【開催報告】 ユーザー交流会 2024/6/6（木）SaaS営業活動を支えるZoho One

【開催報告】 ユーザー交流会 2024/6/6（木）SaaS営業活動を支えるZoho One

皆さま、こんにちは。コミュニティチームの中野です。

6/6（木）に、ユーザー交流会 大阪を開催しました。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）


今年初の開催となるユーザー交流会 大阪では、LRM株式会社 堀江さんによるZoho One の事例セッションのほか、「Zoho サービス同士の連携」をテーマに参加者同士でZoho の活用方法を共有し合うグループワークを行いました
登壇いただいた堀江さん、そして参加いただいたZoho ユーザーの皆さん、ありがとうございました！

事例セッション SaaS営業活動を支えるZoho One

クラウドストレージ、メールセキュリティ対策、PC情報漏えい対策やログ管理サービスなど、情報セキュリティ課題を解決する多数のサービスを提供するLRM株式会社の堀江さまが、案件管理〜利用状況の分析におけるZoho Oneの活用方法、他社サービスとの連携について解説しました。

・Zoho One 利用全体イメージ：


１、案件・顧客管理
・問い合わせの対応：Webサイトと Zoho Forms / Zoho SalesIQ の連携


・CRMによる商談（案件）管理



・CRMによる契約顧客管理
カスタムタブで契約管理台帳を作成し、管理しています。
サブスクリプション型のサービスを扱っているため、契約期限の延長はワークフローで自動化しています。 *閏年の計算はどうしてもずれてしまうため手動で更新しています。







２、ステップメール（CRM）
・CRM とMarketo の連携
弊社の場合は、Zoho Flow ではなく、扱いに慣れているZapier を利用して、Marketo との連携を実現しています。CRM内の情報修正を実施する度にMarketo 側にも情報を反映するように設定しています。
その場合は、かなりの情報量をやりとりすることになるため、Zapier の契約プランは想定のリクエスト数に耐え得る内容にするなど注意が必要です。


３、問い合わせ管理（Zoho Desk ）
問い合わせ管理については、Zendesk と、一部メール対応にZoho Deskを利用しています。


4、SaaS利用状況の分析
・Analytics による利用状況の分析
顧客ごとのサービス利用状況を確認し、カスタマーサクセスの活動に反映しています。


・Survey によるアンケートの実施


５、他サービスとの連携
Zapier や、Power Automate を利用して、外部サービスとの連携を実現しています。







堀江さん資料：


グループワーク

どんなサービスと連携していますか？ Zoho 連携事例を共有し合おう！

Zoho CRM と連携している他のサービスの紹介と、それによってどのようなことを実現しているのかを共有していただきました。


共有内容 一部抜粋：
読み込んだ名刺データをCRM（見込み客）に登録：Card Scanner > Zoho CRM
顧客データからメーリングリストの作成・管理：Zoho CRM > Zoho Campaigns
問い合わせ内容をCRMに登録：Zoho Forms > Zoho CRM

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。

6/14（金）18:00～　ユーザー交流会 東京（AP新橋）
詳細、申し込みはこちら︎▷▷https://zoho.to/Tokyovol2-Forum

6/27（木）14:00～16:00　Zoho ワークアウト（オンライン、定員5名）

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！

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