【開催報告】 東京 ユーザー交流会 2024/11/29(金) Zoho Oneを活用した社内DX推進事例の共有

【開催報告】 東京 ユーザー交流会 2024/11/29(金) Zoho Oneを活用した社内DX推進事例の共有

皆さま、こんにちは。コミュニティチームの藤澤です。

11/29(金)に東京ユーザー交流会を開催しました。10月の開催回に引き続き、多くのユーザーさんに参加いただきました!

以下に各セッションの概要と登壇資料も掲載しています。ぜひご参照ください。



Zoho活用事例セッション:Zoho Oneで決め打ちDX~導入過程からコスパ・タイパを極めて効率化~ 



今回は、株式会社T h e F l o wの若林さんに登壇いただき、Zoho One を活用した社内DX推進のことや、そもそも「DXとは何か?」というようなDXの本質に迫った内容まで多岐にお話しいただきました。

以下に当日の発表内容と資料を一部抜粋して記載しています。


Zoho Oneの中で利用しているアプリ



Zoho CRM を中心に、Zoho Oneに含まれる各種サービスと連携して活用をしています。

自社では「SaaS事業」と「コンサル事業」の2つに分かれているのですが、各事業に適した形でサービスを利用しています。

Zoho Books とStripeの連携事例





弊社のSaaS事業では、他社のインターネット決済処理サービスであるStripeを利用しています。
StripeとZoho Booksを連携させることで、決済処理や管理をスムーズに行っています。





Zoho Booksの管理画面上で、Stripeへの連携設定が簡単に行えます。
また、項目名や自動決済処理・更新など業務の自動化も実現します。




投影資料は以下からご参照ください。






グループワーク 

今期の交流会では「Zoho CRM / Desk ワークフロー共有会」のテーマで実施しています。

今回も各テーブルことでユーザーさんにワークフローの活用法をアウトプットいただきました。




Zoho One を利用いただいているユーザーさんも多くいたことから、ワークフローを介して、サードパーティのアプリケーションや他のZohoサービスで処理を実行している事例など、その場でしか聞くことのできない貴重なお話をたくさん聞くことができました。

Zoho社員セッション:Zoho Desk FAQ解説とアップデートをご紹介




今期のユーザー交流会では、全3回とも弊社中野から上記のテーマでセッションを実施しました。

これまでも交流会のセッショントピックとして取り上げて欲しいと要望の多かったZoho Desk ですが、今回は「サポート窓口によくあるFAQ」と「最新のアップデート情報」の2軸で紹介しました。

当日の投影資料と一部内容を抜粋して以下に記載しています。

全体概要



「よくある質問と回答」では数ある機能の中でも、一部の人気機能に絞って紹介します。

「アップデート情報」では、最近のアップデートの中でも特に今後の活用促進に役立つと考えられる内容を紹介します。


よくある質問への回答まとめ





数ある機能の中でも、自動化に関する機能は特にユーザーさんの興味関心が高く、質問も多くいただきます。

最新アップデートの共有




アップデート情報の1つ目は、コメント・スレッドのピン留め機能についてです。画面上部ピン留めできることで、作業途中のスレッドなどを見逃しづらくなりました。この機能の活用により、定常作業など効率も更に上がると考えられます。

(以降、他5つの最新の機能アップデート情報の共有を実施)

投影資料は以下からご参照ください:




今回ご紹介した情報が、今後の更なる活用につながりましたら幸いです。

 懇親会(ネットワーキング) 


今回も当日の参加者の多くの方が参加してくれました。各自名刺交換をしたり、談笑したりなど和やかなムードで進行しました。  

Zohoサービスについての情報交換のみならず、ユーザーさん同士が各自の会社や業務などについてもお話ししている様子が見られました。

今回も懇親会は時間いっぱいまで盛り上がりました!





皆さま、またのご参加をお待ちしております!

 

次回のユーザー交流会は2025年3月ごろを予定しています。

ワークアウトは以下の日程で開催予定です。まだ空き枠ございますので、ぜひご参加ください!

日時:12/19(木) @ Zoom 14:00~16:00 ※途中入退出可能

募集人数:5名







      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

                                  • Disable Buttons for Users with Profiles without permission

                                    Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced
                                  • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                    Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                  • Zoho製品と生成AIツールの活用について

                                    いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務(Desk)、業務データのレポーティング(Analytics)などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか?具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。
                                  • Zoho Analytics - Make text clickable in underlying data

                                    Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the
                                  • Credit Management: #5 Advanced Refund Policy

                                    You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer who
                                  • Exported Slide Image Lacks Portion of the Background Image

                                    This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available
                                  • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

                                    Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert
                                  • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

                                    I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?
                                  • Piss poor service in Support in Domains and email

                                    Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now
                                  • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

                                    Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future
                                  • Zohomail does not support additional fields in mailto links

                                    Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29
                                  • Emails not being received from a particular domain

                                    Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers
                                  • Email address for forwarding is not saving and there's no confirmation ema

                                    Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding
                                  • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make
                                  • Auto CC - Moving Departments

                                    We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move
                                  • unable to send message reason 554 5.1.8 Email outgoing blocked

                                    unable to send message reason 554 5.1.8 Email outgoing blocked
                                  • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

                                    Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
                                  • SMTP email sending problem

                                    Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid
                                  • unblock my zoho mail account. outlines@zoho.com

                                    please unblock my zoho mail account, outlines@zoho.com
                                  • Unable to see free plan option

                                    Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.
                                  • Outgoing blocked: Unusual activity detected.

                                    I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
                                  • How to remove some users in zoho accounts

                                    How to remove some users in Zoho accounts.
                                  • Forwarder

                                    Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                  • Forwarder

                                    Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                  • DKIM cannot be enabled for the domain as no verified default selector present

                                    Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
                                  • I can't log in to my account on Thunderbird

                                    I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
                                  • Sorten the domain of zoho mail ids

                                    I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool
                                  • Weekly Tips : Customize your Zoho Mail Notifications

                                    In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling
                                  • How to move emails to Shared Mailbox?

                                    Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
                                  • Email task creator when task is updated/marked complete

                                    I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
                                  • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

                                    Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the
                                  • Download API file contents from browser

                                    Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)
                                  • March 15, 2023: Zoho Docs is discontinued

                                    As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration
                                  • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

                                    I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in
                                  • Adding a Channel to SalesIQ

                                    I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle
                                  • DataPrep Bigquery Connection failed

                                    Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.
                                  • How Do I Refund a Customer Directly to Their Credit Card?

                                    Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
                                  • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

                                    Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements
                                  • Important Features Missing

                                    Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting
                                  • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

                                    Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses
                                  • Next Page