{"id":950,"date":"2026-04-27T12:04:43","date_gmt":"2026-04-27T03:04:43","guid":{"rendered":"https:\/\/iplanner.jp\/?p=950"},"modified":"2026-04-27T12:05:34","modified_gmt":"2026-04-27T03:05:34","slug":"excel%e7%ae%a1%e7%90%86%e3%82%92%e3%82%84%e3%82%81%e3%82%8b%e5%89%8d%e3%81%ab%e8%80%83%e3%81%88%e3%82%8b%e3%81%b9%e3%81%8d%e3%81%93%e3%81%a8%e3%80%9c%e3%81%99%e3%81%b9%e3%81%a6%e3%82%92crm%e5%8c%96","status":"publish","type":"post","link":"https:\/\/iplanner.jp\/?p=950","title":{"rendered":"Excel\u7ba1\u7406\u3092\u3084\u3081\u308b\u524d\u306b\u8003\u3048\u308b\u3079\u304d\u3053\u3068\u301c\u3059\u3079\u3066\u3092CRM\u5316\u3059\u308b\u524d\u306b\u3001\u6b8b\u3059\u696d\u52d9\u30fb\u5909\u3048\u308b\u696d\u52d9\u3092\u898b\u6975\u3081\u308b\u301c"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Excel\u7ba1\u7406\u306f\u672c\u5f53\u306b\u60aa\u3044\u306e\u304b<\/h2>\n\n\n\n<p>\u4e2d\u5c0f\u4f01\u696d\u306e\u73fe\u5834\u3067\u306f\u3001\u4eca\u3067\u3082\u591a\u304f\u306e\u696d\u52d9\u304cExcel\u3067\u7ba1\u7406\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u53f0\u5e33\u3001\u5546\u8ac7\u7ba1\u7406\u3001\u554f\u3044\u5408\u308f\u305b\u7ba1\u7406\u3001\u898b\u7a4d\u7ba1\u7406\u3001\u55b6\u696d\u65e5\u5831\u3001\u6848\u4ef6\u4e00\u89a7\u3001\u58f2\u4e0a\u4e88\u6e2c\u3001\u30bf\u30b9\u30af\u7ba1\u7406\u3001\u5728\u5eab\u7ba1\u7406\u3001\u5951\u7d04\u66f4\u65b0\u30ea\u30b9\u30c8\u306a\u3069\u3001Excel\u306f\u3055\u307e\u3056\u307e\u306a\u696d\u52d9\u3067\u4f7f\u308f\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>DX\u3084\u30af\u30e9\u30a6\u30c9\u5316\u306e\u6587\u8108\u3067\u306f\u3001Excel\u7ba1\u7406\u306f\u300c\u53e4\u3044\u300d\u300c\u975e\u52b9\u7387\u300d\u300c\u5c5e\u4eba\u7684\u300d\u3068\u898b\u3089\u308c\u304c\u3061\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u78ba\u304b\u306b\u3001Excel\u7ba1\u7406\u306b\u306f\u9650\u754c\u304c\u3042\u308a\u307e\u3059\u3002<br>\u3057\u304b\u3057\u3001Excel\u305d\u306e\u3082\u306e\u304c\u60aa\u3044\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>Excel\u306f\u975e\u5e38\u306b\u512a\u308c\u305f\u696d\u52d9\u30c4\u30fc\u30eb\u3067\u3059\u3002<br>\u73fe\u5834\u3067\u81ea\u7531\u306b\u9805\u76ee\u3092\u8ffd\u52a0\u3067\u304d\u3001\u96c6\u8a08\u3082\u3067\u304d\u3001\u5370\u5237\u3082\u3067\u304d\u3001\u8ab0\u3067\u3082\u6bd4\u8f03\u7684\u7c21\u5358\u306b\u6271\u3048\u307e\u3059\u3002<br>\u7279\u306b\u4e2d\u5c0f\u4f01\u696d\u3067\u306f\u3001\u3061\u3087\u3063\u3068\u3057\u305f\u7ba1\u7406\u8868\u3084\u4e00\u6642\u7684\u306a\u696d\u52d9\u7ba1\u7406\u306b\u304a\u3044\u3066\u3001Excel\u307b\u3069\u624b\u8efd\u3067\u67d4\u8edf\u306a\u9053\u5177\u306f\u306a\u304b\u306a\u304b\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u554f\u984c\u306f\u3001Excel\u3092\u4f7f\u3063\u3066\u3044\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<br><strong>Excel\u3067\u7ba1\u7406\u3059\u3079\u304d\u3067\u306a\u3044\u696d\u52d9\u307e\u3067\u3001Excel\u3067\u7ba1\u7406\u3057\u7d9a\u3051\u3066\u3044\u308b\u3053\u3068<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Excel\u7ba1\u7406\u304c\u5411\u3044\u3066\u3044\u308b\u696d\u52d9<\/h2>\n\n\n\n<p>\u307e\u305a\u3001Excel\u306b\u5411\u3044\u3066\u3044\u308b\u696d\u52d9\u3092\u6574\u7406\u3057\u3066\u304a\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>Excel\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u696d\u52d9\u306b\u306f\u975e\u5e38\u306b\u5411\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e00\u6642\u7684\u306a\u96c6\u8a08<\/li>\n\n\n\n<li>\u5358\u767a\u306e\u30ea\u30b9\u30c8\u7ba1\u7406<\/li>\n\n\n\n<li>\u5c0f\u898f\u6a21\u306a\u53f0\u5e33\u7ba1\u7406<\/li>\n\n\n\n<li>\u5370\u5237\u524d\u63d0\u306e\u8cc7\u6599\u4f5c\u6210<\/li>\n\n\n\n<li>\u793e\u5185\u691c\u8a0e\u7528\u306e\u8a66\u7b97<\/li>\n\n\n\n<li>\u81ea\u7531\u306a\u5f62\u5f0f\u3067\u306e\u30c7\u30fc\u30bf\u6574\u7406<\/li>\n\n\n\n<li>\u5c11\u4eba\u6570\u3060\u3051\u3067\u4f7f\u3046\u7ba1\u7406\u8868<\/li>\n\n\n\n<li>\u8907\u96d1\u306a\u4f8b\u5916\u51e6\u7406\u304c\u591a\u3044\u4f5c\u696d<\/li>\n<\/ul>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001\u77ed\u671f\u9593\u306e\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u5bfe\u8c61\u30ea\u30b9\u30c8\u3001\u30a4\u30d9\u30f3\u30c8\u53c2\u52a0\u8005\u4e00\u89a7\u3001\u898b\u7a4d\u91d1\u984d\u306e\u8a66\u7b97\u3001\u793e\u5185\u691c\u8a0e\u7528\u306e\u58f2\u4e0a\u4e88\u6e2c\u306a\u3069\u306f\u3001Excel\u3067\u5341\u5206\u306a\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3080\u3057\u308d\u3001\u3053\u3046\u3057\u305f\u696d\u52d9\u307e\u3067\u7121\u7406\u306b\u30b7\u30b9\u30c6\u30e0\u5316\u3059\u308b\u3068\u3001\u304b\u3048\u3063\u3066\u4f7f\u3044\u306b\u304f\u304f\u306a\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>Excel\u306e\u826f\u3055\u306f\u3001\u67d4\u8edf\u6027\u3067\u3059\u3002<br>\u696d\u52d9\u304c\u307e\u3060\u56fa\u307e\u3063\u3066\u3044\u306a\u3044\u6bb5\u968e\u3084\u3001\u5c11\u4eba\u6570\u3067\u8a66\u884c\u932f\u8aa4\u3057\u3066\u3044\u308b\u6bb5\u968e\u3067\u306f\u3001Excel\u306e\u65b9\u304c\u65e9\u304f\u3001\u73fe\u5834\u306b\u5408\u3046\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3057\u305f\u304c\u3063\u3066\u3001\u300cExcel\u3092\u3059\u3079\u3066\u3084\u3081\u308b\u300d\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u5927\u5207\u306a\u306e\u306f\u3001Excel\u3092\u6b8b\u3059\u696d\u52d9\u3068\u3001CRM\u3084\u696d\u52d9\u30b7\u30b9\u30c6\u30e0\u306b\u79fb\u3059\u696d\u52d9\u3092\u5206\u3051\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Excel\u7ba1\u7406\u304c\u9650\u754c\u3092\u8fce\u3048\u308b\u30b5\u30a4\u30f3<\/h2>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001\u6b21\u306e\u3088\u3046\u306a\u72b6\u614b\u306b\u306a\u3063\u3066\u3044\u308b\u5834\u5408\u306f\u3001Excel\u7ba1\u7406\u306e\u9650\u754c\u304c\u8fd1\u3065\u3044\u3066\u3044\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. \u6700\u65b0\u7248\u304c\u3069\u308c\u304b\u5206\u304b\u3089\u306a\u3044<\/h3>\n\n\n\n<p>Excel\u7ba1\u7406\u3067\u3088\u304f\u3042\u308b\u554f\u984c\u304c\u3001\u30d5\u30a1\u30a4\u30eb\u306e\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u300c\u6700\u65b0\u7248\u300d<br>\u300c\u6700\u65b0\u7248_\u4fee\u6b63\u300d<br>\u300c\u6700\u65b0\u7248_\u6700\u7d42\u300d<br>\u300c\u6700\u65b0\u7248_\u6700\u7d422\u300d<br>\u300c\u55b6\u696d\u7ba1\u7406\u8868_\u7530\u4e2d\u4fee\u6b63\u300d<br>\u300c\u55b6\u696d\u7ba1\u7406\u8868_\u5171\u6709\u7528\u300d<\/p>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306a\u30d5\u30a1\u30a4\u30eb\u304c\u5897\u3048\u3066\u3044\u304f\u3068\u3001\u3069\u308c\u304c\u6b63\u3057\u3044\u60c5\u5831\u306a\u306e\u304b\u5206\u304b\u3089\u306a\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u60c5\u5831\u3084\u5546\u8ac7\u60c5\u5831\u306e\u3088\u3046\u306b\u3001\u65e5\u3005\u5909\u5316\u3059\u308b\u60c5\u5831\u3092Excel\u3067\u7ba1\u7406\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u6700\u65b0\u7248\u304c\u5206\u304b\u3089\u306a\u3044\u3053\u3068\u306f\u5927\u304d\u306a\u554f\u984c\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. \u8907\u6570\u4eba\u3067\u540c\u6642\u306b\u4f7f\u3044\u306b\u304f\u3044<\/h3>\n\n\n\n<p>Excel\u306f\u3001\u500b\u4eba\u4f5c\u696d\u3084\u5c11\u4eba\u6570\u3067\u306e\u7ba1\u7406\u306b\u306f\u5411\u3044\u3066\u3044\u307e\u3059\u3002<br>\u3057\u304b\u3057\u3001\u55b6\u696d\u90e8\u9580\u3084\u30b5\u30dd\u30fc\u30c8\u90e8\u9580\u306a\u3069\u3001\u8907\u6570\u4eba\u304c\u540c\u6642\u306b\u66f4\u65b0\u3059\u308b\u696d\u52d9\u3067\u306f\u9650\u754c\u304c\u51fa\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8ab0\u304b\u304c\u958b\u3044\u3066\u3044\u3066\u7de8\u96c6\u3067\u304d\u306a\u3044<\/li>\n\n\n\n<li>\u4e0a\u66f8\u304d\u4fdd\u5b58\u3067\u60c5\u5831\u304c\u6d88\u3048\u308b<\/li>\n\n\n\n<li>\u5165\u529b\u30eb\u30fc\u30eb\u304c\u4eba\u306b\u3088\u3063\u3066\u9055\u3046<\/li>\n\n\n\n<li>\u66f4\u65b0\u30bf\u30a4\u30df\u30f3\u30b0\u304c\u305a\u308c\u308b<\/li>\n\n\n\n<li>\u4ed6\u306e\u62c5\u5f53\u8005\u306e\u5bfe\u5fdc\u72b6\u6cc1\u304c\u5206\u304b\u3089\u306a\u3044<\/li>\n<\/ul>\n\n\n\n<p>\u3068\u3044\u3063\u305f\u554f\u984c\u304c\u8d77\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u60c5\u5831\u3084\u6848\u4ef6\u60c5\u5831\u3092\u8907\u6570\u4eba\u3067\u5171\u6709\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u3001Excel\u3060\u3051\u3067\u306f\u904b\u7528\u304c\u96e3\u3057\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. \u62c5\u5f53\u8005\u3054\u3068\u306b\u7ba1\u7406\u65b9\u6cd5\u304c\u9055\u3046<\/h3>\n\n\n\n<p>\u55b6\u696d\u62c5\u5f53\u8005\u3054\u3068\u306b\u3001\u81ea\u5206\u5c02\u7528\u306eExcel\u7ba1\u7406\u8868\u3092\u6301\u3063\u3066\u3044\u308b\u30b1\u30fc\u30b9\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u72b6\u614b\u3067\u306f\u3001\u62c5\u5f53\u8005\u672c\u4eba\u306f\u7ba1\u7406\u3067\u304d\u3066\u3044\u3066\u3082\u3001\u4f1a\u793e\u3068\u3057\u3066\u60c5\u5831\u3092\u6d3b\u7528\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6848\u4ef6\u306e\u9032\u6357\u304c\u62c5\u5f53\u8005\u672c\u4eba\u306b\u3057\u304b\u5206\u304b\u3089\u306a\u3044<\/li>\n\n\n\n<li>\u9867\u5ba2\u3068\u306e\u904e\u53bb\u306e\u3084\u308a\u53d6\u308a\u304c\u5171\u6709\u3055\u308c\u306a\u3044<\/li>\n\n\n\n<li>\u9000\u8077\u3084\u7570\u52d5\u6642\u306b\u5f15\u304d\u7d99\u304e\u304c\u96e3\u3057\u3044<\/li>\n\n\n\n<li>\u55b6\u696d\u4f1a\u8b70\u306e\u305f\u3073\u306b\u60c5\u5831\u3092\u96c6\u3081\u76f4\u3059\u5fc5\u8981\u304c\u3042\u308b<\/li>\n\n\n\n<li>\u7d4c\u55b6\u8005\u304c\u5168\u4f53\u306e\u58f2\u4e0a\u898b\u8fbc\u307f\u3092\u628a\u63e1\u3067\u304d\u306a\u3044<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u308c\u306f\u3001Excel\u306e\u554f\u984c\u3068\u3044\u3046\u3088\u308a\u3082\u3001\u60c5\u5831\u304c\u500b\u4eba\u306b\u9589\u3058\u3066\u3044\u308b\u3053\u3068\u306e\u554f\u984c\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4f1a\u793e\u3068\u3057\u3066\u9867\u5ba2\u60c5\u5831\u3084\u5546\u8ac7\u60c5\u5831\u3092\u8cc7\u7523\u5316\u3057\u305f\u3044\u5834\u5408\u306f\u3001\u500b\u4ebaExcel\u304b\u3089\u5171\u6709\u578b\u306eCRM\u3078\u79fb\u884c\u3059\u308b\u3053\u3068\u3092\u691c\u8a0e\u3059\u3079\u304d\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. \u4e8c\u91cd\u5165\u529b\u30fb\u4e09\u91cd\u5165\u529b\u304c\u767a\u751f\u3057\u3066\u3044\u308b<\/h3>\n\n\n\n<p>Excel\u7ba1\u7406\u3067\u3088\u304f\u3042\u308b\u306e\u304c\u3001\u540c\u3058\u60c5\u5831\u3092\u4f55\u5ea6\u3082\u5165\u529b\u3057\u3066\u3044\u308b\u72b6\u614b\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u53f0\u5e33\u306b\u5165\u529b<\/li>\n\n\n\n<li>\u5546\u8ac7\u7ba1\u7406\u8868\u306b\u5165\u529b<\/li>\n\n\n\n<li>\u898b\u7a4d\u7ba1\u7406\u8868\u306b\u5165\u529b<\/li>\n\n\n\n<li>\u55b6\u696d\u4f1a\u8b70\u7528\u8cc7\u6599\u306b\u8ee2\u8a18<\/li>\n\n\n\n<li>\u58f2\u4e0a\u4e88\u6e2c\u8868\u306b\u8ee2\u8a18<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306b\u3001\u540c\u3058\u9867\u5ba2\u540d\u3001\u6848\u4ef6\u540d\u3001\u91d1\u984d\u3001\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u62c5\u5f53\u8005\u540d\u3092\u8907\u6570\u306e\u30d5\u30a1\u30a4\u30eb\u306b\u5165\u529b\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u696d\u52d9\u8ca0\u62c5\u304c\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3055\u3089\u306b\u3001\u3069\u3053\u304b\u4e00\u3064\u3092\u66f4\u65b0\u3057\u5fd8\u308c\u308b\u3068\u3001\u60c5\u5831\u306e\u4e0d\u4e00\u81f4\u304c\u767a\u751f\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>CRM\u3092\u4f7f\u3048\u3070\u3001\u9867\u5ba2\u60c5\u5831\u3001\u5546\u8ac7\u60c5\u5831\u3001\u6d3b\u52d5\u5c65\u6b74\u3001\u898b\u7a4d\u60c5\u5831\u3092\u95a2\u9023\u4ed8\u3051\u3066\u7ba1\u7406\u3067\u304d\u307e\u3059\u3002<br>\u305d\u306e\u305f\u3081\u3001\u4e8c\u91cd\u5165\u529b\u3084\u8ee2\u8a18\u4f5c\u696d\u3092\u6e1b\u3089\u305b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. \u691c\u7d22\u30fb\u96c6\u8a08\u30fb\u5206\u6790\u306b\u6642\u9593\u304c\u304b\u304b\u308b<\/h3>\n\n\n\n<p>Excel\u3067\u3082\u691c\u7d22\u3084\u96c6\u8a08\u306f\u3067\u304d\u307e\u3059\u3002<br>\u3057\u304b\u3057\u3001\u30d5\u30a1\u30a4\u30eb\u304c\u8907\u6570\u306b\u5206\u304b\u308c\u3066\u3044\u305f\u308a\u3001\u5165\u529b\u30eb\u30fc\u30eb\u304c\u7d71\u4e00\u3055\u308c\u3066\u3044\u306a\u304b\u3063\u305f\u308a\u3059\u308b\u3068\u3001\u5fc5\u8981\u306a\u60c5\u5831\u3092\u53d6\u308a\u51fa\u3059\u306e\u306b\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4eca\u6708\u306e\u53d7\u6ce8\u898b\u8fbc\u307f\u6848\u4ef6\u3092\u4e00\u89a7\u3067\u898b\u305f\u3044<\/li>\n\n\n\n<li>\u62c5\u5f53\u8005\u5225\u306e\u5546\u8ac7\u4ef6\u6570\u3092\u78ba\u8a8d\u3057\u305f\u3044<\/li>\n\n\n\n<li>\u5931\u6ce8\u7406\u7531\u3092\u96c6\u8a08\u3057\u305f\u3044<\/li>\n\n\n\n<li>\u554f\u3044\u5408\u308f\u305b\u5bfe\u5fdc\u306e\u672a\u5b8c\u4e86\u5206\u3092\u78ba\u8a8d\u3057\u305f\u3044<\/li>\n\n\n\n<li>\u5951\u7d04\u66f4\u65b0\u4e88\u5b9a\u306e\u9867\u5ba2\u3092\u62bd\u51fa\u3057\u305f\u3044<\/li>\n\n\n\n<li>\u9577\u671f\u9593\u30d5\u30a9\u30ed\u30fc\u3057\u3066\u3044\u306a\u3044\u9867\u5ba2\u3092\u898b\u3064\u3051\u305f\u3044<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u3046\u3057\u305f\u78ba\u8a8d\u306b\u6bce\u56de\u6642\u9593\u304c\u304b\u304b\u308b\u5834\u5408\u306f\u3001Excel\u7ba1\u7406\u306e\u9650\u754c\u304c\u51fa\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>CRM\u3067\u3042\u308c\u3070\u3001\u6761\u4ef6\u691c\u7d22\u3001\u4e00\u89a7\u8868\u793a\u3001\u30ec\u30dd\u30fc\u30c8\u3001\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u4f7f\u3063\u3066\u3001\u5fc5\u8981\u306a\u60c5\u5831\u3092\u78ba\u8a8d\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. \u9867\u5ba2\u5bfe\u5fdc\u306e\u5c65\u6b74\u304c\u6b8b\u3063\u3066\u3044\u306a\u3044<\/h3>\n\n\n\n<p>\u9867\u5ba2\u7ba1\u7406\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u306e\u306f\u3001\u4f1a\u793e\u540d\u3084\u62c5\u5f53\u8005\u540d\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<br>\u904e\u53bb\u306b\u3069\u306e\u3088\u3046\u306a\u3084\u308a\u53d6\u308a\u3092\u3057\u305f\u306e\u304b\u3001\u3069\u306e\u3088\u3046\u306a\u63d0\u6848\u3092\u3057\u305f\u306e\u304b\u3001\u3069\u306e\u554f\u3044\u5408\u308f\u305b\u306b\u3069\u3046\u5bfe\u5fdc\u3057\u305f\u306e\u304b\u3068\u3044\u3046\u5c65\u6b74\u3082\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>Excel\u3067\u306f\u3001\u3053\u3046\u3057\u305f\u5c65\u6b74\u7ba1\u7406\u304c\u96e3\u3057\u304f\u306a\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u96fb\u8a71\u5bfe\u5fdc\u306e\u5c65\u6b74\u304c\u6b8b\u3063\u3066\u3044\u306a\u3044<\/li>\n\n\n\n<li>\u30e1\u30fc\u30eb\u306e\u5185\u5bb9\u304c\u62c5\u5f53\u8005\u306e\u30e1\u30fc\u30eb\u30dc\u30c3\u30af\u30b9\u306b\u3057\u304b\u306a\u3044<\/li>\n\n\n\n<li>\u904e\u53bb\u306e\u898b\u7a4d\u63d0\u51fa\u5c65\u6b74\u304c\u63a2\u3057\u306b\u304f\u3044<\/li>\n\n\n\n<li>\u30af\u30ec\u30fc\u30e0\u5bfe\u5fdc\u306e\u7d4c\u7def\u304c\u5171\u6709\u3055\u308c\u3066\u3044\u306a\u3044<\/li>\n\n\n\n<li>\u524d\u4efb\u8005\u304c\u4f55\u3092\u8a71\u3057\u3066\u3044\u305f\u304b\u5206\u304b\u3089\u306a\u3044<\/li>\n<\/ul>\n\n\n\n<p>\u9867\u5ba2\u5bfe\u5fdc\u5c65\u6b74\u304c\u6b8b\u3063\u3066\u3044\u306a\u3044\u3068\u3001\u62c5\u5f53\u8005\u304c\u5909\u308f\u3063\u305f\u3068\u304d\u306b\u5bfe\u5fdc\u54c1\u8cea\u304c\u843d\u3061\u307e\u3059\u3002<br>\u307e\u305f\u3001\u9867\u5ba2\u304b\u3089\u518d\u5ea6\u554f\u3044\u5408\u308f\u305b\u304c\u3042\u3063\u305f\u3068\u304d\u306b\u3001\u904e\u53bb\u306e\u7d4c\u7def\u3092\u78ba\u8a8d\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306a\u5834\u5408\u306f\u3001CRM\u3067\u6d3b\u52d5\u5c65\u6b74\u3084\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74\u3092\u84c4\u7a4d\u3059\u308b\u4fa1\u5024\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Excel\u3092\u3084\u3081\u308b\u524d\u306b\u78ba\u8a8d\u3059\u3079\u304d\u3053\u3068<\/h2>\n\n\n\n<p>Excel\u7ba1\u7406\u306b\u9650\u754c\u3092\u611f\u3058\u305f\u3068\u3057\u3066\u3082\u3001\u3059\u3050\u306bCRM\u3084SFA\u3092\u5c0e\u5165\u3059\u308c\u3070\u3088\u3044\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u5c0e\u5165\u524d\u306b\u3001\u6b21\u306e\u70b9\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. \u4f55\u306b\u56f0\u3063\u3066\u3044\u308b\u306e\u304b\u3092\u660e\u78ba\u306b\u3059\u308b<\/h3>\n\n\n\n<p>\u307e\u305a\u78ba\u8a8d\u3059\u3079\u304d\u306a\u306e\u306f\u3001Excel\u7ba1\u7406\u306e\u4f55\u304c\u554f\u984c\u306a\u306e\u304b\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u5358\u306b\u300cExcel\u3092\u3084\u3081\u305f\u3044\u300d\u3060\u3051\u3067\u306f\u3001CRM\u5c0e\u5165\u306e\u76ee\u7684\u3068\u3057\u3066\u4e0d\u5341\u5206\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001\u56f0\u308a\u3054\u3068\u306f\u4f1a\u793e\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6700\u65b0\u60c5\u5831\u304c\u5206\u304b\u3089\u306a\u3044<\/li>\n\n\n\n<li>\u6848\u4ef6\u306e\u9032\u6357\u304c\u898b\u3048\u306a\u3044<\/li>\n\n\n\n<li>\u9867\u5ba2\u5bfe\u5fdc\u5c65\u6b74\u304c\u6b8b\u3089\u306a\u3044<\/li>\n\n\n\n<li>\u55b6\u696d\u62c5\u5f53\u8005\u3054\u3068\u306e\u7ba1\u7406\u306b\u306a\u3063\u3066\u3044\u308b<\/li>\n\n\n\n<li>\u898b\u7a4d\u63d0\u51fa\u72b6\u6cc1\u304c\u628a\u63e1\u3067\u304d\u306a\u3044<\/li>\n\n\n\n<li>\u554f\u3044\u5408\u308f\u305b\u5bfe\u5fdc\u306e\u629c\u3051\u6f0f\u308c\u304c\u3042\u308b<\/li>\n\n\n\n<li>\u96c6\u8a08\u4f5c\u696d\u306b\u6642\u9593\u304c\u304b\u304b\u308b<\/li>\n\n\n\n<li>\u7d4c\u55b6\u8005\u304c\u58f2\u4e0a\u898b\u8fbc\u307f\u3092\u628a\u63e1\u3067\u304d\u306a\u3044<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306b\u3001\u5177\u4f53\u7684\u306a\u554f\u984c\u3092\u6574\u7406\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>CRM\u5c0e\u5165\u306f\u3001Excel\u3092\u3084\u3081\u308b\u305f\u3081\u306b\u884c\u3046\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<br>\u696d\u52d9\u4e0a\u306e\u554f\u984c\u3092\u89e3\u6c7a\u3059\u308b\u305f\u3081\u306b\u884c\u3046\u3082\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Excel\u306b\u6b8b\u3059\u696d\u52d9\u3092\u6c7a\u3081\u308b<\/h3>\n\n\n\n<p>CRM\u5c0e\u5165\u3092\u691c\u8a0e\u3059\u308b\u3068\u304d\u3001\u591a\u304f\u306e\u4f01\u696d\u304c\u300cExcel\u3092\u5b8c\u5168\u306b\u3084\u3081\u308b\u300d\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u5fc5\u305a\u3057\u3082\u6b63\u3057\u3044\u9032\u3081\u65b9\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>Excel\u306b\u6b8b\u3057\u305f\u65b9\u304c\u3088\u3044\u696d\u52d9\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e00\u6642\u7684\u306a\u30ea\u30b9\u30c8\u4f5c\u6210<\/li>\n\n\n\n<li>\u793e\u5185\u691c\u8a0e\u7528\u306e\u8a66\u7b97<\/li>\n\n\n\n<li>\u5358\u767a\u306e\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u7ba1\u7406<\/li>\n\n\n\n<li>\u307e\u3060\u696d\u52d9\u30d5\u30ed\u30fc\u304c\u56fa\u307e\u3063\u3066\u3044\u306a\u3044\u4f5c\u696d<\/li>\n\n\n\n<li>\u500b\u4eba\u306e\u4f5c\u696d\u30e1\u30e2<\/li>\n\n\n\n<li>\u81ea\u7531\u5ea6\u306e\u9ad8\u3044\u5206\u6790\u4f5c\u696d<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u308c\u3089\u307e\u3067\u7121\u7406\u306bCRM\u5316\u3059\u308b\u3068\u3001\u304b\u3048\u3063\u3066\u4f7f\u3044\u3065\u3089\u304f\u306a\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>CRM\u5316\u3059\u3079\u304d\u306a\u306e\u306f\u3001\u4f1a\u793e\u5168\u4f53\u3067\u5171\u6709\u3059\u3079\u304d\u60c5\u5831\u3001\u7d99\u7d9a\u7684\u306b\u84c4\u7a4d\u3059\u3079\u304d\u60c5\u5831\u3001\u8907\u6570\u4eba\u3067\u66f4\u65b0\u3059\u308b\u60c5\u5831\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3064\u307e\u308a\u3001Excel\u3092\u3084\u3081\u308b\u306e\u3067\u306f\u306a\u304f\u3001<strong>Excel\u306e\u5f79\u5272\u3092\u898b\u76f4\u3059<\/strong>\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. CRM\u5316\u3059\u3079\u304d\u60c5\u5831\u3092\u898b\u6975\u3081\u308b<\/h3>\n\n\n\n<p>CRM\u306b\u79fb\u3059\u3079\u304d\u60c5\u5831\u306f\u3001\u4e3b\u306b\u6b21\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u60c5\u5831<\/li>\n\n\n\n<li>\u62c5\u5f53\u8005\u60c5\u5831<\/li>\n\n\n\n<li>\u5546\u8ac7\u60c5\u5831<\/li>\n\n\n\n<li>\u55b6\u696d\u6d3b\u52d5\u5c65\u6b74<\/li>\n\n\n\n<li>\u554f\u3044\u5408\u308f\u305b\u5c65\u6b74<\/li>\n\n\n\n<li>\u898b\u7a4d\u63d0\u51fa\u5c65\u6b74<\/li>\n\n\n\n<li>\u5951\u7d04\u66f4\u65b0\u60c5\u5831<\/li>\n\n\n\n<li>\u30b5\u30dd\u30fc\u30c8\u5bfe\u5fdc\u5c65\u6b74<\/li>\n\n\n\n<li>\u6b21\u56de\u30d5\u30a9\u30ed\u30fc\u4e88\u5b9a<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u308c\u3089\u306f\u3001\u4f1a\u793e\u3068\u3057\u3066\u7d99\u7d9a\u7684\u306b\u84c4\u7a4d\u3059\u3079\u304d\u60c5\u5831\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u7279\u306b\u3001\u9867\u5ba2\u3068\u306e\u63a5\u70b9\u306b\u95a2\u3059\u308b\u60c5\u5831\u306f\u3001\u62c5\u5f53\u8005\u500b\u4eba\u3067\u306f\u306a\u304f\u4f1a\u793e\u306e\u8cc7\u7523\u3068\u3057\u3066\u7ba1\u7406\u3059\u3079\u304d\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001\u3059\u3079\u3066\u306e\u60c5\u5831\u3092CRM\u306b\u5165\u308c\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>CRM\u306b\u5165\u308c\u308b\u60c5\u5831\u304c\u591a\u3059\u304e\u308b\u3068\u3001\u5165\u529b\u8ca0\u8377\u304c\u5897\u3048\u3001\u73fe\u5834\u304c\u4f7f\u308f\u306a\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u6700\u521d\u306f\u3001\u5fc5\u8981\u6700\u5c0f\u9650\u306e\u60c5\u5831\u304b\u3089\u59cb\u3081\u308b\u3079\u304d\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. \u73fe\u5834\u304c\u5165\u529b\u3067\u304d\u308b\u91cf\u306b\u7d5e\u308b<\/h3>\n\n\n\n<p>CRM\u5c0e\u5165\u3067\u3088\u304f\u3042\u308b\u5931\u6557\u306f\u3001\u5165\u529b\u9805\u76ee\u3092\u5897\u3084\u3057\u3059\u304e\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n\n\n\n<p>Excel\u7ba1\u7406\u3067\u306f\u81ea\u7531\u306b\u5217\u3092\u5897\u3084\u305b\u308b\u305f\u3081\u3001CRM\u79fb\u884c\u6642\u306b\u3082\u300c\u3042\u308c\u3082\u5fc5\u8981\u300d\u300c\u3053\u308c\u3082\u5fc5\u8981\u300d\u3068\u9805\u76ee\u304c\u5897\u3048\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u3001\u5165\u529b\u9805\u76ee\u304c\u591a\u3059\u304e\u308bCRM\u306f\u5b9a\u7740\u3057\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u7279\u306b\u55b6\u696d\u62c5\u5f53\u8005\u306b\u3068\u3063\u3066\u3001\u5165\u529b\u4f5c\u696d\u304c\u8ca0\u62c5\u306b\u306a\u308b\u3068\u3001\u66f4\u65b0\u3055\u308c\u306a\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u6700\u521d\u306bCRM\u5316\u3059\u308b\u9805\u76ee\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u6700\u4f4e\u9650\u306e\u3082\u306e\u306b\u7d5e\u308b\u3079\u304d\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u540d<\/li>\n\n\n\n<li>\u62c5\u5f53\u8005\u540d<\/li>\n\n\n\n<li>\u6848\u4ef6\u540d<\/li>\n\n\n\n<li>\u6848\u4ef6\u30b9\u30c6\u30fc\u30bf\u30b9<\/li>\n\n\n\n<li>\u53d7\u6ce8\u4e88\u5b9a\u91d1\u984d<\/li>\n\n\n\n<li>\u53d7\u6ce8\u4e88\u5b9a\u65e5<\/li>\n\n\n\n<li>\u6b21\u56de\u5bfe\u5fdc\u65e5<\/li>\n\n\n\n<li>\u6700\u7d42\u5bfe\u5fdc\u5c65\u6b74<\/li>\n\n\n\n<li>\u62c5\u5f53\u55b6\u696d<\/li>\n\n\n\n<li>\u5931\u6ce8\u7406\u7531<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u308c\u3067\u3082\u5341\u5206\u306b\u55b6\u696d\u7ba1\u7406\u306f\u59cb\u3081\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p>CRM\u306f\u3001\u6700\u521d\u304b\u3089\u5b8c\u74a7\u306b\u4f5c\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<br>\u904b\u7528\u3057\u306a\u304c\u3089\u3001\u5fc5\u8981\u306a\u9805\u76ee\u3092\u8ffd\u52a0\u3057\u3066\u3044\u3051\u3070\u3088\u3044\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. \u4e8c\u91cd\u7ba1\u7406\u3092\u3069\u3046\u9632\u3050\u304b\u3092\u8003\u3048\u308b<\/h3>\n\n\n\n<p>Excel\u304b\u3089CRM\u306b\u79fb\u884c\u3059\u308b\u969b\u306b\u6700\u3082\u6ce8\u610f\u3059\u3079\u304d\u306a\u306e\u304c\u3001\u4e8c\u91cd\u7ba1\u7406\u3067\u3059\u3002<\/p>\n\n\n\n<p>CRM\u3092\u5c0e\u5165\u3057\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u5f93\u6765\u306eExcel\u7ba1\u7406\u3082\u6b8b\u3063\u3066\u3044\u308b\u3002<br>\u305d\u306e\u7d50\u679c\u3001\u62c5\u5f53\u8005\u304c\u4e21\u65b9\u306b\u5165\u529b\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u72b6\u614b\u306b\u306a\u308b\u3068\u3001CRM\u5c0e\u5165\u306f\u5931\u6557\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4e8c\u91cd\u7ba1\u7406\u3092\u9632\u3050\u305f\u3081\u306b\u306f\u3001\u4e8b\u524d\u306b\u6b21\u306e\u3053\u3068\u3092\u6c7a\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3069\u306eExcel\u3092\u5ec3\u6b62\u3059\u308b\u306e\u304b<\/li>\n\n\n\n<li>\u3069\u306eExcel\u306f\u6b8b\u3059\u306e\u304b<\/li>\n\n\n\n<li>CRM\u306b\u5165\u529b\u3057\u305f\u60c5\u5831\u3092\u3069\u3053\u3067\u78ba\u8a8d\u3059\u308b\u306e\u304b<\/li>\n\n\n\n<li>\u55b6\u696d\u4f1a\u8b70\u3067\u306fCRM\u3092\u898b\u308b\u306e\u304b\u3001Excel\u3092\u898b\u308b\u306e\u304b<\/li>\n\n\n\n<li>\u30ec\u30dd\u30fc\u30c8\u306fCRM\u304b\u3089\u51fa\u3059\u306e\u304b\u3001Excel\u3067\u52a0\u5de5\u3059\u308b\u306e\u304b<\/li>\n\n\n\n<li>\u79fb\u884c\u671f\u9593\u4e2d\u306e\u30eb\u30fc\u30eb\u3092\u3069\u3046\u3059\u308b\u306e\u304b<\/li>\n<\/ul>\n\n\n\n<p>\u7279\u306b\u91cd\u8981\u306a\u306e\u306f\u3001\u55b6\u696d\u4f1a\u8b70\u3084\u7ba1\u7406\u4f1a\u8b70\u3067\u898b\u308b\u60c5\u5831\u3092CRM\u306b\u7d71\u4e00\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4f1a\u8b70\u3067Excel\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u3068\u3001\u73fe\u5834\u306fCRM\u3067\u306f\u306a\u304fExcel\u3092\u66f4\u65b0\u3057\u307e\u3059\u3002<br>\u7d50\u679c\u3068\u3057\u3066\u3001CRM\u304c\u5f62\u3060\u3051\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. \u30c7\u30fc\u30bf\u79fb\u884c\u306e\u7bc4\u56f2\u3092\u6c7a\u3081\u308b<\/h3>\n\n\n\n<p>Excel\u304b\u3089CRM\u3078\u79fb\u884c\u3059\u308b\u969b\u306b\u306f\u3001\u65e2\u5b58\u30c7\u30fc\u30bf\u3092\u3069\u3053\u307e\u3067\u79fb\u3059\u304b\u3092\u6c7a\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u3092\u79fb\u884c\u3057\u3088\u3046\u3068\u3059\u308b\u3068\u3001\u4f5c\u696d\u8ca0\u8377\u304c\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u307e\u305f\u3001\u53e4\u3044\u30c7\u30fc\u30bf\u3084\u4e0d\u6b63\u78ba\u306a\u30c7\u30fc\u30bf\u3092\u305d\u306e\u307e\u307eCRM\u306b\u5165\u308c\u3066\u3057\u307e\u3046\u3068\u3001\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u306e\u54c1\u8cea\u304c\u4e0b\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u79fb\u884c\u524d\u306b\u306f\u3001\u6b21\u306e\u3088\u3046\u306b\u6574\u7406\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4eca\u5f8c\u3082\u4f7f\u3046\u9867\u5ba2\u60c5\u5831<\/li>\n\n\n\n<li>\u79fb\u884c\u3057\u306a\u3044\u53e4\u3044\u9867\u5ba2\u60c5\u5831<\/li>\n\n\n\n<li>\u91cd\u8907\u3057\u3066\u3044\u308b\u53d6\u5f15\u5148<\/li>\n\n\n\n<li>\u62c5\u5f53\u8005\u4e0d\u660e\u306e\u30c7\u30fc\u30bf<\/li>\n\n\n\n<li>\u8868\u8a18\u3086\u308c\u306e\u3042\u308b\u4f1a\u793e\u540d<\/li>\n\n\n\n<li>\u53e4\u3044\u5546\u8ac7\u60c5\u5831<\/li>\n\n\n\n<li>\u5f15\u304d\u7d99\u304e\u306b\u5fc5\u8981\u306a\u5c65\u6b74<\/li>\n<\/ul>\n\n\n\n<p>\u5834\u5408\u306b\u3088\u3063\u3066\u306f\u3001\u904e\u53bb\u306e\u3059\u3079\u3066\u306e\u5c65\u6b74\u3092\u79fb\u884c\u305b\u305a\u3001\u73fe\u5728\u9032\u884c\u4e2d\u306e\u6848\u4ef6\u3068\u4e3b\u8981\u9867\u5ba2\u3060\u3051\u3092CRM\u306b\u79fb\u3059\u65b9\u304c\u73fe\u5b9f\u7684\u3067\u3059\u3002<\/p>\n\n\n\n<p>CRM\u5c0e\u5165\u306e\u76ee\u7684\u306f\u3001\u904e\u53bb\u30c7\u30fc\u30bf\u3092\u5b8c\u74a7\u306b\u518d\u73fe\u3059\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<br>\u3053\u308c\u304b\u3089\u6b63\u3057\u3044\u60c5\u5831\u3092\u84c4\u7a4d\u3067\u304d\u308b\u4ed5\u7d44\u307f\u3092\u4f5c\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7. \u8ab0\u304c\u7ba1\u7406\u3059\u308b\u306e\u304b\u3092\u6c7a\u3081\u308b<\/h3>\n\n\n\n<p>Excel\u7ba1\u7406\u3067\u306f\u3001\u62c5\u5f53\u8005\u3054\u3068\u306b\u81ea\u7531\u306b\u7ba1\u7406\u3067\u304d\u308b\u53cd\u9762\u3001\u5168\u4f53\u306e\u7ba1\u7406\u8cac\u4efb\u304c\u66d6\u6627\u306b\u306a\u308a\u304c\u3061\u3067\u3059\u3002<\/p>\n\n\n\n<p>CRM\u306b\u79fb\u884c\u3059\u308b\u5834\u5408\u306f\u3001\u8ab0\u304cCRM\u3092\u7ba1\u7406\u3059\u308b\u306e\u304b\u3092\u6c7a\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u5f79\u5272\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u60c5\u5831\u306e\u91cd\u8907\u3092\u78ba\u8a8d\u3059\u308b\u4eba<\/li>\n\n\n\n<li>\u5165\u529b\u30eb\u30fc\u30eb\u3092\u7ba1\u7406\u3059\u308b\u4eba<\/li>\n\n\n\n<li>\u9805\u76ee\u8ffd\u52a0\u3092\u5224\u65ad\u3059\u308b\u4eba<\/li>\n\n\n\n<li>\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u4eba<\/li>\n\n\n\n<li>\u6a29\u9650\u8a2d\u5b9a\u3092\u7ba1\u7406\u3059\u308b\u4eba<\/li>\n\n\n\n<li>\u73fe\u5834\u304b\u3089\u306e\u6539\u5584\u8981\u671b\u3092\u53d7\u3051\u308b\u4eba<\/li>\n\n\n\n<li>\u5916\u90e8\u30d9\u30f3\u30c0\u30fc\u3068\u306e\u7a93\u53e3\u306b\u306a\u308b\u4eba<\/li>\n<\/ul>\n\n\n\n<p>\u4e2d\u5c0f\u4f01\u696d\u3067\u306f\u3001\u5c02\u4efb\u306e\u60c5\u5831\u30b7\u30b9\u30c6\u30e0\u62c5\u5f53\u8005\u3092\u7f6e\u304f\u3053\u3068\u304c\u96e3\u3057\u3044\u5834\u5408\u3082\u3042\u308a\u307e\u3059\u3002<br>\u305d\u306e\u5834\u5408\u3067\u3082\u3001\u793e\u5185\u8cac\u4efb\u8005\u306f\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>CRM\u306f\u3001\u5c0e\u5165\u3057\u3066\u7d42\u308f\u308a\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<br>\u904b\u7528\u3057\u306a\u304c\u3089\u6539\u5584\u3057\u3066\u3044\u304f\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">8. \u73fe\u5834\u306b\u3068\u3063\u3066\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u8a2d\u8a08\u3059\u308b<\/h3>\n\n\n\n<p>Excel\u304b\u3089CRM\u306b\u79fb\u884c\u3059\u308b\u3068\u3001\u7ba1\u7406\u8005\u306b\u3068\u3063\u3066\u306f\u4fbf\u5229\u306b\u306a\u308b\u3053\u3068\u304c\u591a\u3044\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u6848\u4ef6\u4e00\u89a7\u304c\u898b\u3048\u308b\u3002<br>\u58f2\u4e0a\u898b\u8fbc\u307f\u304c\u5206\u304b\u308b\u3002<br>\u62c5\u5f53\u8005\u5225\u306e\u6d3b\u52d5\u72b6\u6cc1\u304c\u898b\u3048\u308b\u3002<br>\u554f\u3044\u5408\u308f\u305b\u5bfe\u5fdc\u72b6\u6cc1\u304c\u5206\u304b\u308b\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u3001\u73fe\u5834\u306b\u3068\u3063\u3066\u30e1\u30ea\u30c3\u30c8\u304c\u306a\u3051\u308c\u3070\u3001CRM\u306f\u5b9a\u7740\u3057\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u73fe\u5834\u306b\u3068\u3063\u3066\u306e\u30e1\u30ea\u30c3\u30c8\u3082\u660e\u78ba\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u904e\u53bb\u306e\u9867\u5ba2\u5bfe\u5fdc\u5c65\u6b74\u3092\u3059\u3050\u78ba\u8a8d\u3067\u304d\u308b<\/li>\n\n\n\n<li>\u6b21\u56de\u30d5\u30a9\u30ed\u30fc\u3092\u5fd8\u308c\u306b\u304f\u304f\u306a\u308b<\/li>\n\n\n\n<li>\u898b\u7a4d\u63d0\u51fa\u72b6\u6cc1\u3092\u7ba1\u7406\u3057\u3084\u3059\u304f\u306a\u308b<\/li>\n\n\n\n<li>\u5f15\u304d\u7d99\u304e\u304c\u697d\u306b\u306a\u308b<\/li>\n\n\n\n<li>\u55b6\u696d\u4f1a\u8b70\u7528\u306e\u8cc7\u6599\u4f5c\u6210\u304c\u6e1b\u308b<\/li>\n\n\n\n<li>\u9867\u5ba2\u3054\u3068\u306e\u63d0\u6848\u5c65\u6b74\u304c\u898b\u3048\u308b<\/li>\n\n\n\n<li>\u554f\u3044\u5408\u308f\u305b\u5bfe\u5fdc\u306e\u629c\u3051\u6f0f\u308c\u3092\u9632\u3052\u308b<\/li>\n<\/ul>\n\n\n\n<p>CRM\u3092\u300c\u7ba1\u7406\u306e\u305f\u3081\u306e\u9053\u5177\u300d\u306b\u3057\u3066\u3057\u307e\u3046\u3068\u3001\u73fe\u5834\u306f\u4f7f\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u73fe\u5834\u306e\u4ed5\u4e8b\u304c\u5c11\u3057\u3067\u3082\u697d\u306b\u306a\u308b\u8a2d\u8a08\u306b\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Excel\u304b\u3089CRM\u3078\u79fb\u884c\u3059\u3079\u304d\u696d\u52d9<\/h2>\n\n\n\n<p>\u3067\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u696d\u52d9\u306fCRM\u5316\u3092\u691c\u8a0e\u3059\u3079\u304d\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n\n\n\n<p>\u4ee3\u8868\u7684\u306a\u3082\u306e\u306f\u4ee5\u4e0b\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u9867\u5ba2\u7ba1\u7406<\/h3>\n\n\n\n<p>\u9867\u5ba2\u60c5\u5831\u304c\u8907\u6570\u306eExcel\u3084\u62c5\u5f53\u8005\u306e\u540d\u523a\u7ba1\u7406\u306b\u5206\u6563\u3057\u3066\u3044\u308b\u5834\u5408\u3001CRM\u5316\u306e\u52b9\u679c\u304c\u51fa\u3084\u3059\u3044\u9818\u57df\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u9867\u5ba2\u540d\u3001\u6240\u5728\u5730\u3001\u62c5\u5f53\u8005\u3001\u9023\u7d61\u5148\u3001\u53d6\u5f15\u5c65\u6b74\u3001\u5bfe\u5fdc\u5c65\u6b74\u306a\u3069\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u4f1a\u793e\u5168\u4f53\u3067\u9867\u5ba2\u60c5\u5831\u3092\u5171\u6709\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5546\u8ac7\u7ba1\u7406<\/h3>\n\n\n\n<p>\u6848\u4ef6\u306e\u9032\u6357\u3001\u53d7\u6ce8\u4e88\u5b9a\u65e5\u3001\u898b\u8fbc\u91d1\u984d\u3001\u62c5\u5f53\u8005\u3001\u6b21\u56de\u5bfe\u5fdc\u65e5\u306a\u3069\u3092Excel\u3067\u7ba1\u7406\u3057\u3066\u3044\u308b\u5834\u5408\u3001CRM\u5316\u3092\u691c\u8a0e\u3059\u3079\u304d\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u5546\u8ac7\u7ba1\u7406\u3092CRM\u5316\u3059\u308b\u3068\u3001\u6848\u4ef6\u306e\u898b\u843d\u3068\u3057\u9632\u6b62\u3001\u58f2\u4e0a\u4e88\u6e2c\u3001\u55b6\u696d\u4f1a\u8b70\u306e\u52b9\u7387\u5316\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u554f\u3044\u5408\u308f\u305b\u7ba1\u7406<\/h3>\n\n\n\n<p>\u30e1\u30fc\u30eb\u3084\u96fb\u8a71\u3067\u53d7\u3051\u305f\u554f\u3044\u5408\u308f\u305b\u3092Excel\u3067\u7ba1\u7406\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u5bfe\u5fdc\u6f0f\u308c\u304c\u8d77\u304d\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>CRM\u3084\u554f\u3044\u5408\u308f\u305b\u7ba1\u7406\u6a5f\u80fd\u3092\u4f7f\u3046\u3053\u3068\u3067\u3001\u5bfe\u5fdc\u72b6\u6cc1\u3001\u62c5\u5f53\u8005\u3001\u671f\u9650\u3001\u5c65\u6b74\u3092\u5171\u6709\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u898b\u7a4d\u7ba1\u7406<\/h3>\n\n\n\n<p>\u898b\u7a4d\u306e\u63d0\u51fa\u72b6\u6cc1\u3001\u627f\u8a8d\u72b6\u6cc1\u3001\u5931\u6ce8\u7406\u7531\u3001\u518d\u63d0\u6848\u4e88\u5b9a\u306a\u3069\u3092Excel\u3067\u7ba1\u7406\u3057\u3066\u3044\u308b\u5834\u5408\u3001CRM\u3068\u9023\u643a\u3057\u3066\u7ba1\u7406\u3059\u308b\u4fa1\u5024\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5546\u8ac7\u3068\u898b\u7a4d\u3092\u7d10\u3065\u3051\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u72b6\u6cc1\u3092\u3088\u308a\u6b63\u78ba\u306b\u628a\u63e1\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65e2\u5b58\u9867\u5ba2\u30d5\u30a9\u30ed\u30fc<\/h3>\n\n\n\n<p>\u65e2\u5b58\u9867\u5ba2\u3078\u306e\u5b9a\u671f\u30d5\u30a9\u30ed\u30fc\u3001\u5951\u7d04\u66f4\u65b0\u3001\u4fdd\u5b88\u671f\u9650\u3001\u518d\u63d0\u6848\u30bf\u30a4\u30df\u30f3\u30b0\u306a\u3069\u306f\u3001Excel\u3088\u308a\u3082CRM\u3067\u7ba1\u7406\u3057\u305f\u65b9\u304c\u6f0f\u308c\u3092\u9632\u304e\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u7279\u306b\u7d99\u7d9a\u53d6\u5f15\u3084\u4fdd\u5b88\u5951\u7d04\u304c\u3042\u308b\u4f01\u696d\u3067\u306f\u3001CRM\u5316\u306e\u52b9\u679c\u304c\u51fa\u3084\u3059\u3044\u9818\u57df\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Excel\u306b\u6b8b\u3057\u3066\u3082\u3088\u3044\u696d\u52d9<\/h2>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001\u6b21\u306e\u3088\u3046\u306a\u696d\u52d9\u306f\u3001\u5fc5\u305a\u3057\u3082CRM\u5316\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e00\u6642\u7684\u306a\u30ea\u30b9\u30c8\u4f5c\u6210<\/li>\n\n\n\n<li>\u793e\u5185\u691c\u8a0e\u7528\u306e\u8a66\u7b97<\/li>\n\n\n\n<li>\u500b\u4eba\u306e\u4f5c\u696d\u30e1\u30e2<\/li>\n\n\n\n<li>\u5358\u767a\u30a4\u30d9\u30f3\u30c8\u306e\u7ba1\u7406<\/li>\n\n\n\n<li>\u8907\u96d1\u306a\u81ea\u7531\u96c6\u8a08<\/li>\n\n\n\n<li>\u307e\u3060\u904b\u7528\u304c\u56fa\u307e\u3063\u3066\u3044\u306a\u3044\u65b0\u898f\u696d\u52d9<\/li>\n\n\n\n<li>\u5c11\u4eba\u6570\u3060\u3051\u3067\u5b8c\u7d50\u3059\u308b\u4f5c\u696d<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u308c\u3089\u306f\u3001Excel\u306e\u65b9\u304c\u65e9\u304f\u3001\u67d4\u8edf\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u91cd\u8981\u306a\u306e\u306f\u3001\u3059\u3079\u3066\u3092CRM\u306b\u5165\u308c\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<br>CRM\u3068Excel\u3092\u9069\u5207\u306b\u4f7f\u3044\u5206\u3051\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Excel\u7ba1\u7406\u304b\u3089CRM\u7ba1\u7406\u3078\u79fb\u884c\u3059\u308b\u9032\u3081\u65b9<\/h2>\n\n\n\n<p>Excel\u7ba1\u7406\u304b\u3089CRM\u3078\u79fb\u884c\u3059\u308b\u5834\u5408\u306f\u3001\u6bb5\u968e\u7684\u306b\u9032\u3081\u308b\u3053\u3068\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7b2c1\u6bb5\u968e\uff1aExcel\u7ba1\u7406\u8868\u306e\u68da\u5378\u3057<\/h3>\n\n\n\n<p>\u307e\u305a\u3001\u793e\u5185\u3067\u4f7f\u308f\u308c\u3066\u3044\u308bExcel\u7ba1\u7406\u8868\u3092\u6d17\u3044\u51fa\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u7ba1\u7406\u8868<\/li>\n\n\n\n<li>\u5546\u8ac7\u7ba1\u7406\u8868<\/li>\n\n\n\n<li>\u554f\u3044\u5408\u308f\u305b\u7ba1\u7406\u8868<\/li>\n\n\n\n<li>\u898b\u7a4d\u7ba1\u7406\u8868<\/li>\n\n\n\n<li>\u55b6\u696d\u65e5\u5831<\/li>\n\n\n\n<li>\u5951\u7d04\u66f4\u65b0\u30ea\u30b9\u30c8<\/li>\n\n\n\n<li>\u58f2\u4e0a\u4e88\u6e2c\u8868<\/li>\n<\/ul>\n\n\n\n<p>\u305d\u308c\u305e\u308c\u306b\u3064\u3044\u3066\u3001\u8ab0\u304c\u4f7f\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u4f55\u306e\u305f\u3081\u306b\u4f7f\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u3069\u306e\u60c5\u5831\u304c\u91cd\u8981\u306a\u306e\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7b2c2\u6bb5\u968e\uff1a\u6b8b\u3059Excel\u3068CRM\u5316\u3059\u308bExcel\u3092\u5206\u3051\u308b<\/h3>\n\n\n\n<p>\u6b21\u306b\u3001Excel\u3092\u5206\u985e\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u305d\u306e\u307e\u307e\u6b8b\u3059\u3082\u306e<\/li>\n\n\n\n<li>CRM\u306b\u79fb\u884c\u3059\u308b\u3082\u306e<\/li>\n\n\n\n<li>CRM\u304b\u3089\u51fa\u529b\u3059\u308c\u3070\u3088\u3044\u3082\u306e<\/li>\n\n\n\n<li>\u5ec3\u6b62\u3067\u304d\u308b\u3082\u306e<\/li>\n\n\n\n<li>\u4e00\u6642\u7684\u306b\u4e26\u884c\u904b\u7528\u3059\u308b\u3082\u306e<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u5206\u985e\u3092\u884c\u308f\u305a\u306bCRM\u5c0e\u5165\u3092\u9032\u3081\u308b\u3068\u3001\u4e8c\u91cd\u7ba1\u7406\u304c\u8d77\u304d\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7b2c3\u6bb5\u968e\uff1a\u6700\u521d\u306bCRM\u5316\u3059\u308b\u7bc4\u56f2\u3092\u7d5e\u308b<\/h3>\n\n\n\n<p>\u6700\u521d\u304b\u3089\u3059\u3079\u3066\u3092CRM\u5316\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001\u6700\u521d\u306f\u4ee5\u4e0b\u306e\u3069\u308c\u304b\u4e00\u3064\u3067\u5341\u5206\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u60c5\u5831<\/li>\n\n\n\n<li>\u5546\u8ac7\u7ba1\u7406<\/li>\n\n\n\n<li>\u554f\u3044\u5408\u308f\u305b\u7ba1\u7406<\/li>\n\n\n\n<li>\u65e2\u5b58\u9867\u5ba2\u30d5\u30a9\u30ed\u30fc<\/li>\n\n\n\n<li>\u898b\u7a4d\u63d0\u51fa\u72b6\u6cc1<\/li>\n<\/ul>\n\n\n\n<p>\u5c0f\u3055\u304f\u59cb\u3081\u3066\u3001\u73fe\u5834\u304c\u4f7f\u3048\u308b\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7b2c4\u6bb5\u968e\uff1a\u30c7\u30fc\u30bf\u3092\u6574\u7406\u3057\u3066\u79fb\u884c\u3059\u308b<\/h3>\n\n\n\n<p>\u65e2\u5b58Excel\u306e\u30c7\u30fc\u30bf\u3092\u305d\u306e\u307e\u307e\u79fb\u3059\u306e\u3067\u306f\u306a\u304f\u3001\u79fb\u884c\u524d\u306b\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91cd\u8907\u30c7\u30fc\u30bf\u3092\u524a\u9664\u3059\u308b<\/li>\n\n\n\n<li>\u4f1a\u793e\u540d\u306e\u8868\u8a18\u3092\u7d71\u4e00\u3059\u308b<\/li>\n\n\n\n<li>\u4e0d\u8981\u306a\u5217\u3092\u524a\u9664\u3059\u308b<\/li>\n\n\n\n<li>\u5fc5\u9808\u9805\u76ee\u3092\u78ba\u8a8d\u3059\u308b<\/li>\n\n\n\n<li>\u53e4\u3044\u30c7\u30fc\u30bf\u3092\u9664\u5916\u3059\u308b<\/li>\n\n\n\n<li>\u62c5\u5f53\u8005\u60c5\u5831\u3092\u6574\u7406\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p>\u30c7\u30fc\u30bf\u79fb\u884c\u306f\u3001CRM\u5c0e\u5165\u306e\u54c1\u8cea\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7b2c5\u6bb5\u968e\uff1a\u904b\u7528\u30eb\u30fc\u30eb\u3092\u6c7a\u3081\u308b<\/h3>\n\n\n\n<p>CRM\u306b\u79fb\u884c\u3057\u305f\u3089\u3001\u904b\u7528\u30eb\u30fc\u30eb\u3092\u6c7a\u3081\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8ab0\u304c\u767b\u9332\u3059\u308b\u306e\u304b<\/li>\n\n\n\n<li>\u3044\u3064\u66f4\u65b0\u3059\u308b\u306e\u304b<\/li>\n\n\n\n<li>\u3069\u306e\u9805\u76ee\u3092\u5fc5\u9808\u306b\u3059\u308b\u306e\u304b<\/li>\n\n\n\n<li>\u30b9\u30c6\u30fc\u30bf\u30b9\u5909\u66f4\u306e\u57fa\u6e96\u306f\u4f55\u304b<\/li>\n\n\n\n<li>\u55b6\u696d\u4f1a\u8b70\u3067\u4f55\u3092\u898b\u308b\u306e\u304b<\/li>\n\n\n\n<li>\u5165\u529b\u6f0f\u308c\u3092\u8ab0\u304c\u78ba\u8a8d\u3059\u308b\u306e\u304b<\/li>\n<\/ul>\n\n\n\n<p>\u904b\u7528\u30eb\u30fc\u30eb\u304c\u306a\u3044CRM\u306f\u3001\u3059\u3050\u306b\u4f7f\u308f\u308c\u306a\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7b2c6\u6bb5\u968e\uff1aExcel\u3068\u306e\u4f7f\u3044\u5206\u3051\u3092\u5b9a\u7740\u3055\u305b\u308b<\/h3>\n\n\n\n<p>CRM\u5c0e\u5165\u5f8c\u3082\u3001Excel\u3092\u5b8c\u5168\u306b\u306a\u304f\u3059\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u305f\u3060\u3057\u3001\u5f79\u5272\u5206\u62c5\u306f\u660e\u78ba\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u60c5\u5831\u306e\u539f\u672c\u306fCRM<\/li>\n\n\n\n<li>\u5546\u8ac7\u9032\u6357\u306e\u539f\u672c\u306fCRM<\/li>\n\n\n\n<li>\u4f1a\u8b70\u7528\u306e\u4e00\u6642\u52a0\u5de5\u306fExcel<\/li>\n\n\n\n<li>\u793e\u5185\u8a66\u7b97\u306fExcel<\/li>\n\n\n\n<li>\u5358\u767a\u30ea\u30b9\u30c8\u306fExcel<\/li>\n\n\n\n<li>\u5b9a\u671f\u30ec\u30dd\u30fc\u30c8\u306fCRM<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306b\u6c7a\u3081\u308b\u3053\u3068\u3067\u3001Excel\u3068CRM\u3092\u7121\u7406\u306a\u304f\u4f75\u7528\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30a2\u30a4\u30d7\u30e9\u30f3\u30ca\u30fc\u306e\u8003\u3048\u65b9<\/h2>\n\n\n\n<p>\u30a2\u30a4\u30d7\u30e9\u30f3\u30ca\u30fc\u306f\u3001Excel\u7ba1\u7406\u3092\u4e00\u5f8b\u306b\u5426\u5b9a\u3059\u308b\u7acb\u5834\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u4e2d\u5c0f\u4f01\u696d\u306e\u73fe\u5834\u3067\u306f\u3001Excel\u304c\u975e\u5e38\u306b\u6709\u52b9\u306b\u6a5f\u80fd\u3057\u3066\u3044\u308b\u696d\u52d9\u3082\u591a\u304f\u3042\u308a\u307e\u3059\u3002<br>\u305d\u306e\u305f\u3081\u3001\u3059\u3079\u3066\u3092CRM\u5316\u3059\u308b\u3053\u3068\u304c\u6b63\u89e3\u3068\u306f\u8003\u3048\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u91cd\u8981\u306a\u306e\u306f\u3001\u6b21\u306e\u5207\u308a\u5206\u3051\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Excel\u306e\u307e\u307e\u3067\u3088\u3044\u696d\u52d9<\/li>\n\n\n\n<li>Excel\u3067\u306f\u9650\u754c\u304c\u51fa\u3066\u3044\u308b\u696d\u52d9<\/li>\n\n\n\n<li>CRM\u5316\u3059\u3079\u304d\u696d\u52d9<\/li>\n\n\n\n<li>\u5c06\u6765\u7684\u306b\u81ea\u52d5\u5316\u3059\u3079\u304d\u696d\u52d9<\/li>\n\n\n\n<li>\u7d4c\u55b6\u5224\u65ad\u306b\u4f7f\u3046\u305f\u3081\u306b\u898b\u3048\u308b\u5316\u3059\u3079\u304d\u60c5\u5831<\/li>\n<\/ul>\n\n\n\n<p>\u5f53\u793e\u3067\u306f\u3001\u73fe\u5728\u306eExcel\u7ba1\u7406\u8868\u3084\u696d\u52d9\u30d5\u30ed\u30fc\u3092\u78ba\u8a8d\u3057\u305f\u3046\u3048\u3067\u3001\u5fc5\u8981\u306a\u7bc4\u56f2\u304b\u3089CRM\u5316\u3059\u308b\u9032\u3081\u65b9\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u7279\u306b\u3001\u9867\u5ba2\u7ba1\u7406\u3001\u5546\u8ac7\u7ba1\u7406\u3001\u554f\u3044\u5408\u308f\u305b\u7ba1\u7406\u3001\u898b\u7a4d\u7ba1\u7406\u3001\u65e2\u5b58\u9867\u5ba2\u30d5\u30a9\u30ed\u30fc\u306a\u3069\u306f\u3001CRM\u5316\u306b\u3088\u3063\u3066\u52b9\u679c\u304c\u51fa\u3084\u3059\u3044\u9818\u57df\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001Excel\u3067\u5341\u5206\u306a\u696d\u52d9\u307e\u3067\u7121\u7406\u306b\u30b7\u30b9\u30c6\u30e0\u5316\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u30a2\u30a4\u30d7\u30e9\u30f3\u30ca\u30fc\u306f\u3001VtigerCRM\u3092\u306f\u3058\u3081\u3068\u3059\u308bCRM\u306e\u5c0e\u5165\u30fb\u904b\u7528\u652f\u63f4\u3092\u901a\u3058\u3066\u3001\u4e2d\u5c0f\u4f01\u696d\u306b\u3068\u3063\u3066\u73fe\u5b9f\u7684\u3067\u3001\u7121\u7406\u306e\u306a\u3044\u696d\u52d9\u6539\u5584\u3092\u652f\u63f4\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081\uff1aExcel\u3092\u3084\u3081\u308b\u3053\u3068\u304c\u76ee\u7684\u3067\u306f\u306a\u3044<\/h2>\n\n\n\n<p>Excel\u7ba1\u7406\u306b\u306f\u3001\u78ba\u304b\u306b\u9650\u754c\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u8907\u6570\u4eba\u3067\u306e\u5171\u6709\u3001\u5c65\u6b74\u7ba1\u7406\u3001\u691c\u7d22\u6027\u3001\u96c6\u8a08\u3001\u60c5\u5831\u306e\u4e00\u5143\u5316\u3001\u5f15\u304d\u7d99\u304e\u3001\u7d4c\u55b6\u5224\u65ad\u3078\u306e\u6d3b\u7528\u3068\u3044\u3063\u305f\u9762\u3067\u306f\u3001CRM\u306e\u65b9\u304c\u9069\u3057\u3066\u3044\u308b\u696d\u52d9\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u3001Excel\u3092\u4f7f\u3063\u3066\u3044\u308b\u3053\u3068\u81ea\u4f53\u304c\u60aa\u3044\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>Excel\u306b\u306f\u3001\u67d4\u8edf\u6027\u3001\u624b\u8efd\u3055\u3001\u81ea\u7531\u5ea6\u3068\u3044\u3046\u5927\u304d\u306a\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002<br>\u4e2d\u5c0f\u4f01\u696d\u306e\u73fe\u5834\u3067\u306f\u3001Excel\u306e\u65b9\u304c\u5408\u3063\u3066\u3044\u308b\u696d\u52d9\u3082\u591a\u304f\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5927\u5207\u306a\u306e\u306f\u3001Excel\u3092\u3084\u3081\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow 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[&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":953,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-950","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-report"],"_links":{"self":[{"href":"https:\/\/iplanner.jp\/index.php?rest_route=\/wp\/v2\/posts\/950","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/iplanner.jp\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/iplanner.jp\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/iplanner.jp\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/iplanner.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=950"}],"version-history":[{"count":4,"href":"https:\/\/iplanner.jp\/index.php?rest_route=\/wp\/v2\/posts\/950\/revisions"}],"predecessor-version":[{"id":955,"href":"https:\/\/iplanner.jp\/index.php?rest_route=\/wp\/v2\/posts\/950\/revisions\/955"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/iplanner.jp\/index.php?rest_route=\/wp\/v2\/media\/953"}],"wp:attachment":[{"href":"https:\/\/iplanner.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=950"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/iplanner.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=950"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/iplanner.jp\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=950"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}