【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

                                  • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

                                    Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
                                  • Zoho Desk - Change Time Zone for all users and set default for new user

                                    Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred
                                  • Introducing WhatsApp integration in Bigin

                                    Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
                                  • Allow Manual Popup Canvas Size Control

                                    Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
                                  • Why does Zoho’s diff viewer highlight parts of unchanged lines?

                                    Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:
                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                  • Introducing Assemblies and Kits in Zoho Inventory

                                    Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                  • Automating Employee Birthday Notifications in Zoho Cliq

                                    Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                  • Zoho Survey reminder settings are extremely confusing

                                    Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
                                  • Add deluge function to shorten URLs

                                    Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
                                  • form data load issue when saving as duplicate record is made

                                    Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded
                                  • Recurring Tasks and Reminders in Projects

                                    Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future
                                  • Unable to remove the “Automatically Assigned” territory from existing records

                                    Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
                                  • Google Fonts Integration in Pagesense Popup Editor

                                    Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
                                  • Improved Contact Sync flow in Google Integration with Zoho CRM

                                    Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
                                  • Improved Functionality PO Bill SO Invoice

                                    Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT
                                  • Wishes for 2026

                                    Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like
                                  • How to Integrate Zoho Books with Xero (No Native Connection Available)

                                    Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
                                  • error while listing mails

                                    I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.
                                  • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

                                    Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
                                  • 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
                                  • Hide/Show Subform Fields On User Input

                                    Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?
                                  • Cloning Item With Images Or The Option With Images

                                    Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as
                                  • Custom validation in CRM schema

                                    Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
                                  • Adding Default Module Image into mail merge field

                                    As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
                                  • Is it possible to roll up all Contact emails to the Account view?

                                    Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial
                                  • Free Training - Explore What’s New in Zoho One 2025

                                    Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,
                                  • Good news! Calendar in Zoho CRM gets a face lift

                                    Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                  • Quick way to add a field in Chat Window

                                    I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting
                                  • How to create a two way Sync with CRM Contacts Module?

                                    Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app
                                  • Zoho Sheet for Desktop

                                    Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                  • How to import data from PDF into Zoho Sheet

                                    I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
                                  • Zoho Projects Android app: Integration with Microsoft Intune

                                    Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through
                                  • Cant't update custom field when custom field is external lookup in Zoho Books

                                    Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
                                  • About Zoneminder (CCTV) and Zoho People

                                    Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand
                                  • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                    Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                  • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

                                    Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps
                                  • Set connection link name from variable in invokeurl

                                    Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
                                  • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

                                    We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
                                  • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

                                    I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
                                  • Next Page