【開催報告】顧客体験向上のためのZoho 活用術|ユーザー交流会 東京 2023 vol.3

【開催報告】顧客体験向上のためのZoho 活用術|ユーザー交流会 東京 2023 vol.3

皆さま、こんにちは。コミュニティチームの中野です。

 

10/27(金)にハイブリッド形式にてユーザー交流会(Meetup)を開催しました。

本投稿では、その様子をお届けします。当日の登壇資料など、こちらに共有いたしますので、ご参加できなかった皆さまもご確認ください。

 


 
















今月の開催回のテーマは「顧客体験向上のためのZoho 活用術」ということで、MIGACT 濵田 規史さんによるZoho CRM / Zoho Survey / Zoho SalesIQ のユーザー事例セッションのほか、弊社マーケティング部河田によるZoho CRM のアップデート情報やZoho SalesIQ - LINE連携を解説するZoho セッションを実施。

お楽しみ会は、Zoho サービスを活用し、顧客満足度アップを実現したこと、または今後満足度向上に向けて取り組みたい内容を共有し合うグループワークを行いました。

 

登壇いただいた濵田さん、そして参加いただいたZoho ユーザーのみなさん、ありがとうございました!

 


事例セッション

顧客満足度・対応品質向上に向けた事例共有
Zoho CRM / Zoho Survey / Zoho SalesIQ 


 

現在Zoho One を利用中の濵田さん。今回はCRM Plus内のサービス(Zoho CRM / Zoho Survey / Zoho SalesIQ )の活用例を発表いただきました。

 

 《利用イメージの全体像》 


 

取り上げたトピック *一部抜粋

・Zoho CRM 

 メモを入力すると、Zapier 連携でSlackに通知が飛ぶように

 ワークフローで設定した日程に近づくとリマインドメールを送信


 



・Zoho Survey (アンケートやフォーム用途として活用)

  Zoho CRM との連携:問い合わせフォームに入ってきた情報を見込み顧客に。CRM 上の契約プランに連携し、ステータス管理を自動的に反映。

 Wordpressとの連携


  



 


 

・Zoho SalesIQ

 自社Webページにチャットボットを設置し、回答内容に応じた分岐を作成。

 ウェブサイトの訪問状況をトラッキング。

 


 

 《まとめ:気づいた点・失敗談》 



「3. 作り込みすぎは要注意」の内容で、Zoho CRM のワークフローが競合してしまうお話が非常に興味深かったです。機能の利用目的を整理しておくことは、サービスを運用する上で常について回るものだと改めて実感しました。

 

 

Zoho セッション

顧客体験向上は小ワザの積み重ね! 意外に使えるZoho の新機能を紹介



Zoho CRM の直近のアップデート情報や、Zoho SalesIQ - LINE 連携の解説や、先日行われたZoholics Japan 2023 のダイジェストを共有しました。

 

取り上げたトピック *一部抜粋

 ・Zoho CRM

      差し込み文書機能

   配信停止ページのカスタマイズ

   メールの信頼性レポート など

 ・Zoho SalesIQ

     LINE 連携

    Open AI 連携(会話の要約、メッセージ作成支援)


 

お楽しみ会「みんなで考えよう! Zoho を使った顧客満足度アップの方法」 

Zoho サービスを活用し、顧客満足度アップを実現したこと、または今後満足度向上に向けて取り組みたい内容を共有し合うグループワークを行いました。

 

 

 

当日の作品を一部、こちらで紹介します。

・Zoho Social で自社のSNSモニタリング を行い、特定のキーワードに該当する投稿があった際にフォローアップを行う

・Zoho Campaigns によるサンクスメール自動配信

・Zoho Forms (問い合わせ、資料請求フォーム) とZoho CRM 連携し、Forms から問い合わせがあった際に、CRM からフォローメールを配信 

・Zoho CRM で商談履歴を確認しながら顧客対応


最後に

 

今後もこのようなユーザー交流会や、課題解決型のワークショップイベント 「Zoho ワークアウト」を引き続き開催していきますので、ぜひご参加ください。

次回のZoho ワークアウトは11/16に開催します)

 

次回のユーザー交流会については、12月に大阪、名古屋、東京の三都市で開催します。

参加登録についても開始していますので、ご興味のある方は以下より登録下さい。開催テーマなど詳細が決まり次第あらためて当フォーラムでお知らせします。

 

▼12月ユーザー交流会 参加登録はこちらから

大阪開催(12/7)

名古屋開催(12/8)

東京開催(12/15)

 

前回の東京開催の様子はこちら

 

今後ともZoho 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 コミュニティチーム


    Zoho Campaigns Resources


      • Desk Community Learning Series


      • Digest


      • Functions


      • Meetups


      • Kbase


      • Resources


      • Glossary


      • Desk Marketplace


      • MVP Corner


      • Word of the Day


      • Ask the Experts


        • Sticky Posts

        • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

          「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── >詳細・お申し込みはこちら:https://www.zoho.com/jp/crm/crmtraining/
        • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント!Zoho サービス相談会/情報交換会もあります

          こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日(金)16:00から、今年最後のMeetup(ユーザー交流会)を開催します! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM
        • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

          先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します! 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 >>申し込みはこちら:‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時:6月29日(火) 17:00~
        • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

          こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日(金)16:00~ 開催いたします! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください!
        • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

          Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか? Zoho Japan Communityでは、今年最後のオンラインMeetup(ユーザー交流会)を開催いたします!以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー <日時>2020年12月17日(木) 16:00-18:00 <参加費>無料 <開催方法>オンライン <概要> 前半(16:00〜17:00)  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」(ゾーホージャパン株式会社 コミュニティチーム)

        Zoho CRM Plus Resources

          Zoho Books Resources


            Zoho Subscriptions Resources

              Zoho Projects Resources


                Zoho Sprints Resources


                  Zoho Orchestly Resources


                    Zoho Creator Resources


                      Zoho WorkDrive Resources



                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ








                              ご検討中の方

                                • Recent Topics

                                • In what case it's better to use Developer Console? Only for marketplace?

                                  As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.
                                • Default Reminder for tasks set to Pop-up instead of email

                                  Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
                                • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

                                  The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
                                • Zoho Book not Connecting to Bank

                                  Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software
                                • Dashboard Auto-refresh

                                  Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support
                                • Weekly Tips: SecurePass For Extra Security

                                  Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access could
                                • Multiple Blueprints on different fields at the same time.

                                  It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
                                • Changing VAT start date

                                  Good Evening, Kindly asssit with this issue. 1. When setting up, I set my start vat date as October 29th. The system as has taken my month end date as 29th instead of either 30th or 31st depending on the month. 2. IS it possible to file past months at
                                • unable to add email aliases

                                  Hi, just verified and set up my domain but whenever I try to add another email alias I get a rather unhelpful error popup just saying AS101, doesn't matter if I tick set as mailbox address or not.
                                • Headers in Subfrom - Zoho CRM

                                  Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different
                                • Bank entriy is nov month why this shifted to jan 2025 month

                                  bank entries for november month i entered but why this is transfer to jan 2025 month.
                                • Migrate email domain from old .yyy to .zzz over time using aliases

                                  Hi, I have an email domain that I've used for a long time that I'd like to migrate from. I have purchased a new domain and over time would like to use the new user@newdomain email address. I would prefer to have the alias point to the old (in use) address
                                • mx

                                  hello please if shopify domain doesn't allowed forwarding email when ensuring it with zoho mx what's other alternative options?
                                • Delay in Listing Customer data while creating transaction

                                  After importing customer data into Zoho Books, I attempted to create an invoice but couldn't find the display name in the search results. However, it appeared when using the advanced search. When I manually add a customer name, the display name becomes
                                • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                  Hello, I get the error This Operation has been restricted. Please contact support-as@zohocorp.com for further details. I have attached an error image to this email, and my domain name is 27investments.com.vn I hope to receive support from you. Best
                                • Zoho Mail blocked by SpamCop/Mimecast 136.143.188.16

                                  I cannot send emails to people whose domains use Mimecast or other systems that read SpamCop. This isn't the first time that this has happened. Please arrange a fix ASAP. Thanks
                                • CRM - QR Codes and Bar Codes

                                  Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) Does
                                • Can sent or receive email from certain domain

                                  Hi i have a problem with emails that have ...@otenet.gr. Otenet is the biggest provider in Greece but i can't communicate with its emails. (Message rejected due to: domain owner discourages use of this host Remote-MTA: dns; mx.otenet.gr) Please help Thanks
                                • existing warehouses need to be migrated to the Locations module

                                  Upgrade to Locations We've enhanced the Branches module to include warehouses and renamed it as Locations. To enable the Locations feature, your existing warehouses need to be migrated to the Locations module. Once migrated, these warehouses will appear
                                • Transaction Rules & Customer Payments

                                  So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are
                                • User Filter for Dynamic Date Dimensions in Zoho Analytics

                                  One challenge I frequently encounter is the need to create multiple versions of the same report—one for yearly data, another for quarterly data, another for monthly, and so on. While this works, it leads to unnecessary duplication, making maintenance
                                • Zoho CRM Mobile App Calls Module Missing

                                  Hello all, After the last update I have two things. 1. I do not see the calls module at all - not via search, not anywhere 2. In home I do not see any scheduled calls, tasks, etc. If this in the new update or is my app gone wrong somewhere?
                                • Show value in a field based on selection

                                  Hello, I'm new at Zoho Forms, I'm trying to do the following: Let's say there are two fields, (A) is a drop-down list for items, and field (B) is for a dedicated code of each item. Is it possible to apply a conditional logic once you select an item from
                                • Manage a rental inventory

                                  Hi Zoho team, We have a company that is renting furniture and decor in the event industry. 1. Can Zoho Inventory manage inventory for rentals? 2. If no, can we create some features with Zoho creator that can integrate with Inventory to manage our rentals?   3. We have 2 warehouse, can we easily do inventory transfer between warehouse? Thank you for for help, Peter
                                • Zoho Sign up forms on Wordpress website not working smoothly

                                  We have set up the forms on the website and linked them to respective email journeys. But when wesubmit the form the email generated/sent to user is not consistent. Sometimes the journey email is sent, sometimes a email verification message is sent ,
                                • Zoho Deluge Online Training Workshop 2025

                                  Master Deluge and Automate Zoho Applications An Extensive Online Training The Zoho Deluge Online Training is an extensive 2-day workshop designed specifically for developers, business users, and automation enthusiasts who want to master Deluge—Zoho’s
                                • Possibility to show Images during Blueprint Transitions

                                  We use Blueprints heavily in our business to keep a structured process and to use a lot of automations. In fact, we automated so much, that our co workers sometimes don't know what really is happening. It would be helpful if we could show the users a
                                • Zoho User Group Meetups 2025: Mis de eerste editie van het jaar niet!

                                  Beste Zoho Dutch Community, Bij Zoho geloven we in het belang van het aanbieden van gratis trainingen, zodat u het meeste uit uw Zoho Apps kunt halen bij het beheer van uw bedrijf. Daarom komen de ZUGs (Zoho User Groups) Meetups in maart terug naar Nederland
                                • Accessing Attachments in Zoho Recruit Extension for API Integration

                                  Hi, I am currently developing a Zoho Recruit extension to integrate with a third-party application. As part of this, I need to retrieve the attachment file from the current record and include it in an API request. However, I couldn’t find a relevant Zoho
                                • Cannot set Subform Multiline field to read-only using Client Script

                                  I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);
                                • Set Custom Icon for Custom Modules in new Zoho CRM UI

                                • Whatsapp integration update.

                                  Please, there is no way on WhatsApp integration to know if a message has been read, or has been managed by a member of the team. There should be a way to add contextual info or something please.
                                • When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

                                  In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the
                                • Initiate conversations anytime with WhatsApp's Templates

                                  Previously, in Bigin's Messages module, you could only reply to customer-initiated messages, but with this enhancement, you can now initiate conversations using WhatsApp templates. A WhatsApp template is a pre-designed message template designed to start
                                • [Training] Zoho Deluge Online Training Workshop

                                  Hello Everyone, We are much elated to invite you all to our upcoming Zoho Deluge online training workshop. Master deluge and automate Zoho applications The Zoho Deluge Online Training is an extensive 2-day workshop designed specifically for developers,
                                • Not possible to remove mandatory system fields?

                                  Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's
                                • Directly Edit, Filter, and Sort Subforms on the Details Page

                                  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
                                • Text snippet

                                  There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.
                                • Can I print a set of record templates as a single pdf?

                                  I have a record template formatted as a gift certificate. I can email a single gift certificate to each recipient, but I also need to print the whole batch for the organiser, and they won't want 40 separate files. The layout needs to be identical, so
                                • Zoho Finance Workshop 2025 is Happening Now!

                                  Hello everyone! We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take
                                • Next Page