【開催報告】東京 ユーザー交流会 2025/3/19 エキスパートユーザーがZoho サービス活用における基本から応用までのノウハウを伝授！(CRM / Marketing Automation)

【開催報告】東京 ユーザー交流会 2025/3/19 エキスパートユーザーがZoho サービス活用における基本から応用までのノウハウを伝授！(CRM / Marketing Automation)



皆さま、こんにちは。コミュニティチームの藤澤です。

3/19(水)に東京ユーザー交流会を開催しました。当日は22名のユーザーの皆さまにご参加いただきました。本投稿ではその様子をお届けします！
当日の登壇資料などもこちらで共有しますので、参加できなかった皆さまもぜひご参照ください。

 Zohoサービス活用事例セッション： Let's 活用！Zoho CRM レポート機能 

2024年度のZoho Championである@Anonymous User さん（Zotion）にご登壇いただき、これまでのご経験をもとに「CRMのレポート機能」についてご解説いただきました。
過去の参加者から特に多くのリクエストがあったテーマで、基本機能から応用的な活用方法まで、説明動画を交えながら分かりやすくご紹介いただきました。


以下の通り、一部抜粋して当日のセッション内容を紹介します。

 内容まとめ 

◉概要と作成フロー


各タブや複数タブの関連性を、データやグラフで視覚的・数値的に把握ができます。Zoho CRM 内のデータをリアルタイムで活用し、定期レポート送信やダッシュボードでの統合表示も対応可能です。

◉応用利用例_1


商談メモに顧客対応を記録するだけで、日報の自動作成・送付が可能です。簡易報告に特化し、業務の効率化を重視する場合に特に適しています。

◉応用利用例_2



Zoho CRM に蓄積される重複や不完全なデータを定期的に洗い出し、整理することで、商談状況を正確に把握することが可能です。不要なデータの発生を極力抑えるためにも、CRMの入力規則や項目の依存関係を活用することも重要です。

▼本セッションの投影資料はこちら   



▼動画はこちら 


グループワーク     




今回は「Zohoサービスの社内浸透/理解度向上のTips共有会」をテーマに実施しました。Zoho は製品数が多く、機能も多岐に渡るため「できることが多くてどこから手をつけようか迷う」などの声が上がることもあります。

そのような声を交流会で解決できたらと思い、本テーマでグループワークを実施しました！各者がこれまで培ってきたナレッジをユーザーさん目線で共有いただける貴重な機会となりました。


Zoho Champion パネルディスカッション

2024年度のZoho Championの中から、@Anonymous User (鈴田二紀)さんと松井さんにご登壇いただきました。ユーザーの皆さまから要望の多かった「Marketing Automation」「Campaigns」「CRM」について、パネルディスカッションを実施しました。
Marketing AutomationとCampaignsの違いや、各メール配信サービスとCRMからのメール配信の違いなど、ユーザー視点ならではの過去の活用事例を交えてお話しいただきました。

懇親会 

多くの方に懇親会にもご参加いただきました！セッション中に気になったことや、日々の業務についてなど、参加者同士でざっくばらんに交流されていました。

初の試みとして、コミュニティのイベント参加や、ユーザーヒアリングへの協力など、コミュニティの活動を継続的に支援してくださっているユーザーさんを6名、表彰しました！


 最後に 

次回の東京ユーザー交流会は6/13(金)を予定しています。

以下日程で大阪と名古屋でも開催を予定しておりますので、各地方でご参加いただけるユーザーさんはぜひ参加検討ください！

・大阪 6/6(木)　・名古屋6/7(金)

各交流会の詳細は、後日フォーラムにて告知投稿いたします。

 

今後取り扱ってほしいトピックや参加した感想などについて、本投稿のコメントにいただけると励みになりますのでぜひお願いします。

今後ともZoho コミュニティをよろしくお願いいたします！

 

ゾーホージャパン コミュニティチーム




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