{"id":7882,"date":"2024-08-27T13:10:01","date_gmt":"2024-08-27T04:10:01","guid":{"rendered":"https:\/\/biz.moneyforward.com\/work-efficiency\/basic\/?p=7882"},"modified":"2025-12-09T11:19:01","modified_gmt":"2025-12-09T02:19:01","slug":"%e5%96%b6%e6%a5%ad%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%af%e5%8f%af%e8%a6%96%e5%8c%96%e3%81%8c%e5%a4%a7%e5%88%87%ef%bd%9c%e5%8f%af%e8%a6%96%e5%8c%96%e3%81%ae%e3%83%a1%e3%83%aa%e3%83%83%e3%83%88","status":"publish","type":"post","link":"https:\/\/biz.moneyforward.com\/work-efficiency\/basic\/7882\/","title":{"rendered":"\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3068\u306f\uff1f\u4f5c\u6210\u30e1\u30ea\u30c3\u30c8\u304b\u3089\u5c0e\u5165\u30fb\u6539\u5584\u306e\u30b9\u30c6\u30c3\u30d7\u307e\u3067\u5fb9\u5e95\u89e3\u8aac"},"content":{"rendered":"<p>\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3068\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u306e\u767a\u898b\u304b\u3089\u53d7\u6ce8\u3001\u305d\u3057\u3066\u9867\u5ba2\u30d5\u30a9\u30ed\u30fc\u307e\u3067\u306e\u4e00\u9023\u306e\u55b6\u696d\u6d3b\u52d5\u3092\u53ef\u8996\u5316\u3057\u3001\u6a19\u6e96\u5316\u3057\u305f\u3082\u306e\u3067\u3059\u3002\u55b6\u696d\u62c5\u5f53\u8005\u500b\u4eba\u306e\u30b9\u30ad\u30eb\u306b\u4f9d\u5b58\u3057\u304c\u3061\u306a\u300c\u5c5e\u4eba\u5316\u300d\u304b\u3089\u8131\u5374\u3057\u3001\u7d44\u7e54\u5168\u4f53\u306e\u55b6\u696d\u529b\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u69cb\u7bc9\u304c\u6b20\u304b\u305b\u307e\u305b\u3093\u3002\u672c\u8a18\u4e8b\u3067\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u57fa\u672c\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u304b\u3089\u3001\u4f5c\u6210\u3059\u308b\u30e1\u30ea\u30c3\u30c8\u3001\u5177\u4f53\u7684\u306a\u5c0e\u5165\u30fb\u6539\u5584\u65b9\u6cd5\u307e\u3067\u3092\u3001\u4e2d\u5c0f\u4f01\u696d\u306e\u7d4c\u55b6\u8005\u3084\u62c5\u5f53\u8005\u5411\u3051\u306b\u308f\u304b\u308a\u3084\u3059\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n<div 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#ffff99;\"><b>\u660e\u78ba\u306a\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u304c\u3042\u308c\u3070\u3001\u65b0\u5165\u793e\u54e1\u3084\u7d4c\u9a13\u306e\u6d45\u3044\u62c5\u5f53\u8005\u3082\u3001\u4f55\u3092\u3069\u306e\u9806\u756a\u3067\u3084\u308b\u3079\u304d\u304b\u3092\u5177\u4f53\u7684\u306b\u7406\u89e3\u3067\u304d\u307e\u3059\u3002<\/b><\/span>\u6307\u5c0e\u3059\u308b\u5074\u3082\u4f53\u7cfb\u7acb\u3066\u3066\u6559\u3048\u3089\u308c\u308b\u305f\u3081\u3001\u6559\u80b2\u306b\u304b\u304b\u308b\u6642\u9593\u3068\u30b3\u30b9\u30c8\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65b0\u4eba\u304c\u65e9\u671f\u306b\u6226\u529b\u5316\u3057\u3001\u7d44\u7e54\u306e\u6210\u9577\u30b9\u30d4\u30fc\u30c9\u3092\u52a0\u901f\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<h3>\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304f\u55b6\u696d\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/h3>\n<p><span style=\"background-color: #ffff99;\"><b>\u5404\u30b9\u30c6\u30c3\u30d7\u306e\u76ee\u6a19\uff08KPI\uff09\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u6d3b\u52d5\u306e\u9032\u6357\u3092\u6570\u5024\u3067\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/b><\/span>\u3053\u308c\u306b\u3088\u308a\u3001\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u300c\u306a\u3093\u3068\u306a\u304f\u8abf\u5b50\u304c\u60aa\u3044\u300d\u3068\u3044\u3063\u305f\u611f\u899a\u7684\u306a\u5224\u65ad\u3067\u306f\u306a\u304f\u3001\u300c\u3069\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u3064\u307e\u305a\u3044\u3066\u3044\u308b\u306e\u304b\u300d\u3092\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u5ba2\u89b3\u7684\u306b\u628a\u63e1\u3057\u3001\u7684\u78ba\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3084\u6307\u5c0e\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<h3>\u8ab2\u984c\u306e\u7279\u5b9a\u3068\u7d99\u7d9a\u7684\u306a\u6539\u5584<\/h3>\n<p><span style=\"background-color: #ffff99;\"><b>\u30d7\u30ed\u30bb\u30b9\u304c\u53ef\u8996\u5316\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u7d44\u7e54\u306e\u55b6\u696d\u6d3b\u52d5\u306b\u304a\u3051\u308b\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff08\u6ede\u3063\u3066\u3044\u308b\u90e8\u5206\uff09\u304c\u660e\u78ba\u306b\u306a\u308a\u307e\u3059\u3002<\/b><\/span>\u4f8b\u3048\u3070\u3001\u300c\u63d0\u6848\u304b\u3089\u306e\u53d7\u6ce8\u7387\u304c\u4f4e\u3044\u300d\u3068\u3044\u3046\u30c7\u30fc\u30bf\u304c\u51fa\u308c\u3070\u3001\u63d0\u6848\u5185\u5bb9\u3084\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u65b9\u6cd5\u3092\u898b\u76f4\u3059\u3068\u3044\u3063\u305f\u5177\u4f53\u7684\u306a\u6539\u5584\u7b56\u306b\u7e4b\u3052\u3089\u308c\u307e\u3059\u3002PDCA\u30b5\u30a4\u30af\u30eb\u3092\u56de\u3057\u3084\u3059\u304f\u306a\u308a\u3001\u7d99\u7d9a\u7684\u306a\u55b6\u696d\u529b\u306e\u5f37\u5316\u304c\u53ef\u80fd\u3067\u3059\u3002<\/p>\n<h2>\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u5b9a\u7740\u3068\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/h2>\n<p><span style=\"background-color: #ffff99;\"><b>\u3069\u3093\u306a\u306b\u512a\u308c\u305f\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u4f5c\u6210\u3057\u3066\u3082\u3001\u73fe\u5834\u3067\u6d3b\u7528\u3055\u308c\u306a\u3051\u308c\u3070\u610f\u5473\u304c\u3042\u308a\u307e\u305b\u3093\u3002<\/b><\/span>\u30d7\u30ed\u30bb\u30b9\u3092\u7d44\u7e54\u306b\u6839\u4ed8\u304b\u305b\u3001\u6210\u679c\u306b\u7e4b\u3052\u308b\u305f\u3081\u306b\u306f\u3001\u4e01\u5be7\u306a\u5c0e\u5165\u3068\u7d99\u7d9a\u7684\u306a\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u304c\u9375\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<h3>\u30d7\u30ed\u30bb\u30b9\u3092\u7d44\u7e54\u306b\u5b9a\u7740\u3055\u305b\u308b\u30dd\u30a4\u30f3\u30c8<\/h3>\n<p><span style=\"background-color: #ffff99;\"><b>\u65b0\u3057\u3044\u30d7\u30ed\u30bb\u30b9\u3092\u5c0e\u5165\u3059\u308b\u969b\u306f\u3001\u4e00\u65b9\u7684\u306b\u62bc\u3057\u4ed8\u3051\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u306a\u305c\u3053\u308c\u304c\u5fc5\u8981\u306a\u306e\u304b\u3001\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u73fe\u5834\u306b\u3069\u306e\u3088\u3046\u306a\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308b\u306e\u304b\u3092\u4e01\u5be7\u306b\u8aac\u660e\u3057\u3001\u7d0d\u5f97\u611f\u3092\u5f97\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/b><\/span>\u307e\u305f\u3001\u6700\u521d\u304b\u3089\u5b8c\u74a7\u3092\u76ee\u6307\u3059\u306e\u3067\u306f\u306a\u304f\u3001\u73fe\u5834\u306e\u610f\u898b\u3092\u5438\u3044\u4e0a\u3052\u306a\u304c\u3089\u67d4\u8edf\u306b\u6539\u5584\u3092\u91cd\u306d\u3066\u3044\u304f\u59ff\u52e2\u304c\u3001\u7d44\u7e54\u3078\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u5b9a\u7740\u3092\u4fc3\u3057\u307e\u3059\u3002<\/p>\n<p>\u95a2\u9023\u8a18\u4e8b\uff5c<a href=\"https:\/\/biz.moneyforward.com\/work-efficiency\/basic\/7869\/?provider=we_basic&amp;provider_info=cv.7882.part.article\" target=\"_blank\" rel=\"noopener\">\u30d7\u30ed\u30bb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3068\u306f\uff1f\u5c0e\u5165\u3059\u308b\u30e1\u30ea\u30c3\u30c8\u30fb\u6d41\u308c\u3082\u89e3\u8aac<\/a><\/p>\n<h3>\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u6c42\u3081\u3089\u308c\u308b\u5f79\u5272<\/h3>\n<p><span style=\"background-color: #ffff99;\"><b>\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u5f79\u5272\u306f\u3001\u5358\u306b\u30d7\u30ed\u30bb\u30b9\u306e\u9032\u6357\u3092\u7ba1\u7406\u3059\u308b\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/b><\/span>\u30e1\u30f3\u30d0\u30fc\u304c\u30d7\u30ed\u30bb\u30b9\u306b\u6cbf\u3063\u3066\u6d3b\u52d5\u3067\u304d\u3066\u3044\u308b\u304b\u3092\u898b\u5b88\u308a\u3001\u3064\u307e\u305a\u3044\u3066\u3044\u308b\u70b9\u304c\u3042\u308c\u3070\u4e00\u7dd2\u306b\u8003\u3048\u3001\u6210\u529f\u4f53\u9a13\u3092\u7a4d\u3081\u308b\u3088\u3046\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002\u30d7\u30ed\u30bb\u30b9\u304c\u5f62\u9ab8\u5316\u3057\u306a\u3044\u3088\u3046\u3001\u5b9a\u671f\u7684\u306a\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3067\u610f\u7fa9\u3092\u518d\u78ba\u8a8d\u3057\u3001\u30e1\u30f3\u30d0\u30fc\u306e\u30e2\u30c1\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u9ad8\u3081\u308b\u3053\u3068\u3082\u5927\u5207\u306a\u5f79\u5272\u3067\u3059\u3002<\/p>\n<h3>SFA\/CRM\u306a\u3069\u30c4\u30fc\u30eb\u306e\u6d3b\u7528<\/h3>\n<p><span style=\"background-color: #ffff99;\"><b>SFA\uff08\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3084CRM\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\u3068\u3044\u3063\u305f\u30c4\u30fc\u30eb\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u5b9a\u7740\u3068\u904b\u7528\u3092\u5f37\u529b\u306b\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002<\/b><\/span>\u9867\u5ba2\u60c5\u5831\u3084\u5546\u8ac7\u306e\u9032\u6357\u3092\u4e00\u5143\u7ba1\u7406\u3057\u3001\u6d3b\u52d5\u30c7\u30fc\u30bf\u3092\u81ea\u52d5\u3067\u84c4\u7a4d\u30fb\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u5b9f\u884c\u72b6\u6cc1\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3067\u304d\u307e\u3059\u3002\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u52b9\u7387\u5316\u3068\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u7684\u78ba\u306a\u610f\u601d\u6c7a\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u95a2\u9023\u8a18\u4e8b\uff5c<a href=\"https:\/\/biz.moneyforward.com\/work-efficiency\/basic\/2057\/?provider=we_basic&amp;provider_info=cv.7882.part.article\" target=\"_blank\" rel=\"noopener\">\u9867\u5ba2\u7ba1\u7406\u3068\u306f\uff1f\u7d4c\u55b6\u306b\u5f79\u7acb\u3064CRM\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\u306e\u30e1\u30ea\u30c3\u30c8\u3084\u304a\u3059\u3059\u3081\u6bd4\u8f037\u9078<\/a><\/p>\n<h2>\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u6539\u5584\u3068\u767a\u5c55<\/h2>\n<p><span style=\"background-color: #ffff99;\"><b>\u5e02\u5834\u3084\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u306f\u5e38\u306b\u5909\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/b><\/span>\u4e00\u5ea6\u4f5c\u6210\u3057\u305f\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306b\u56fa\u57f7\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u6642\u4ee3\u306b\u5408\u308f\u305b\u3066\u67d4\u8edf\u306b\u9032\u5316\u3055\u305b\u3066\u3044\u304f\u3053\u3068\u304c\u3001\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u3055\u3089\u306b\u767a\u5c55\u3055\u305b\u308b\u305f\u3081\u306e\u8003\u3048\u65b9\u3084\u6700\u65b0\u30c8\u30ec\u30f3\u30c9\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n<h3>\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u300cThe Model\u300d\u306e\u8003\u3048\u65b9<\/h3>\n<p><span style=\"background-color: #ffff99;\"><b>\u73fe\u4ee3\u306e\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u8003\u3048\u308b\u4e0a\u3067\u53c2\u8003\u306b\u306a\u308b\u306e\u304c\u3001\u300cThe Model\uff08\u30b6\u30fb\u30e2\u30c7\u30eb\uff09\u300d\u3068\u3044\u3046\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3067\u3059\u3002<\/b><\/span>\u3053\u308c\u306f\u3001\u55b6\u696d\u6d3b\u52d5\u3092\u300c\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u300d\u300c\u30a4\u30f3\u30b5\u30a4\u30c9\u30bb\u30fc\u30eb\u30b9\u300d\u300c\u30d5\u30a3\u30fc\u30eb\u30c9\u30bb\u30fc\u30eb\u30b9\u300d\u300c\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30af\u30bb\u30b9\u300d\u306e4\u3064\u306e\u90e8\u9580\u3067\u5206\u696d\u3057\u3001\u9023\u643a\u3059\u308b\u8003\u3048\u65b9\u3067\u3059\u3002\u5404\u90e8\u9580\u304c\u5c02\u9580\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u3067\u3001\u7d44\u7e54\u5168\u4f53\u306e\u751f\u7523\u6027\u5411\u4e0a\u3092\u76ee\u6307\u3057\u307e\u3059\u3002<\/p>\n<h3>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306a\u3069\u95a2\u9023\u90e8\u9580\u3068\u306e\u9023\u643a<\/h3>\n<p><span style=\"background-color: 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