My Zoho Story #8 ネットワイズ フチーロさん:プロジェクト管理から顧客対応までをZoho One で実現

My Zoho Story #8 ネットワイズ フチーロさん:プロジェクト管理から顧客対応までをZoho One で実現



こんにちは。Zoho コミュニティチームです。

 

My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。

 

今回ご登場いただくジェフリー フチーロさんは、ウェブサイト制作・デザイン、ウェブマーケティングを得意とするデジタルマーケティング会社、株式会社ネットワイズ(netwise)でオペレーションディレクターおよびZoho 運用責任者として活動されています。フチーロさんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。

 

――貴社の事業内容についてご説明ください

2001年に設立された株式会社ネットワイズは、ウェブサイト / ECサイトの制作やデジタルマーケティングを中心としたソリューションを提供し、企業のオンラインプレゼンス強化を支援してまいりました。私たちは、デザインと技術の融合を追求しながら、企業の成長に貢献するウェブサイトやアプリケーションを構築しています。

netwise:https://www.netwise.jp/ja/

Pulse Marketing  https://pulsemarketing.jp/
WP Flex  https://wpflex.jp/ 

 

――Zoho の利用歴を教えてください

Zoho Oneを使い始めて、約1年になります。

 

――Zoho One を導入したきっかけ / 背景を教えてください

元々見積もり・請求管理につき、Zoho Invoice を利用していました。営業管理ツールとして HubSpot を使用していましたが、コスト削減を目的に Zoho CRM に移行しました。また、Zendesk やTeamwork などの他社のヘルプデスク、プロジェクト管理ツールを利用していましたが、サービス同士の連携を重視し、Zoho One を導入する決断をしました。

 

――利用中のZoho サービスについて教えてください

主にCRM / Projects / Desk / People / Learn / Forms / Survey / Analytics を利用しています。

 

――上記サービスを貴社のビジネスプロセスにどのように取り入れていますか?

Zoho Projects: タスクおよびプロジェクト管理。(クライアントワーク75%と社内業務25%の比率)

Zoho Desk:ヘルプデスクとして、サポート業務におけるカスタマーサービスを提供。

Zoho People:勤怠管理、人事関連の連絡。

Zoho Forms:社内外向けの対応なウェブフォーム。

Zoho Survey:顧客満足度調査のアンケートなど。

Zoho Learn:社内プロセスの標準化とナレッジ共有を推進。

 

* Zoho 以外で利用しているサービスとして Google Workspace、Slack があります。

 

――Zoho を利用する中で、可能性を感じる部分はありますか?

Zoho Projects は作業状況や社内メンバーの業務負荷をリアルタイムで確認できます。クライアントも招待してプロジェクトを共同作業することもできます。

Zoho One を利用していますが、Zoho サービス同士や他社サービスとの連携が可能な点は気に入っています。

一方で、当社の顧客は Zoho Meeting やZoho Writer などのZoho のコラボレーションサービスを知らないので、Google Workspaceを使うことにしています。これらのサービスの認知度や信頼性が向上していくことを期待しています。

 

――今後Zoho サービスを利用する上でチャレンジしてみたいことを教えてください

Zoho Cliq:

今後Slackからの移行ができたらと考えています。

 

Zoho Recruit :

採用管理を目的として、本格運用を開始したいです。設定完了後には、採用プロセス自動化のため、ブループリントの構築に取り組んでいきたいと考えています。

 

 

今後も「My Zoho Story」を通じて、あらゆる業界のZoho 活用方法について発信していきます。

ひきつづきよろしくお願いいたします。

 

Zoho コミュニティチーム


    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

                                                                                                              • Why Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals

                                                                                                                Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho Contracts
                                                                                                              • Whatsapp Connection Status still "Pending" after migration

                                                                                                                Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
                                                                                                              • Kaizen #226: Using ZRC in Client Script

                                                                                                                Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
                                                                                                              • How to Filter timewise question to check uploaded one month or two months before in these community question ?

                                                                                                                i want to find the question that is asked some month or before any particular year, so how can i filter it ?
                                                                                                              • Proposal for Creating a Unique "Address" Entity in Zoho FSM

                                                                                                                The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
                                                                                                              • Workflow Down/Bug

                                                                                                                We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,
                                                                                                              • Service Locations: Designed for Shared Sites and Changing Customers

                                                                                                                Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.
                                                                                                              • Can I re-send the Customer Satisfaction Survey after a ticket closure?

                                                                                                                Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!
                                                                                                              • Account blocked

                                                                                                                Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites
                                                                                                              • Filter contacts based on selected category in Zoho Desk ticket

                                                                                                                Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.
                                                                                                              • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                                Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                                                                                              • Assign Income to Project Without Invoice

                                                                                                                Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every time
                                                                                                              • Tracking Non-Inventory Items

                                                                                                                We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we
                                                                                                              • Profile Page View Customization

                                                                                                                I need to change the fields, sections from the profile view of an emplyoyee.
                                                                                                              • Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

                                                                                                                Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.
                                                                                                              • Accessing shared mailboxes through Trident (Windows)

                                                                                                                Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
                                                                                                              • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

                                                                                                                I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The
                                                                                                              • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

                                                                                                                TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
                                                                                                              • filtering lookup field options based on information in another module.

                                                                                                                In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to
                                                                                                              • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

                                                                                                                Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
                                                                                                              • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                                Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                              • Does the ability exist to make tax on the customer profile mandatory?

                                                                                                                I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
                                                                                                              • email association with CRM

                                                                                                                Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
                                                                                                              • Fix the speed

                                                                                                                It takes ages to load on every step even though my dataset is quite small.
                                                                                                              • Credit Note for Shipped and Fatoora pushed invoices

                                                                                                                We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
                                                                                                              • FSM - Timesheet entires for Internal Work

                                                                                                                Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.
                                                                                                              • Add a way of clearing fields values in Flow actions

                                                                                                                It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be
                                                                                                              • Role Management

                                                                                                                I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
                                                                                                              • Highlight a candidate who is "off limits"

                                                                                                                Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
                                                                                                              • Announcing new features in Trident for Windows (v.1.37.5.0)

                                                                                                                Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.
                                                                                                              • Early Payment Discount customize Text

                                                                                                                Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
                                                                                                              • Deprecation of SMS-based multi-factor authentication (MFA) mode

                                                                                                                Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer
                                                                                                              • Zoho Sheet - Desktop App or Offline

                                                                                                                Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                                                                                              • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

                                                                                                                Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
                                                                                                              • Call description in notes

                                                                                                                When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into
                                                                                                              • Email Address for Contact not Populating

                                                                                                                When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?
                                                                                                              • New in CRM: Dynamic filters for lookup fields

                                                                                                                Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
                                                                                                              • Why hybrid project management might be the best fit for you?

                                                                                                                Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons
                                                                                                              • Allow all Company Users to view all projects, but only owner/admins can change projects

                                                                                                                I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks
                                                                                                              • Fail to send Email by deluge

                                                                                                                Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
                                                                                                              • Next Page