関西で開催セミナー:顧客データを利用して売上を実際につくる5つのステップ

関西で開催セミナー:顧客データを利用して売上を実際につくる5つのステップ

顧客データを利用して売上を実際につくる5つのステップ

11/9に奈良にてセミナー開催です。珍しく土曜日開催です。

CRMの導入に向けての基本的な概念や実践的な集客からフォローアップまでのプロセスをどうすれば
売上につながるかをお話します。
カイトが創業してからやってきたことも合わせて紹介させていただきます。

こちらからお申し込みください。

以下詳細です

顧客データが重要であることは理解されていますが具体的にどのように利用すればよいか手順やツール・方法論はご存知でしょうか?

Zoho CRMを中小企業に導入支援するプロフェッショナルとして、本セミナーでは, 弊社自身が起業時から実践している方法や
弊社のお客様へのコンサルティングにて得た知見これからの営業とマーケティングをどのように考えていくべきかなどを取り混ぜて、
以下の3つのポイント、
  1. 顧客データの考え方の基本
  2. 顧客データが売上に直結する利用方法
  3. IT・クラウドツールを使って実現する手順
にて実際の業務の流れをベースに5つのステップに分けて、
明日からできることや将来的にトライすべきことなど、弊社自ら実践してきた内容をもとにお話します。

また質疑応答のコーナーでは
  • 本セミナーを聞いて気になった点
  • CRMをこれから利用したいがどこから手を付ければよいか
  • 集客の課題
  • 営業チームにITを積極的に利用してもらうには
などマーケティング・営業に対する課題についてお答えします。
自由にご質問ください。

特典:参加者には本セッションに基づいたプランニング&チェックシートを進呈します。


(本投稿は別投稿での再掲です。前投稿は削除しております)


        • Recent Topics

        • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

          Kindly help me resolved this issue that i am facing here.
        • How are people handling estimates with Zoho inventory?

          We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing
        • Relative Date Searches

          Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing
        • Performance is degrading

          We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
        • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

          Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your
        • Dear Zoho CEO: Business Growth is about how you prioritise!

          All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
        • Payroll In Canada

          Hi, When can we expect to have payroll in Canada with books 
        • Please review and re-enable outgoing emails for my domain

          Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my
        • Payroll without tax integrations (i.e. payroll for international)

          It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in
        • goingout e mail block

          info@ozanrade.com.tr
        • Incoming mails blocked

          Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please
        • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

          Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
        • Configuring Email Notifications with Tautulli for Plex

          Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server
        • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

          Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
        • How to Set Up Zoho Mail Without Cloudflare on My Website

          I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like
        • Spam is Being Forwarded

          I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?
        • IMAP Block

          My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.
        • "DKIM not configured"

          Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?
        • Zoho mail with custom domain not receiving email

          i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho
        • Set connection link name from variable in invokeurl

          Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
        • Waterfall Chart

          Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
        • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

          First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the
        • Issue with Importing Notes against Leads

          Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have
        • Trigger a Workflow Function if an Attachment (Related List) has been added

          Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
        • Creator Add Records through API - Workflows not triggered ?

          Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use
        • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

          Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
        • Important Update: Changes to Google Translate Support in Zoho SalesIQ

          We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translation
        • FSM Improvement Idea - Show an Import button when there is no data

          I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
        • Zoho CRM Community Digest - July P1 | 2025

          Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you build
        • Join our BI & Analytics Workshop at Zoholics UK 🇬🇧

          Hello users, We are thrilled to announce a hands-on workshop at Zoholics UK, 2025, led by Ashwinth and Alan, our Product Experts. This session is designed for anyone who wants to move beyond raw data and truly understand their business performance using
        • What’s New in Zoho Expense (April – July 2025)

          Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling
        • Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

          You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over
        • Undo Command in Notebook

          It would be handy to have an Undo in the row of icons at the bottom of the notes.
        • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

          Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these
        • New Customization options in the module builder: Quick Create and Detail view

          Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
        • Cross References Do Not Update Correctly

          I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including
        • Add multiple users to a task

          When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
        • Narrative 9: GC—Meaningful conversations that benefit your customers

          Behind the scenes of a successful ticketing system - BTS Series Narrative 9: GC—Meaningful conversations that benefit your customers Customers often seek immediate solutions, which is why self-service options are essential. Guided Conversations provides
        • FSM App Oddity

          We recently rolled out FSM to our technicians, and only one technician is having an issue. He's using an iPhone with iOS 18.6 installed. When he goes to service appointments using the calendar icon at the bottom of the app, he gets a list view only. Typically,
        • Cliq Not Working !

          Zoho Cliq has been experiencing connectivity issues since this morning. The app is unable to establish a connection with the server.
        • Next Page