【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.2 ～ 顧客満足度を高めるCRM / Survey活用・営業基盤づくり・AI連携による業務改善 ～
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26日（金）に、東京 Zoho ユーザー交流会 NEXUS vol.2 を開催しました。
今回のテーマは「CRM活用 × AI」。
過去最大規模での開催となった本イベントでは、MIGACTの濵田さん、
デジタル・クリエイティブ・ネットの本間さん、ゾーホージャパンのSasiによるセッションを実施。
過去最大規模での開催となった本イベントでは、MIGACTの濵田さん、
デジタル・クリエイティブ・ネットの本間さん、ゾーホージャパンのSasiによるセッションを実施。
顧客情報をどのように整理し、日々の業務や顧客対応、営業活動の改善につなげていくのか。
CRM・Survey活用から、AIとZohoを組み合わせた取り組みまで、それぞれ異なる視点から具体的な事例をご共有いただきました。
本投稿では、当日のセッション内容や登壇資料をご紹介します。
残念ながらご参加いただけなかった方も、ぜひご覧ください。
ユーザー事例セッション①
「顧客満足度・対応品質向上に向けたZoho CRM × Survey活用事例」
登壇者：MIGACT 濵田 さん
Zoho コミュニティのアンバサダー（ZCAP）の一人であり、愛媛県八幡浜市でコワーキングスペース・
教育事業・宿泊事業などを展開するMIGACTの濵田さんより、
Zoho CRMとZoho Surveyを中心とした顧客管理・業務改善の取り組みをご紹介いただきました。
Zoho Surveyを単なるアンケートツールとして利用するだけでなく、
問い合わせ、資料請求、会員申し込みフォームとしても活用。
取得した情報をZoho CRMへ集約することで、スタッフ全員が同じ情報をもとに対応できる体制を構築されています。
投影資料はこちら：
ユーザー事例セッション②
「起死回生！ 崖っぷち企業のサバイバル営業術 ― 兼務組織のための営業の土台づくり ―」
登壇者：デジタル・クリエイティブ・ネット 本間さん
30年以上続く撮影プロダクションを経営危機から立て直した経験をもとに
「兼務組織でも実践できる営業基盤づくり」をテーマにご講演いただきました。
Zoho CRMで顧客情報・商談履歴・費用情報を一元管理し、まずは会社の状態を正しく見える化。
その後、既存顧客への定期的な接点づくりや、優良顧客への“御用聞き”営業へと発展させていったプロセスを、
リアルなエピソードを交えてお話しいただきました。
投影資料はこちら：
セッション③｜Zoho 社員セッション
「AIとZohoと繋げ、業務に活かす ― Zoho MCPのデモと利用方法」
発表者：Sasi Kannan（ゾーホージャパン株式会社）
最後のセッションでは、ゾーホージャパンのSasiより、生成AIとZohoを組み合わせた業務改善について紹介しました。
Zoho CRMのプロンプトビルダーによる企業分析、Zoho MCPを活用したCRMデータ更新、
Zoho DeskとAIエージェントを組み合わせた問い合わせ対応など
AIを業務システムとつなげる具体的な活用例をデモ形式で共有しました。
※デモ動画については公開対象外となりますので、ご了承ください。
投影資料はこちら：
テーブルトーク・懇親会
セッション終了後は恒例の交流タイムへ。
登壇内容についてさらに詳しく質問したり、自社でのCRM運用やAI活用について相談したりと、
会場のあちこちで活発な会話が生まれていました。
初参加の方も交えながら、普段なかなか聞けない他社の運用や
運用担当者同士で悩みを共有できるのは、ユーザー交流会ならではの魅力です。
それぞれのセッションを通じて、Zoho 活用を一歩進めるためのヒントが多く共有された会となりました。
今後のユーザー交流会について
2026年度の開催予定は以下の通りです。
・10月30日 福岡
・11月12日 大阪
・11月13日 名古屋
・12月8日 東京
詳細は本フォーラムおよびメールにて順次ご案内します。
今後とも、Zohoユーザーコミュニティをよろしくお願いいたします。
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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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