【2024年最新】SFA(営業支援ツール)17選を徹底比較！選び方や特徴も詳しく紹介！

SFA(営業支援ツール)を導入したい

SFA(営業支援ツール)の選び方の基準を知りたい

SFA(営業支援ツール)を一覧で比較したい

この記事を読んでいるあなたは上記のように考えているかもしれません。

SFA(Sale Force Automation)とは、営業支援ツールのことです。

営業担当者は、見込み客へのアプローチ以外にも、顧客管理・案件管理・見積書作成・行動管理・売上予測・タスク管理・日報など、様々な業務を行っています。

このような繰り返し業務を毎日行なっていると負担が大きくなり、営業の業務に対して効率的な成果が出しづらくなってしまいます。

そんな時に役立つのが「SFA(営業支援ツール)」です。

SFAなら、営業担当者の業務の進捗状況が可視化でき、日々の繰り返し業務を自動化することができます。

しかし、SFAは多くの業者がサービス・ツールの提供をしており、正確に自社に合ったSFAを選ぶことが難しくなっています。

この記事では、そんなあなたに「おすすめのSFAを17選を徹底比較し、各SFAの特徴やSFAの導入のメリット・デメリット」をお伝えしていきます。

SFAをざっくり言うと

業務の進捗状況を可視化ができる
繰り返し業務を自動化ができる
業務全体の効率化を図るツール・サービス

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SFAとは

営業担当者の業務を効率化することのできるツール・サービスをSFA(営業支援ツール)と言います。

この章では、そもそもSFAとは何か？どんな機能が備わっているのかについて詳しく紹介していきます。

SFA(営業支援ツール)

SFAの概要

SFA(営業支援ツール)を導入すると、営業担当者の業務を管理者が一括で管理でき、営業活動の進捗状況などを可視化できるようになります。

出典：キントーン体験シュミレーター

営業担当が業務に集中でき、顧客管理や日報の作成などの無駄なルーティーン業務を行う必要をなくせることがメリットです。

また、業務の進捗状況が可視化されるため、業務の改善点やボトルネックとなる部分を発見しやすくなるのもメリットと言えます。

SFAの主な機能

SFAは、基本的に営業担当者に『営業活動』に注力してもらうために、それ以外の自動化が可能な業務や業務の進捗状況をクラウド上で管理者の元で一括管理し、業務の効率化を図るツール・サービスです。

自動化や可視化が可能な業務はこちらです。

SFAで自動化・可視化が可能な業務一覧

顧客管理
案件管理
見積書作成
行動管理
売上管理・予測
メールの一括送信
日報・週報作成

各SFAによって、効率化が可能な業務に差があるので、自社にとって自動化が必要な業務とそれに対応しているSFAを確認しましょう。

サービス名	無料プラン	無料トライアル	初期費用	費用(1人あたり)	顧客管理機能	名刺管理機能	売上管理	見積書作成	日報管理	メール一括配信
CLOUDSIGN Sales Automation	○	○	要問合せ	要問合せ	△	○	○	○	×	○
SHANONMARKETINGPLATFORM	×	×	要問合せ	6,000円〜	○	○	×	×	○	○
Salesforce Sales Cloud	×	○	無し	9,000円〜	○	△	○	○	△	○
Senses	×	○	無し	5,000円〜	○	×	○	○	○	○
kintone	×	○	無し	780円〜	○	○	○	○	○	○
eセールスマネージャー	×	×	無し	11,000円〜	○	○	○	○	○	○
Oracle Sales Cloud	×	×	要問い合わせ	7,800円〜	○	○	○	○	○	○
ネクストSFA	×	○	無し	4,000円〜	○	○	○	○	○	○
Zoho CRM	○	○	無し	1,440円〜	○	○	○	○	○	○
Freshsales Suite	○	○	無し	1,800円〜	○	○	×	×	×	○
Sales Force Assistant	×	○	50,000円〜	3,500円〜	○	○	○	○	○	○
JUST.SFA	×	○	無料	15,000円〜	○	○	○	○	○	○
Microsoft Dynamics 365	×	○	無料	7,070円〜	○	○	○	○	○	○
intra-mart DPS for Sales	×	○	無料	1,500円〜	○	○	○	×	○	×
sansan	×	○	ライセンス費用の12ヶ月分	10,000円〜	○	○	○	○	×	○
GRIDY SFA	○	○	無し	50,000円〜 (ユーザー無制限)	○	○	○	○	○	○
Ecrea	×	○	無し	1,000円	○	△	○	○	○	○

おすすめのSFA17選を一覧で比較

こちらでは、上記の比較表で紹介した、各SFAごとに詳しく紹介していきます。

それぞれの特徴、機能、価格などの基本情報をお伝えしていきます。

おすすめのSFA17選

CLOUDSIGN Sales Automation
SHANONMARKETINGPLATFORM
Salesforce Sales Cloud
Senses
kintone
eセールスマネージャーRemix Cloud
Oracle Sales Cloud
ネクストSFA
Zoho CRM
Freshsales Suite
Sales Force Assistant
JUST.SFA
Microsoft Dynamics 365
intra-mart DPS for Sales
sansan
GRIDY SFA
Ecrea

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CLOUDSIGN Sales Automation

出典：https://www.cloudsign.jp/related/sa/

CLOUDSIGN Sales Automationのおすすめポイント

見込み顧客の発掘が可能
安心の導入サポート・コンサルティング
営業リードタイムの短縮

「CLOUDSIGN Sales Automation」とは、弁護士ドットコム株式会社が提供するSFAサービスです。

クラウドサインと同系列のサービスなので、多くの実績とノウハウを備えています。

顧客管理システムと連携することで、営業業務の全体を管理、自動化することが可能です。

【CLOUDSIGN Sales Automationの基本情報】

サービス名	CLOUDSIGN Sales Automation
機能	顧客管理機能(外部サービスと連携が必要) 売上管理・予測見積書作成問い合わせフォームの作成・管理メールの一括配信
価格	要問合せ
実績	導入企業130万社以上（クラウドサインサービス全体）

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SHANONMARKETINGPLATFORM

出典：https://www.shanon.co.jp/

SHANONMARKETINGPLATFORMのおすすめポイント

複雑なマーケティングチャネルに対応
リードなーチャリングの仕組化が可能
顧客の行動履歴に基づいて分析

「SHANONMARKETINGPLATFORM」とは、株式会社シャノンが提供するSFAサービスです。

CRM(顧客関係管理)やMA(マーケティングオートメーション)機能も一体化しているのが特徴のツールです。

顧客管理や案件管理ボードが直感的で、誰でも簡単に使用できます。

見込み客の行動履歴を記録し、興味度合いを行動に基づいて自動で分類できるので、顧客管理業務の効率化が期待できるでしょう。

【SHANONMARKETINGPLATFORMの基本情報】

サービス名	SHANONMARKETINGPLATFORM
機能	顧客管理機能商談管理機能動画管理機能シナリオ機能メールの一括配信
価格	初期費用：要問い合わせ 6,000円〜/1ユーザー/月額
実績	導入企業900以上キャンペーン実績220,000以上

無料で一括資料請求

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Salesforce Sales Cloud

出典：https://glue-si.com/products/sales-cloud

Salesforce Sales Cloudのおすすめポイント

幅広い機能が使用できる
優秀な分析機能・レポート機能
高いセキュリティ性能

「Salesforce Sales Cloud」は、Sale force社が運営するSFAです。

日本だけでなく世界中でも多くの企業で使用されており、約15万社もの企業が「Salesforce Sales Cloud」を導入しています。

この世界の高いシェア率を誇る理由は、対応している機能の多さや高い分析性能にあります。

また、保健所にも採用されるほどセキュリティ面で強く、安心して使用できることも挙げられます。

【Salesforce Sales Cloudの基本情報】

サービス名	Salesforce Sales Cloud
機能	顧客管理機能名刺管理機能(外部サービスと連携が必要) 売上管理・予測見積書作成日報管理(共有に一部設定が必要) メールの一括配信モバイル端末対応
価格	初期費用：無料 Salesforce Essentials：3,000円/1ユーザー/月額 Lightning Professional：9,000円/1ユーザー/月額 Lightning Enterprise：18,000円/1ユーザー/月額 Lightning Unlimited：36,000円/1ユーザー/月額
実績	全世界15万社以上が導入世界最高のシェア率

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Senses

出典：https://www.cocripo.co.jp/organize/detail/952ab91f-becf-444a-94d1-adb931bfe275

Sensesのおすすめポイント

カード形式で見やすさに優れたユーザーインターフェイス
取引先の企業の情報を自動的に取得してくれる
Chromeとの連携で、入力作業の自動化が可能

「Senses」は、Senses社が運営するSFAです。

Sensesは、とくかく自動化に優れており、情報を取得したりデータを入力したりと業務の効率化ができます。

取引先の企業のプレスリリースや財務情報に加え、GmailやGoogleカレンダーと連携することで、メールの内容や予定も自動的に入力してくれます。

【Sensesの基本情報】

サービス名	Senses
機能	顧客管理機能売上管理・予測見積書作成日報管理メールの一括配信 Gmail,Googleカレンダーと連携モバイル端末対応
価格	初期費用：無料 Starter：25,000円～/5ユーザー/月額 Growth：100,000円～/10ユーザー/月額 Enterprise：300,000円〜/20ユーザー/月額
実績	利用企業数1,300社以上平均売上成長率39％利用継続率98％

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kintone

出典：https://smabiz.jp/solution/detail/solution-31.html

kintoneのおすすめポイント

SFA以外の機能も充実
テンプレートがあるので、導入が簡単
30日間の無料トライアルがあるなど、価格が良心的

「kintone」は、サイボウズ社が運営するSFAです。

SFAのサービスだけでなく、サイボウズ社が運営する「勤怠管理」などのサービスとも連携が可能なため、幅広い機能を一つのサービスで完結できます。

また、導入に必要なテンプレートが整っており、初期費用も無料のため、どんな企業でも簡単に導入することが可能です。

価格もライトコースであれば、１ユーザーごとに月額780円で30日間の無料トライアルもあるため、初めて導入を考えている企業にも優しい料金体制になっています。

【kintoneの基本情報】

サービス名	kintone
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：無料スタンダードコース：1,500円/1ユーザー/月額ライトコース：780円/1ユーザー/月額
実績	約1万社以上が導入

無料で一括資料請求

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まとめて資料請求する！

eセールスマネージャー

出典：https://www.e-sales.jp/word/partner.html

eセールスマネージャーのおすすめポイント

日本製のSFAのため、圧倒的に使いやすい
日本の営業向けに作られたため、定着しやすい
優れたユーザーインターフェイスのため、進捗状況の可視化が可能

「eセールスマネージャー」は、ソフトブレーン社が運営するSFAです。

このSFAの最大の特徴は、日本の会社が日本の営業の支援のために開発されたことです。

海外の支店など海外の営業担当が利用するには向いていないデメリットがありますが、日本のみで利用する場合には使いやすさは一番です。

国内での満足度も、導入しやすさやサービス・システム満足度ともにNo.1なので、信頼できるSFAです。

【eセールスマネージャーの基本情報】

サービス名	eセールスマネージャー
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：無料スタンダード：11,000円〜/1ユーザー/月額ナレッジシェア（閲覧のみ）：6,000円～/1ユーザー/月額スケジュールシェア（グループウェアのみ）：3,000円～/1ユーザー/月額
実績	約5,500社以上が導入利用継続率95% 総合満足度No.1

無料で一括資料請求

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まとめて資料請求する！

Oracle Sales Cloud

出典：https://hajimari.ai/insidesales/sfa-tool/

Oracle Sales Cloudのおすすめポイント

多くのBtoB企業に導入されている信頼
Oracle社の運営するサービスと連携し、幅広い業務で利用可能
「テリトリー分析」や「売上予測」などの実用的な機能が優れている

「Oracle Sales Cloud」は、アメリカのOracle社が運営するSFAです。

グローバル企業やBtoB企業で幅広く導入されている実績を持ち信頼は抜群です。

また、AIを使った分析機能で売上に直結する業務部分の支援に優れています。

別料金がかかりますが、オプションでオラクルのパートナーが導入のサポートも行ってくれるので、導入段階に不安がある企業も安心して利用することができます。

【Oracle Sales Cloudの基本情報】

サービス名	Oracle Sales Cloud
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：無料 Professional Edition：7,800円/1ユーザー/月額 Standard Edition：12,000円/1ユーザー/月額 Enterprise Edition：24,000円/1ユーザー/月額 Premium Edition：36,000円/1ユーザー/月額
実績	グローバル企業を中心に約1,000社以上が導入

無料で一括資料請求

SFAツールを
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ネクストSFA

出典：https://line.worksmobile.com/jp/feature/integration/nextsfa/

ネクストSFAのおすすめポイント

使いやすさを追求し、直感的に操作が可能
プログラミング知識不要でも簡単に設定が可能
充実した無料サポート

「ネクストSFA」は株式会社ジオコードが運営するSFAです。

日本で開発されたSFAのため、使いやすさとサポートに特化しています。

直感的にドラッグ&ドロップで管理画面を操作できるので、SFAで重要視される業務の進捗状況の可視化に優れています。

また、無料で初期設定サポートや運用後のヒヤリングやセミナーの開催など行っており、契約後のサポートも充実しています。

【ネクストSFAの基本情報】

サービス名	ネクストSFA
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：無料基本料金：50,000円月額利用料：4,000円/1ユーザー/月額 (11ユーザー以上から1ユーザーあたり)
実績	定着率97.5%

無料で一括資料請求

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Zoho CRM

出典：https://sogyotecho.jp/zoho-crm-1/

Zoho CRMのおすすめポイント

AIアシスタントによる営業支援が可能
月額契約が可能で、低価格に抑えられる
高いセキュリティ性能を持ち合わせている

「Zoho CRM」は、ゾーホージャパン株式会社が運営しているSFAです。

ゾーホージャパンは、ZiaというAIの営業アシスタントも運営しており、Zoho CRMと連携し使うことで商談の結果や売上などを効率的に正確に予測することができます。

また、AIによってデータなどの自動入力が可能になっており、業務の効率化ができます。

セキュリティ面でも、データの保護やアクセスコントロールなど、様々な国のセキュリティ要件を満たしているため海外で利用する場合も安心して利用することができます。

【Zoho CRMの基本情報】

サービス名	Zoho CRM
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：無料スタンダード：1,440円/1ユーザー/月額プロフェッショナル：2,400円/1ユーザー/月額エンタープライズ：4,200円/1ユーザー/月額アルティメット：5,400円/1ユーザー/月額
実績	全世界15万社以上が導入

無料で一括資料請求

SFAツールを
まとめて資料請求する！

Freshsales Suite

出典：https://www.orangeone.jp/freshworks/sales/

Freshsales Suiteのおすすめポイント

導入から運用まで、低コストで可能
導入までのスピードの速さ
多数のクラウドアプリとの連携が可能

「Freshsales Suite」は、Fresh works(日本唯一の代理店はOrangeOne株式会社)が運営するSFAです。

このSFAの特徴は、導入のしやすさと速さにあります。

無料プランや無料トライアルがあり、有料プランもユーザー1人あたり1,800円と投資リスクが少なく済みます。

加えて、契約から最短翌日に導入が完了する速さも魅了的です。

また、500種類以上のクラウドアプリと連携ができるため、

電話
Eメール
お問合フォーム
LINE
Twitter
Slack
Facebook

などの機能を強化することも可能です。

【Freshsales Suiteの基本情報】

サービス名	Freshsales Suite
機能	顧客管理機能名刺管理機能メールの一括配信各チャットアプリと連携モバイル端末対応
価格	初期費用：無料 GROWTH：1,800円/1ユーザー/月額額 PRO：4,700円/1ユーザー/月額 ENTERPRISE：8,300円/1ユーザー/月額
実績	全世界4万社以上が導入

無料で一括資料請求

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Sales Force Assistant

出典：https://cdn.softbank.jp/biz/set/data/mobile/sbm/solution/partner/niconsulting/sfa/pdf/sfa.pdf

Sales Force Assistantのおすすめポイント

電子秘書機能で営業担当フルサポート
専属コンサルタントが導入から社内定着までアシスト
グループウェアとの連携でスケジュールの同期ができ効率化が可能

「Sales Force Assistant」は、株式会社ＮＩコンサルティングが運営するSFAです。

Sales Force Assistantには、営業担当者一人ずつに電子秘書がアシスタントとして付き、日報管理やスケジール管理、訪問先の場所を教えてくれるなど、様々な面でサポートしてくれます。

また、SFA自体の導入や定着をサポートするために、導入研修やスタートアップ研修などを行っており、サポート体制にも優れています。

【Sales Force Assistantの基本情報】

サービス名	Sales Force Assistant
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：50,000円/1契約 Sales Force Assistant顧客創造：4,000円/1ユーザー/月額 Sales Force Assistant顧客深耕：3,500円/1ユーザー/月額 Sales Force Assistant深耕創造：4,500円/1ユーザー/月額 Sales Force Assistant顧客創造R：4,000円/1ユーザー/月額 Sales Force Assistant顧客深耕R：4,500円/1ユーザー/月額 Sales Force Assistant顧客深耕AO：3,500円/1ユーザー/月額
実績	利用企業数：4,400社

無料で一括資料請求

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JUST.SFA

出典：https://www.justsystems.com/jp/products/justsfa/

JUST.SFAのおすすめポイント

ノーコードでSFAを構築できる
インターフェースを簡単にカスタマイズできる
営業スタイルに合わせたSFAを柔軟に構築できる

「JUST.SFA」は、株式会社ジャストシステムが運営するSFAです。

導入から操作までシンプルな設計で簡単に操作できることが特徴です。

また、「新規開拓」「既存深耕」「ルートセールス」など営業のスタイルごとに管理画面をカスタマイズできるので、より業務の効率化が捗ります。

【JUST.SFAの基本情報】

サービス名	JUST.SFA
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：無料 15,000円/１ユーザー/月
実績	ソフトウェア開発35年の信頼性

無料で一括資料請求

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Microsoft Dynamics 365

出典：https://bizwind.co.jp/blog/sales-support/microsoft-dynamics-365/

Microsoft Dynamics 365のおすすめポイント

Microsoft Officeと連携してデーター分析などの作業ができる
Microsoft Teamsと連携してオンライン営業も効率的にできる
AIを使用した、顧客分析などインサイトを見ることができる

「Microsoft Dynamics 365」はMicrosoft社が運営するSFAです。

ほとんどのオフィスで使われているMicrosoft Officeと連携が可能であるため、社内に定着しやすくなっています。

オンライン営業時のMicrosoft Teamsなど、ほとんどの機能を使い慣れているツールを使いスムーズに連携できるため、スピードや使いやすさを重視した企業におすすめできます。

【Microsoft Dynamics 365の基本情報】

サービス名	Microsoft Dynamics 365
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：無料 Dynamics 365 Sales Professional：7,070円/１ユーザー月額 Dynamics 365 Sales Enterprise：10,330円/１ユーザー/月額 Microsoft Relationship Sales ：17,576円～/１ユーザー/月額 Dynamics 365 Sales Premium：14,680/１ユーザー/月額
実績	Microsoftの信頼性から全世界で多数の企業が導入

無料で一括資料請求

SFAツールを
まとめて資料請求する！

intra-mart DPS for Sales

出典：https://3naoshi.com/sfa/intra-mart-dps-for-sales

intra-mart DPS for Salesのおすすめポイント

ユーザーの使う機能によって料金プランを分けて契約ができる
エクセルの情報をプログラミング知識なしで登録ができる
商談情報を有効活用して、予測の精度をあげる

「intra-mart DPS for Sales」は、NTTデータイントラマート社が運営するSFAです。

Excelで作成した帳票を登録することができ、SFAに入力した情報と結びつけて、効率的に管理することが可能になっています。

また、SFA内の情報を閲覧するのみのユーザーや情報を更新するユーザーなど、ユーザーの利用状況ごとに料金プランを変更することができるため、月々の利用料を安くすることが可能です。

【intra-mart DPS for Salesの基本情報】

サービス名	intra-mart DPS for Sales
機能	顧客管理機能名刺管理機能売上管理・予測日報管理モバイル端末対応
価格	初期費用：無料(クラウド・フル/ライトのみ) クラウド・フル：4,500円/1ユーザー/月クラウド・ライト：2,500円/1ユーザー/月プライベートクラウド・フル：3,500円／1ユーザー/月プライベートクラウド・ライト：1,500円/1ユーザー/月オンプレミス・フル：100,000円(ライセンス買取) オンプレミス・ライト：30,000円(ライセンス買取)
実績	8,200社以上が導入

無料で一括資料請求

SFAツールを
まとめて資料請求する！

sansan

出典：https://discompany.work/company/123

sansanのおすすめポイント

名刺をスキャナーでデータ化することで簡単に管理ができる
簡単にデータを登録して管理することが可能なため、規模の大きな企業に向いている
自分だけでなく他人の名刺情報も多くのデバイスで閲覧可能なため、効率的に営業が可能

「sansan」は、Sansan株式会社が運営するSFAです。

sansanは、名刺管理に特化しているSFAで、スキャナーから簡単に名刺の情報を登録できるため、他の業務に支障が出ることなく情報の登録・管理ができます。

毎日大量の名刺などの顧客情報が追加される大規模の企業に向いているSFAと言えます。

また、他の営業担当者の名刺情報も様々なデバイスで閲覧可能なため、営業先でもスムーズに業務を進めることができます。

【sansanの基本情報】

サービス名	sansan
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成メールの一括配信モバイル端末対応
価格	ライセンス料：要見積もり初期費用：ライセンス料の12ヶ月分スキャナーレンタル代：10,000円/月
実績	6,000社以上が導入サービスシェア83%

無料で一括資料請求

SFAツールを
まとめて資料請求する！

GRIDY SFA

出典：https://ksj.co.jp/knowledgesuite/service/sfa.html

GRIDY SFAのおすすめポイント

3ステップのみで営業報告とデーターが蓄積できる
スマホアプリと連携して、どこでも使用できる
ユーザー数によっての料金の変動はなく、経費を抑えられる

「GRIDY SFA」は、Knowledge Suiteが運営するSFAです。

情報の登録しやすさと見やすさに優れていることが魅力になっています。

スケジュール・商談・報告先を登録するだけで情報が登録でき、「GRIDY SmartPhone」というスマホアプリで営業先でもどこでも情報を確認できます。

また、料金もユーザー数に依存しないクラウドベースの計算のため、ユーザー数が増えて月額料金が跳ね上がる心配もありません。

【GRIDY SFAの基本情報】

サービス名	GRIDY SFA
機能	顧客管理機能名刺管理機能売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：無しスタンダードプラン：50,000円/月プロフェッショナルプラン：80,000円/月グループウェアプラン：6,000円/月
実績	5,300社以上が導入

無料で一括資料請求

SFAツールを
まとめて資料請求する！

Ecrea

出典：https://kensetsu.ipros.jp/product/detail/2000506039/

Ecreaのおすすめポイント

必要な機能のみを選んで構築ができる
顧客への一斉メールやステップメールでアプローチができる
会社によってサポートプランが選べる

「Ecrea」は、株式会社エクレアラボが運営するSFAです。

多くのSFAは契約すると利用できる全ての機能が付いてきますが、「Ecrea」は会社が必要な機能のみ選んで導入することが可能です。

また、サポートプランも様々あり、SFAに慣れている会社向けのサポートプランや、初めてSFAを導入する会社に向いているサポートプランなど自社に合ったサポートを受けられることができます。

【Ecreaの基本情報】

サービス名	Ecrea
機能	顧客管理機能名刺管理機能(外部機能との連携が必要) 売上管理・予測見積書作成日報管理メールの一括配信モバイル端末対応
価格	初期費用：無し Ecreaベース：1,000円/1ライセンス/月活動：500円/1ライセンス/月案件：500円/1ライセンス/月プロダクト：500円/1ライセンス/月カスタマーサポート：500円/1ライセンス/月メール配信：500円/1ライセンス/月
実績	非公開

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SFAを比較するときのポイント

SFAは様々な会社がサービスを提供していますが、機能や価格など様々です。

この章では、自社に合った最適なものを選ぶためのポイントを紹介していきます。

SFAを比較するポイント

必要な機能が揃っているか
価格は機能に対して適正なものか
モバイル端末が対応しているか

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必要な機能が揃っているか

SFAは顧客情報の管理や営業の行動管理など、様々な機能が搭載されています。

一方で、多彩な機能に満足してあまり検討せずに導入してしまい失敗するというケースは良く見受けられます。

そのため、まずは必要な機能が揃っているかをしっかりと確認しましょう。

また、必要な機能を見極めるためにもSFAを導入する目的が重要です。

まずは自社の営業や業務工程の中から課題を見つけて、その課題を解消できる機能があるかどうかを必ず確認しましょう。

SFAはあくまで手段の1つなので、導入が目的にならないように気を付けるのがポイントです。

価格は機能に対して適正なものか

SFAを導入するには初期費用や月額料金、さらにオプションサービスが必要となった場合はさらに費用がかかります。

SFAの機能や価格設定はサービスを提供している会社によって大きく異なります。

そのため、SFAを導入する際は1社ではなく複数社から見積もりをもらうようにしましょう。

自社で必要な機能に対して見積もりに記載されている料金が適正かどうか判断できますので、過度に高いサービスを契約するリスクが減ります。

複数社からの導入見積もりをもらって年間のコストを計算して、SFAを導入するかどうかを検討しましょう。

また、できるだけランニングコストを下げるためにも、無駄なオプションを契約しないよう注意しましょう。

モバイル端末が対応しているか

SFAはパソコンで主に利用しますが、中にはスマホやタブレットといったモバイル端末にも対応しているものもあります。

モバイル端末でもパソコン版とほぼ同様の機能が使用できるため、営業先などのオフィス以外の場所でも日報や顧客情報の入力などがより手軽に行えるようになります。

そのためちょっとしたスキマ時間の有効活用が可能になるでしょう。

特に営業先への移動中に、スマホで以前の営業内容や顧客情報が確認できるため営業の質を高めることもできます。

SFAの導入による業務の効率アップ効果を最大限生かすためにも、モバイル端末に対応しているかをしっかりとチェックしておきましょう。

導入形態が求めている形態か

SFAとひと口に言っても、クラウド上で管理するタイプや会社にサーバーなどを構築するオンプレミス型といったものなどがあります。

また導入形態によって導入までの期間も変動しますし、機能や操作性なども当然差が出てきます。

加えて、導入後のサポート体制もSFAが自社で定着するかどうかに影響してきます。

それぞれ良い面と悪い面はありますので、自社と一番相性の良い形態はどういったものなのかを事前に把握しておくと良いでしょう。

SFAを導入するメリット

ここからは、SFAを導入するメリットを紹介していきます。

SFAを導入するメリット

営業活動を可視化できる
業務の自動化ができる
管理者を起点に情報を共有できる

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営業活動を可視化できる

SFAの中でも特に大きなメリットが、営業活動の可視化です。

これまでの営業内容や売り上げ予測などを可視化することができ、より効果的な切り口を見つけたり営業の改善が行えます。

また、様々な業務がデータとして可視化することで業務の無駄を省き、さらに現場へのアドバイスの質も上がるため結果的に成約率アップも期待できます。

管理職に位置する人にとっては集まったデータを、人事評価の1つの基準としても活用できるため会社の前進には欠かせないツールと言えます。

適切なアドバイスと評価が行われれば、現場社員の士気アップも期待できるでしょう。

業務の自動化ができる

SFAの2つ目のメリットは、自動化による業務の効率アップです。

主に顧客情報や案件、レポート管理などの単純業務が自動化可能で、名刺情報の入力も短時間で読み込むことができます。

そのため、従来は入力の手間がかかっていた業務の時間的コストを下げられるので、重要度の高い業務に集中することができます。

営業担当の負担を減らすことで成約率アップに向けた施策が行いやすくもなるため、会社の売り上げアップが期待できるでしょう。

管理者を起点に情報を共有できる

SFAでは様々なデータを集めて出力するだけでなく、情報の共有が可能です。

例えば、営業先の連絡先や担当者の氏名、他にも取引履歴などもシェアできるためセールスのバッティングを防ぐ効果もあります。

そのため、取引先の信用度アップにも繋がります。

また、営業担当が個人だけで管理する必要がなくなるので、データとして社内で共有することで精神的な負担を減らす効果も期待できるでしょう。

さらに、営業担当者がそれぞれ予定をシェアすることで仕事の連携もスムーズになり、業務の引継ぎも円滑に進みます。

営業担当が入れ替わったとしても、過去のデータから前任の行動を読み取りノウハウを得ることもできるため、あらゆる面で業務の効率化が図れるでしょう。

SFAを導入するデメリット

ここからは、SFAを導入するデメリットを紹介していきます。

SFAを導入するデメリット

導入までに手間がかかる
作業時間が増えてしまう
導入の効果が表れるまでに時間がかかる

導入までに手間がかかる

SFAは導入して定着すれば絶大な効果が期待できますが、導入するまでに様々な手間がかかります。

誰でも導入できる簡単なテンプレートやマニュアルがある場合もありますが、導入するためにエンジニアやその知識がある人が必要です。

また、SFAは会社全体の効率化や売り上げアップなどが期待できますが、日常的に利用するのはあくまで現場の社員です。

SFAを導入するには現場社員へのフォローや操作マニュアルの作成、場合によってはプロジェクトチームを立ち上げてSFAの定着までサポートが必要なケースもあります。

このように、SFAは確かに会社にとって重要なツールではありますが、導入までに様々な労働コストがかかる点に注意して検討しましょう。

作業時間が増えてしまう

SFAは会社全体の業務の効率化が1つのメリットですが、導入することで作業時間が逆に増えてしまうことも良くあります。

マニュアルがあってもSFAの操作に社員が慣れるまではいつもよりも仕事に時間がかかってしまいます。

また、SFAはあくまで情報をインプットして蓄積されたデータを元に稼働しますが、データの入力は現場社員の手入力となります。

そのため、現場社員にはこれまで無かった日常業務が新しく課せられるため、結果的に作業時間が増えてしまいます。

なので、SFAを導入することで新たな労働コストが発生する点をしっかりと理解しておきましょう。

導入の効果が表れるまでに時間がかかる

SFAの肝はこれまでの営業や案件などのデータの蓄積にあります。

そのため、SFAに十分なデータが蓄積されるまでには、中～長期間の時間が必要となります。

また、SFAの運用が定着するまでは現場社員の負担ばかりが目に付いてしまう点にも注意が必要です。

なのでSFAの導入を成功させるためには、導入前に円滑に業務を進められるような社内システムの構築や、営業スタッフへのフォローが重要となるでしょう。

そのうえで、SFAの効果が目に見えて体感できるまでには時間がかかるという点を念頭において導入することをおすすめします。

SFAのよくある質問

SFAに関してよくある質問に回答していきます。

SFAのよくある質問

SFAの導入方法は？

SFAの導入方法は？

SFAの導入方法についてはサービスや、導入形態やSFAに対しての自社の取り組み方によっても変わりますが、大まかな流れは以下の通りです。

SFAの導入方法

導入に向けたプロジェクトチームを編成
SFAの導入で何を得たいのか目的を明確にする
目的達成のために必要な機能を検討する
SFAツールを提供している会社やプランを選ぶ
SFAを導入して運用スタート

SFAの導入については事前の取り組みが非常に重要です。

まずは導入の目的を決めて、そのために必要な機能を把握します。

そして、円滑にSFAツールが自社に定着するために、マニュアルの作成や現場社員のフォローなども必要となります。

SFAの効果が得られるまでにはある程度時間が必要となるため、導入後もまずはツールを定着させることを優先させましょう。

SFAとは

SFAの概要

SFAの主な機能

おすすめのSFA17選の比較表

おすすめのSFA17選を一覧で比較

CLOUDSIGN Sales Automation

【CLOUDSIGN Sales Automationの基本情報】

SHANONMARKETINGPLATFORM

【SHANONMARKETINGPLATFORMの基本情報】

Salesforce Sales Cloud

【Salesforce Sales Cloudの基本情報】

Senses

【Sensesの基本情報】

kintone

【kintoneの基本情報】

eセールスマネージャー

【eセールスマネージャーの基本情報】

Oracle Sales Cloud

【Oracle Sales Cloudの基本情報】

ネクストSFA

【ネクストSFAの基本情報】

Zoho CRM

【Zoho CRMの基本情報】

Freshsales Suite

【Freshsales Suiteの基本情報】

Sales Force Assistant

【Sales Force Assistantの基本情報】

JUST.SFA

【JUST.SFAの基本情報】

Microsoft Dynamics 365

【Microsoft Dynamics 365の基本情報】

intra-mart DPS for Sales

【intra-mart DPS for Salesの基本情報】

sansan

【sansanの基本情報】

GRIDY SFA

【GRIDY SFAの基本情報】

Ecrea

【Ecreaの基本情報】

SFAを比較するときのポイント

必要な機能が揃っているか

価格は機能に対して適正なものか

モバイル端末が対応しているか

導入形態が求めている形態か

SFAを導入するメリット

営業活動を可視化できる

業務の自動化ができる

管理者を起点に情報を共有できる

SFAを導入するデメリット

導入までに手間がかかる

作業時間が増えてしまう

導入の効果が表れるまでに時間がかかる

SFAのよくある質問

SFAの導入方法は？

おすすめのSFAの比較まとめ