【開催報告】名古屋 ユーザー交流会 2026/6/5(金)少人数でも始められるメールマーケティング ~Zoho CRM ケイデンス活用術~

【開催報告】名古屋 ユーザー交流会 2026/6/5(金)少人数でも始められるメールマーケティング ~Zoho CRM ケイデンス活用術~

Zoho ユーザーの皆さま、こんにちは。
コミュニティグループの中野です。

6月5日(金)に、名古屋 Zoho ユーザー交流会を開催しました。
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もこちらに共有しますので、参加できなかった皆さまもぜひご参照ください。

 
今回の名古屋 ユーザー交流会では、Zotionの松井 邦夫さんによるユーザー活用事例セッションのほか、
「Zohoで"これだけは外せない"ルーティン」をテーマにしたグループワークを実施しました。

登壇いただいた松井さん、そしてご参加いただいたZohoユーザーの皆さま、ありがとうございました!


ユーザー活用事例セッション  

少人数でも始められるメールマーケティング  :Zoho CRM ケイデンス活用術  

Zoho Champion・ZCAPメンバーの松井 邦夫さんより、「メールマーケティングに取り組みたいが、
専任担当者がおらず複数ツールを管理する余裕がない」という企業に向けて、
Zoho CRMを活用した実践的なアプローチをご紹介いただきました。


今回のセッションでは、

・CRMを中心とした情報管理
・ケイデンスを活用したメールフォロー
・少人数で運用するための考え方

などについて、実際のデモを交えながら共有いただきました。

「メールマーケティングは気になるが、専任担当者が不在でかつ複数製品を運用する余裕がない」という
ユーザーさんに向けて、まずはZoho CRMから始める実践的なアプローチについて共有いただきました。

詳細な内容については、3月開催の東京ユーザー交流会開催報告でも紹介していますので、ぜひあわせてご覧ください。

 

名古屋会場で盛り上がったポイント :CRMでどこまでできる?  

セッション後の質疑応答では、

・CRMだけでも十分なのか
・Campaignsを導入するタイミングはいつか
・少人数でどこまで自動化できるのか

など、実際の運用をイメージした質問が多く寄せられました。

特に「まずはCRMで始めてみて、配信リストが増えてきたり
より高度なことが必要になった段階でCampaignsを検討する」という段階的な考え方には、
多くの参加者が関心を寄せていました。

   

Zohoで"これだけは外せない"ルーティーン  

グループワークでは、日々の業務の中で継続して実施しているZohoの活用方法について、参加者同士で共有していただきました。

Idea

共有内容(一部抜粋)  

・Zoho CRM 名刺情報の定期インポート

・Zoho Social Instagram の投稿予約

・Zoho Sign テンプレートを登録して複数サービスの契約が簡単に

自社では当たり前になっている運用でも、他社から見ると新たな発見になる場面も多く見られました。

少人数開催ならではの距離感で、参加者同士が具体的な運用方法や工夫を共有し合う時間となりました。 


今後のコミュニティイベントについて  

次回以降のコミュニティイベントは以下を予定しています。

6/26(金)18:00~  

東京 ユーザー交流会(AP新橋)

詳細・お申し込みはこちら

 

枠に限りがありますので、参加を希望される方はお早めにお申し込みください。

今後ともZoho コミュニティをよろしくお願いいたします。

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                                                                    こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。  製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 <製品に関する質問に対し、確実にZoho側からの回答が欲しい場合> ・ご購入前:sales@zoho.jp
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                                                                    この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。


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