【開催報告】名古屋 ユーザー交流会 Vol.1 2025/6/6 Zohoで社内システム管理を実現するユーザー事例の共有
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
6/6(金)に名古屋 ユーザー交流会 Vol.1を開催しました。当日は11名の皆さまにご参加いただきました。
本投稿では、当日実施したセッションの様子と投影資料をご紹介します。会場にお越しいただけなかった方も、ぜひご覧ください。
ユーザー活用事例セッション：Zoho CRM Plusによる引合~見積~受注までのプロセス統合
セッションの後半は、清水さんの環境を投影いただき、実際の画面上で操作しながらご説明いただいたため、本記事では掲載しておりません。予めご了承ください。
具体的な社内業務の課題
複数システムへの入力や作業の属人化が課題として上がっていましたが、それらの作業をCRMやDeskを利用することで、業務改善を実現しようと考えました。
Zoho CRM Plusで課題解決
現在導入進行中のプロジェクトですが、図のようにDeskやFormsで始まり、CRMでデータを貯めて更に各サービスに連携するなどして、社内運用の効率化を実現したいと考えています。
※Zoho CRM Plus には Zoho Forms は内包されませんので、ご注意ください。
名刺取込作業の改善 ~Gemini AI~
展示会で入手した名刺をCRMの見込み客、連絡先に自動登録されるように設定しました。
マスタ連携
元々オンプレミスで運用している生産管理システム「TECHS」内に貯められているデータを、SQLで「取引先マスタ」「担当者マスタ」などマスタCSVファイル出力し、それらのファイルを最終的にZoho CRMに取り込むことでファイル連携を実現します。
従来難易度の高い製造業におけるシステム管理をクラウドサービスのZoho CRM Plusで実現するという壮大なプロジェクトについてご共有いただきました！
グループワーク：見込み客・顧客データ、どう貯めて、どう活用していますか？
大阪開催回と同様に、上記テーマでグループワークを実施しました。
CRMでコール履歴のデータを貯めて活用している方や、Formsで集めたデータをCRMの見込み客に取り込んで活用するなど、多種多様な活用法をお話しいただきました。
懇親会(ネットワーキング)
当日ご参加いただいた方のほとんどにご参加いただきました！名古屋ユーザーグループならではのアットホームな雰囲気で、終始和やかな時間でした。
初参加の方は最初は緊張されるかと思いますが、ぜひ一度お気軽に参加してみてください。Zoho社員だけでなく、ユーザーさんも暖かくみなさんをお迎えします！
今回も、これまでのユーザーコミュニティの活動に貢献いただいたユーザーさんを、サプライズで表彰いたしました。
最後に
次回以降のユーザー交流会は、以下の通りの開催を予定しています。詳細が決まり次第、当フォーラムやZoho Japan のSNSでお知らせします。
- 8/8(金) 福岡 ユーザー交流会 @博多駅周辺 ▷▷詳細はこちら
- 10/17 (金) 東京 ユーザー交流会 @都内会場
- 11月中(予定) 3都市開催 ユーザー交流会 @東京・大阪・名古屋
今後取り扱ってほしいトピックや、今回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。
SNSハッシュタグ：#Zugmeetup
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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【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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