皆さま、こんにちは。コミュニティチームの中野です。
8/3(木)にオンラインにてユーザー交流会(Meetup)を開催しました。
本投稿では、その様子をお届けします。

Communicatio 岡安 裕一さんによるユーザー事例セッションのほか、6月開催のユーザー交流会同様に、弊社技術部によるZoho CRM のアップデート情報を解説するZoho セッションを実施。お楽しみ会は、参加者同士で日々の取り組みや活用方法について共有し合う、「Zoho プチ自慢大会」を行いました。
当初予定していた札幌開催から、諸事情により開催形式をオンラインに変更しました。リアル開催を楽しみにしていた方々、申し訳ございませんでした。
登壇いただいた岡安さん、そして参加いただいたZoho ユーザーのみなさん、ありがとうございました!
事例セッション
取り上げたトピック *一部抜粋
・Zoho CRM
商談タブの「ステージ」ごとの確度を計算しボトルネックを明らかに。
・Zoho Analytics
受注率、失注率、確度の計算用のサンプルレポート共有。
スナップショット機能の紹介(ある時点でのデータを保持し、週ごと、月ごとの変化を比較できる)
Zoho セッション
Zoho CRM のサポート窓口へのよくある問い合わせや、アップデート情報について解説しました。
取り上げたトピック *一部抜粋
機能紹介:ワークフロー
ルックアップのフィルター など
お楽しみ会(Zoho プチ自慢大会)
参加ユーザーさんの普段の取り組みや、おすすめの活用方法などを共有し合う、プチ自慢大会を実施しました。
当日の作品を一部、こちらで紹介します。
・Zoho Campaigns でメールマガジンの運用に取り組んでおります。
・Zoho Books でクレジットカードや銀行口座のCSVリストの消し込みをできるようになりました。
・Googleスプレッドシートに作成した売上予算をZoho Analytics に連携して、予実管理を簡単にできる仕組みを作成しています。
・Zoho Forms にサブフォームを活用することにチャレンジしています。
最後に
今後もこのようなユーザー交流会や、課題解決型のワークショップイベント 「Zoho ワークアウト」を引き続き開催していきますので、ぜひご参加ください。
(次回のZoho ワークアウトは8/22に開催します)
次回のユーザー交流会・東京開催については、10月27日(金)にハイブリッド形式にて開催を予定しています。詳細が決まり次第あらためてお知らせします。
前回の東京開催の様子はこちら
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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