こんにちは。Zoho コミュニティチームの中野です。
フォーラム上での議論やZoho からの製品アップデートやイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。
1月、2月の活動は以下のとおりです。
[ Zoho CRM に関する アップデート情報 ]
設定画面が大幅に刷新されました。
通貨機能に関するアップデートの紹介
>通貨管理の権限設定や設定した通貨の変更履歴(為替レート、桁数の変更など)を確認できるようになりました。
リッチテキスト形式の項目を作成できるようになりました。(複数行項目)
>これまでプレーンテキストのみ対応していましたが、データの読みやすさと書式設定が大幅に向上し、より可読性の高いテキスト編集が可能になります。
Webフォーム機能のアップデート:公開方法にリンクとQRコードが追加されました。
[ ディスカッション ]
Zoho CRM等のサービスと基幹システム(MySQLなどのデータベース)との連携方法(Zoho Flow)
Zoho Voice の留守録を文字起こししてメールで送ってくれる機能は素晴らしい
ユーザ事例:オンプレサーバーよりZoho Workdriveへの移行
Zoho CRM : キャンペーンの「実際の費用」項目を計算して埋めるクライアントスクリプト
投稿・回答いただいた、@Anonymous User さん、@Anonymous User さん、 @Anonymous User さん、@Anonymous User さん、@Anonymous User さん、ありがとうございました。
[ Zoho Japan からのお知らせ ]
▼1~2月に開催したイベント
・Zoho ワークアウト:1/25 、2/28 14:00~16:00 (課題解決型のワークショップイベント)
オンライン形式にて開催し、いずれの開催回も5名のユーザーさんに参加いただきました。
イベント内で取り組まれた課題やディスカッションの一部を紹介します。
- Zoho Voice を含めた、おすすめの電話連携サービス
- Zoho CRM 「見込み客」「連絡先」の定義、参加者の皆さんの運用法
- Zoho Bookings 初期設定 など

▼3月開催予定のイベント
・【Zoho CRM 導入に興味ある方にオススメ】3/14(木)セミナー&相談会@東京・丸の内
営業DX推進ご担当者様などに、情報収集がたった1回で完結できるイベントを開催します。製品概要や導入事例、カスタマイズ例など盛りだくさんです。
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Zoho CRM まるわかりセミナー&個別相談会 3月14日(木) 14:00 – 16:00
詳細・ご予約はこちら
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・3/8(金)ユーザー交流会 東京 *既に定員に達したため、登録受付を終了しています。
主なプログラム
事例セッション:Zoho CRM + Zoho Analytics によるマーケ施策の効果測定+フォロー率アップの事例紹介
グループワーク:どんなデータを可視化していますか? レポート共有会
Zoho Champion パネルディスカッション:Zoho のお悩み、ベテランユーザーに聞いてみよう!
*イベントで使用する資料については、会期後に改めて本フォーラムに公開いたします。
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
2023年の年間ダイジェストはこちら
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