【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！

ゾーホージャパン コミュニティチーム

    • Sticky Posts

    • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

      「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/

    • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント！Zoho サービス相談会/情報交換会もあります

      こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日（金）16:00から、今年最後のMeetup(ユーザー交流会)を開催します！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM

    • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

      先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します！ 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 ＞＞申し込みはこちら：‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時：6月29日(火) 17:00~

    • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

      こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日（金）16:00~ 開催いたします！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください！

    • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

      Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか？ Zoho Japan Communityでは、今年最後のオンラインMeetup（ユーザー交流会）を開催いたします！以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー ＜日時＞2020年12月17日(木) 16:00-18:00 ＜参加費＞無料 ＜開催方法＞オンライン ＜概要＞ 前半（16:00〜17:00）  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」（ゾーホージャパン株式会社　コミュニティチーム）

      • Recent Topics

      • Introducing 7 New Connectors in Zoho DataPrep!

        We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

      • Sales Order, Invoice and Payment numbers

        Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

      • Missing information data Zoho inventory

        there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

      • First day of trying FSM in the field.

        What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

      • Zoho Desk app update: AI powered features

        Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

      • How to Automate Email Sequence

        I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be

      • Turning off the new UI

        Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

      • Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

        Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder

      • Credit Management: #3 Setting Credit Limit for Customers

        Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order

      • Adding Reports to Portals

        Is there a way to add Reports to portals so only the user can see report templates relevant to them?

      • Update on the client portal URL for Guest users

        We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here

      • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

        Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

      • Enhancements to Zoho Map integration tasks

        Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

      • Unable to see Zoho contacts in Zoho app on ios

        Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail

      • Task Due Date greater than 10 years.

        We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example

      • External User onboarding for zoho connect is not really intuitive.

        So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create

      • Hosting external websites on Zoho?

        How can I host my external website on zoho? Do we have that option? I am currently with hostinger and am looking to switch to zoho. Kindly help. Thanks.

      • How to Add Time Formula Duration (hh:mm)

        Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup

      • How can I calculate the physical stock available for sale?

        Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

      • Set Custom Icon for Custom Modules in new Zoho CRM UI

      • Live Webinar: Getting Started with Zoho WorkDrive - A Complete Overview

        Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to set up your team, bring in your data, and make the most of WorkDrive’s collaboration, organization, AI, and security capabilities. This session is perfect for anyone

      • Marketing Tip #4: Build your email list early

        Email marketing has one of the highest returns on investment. Don’t wait until later; start collecting subscribers now. When you've got their attention, you can send them emails about offers, new product launches, seasonal greetings, and more. Try this

      • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

        When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

      • Unify Overlapping Functionalities Across Zoho Products

        Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

      • Zoho Desk Domain mapping / Cloudflare CNAME not recognized

        Hello, my website is behind Cloudflare and SSL. From the Cloudflare control panel I added a CNAME record such as support.mydomain.com pointing to desk.cs.zohohost.com but I'm stuck with the message "Make sure you've mapped the CNAME entry..."

      • Create an Eye-Catching Announcement Widget for Your Help Center

        Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

      • I want to add my other zoho account in same pc

        why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that

      • Search in Zoho Community Not Working

        I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.

      • Capture Stripe’s Customer ID

        Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.

      • Custom Modules - Where are Comments??

        In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,

      • Dynamic Signature - Record owner

        Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

      • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

        Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@

      • Amazon invoice in Zoho Books

        I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

      • CUSTOM FUNCTION GIVE ERROR #EVAL!

        CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }

      • Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement

        In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.

      • IMAP Migration from Gmail

        I have been trying to import my email from a Gmail server and keep receiving the following error. I have reduced the security, activated imap and no improvement. The link to the Google support item has not helped. Unable to connect to your account. Please

      • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

        When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com

      • Request for Creating Multiple Email Accounts on One Mobile Number

        Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible

      • Signature issue

        Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks

      • mail admin not loading

        i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i

      • Next Page