【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.2 ～ 顧客満足度を高めるCRM / Survey活用・営業基盤づくり・AI連携による業務改善 ～

【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.2 ～ 顧客満足度を高めるCRM / Survey活用・営業基盤づくり・AI連携による業務改善 ～

Zoho ユーザーの皆さま、こんにちは。
コミュニティグループの中野です。

6月26日（金）に、東京 Zoho ユーザー交流会 NEXUS vol.2 を開催しました。


今回のテーマは「CRM活用 × AI」。
過去最大規模での開催となった本イベントでは、MIGACTの濵田さん、
デジタル・クリエイティブ・ネットの本間さん、ゾーホージャパンのSasiによるセッションを実施。

顧客情報をどのように整理し、日々の業務や顧客対応、営業活動の改善につなげていくのか。
CRM・Survey活用から、AIとZohoを組み合わせた取り組みまで、それぞれ異なる視点から具体的な事例をご共有いただきました。

本投稿では、当日のセッション内容や登壇資料をご紹介します。
残念ながらご参加いただけなかった方も、ぜひご覧ください。
 


ユーザー事例セッション①

「顧客満足度・対応品質向上に向けたZoho CRM × Survey活用事例」

登壇者：MIGACT 濵田 さん

  

Zoho コミュニティのアンバサダー（ZCAP）の一人であり、愛媛県八幡浜市でコワーキングスペース・
教育事業・宿泊事業などを展開するMIGACTの濵田さんより、
Zoho CRMとZoho Surveyを中心とした顧客管理・業務改善の取り組みをご紹介いただきました。

Zoho Surveyを単なるアンケートツールとして利用するだけでなく、
問い合わせ、資料請求、会員申し込みフォームとしても活用。
取得した情報をZoho CRMへ集約することで、スタッフ全員が同じ情報をもとに対応できる体制を構築されています。


投影資料はこちら：



ユーザー事例セッション②

「起死回生！ 崖っぷち企業のサバイバル営業術 ― 兼務組織のための営業の土台づくり ―」



30年以上続く撮影プロダクションを経営危機から立て直した経験をもとに
「兼務組織でも実践できる営業基盤づくり」をテーマにご講演いただきました。

Zoho CRMで顧客情報・商談履歴・費用情報を一元管理し、まずは会社の状態を正しく見える化。
その後、既存顧客への定期的な接点づくりや、優良顧客への“御用聞き”営業へと発展させていったプロセスを、
リアルなエピソードを交えてお話しいただきました。

投影資料はこちら：



セッション③｜Zoho 社員セッション

「AIとZohoと繋げ、業務に活かす ― Zoho MCPのデモと利用方法」

発表者：Sasi Kannan（ゾーホージャパン株式会社）


最後のセッションでは、ゾーホージャパンのSasiより、生成AIとZohoを組み合わせた業務改善について紹介しました。

Zoho CRMのプロンプトビルダーによる企業分析、Zoho MCPを活用したCRMデータ更新、
Zoho DeskとAIエージェントを組み合わせた問い合わせ対応など
AIを業務システムとつなげる具体的な活用例をデモ形式で共有しました。

※デモ動画については公開対象外となりますので、ご了承ください。

投影資料はこちら：



テーブルトーク・懇親会

セッション終了後は恒例の交流タイムへ。

登壇内容についてさらに詳しく質問したり、自社でのCRM運用やAI活用について相談したりと、
会場のあちこちで活発な会話が生まれていました。

初参加の方も交えながら、普段なかなか聞けない他社の運用や
運用担当者同士で悩みを共有できるのは、ユーザー交流会ならではの魅力です。

それぞれのセッションを通じて、Zoho 活用を一歩進めるためのヒントが多く共有された会となりました。
  

今後のユーザー交流会について

2026年度の開催予定は以下の通りです。
・10月30日　福岡
・11月12日　大阪
・11月13日　名古屋
・12月8日　東京

詳細は本フォーラムおよびメールにて順次ご案内します。

今後とも、Zohoユーザーコミュニティをよろしくお願いいたします。
ゾーホージャパン
コミュニティグループ

  
 



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