【開催報告】オンライン ユーザー交流会 8/3（木）

【開催報告】オンライン ユーザー交流会 8/3（木）

皆さま、こんにちは。コミュニティチームの中野です。

 

8/3（木）にオンラインにてユーザー交流会（Meetup）を開催しました。

本投稿では、その様子をお届けします。

 


 

Communicatio 岡安 裕一さんによるユーザー事例セッションのほか、6月開催のユーザー交流会同様に、弊社技術部によるZoho CRM のアップデート情報を解説するZoho セッションを実施。お楽しみ会は、参加者同士で日々の取り組みや活用方法について共有し合う、「Zoho プチ自慢大会」を行いました。

 

当初予定していた札幌開催から、諸事情により開催形式をオンラインに変更しました。リアル開催を楽しみにしていた方々、申し訳ございませんでした。

登壇いただいた岡安さん、そして参加いただいたZoho ユーザーのみなさん、ありがとうございました！

 

 

事例セッション

 


 

取り上げたトピック *一部抜粋

 

・Zoho CRM　

　商談タブの「ステージ」ごとの確度を計算しボトルネックを明らかに。

・Zoho Analytics

　受注率、失注率、確度の計算用のサンプルレポート共有。

 スナップショット機能の紹介（ある時点でのデータを保持し、週ごと、月ごとの変化を比較できる）

 

 

Zoho セッション

 


 

Zoho CRM のサポート窓口へのよくある問い合わせや、アップデート情報について解説しました。

 

取り上げたトピック *一部抜粋

機能紹介：ワークフロー

ルックアップのフィルター　など

 

 

お楽しみ会（Zoho プチ自慢大会）　

 

参加ユーザーさんの普段の取り組みや、おすすめの活用方法などを共有し合う、プチ自慢大会を実施しました。

当日の作品を一部、こちらで紹介します。

 ・Zoho Campaigns でメールマガジンの運用に取り組んでおります。 

 ・Zoho Books でクレジットカードや銀行口座のCSVリストの消し込みをできるようになりました。 

 ・Googleスプレッドシートに作成した売上予算をZoho Analytics に連携して、予実管理を簡単にできる仕組みを作成しています。 

 ・Zoho Forms にサブフォームを活用することにチャレンジしています。 

 

最後に

 

今後もこのようなユーザー交流会や、課題解決型のワークショップイベント 「Zoho ワークアウト」を引き続き開催していきますので、ぜひご参加ください。

（次回のZoho ワークアウトは8/22に開催します）

 

次回のユーザー交流会・東京開催については、10月27日（金）にハイブリッド形式にて開催を予定しています。詳細が決まり次第あらためてお知らせします。

前回の東京開催の様子はこちら

 

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

 




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