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





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • 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 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

                                                                                                            • Zoho CRM: how can I control which contacts to sync with Outlook?

                                                                                                              I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.
                                                                                                            • How to overcome limitations in meetings

                                                                                                              As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
                                                                                                            • Different MRP / Pricing for same product but different batches

                                                                                                              We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
                                                                                                            • Add a 'Log a Call' link to three dot icon in Canvas

                                                                                                              Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
                                                                                                            • Syncing Zoho Forms with Bigin - Embedding issue?

                                                                                                              Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding
                                                                                                            • Can not add fields to a Section

                                                                                                              I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What
                                                                                                            • Record Logged in User while using CRM lookup field

                                                                                                              Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted
                                                                                                            • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

                                                                                                              I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:
                                                                                                            • Collaps Notes

                                                                                                              There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
                                                                                                            • Zoho Down

                                                                                                              I have a drop in my Zoho One services.
                                                                                                            • Runing RPA Agents on Headless Windows 11 Machines

                                                                                                              Has anyone tried this? Anything to be aware of regarding screen resolution?
                                                                                                            • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

                                                                                                              Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
                                                                                                            • Why am I getting event Pop-up Notification for events that have been cancelled?

                                                                                                              Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the
                                                                                                            • Whatsapp Limitation Questions

                                                                                                              Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                            • Create a draft in reply to an email via Emails API

                                                                                                              Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
                                                                                                            • India Tech Support

                                                                                                              Is there no phone tech support number for India? And no chat facility either?
                                                                                                            • Billing Management: #1 Billing an Universal Business Routine

                                                                                                              Hello, As the saying goes, "Do the hardest job first", we started with the complex subject in finance, revenue management, which is considered to be the backbone for any business. Now, let's shift our focus and take a deep dive into this Billing Management
                                                                                                            • Show/ hide specific field based on user

                                                                                                              Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
                                                                                                            • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

                                                                                                              No idea what this is. Can't see what it is explained anywhere.
                                                                                                            • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

                                                                                                              ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら:https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
                                                                                                            • Zoho Calendar not syncing correctly with personal Google Calendar

                                                                                                              Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal
                                                                                                            • 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
                                                                                                            • Customer Parent Account or Sub-Customer Account

                                                                                                              Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                                                                                            • need a packing list feature

                                                                                                              In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
                                                                                                            • Prevent stripping of custom CSS when creating an email template?

                                                                                                              Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>
                                                                                                            • Workdrive 5.0 / API Documentation Workflows

                                                                                                              Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin
                                                                                                            • How to keep track of bags, cans, drums of inventory?

                                                                                                              We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
                                                                                                            • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                                                                                              Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
                                                                                                            • How many ZOHO-Sites does the ZOHO-One Suite allow for?

                                                                                                              The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?
                                                                                                            • Replace Lookup fields ID value with their actual name and adding inormation from subforms

                                                                                                              Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
                                                                                                            • Having Trouble Opening The Candidate Portal

                                                                                                              Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.
                                                                                                            • Webhook from Zobot to Zoho Flow fails

                                                                                                              I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot
                                                                                                            • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

                                                                                                              Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
                                                                                                            • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                              Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
                                                                                                            • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

                                                                                                              I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
                                                                                                            • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                              Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
                                                                                                            • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

                                                                                                              Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to
                                                                                                            • Insert auto number from main form into subform rows

                                                                                                              Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
                                                                                                            • Dark Mode - Font Colors Don't Work

                                                                                                              When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
                                                                                                            • Integrate Bunq with ZOHO Bookes

                                                                                                              We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
                                                                                                            • Next Page