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）
*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
Topic Participants
Junya Nakano
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.jpZoho 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。
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