【開催報告】東京 ユーザー交流会 Vol.2 2025/6/13 CRM Plus/Formsの活用におけるポイントやおすすめ機能を紹介
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月13日（金）に東京で「ユーザー交流会 Vol.2」を開催し、16名の方にご参加いただきました。ご参加くださった皆さま、ありがとうございました。
この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日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：マーケ・営業・サポートをつないで顧客体験を向上させる！Zoho CRM Plusのおすすめサービス活用事例
Zoho Champion のコムニカチオ 岡安さんに、CRM Plusの活用法について解説いただきました。 以下に一部抜粋して掲載しています。ぜひご覧ください。
Zoho CRM Plusを活用するポイント
3つのポイントに分けて、活用ポイントをご説明いただきました。
シナリオ①（CRM、Campaigns、SalesIQ）の運用イメージ
CRM、Campaigns、SalesIQの3つのサービスを活用したシナリオ施策を元に、活用法の具体例をご説明します。
顧客の商品購入への検討状態を捉えるために、Campaignsを利用したメルマガ配信や、Web上の行動追跡を行うためにSalesIQを利用。
本シナリオのポイントは以下になります。
CRM Plusで利用するサービス選択のステップ
説明は3つのステップに分けて進めます。
パッケージサービスを契約していると、多くのサービスを使わなければと感じることもありますが、ここでは「課題に合わせて必要なサービスを選ぶ」という視点でご説明します。
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？
上記のテーマでセッションを実施しました。
この数ヶ月でZohoサービスの利用を始めたばかりの方から、何年も使い続けているベテランユーザーの方まで、さまざまなフェーズのユーザー同士で意見や経験を共有していただきました。
お話しされた内容抜粋：
- 名刺をEightで読み込み、CSVファイルで出力してCRMに連携している。
- カスタムタブを作成し、そのタブに見込み客に相当するデータを貯めている。
懇親会
セッション中に時間の都合で取り上げられなかった質問をZoho社員や他のユーザーの方に聞く方や、
ユーザー同士でざっくばらんに雑談を楽しまれる方など、リラックスした雰囲気の中で交流されている様子が印象的でした。
ユーザーコミュニティ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！
大阪と名古屋での開催報告は、以下のリンクからご覧いただけます。
- 大阪 ユーザー交流会 2025/06/05 開催報告：https://zoho.to/OPA
- 名古屋 ユーザー交流会 2025/06/06 開催報告：https://zoho.to/pgR
最後に
次回以降のユーザー交流会は、以下の日程で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
ZOHOLICS Japan 2025 開催のお知らせ
別途詳細につきましてはフォーラムにてもご連絡しますが、ZOHOLICS Japan 2025の開催が決定しました！
リアルとオンライン両方で実施するハイブリッド形式での開催です。
参加無料ですので、ぜひ皆さまご参加ください！
詳細はこちら
- 開催日：2025/9/19(金)
- 会場：JPタワー ホール&カンファレンス
- Webページ：https://events.zoho.jp/zoholics2025
- お問い合わせ先：ZOHOLICS 2025 運営事務局 zoholicsjapan@zohoevents.jp
今後取り扱ってほしいトピックや、今回参加されたご感想など、ぜひ本投稿のコメント欄にてお寄せください。励みになります！
今後とも Zoho コミュニティをよろしくお願いいたします。
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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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