【開催報告】ユーザー交流会 東京 2023 12/15(金)

【開催報告】ユーザー交流会 東京 2023 12/15(金)

皆さま、こんにちは。コミュニティチームの中野です。

12/15(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。




今年最後のユーザー交流会 東京開催は、デジタル・クリエイティブ・ネット 本間さんによるZoho CRM の事例セッションのほか、弊社マーケティング部の渋谷によるZoho Marketing Automation 活用法を解説するZoho セッションを実施。お楽しみ会は、Zoho サービスを活用し、業務効率化・自動化を実現したこと、または今後それら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。

登壇いただいた本間さん、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 Zoho CRM はここまで進化した! 改善に行き詰まったアナタに送る、業務再改善の手引き

2012年からZoho ユーザーであり、その後Zoho のパートナー企業として導入支援を行なっている本間さんに、長年Zoho CRM を利用中の支援先企業の事例を発表いただきました。



《導入支援先企業の課題》

導入後7年が経過。データ入力担当者によってZoho CRM 内の入力にばらつきがあったり、商談のカスタム項目が上限に達し、商談タブ内から請求書やグラフ用のレポートを作成できなくなることが発覚する。
  



《一次対応》
上記課題を解決するために、以下3つの対応を行いました。

Zoho Writer の差し込み文書:請求書タブから作成していたテンプレートをZoho Writer の差し込み文書にて再作成し、商談タブ内のカスタム項目を削減。


Zoho Analytics レポート作成:Zoho CRM 内の分析グラフをZoho Analytics のタブ内で作成し、CRM内のレポート出力用カスタム項目を削減。



データ管理ツール: CRM内の管理ツールを活用し、使用していないテンプレートやワークフロー、フォームを一律無効化。


《一次対応の結果》


《課題の根本原因》


《業務改善:Zoho Books 連携》
  


《まとめ》
・CRM を軸に、近い業務領域のサービスと連携を行い、CRMの情報を連携先と行き来させる。
・カスタマイズありきではなく、まずは標準機能で運用する。
・入力する情報の厳選や定期的な棚卸しを実施することで、より良い環境に組み替える。
 

セッションスライドはこちら:




Zoho セッション Zoho マーケティング部が解説するMA活用法

Zoho マーケティング部 Zoho CRM Plus 担当の渋谷が、Zoho のマーケティング業務プロセスの紹介・Zoho Marketing Automation 活用法や選定時のポイントを発表しました。

《BtoB におけるWebマーケティングの重要性》


《Zoho CRM Plus のマーケティング〜営業・CS》

 


《リード獲得〜MA活用法のフロー》


《MAツール選定時のポイント》


セッションスライドはこちら:

*セッション時のハンズオンの内容についてはスライドに含まれておりません。


お楽しみ会 「Zoho でここが楽になりました! Zohoサービスを活用した業務効率化・自動化について語り合おう」

大阪・名古屋開催同様に、Zoho サービスを活用し、業務効率化や自動化を実現したこと、または今後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 Bookings セミナー予約や顧客とのアポイント予約の自動化
・Zoho CRM 展示会参加時に獲得した名刺リストへのフォローと商談ステータス管理。リード情報にタグをつけてセグメントを行う。
・Zoho CRM メールテンプレートについて、サブフォームも使用できるように。
・Zoho Desk × LINE 連携で、顧客からのLINE 経由の問い合わせにDesk から対応。


最後に

次回のユーザー交流会・東京開催については、2024年3月あたりにオフライン形式にて開催を予定しています。開催時期や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。

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

                                  • Zoho Mail Android app update: Calendar enhancements

                                    Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar
                                  • Enhance Delay Configuration in Zoho Flow

                                    Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming
                                  • Contratação ProdutivosX

                                    Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é
                                  • Zoho Books - How to Invoke a Custom Function in Schedulers

                                    We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function
                                  • Enhance Sign CRM integration

                                    Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
                                  • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

                                    Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
                                  • Problem using Zoho Desk API

                                    Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string
                                  • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

                                    I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing
                                  • Customer ticket creation via Microsoft Teams

                                    Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
                                  • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

                                    Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently
                                  • Best way to schedule bill payments to vendors

                                    I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
                                  • Seamless Round-Trip Navigation for Related Blocks (Detail View)

                                    As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,
                                  • Social Profile Logo Format

                                    Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.
                                  • How to create Sepa Direct Debit XML file: solution and code

                                    Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa
                                  • Traditional Spreadsheet vs Zoho Tables

                                    Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,
                                  • RFQ MODEL

                                    A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
                                  • Delegate Access - Mobile iOS/iPad

                                    We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake
                                  • Request For Quotation (RFQ) module

                                    Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a
                                  • Support for Developing Zoho Recruit Extensions via Zoho Sigma

                                    Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like
                                  • FOLDER DISAPPEARED

                                    Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,
                                  • How to create estimates/Invoices with sub-totals

                                    Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?
                                  • Deluge scripts

                                    Why is there not a search function to make it easier to find the script of interest when modifications are required.
                                  • Social media simplified with Zoho Social: Why should brands have a Threads profile?

                                    Just over a year ago, Instagram launched Threads, the all new social media app primarily focusing on sharing text online. It was welcomed by people worldwide with more than 10 million users in just seven hours, and it currently has over 175 million active
                                  • Auto tracking URL generation based on Carrier

                                    Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,
                                  • New Beginnings with Zoho Desk mobile app best practices: Part 3

                                    In focus: Scaling consistency, intelligence, and customization In our third installment, we'd like to share tips to help you elevate your customer experience as you handle support operations seamlessly on mobile. Let's reconnect with Omniserve, the field
                                  • Highlights of 2025: Milestones and moments

                                    Hey everyone! As we step into 2026, it’s a great time to look back at everything 2025 brought to Zoho Social. This year was big, packed with powerful new features, smart enhancements, exciting events, and a major milestone: a whole decade of Zoho Social.
                                  • Introducing the sandbox environment in Zoho Sign

                                    Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excited
                                  • Can I share the drive with another Windows user?

                                    We use the WorkDrive Sync application on a server with several remote desktop users. Our question is: Can the drive created by WorkDrive Sync be shared from one of these remote users with the other users so they can access the files, or do we need to
                                  • Syncing Bills in Zoho Books to Zoho CRM

                                    Is there any way to sync the Bills in Zoho Books in Zoho CRM
                                  • Auto CheckOut Based On Shift.

                                    This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match
                                  • ERROR: Product type cannot be changed for Items having transactions.

                                    I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product
                                  • Boost your CRM accuracy with smart Data Enrichment

                                    Hello all! In this post let's look at data enrichment from a holistic perspective to gain more clarity on how you can use it. So, here's a quick recap of what data enrichment is and how you set it up it to enhance your existing module data! What is data
                                  • Is it possible to set a region lookup table so that my deal country can lookup this lookup table

                                    Hi there, I would like to be able to add a data lookup table with the following fields: Country, Region. And then in my deal report, i can then lookup this table to fish out the region in my report. This will be important for my sales process to categorise
                                  • Test Emails Show Sent "via zcsend.net" in My Gmail Account

                                    I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address.  In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.
                                  • 'UnAuthenticated Connection: zbooks_connection'

                                    I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't  have the connection I like
                                  • Calling the new 'Custom API' feature from within a Custom Widget

                                    From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even
                                  • Cannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.

                                    We had another admin that left the company. Since he left, we get this error when posting to Instagram.
                                  • Zoho desk desktop application

                                    does zoho desk has a destop applicaion?
                                  • Ability to re-order Workflow Rules

                                    We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.
                                  • Create an article template

                                    I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/paste
                                  • Next Page