もしもサンタがZoho CRM を使ったら...?

もしもサンタがZoho CRM を使ったら...?

こんにちは!皆さんはどのようなクリスマスを過ごされましたか?🎅


この投稿では、CRM を活用し、膨大な案件対応を行う中、誤配達と配達漏れのミスを防ぎ、業務効率を飛躍的にアップしたサンタの物語を紹介します。(※フィクションです)  

もしもサンタがZoho CRMを使ったら?:https://www.zoho.com/jp/crm/christmas-special.html


<サンタのCRM活用法>

モバイルアプリ
クライアントの最新の情報にいつでもアクセスできます。
ナビを起動できるので、これまで地図で確認していた手間が削減され、業務効率が大幅に改善されました。

チェックイン機能
トナカイが予定として登録した配達が完了したら、 facebookなどのチェックイン同様に、CRM上に履歴を残すことができます。これにより、訪問漏れを防ぎ、数億いるクライアント全てに確実に配達ができるようになりました。


Zoho CRM は今後も様々な企業、ビジネスを支えるために、アップデートしていく予定です!

当フォーラムでもひきつづきサービスに関するアップデート情報を提供していきますので、ぜひチェックしてくださいね。

Zoho CRM アップデート情報はこちら

 



    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • 【ZOHO】コミュニティユーザー自己紹介のトピック

                                                              日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました! 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。(オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません) スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N  テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前(ニックネーム)】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】
                                                            • 【ZOHO】オンラインフォーラムのご利用について

                                                              こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。  製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 <製品に関する質問に対し、確実にZoho側からの回答が欲しい場合> ・ご購入前:sales@zoho.jp
                                                            • Zoho Japan Community オンラインフォーラムの利用案内

                                                              この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator 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

                                                                                              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

                                                                                                              • Secure your external sharing process with OTP Authentication

                                                                                                                For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared
                                                                                                              • Items attribute questions

                                                                                                                Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
                                                                                                              • Is there a way to search mail for items you haven't yet responded to?

                                                                                                                I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?
                                                                                                              • Subtotals per Header

                                                                                                                Hey, we would like to display subtotals per header in our invoices:
                                                                                                              • upgrade storage

                                                                                                                how to upgrade my storage
                                                                                                              • Linking items from books and subscription

                                                                                                                Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books
                                                                                                              • Add the ability to view number of hours planned for a workorder while in the Dispatch Console

                                                                                                                Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned
                                                                                                              • Uploading Files from uploads api

                                                                                                                I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th
                                                                                                              • Change format of quantity format

                                                                                                                Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!
                                                                                                              • square up and Zoho books

                                                                                                                Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax
                                                                                                              • How to provide Access rights to specific Bank accounts

                                                                                                                We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?
                                                                                                              • Errors Getting a Bank Transaction

                                                                                                                Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to
                                                                                                              • Subscriptions Plans and CRM Products Integration?

                                                                                                                Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based.  So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to
                                                                                                              • Mapping Zoho Subscription Plans and Products to CRM and Books

                                                                                                                We have products that are one time products and subscription products.   1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate
                                                                                                              • Bulk update fields based on date

                                                                                                                Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?
                                                                                                              • Target for a campaign

                                                                                                                Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more
                                                                                                              • Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user

                                                                                                                Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket
                                                                                                              • Celebrating the power of visuals

                                                                                                                On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does
                                                                                                              • Blocking / black listing customers

                                                                                                                Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.
                                                                                                              • Feature Request: Email Templates for notifications accross all services

                                                                                                                Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent
                                                                                                              • Approval-based booking with Zoho Creator and Zoho Bookings

                                                                                                                Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming
                                                                                                              • Member Accounts in Related List

                                                                                                                Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using
                                                                                                              • how do i remove a specific Zoho Service from my account

                                                                                                                I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?
                                                                                                              • I Want migarte all invoice details to zoho sheets

                                                                                                                I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.
                                                                                                              • were can i find my invoices i need this for my accountant

                                                                                                                were can i find my invoices i need this for my accountant, how can i get id direct to my email?
                                                                                                              • ONLY email field not populating Writer fillable document (randomly)

                                                                                                                I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,
                                                                                                              • My number is marked as spam

                                                                                                                Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.
                                                                                                              • Personnalisation des paramètres dans Zoho Mail

                                                                                                                Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines
                                                                                                              • How To Save Data Into Zoho CRM Sandbox

                                                                                                                Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",
                                                                                                              • Question about retrieving unsubscribed contacts (outside of lists) via API

                                                                                                                Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there
                                                                                                              • Getting “mandatory field missing: Service_Line_Items” When Creating Work Order via Zoho Flow Deluge

                                                                                                                Hi Team, I’m trying to create a Work Order in Zoho FSM with only a Service Line Item (no Parts). However, I keep getting this error: Work Order Response: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Service_Line_Items"},"message":"required field
                                                                                                              • How to customize the colors of the Client Portal login screen and add the company logo?

                                                                                                                As title, how to customize the colors of the Client Portal login screen and add the company logo?
                                                                                                              • Daily updates/fixes and how to see what was changed?

                                                                                                                When I receive the notification that zoho was updated and I need to refresh it. How can I see what was changed or fixed? Sometimes they change things that effect my books and I need to know what they did. For example over this past weekend something was
                                                                                                              • Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

                                                                                                                Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,
                                                                                                              • Why should I choose Zoho Inventory vs Odoo?

                                                                                                                Hello there! I have used Zoho in different companies I've worked in, and I have a positive perception of it. I am starting a new import business for pipes, tubes, fittings, valves, elbows, etc., which all have serial numbers, cast numbers, etc., so I
                                                                                                              • Product Updates in Zoho Workplace applications | July 2025

                                                                                                                Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.
                                                                                                              • PLEASE FIX YOR BUGS

                                                                                                                PICTURES ARE BEING REJECTED DESPITE THEM FOLLOWING THE GUIDELINES ON DIMENTIONS.
                                                                                                              • Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

                                                                                                                Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”
                                                                                                              • Create online meetings for Booking Pages with Zoho Meetings and Zoom

                                                                                                                Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots with
                                                                                                              • Filters in audit logs

                                                                                                                Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced
                                                                                                              • Next Page