【開催報告】顧客体験向上のためのZoho 活用術｜ユーザー交流会 東京 2023 vol.3
皆さま、こんにちは。コミュニティチームの中野です。
10/27（金）にハイブリッド形式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。当日の登壇資料など、こちらに共有いたしますので、ご参加できなかった皆さまもご確認ください。
今月の開催回のテーマは「顧客体験向上のためのZoho 活用術」ということで、MIGACT 濵田 規史さんによるZoho CRM / Zoho Survey / Zoho SalesIQ のユーザー事例セッションのほか、弊社マーケティング部河田によるZoho CRM のアップデート情報やZoho SalesIQ - LINE連携を解説するZoho セッションを実施。
お楽しみ会は、Zoho サービスを活用し、顧客満足度アップを実現したこと、または今後満足度向上に向けて取り組みたい内容を共有し合うグループワークを行いました。
登壇いただいた濵田さん、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
顧客満足度・対応品質向上に向けた事例共有
Zoho CRM / Zoho Survey / Zoho SalesIQ
現在Zoho One を利用中の濵田さん。今回はCRM Plus内のサービス（Zoho CRM / Zoho Survey / Zoho SalesIQ ）の活用例を発表いただきました。
《利用イメージの全体像》
取り上げたトピック *一部抜粋
・Zoho CRM
メモを入力すると、Zapier 連携でSlackに通知が飛ぶように
ワークフローで設定した日程に近づくとリマインドメールを送信
・Zoho Survey （アンケートやフォーム用途として活用）
Zoho CRM との連携：問い合わせフォームに入ってきた情報を見込み顧客に。CRM 上の契約プランに連携し、ステータス管理を自動的に反映。
Wordpressとの連携
⇨ 
・Zoho SalesIQ
自社Webページにチャットボットを設置し、回答内容に応じた分岐を作成。
ウェブサイトの訪問状況をトラッキング。
《まとめ：気づいた点・失敗談》
「3. 作り込みすぎは要注意」の内容で、Zoho CRM のワークフローが競合してしまうお話が非常に興味深かったです。機能の利用目的を整理しておくことは、サービスを運用する上で常について回るものだと改めて実感しました。
Zoho セッション
顧客体験向上は小ワザの積み重ね！ 意外に使えるZoho の新機能を紹介
Zoho CRM の直近のアップデート情報や、Zoho SalesIQ - LINE 連携の解説や、先日行われたZoholics Japan 2023 のダイジェストを共有しました。
取り上げたトピック *一部抜粋
・Zoho CRM
メールの信頼性レポート など
・Zoho SalesIQ
Open AI 連携（会話の要約、メッセージ作成支援）
お楽しみ会「みんなで考えよう！ Zoho を使った顧客満足度アップの方法」
Zoho サービスを活用し、顧客満足度アップを実現したこと、または今後満足度向上に向けて取り組みたい内容を共有し合うグループワークを行いました。
当日の作品を一部、こちらで紹介します。
・Zoho Social で自社のSNSモニタリング を行い、特定のキーワードに該当する投稿があった際にフォローアップを行う
・Zoho Campaigns によるサンクスメール自動配信
・Zoho Forms （問い合わせ、資料請求フォーム） とZoho CRM 連携し、Forms から問い合わせがあった際に、CRM からフォローメールを配信
・Zoho CRM で商談履歴を確認しながら顧客対応
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11/16に開催します）
次回のユーザー交流会については、12月に大阪、名古屋、東京の三都市で開催します。
参加登録についても開始していますので、ご興味のある方は以下より登録下さい。開催テーマなど詳細が決まり次第あらためて当フォーラムでお知らせします。
▼12月ユーザー交流会 参加登録はこちらから
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
Topic Participants
Junya Nakano
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）
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