºè ãApexããã°ã©ããŒããã¯ãã«ã«ç®¡çè ãã¢ããªéçºè ããã©ãããã©ãŒã ã³ã³ãµã«ã¿ã³ãåãã§ããMicrosoft Dynamics 365 Developmentã¯ãDynamics 365éçºè ããã¯ãã«ã«ã³ã³ãµã«ã¿ã³ãããœãªã¥ãŒã·ã§ã³ã¢ãŒããã¯ããDynamics 365ãBusiness Centralãèšå®ã»æ¡åŒµãã管çè ãããžãã¹ã¢ããªã¹ãã«é©ããŠããŸããåãã¹ãã®é£æåºŠã¯äžçŽã§ããå®éã«è·åã§äœ¿ããã©ãããã©ãŒã ãšæ åœæ¥åãåºæºã«éžãã§ãã ããã
æ åœæ¥åã«åãããŠãã¹ããçµã¿åããã
ãŸããåŸæ¥å¡ã䜿çšãŸãã¯æ¡åŒµãããã©ãããã©ãŒã ã確èªããŠãã ãããæ¥åžžçãªSalesforceã®å¶æ¥æ¥åãäžå¿ã®è·åã«ã¯Salesforce CRMãSalesforceã®ã³ãŒããäœæãŸãã¯ã¬ãã¥ãŒããè·åã«ã¯Apex (Salesforce)ãé©ããŠããŸããHubSpotãZohoã䜿ãå Žåã¯ããã©ãããã©ãŒã éã§ç¥èããã®ãŸãŸæŽ»çšã§ãããšèããã該åœããCRMã®ãã¹ããéžãã§ãã ãããDynamics 365ã®éçºãèšå®ãäžå¿ã®æ¥åã«ã¯ãMicrosoft Dynamics 365 Developmentãã䜿ããã ããã
äžã€ã®è·åã«ãŠãŒã¶ãŒæ¥åãšæè¡æ¥åã®äž¡æ¹ãå«ãŸããå Žåã¯ãäž¡æ¹ãå®éã®æ åœæ¥åã§ããå Žåã«éãã該åœãããŠãŒã¶ãŒåããã¹ããšéçºãã¹ãã®çµã¿åããããæ€èšãã ãããããšãã°ãSalesforce CRMãšApex (Salesforce)ã¯ãããããç°ãªãé åãæ±ããŸããåè ã¯å¶æ¥ã¯ãŒã¯ãããŒãšã¬ããŒãäœæãåŸè ã¯Apexãšãã©ãããã©ãŒã ã®ã³ãŒããæ±ããŸããããããã®çµæã¯ã枬å®å¯Ÿè±¡ã®ã¹ãã«ã«çµã³ä»ããŠè©äŸ¡ããŠãã ãããã¹ã³ã¢ã¯è·åèŠä»¶ãšããããŠæ€èšããããã®åèæ å ±ã§ããåæ Œç¹ãè¶³åãã®åºæºããŸãã¯ããã ãã§æ¡åŠã決ãããã®ã§ã¯ãããŸããããããã®ãã¹ãã¯ãã¹ãŠé£æåºŠãäžçŽãæèŠæéã10åã圢åŒãéžæåŒã§ããéãã¯ããããããæž¬å®ããå 容ã«ãããŸãã
åé¡èšèšã«ãããå ¬å¹³æ§
åãã¹ãã§ã¯ããã©ãããã©ãŒã ã®ã¹ãã«ã«çŠç¹ãåœãŠãåé¡ãäœæãããããããããç¬èªã®å·¥å€«ãããŠããŸããHubSpot CRMã§ã¯ãå¹³æãªè¡šçŸãšæ¥åžžçãªããžãã¹ã®ç¶æ³ã䜿ããæ £çšè¡šçŸãå°ååºæã®ç¥èã¯é¿ããŠããŸãããŸããã¡ãã¥ãŒã®æäœæé ãæè¿åç§°ã倿Žãããç»é¢ããµãã¹ã¯ãªãã·ã§ã³ãã©ã³ã«äŸåããæ©èœã¯åæãšããŠããŸãããSalesforce CRMã§ã¯ãã«ã¹ã¿ã èšå®ãå¿ èŠãšããªãæšæºçãªLightning Experienceã®æ©èœã«ã€ããŠåºé¡ããåé¡ãåæãšããèšå®ãããã°æèšããŸããæ £çšè¡šçŸãå°ååºæã®åç¿æ £ã¯é¿ããèšç®çšçŽã®äœ¿çšãèªããŠããŸããZoho CRMã§ã¯ãäžè¬çãªäŒæ¥ã補åã顿ã«ããæ¥ä»ã¯æãæåã§è¡šèšããŸãããã¿ã³ã®äœçœ®ã§ã¯ãªããé·ã䜿ãããæŠå¿µãèšå®ã«ã€ããŠåºé¡ããå¿ èŠãªã¬ã³ãŒããã«ãŒã«ã¯å顿ã«èšèŒããŸãã
Apex (Salesforce)ã§ã¯ãäžè¬çãªæ¥åã¬ã³ãŒããæ°åã§è¡šããéé¡ãçãåé¡ã䜿ããããŸã䜿ãããªãç¥èãåãã®ã§ã¯ãªããã³ãŒãã«çŠç¹ãåœãŠãèšåãåºããŸããDynamics 365 Developmentã§ã¯ãäžç«çãªæ¥åã¬ã³ãŒããšæ°åã§è¡šããéé¡ã䜿ããåœåºæã®çšåã»æ³åæ©èœãããŒãžã§ã³ã«é¢ãã现ããªç¥èã¯åãããå¹³æãªæç« ã䜿çšããŸããæéå»¶é·ãªã©ã®é æ ®ã«ã€ããŠã¯ãå ¬å¹³æ§ãšé æ ®ãã芧ãã ãããã¹ã³ã¢ã¯äººãæ€èšããããã®äžã€ã®åèæ å ±ãšããŠæ±ããæçµå€æãšã¿ãªããªãã§ãã ããã
ãããã質å
CRMãã¹ãã¯ç¹å®ã®ãšãã£ã·ã§ã³ãèšå®ãåæãšããŠããŸããïŒ+
ç¹å®ã®ãšãã£ã·ã§ã³ãèšå®ãžã®äŸåãé¿ããããã«äœæãããŠããŸããHubSpot CRMã§ã¯ããµãã¹ã¯ãªãã·ã§ã³ãã©ã³ã«äŸåããæ©èœããæè¿åç§°ã倿Žãããç»é¢ãæ±ããŸãããZoho CRMã§ã¯ãåé¡æã«æèšãããŠããªãéããç¹å®ã®ãšãã£ã·ã§ã³ã«éãããæ©èœã¯æ±ããŸãããSalesforce CRMã§ã¯ãã«ã¹ã¿ã èšå®ãå¿ èŠãšããªãæšæºçãªLightning Experienceã®æ©èœã«ã€ããŠåºé¡ããåé¡ãåæãšããèšå®ãããã°æèšããŸãã
å¶æ¥è·ãšæè¡è·ã«ã¯ãã©ã®Salesforceãã¹ãã䜿ãã°ããã§ããïŒ+
Salesforce CRMã§ã¯ããªãŒããåè«ã®ç®¡çãã¬ããŒããããã·ã¥ããŒãã®ç¢ºèªãªã©ãå¶æ¥ã¯ãŒã¯ãããŒã®ã¹ãã«ã枬å®ããŸããApex (Salesforce)ã§ã¯ãApexã®åºç€ãSalesforceã®ããŒã¿ã¢ãã«ãã¯ãšãªãããªã¬ãŒãšäžæ¬åŠçã«å¯Ÿå¿ããèšèšã®ç¥èãæž¬å®ããŸããæ¥åã«åãæ¹ãéžã¶ããäž¡æ¹ã®é åãè·åã«å«ãŸããå Žåã¯ãäž¡æ¹ããæ€èšãã ããã
HubSpot CRMãšSalesforce CRMã®ãã¹ãã¯äºææ§ããããŸããïŒ+
ããããHubSpot CRMã§ã¯ãã³ã³ã¿ã¯ãã¬ã³ãŒããååŒãšãã€ãã©ã€ã³ãããŒã±ãã£ã³ã°ããŒã«ã顧客ãšã®ããåããªã©ãHubSpotãå®åã§äœ¿ãã¹ãã«ã枬å®ããŸããSalesforce CRMã§ã¯ããªãŒããååŒå ãååŒå 責任è ãåè«ãã¬ããŒããããã·ã¥ããŒããªã©ãå¶æ¥æ¥åã«é¢ããSalesforceã®ç¥èãæž¬å®ããŸããè·åã§äœ¿ããã©ãããã©ãŒã ã«å¯Ÿå¿ãããã¹ããéžãã§ãã ããã
CRM管çè ã«é©ãããã¹ãã¯ã©ãã§ããïŒ+
ãã©ãããã©ãŒã ã«ãã£ãŠç°ãªããŸããZoho CRMã¯CRM管çè ãã¢ããªã¹ãã察象ãšããã«ã¹ã¿ãã€ãºãèªååãã¬ããŒãäœæãæ±ããŸããApex (Salesforce)ã¯ãã³ãŒããäœæãŸãã¯ä¿å®ãããã¯ãã«ã«ç®¡çè ãã¢ããªéçºè ã«é©ããŠããŸããMicrosoft Dynamics 365 Developmentã¯ãDynamics 365ãBusiness Centralãèšå®ã»æ¡åŒµãã管çè ã«é©ããŠããŸãã
Apex (Salesforce)ã§ã¯åè£è ãã³ãŒããæžãå¿ èŠããããŸããïŒ+
ããããéžæåŒã®åé¡ã§ã¯ãApexã®åºç€ãSalesforceã®ããŒã¿ã¢ãã«ãSOQLããã³SOSLã¯ãšãªãããªã¬ãŒãšäžæ¬åŠçã«å¯Ÿå¿ããèšèšã«ã€ããŠãã³ãŒããäœãè¡ããããŸãã¯ã©ã®æ¹æ³ãé©åããåããŸããããŸã䜿ãããªã现ããªç¥èã¯åãããå顿ãçãããŠãããããèªãéãããããã©ãããã©ãŒã ã®ç¥èãéèŠãããŸãã
Dynamics 365ã®ãã¹ãã§ã¯Business Centralã察象ã«ãªããŸããïŒ+
ã¯ããMicrosoft Dynamics 365 Developmentã§ã¯ãDynamics 365ã¢ããªã®ã«ã¹ã¿ãã€ãºãããŒãã«ãšãªã¬ãŒã·ã§ã³ã·ããã®èšèšãWebãµãŒãã¹ã®åŒã³åºãã«å ããBusiness Centralã®æ¡åŒµæ©èœã®äœæãæ±ããŸããéçºè ããã¯ãã«ã«ã³ã³ãµã«ã¿ã³ãããœãªã¥ãŒã·ã§ã³ã¢ãŒããã¯ãã«é©ããŠãããåœåºæã®çšåã»æ³åæ©èœããªãªãŒã¹ã«é¢ãã现ããªç¥èã¯åããŸããã
ãããã®ãã¹ãããã¢ã»ã¹ã¡ã³ããäœæ
è·çš®ã«åã£ããã¹ããéžã³ãåè£è ãæåŸ ããŠçµæãæ¯èŒããŸãããã