データサービス【2月13日（木）,20日（木）無料セミナー＠東京】 Zoho CRMをもっと快適に、スマートに！ カスタマイズ事例紹介セミナー。～皆さまの「こんなことできませんか？」を実現してまいりました～

データサービス【2月13日（木）,20日（木）無料セミナー＠東京】 Zoho CRMをもっと快適に、スマートに！ カスタマイズ事例紹介セミナー。～皆さまの「こんなことできませんか？」を実現してまいりました～

データサービスで来週、カスタマイズ事例紹介セミナーを開催します！

「こんなこと、できそうだけど設定方法がわからない。」
といったお悩みをバシッと解決してまいります！
奮ってご参加ください。




---------
中小企業のZoho CRMのご担当者様、管理者としてお使いの方に向けた、

データサービス初の事例紹介をメインとしたセミナーを開催します。


Zoho CRMの拡張性の高さは好評いただいているところなのですが、

「見積書を自動で作りたいのですが...」

「人手をかけることでなんとか乗り切ってるけど、本当は自動化できる部分があるのでは？」

「カスタム関数ってどこまで、何ができるんでしょうか？」

といった、モヤモヤを抱えたままお使いの方もいらっしゃるのではないでしょうか。


弊社がこれまで、導入支援やサポートサービスを通してお問合せをいただいているお客様からも

そのようなお悩みをよくお伺いしております。


今回のセミナーは弊社が実際に導入支援をさせていただいたカスタマイズの事例をもとに、

「こんな用途でこんな機能を実現できました」という形で紹介いたします。


せっかく高い拡張性を備えたZoho CRMですので、

ユーザーの皆様には是非最大限活用していただきたいと考えております。

ワークフローによる項目更新・メール通知等の自動化からさらに先に、もっとしっかり使いたい方、

手作業を減らして自動化させる方法をお探しの方、ぜひご参加ください。


————————————————————————————–
＜こんな機能を紹介いたします＞
商談からの簡単見積作成機能

商談を元にして、印刷できる見積書までを作成する機能です。


自動データ統合機能（見込み客、連絡先）

Webフォームからリピーターさんの問い合わせがあったとき、

既存の連絡先や見込み客のデータを自動的に探して統合する機能です。


売上按分機能

例えば年間分の受注をしたが、CRM上の売上データとしては月別に保有したい

といった場合に自動で按分できる機能です。

他

————————————————————————————–



日時：①2020年2月13日（木） 15:30～（受付15:15～）

　　　②2020年2月20日（木） 15:30～（受付15:15～）


場所：株式会社データサービス　本社　大会議室
住所：東京都新宿区西新宿3-20-2　東京オペラシティタワー39階
アクセス：京王新線初台駅　直結
定員：10名


◆プログラム内容◆
15:30-17:00　セミナー「Zoho CRMをもっと快適に、スマートに！  カスタマイズ事例紹介セミナー。」

17:00-17:15　質疑・応答
17:15-　　　 商談相談会（希望者）


①②は同一内容となります。


10社様限定とさせていただいております。お早目に御申し込みください。

皆様のご来場、心よりお待ち申し上げております。






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