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

 





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