「見込み客」と「顧客」の使い分け

{“main-title”:{“component”:”hc_title”,”id”:”main-title”,”title”:””,”subtitle”:””,”title_content”:{“component”:”hc_title_image”,”id”:”title-image”,”image”:”https://test.f-revocrm.jp/frevowp/wp-content/uploads/2021/05/img_instance_top-1024×493.png|651|1351|15287″,”full_screen”:false,”full_screen_height”:””,”parallax”:false,”bleed”:””,”ken_burn”:””,”overlay”:””,”breadcrumbs”:false,”white”:false}},”section_5ZtkF”:{“component”:”hc_section”,”id”:”section_5ZtkF”,”section_width”:””,”animation”:””,”animation_time”:””,”timeline_animation”:””,”timeline_delay”:””,”timeline_order”:””,”vertical_row”:””,”box_middle”:””,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”section_content”:[{“component”:”hc_column”,”id”:”column_vtfQF”,”column_width”:”col-md-12″,”animation”:””,”animation_time”:””,”timeline_animation”:””,”timeline_delay”:””,”timeline_order”:””,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”main_content”:[{“component”:”hc_wp_editor”,”id”:”Xhugf”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”editor_content”:”[no_toc]\n\n “},{“component”:”hc_text_block”,”id”:”Pb6Sf”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”content”:”更新 2022/12/20 “},{“component”:”hc_column”,”id”:”column_eWkxI”,”column_width”:”col-md-12″,”animation”:””,”animation_time”:””,”timeline_animation”:””,”timeline_delay”:””,”timeline_order”:””,”css_classes”:”text-m “,”custom_css_classes”:””,”custom_css_styles”:””,”main_content”:[{“component”:”hc_space”,”id”:”hbeOB”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”size”:””,”height”:””},{“component”:”hc_column”,”id”:”column_PedUj”,”column_width”:”col-md-6″,”animation”:””,”animation_time”:””,”timeline_animation”:””,”timeline_delay”:””,”timeline_order”:””,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”main_content”:[{“component”:”hc_text_block”,”id”:”cAmy2″,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”content”:”今回は、よくある質問として「見込み客」と「顧客」の使い分けに関して書きます。\n\nF-RevoCRMをはじめCRMのソフトウェアではだいたい\n「見込み客」(リード)を管理するモジュールと\n「顧客」を管理するモジュールがあります。\n\nこの二つのモジュールはどの様に使い分ければ良いでしょうか?\nF-RevoCRMの場合、機能的には見込み客の場合は案件や顧客(法人)を紐付ける事ができません。”}]},{“component”:”hc_column”,”id”:”column_OBnwn”,”column_width”:”col-md-6″,”animation”:””,”animation_time”:””,”timeline_animation”:””,”timeline_delay”:””,”timeline_order”:””,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”main_content”:[{“component”:”hc_image”,”id”:”NgGTN”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”image”:”https://test.f-revocrm.jp/frevowp/wp-content/uploads/2015/12/a0003_001879_m-1024×576.jpg|900|1600|2805″,”alt”:””,”thumb_size”:”full”},{“component”:”hc_space”,”id”:”UP62M”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”size”:”s”,”height”:””}]},{“component”:”hc_text_block”,”id”:”UoNXf”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”content”:”「A商事」の「山田太郎」という方から、自社商品に関して、お問合せを頂いた際に「見込み客」に登録したとします。この中で氏名や連絡先などの情報を登録する事ができます。\n\nその後、ステージが実際に営業活動に移ったので「案件」を登録したとします。ここには「受注予定日」や「受注見込金額」「案件内容」等を入力できます。\nしかし「山田太郎」さんが見込み客のままだと登録した案件情報と紐付ける事ができません。この為、案件を登録する際は見込み客の「山田太郎」さんを「顧客に昇格」させる必要があります。\nF-RevoCRMの場合、ボタン一つで顧客に昇格させる事ができます。\n”},{“component”:”hc_space”,”id”:”xgkQQ”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”size”:”l”,”height”:””},{“component”:”hc_column”,”id”:”column_7Atyc”,”column_width”:”col-md-6″,”animation”:””,”animation_time”:””,”timeline_animation”:””,”timeline_delay”:””,”timeline_order”:””,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”main_content”:[{“component”:”hc_content_box”,”id”:”FBttM”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”image”:”https://test.f-revocrm.jp/frevowp/wp-content/uploads/2022/02/c1422149fcbdf47f1b95429a3f6030ec.png|205|205|18105″,”title”:”F-RevoCRM7.3【見込み客の登録】”,”icon”:””,”icon_style”:””,”icon_image”:””,”box_style”:”side_content”,”boxed”:true,”boxed_inverse”:true,”title_size”:”text-m”,”text_size”:””,”button_text”:”記事を読む”,”button_style”:”square”,”button_dimensions”:”btn-xs”,”button_animation”:false,”extra_content”:””,”extra_content_2″:””,”text”:”顧客管理の「入り口」にあたる見込み客の登録方法をご紹介します。”,”link_type”:”classic”,”lightbox_animation”:””,”caption”:””,”inner_caption”:false,”new_window”:false,”link”:”https://test.f-revocrm.jp/2020/12/11993/”,”link_content”:[],”lightbox_size”:””,”scrollbox”:false}]},{“component”:”hc_column”,”id”:”column_uhPpo”,”column_width”:”col-md-6″,”animation”:””,”animation_time”:””,”timeline_animation”:””,”timeline_delay”:””,”timeline_order”:””,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”main_content”:[{“component”:”hc_content_box”,”id”:”SdULa”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”image”:”https://test.f-revocrm.jp/frevowp/wp-content/uploads/2022/02/c1422149fcbdf47f1b95429a3f6030ec.png|205|205|18105″,”title”:”見込み客から顧客へ昇格させてみよう”,”icon”:””,”icon_style”:””,”icon_image”:””,”box_style”:”side_content”,”boxed”:true,”boxed_inverse”:true,”title_size”:”text-m”,”text_size”:””,”button_text”:”記事を読む”,”button_style”:”square”,”button_dimensions”:”btn-xs”,”button_animation”:false,”extra_content”:””,”extra_content_2″:””,”text”:”顧客となった見込み客を顧客企業へ昇格させて、 見込み客で登録していたデータを引き継ぐ方法をご紹介します。”,”link_type”:”classic”,”lightbox_animation”:””,”caption”:””,”inner_caption”:false,”new_window”:false,”link”:”https://test.f-revocrm.jp/2021/05/f-revocrm7-3_lead_promo/”,”link_content”:[],”lightbox_size”:””,”scrollbox”:false}]},{“component”:”hc_space”,”id”:”0EEBu”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”size”:”l”,”height”:””},{“component”:”hc_text_block”,”id”:”ZQcrq”,”css_classes”:””,”custom_css_classes”:””,”custom_css_styles”:””,”content”:”この様に多くのCRMソフトの場合、
\n「見込み客」(リード)=案件が発生する前までのお客様
\n「顧客」=案件が発生した後のお客様
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\n「見込み客」(リード)=案件が発生する前までのお客様
\n「顧客」=案件が発生した後のお客様
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2015年11月17日F-RevoCRMの機能シンキングリードよくある質問