コミュニティダイジェスト　2024年1~2月

コミュニティダイジェスト　2024年1~2月

こんにちは。Zoho コミュニティチームの中野です。

 

フォーラム上での議論やZoho からの製品アップデートやイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。

1月、2月の活動は以下のとおりです。

 

[ Zoho CRM に関する アップデート情報 ]　

設定画面が大幅に刷新されました。  

通貨機能に関するアップデートの紹介  

＞通貨管理の権限設定や設定した通貨の変更履歴（為替レート、桁数の変更など）を確認できるようになりました。

リッチテキスト形式の項目を作成できるようになりました。（複数行項目）

  ＞これまでプレーンテキストのみ対応していましたが、データの読みやすさと書式設定が大幅に向上し、より可読性の高いテキスト編集が可能になります。

Webフォーム機能のアップデート：公開方法にリンクとQRコードが追加されました。  

 

[ ディスカッション ]

Zoho CRM等のサービスと基幹システム（MySQLなどのデータベース）との連携方法（Zoho Flow）  

Zoho Voice の留守録を文字起こししてメールで送ってくれる機能は素晴らしい

ユーザ事例：オンプレサーバーよりZoho Workdriveへの移行  

Zoho CRM : キャンペーンの「実際の費用」項目を計算して埋めるクライアントスクリプト  

 

投稿・回答いただいた、@firtst さん、@Fujikawa Katsuhiro さん、 @Aki Ohara さん、@西尾真言 さん、@岡安裕一（Yuichi） さん、ありがとうございました。

 

[ Zoho Japan からのお知らせ ]

 

▼1~2月に開催したイベント

・Zoho ワークアウト：1/25 、2/28　14:00~16:00  （課題解決型のワークショップイベント）

オンライン形式にて開催し、いずれの開催回も5名のユーザーさんに参加いただきました。

イベント内で取り組まれた課題やディスカッションの一部を紹介します。

 

- Zoho Voice を含めた、おすすめの電話連携サービス

- Zoho CRM 「見込み客」「連絡先」の定義、参加者の皆さんの運用法

- Zoho Bookings 初期設定　など

 


 


▼3月開催予定のイベント

 

・【Zoho CRM 導入に興味ある方にオススメ】3/14（木）セミナー＆相談会＠東京・丸の内

営業DX推進ご担当者様などに、情報収集がたった1回で完結できるイベントを開催します。製品概要や導入事例、カスタマイズ例など盛りだくさんです。
ーーーーーーーーーーーーーーーーー
Zoho CRM まるわかりセミナー＆個別相談会　3月14日(木) 14:00 – 16:00
詳細・ご予約はこちら
ーーーーーーーーーーーーーーーーー

 

・3/8（金）ユーザー交流会 東京  *既に定員に達したため、登録受付を終了しています。

 

主なプログラム

事例セッション：Zoho CRM + Zoho Analytics によるマーケ施策の効果測定＋フォロー率アップの事例紹介

グループワーク：どんなデータを可視化していますか？　レポート共有会

Zoho Champion パネルディスカッション：Zoho のお悩み、ベテランユーザーに聞いてみよう！

 

*イベントで使用する資料については、会期後に改めて本フォーラムに公開いたします。

 

ひきつづきよろしくお願いいたします。

Zoho コミュニティチーム

 

2023年の年間ダイジェストはこちら

 




      • Sticky Posts

      • 【ZOHO】コミュニティユーザー自己紹介のトピック

        日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました！ 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。（オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません） スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N  テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前（ニックネーム）】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】

      • 【ZOHO】オンラインフォーラムのご利用について

        こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。 　製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 ＜製品に関する質問に対し、確実にZoho側からの回答が欲しい場合＞ ・ご購入前：sales@zoho.jp

      • Zoho Japan Community オンラインフォーラムの利用案内

        この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。

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