【開催報告】 東京 ユーザー交流会 2024/10/18(金) Zoho CRM のプロダクトロードマップや、最新アップデート情報を参加者の方に特別公開!

【開催報告】 東京 ユーザー交流会 2024/10/18(金) Zoho CRM のプロダクトロードマップや、最新アップデート情報を参加者の方に特別公開!

皆さま、こんにちは。コミュニティチームの藤澤です。
10/18(金)に東京ユーザー交流会を開始しました。過去最高の30名のユーザーさんが出席してくれました!
本投稿では、その様子をお届けします !当日の各セッションの様子に加え、当日使用した投影資料は以下になります。




※セッションによっては、当日会場のみ限定公開の資料を使用しております。ご了承ください。



今回は、インド本社からZoho CRMにプロダクトマネージャーであるDilip Nagarajanが本イベントに初参加しました。

⚫️Zoho 社員セッション:CX Platform Vision And Roadmap 

Zoho CRM / CRM Plus などのプロダクトマーケティング責任者の菊池が登壇し(監修:Dilip Nagarajan)、Zoho CRM 2025年 プロダクトロードマップをご紹介しました。
※本セッションで使用した投影資料は非公開資料のため、本投稿には掲載いたしません。

2025年に予定されている、日本国内初出しのアップデート情報を紹介いたしました。

総ページ数75枚にも及ぶ膨大なアップデート情報の中でも、今後のZoho サービス活用が更に促進されるような、特にユーザーさんにお伝えしたい情報に注力して紹介しました。
参加者の方々は熱心にお手元でメモを取られている様子が印象的でした。
皆さまからプロダクトマネージャーDilipへのFAQの時間でも、積極的にご質問いただくことができました。

 

⚫️グループワーク 

毎回異なるテーマで実施しているグループワークセッションですが、今回はZoho CRMタブと項目」をテーマに実施しました。





各テーブルに別れて、各自で項目やタブのカスタマイズ例や、入力の手間を省くための工夫を参加者同士で共有いただきました。
紙にわかりやすくまとめて書いて説明されている方も多くみられました。
各ユーザーさんから積極的にアウトプットいただいたことで、ユーザー交流会ならではの直接他社事例を聞くことのできる、とても有意義なセッションとなりました。
   

⚫️Zoho 社員セッション:Ask Me Anything

参加者の方から事前にもらっていたZoho CRMに関する質問に対して、プロダクトマネージャーのDilipから直々に回答しました。
Zoho CRMの機能使用についてや、リリース情報についてなどたくさんのご質問をいただきました。
当日に追加でもご質問いただき、時間いっぱいまでセッションは盛り上がりました。



取り上げたトピック *一部抜粋
  • CRM for Everyone について、概要を教えてください。

  • ‌Zoho CRM でサブスク型製品の管理やヘルススコアを管理するにはどうしたらよいか。

  • ‌Zoho CRMのAnalyticsタブで、Zoho Analyticsのようなクエリーテーブルを使いたいのですが可能でしょうか?


⚫️懇親会(ネットワーキング) 

任意参加の中でも、多くの方にご参加いただきました。
エキスパートユーザーさんと交流会初参加のユーザーさんが疑問点を互いにざっくばらんに話し合う様子なども見られ、ユーザーさん同士の横のつながりも交流会を通してできていました。
前のセッション中で聞ききれなかった質問をDilipに聞いているユーザーさんもいました。
食事と飲み物も楽しみながら、大盛況で東京ユーザー交流会は終わりました!

  

 


今後のユーザー交流会の日程は下記になります。
またのご参加をお待ちしております!

⚫️今後の開催日程

11/21(木)@大阪:

11/22(金)@名古屋:

11/29(金)@東京:

参加登録の案内はこちらからご覧ください



      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

                                  • Mail ToDo & Tasks Webhooks

                                    Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message
                                  • Allocating inventory to specific SO's

                                    Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                  • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

                                    Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these
                                  • Where can I find rejected inbound mails and their reason for rejection

                                    Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
                                  • Refund

                                    Hi There, Please refund me asap possible, because of no support given. Thank you
                                  • تغيير عمله الدفع"Change payment currency"

                                    ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"
                                  • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                    How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                  • Attention API Users: Upcoming Support for Renaming System Fields

                                    Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
                                  • Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

                                    In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with
                                  • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                    As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
                                  • Customer Grouping

                                    Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the
                                  • Item images

                                    Can we get an "On hover" expanded image for items please ?
                                  • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

                                    Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,
                                  • Zoho Sign product updates - Q3 2025

                                    Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients
                                  • Zoho sites header

                                    Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
                                  • Zoho Books Sandbox environment

                                    Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                  • Quick Create needs Client Script support

                                    As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
                                  • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                    Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
                                  • DNS set up

                                    I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
                                  • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

                                    The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
                                  • General suggestions

                                    Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark
                                  • Can't upload attachments.

                                    I can't upload attachment in Zoho Mail.
                                  • Need Guidance on SPF Flattening for Zoho Mail Configuration

                                    Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
                                  • How use

                                    Good morning sir I tried Zoho Mail
                                  • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

                                    Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop
                                  • Error when sending emails from Zoho

                                    Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,
                                  • Zoho Tables is now live in Australia & New Zealand!

                                    Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
                                  • Not all emails from outlook365 migrated to my new zoho account

                                    I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest
                                  • Clients not receiving emails

                                    I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
                                  • Max numbr of IMAP Accounts in Zoho Mail?

                                    In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?
                                  • Formula Fields Trouble

                                    Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make
                                  • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

                                    We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.
                                  • How can I add a new organization on Zoho Campaign

                                    I want to create a new organization with my Zoho Campaign
                                  • White Label certificate

                                    Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it
                                  • www.abc.com is working but abc.com is not

                                    I have my domain in godaddy. I have created a website using zoho sites and now I want to publish it and I tried doing it. Mapped the domain www.abc.com, abc.com. In godaddy changed the CNAME values. A, @ was parked and updated with zoho's IP address.
                                  • Split my account

                                    Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.
                                  • Remote Server is misconfigured

                                    Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta
                                  • Have Mail Lite, wish to add/purchase 2nd domain and use email

                                    Hello, I have recently created two new businesses. I have successfully used Zoho to create a domain for one business and have set up two email addresses / users on that domain. I am trying to figure out how to create a second domain, just like I did the
                                  • Need support in setting up the company email and few other setups

                                    Need support in setting up the company email and few other setups
                                  • This mobile number has been marked spam.

                                    Dear zoho team, I am very happy to use zoho,because it india 🇮🇳 own app, but when we login into zoho account we facing some issue, please solve below issue ASAP. Add your mobile number As an added security measure for Accounts, you need to verify and
                                  • Next Page