【開催報告】 東京 ユーザー交流会 2024/10/18(金) Zoho CRM のプロダクトロードマップや、最新アップデート情報を参加者の方に特別公開!

【開催報告】 東京 ユーザー交流会 2024/10/18(金) Zoho CRM のプロダクトロードマップや、最新アップデート情報を参加者の方に特別公開!

皆さま、こんにちは。コミュニティチームの藤澤です。
10/18(金)に東京ユーザー交流会を開始しました。過去最高の30名のユーザーさんが出席してくれました!
本投稿では、その様子をお届けします !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。




※セッションによっては、当日会場のみ限定公開の資料を使用しております。ご了承ください。



今回は、インド本社からZoho CRMにプロダクトマネージャーであるDilip Nagarajanが本イベントに初参加しました。

⚫️Zoho 社員セッション:CX Platform Vision And Roadmap 

Zoho CRM / CRM Plus などのプロダクトマーケティング責任者の菊池が登壇し(監修:Dilip Nagarajan)、Zoho CRM 2025年 プロダクトロードマップをご紹介しました。
※本セッションで使用した投影資料は非公開資料のため、本投稿には掲載いたしません。

2025年に予定されている、日本国内初出しのアップデート情報を紹介いたしました。

総ページ数75枚にも及ぶ膨大なアップデート情報の中でも、今後のZoho サービス活用が更に促進されるような、特にユーザーさんにお伝えしたい情報に注力して紹介しました。
参加者の方々は熱心にお手元でメモを取られている様子が印象的でした。
皆さまからプロダクトマネージャーDilipへのFAQの時間でも、積極的にご質問いただくことができました。

 

⚫️グループワーク 

毎回異なるテーマで実施しているグループワークセッションですが、今回はZoho CRMタブと項目」をテーマに実施しました。





各テーブルに別れて、各自で項目やタブのカスタマイズ例や、入力の手間を省くための工夫を参加者同士で共有いただきました。
紙にわかりやすくまとめて書いて説明されている方も多くみられました。
各ユーザーさんから積極的にアウトプットいただいたことで、ユーザー交流会ならではの直接他社事例を聞くことのできる、とても有意義なセッションとなりました。
   

⚫️Zoho 社員セッション:Ask Me Anything

参加者の方から事前にもらっていたZoho CRMに関する質問に対して、プロダクトマネージャーのDilipから直々に回答しました。
Zoho CRMの機能使用についてや、リリース情報についてなどたくさんのご質問をいただきました。
当日に追加でもご質問いただき、時間いっぱいまでセッションは盛り上がりました。



取り上げたトピック *一部抜粋
  • CRM for Everyone について、概要を教えてください。

  • ‌Zoho CRM でサブスク型製品の管理やヘルススコアを管理するにはどうしたらよいか。

  • ‌Zoho CRMのAnalyticsタブで、Zoho Analyticsのようなクエリーテーブルを使いたいのですが可能でしょうか?


⚫️懇親会(ネットワーキング) 

任意参加の中でも、多くの方にご参加いただきました。
エキスパートユーザーさんと交流会初参加のユーザーさんが疑問点を互いにざっくばらんに話し合う様子なども見られ、ユーザーさん同士の横のつながりも交流会を通してできていました。
前のセッション中で聞ききれなかった質問をDilipに聞いているユーザーさんもいました。
食事と飲み物も楽しみながら、大盛況で東京ユーザー交流会は終わりました!

  

 


今後のユーザー交流会の日程は下記になります。
またのご参加をお待ちしております!

⚫️今後の開催日程

11/21(木)@大阪:

11/22(金)@名古屋:

11/29(金)@東京:

参加登録の案内はこちらからご覧ください


    • 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

    • Product management across integrated apps

      Hi everyone, I’m setting up my business for selling products and integrating CRM, Inventory/Books, Ecommerce, and other apps. Where should I load products for the first time so they reflect across all apps? And for updating prices or adding new products—where
    • Calculate Number of Days Between Two Dates

      Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, rather
    • Zoho Writer Docx files not able to be converted into Google Docs

      Since July 23rd, I've encountered an issue where DOCX files exported from Zoho Writer no longer convert properly into Google Docs when uploaded to Google Drive. My workflow relies on generating merged DOCX documents from Zoho Forms using Zoho Writer templates,
    • Schedule Campaign - Recipients Time Zone

      Something seems to be wrong with the scheduling feature for scheduling campaigns to be deployed at a specific time to the recipients time zone. I scheduled campaigns twice to be sent at the recipients time zone and the campaigns are deploying at the wrong time. When communicating with Zoho support they said to make sure it was scheduled at least 24 hours in advance so we did this with our last campaign and it was still deployed at the wrong time. Anyone else having this issue?
    • Zoho Vault App for Windows

      Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you
    • Zoho Cursor Jumping

      Hi, Zoho Support, We received the below email for a bug when using Zoho on Firefox. Please let us know if there is anything that can be done to solve this issue. Have any other Zoho Mail users reported issues the past few days with Zoho auto-saving drafts
    • tomorrow option within the due date section and drag and drop into calendar

      Firstly, thank you for creating such a well-designed and user-friendly to-do list app. It’s almost perfect for my needs, but I wanted to offer a couple of suggestions that I believe could significantly enhance its usability, particularly for those who
    • low quality videos

      when in puplish videos or reel in social media platforms it pulished in low quality
    • Using Zoho Forms vs Zoho Survey

      Hello - I'm looking for advice on whether to use Zoho Survey or Zoho Forms for our small non-profit. We have a Zoho One subscription, so have access to both. The main use case at the moment is application forms for our professional development programs.
    • Kaizen #200 - Answering Your Questions | Authentication using Zoho CRM Python SDK

      We’re incredibly excited to bring you the 200th post in our Kaizen series! This journey has been as much about listening as it has been about sharing. And today, we’re making both count. Over the past few weeks, we’ve collected your feedback through the
    • Zoho CRM sync

      Just wondering if the plan is for the Zoho CRM implementation to always be just an import and not a sync? At the very least, a one-way sync that kept the data in Tables up-to-date would increase the amount of usecases, but ideally the option to two-way
    • Add serial number in print page list

      How can i add serial number in print page for every entries?
    • Trying to Delete records from Creator not found in CRM

      Hi, In the following script, I am trying to delete records from Creator not found in CRM, but I am getting the error message "Error at line number: 55 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression". Please
    • Can't login to Zoho mail

      I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few
    • REST API for Branch and Budget

      Hi Team, Can you please guide me with the appropriate rest API documentation for fetching Branch and Budget details?
    • STOP FRAUDULENT TRANSACTION IMMEDIATELY

      I DID NOT AUTHORIZE THIS TRANSACTION OR RENEWAL, STOP IMMEDIATELY CHARGING MY CARD I CAN NOT CONTACT SUPPORT, NO ONE IS AVAILABLE ON CHAT PAYMENT ID RPCW2003260759193
    • Best way to handle a credit card download fiasco

      Hi there, hoping that someone knowledgable with book keeping can give me the answer here. One of my credit cards has been integrated with Zoho books and we have been downloading transactions with no issue. The credit card got compromised and was used
    • When Opening Zoho Mail I always get a Tab with an error (See attached image)

      Everytime I open Zoho mail I get this. It is trying to open a deleted email. I already tried going to Settings > While Starting up Changed that option back and forth but this persists. Its annoying. Other than that I love this. Any help would be appreciated.
    • Pre-Registration - Suggestion

      Suggest to add a Pre-Registration feature for non-scheduled events. Scenario is that we have a training academy and would like to collect pre-registrants prior to an actual scheduled event so we can use this as a basis for demand management and scheduling of new events for those expressing interest.
    • Not all messages showing in folders in iOS mail.app

      I have a bunch of emails filed in various folders. Those folders are showing all of the emails in them on Zoho.com and in the Zoho Mail app on my iPhone and my iPad. They also all show up fine in Mail.app on my Mac. The problem is that certain (not all)
    • Where do the 'Archived' mails go?

      I have hit 'Archive' on quite some mails I still needed, but didn't want in my inbox anymore. I obviously thought 'Archive' is not the same as 'Delete', since they don't even pass the trash folder this way, and right now I was looking for one of those
    • Signature image size changing on replied emails

      Hi, Sometimes I see the size of the image I use as signature changes when I open replied emails. Do you know why is this happening? It doesn't seem to happen when I send emails to Gmail though. Signature should look like in attachment "Signature_normal.jpg"
    • Não consigo enviar emails. "Razão:533"

      Não consigo enviar emails. "Razão: 533 Relaying disallowed. Invalid Domain" aparece e me impede de enviar emails... Como resolver o problema?
    • Error when setting up IMAP access in Gmail

      Hi I set up POP3 access via Gmail for my Zoho-hosted domain email. I just tried to change it to IMAP access, however when inputting the settings I received the following error message from Gmail "Missing +OK response upon connecting to the server: * OK
    • Zoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop

      Why should you attend? At Zoholics Europe 2025, Zoho’s official user conference, you’ll have the opportunity to connect directly with experts and explore powerful tools that help businesses elevate customer experiences. Be sure to attend one of the most
    • "Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook

      Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3
    • How do I delte a mailbox alias

      Hi everyome, I have created a mailbox alias on one of my accounts, but I can't figure out how to delete it again. When I go into the control panel on my super-admin account and click on user details and the settings for the user, I can see the mailbox
    • Allowing vendors to Upload Purchase Invoices against Purchase Order

      Work Flow: Once Project is executed, We send Purchase order to every Vendors asking them to Share the invoice against the same. Most of the time Vendors Send invoices through Mails but our Finance Team miss to book those Purchase Invoices in Zoho Books.
    • Deluge - forward incoming email with original attachments and content but new subject

      I'm working in ZohoMail with a 10GB paid account. Using a filter and a custom function, I can send a new mail with the original email content and a new subject, but I'm struggling to find how to attach the original attachment to a new mail - or even to
    • Error: "The conversation window has expired." on WhatsApp

      Hello, I would like to know why this error appears in the messages within WhatsApp from the CRM: "The conversation window has expired." The question arises because a potential client sent us a message at 11:00 PM and we are responding the next day at
    • How to Sync Desk KB and Sales IQ KB?

      Hi, we have just started to use Desk and are using the SalesIQ Chat. Ideally I'd like to use the 'FAQ' feature on chat (which uses SalesIQ KB) and also allow our customers to use the self-service KB that comes with Desk. Unfortunately they are two different
    • Need help! Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked.

      Hi Zoho team My account name is senpai.atelier, it’s been few days I can’t send Emails with the same error messages. I’ve raised the issue to support@zohomail.com that doesn’t respond to my query. I wonder if you may help troubleshooting soon.
    • Zoho arrives to Spam on all Microsoft Accounts (Outlook, Hotmail, Microsoft 365)

      I believe this is a very serious issue. All my email accounts in Zoho arrives straight to SPAM. Thing is, a lot of clients rely on email arriving to Inbox, specially on Microsoft Accounts since it is used a lot both for business and personal email sending.
    • Registeration

      I just added the TXT code. What next?
    • Cannot receive password protected zip files

      Hello, I cannot received a password protected attachments. Also all my members in the same domain has the same problems. Can you please help me? Best regrads
    • ERROR 554 5.1.8 Sender Address Blocked code(554)

      We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message:  554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,
    • How do I associate pricebooks to a customer?

      I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook
    • Zoho mail stopped receiving emails

      Our email are stopped to receive outsider email. i have checked the DSN, it's pointed to ZOho mail. Can anyone help me to fix this issue urgently? Thanks
    • send email from web application

      Hello, I'm experiencing an issue with sending emails from my web application. Here are the configuration parameters currently in use: ini Copia Modifica quarkus.mailer.from=noreply.sedis@mondonovo.net quarkus.mailer.host=smtp.zoho.com quarkus.mailer.port=465
    • Custom CSS in Zoho Form

      Hi, Please let me know, how we can add custom css in Zoho Form.  Thanks
    • Next Page