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[CRM]Salesforceの入力規則 episode artwork

Dec 5, 2024 15 min

[CRM]Salesforceの入力規則

from BtoBコミュニケーションとビジネス談話 - B2B Communication & B2B Business

CRMを導入したあとに出てくるよくあることとして、入力が徹底できない、入力ルールの統一をしようとしても統一までほど遠いなどの課題です。 これらを解決するには、ヒューマンエラーやケアレスミスはなくならないこととして、システムで環境を作ることが重要です。 Salesforceの入力規則は、それらを実現できます。 現場で起きる些細なことが蓄積されて大きな課題になっていきますので、CRMの導入においては、現場の視点も忘れずに導入しなければ、宝の持ち腐れになりますよ、という話でした。 【ご意見ご感想ボックスはこちら】 ⁠https://docs.google.com/forms/d/e/1FAIpQLSc9lSRqQ_ZJ3CGDWbwO5gIZ7BTH6pGX0ehpLRKXw7IZ4SuIiQ/viewform?usp=sf_link ⁠○どうでもいい話は、「フルマラソン」という話です。 #マーケティング #セールス #コミュニケーション #顧客視点 #コンテンツ #ビジネス #BtoB #BtoBマーケティング （提供：株式会社コロンバスプロジェクト ⁠https://columbusproject.co.jp⁠）

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[CRM]Salesforceの入力規則

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