【開催報告】 ユーザー交流会 2024/6/6(木)SaaS営業活動を支えるZoho One

【開催報告】 ユーザー交流会 2024/6/6(木)SaaS営業活動を支えるZoho One

皆さま、こんにちは。コミュニティチームの中野です。

6/6(木)に、ユーザー交流会 大阪を開催しました。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もこちらに共有しますので、参加できなかった皆さまもご参照ください。
(Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします)


今年初の開催となるユーザー交流会 大阪では、LRM株式会社 堀江さんによるZoho One の事例セッションのほか、「Zoho サービス同士の連携」をテーマに参加者同士でZoho の活用方法を共有し合うグループワークを行いました
登壇いただいた堀江さん、そして参加いただいたZoho ユーザーの皆さん、ありがとうございました!

事例セッション SaaS営業活動を支えるZoho One

クラウドストレージ、メールセキュリティ対策、PC情報漏えい対策やログ管理サービスなど、情報セキュリティ課題を解決する多数のサービスを提供するLRM株式会社の堀江さまが、案件管理〜利用状況の分析におけるZoho Oneの活用方法、他社サービスとの連携について解説しました。

・Zoho One 利用全体イメージ:


1、案件・顧客管理
・問い合わせの対応:Webサイトと Zoho Forms / Zoho SalesIQ の連携


・CRMによる商談(案件)管理



・CRMによる契約顧客管理
カスタムタブで契約管理台帳を作成し、管理しています。
サブスクリプション型のサービスを扱っているため、契約期限の延長はワークフローで自動化しています。 *閏年の計算はどうしてもずれてしまうため手動で更新しています。







2、ステップメール(CRM)
・CRM とMarketo の連携
弊社の場合は、Zoho Flow ではなく、扱いに慣れているZapier を利用して、Marketo との連携を実現しています。CRM内の情報修正を実施する度にMarketo 側にも情報を反映するように設定しています。
その場合は、かなりの情報量をやりとりすることになるため、Zapier の契約プランは想定のリクエスト数に耐え得る内容にするなど注意が必要です。


3、問い合わせ管理(Zoho Desk )
問い合わせ管理については、Zendesk と、一部メール対応にZoho Deskを利用しています。


4、SaaS利用状況の分析
・Analytics による利用状況の分析
顧客ごとのサービス利用状況を確認し、カスタマーサクセスの活動に反映しています。


・Survey によるアンケートの実施


5、他サービスとの連携
Zapier や、Power Automate を利用して、外部サービスとの連携を実現しています。







堀江さん資料:


グループワーク

どんなサービスと連携していますか? Zoho 連携事例を共有し合おう!

Zoho CRM と連携している他のサービスの紹介と、それによってどのようなことを実現しているのかを共有していただきました。


共有内容 一部抜粋:
読み込んだ名刺データをCRM(見込み客)に登録:Card Scanner > Zoho CRM
顧客データからメーリングリストの作成・管理:Zoho CRM > Zoho Campaigns
問い合わせ内容をCRMに登録:Zoho Forms > Zoho CRM

最後に

次回以降のユーザー交流会、Zoho ワークアウト(少人数制課題解決型ワークショップ)は、以下の通りの開催を予定しています。残席わずかとなりましたので、参加を希望される方はお早めに参加登録をお願いします。

6/14(金)18:00~ ユーザー交流会 東京(AP新橋
詳細、申し込みはこちら︎▷▷https://zoho.to/Tokyovol2-Forum

6/27(木)14:00~16:00 Zoho ワークアウト(オンライン、定員5名)

今後取り扱ってほしいトピックや参加した感想などについて、本投稿のコメントにいただけると励みになりますのでぜひお願いします。
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

                                  • Need Easy Way to Update Item Prices in Bulk

                                    Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
                                  • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

                                    Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize
                                  • Vendor Signatures Needed for Purchase Orders

                                    Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.
                                  • Is there an API to "File a Ticket" in Desk

                                    Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
                                  • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

                                    Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
                                  • Unarchive tickets

                                    How can I manually unarchive tickets?
                                  • Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

                                    Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,
                                  • report showing assignment type

                                    Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows
                                  • Time Entry Notifications

                                    Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?
                                  • How to report 'Response violation' OR 'Resolution violation'

                                    Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect
                                  • Should I Use DMARC?

                                    When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the
                                  • Power of Automation :: Quick way to associate your Projects with Zoho CRM

                                    A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
                                  • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

                                    Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress
                                  • Unable to retrieve Contact_Name field contents using Web API in javascript function

                                    Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related
                                  • Restricting contact creation

                                    Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emails
                                  • Import Holiday Calendars

                                    HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards Jamie
                                  • Filtering Tickets based on Email headers

                                    We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
                                  • Zoho Books - France

                                    L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                  • Feature Request: Conditional Field Mandatoriness Based on Display Status

                                    Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in
                                  • Im Stuck in an EDIT ONLY WITH WIZARD issue

                                    So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,
                                  • Data Migration Strategies for Moving to a Cloud Solution

                                    Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it
                                  • Bulk Moving Images into Folders in the Library

                                    I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing
                                  • Error 550 5.4.1

                                    I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciated 
                                  • Automatic Matching from Bank Statements / Feeds

                                    Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                  • Has Anyone successfully integrated Zoho and Sage Intact?

                                    Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
                                  • Store "Sign in with Google/Microsoft/GitHub etc." details

                                    Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username
                                  • Placing a condition before converting the LEAD

                                    Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using
                                  • Subform edits don't appear in parent record timeline?

                                    Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
                                  • How can I filter a field integration?

                                    Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.
                                  • Adding image in HTML report page

                                    Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market
                                  • How to change view of HTML report based on device but always print in A4

                                    Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always
                                  • Age Calculation

                                    I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
                                  • Search on Custom Field

                                    We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a
                                  • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

                                    in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder
                                  • Sendmail function / custom action?

                                    I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered
                                  • API to post drafts for social media

                                    I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
                                  • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

                                    Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
                                  • Canvas View in Zoho Recruit

                                    Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
                                  • What impactful sales coaching techniques have you used to boost your team's performance?

                                    I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned
                                  • Adding Taxes to paid consultations in Zoho Bookings

                                    I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
                                  • Next Page