【開催報告】名古屋 ユーザー交流会 2024/11/22(金) Zoho Oneをフル活用して実現した社内のチームコラボレーションの事例を紹介!

【開催報告】名古屋 ユーザー交流会 2024/11/22(金) Zoho Oneをフル活用して実現した社内のチームコラボレーションの事例を紹介!

皆さま、こんにちは。コミュニティチームの藤澤です。

11/22(金)に名古屋ユーザー交流会を開始しました。名古屋開催会では過去最高の16名のユーザーさんに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に共有しますので、参加できなかった皆さまもご参照ください。

(Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします)


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。

Zoho Oneユーザーである小野さん(ドットシンク株式会社)に登壇いただき、活用事例をご紹介いただきました。 



Zohoサービス活用事例セッション: 

Zohoで実現する売上獲得に向けた最高のチームコラボレーション 


Zoho One ユーザーである小野さん(ドットシンク株式会社)に登壇いただき、人事関連、社内間のタスク管理やコミュニケーション、またWebサイト分析などZoho Oneのサービスを幅広い領域における活用事例を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。


採用活動における活用法


 ドットシンク社では、他社のリクルーティングサービスと複数のZohoサービスを掛け合わせながら採用活動を行っています。

社内コミュニケーションでのZoho活用法


 
Zoho Connectを中心に、Zoho CliqやZoho Vaultなど、実はZoho社内でも頻繁に使用されている便利な各種サービスの活用事例をお話しいただきました。

スタッフ教育・育成におけるZohom活用法



オンラインファイル管理ツールのZoho Writerでのマニュアル作成や、Zoho Peopleでのレクチャー動画の管理を使用することで、全員がアクセスできる形で社内ナレッジを蓄積しています。

リード顧客と顧客育成の取り組み



社内のタスク管理やコミュニケーションに加えて、営業管理・顧客管理も実施しています。生成 AIと各種Zohoサービスをかけ合わせて名刺の読み込み精度を上げている点は効果的な活用法の一つであると感じています。

各サービス活用事例を詳細にお話しいただけたことで、参加者の方からも「ぜひ自社でもやってみたい」や「すごく参考になる!もっと詳しく話を聞いてみたい」などの感想をいただきました。

本セッションの投影資料はこちら:




グループワーク 

今回は「Zoho Desk/CRM ワークフロー共有会」をテーマに実施しました。



各テーブルに別れてワークを開始。まずは、今回のテーマを元に各自ワークシートに共有したい内容を記載してもらいました。

同じテーブルのユーザーさん同士でそれぞれ実際の活用方法を共有し、その後各発表内容について深掘りをしたり、関連する内容についてディスカッションしました。

会場内の雰囲気や参加者の方の雰囲気も徐々に柔らかくなっていったことで、  より盛り上がりを見せていました!


Zoho Deskでよく来るFAQと、最近のホットな製品アップデート情報を紹介しました。
Zoho Deskは、ユーザー交流会後のアンケートにて、よく取り上げてほしいと要望の多いサービスだったため、今回このような形で取り上げさせていただきました。


 懇親会(ネットワーキング) 

セッション最後までご参加いただいた方は全員懇親会に参加いただきました!

アットホームで暖かい雰囲気が特徴の名古屋ユーザーグループらしく、皆さんざっくばらんにお話しいただいている姿が印象的でした。

ケータリングの食事も楽しみながら、各自のZohoサービス活用法や今後やってみたいことなど、終了時間ぎりぎりまで盛り上がりを見せていました!




最後に

 

次回以降のユーザー交流会、Zoho ワークアウト(少人数制課題解決型ワークショップ)は、以下の通りの開催を予定しています。残席わずかとなりましたので、参加を希望される方はお早めに参加登録をお願いします。


12/19(木)14:00~16:00 Zoho ワークアウト(オンライン、定員5名)


 


*次回の名古屋ユーザー交流会の開始については、来年6月を予定しています。

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

    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • 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)


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • KB Templates

                                                                                                    * It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.
                                                                                                  • Missing Folders on iPhone Zoho Mail

                                                                                                    Under mailboxes on my iPhone, I don't have an inbox, sent folder, deleted photo, etc. See pics.
                                                                                                  • Error 403: Forbidden When Updating Email Signature via API

                                                                                                    Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
                                                                                                  • Apply Credit Note Automatically

                                                                                                    We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied
                                                                                                  • Select CRM Custom Module in Zoho Creator

                                                                                                    I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
                                                                                                  • Send Whatsapp with API including custom placeholders

                                                                                                    Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
                                                                                                  • Custom modules not showing in developer console

                                                                                                    I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?
                                                                                                  • Increase Round Robin Scheduler Frequency in Zoho Desk

                                                                                                    Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
                                                                                                  • I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.

                                                                                                    I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.app
                                                                                                  • Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk

                                                                                                    Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being
                                                                                                  • Projects Multiselect API

                                                                                                    Having troubles setting a mutli select field via API. updateMap = map(); updateMap.put("UDF_MULTI1","picklist_id1,picklist_id2"); updateProjectRes = invokeurl [ url :"https://projects.zoho.com/restapi/portal/XXXX/projects/" + projectID + "/" type :POST
                                                                                                  • Mass update Accounts in Zoho Desk

                                                                                                    We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update
                                                                                                  • Vivaldi will not open the Zoho Mail app when I click a email link in the browser

                                                                                                    I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?
                                                                                                  • Digital publisher

                                                                                                    Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.
                                                                                                  • Client Script - mapping data from different module

                                                                                                    Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknown
                                                                                                  • Time Zone Correction with Daylight Savings Time

                                                                                                    Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me
                                                                                                  • Load form in iframe without header

                                                                                                    I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. Any
                                                                                                  • Filter embedded report

                                                                                                    How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'
                                                                                                  • Creator Simplified #5: Set file upload restrictions in Zoho Creator

                                                                                                    Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimize
                                                                                                  • Field Type: Address, Change District/State to Dropdown with picklist??

                                                                                                    Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.
                                                                                                  • cutomized fields are not showing up in zoho creator from zoho crm

                                                                                                    We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? Thanks
                                                                                                  • How to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit

                                                                                                    I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' form
                                                                                                  • Open New Free Zoho Account

                                                                                                    Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,
                                                                                                  • 554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist

                                                                                                    554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALL
                                                                                                  • Emails going back unread

                                                                                                    Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?
                                                                                                  • Automatically updating field(s) of lookup module

                                                                                                    I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As
                                                                                                  • Constraints on Tasks

                                                                                                    We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor
                                                                                                  • Moving Project Dependencies Not Moving Precedessors

                                                                                                    Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting
                                                                                                  • Can you set task due dates to be "x" days before the milestone?

                                                                                                    We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!
                                                                                                  • Change script to add fields

                                                                                                    Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs
                                                                                                  • Default ticket template in helpcenter

                                                                                                    Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.
                                                                                                  • Expanded data-capturing capabilities with enhanced tabular sections

                                                                                                    We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections
                                                                                                  • Integration of Business Hours in Email Templates

                                                                                                    Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email
                                                                                                  • Introduction of Robotics Process Automation in Zoho products

                                                                                                    It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding.   Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage
                                                                                                  • Zoho CRM Calendar View

                                                                                                    Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
                                                                                                  • Add Owner to deluge-created module record note

                                                                                                    Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));
                                                                                                  • Blueprint - Field Validation Criteria (During)

                                                                                                    When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options.  Within the Field Validation Criteria within Blueprint, those options aren't available.  Is there a particular reason for this? 
                                                                                                  • Delete Field that is used in a Zoho Flow connection

                                                                                                    I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted
                                                                                                  • Use image on img HTML tag

                                                                                                    Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,
                                                                                                  • ZOHO Compain emails going to spam after authentication is successful

                                                                                                    Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.
                                                                                                  • Next Page