半導體光電元件普及於各式各樣的電子設備與產品中，可說是支持現代工業社會迅速發展的基礎，因此半導體產業一直是相當引人注目之行業。一般而言，企業要尋求及建立相對優勢，以保有相對之競爭優勢，其可茲運用之策略眾多，價格差異化、強化本身與顧客之關係、發展品牌、提升顧客滿意度，均是可使用之方式。對半導體設備商來說，除了價格、品牌策略外，本研究認為顧客關係管理對於半導體設備商來說，是相當重要的一項議題，半導體光電設備供應商的供應鏈必須具有高回應性才能滿足客戶需要。透過個案研究，本研究系探討半導體光電設備商顧客關係管理之面向與策略，以及顧客關係管理對半導體光電設備商之影響。研究發現，透過顧客關係管理，半導體光電設備商得以在提升顧客價值、客製化顧客需求、降低顧客成本、模組化顧客溝通模式的目標下，利用整合顧客知識、建置顧客管理平台、建立顧客認同、以及公司高階管理者涉入的策略下，得以降低公司在取得新顧客時所需的成本，同時提高既有顧客忠誠度、提升產品競爭力、並提高銷售績效。 / Semiconductor industry is still a promising business in high technology, and the companies in this field have to seek and construct their strength and superiorities to retain the competitiveness. In the light of the distinct tactics of business, customer relationship management is quite an important issue for semiconductor equipment manufacturers besides price and brand image strategies. For the supply chains of semiconductor equipment manufacturers, only the high responsiveness of customer can bring the high satisfactions of customer. The purpose of study hence is to discuss the dimensions and the tactics of customer relationship management of semiconductor equipment manufacturers, and the effect of customer relationship management to the development of semiconductor equipment manufacturers through case study. As the results, semiconductor equipment manufacturers can improve their product competitiveness, customer loyalty, and the cost of getting new possible customers via the tactics of customer knowledge integration, the customer identities, customer management platform, and the involvement of high level manager under the multiple feasible targets.

以往顧客服務對企業而言只是被動的支援單位，企業無法得知每一位顧客的想法，顧客的聲音也難以傳達到企業內部，然而資訊與通訊技術的進步打破了這樣的障礙，促使資訊透明化，企業藉由資訊科技的輔助可以直接接觸到每一個個別的顧客，了解顧客的想法與需求來帶動企業的運作，成為企業經營的競爭優勢。 顧客關係管理（customer relationship management；CRM）為近年新興熱門話題，國內外軟體大廠紛紛投入CRM市場，然而此環境尚未成熟，各家提出之系統功能相當不一致，本文提出企業在建置顧客關係管理環境時應具備七大單元，包括產品端資訊蒐集機制、互動機制、事件處理機制、儲存分析機制、內部鏈結機制、策略對應機制、回饋執行機制等，以供企業參考。 CRM重視區別出每一個個別顧客的屬性再提供客製化服務，本文針對北部某醫院進行訪談，探討其規劃中之CRM及進行狀況，驗證本文所提出模式之可行性。 / Because of the power of information and telecommunications technologies, business can keep tracking of their customers to know what they really want and how they actually use the product. Analyzing the information return from customers and products, business can provide active and accurate service to the right customer through the right channel at the right time and rise the customer satisfaction. 　The purpose of this article is to show a complete CRM model which includes product information collecting mechanism, interact mechanism, event processing mechanism, storage and analysis mechanism, internal linkage mechanism, decision support mechanism, feedback implementing mechanism. When business constructs the CRM environment, they can apply this model to their organization. 　This article also studies a hospital case and plans a future framework for it by applying the model.

處在變化快速的網路環境中，入口網站如何建立起專屬的會員制度，以期行銷人員能在大量的會員資料庫中找出有用的資訊，掌握會員的網路行為模式、實現個人化之服務、有效區隔市場及瞭解不同會員之網路行為模式等，進而以制定適當之行銷策略而達成結合實體行銷之目標。而資料挖掘的技術能在資料量龐大的會員交易資料庫中，利用會員的基本資料與交易資料衍生建立相關的評估指標，以評估會員的特質、需求模型、消費特徵、建立市場區隔的行銷策略等，行銷人員藉此可採用不同的宣傳方式與促銷策略，以達最佳的獲利結果。 本研究以國內某入口網站真實之會員基本資料及入口網站之商品：BBS頻道與財經頻道的資料檔，做為會員網路行為模式之資料分析的基礎。本研究利用資料挖掘的技術，找出入口網站的會員與商品之分群特徵，並發掘會員在兩頻道間的網路行為的關聯規則。另一方面，本研究利用關聯規則演算法，考量實際在發掘關聯規則分析所碰到的問題，實作出一套操作流程式較為簡便的關聯規則分析程式。本研究提供不同的關聯規則分析角度，以考量會員購買商品項目組合的關聯規則，進而支援決策者制定相關商品的促銷決策，以提高銷售量。 / In the rapid-changing network environment, how do Portal Sites establish exclusive membership mechanism in order to filter useful information out of their own database, master the network behavior models of their members, realize personalized services, and effectively segment and understand different network behavior models of all members? However, data mining can use the basic members' information and transaction data to produce the associated evaluation indicator during the high volume transaction database in order to evaluate the customers’ traits, demand models, consuming characteristics, and establish the marketing strategy of segmenting target market. As a result, we can adopt different advertising types and promotion strategies to achieve the best profitable goals. The research is based on the real data of members and the merchandise of some website in Taiwan. (i.e. using data files of BBS channel and financial channel as the fundamental analysis data of network behavior models). Per using the data mining techniques, we can not only find out the characteristics of the members of portal sites and the clustering of merchandises, but unearth the association rules of network behavior of the two kinds of channels. On the other hand, this research, according to the association-ruled calculation method, is considering the practical problems when excavating association-ruled analysis methodology and producing a much simpler association-ruled analysis program. By providing the list of best buyers, the association-ruled analysis program will consider the association rule of members’ buying component and for further step, support the decision-maker to institute the related promotion strategy in order to raise the sales volume.

針對現今網路時代的變化與趨勢，本研究試圖以網站經營面和顧客使用面的角度切入，探討經過網際網路各項特性的催化後，一個完善的顧客關係管理系統所應該包含的重點工作為何。此外，本研究並試圖利用電子券商與網路書店此兩種不同產業的特性、實體與網路並存及純網路型企業及台灣與美國兩個不同國家的相關基礎環境影響這幾個變數，來探討在各個層面上，顧客關係管理系統在運用上所產生的相同與相異點，以提供業界與後續研究者做分析比較的參考。本研究的主要研究發現如下： ●　不同產業與企業，在網際網路上進行顧客關係管理共同應注意的重點工作有 ■　客製化服務是黏住顧客的最大關鍵 ■　因為網際網路無遠弗屆的特性使然，利用網路進行顧客關係管理首重即時性與不間斷性 ■　顧客服務應採用推播式（Push），而非被動的等待顧客來使用 ■　確認機制和即時性的回復系統，是博得顧客信賴與安全感的重要機制 ■　顧客真正想要的是「資訊」而非「資料」，資訊內容除了量大之外，好的搜尋引擎及分類機制才是關鍵 ■　部分實體特性所帶來的「顧客感受」尚無法為網路所替代 ■　既有品牌轉至網路，在獲取新顧客與保留顧客上不見得是助力 ●　電子券商與網路書店在進行顧客關係管理時所產生的不同點為 1. 在資料擷取時點及使用方式方面 ■　券商總是在一開始便擷取相當多的資訊、並採用即時採擷與分析的模式 ■　書店則以較為開放的資訊分享方式進行，直到交易完成之後，才開始利用各式各樣的交易資訊來進行資料分析 2. 在套牢現象方面 ■　券商因為交易的複雜度較高，牽涉到大額金錢流動的安全性考量也較高，是故所產生的套牢效應比較明顯（E*Trade有95％的顧客重複使用率，Charles Schwab也有90％） ■　書店的商品比較標準化，且資訊又採完全公開分享的方式，是故與券商相較起來，套牢效應較小 ●　實體與網路並存與純網路型企業在進行顧客關係管理時所產生的不同點為 ■　實體和網路並存的企業多利用策略聯盟或活動舉辦的方式來吸引顧客的目光及再度加深顧客的印象 ■　純網路的企業則推陳出新的發展出像是聯屬行銷或是社群經營的方式來利用動態循環的概念套牢顧客。 ●　美國與台灣在相關產業基礎環境不同的情況下，企業在進行顧客關係管理時所產生的影響與窒礙有 ■　台灣的券商在金流交換系統的不相容、不互通及法令層面上影響較大，例如證交法規定券商為特種行業，不可進行個股推薦並收取顧問費的營利活動，導致台灣券商目前並無法提供一站購足式的金融服務，並限制了擴展海外業務增加國際競爭力的能力。 ■　台灣書店則受限於實體物流、倉儲等配銷層面的基礎建設不足。EDI系統的零散與不足，導致存補書籍及追蹤書籍資訊都多所障礙，同時台灣發書量與網路商業使用人口的不足，也導致進行人工智慧比對的比較基礎不夠，讓許多加值性的顧客服務目前只能處於規劃狀態，無法上線執行。 此外，由研究結論可知，顧客關係管理系統內容廣泛，常常因產業的不同、企業數位化程度的不同、相關基礎設施的不同等等因素而以不同的型態呈現，並影響整個顧客關係管理的績效。但整體而言，國內外企業在推展的過程中，或多或少都已經對企業及顧客的價值產生提升的效果，甚至有些企業，例如Amazon已藉此達成了交叉銷售及雙贏的目標，並積極地為創造顧客的終身價值而努力。 / The 1990s has been a dynamic era for the information technologies. Since 1994, internet has boomed up and made trade commerce becoming a global-wide competition. Real time, boundless and multi-culture are the characteristics of internet and they also make changes to all the business models. Customer Relationship Management (CRM) which has been effected by the internet is one of the examples. The principle of 80/20 defines clearly that enterprises can create 80% of profit from their 20 % customers. How to utilize internet and apply the 80/20 principle to grasp customers is an important and also fashionable issue in business administration. Objectives This thesis tries to investigate internet's impact on CRM, in the context of characteristics of industry, enterprise digitalization involvement and complementary industries impact factors, to discuss the following objectives: ● The key successful factors of CRM on internet. ● What are the differences of CRM between stock houses and bookstores? ● What are the differences of CRM system between pure on-line and on-line + off-line enterprises? ● What are the differences of CRM between Taiwan & the United State? ● Does CRM enhance the value of both enterprises and customers. Research Structure This thesis is based on the CRM as the core and supported by the web operation and customer points of view. According to literature survey, a complete CRM should include the mechanism to transfer customers' data to useful knowledge, good customer services, efficient database services and community & associates program applications. Case Choice For the purpose of case study, this thesis chooses 8 companies as studies cases. Research Methodology This thesis adopts the case study using direct web observation, testing the internet system and in-depth managers and customers interviews. Before interviewing, the author has collected related data and the under-practicing data of every enterprise. Case Analysis and Conclusions According to the analyses of the 8 cases, the author has generated the following conclusions: 1. The key successful factors ofCRM on internet stock broker and bookstore industries including: ● One-to-one marketing & customerlization is the most important way to stick the customers. ● Real time, continuous and confirm-back system is necessary. ● Customers need "information" not "data". CRM should integrate these data into information and provide to the customers. ● Without providing the value-added services or the same identification of the brand name, established brand name may not be an asset to the new internet brand name. 2. The differences ofCRM between stock houses and bookstores are: ● Stock houses always adopt the way of real time data-mining and data warehousing; bookstores always share their information and provide information before they complete the first deal. ● Because of the complexity and security, stock houses always have more lock-in effect than bookstores. 3. The differences of CRM between pure on-line & on-line + off-line enterprises are: ● They have different way to attract new customers. Associates program is only applicable to internet deal. ● internet can't substitute some real things' interaction feeling for the customers. 4. The differences ofCRM between Taiwan and the United States are: ● The financial databases are not compatible in Taiwan. Therefore, it makes Taiwan's stock houses need more time and paper works to check customer's credibility. ● The Stock Trading Regulations in Taiwan limit Taiwan stock houses services to their customers. This inconvenience weakens Taiwan stock houses competition with American stock houses on internet. ● In Taiwan, EDI and logistic system is very poor. It makes bookstores can't trace their goods on time and provide value-added services. 5. Increasing the Value of Enterprises and Customers ● According to this research, it has discovered that a good CRM will collect customers' data, enhance customer relation, provide customers' knowledge and make cross interaction between sellers and customers. Both the enterprises and the customers gained "value-added". ● Customers always save their time to complete the trading and information search work. Enterprise always save the rent fee and labor cost to open a real store, and always make cross selling by good CRM system. ● For example, Amazon.com has made huge gain from the cross selling and has built a very good customer database. In 2000, Amazon.com has more than 17 million web users visit its homepage and more than 10 million have been its customers.

在網路發達的數位經濟時代，數位學習越來越普及，且大多是以非同步線上學習為主，但是非同步線上學習面臨即時互動性不高的問題，如此情形下，學習者無法立即獲得回應，會降低其學習意願與學習成效；以「參與體驗式個案教學」為例，參與體驗式個案教學法主張透過學生角色扮演，進行個案模擬和討論來增強個人成長與在組織中互動運作的應變能力。本研究透過探討並描述「參與體驗式個案教學法」課程的情境，了解課程在上課前、中、後教師與學生的需求，規劃並實作一個學習社群導向、結合顧客關係管理、網路客服中心概念與Ｗiki共筆為基礎的數位學習系統去支援參與體驗式個案教學，建立客製化服務，讓學習內容被網路的成員所共同創造、分享、重新混合、重新定義，並傳遞出去，以及運用即時通訊來實踐立即性互動，改善學習者無法即時獲得回應而降低學習意願的問題。 本研究所建用來支援參與體驗式個案教學的雛型系統，其操作介面簡單易上手，且功能符合參與體驗式個案教學情境所需，是一個因教學制宜的系統，並且提供了即時通訊於其中，實踐了客製化、即時互動與數位學習社群的概念，同時也補足非同步線上學習的缺點，讓數位學習系統確實成為學生自主學習參與體驗式個案教學的輔助工具。

國父 孫中山先生曾說：『民生的需要，從前經濟學家都說是衣、食、住三種。照我的研究，應該有四種：於衣、食、住之外，還有一種就是行。』，在各種交通工具中，最普及的就是汽車。汽車由貴族地位的象徵，發展至福特汽車公司一家獨大，最後演變為各大汽車品牌的競爭。更因消費者意識的改變，購買汽車時考慮的不再僅是量產速度、購買價格。在現今生產技術成熟，沒有一家汽車公司具壓倒性優勢的情況下，品牌的因素將會是消費者進行購買決策時一個重要的指標。 本研究欲透過國內六大汽車品牌之顧客關係資料，利用資料採礦模型，瞭解品牌形象、廣告印象及人口統計變數與購買意願之關係，進一步探討各汽車品牌之消費者忠誠度、客群分布與品牌差異，期能在汽車品牌公司百家爭鳴情況下，分析出消費者於不同汽車品牌之品牌知覺，提供汽車品牌之購買意願模型與後續研究參考。

台灣金融業競爭日益激烈，在產品同質性高的情況之下，各家金融機構轉而透過服務來創造差異化利基並且盡力與顧客維持長久且深厚的關係，厚植競爭力。對於金融機構行銷人員來說，其透過提供符合期望之產品服務來使既有顧客重複購買使用，並選擇正確的溝通管道與顧客溝通，藉此增加顧客對該行的忠誠度，達到極大化顧客終身價值的顧客關係管理目標。 金融機構與顧客接觸的管道相當多元，從實體分行之臨櫃人員、理財專員、客服中心到虛擬之電子郵件、網路銀行與手機APP等。然而，過去卻少有研究探討金融機構在執行顧客關係管理活動時透過不同「溝通管道」與「溝通內容」對於顧客溝通訊息之說服效果差異。因此，本研究目的在於了解金融機構在執行顧客關係管理活動的訊息傳遞時，透過何種管道以及傳遞何種內容之訊息對於顧客會有最佳之說服效果，進而提升顧客關係管理之成效。本研究主要透過實驗設計與問卷發放來蒐集資訊。 研究結果有以下幾點；首先，顧客對於來自不同管道的「非個人化訊息」所認知之說服效果有差異，又以網路銀行的說服效果最佳。然而「個人化訊息」透過不同溝通管道傳遞，對於顧客卻沒有顯著差異的說服效果。其次，透過「電話」與「電子郵件」傳遞訊息時，搭配「個人化訊息」有顯著較佳的說服效果，其中電話的差異性較大。至於「網路銀行」不論搭配何種內容的訊息，對於說服效果無顯著差異，不過整體來說，使用網路銀行與顧客溝通時，說服效果皆大於其他溝通管道。 / As the competiton among financial industry in Taiwan is getting increasingly fierce, under the high product homogeneity, each financial instutution turns to create differentiation through service and tries hard to maintain a life-long relationship with cistomers. For financial marketers, they make customers purchase the product or use the service again and again not only by providing proucts and services which meets their expectations, but also choosing the right channel to communicate with customers. All the efforts are meant to increase cusomers’ loyalty and attain the goal of customer relationship management – maximize customers’ life-time value. There are multi channels for financial institutions to contact their customers, from physical channels including counter personnels, financial consultants and call center to virtual channels such as email, online bank and APP on mobile phones. However, few studies had discussed the difference of persuasive effects of messages delivered through “different channels” and “different contents” within when financial institutions implementing CRM activities. Therefore, the purpose of the study is to compare and understand by what channel and with what contents may have the best persuasive effects when sending messages to customers, in order to enhance the result of CRM.The main research method is experimental design and collecting data by questionnaires. The study result are shown below. First, the persuasive effect of “non-pesonalized” message delivered through different channels is significantly different, especially through “online bank” has the best persuasive effect. However, the persuasive effect of “pesonalized” message delivered through different channels has no differences. Second, delivering “pesonalized” message by “phone” and “email” has significantly better persuasive effect. Besides, using “online bank” to deliver messages, there is no difference of persuasive effect no matter what content within. But generally speaking, using online bank to communicate with customers, compared to other two channel, it has better persuasive effects.

處方藥品市場是屬於道德產業，藥廠的醫藥行銷人員與醫院醫生之間是一種長期夥伴關係，需要醫藥行銷人員一對一提供產品知識與後續醫療上的服務。今日藥廠行銷人員不僅需面對日趨嚴厲的市場環境，如總額給付所引起的醫院節流方案與藥品議價壓力，亦需遵守來自公司內部及產業的自律道德規範。藥廠行銷人員所面臨的最大挑戰，是如何一方面持續提昇醫藥專業能力以做好關係行銷，一方面運用最新科技協助進行顧客關係管理，以達成公司所設定的目標。本論文將就處方藥品市場下的關係行銷與顧客關係管理進行探討。 關鍵字:關係行銷、顧客關係管理、處方藥品市場、西藥產業 / Prescription market is defined as an ethical industry. The PSR (Pharmaceutical Sales Representative) of pharmaceutical company have to keep the long-term partnership with doctors and hospital. The PSR not only face the drug pricing deduction pressures come from BNHI/Hospital, but also the ethical behavior requested by company internal and pharmaceutical industry. The most challenge of PSR is how to execute the relationship marketing well by enhance their own professional knowledge. Besides, how do they reach sales goal in using the new Internet Technology to accomplish the customer relationship management. The thesis will focus on the probe of relationship marketing and CRM in prescription market. Key words: Relationship Marketing, Customer Relationship Management, and Prescription Market, Pharmaceutical Industry

隨著科技進步，基於機器學習技術的資料分析工具在顧客關係管理領域已被廣為使用。過去的相關研究文獻大多著重於高交易頻次、與客戶互動頻繁的產業，諸如金融、電信、零售業等，但對於具有相反產業特性的服務業等則是缺乏著墨。本研究希望透過案例研究的方式，完整呈現企業如何實際將基於機器學習技術的資料分析工具應用於顧客關係管理業務的過程，以及這些新技術如何幫助企業提升顧客關係管理的成效。本案例使用行動研究方法來歸納、分析、整理整個專案的過程與結果，文末總結本案例於作業、管理以及策略層面的管理意涵與建議。本研究使用的資料來源為台灣一間大型汽車經銷商的資訊部門與其旗下的服務廠，總共包含了約273萬筆資料。利用於微軟Azure平台上的決策樹模型分析資料，產出高購買機率的顧客推薦名單，服務廠的技師可以針對名單上的顧客推銷，不僅能有效提高推銷的成功率，節省第一線技師的時間，還能夠提升技師以及顧客的滿意度。最後本研究的結果顯示，運用機器學習技術產出的推薦顧客名單，確實能夠幫助本案例公司於顧客區隔以及顧客發展，並達成更有效的顧客關係管理。 / Data-mining tools and machine-learning techniques have long been used in customer relationship management (CRM), including for customer retention in the financial, retail, and telecommunications industries. However, research on machine learning for CRM in service industries remains rare. Accordingly, this paper uses action research to arrive at a holistic understanding of the process of applying machine learning-based data mining in a specific service-sector business, and whether, how, and how much these novel techniques can help it improve its customer relationships. Key areas of interest include operational, managerial and strategic decision-making processes. Based on approximately 2.73 million rows of data collected from a large car dealership’s IT department and its vehicle-maintenance plants, Microsoft Azure’s boosted decision-tree model generated lists of recommended customers. Such lists could be used by the company to increase the success rates of its promotional activities and to decrease both the overall duration and frequency of technicians’ involvement with promotion. This in turn could lead to more efficient and effective frontline operations, and increased satisfaction not only among customers but also among technicians. In short, machine learning-based recommended-customer lists helped the company achieve more effective CRM through better customer segmentation and customer development.

隨著競爭環境日漸嚴苛，顧客需求日趨多元，企業需要有更有效率的方式來管理與顧客間的關係，顧客關係管理CRM（Customer Relationship Management, CRM）成為企業關心的熱門議題。但過去的學者研究中，僅止於針對影響企業導入＆系統與否之決策進行研究，然而CRM對於企業經營顧客關係之重要性已被企業所認同，同時面對如此牽涉到龐大人力、資金，與時間投入的系統導入計畫，在導入過程中仍會面臨許多重要決策，因此本研究將針對響導入過程的相關因 數，並經由個案研討的實際驗證，提出具解釋力的理論架構。 經由過去文獻的整理，本研究以Rogers（1983）的創新擴散模型為基礎，將影響CRM導入過程的因素分為認知階段的環境面與組織面因素，以及說服階段認知的創新特質，另外系統供應商及顧問公司則扮演特殊的角色，同時在說服、決策及實行階段皆產生影響。其中環境面又包含競爭強度，需求不確定性及產業環境變化速度；組織面因素包含規模、結構化程度、以及高階主管態度。而認知的創新特質則包含相容性以及系統特性。另外則以資訊與資料的蒐集、累積與儲存、吸收與整理、展現與應用等為被影響的研究變數。並選取目前導入最積極的產業中之標竿企業，包含證券、人壽、行動電話系統業者、電子電腦公司，及網際網路服務提供業者等六家企業，進行深入之訪談，期能從這些正在導入的公司之經驗裡，發現可供參考與依循的準則。 經由對個案公司的深入訪談之後，本研究之研究架構有重大修正。認知階段的影響因素除了環境與組織構面仍存在外，從組織構面中抽離複雜度，並與產品特質、顧客基礎，公司依賴業務人員推廣業務及提供服務的程度共同組成新構面—業務面因素，而系統與顧問公司的選擇則成為企業採用CRM系統時重要的決策因素之一。更重要的是，本研究經由訪談對探討主題有更廣泛而完整的延伸，導入過程可以導入積極度、建置組織，以及建置方式來描述。導入積極度代表導入的速度；建置組織裡包含以專案小組的方式來推動，以及高階主管的參與程度；建置方式則包含CRM要素的建置優先順序、以及委外程度。 研究發現，環境面的因素與組織面的因素皆同時影響到CRM導入過程的積極度及建置方式裡的優先順序；而新增的業務面的因素則同時對CRM導入過程的積極度及建置方式裡的優先順序及自建或委外的選擇有較顯著影響。至於認知的創新特質中，不論是專案管理或是高階參與，其影響到的皆為CRM在建置單位上的特性。而協力單位則因為企業對於系統特性的要求有所不同，而同時成為決策結果與影響導入方式的變數。 本研究期望能藉由結合學術理論與實務應用的方案，提供給正在導入或評估規劃中的企業實用的考慮方向與實際例證，以協助企業在導入過程中自我檢測，選擇最適當的導入程序及設計組織關的配套措施，俾使導入過程順利而達到預期目標。 / To cope with the current increase in both competition and customer requirements, enterprises need more efficient methods to manage their relationships with customers. Previous researches focused mainly on the factors affecting the decision whether or not to adopt the CRM system. As the importance of CRM pertaining to management of relationships with customers has been recognized, meanwhile, with regard to implementation of the extensive software which involves investment of massive human resources, capital, and time, many critical decisions still need to be concerned. This research aims at extracting relevant factors affecting the adoption process and proposes a convincing framework verified by an empirical case study. The research in this study is based on the Innovation Diffusion Model of Rogers (1983) and divides factors affecting the CRM adoption process into knowledge and persuasion stages with environmental and organizational factors in the knowledge stage, and perceived characteristics of innovation in the persuasion stage, while system suppliers and consulting firms as joint associates. Environmental factors include competition intensity, demand uncertainty, and industry changing speed. Organizational factors consist of size, structure, and managerial attitude. Perceived characteristics of innovation are composed of compatibility and system characteristics. Data collection, data storage, data mining, and data visualization work as independent variables. Six companies in securities, life insurance, cellular telephone system, electronics and computers, and the Internet service provider industry were selected as study cases. However, the research frame was revised after investigation. In the knowledge stage, complexity is extracted and integrated with product attribute, customer base, and corporation dependence on sales representative to form one integrated factor called business. Moreover, the independent variables are amended to be more extensive, including adoption activeness, constructing section, and constructing manner. The research shows that environmental and organizational factors affect adoption activeness and priority; and that the business factor influences adoption activeness, adoption priority, as well as outsourcing decisions. Project management and managerial participation representing a CRM constructing section are affected by perceived characteristics of the innovation. Through the integration of theory and empirical data , this research hopes to provide direction for examining the CRM adoption process and organization design, so as to facilitate the fulfilling of the adoption objective.