【Zoho CRM】モチベーター機能に関するアップデート：ディスプレイ用チャンネルのお知らせの追加など

【Zoho CRM】モチベーター機能に関するアップデート：ディスプレイ用チャンネルのお知らせの追加など

弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。

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▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g

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今回は、モチベーター機能に関するアップデート情報を紹介します。

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●【Zoho CRM】モチベーター機能に関するアップデートのお知らせ

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■ Zoho CRM のモチベーター機能とは？

 

Zoho CRMのモチベーター機能は、重要なビジネス指標と目標を追跡することで、チームの生産性を高めるように設計された機能です。

モチベーター機能の基本情報については、以下のリンクをご覧ください。

今回のアップデートにて、チームやユーザーの管理機能が強化されました。以下、詳細を紹介します。

 

■ ディスプレイ用チャンネルのお知らせの追加

 

ディスプレイ用チャンネル機能に「お知らせ」セクションが追加されました。これにより、チャンネルのブロードキャスト中にメッセージを表示して、重要な情報をよりダイナミックに共有、認識してもらいやすくすることができます。

 

 

■ 有効／無効の分析

進捗管理の有効／無効による表示の切り替え機能が追加されました。目標の進捗状況に基づいて目標がフィルタリングされ、進捗が遅れているもの（進捗状況 - 無効）や進捗が進んでいるもの（進捗状況 - 有効）を特定することができます。

進捗管理の有効／無効の条件については弊社のFAQに掲載されております。ご一読ください。


 

■ 各要素の個別更新オプション

今回のアップデートにより、ダッシュボード上の様々な要素を個別に更新できるようになりました。これにより、常に最新の情報を表示して作業できるようになります。



■ 役職／テリトリー単位でのチーム作成

モチベーター機能におけるチーム作成が簡素化され、大規模なチーム作成がより簡単にできるようになりました。役職やテリトリーを選択すると、それらの役職やテリトリーに属するすべてのユーザーを一度に自動的に追加できるようになり、以前と比較してチーム作成がより効率的になりました。

 

 

■ 組織の階層に基づく「ユーザー」ビュー

「ユーザー」フィルター、「チーム」フィルターによって、組織の役職階層に合ったデータの絞り込みがされるようになりました。 

（例）以下の組織階層、チーム編成の場合

  • 双方あゆみさん：（チーム）営業支援チーム、営業チームの両方に所属 （役職）マネージャー
  • 今川真美さん：（チーム）営業チームのみ （役職）リーダー

 

  • 「ユーザー」フィルター：ログインしているユーザーとその部下のみが表示されるようになりました。
  • 「チーム」フィルター：同様に、ログインしているユーザーとその部下が所属するチームのみ表示されるようになりました。

■ 日付に関する表示期間（週、月）の追加

 今回のアップデートによって、四半期または一年の期間を持つ要素では、日、週、月など、異なる時間枠でデータを分析、および評価できるようになりました。また、期間が一ヶ月の要素では、日、週単位でデータを確認できます。こちらは、KPIと目標の両方で設定可能です。



また、本社のフォーラムにも今回のアップデートに関する投稿がございます。こちらもご参照ください。

 

▼ Exciting enhancements to Motivator for Zoho CRM

https://help.zoho.com/portal/ja/community/topic/exciting-enhancements-to-motivator-for-zoho-crm


今回紹介した機能は以下のプランからご利用になれます。

  • モチベーター：プロフェッショナルプラン

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Zoho Japan Communityのオンラインフォーラムのフォローをよろしくお願いします！

 

フォーラムをフォローすると、新着投稿やコメントの通知をメールで受け取ることができます。

 

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▼ オンラインフォーラムのフォロー方法はこちら


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Zoho ユーザーによる活用のノウハウやアドバイスなど、運用やサービスの使いこなしに役立つ情報が満載です。ぜひこまめにチェックしてみてくださいね！

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