【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。
関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。
たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。
目次
1. 関連データの設定方法
2. 活用イメージ
3. 関連データとルックアップ項目の違い
1. 関連データの設定方法
次の2つの方法で作成できます。
手動作成
・組織タブの詳細ページからチームタブのデータを作成して関連付け
・チームタブ同士でも、詳細ページから別のチームタブのデータを作成して関連付け可能
ワークフローによる自動作成
ワークフロールールを設定することで、指定した条件やタイミングに応じて関連データを自動的に作成できます。
2. 活用イメージ（商談成立後のオンボーディング ）
実現したいこと
顧客が製品を購入したら、商談データをオンボーディング（導入支援）チームが管理するオンボーディングタブに
関連付け、営業から導入支援への引き継ぎをスムーズに行いたい。
関連付け、営業から導入支援への引き継ぎをスムーズに行いたい。
課題
商談成立のたびに営業チームが手動でオンボーディング依頼を作成しており、繰り返し作業が発生していました。
このプロセスをワークフローで自動化することで負担を軽減できます。
このプロセスをワークフローで自動化することで負担を軽減できます。
設定方法
営業担当者は、「商談成立のステージで新しいデータが作成されるたびに、オンボーディングチームタブに
新しい関連データを作成する」というワークフロールールを設定できます。
新しい関連データを作成する」というワークフロールールを設定できます。
これにより、顧客アカウント設定の依頼が自動的に発生し、次のステップへスムーズにつなげられます。
販売パイプラインを把握している場合は、ワークフローを活用して関連データを自動作成し、1つのステップから
次のステップへシームレスにデータを引き継ぐことが可能です。
次のステップへシームレスにデータを引き継ぐことが可能です。
3. 関連データとルックアップ項目の違い
タブ同士の関連付けはルックアップ項目でも可能ですが、両者の大きな違いは柔軟性です。
関連データは動的で、ユーザーがいつでも任意の2つのタブを関連付けられます。
一方、ルックアップ項目は動的ではなく、CRM管理者による事前設定が必要です。
いかがでしょうか。CRM for Everyoneを利用中のユーザーさんはぜひ試してみてください！
適用範囲：CRM for Everyoneを利用しているユーザー
……………………………………………………………………………………………………………………
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