【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




    • 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

    • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

      I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

    • Multi-currency - What's cooking ?

      Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        

    • Integrating Chatbot with Zoho Creator Application

      Is it possible to integrate a chatbot with a Zoho Creator application?

    • How to reduce programmatically the image uploaded by user?

      I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  

    • Dark mode for Zoho Creator / Zoho CRM Code editor

      Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?

    • Is there a way to make a button scroll down?

      Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?

    • Collective-booking event not added to all staff calendars

      We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it

    • ZOHO Android Client

      Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.

    • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

      Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align

    • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

      Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;

    • Managing Rental Sales in Zoho Inventory

      I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th

    • Megamenu

      Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications

    • Zoho Flow to Creator 3001 Respoonse

      I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot

    • File Upload to Work Drive While Adding Records in Zoho Creator Application

      Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be

    • Why not possible to generate?

      Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"

    • email

      Hi My crm email is not working, can you check, I have zoho one account.

    • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

      Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are

    • I can't found API for Sales Receipts

      Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

    • Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs

      Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.

    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

    • Internally created tickets

      Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and

    • Automatically change website passwords

      Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar

    • Change Invoice Prices for an Effective Date

      Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific

    • "Other Current Asset" accounts as "Paid Through" accounts in Expense

      It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.

    • Multi column open text questions that allows respondents to add rows for additional information

      I need to create a question that has 2 columns with open text, but I also need to allow respondents to click a "+" button, or something similar, so that they can add additional information if they choose to. I've tried using the Multiple Textboxes type

    • Bot Filtering & Apple Mail Privacy Protection Compliance in Zoho Campaigns

      Dear Campaigns Users, The wait is over! We’re excited to announce that the enhanced bot filtering feature is now live in Zoho Campaigns. This update brings greater accuracy to your email campaign reports by distinguishing real user engagement from automated

    • Découvrons les détails qui simplifient vos journées de travail avec Trident

      Nous nous installons dans des routines efficaces et rodées avec le temps. Chaque matin, nous ouvrons nos e-mails, passons aux messages, consultons notre agenda, puis attaquons nos tâches. Ce processus nous semble maîtrisé, mais est-il réellement optimisé

    • Issue with Purchase Rate Showing as “0” After Importing Items List

      Dear Zoho Books Support Team, Good day. I’m reaching out regarding an issue I’m facing while importing my items list into Zoho Books. Despite mapping all fields correctly and including the purchase price for each product in my Excel file, the Purchase

    • API for Task Entity in Zoho Books

      I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,

    • create invoice in zoho books from the zoho forms

      Is there a native way to have create invoice in zoho books, when zoho form is completed?

    • Email undelivered

      GOod Day I am always receiving an uncategorized-bounce to my email. I am not sure why this is happening.

    • Add inventory_valuation_method to items endpooints

      To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)

    • Use Zoho to send sales receipts for Gocardless transactions

      I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

    • Zoho - Gocardless sales receipts

      I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

    • Introducing Rollup summary in Zoho CRM

      ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

    • Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

      Hello Everyone, We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration

    • Cooling-off Period Just Got Better: More Coverage, More Control

      We’ve enhanced the Cooling-off Period feature in Zoho Recruit to give you more control over repeat applications and referrals. This helps you maintain a cleaner, more efficient recruitment pipeline. With this enhancement, you can: Prevent duplicate candidate

    • Revenue Management: #7 Revenue Recognition in Construction & Real Estate Industry

      If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones

    • TikTok (and other social platform) Messages and comments of the past

      When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)

    • Restrict Employee mail deletion

      Dear Zoho, Is there a way where i can restrict my employees to delete any mails from their account

    • Next Page