【開催報告】ユーザー交流会 東京 2023 12/15（金）

【開催報告】ユーザー交流会 東京 2023 12/15（金）

皆さま、こんにちは。コミュニティチームの中野です。

12/15（金）にハイブリッド形式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。当日の登壇資料など、こちらに共有いたしますので、ご参加できなかった皆さまもご確認ください。




今年最後のユーザー交流会 東京開催は、デジタル・クリエイティブ・ネット 本間さんによるZoho CRM の事例セッションのほか、弊社マーケティング部の渋谷によるZoho Marketing Automation 活用法を解説するZoho セッションを実施。お楽しみ会は、Zoho サービスを活用し、業務効率化・自動化を実現したこと、または今後それらに向けて取り組みたい内容を共有し合うグループワークを行いました。

登壇いただいた本間さん、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　Zoho CRM はここまで進化した！ 改善に行き詰まったアナタに送る、業務再改善の手引き

2012年からZoho ユーザーであり、その後Zoho のパートナー企業として導入支援を行なっている本間さんに、長年Zoho CRM を利用中の支援先企業の事例を発表いただきました。



《導入支援先企業の課題》

導入後7年が経過。データ入力担当者によってZoho CRM 内の入力にばらつきがあったり、商談のカスタム項目が上限に達し、商談タブ内から請求書やグラフ用のレポートを作成できなくなることが発覚する。
　　



《一次対応》
上記課題を解決するために、以下3つの対応を行いました。

Zoho Writer の差し込み文書：請求書タブから作成していたテンプレートをZoho Writer の差し込み文書にて再作成し、商談タブ内のカスタム項目を削減。


Zoho Analytics レポート作成：Zoho CRM 内の分析グラフをZoho Analytics のタブ内で作成し、CRM内のレポート出力用カスタム項目を削減。



データ管理ツール： CRM内の管理ツールを活用し、使用していないテンプレートやワークフロー、フォームを一律無効化。


《一次対応の結果》


《課題の根本原因》


《業務改善：Zoho Books 連携》
  


《まとめ》
・CRM を軸に、近い業務領域のサービスと連携を行い、CRMの情報を連携先と行き来させる。
・カスタマイズありきではなく、まずは標準機能で運用する。
・入力する情報の厳選や定期的な棚卸しを実施することで、より良い環境に組み替える。
 

セッションスライドはこちら：




Zoho セッション　Zoho マーケティング部が解説するMA活用法

Zoho マーケティング部 Zoho CRM Plus 担当の渋谷が、Zoho のマーケティング業務プロセスの紹介・Zoho Marketing Automation 活用法や選定時のポイントを発表しました。

《BtoB におけるWebマーケティングの重要性》


《Zoho CRM Plus のマーケティング〜営業・CS》

 


《リード獲得〜MA活用法のフロー》


《MAツール選定時のポイント》


セッションスライドはこちら：

＊セッション時のハンズオンの内容についてはスライドに含まれておりません。


お楽しみ会　「Zoho でここが楽になりました！　Zohoサービスを活用した業務効率化・自動化について語り合おう」

大阪・名古屋開催同様に、Zoho サービスを活用し、業務効率化や自動化を実現したこと、または今後取り組みたい内容を共有し合うグループワークを行いました。
　

当日の作品を一部、こちらで紹介します。

・Zoho Bookings セミナー予約や顧客とのアポイント予約の自動化
・Zoho CRM 展示会参加時に獲得した名刺リストへのフォローと商談ステータス管理。リード情報にタグをつけてセグメントを行う。
・Zoho CRM メールテンプレートについて、サブフォームも使用できるように。
・Zoho Desk × LINE 連携で、顧客からのLINE 経由の問い合わせにDesk から対応。


最後に

次回のユーザー交流会・東京開催については、2024年3月あたりにオフライン形式にて開催を予定しています。開催時期やテーマなど詳細が決まり次第あらためて当フォーラムでお知らせします。

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

        • Forgot my admin Panel Id and password

          Sir, I have an account , where a domain mycityestate.in is added for Zoho email , now it is hard for me to manage email because i have forgotten the Email account and password registered with Admin Panel of Zoho. Just need email name which is registered

        • MCP no longer works with Claude

          Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

        • Image Compression Options

          Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report

        • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

          Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned

        • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

          Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered

        • Blocklist candidates in Zoho Recruit

          We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will

        • Pass shipping info to payment gateway Zoho Books to Authorize.net

          For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it

        • Knowledgebase SEO

          We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

        • Power Pivot and Data Modeling functionality in Zoho Sheet

          When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?

        • Problem with CRM Connection not Refreshing Token

          I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

        • New Features: Repeat Last Action, Insert Cut/Copied Rows/Columns and Hyperlink

          You might have noticed the constant updates to Zoho Sheet of late. Here are 3 more features that have been added to Zoho Sheet recently: F4 - Repeat Last Action Insert Cut/Copied Rows and Columns Insert Hyperlink Here is a screen cast demonstrating each of these features. Read further below to learn more about these new features. F4 - Repeat Last Action: You can now repeat the last action you made on your spreadsheet by using the keyboard shortcut, F4. It is quite handy and helps you get your work

        • Need help getting my mail on iPhone and Tablet

          I need to access my Zoho mail via the iPhone Mail app. I have entered the login name, password and the incoming and outgoing servers, which my Mail Settings page says are imappro.zoho.com and smtppro.zoho.com. The iPhone keeps saying it cannot authenticate.

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Add an background image to an email template in CRM

          Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, but

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • How do I bulk archive my projects in ZOHO projects

          Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

        • Copy contents of File Upload Field into Workdrive

          Hello, I have set up our CRM so that a Workdrive folder is automatically created for each Deal via workflow, this adds the id of the folder into a dedicated field. We also have a field on each Deal called 'Approved Layout', which is a file upload field.

        • Kaizen #198: Using Client Script for Custom Validation in Blueprint

          Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

        • Deleting a memorized email address

          How can I delete a memorized email address? Even though the address has been deleted from Contacts, Zoho mail still auto suggests the address when typing it into the TO field. Thanks!

        • Multiple Cover Letters

          We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,

        • Introducing Record Category in CRM: Group options to see record status at a glance.

          Release update: Currently available for CN, JP, and AU DCs (all paid editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category in Zoho CRM - a new capability where the user can get an overview

        • 553 Relaying disallowed. Invalid Domain - gzkcompany.ro

          Hi there, Can you please assist me in getting the right domain settings? I just renewed my domain subscription, after expired and i got error: 553 Relaying disallowed. Invalid Domain - gzkcompany.ro Zoho mail can receive emails, but its impossible to

        • Not able to receive emails for a while

          I am not able to receive emails for a while now.

        • Confirmation requested: eligibility and process to downgrade to Forever Free — tenant bigbanghawking.com

          Thank you for your reply. I am testing Zoho Mail from Brazil with the tenant bigbanghawking.com (endpoint: mail.zoho.com) and we are currently on the Premium trial that expires 21/01/2026. Before deciding whether to pay or cancel, I need written confirmation

        • Create Tasklist with Tasklist Template using API v3

          In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

        • Zoho API v2.0 - get ALL users from ALL projects

          Hello,        I've been trying to work on an automatization project lately and I find it difficult to work with this strict structure. To be more explicit, if i would like to get all users participating in a project i would need to get all projects first.       Same thing with projects. If i want to get all projects, I would need to get all portals first.        The problem with this aproach is that it consumes a lot of time and resources.             I want to ask if there is another way of getting

        • [Webinar] Solving business challenges by transitioning to Zoho Writer from legacy tools

          Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's

        • الموقع لا يقوم بالسداد

          السلام عليكم ورحمة الله وبركاته وبعد من أمس وانا احاول السداد للدومين YELLOWLIGHT ولا اتمكن من السداد اقوم بتعبئة جميع البيانات ولكن دون جدوى يطلع لى حدث خطأ ما

        • New in Office Integrator: Enhanced document navigation with captions and cross references

          Hi users, We're pleased to introduce captions, table of tables and figures, and cross-references in the document editor in Zoho Office Integrator. This allows you to structure documents efficiently and simplify document navigation for your readers from

        • Where Do I set 24h time format in Cliq?

          Where Do I set 24h time format? Thanks

        • 🎉 ¡Seguimos trayendo novedades a Español Zoho Community! 🎉 Confirmada la agenda y ubicación para los Workshops Certificados

          Si todavía no te has hecho con tu entrada para nuestros Workshops Certificados del próximo 26 y 27 de marzo o, por el contrario, estabas esperando que confirmáramos dónde los celebraremos, ¡este post es para ti! 📍¿Dónde nos vemos?📍 Nuestros Workshops

        • User is already present in another account error in assigning users to marketing automation

          Hello everyone Greeting, I had a problem in assigning user in marketing automation, when I try to add it I see this error: (User is already present in another account error) what should I do?

        • How do I get complete email addresses to show?

          I opened a free personal Zoho email account and am concerned that when I enter an email address in the "To", "CC", fields, it changes to a simple first name. This might work well for most people however I do need to see the actual email addresses showing

        • What's New in Zoho POS - January 2026

          Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how January went. Sort and resolve conflicts Conflicts are issues that may arise when registers and

        • Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

          I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says

        • Outlook is blocking incoming mail

          Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks

        • Not receiving email from customers and suppliers

          I am getting error . most of the customers tell me not able to send me email please check i have attached screenshot

        • Create user

          Hello I want to create user, but i get this error Unusual activity detected from this IP. Please try again after some time.

        • File emails in Shared email folder

          Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,

        • Consolidated report for multi-organisation

          I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.

        • Next Page