{"id":240,"date":"2026-07-29T12:35:41","date_gmt":"2026-07-29T12:35:41","guid":{"rendered":"https:\/\/automations.keepsolid.com\/2026\/07\/29\/customer-success-automation-before-relationship-automation\/"},"modified":"2026-07-29T12:35:41","modified_gmt":"2026-07-29T12:35:41","slug":"customer-success-automation-before-relationship-automation","status":"publish","type":"post","link":"https:\/\/automations.keepsolid.com\/ja\/2026\/07\/29\/customer-success-automation-before-relationship-automation\/","title":{"rendered":"\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30af\u30bb\u30b9\u30c1\u30fc\u30e0\u304c\u95a2\u4fc2\u6027\u306e\u81ea\u52d5\u5316\u3088\u308a\u5148\u306b\u81ea\u52d5\u5316\u3059\u3079\u304d\u3053\u3068"},"content":{"rendered":"<h1>\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30af\u30bb\u30b9\u30c1\u30fc\u30e0\u304c\u95a2\u4fc2\u6027\u306e\u81ea\u52d5\u5316\u3088\u308a\u5148\u306b\u81ea\u52d5\u5316\u3059\u3079\u304d\u3053\u3068<\/h1>\n<p>\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30af\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u306f\u3001\u6700\u521d\u306b\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u305d\u306e\u3082\u306e\u3078\u8e0f\u307f\u8fbc\u3080\u3068\u5931\u6557\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>CS\u30c1\u30fc\u30e0\u306b\u306f\u6642\u9593\u3088\u308a\u591a\u304f\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u5f8c\u306e\u30d5\u30a9\u30ed\u30fc\u3001QBR 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opportunity\u3067\u3059\u3002\u5b9f\u65bd\u306e\u524d\u306b\u306f\u3001\u9867\u5ba2\u4f01\u696d\u306e\u30b7\u30b9\u30c6\u30e0\u3001\u6a29\u9650\u3001\u30c7\u30fc\u30bf\u54c1\u8cea\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u5b89\u5b9a\u6027\u3001\u30ea\u30b9\u30af\u6c34\u6e96\u3001\u4eba\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u8981\u4ef6\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h2>\u6700\u8fd1\u306e\u8a18\u4e8b\u304b\u3089\u4f7f\u3048\u308b\u8003\u3048\u65b9<\/h2>\n<p>\u6700\u8fd1\u306eCS automation\u306b\u95a2\u3059\u308b\u8a18\u4e8b\u306f\u3001\u5171\u901a\u3057\u3066\u300c\u81ea\u52d5\u5316\u306f\u307e\u305a\u30a2\u30ab\u30a6\u30f3\u30c8\u30c1\u30fc\u30e0\u3092\u652f\u3048\u308b\u3079\u304d\u300d\u3068\u793a\u3057\u3066\u3044\u307e\u3059\u3002Velaris\u306f\u3001\u5b9a\u578b\u7684\u306a\u696d\u52d9\u3001\u4eba\u306e\u5224\u65ad\u3092\u88dc\u52a9\u3059\u308b\u696d\u52d9\u3001\u95a2\u4fc2\u6027\u3084\u5546\u696d\u5224\u65ad\u304c\u91cd\u8981\u306a\u4fdd\u8b77\u3059\u3079\u304d\u77ac\u9593\u3092\u5206\u3051\u3066\u3044\u307e\u3059\u3002Parloa\u306f\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u30c7\u30fc\u30bf\u3001\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u901a\u77e5\u3001renewal 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onboarding automation\u306f\u3001CSM\u306e\u3075\u308a\u3092\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5b89\u5168\u306a\u8a2d\u8a08\u306f\u3001\u627f\u8a8d\u6e08\u307f\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u4f5c\u6210\u3001\u793e\u5185\u62c5\u5f53\u8005\u3078\u306e\u671f\u9650\u901a\u77e5\u3001\u4e0d\u8db3\u60c5\u5831\u306e\u53ce\u96c6\u3001\u30c1\u30a7\u30c3\u30af\u30a4\u30f3\u524d\u306e\u672a\u5b8c\u4e86\u30a2\u30af\u30b7\u30e7\u30f3\u8981\u7d04\u3001\u30ec\u30d3\u30e5\u30fc\u7528\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u6587\u306e\u4f5c\u6210\u3001\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u6ce8\u610f\u559a\u8d77\u306a\u3069\u3067\u3059\u3002\u9867\u5ba2\u306b\u306f\u3001\u6587\u8108\u3092\u7406\u89e3\u3057\u8a08\u753b\u5909\u66f4\u3092\u5224\u65ad\u3067\u304d\u308b\u62c5\u5f53\u8005\u304c\u6b8b\u308a\u307e\u3059\u3002<\/p>\n<h2>QBR preparation\u3092\u6839\u62e0\u6574\u7406\u3068\u3057\u3066\u6271\u3046<\/h2>\n<p>QBR\u306f\u95a2\u4fc2\u6027\u306e\u5834\u3067\u3042\u308a\u3001\u4eba\u304c\u4e3b\u5c0e\u3059\u3079\u304d\u3067\u3059\u3002\u305f\u3060\u3057\u6e96\u5099\u4f5c\u696d\u306f\u7e70\u308a\u8fd4\u3057\u304c\u591a\u304f\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u30e1\u30e2\u3001\u30b5\u30dd\u30fc\u30c8\u30c6\u30fc\u30de\u3001\u691c\u8a3c\u6e08\u307f\u306e\u5229\u7528\u72b6\u6cc1\u3001\u672a\u5b8c\u4e86\u30a2\u30af\u30b7\u30e7\u30f3\u3001\u904e\u53bb\u306e\u7d04\u675f\u3001\u4fdd\u7559\u4e2d\u306e\u8cea\u554f\u3092\u96c6\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002governed workflow\u306f\u3001\u51fa\u5178\u4ed8\u304d\u306e\u30ec\u30d3\u30e5\u30fc\u7528\u30d1\u30b1\u30c3\u30c8\u3001agenda\u306e\u30c9\u30e9\u30d5\u30c8\u3001\u4f1a\u8b70\u5f8c\u30bf\u30b9\u30af\u3092\u6e96\u5099\u3067\u304d\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u6226\u7565\u3084\u9867\u5ba2\u3078\u306e\u63d0\u6848\u3092\u81ea\u52d5\u6c7a\u5b9a\u3057\u3066\u306f\u3044\u3051\u307e\u305b\u3093\u3002<\/p>\n<h2>renewal reminders\u306f\u6c7a\u5b9a\u3067\u306f\u306a\u304f\u7bc0\u76ee\u3092\u652f\u3048\u308b<\/h2>\n<p>Renewal reminder automation\u306f\u3001\u91cd\u8981\u306a\u65e5\u4ed8\u3092\u898b\u843d\u3068\u3055\u306a\u3044\u305f\u3081\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u30a2\u30ab\u30a6\u30f3\u30c8\u30aa\u30fc\u30ca\u30fc\u3078\u306e\u901a\u77e5\u3001\u627f\u8a8d\u6e08\u307f\u8a18\u9332\u304b\u3089\u306e\u6587\u8108\u53ce\u96c6\u3001\u4e0d\u8db3\u5165\u529b\u306e\u4e00\u89a7\u5316\u3001\u95a2\u4fc2\u90e8\u9580\u3078\u306e\u30bf\u30b9\u30af\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u9045\u308c\u3066\u3044\u308b\u6e96\u5099\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u304c\u3067\u304d\u307e\u3059\u3002\u4fa1\u683c\u3001\u5024\u5f15\u304d\u3001\u66f4\u65b0\u53ef\u80fd\u6027\u3001\u62e1\u5f35\u6226\u7565\u3001\u30bb\u30f3\u30b7\u30c6\u30a3\u30d6\u306a\u9867\u5ba2\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u81ea\u52d5\u3067\u6c7a\u3081\u308b\u3079\u304d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<h2>customer risk escalation\u306f\u4eba\u306e\u30ec\u30d3\u30e5\u30fc\u3092\u4e2d\u5fc3\u306b\u3059\u308b<\/h2>\n<p>\u30ea\u30b9\u30af\u306e\u5146\u5019\u306b\u306f\u614e\u91cd\u3055\u304c\u5fc5\u8981\u3067\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u9045\u5ef6\u3001\u4f4e\u3044\u5229\u7528\u72b6\u6cc1\u3001\u30b5\u30dd\u30fc\u30c8\u8ab2\u984c\u3001\u8acb\u6c42\u306e\u8cea\u554f\u3001\u62c5\u5f53\u8005\u5909\u66f4\u306f\u6ce8\u610f\u3092\u4fc3\u3059\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u89e3\u7d04\u610f\u56f3\u306e\u78ba\u5b9a\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002Customer risk 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