【開催報告】顧客伴走支援から学ぶZoho One の活用術と可能性 ユーザー交流会 名古屋 2023 vol.2
皆さま、こんにちは。コミュニティチームの中野です。
Zoho コミュニティでは、12/8（金）にオフライン形式にて「ユーザー交流会 名古屋 2023 vol.2」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。
事例セッションでは、ONiWAの稲葉様が、導入支援を行った企業の事例をもとに、どのようにZoho One 内のサービスを活用し、集客やリピート誘導を成功させたのかを紹介しました。
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、または今後それらを実現するために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。
登壇いただいた稲葉さん、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「顧客伴走支援から学ぶZoho One の活用術と可能性」（CRM / Campaigns / Forms / PageSense )
中小企業向けのデジタルマーケティング、DXの戦略立案や、Zoho の導入支援を行うONiWA様に、導入支援先企業（木曽おもちゃ美術館）様の事例を紹介いただきました。
1. 事例の概要
美術館の来館予約システムやWebサイト・受付管理などの業務をZoho One サービスに当てはめて、業務の標準化、情報の可視化、リアルタイムでの情報共有、分析、自動化などを実施。
2. サービスの活用方法（CRM / Forms / PageSense / Analytics / Campaigns / Social ）
業務オペレーションが確立されていない中、最低限の実装のみで運用を開始。
Zoho Forms ：来館予約フォームを作成。設定している予約数の上限に達した場合は登録を制限できるよう設定。CRMと連動させて、全て登録者リストを取得。
Zoho Analytics ：レポートを作成し、日々の予約状況を可視化。
Zoho PageSense ：ポップアップ機能を活用し、上述の予約機能の閲覧数を伸ばす。多くの予約件数の獲得に貢献。
Zoho Campaigns ：来館予約などで獲得した顧客情報に対してメール配信を行う。
配信結果を分析し、マーケティング戦略につなげている。
Zoho Social ：
導入支援先が美術館を運営しており、Instagram との相性が良いこともありSocial も活用。複数人による管理が可能であり、モニタリング機能を使用して特定のハッシュタグやUGCを確認できる。
顧客情報の獲得手法と活用イメージ:
業務プロセスを段階的に構築するためには、実際の業務内容や起こりうる事態を明確に定義すること。Zoho One の強みは、このような業務プロセスを容易にし、連動性を持たせられる点にある。
3. まとめ
CRM（顧客情報）を中心に考えることが、導入支援をする立場として非常に重要だと感じている。（お客様の情報がほぼ全ての業務領域と関連しているため）
まずはオペレーションをZoho に置き換えることから始めて、その後自動化などの業務効率化を検討することがスムーズな運用・定着の鍵になる。
事例セッションで使用したスライド
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」
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。
当日の作品の一部を共有します
・Zoho Assist ：PCの修理業務を行う際、お客様のデバイスを遠隔操作しサポートをしていますが、メールや電話などのやりとりが削減し業務効率化につながっています。Windowsに加え、Mac、iOS、Chromebook などの端末にも対応しているためほぼ全ての案件に対応ができています。
・Zoho Meeting ：自社セミナーを開催するにあたり、登録ページの作成から配信まで行うことを検討しています。
最後に
次回のユーザー交流会・名古屋開催については、2024年6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。
【12/15開催 一部配信あり】東京 ユーザー交流会
参加登録はこちらから: https://www.zohomeetups.com/Meetuptokyo2023vol4
*まだ残席がありますのでよろしければぜひご登録ください。事例セッションについては名古屋開催時と異なるプログラムを用意しています。
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
Topic Participants
Junya Nakano
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
Pass variables to Zoho Desk via URL to create a fast new ticket landing page
We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would likeZoho Books Extension: What Happens If Custom Fields Already Exist?
When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,Modular Permission Levels
We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other¡Vuelven los Workshops Certificados de Zoho a España!
¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaríaFree Webinar on 21 January: Looking back at Zoho Mail in 2025
Hello Zoho Community! Curious about how Zoho Mail evolved in 2025? Wondering how these updates can make your everyday email work simpler? We’ve got a session you won’t want to miss. In our Zoho Mail 2025 recap webinar, we’ll walk you through the key featuresCliq Networks users can see all other network users contact information
Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by defaultZoho Sheet - Printing - Page Breaks and Printing Customization
I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. ThanksMissing the "Find & Merge Duplicates" choice
Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!OAuth integration issues
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'Marketing Tip #16: Ideal sizes and formats for adding images to your online store
Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizesImprove WhatsApp Module in Zoho CRM
The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’sBlueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.Enhance productivity with the revamped Zoho Sheet View
Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing SheetNo OR Filter for Views with a Related Modules Criteria
We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even betweenGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesChat to Lead
Can I convert a Chat to a Lead?Limit maximum entries for subform - depending on fields entry
Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks RavidSave HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)
Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use CaseMake Camera Overlay & Recording Controls Visible in All Screen-Sharing Options
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. WhenWrite-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,Rebranding Options for Zoho One
We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'
Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-basedTotal Cost in reports showing zero
The image below shows my issue. The column Total Cost should show the cost to our company based on hours logged and the employee's rate. For instance, if the person working on Subtask 1 is paid 20/hr, then Total Cost should display $160 ($20x8 loggedTo print Multiple delivery notes in batches
In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notesInvoices not arriving and mail server settings
I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so IUPLOAD A CREATED PDF AUTOMATICALLY
Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !Consolidated Department-wise Payroll Cost Summary Report
Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,How to remove chat icon from knowledge base?
I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can IMissed chats on WhatsApp closing after one minute
Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to editAutomated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings
Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket listShow field in spreadsheet view depending on other field value
Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, CIntergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.Zoho Learn Zapier Integration
Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.Notice: SalesIQ integration paused on Zoho Sites
I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thankDifferences between Zoho Books and Zoho Billing
Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. ThanksNew Feature : Copying tickets with all the contents such as conversations/history/attachments etc
Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversationsComo se agregan los empleados
Necesito saber si para agregar empleados los mismos necesitan tener licenciasDeluge Error Code 1002 - "Resource does not exist."
I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label viaAdding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow
I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically registerNext Page