My Zoho Story #4 Zoho One で案件獲得〜商談・申し込みを管理 （TechGardenSchool 高橋 与志さん）

My Zoho Story #4 Zoho One で案件獲得〜商談・申し込みを管理 （TechGardenSchool 高橋 与志さん）

こんにちは。Zoho コミュニティチームです。

 

「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。

 

今回ご登場いただくTechGardenSchool / Club86 School&Company 代表の高橋与志さんは、中高年向けプログラミングスクールを展開しています。

高橋さんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。

 

 

――貴社の事業内容についてご説明ください

 パソコン教室  、プログラミングスクール  、中高年専門起業塾  の3つの要素が1つになった、セカンドキャリアを意識した中高年のための「在宅で稼ぐ！」ITスクールです。  

 

 

――Zoho の利用歴を教えてください

約2年になります。

 

 

――Zoho を導入したきっかけ / 背景を教えてください

エクセルで顧客周りを全て管理していたのですが、顧客の増加に伴う負荷が高くなり、あらゆる業務を自動化したいと感じたことがツール導入検討の背景です。その後、他社サービス（Salesforce / HubSpot）との比較検討を行い、コストパフォーマンスに優れたZoho に決めました。



――Zoho One の中で、どのサービスを利用されているかを教えてください

CRM / Campaigns / Desk / SalesIQ / Projects / Analytics /  Forms / Bookings / Books /  Sign / Survey を使っています。ちなみにZoho 以外のサービスについては、Stripe（Books と連携）とZapierを利用中です。
今後ZapierからZoho Flow に移行することも視野に入れたいと思っています。

 

 

――上記サービスを貴社のビジネスプロセスにどのように取り入れていますか

 

主に案件の獲得〜商談・申し込み管理に利用しています。


・集客：オーガニック検索、一部ウェブ広告　*コンテンツマーケティングに注力
・ウェブ接客/資料ダウンロード：SalesIQ
・メルマガ配信： Campaigns
・商談（カウンセリング）：Bookings（商談予約） / CRM
・申し込み： Survey / CRM / Books / Sign
・休会/退会： Forms
・会計：Books


* SalesIQ による資料ダウンロードの流れ：
 

*Zoho Survey で申し込みフォームを作成し、連携しているZoho Campaigns に自動で連絡先が入るようにしています（SurveyからZoho Forms への切り替えを検討中）


――サービス導入後から定着までの間で、意識されたことはありますか

自分でZoho から直接購入し、導入後は、自社のスタッフに専任者を置いた方がコスト的に良いと考え、専任スタッフ一人をアサインしZoho サービスを学習してもらっています。
その後、サービス利用を拡大していく中で壁に当たることが多く、外部の個人コンサルを雇い、現在はその方の力を借りながら活用しています。

 

――ご自身のZoho への思いや、今後チャレンジしてみたいことを教えてください

いちZoho ファンとしてZoho に可能性を感じています。国内の認知度について、今後さらに高まってくることを期待しています。

また、ユーザー交流会での登壇についてもチャレンジしてみたいと思います。

 

 

今後も「My Zoho Story」を通じて、あらゆる業界のZoho 活用方法について発信していきます。

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

 





      • 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。

        • Recent Topics

        • Build data protection into your support

          At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how

        • Conditional formatting: before/after "today" not available

          When setting conditional formatting, it only allows me to set a specific calendar date when choosing "Before" or "After" conditions. Typing "today" returns the error "Value must be of type date". Is there a workaround? Thanks for any help!

        • Display Client Name in Zoho Creator Client Portal Dashboard

          Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

        • Customizable UI components in pages | Theme builder

          Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

        • Amazon.in FBA multiple warehouse integration with Zoho Inventory

          My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

        • Feature Request - Set Default Values for Meetings

          Hi Zoho CRM Team, It would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags

        • Issues with Actions By Zoho Flow

          Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • Windows Desktop App - request to add minimization/startup options

          Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

        • Ability for admin to access or make changes in zoho form without asking for ownership

          Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access

        • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

          We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

        • Zoho CRM Calendar View

          Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

        • Camera

          I can sign on to a meeting and see the other participants, but my screen is dark. The instructions for Zoho "Camera Settings" say "click on lock icon in address bar," but I don't see that icon! Suggestions?

        • What is Workqueue and how to hide it?

          Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?

        • Batch/lot # and Storage bin location

          Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature

        • Adding Sender Address with Basic Plan

          According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.

        • Conditional Field Visibility in Bigin CRM

          I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,

        • Bill automation in Zoho Books

          Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit pricey

        • Reporting Tags

          We've been using reporting tags for years (before itemizing was available) and now we are finding reporting these tags are impossible to track. Reports have changed in the customization and our columns of reporting tags no longer show up. We do not use

        • Consumption based inventory

          I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorized

        • Smarter Access Control: Role-Based Access vs. Responsibility-Based Profiles

          Every business has roles, responsibilities, and workflows. While roles help define structure, responsibilities within those roles are rarely the same. As your team grows, some members need access to only a specific set of features. Others require visibility

        • Partner with HDFC And Sbi Bank.

          Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

        • API in E-Invoice/GST portal

          Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

        • Member role in zoho meeting

          does a user with member role can see other users in the organization

        • How to post more than 4 Images on Instagram?

          Hi I read several articles to the topic od how to post more than 4 images on instagram, but i can't figure out how it works. I can't find the content editor and i installesd the z share extension for google chrome. Could someone please help me? Than

        • Clone Recurring Expenses

          Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the

        • Zoho Books - How to Invoke a Custom Function in Schedulers

          We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

        • Special characters (like â, â, æ) breaking when input in a field (encoding issue)

          Hey everyone, We are currently dealing with a probably encoding issue when we populate a field (mostly but not exclusively, 'Last Name' for Leads and Contracts). If the user manually inputs special characters (like ä, â, á etc.) from Scandinavian languages,

        • Set Custom Icon for Custom Modules in new Zoho CRM UI

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

        • is there any way to change the "chat with us now" to custom message?

          is there any way to change the "chat with us now" to custom message? I want to change this text

        • Notes badge as a quick action in the list view

          Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

        • Is Zoho Live Chat compatible with WordPress CMS?

          Hello, I have a website called www.jjrlab.com and I'm interested in using Zoho Chat on it. Does it support WordPress CMS? Thanks.

        • Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure

          Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which

        • Bring your CRM and Desk app inside SalesIQ with widgets

          Have you ever been confused and frustrated with multiple open tabs and switching back and forth from SalesIQ to other apps to perform your business-specific operations? How effective would it be to have all the required tools and data of the apps you

        • Speak Your Customers' Language: SalesIQ's chatbots now support 30 languages 🤖

          We're unveiling some major upgrades to our chatbot that are set to revolutionize your experience! Now SalesIQ support 30 languages for both Zobot and Answer bot. By speaking your customers' language, you can enhance engagement, improve customer satisfaction,

        • Repeat Column merge in ZOHO writer columns doesn't allow to set max columns per row

          I'm using ZOHO writer to merge data from a ZOHO CRM subform and I want it to make a table. We're using Insert Table for Column Repeat, because this is what we need. (Name of column (Teamname) and underneath that a list of names of teammembers). It works

        • Persisting email signals to contact timeline?

          Hello there. Regarding the email signals that are logged when a contact opens an email, am I correct that these signals are not logged to a contact's timeline? Ideally, I would like to have this context available for future follow-ups, if the contact

        • Trouble with using Apostrophe in Name of Customers and Vendors

          We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

        • Really want the field "Company" in the activities module!

          Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!

        • Next Page