【開催報告】Zoho CRM を業務のWorkdeskとして使おう! ユーザー交流会 大阪 2023 vol.2

【開催報告】Zoho CRM を業務のWorkdeskとして使おう! ユーザー交流会 大阪 2023 vol.2

皆さま、こんにちは。コミュニティチームの中野です。
 
Zoho コミュニティでは、12/7(木)にオフライン形式にて「ユーザー交流会 大阪 2023 vol.2」を開催しました。本投稿では、その様子をお届けします。事例セッションのみ当日の登壇資料を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。
(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)



本イベントでは、ビープラスシステムズの石井様がZoho CRM を仕事机(Workdesk)として活用し、業務の効率化を実現した事例を紹介しました。
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、または今後それらを実現するために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。
 
登壇いただいた石井さん、そして参加いただいたZoho ユーザーのみなさん、ありがとうございました!
 
 
事例セッション Zoho CRM を業務のWorkdeskとして使おう!

10年前からZoho CRM を利用しているビープラスシステムズの石井様が、Zoho CRM の活用を通じてどのように請求業務の効率化や定型業務の自動化を実現したかを解説しました。

 
ビープラスシステムズ社 事業内容 




1. サービス導入背景・課題 
Zoho CRM を導入した目的は、エクセルなどで管理していた顧客情報をCRM に集約し、一元管理することでしたが、案件増加に伴い毎月の請求業務が複雑化し、請求漏れやミスが発生していました。
 
 

2. 解決策と取り組み 
Zoho CRM の活用を検討し、使いこなせなければ解約するという覚悟で臨みました。以下が請求業務の改善に向けた取り組みです。

・ボトルネックの認識:ルーティーンワークを洗い出し、負荷の高い領域を把握。


・取引先・リードデータの整理:不要なリードを削除し、重複データを統合。抽出に必要な情報をフィールドに追加・入力・チェック。


・データの転記作業を自動化:Zoho のレポートから出力したファイルをRPA(業務プロセスの自動化)の指示書として活用し、業務時間を3時間削減。顧客情報の整理と請求管理の省力化を実現。
 


3. 定型業務の効率化 
CRMをリード獲得から成約までの定型業務に活用し、以下の手法を導入しました。
・タグ機能の活用:ワークフローでリード作成時に自動でタグを追加し、リード獲得から契約までのタスクをタグ機能で管理。


・テンプレート活用:定型メールや契約書・申込書のテンプレート化により、作業時間を大幅に削減。手入力をしていた名入れ作業もCRMの情報を使用し、作業負荷を軽減。さらにはZoho Writer で作成したテンプレートに電子署名を行うため、Zoho Sign の検討を進める。
 





・Gmailとの連携:Gmail上ではなくCRM上で業務を開始し、タスクリストやToDoもCRMに集約することで、別サービスを行き来することがなくなる。

 


4. まとめ 
CRMを活用し、請求業務の省力化とリード獲得から成約までのToDo管理を実現し、作業しながら最新のデータ更新を行う業務フローへの変更が成功しました。今後はSalesIQ の活用や、CRMのデータを活用したマーケティング・顧客対応の自動化をZoho で実現したいのことです。
 


事例セッションで使用したスライド



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」
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。
 


 
最後に
 
次回のユーザー交流会・大阪開催については、2024年6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。
 
【12/15開催 一部配信あり】東京 ユーザー交流会
▶︎▶︎参加登録はこちらから: https://www.zohomeetups.com/Meetuptokyo2023vol4
*まだ残席がありますのでよろしければぜひご登録ください。事例セッションについては大阪・名古屋開催時と異なるプログラムを用意しています。
 
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

                                  • Adding Chargebee as a Data Connector

                                    Is it possible to get Chargebee added as a Zoho Analytics data connector?
                                  • Delete commerce website

                                    I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The
                                  • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

                                    My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will
                                  • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

                                    Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
                                  • This mobile number has been marked spam. Please contact support.

                                    Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp
                                  • Zoho Books - Hide Convert to Sales Order if it can't be used.

                                    Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
                                  • What’s New in Zoho Inventory | April 2025

                                    Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions
                                  • Zoho Books - Quotes to Sales Order Automation

                                    Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow
                                  • When Zoho Tables Beta will be open to EU data center

                                    Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
                                  • Pass current date to a field using Zoho Flow

                                    I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed
                                  • API: Mark Sales Order as Open + Custom Status

                                    Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the
                                  • Zoho Quartz Screen Recording

                                    Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you
                                  • Tip 26: How to hide the "Submit" button from a form

                                    Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then
                                  • filter broke my data

                                    I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
                                  • How do I move Notes around within a Group?

                                    It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the
                                  • Generate a link for Zoho Sign we can copy and use in a separate email

                                    Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
                                  • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

                                    I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting
                                  • Separate Items & Services

                                    Hi, please separate items and services into different categories. Thank you
                                  • What's New in Zoho Inventory | Q2 2025

                                    Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
                                  • Mastering Zia Match Scores | Let's Talk Recruit

                                    Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
                                  • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

                                    I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com
                                  • Multi-currency - What's cooking ?

                                    Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        
                                  • Integrating Chatbot with Zoho Creator Application

                                    Is it possible to integrate a chatbot with a Zoho Creator application?
                                  • How to reduce programmatically the image uploaded by user?

                                    I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  
                                  • Dark mode for Zoho Creator / Zoho CRM Code editor

                                    Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?
                                  • Is there a way to make a button scroll down?

                                    Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?
                                  • Collective-booking event not added to all staff calendars

                                    We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
                                  • ZOHO Android Client

                                    Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.
                                  • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

                                    Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align
                                  • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

                                    Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;
                                  • Non-depreciating fixed asset

                                    Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
                                  • Managing Rental Sales in Zoho Inventory

                                    I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th
                                  • Megamenu

                                    Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications
                                  • Cannot access KB within Help Center

                                    Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
                                  • Zoho Flow to Creator 3001 Respoonse

                                    I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot
                                  • File Upload to Work Drive While Adding Records in Zoho Creator Application

                                    Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be
                                  • Why not possible to generate?

                                    Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"
                                  • email

                                    Hi My crm email is not working, can you check, I have zoho one account.
                                  • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

                                    Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are
                                  • I can't found API for Sales Receipts

                                    Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards
                                  • Next Page