æ¡çšåãSalesforce CRMãã¹ã
çæéã®æ¡çšè©äŸ¡ã§ãåè£è ãSalesforceã®ã¬ã³ãŒããåè«ããã€ãã©ã€ã³ã¬ããŒããã©ãæ±ããã確èªã§ããŸãã
- 10å
- 18å
- äžçŽ
- éžæåŒ
- è±èªã®åé¡
- ã¹ããŒããã©ã³ã»ãã¹ã¯ããã
ç°¡åã«èšããš
Salesforce CRMãã¹ãã¯ãå¶æ¥æ¥åã«ãããæ¥åžžçãªSalesforceã®äœ¿ãæ¹ã確èªãã10åéã®ãã¹ãã§ãã18åã®éžæåŒåé¡ã§ããªãŒããååŒå ãšååŒå 責任è ããã€ãã©ã€ã³ã®å段éã«æ²¿ã£ãåè«ãã¬ããŒããšããã·ã¥ããŒããæ±ããŸããå¶æ¥éçºæ åœè ãã¢ã«ãŠã³ããšã°ãŒã¯ãã£ããå¶æ¥ãããŒãžã£ãŒãªã©ãSalesforceã䜿ãè·çš®ã«ã掻çšãã ããã
枬å®ããå 容
å¶æ¥ã«ãããSalesforceã®å®åç¥èãæž¬ããŸãããªãŒãã®ç®¡çãååŒå ãé£çµ¡å ã®æŽçããã€ãã©ã€ã³ã«æ²¿ã£ãåè«ã®é²è¡ãã¬ããŒããããã·ã¥ããŒãã®ç¢ºèªãªã©ã察象ã§ãã
ãªãŒã管ç
å®éã®æ¥åã«å³ããSalesforceã®ã¬ã³ãŒãããªã¹ããã¥ãŒã§ããªãŒããæ±ãã¹ãã«ã確èªããŸãã
ååŒå ãšååŒå 責任è
顧客ã®ååŒå ãååŒå 責任è ã®ã¬ã³ãŒããé©åã«ç®¡çããã¹ãã«ã確èªããŸãã
åè«ç®¡ç
å¶æ¥ãã€ãã©ã€ã³ã®å段éã«æ²¿ã£ãŠåè«ãé²ããã¹ãã«ã確èªããŸãã
ã¬ããŒããšããã·ã¥ããŒã
ãã€ãã©ã€ã³ã远跡ããã¬ããŒããããã·ã¥ããŒããèªã¿åãã¹ãã«ã確èªããŸãã
åé¡åœ¢åŒ
éžæåŒ
åè£è ïŒ çãç¶æ³èª¬æã衚ããŸãã¯æãèªã¿ãæ£è§£ãŸãã¯ãã¹ãŠã®æ£è§£ãéžã³ãŸãã
確èªã§ããå å®¹ïŒ åè£è ãå 容ãèªèããã ãã§ãªããå®éã«æŽ»çšã§ããã»ã©çè§£ããŠããããæž¬å®ããŸãã
10åã§åé¡18åã1åãã€åºé¡
ãã®ãã¹ãã«é©ããè·çš®
Salesforceãæ¥åžžçã«äœ¿ãè·çš®ïŒå¶æ¥éçºæ åœè ãäºæ¥éçºæ 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»ã¹ããµããŒãã®æ åœè ã
ãã®ãã¹ãã§ãããããš
å®è·µçãªè£œåç¥è
å±¥æŽæžããSalesforceã®çµéšã¯åãããããããŸããããã®ãã¹ãã§ã¯ãå®éã®æ¥åã«å³ããã¬ã³ãŒãããªã¹ããã¥ãŒãã¬ããŒãçµæãããšã«ãåè£è ãã©ã察å¿ãããã確èªããŸãã
å¶æ¥æ¥åãå¹ åºãã«ããŒ
1ã€ã®è©äŸ¡ã§ããªãŒããžã®å¯Ÿå¿ã顧客ã¬ã³ãŒããåè«ã®å段éããã€ãã©ã€ã³ã®ã¬ããŒãã«é¢ããæ ¹æ ã確èªã§ããŸãã
èŠç¹ãçµã£ãæ¡çšé¢è«
åè£è ã®åçãããšã«ãè·åã§æ åœããSalesforceæ¥åã«ã€ããŠè¿œå 質åãçµã¿ç«ãŠãŸãããã
çæéã®åæãã§ãã¯
è©äŸ¡ã®æèŠæéã¯10åã§ããå¥ã®ç·Žç¿ã»ããã¯4åã§ãæèŠæéã¯3åã§ãã
åè£è ããšã«åŸãããå 容
- ãã¹ãäžããã¹ãã®ã¿ããé¢ããã«åéš
- åçã®è²Œãä»ããªã
- äžå®ã®ããŒã¹ã§åç
ã¹ã³ã¢ããããã£ãŒã«ãIntegrity Scoreã®ã·ã°ãã«ã¯ã颿¥ãšããããŠç¢ºèªããããã®æ å ±ã§ããèªåçãªå€æã«ã¯äœ¿ãããŸããã
ãã®ãã¹ããç¡æã§å©çš
ãã¹ãã®å ¬æ£æ§ã«é¢ããã·ã°ãã«
åè£è ããšã«ãå€§èŠæš¡ãªèšåããŒã«ããç°ãªãèšåã»ãããåºé¡ãããŸããèšåã®é åºãšåçã®éžæè¢ã¯ã·ã£ããã«ãããŸãããã©ãŠã¶ãŒã«ã¯äžåºŠã«1åãã€è¡šç€ºãããæ£çããŒã¿ã¯HireValidã®ãµãŒããŒã«ä¿åãããŸãã10åã®å¶éæéã¯ãµãŒããŒã§ç®¡çãããŸããåèªã¿èŸŒã¿ãããšåãèšåã衚瀺ãããæ®ãæéã®ã¿ãåŒãç¶ãããŸããåè£è ã¯åã®èšåã«æ»ããŸãããèšåæã®ã³ããŒãéžæã¯ã§ãããã³ããŒããããã¯ããã詊ã¿ã¯ã¿ã€ã ã©ã€ã³ã«èšé²ãããŸããHireValidã¯ããã¹ãã¿ããé¢ããŠããæéãåçãžã®è²Œãä»ããèšåãèªãæéãããéãåçãªã©ã®ã·ã°ãã«ããIntegrity ScoreãšèšŒæ ã¿ã€ã ã©ã€ã³ã«ãŸãšããããšãã§ããŸããéçšäž»ããããã®ã·ã°ãã«ã確èªããŸããIntegrity Scoreã ãã§å€æãäžãããããšã¯ãããŸãããåè£è ã®åæãããã°ãéçšäž»ã¯ã©ã³ãã ãªã¿ã€ãã³ã°ã§ãŠã§ãã«ã¡ã©ã®åçã远å ã§ããŸãã
AIã«ããäžæ£ãé²ãæ¹æ³ · èª å®æ§ã«é¢ããã·ã°ãã«
ã¹ã³ã¢ã倿ææãšããŠæŽ»çš
ã¹ã³ã¢ã¯ãã¯ãŒã¯ãµã³ãã«ãæ§é å颿¥ãšããããŠç¢ºèªããæ¡çšå€æã®å¯äžã®æ ¹æ ã«ã¯ããªãã§ãã ãããã¯ãŒã¯ãµã³ãã«ã§ã¯ãåè£è ã«ãªãŒãã¬ã³ãŒããåŠçããŠããã£ããããã€ãã©ã€ã³ã¬ããŒãã®çµæã説æããŠããã£ããã§ããŸãããã¹ãã®çµæãããšã«è¿œå 質åã®å 容ãçµãããã®åŸãã¯ãŒã¯ãµã³ãã«ã颿¥ã®çµæãšç §ããåãããŠãã ãããæ¡çšã«é¢ããé¢é£æ å ±ã¯ãæ¡çšåãã¹ãã¬ã€ããå¶æ¥éçºæ åœè ãApex (Salesforce)ãã¹ããã芧ãã ããã
æ§é å颿¥ã®è³ªå
ãªã¹ããã¥ãŒã«è¡šç€ºããããªãŒãããæ¢åã®ååŒå ã«è©²åœããå¯èœæ§ããããŸããã¬ã³ãŒããã©ã®ããã«åŠçãã顧客æ å ±ãã©ã確èªããŸããïŒ
ãªãŒããžã®å¯Ÿå¿ããååŒå ãšååŒå 責任è ã®ã¬ã³ãŒããé©åã«ç®¡çããããã®æç¢ºãªæ¹æ³ã確èªããŸãããã
åè«ã次ã®ãã€ãã©ã€ã³ã¹ããŒãžã«é²ããåã«ãäœã確èªããŸããïŒ
åè«ã®é²æã«ã€ããŠã®èãæ¹ããæ¬¡ã®å¯Ÿå¿ã決ããéã«ã©ã®æ å ±ã䜿ããã確èªããŸãããã
äºæ³ããŠããªãã£ããã€ãã©ã€ã³ã®çµæãããã·ã¥ããŒãã«è¡šç€ºãããŠããŸããç¶æ³ãå ±æããåã«ãã©ã®ããã«èª¿æ»ããŸããïŒ
ã¬ããŒããããã·ã¥ããŒããã©ãè§£éããæ¬¡ã«äœãããããã©ã説æããã確èªããŸãããã
ã¹ã³ã¢ãšãã³ãããŒã¯ãçè§£ãã
å ¬å¹³æ§ãšé æ ®æªçœ®
èšåã§ã¯ãã«ã¹ã¿ã èšå®ãªãã§åäœããLightning Experienceã®æšæºçãªSalesforceæ©èœãæ±ããŸããèšåãç¹å®ã®èšå®ã«äŸåããå Žåã¯ããã®èšå®ãèšåå ã«æèšããŸããéé¡ã¯é貚èšå·ã®ãªãæ°åã§ç€ºããäŒæ¥åã人åã«ã¯ããŸããŸãªèæ¯ã®ãã®ã䜿çšããŸãã補åç¥èãè©äŸ¡ããèªè§£é床ã®åœ±é¿ãæãããããæ £çšè¡šçŸãå°åç¹æã®åç¿æ £ã«é¢ãã衚çŸã¯é¿ããŠããŸãããã¹ãŠã®åè£è ãã¡ã¢çšçŽã䜿çšã§ããŸãã
é æ ®æªçœ®ãšããŠãåè£è ã«è¿œå ã®æéãäžããããšãã§ããŸããçµæã¯äººã確èªããããã®æ å ±ã§ãããèªåçã«å€æãäžããã®ã§ã¯ãããŸããã
æ«å®ïŒ200人ã®åè£è ãåéšãå®äºããæç¹ã§ä¿¡é Œæ§ãå ±åããŸãã
ãã¹ãã®è©³çް
åè£è ãæ¥ã ã®å¶æ¥æ¥åã§Salesforceãã©ã®çšåºŠäœ¿ãããªãããã確èªãããçæéã®æéå¶ãã¹ãã§ããå®éã®æ¥åã«å³ããã¬ã³ãŒãããªã¹ããã¥ãŒãã¬ããŒãçµæãæç€ºããæ¬¡ã«äœããã¹ããããŸãã¯ã·ã¹ãã ãã©ãåäœããããå°ããŸãããªãŒããååŒå ãšååŒå 責任è ãåæ®µéã®åè«ããã€ãã©ã€ã³ã远跡ããã¬ããŒããšããã·ã¥ããŒãã察象ãšããŸãã
- åé¡ã¯è±èªã§ãã
- 䜿çšå¯èœãªè£å©å ·ïŒã¡ã¢çšçŽã
- å質åã«é çªã«äžåºŠãã€åçããŸããåã®è³ªåã«æ»ãããšã¯ã§ããŸããã
- æéå¶éä»ããã¹ãã®åã«ãç·Žç¿åé¡4åïŒ3åïŒ
Salesforceã¯ææè ã®åæšã§ããHireValidã¯ææè ãšææºããŠããããæšèŠãåããŠããŸããã
ãããã質å
Salesforce CRMãã¹ãã¯äœã枬å®ããŸããïŒ+
å¶æ¥æ¥åã«ãããSalesforceã®å®åç¥èã確èªããŸãããªãŒãã®å¯Ÿå¿ãååŒå ãšååŒå 責任è ã®ç®¡çããã€ãã©ã€ã³ã®å段éã«æ²¿ã£ãåè«ã®é²è¡ãã¬ããŒããããã·ã¥ããŒãã®èªã¿åãã察象ã§ããèšåã«ã¯å®éã®æ¥åã«å³ããã¬ã³ãŒãããªã¹ããã¥ãŒãã¬ããŒãçµæã䜿çšããŸãã
Salesforce CRMãã¹ãã®æèŠæéã¯ã©ã®ãããã§ããïŒ+
ãã®è©äŸ¡ã¯éžæåŒåé¡18åã§ãæèŠæéã¯10åã§ããåè£è ã¯åã®èšåã«æ»ããŸãããã¡ã¢çšçŽã䜿çšã§ããŸããå¥ã®ç·Žç¿ã»ããã¯4åã§ãæèŠæéã¯3åã§ãã
Salesforce CRMãã¹ãã¯ã©ã®ãããªäººã«é©ããŠããŸããïŒ+
Salesforceãæ¥åžžçã«äœ¿ãäžçŽã¬ãã«ã®è·çš®ã察象ãšããŠããŸããå¶æ¥éçºæ åœè ãäºæ¥éçºæ 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»ã¹ããµããŒãã®æ åœè ãªã©ãå«ãŸããŸãã
Salesforce CRMãã¹ãã§ã¯ãSalesforceã®ã«ã¹ã¿ã èšå®ãåæãšããŠããŸããïŒ+
ããããèšåã§ã¯ãã«ã¹ã¿ã èšå®ãªãã§åäœããLightning Experienceã®æšæºçãªSalesforceæ©èœãæ±ããŸããèšåãç¹å®ã®èšå®ã«äŸåããå Žåã¯ããã®èšå®ãèšåå ã«æèšããŸããéé¡ã¯é貚èšå·ã®ãªãæ°åã§ç€ºããæ £çšè¡šçŸãå°åç¹æã®åç¿æ £ã«é¢ãã衚çŸã¯é¿ããŠããŸãã
é¢é£ãã¹ã
HubSpot CRM
10åãè·çš®å¥ã¹ãã«
詳ããèŠãMicrosoft Dynamics 365éçº
10åãè·çš®å¥ã¹ãã«
詳ããèŠãZoho CRM
10åããœãããŠã§ã¢ã¹ãã«
詳ããèŠãApex (Salesforce)
10åãããã°ã©ãã³ã°ã¹ãã«
詳ããèŠãäºæ¥éçºã«ãããSalesforce掻çš
10åãè·çš®å¥ã¹ãã«
詳ããèŠãQuickBooks Online (US)
10åãè·çš®å¥ã¹ãã«
詳ããèŠã次åã®æ¡çšã§Salesforce CRMãã¹ããæŽ»çšããŸããã
Freeãã©ã³ã«ã¯å¿ é ãã¹ã5çš®ãå«ãŸããææãã©ã³ã«ã¯ãã¹ãŠã®ãã¹ãã©ã€ãã©ãªãå«ãŸããŸãã