コミュニティダイジェスト　2024年3~4月

コミュニティダイジェスト　2024年3~4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。
3月、4月の活動は以下のとおりです。
また、今月、来月のユーザーさん向けイベント情報も共有していますので、ぜひご確認ください。


[ Zoho CRM アップデート情報 / 新機能リリースのお知らせ ]　
＞レポート機能のアップデートは、1日あたりのエクスポート回数が大幅に増えるなど、要注目です。
また、新機能としてキオスク（特定の処理を行うための専用画面をノーコードで作成可能）をリリースしましたので、ぜひお試しください。

[ お役立ち情報]　
＞当社コミュニティチームが、Zohoサービスを活用してどのように業務を行っているのかを紹介しました。ソーシャルメディア管理ツール（Zoho Social）や問い合わせ管理ツール（Zoho Desk）の一部機能を用いてできることを、事例を交えて共有しています。



[ ディスカッション ]

投稿・回答いただいた、@Aki Ohara  さん、@岡安裕一（Yuichi）   さん、@西尾　真言 さん、@みなと 坂下  さん、@千尋 米澤  さん、@祥三  さん、@Fujikawa Katsuhiro  さん、ありがとうございました。


[ Zoho Japan からのお知らせ ]

▼3~4月に開催したイベント

・ユーザー交流会 東京 2024 vol.1
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！
開催報告はこちら
 

・Zoho ワークアウト：3/28、4/18（木）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4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 CRM と Zoho Sign を連携し、電子署名を行う方法
- Zoho CRM サブフォームの活用法
- Zoho Campaings CRMとの同期設定、セグメントの方法


▼今後開催予定のイベント
以下の開催地・日程でユーザー交流会やワークアウトを開催する予定です。ぜひ参加ください。

＜オンライン＞
　Zoho のベテランユーザーによるCRM / Campaigns の活用事例や相談会を実施します。

・5/30（木）14:00〜 Zoho ワークアウト


＜オフライン / Zoho ユーザー交流会＞
　事例：SaaS営業活動を支えるZoho One
CRM：案件・顧客管理 / Desk：問い合わせ対応 / ステップメール、メールマーケティングの活用 / Analytics：SaaS利用状況のレポートなどについて共有します。

　事例：宿泊施設でのZoho CRM Plus 活用事例
CRM * Square 連携、Zoho Survey、Zoho Campaigns の利用例を紹介。

　事例：調整中

多くのユーザーさんにお会いできることを楽しみにしています。
*イベントの様子やセッションの資料については、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

2024年1月〜2月のダイジェストはこちら




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        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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