【開催報告】名古屋 ユーザー交流会 2024/11/22（金） Zoho Oneをフル活用して実現した社内のチームコラボレーションの事例を紹介！

【開催報告】名古屋 ユーザー交流会 2024/11/22（金） Zoho Oneをフル活用して実現した社内のチームコラボレーションの事例を紹介！

皆さま、こんにちは。コミュニティチームの藤澤です。

11/22(金)に名古屋ユーザー交流会を開始しました。名古屋開催会では過去最高の16名のユーザーさんに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に共有しますので、参加できなかった皆さまもご参照ください。

（Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします）


当日の各セッションの様子に加え、当日使用した投影資料は以下になります。

Zoho Oneユーザーである小野さん(ドットシンク株式会社)に登壇いただき、活用事例をご紹介いただきました。 


Zohoサービス活用事例セッション： 

Zohoで実現する売上獲得に向けた最高のチームコラボレーション 


Zoho One ユーザーである小野さん(ドットシンク株式会社)に登壇いただき、人事関連、社内間のタスク管理やコミュニケーション、またWebサイト分析などZoho Oneのサービスを幅広い領域における活用事例を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。


採用活動における活用法


 ドットシンク社では、他社のリクルーティングサービスと複数のZohoサービスを掛け合わせながら採用活動を行っています。

社内コミュニケーションでのZoho活用法


 
Zoho Connectを中心に、Zoho CliqやZoho Vaultなど、実はZoho社内でも頻繁に使用されている便利な各種サービスの活用事例をお話しいただきました。

スタッフ教育・育成におけるZohom活用法



オンラインファイル管理ツールのZoho Writerでのマニュアル作成や、Zoho Peopleでのレクチャー動画の管理を使用することで、全員がアクセスできる形で社内ナレッジを蓄積しています。

リード顧客と顧客育成の取り組み



社内のタスク管理やコミュニケーションに加えて、営業管理・顧客管理も実施しています。生成 AIと各種Zohoサービスをかけ合わせて名刺の読み込み精度を上げている点は効果的な活用法の一つであると感じています。

各サービス活用事例を詳細にお話しいただけたことで、参加者の方からも「ぜひ自社でもやってみたい」や「すごく参考になる！もっと詳しく話を聞いてみたい」などの感想をいただきました。

本セッションの投影資料はこちら：




グループワーク 

今回は「Zoho Desk/CRM ワークフロー共有会」をテーマに実施しました。



各テーブルに別れてワークを開始。まずは、今回のテーマを元に各自ワークシートに共有したい内容を記載してもらいました。

同じテーブルのユーザーさん同士でそれぞれ実際の活用方法を共有し、その後各発表内容について深掘りをしたり、関連する内容についてディスカッションしました。

会場内の雰囲気や参加者の方の雰囲気も徐々に柔らかくなっていったことで、  より盛り上がりを見せていました！


Zoho Deskでよく来るFAQと、最近のホットな製品アップデート情報を紹介しました。
Zoho Deskは、ユーザー交流会後のアンケートにて、よく取り上げてほしいと要望の多いサービスだったため、今回このような形で取り上げさせていただきました。


 懇親会（ネットワーキング） 

セッション最後までご参加いただいた方は全員懇親会に参加いただきました！

アットホームで暖かい雰囲気が特徴の名古屋ユーザーグループらしく、皆さんざっくばらんにお話しいただいている姿が印象的でした。

ケータリングの食事も楽しみながら、各自のZohoサービス活用法や今後やってみたいことなど、終了時間ぎりぎりまで盛り上がりを見せていました！




最後に

 

次回以降のユーザー交流会、Zoho ワークアウト（少人数制課題解決型ワークショップ）は、以下の通りの開催を予定しています。残席わずかとなりましたので、参加を希望される方はお早めに参加登録をお願いします。


12/19（木）14:00～16:00　Zoho ワークアウト（オンライン、定員5名）


 


＊次回の名古屋ユーザー交流会の開始については、来年6月を予定しています。

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

    • Sticky Posts

    • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

      「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/

    • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント！Zoho サービス相談会/情報交換会もあります

      こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日（金）16:00から、今年最後のMeetup(ユーザー交流会)を開催します！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM

    • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

      先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します！ 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 ＞＞申し込みはこちら：‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時：6月29日(火) 17:00~

    • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

      こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日（金）16:00~ 開催いたします！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください！

    • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

      Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか？ Zoho Japan Communityでは、今年最後のオンラインMeetup（ユーザー交流会）を開催いたします！以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー ＜日時＞2020年12月17日(木) 16:00-18:00 ＜参加費＞無料 ＜開催方法＞オンライン ＜概要＞ 前半（16:00〜17:00）  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」（ゾーホージャパン株式会社　コミュニティチーム）

    • Recent Topics

    • Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

      Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,

    • Why should I choose Zoho Inventory vs Odoo?

      Hello there! I have used Zoho in different companies I've worked in, and I have a positive perception of it. I am starting a new import business for pipes, tubes, fittings, valves, elbows, etc., which all have serial numbers, cast numbers, etc., so I

    • Product Updates in Zoho Workplace applications | July 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.

    • PLEASE FIX YOR BUGS

      PICTURES ARE BEING REJECTED DESPITE THEM FOLLOWING THE GUIDELINES ON DIMENTIONS.

    • Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”

    • Create online meetings for Booking Pages with Zoho Meetings and Zoom

      Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots with

    • Filters in audit logs

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced

    • Enhanced help options in Bigin

      Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limited

    • Zoho FSM API Developer Needed

      Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler

    • Revenue Management: #4 What if there are uncertainties in project or service delivery?

      Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated

    • This mobile number has been marked spam. Please contact support-as@zohocorp.com

      Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?

    • Items Serial Tracking Issue

      We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serial

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment

      For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.

    • Add Checkbox Selection & Bulk Actions to Delivery Challans Module

      Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears

    • Can't be able to check-in in laptop

      even after giving location access still i can't be able to check-in in laptop.

    • Compensation Cess on Coal ₹400 per tonne. ?????

      The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value

    • 7 month over zoho book purchase but still not immpliments Golive

      7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of some

    • Average Costing / Weighted Average Costing

      Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

    • SMS to customers from within Bigin

      Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

    • How to update/remove file in zoho creator widgets using javascript API

      Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

    • Parent & Member Accounts (batch updating / inheritance)

      Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish to

    • Edit Legend of Chart

      I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.

    • Extended timeouts for APIs beyond 40secs for to accomodate LLMs

      A 40 second max response time for API calls is fine when connecting to most services, however is unsuitable when dealing with LLMs (ChatGPT/Claude/Gemini) where the response timing is very uncertain. Is there any way to increase this? It would be great

    • Deletion of Zoho Account

      To whom it may concern, Good day, My account has been created incorrectly in Zoho and I am not able to join my Company's Zoho account - attached screenshot for your kind reference Alphatronmarine - Portal Kindly advise procedure to delete this current

    • Workflow for deposit to bank account

      Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, Steven

    • Marking Retainer invoice paid through Deluge

      Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have tried

    • Create a new record in custom module vi custom button

      I have zoho books premium plan . I have 2 custom modules in zoho books. 1. Goods Receipt 2. Delivery Order, I need to select multiple records from Goods Receipt and create a new Delivery order from these multiple records. (like multilple sales order into

    • Profile date settings

      At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiring

    • Delivery Method Field in Sales Order Module

      In Books and in Sales orders, the "Delivery Method" field seems to allow for anything to be entered and it seems to store those entries for future use.  When you chose to convert a sales order to a purchase order, the related field is now called "Shipment

    • Editing / Removing stages for pipeline

      Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?

    • Dynamically Filter User Lookup in CRM Subform

      We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance. Current Setup: First column: Picklist (Level) Second column: User Lookup field When a Level is selected, we want the User lookup to display only users

    • change time zone

      can't seem to figure out how to change the time zone of the project

    • Bigin iOS app update: Built-in telephony and RingCentral support

      Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-In

    • Add Image or Update Image API - for Items Module

      I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?

    • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

      Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent

    • Debugging `try` blocks : Tip

      I find it annoying that if one line inside a `try` block has an error, the Deluge arser points the beginning of the block to the location of the error. BUT, if you temporarily comment out the initial `try {`  The parser goes through the whole block and

    • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

      Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

    • Use approval workflow comments in record scripts

      Greetings, i'm running an approval workflow for my records, during approval/rejection there is a step where comments are entered. i want to add there comments to the record and to use them in various deluge scripts like sending emails and so on.  how

    • ZOHO Store

      Not able to make a payment We are using Zoho One, and we are from India. The payment currency, which shows for us, is in USD. But the system says we can choose Country/Region India if it shows INR only. Attaching screenshots for more info.

    • Next Page