My Zoho Story #4 Zoho One で案件獲得〜商談・申し込みを管理 (TechGardenSchool 高橋 与志さん)

My Zoho Story #4 Zoho One で案件獲得〜商談・申し込みを管理 (TechGardenSchool 高橋 与志さん)

こんにちは。Zoho コミュニティチームです。

 

My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。

 

今回ご登場いただくTechGardenSchool / Club86 School&Company 代表の高橋与志さんは、中高年向けプログラミングスクールを展開しています。

高橋さんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。

 

 

――貴社の事業内容についてご説明ください

 パソコン教室  、プログラミングスクール  、中高年専門起業塾  の3つの要素が1つになった、セカンドキャリアを意識した中高年のための「在宅で稼ぐ!」ITスクールです。  

 

 

――Zoho の利用歴を教えてください

約2年になります。

 

 

――Zoho を導入したきっかけ / 背景を教えてください

エクセルで顧客周りを全て管理していたのですが、顧客の増加に伴う負荷が高くなり、あらゆる業務を自動化したいと感じたことがツール導入検討の背景です。その後、他社サービス(Salesforce / HubSpot)との比較検討を行い、コストパフォーマンスに優れたZoho に決めました。



――Zoho One の中で、どのサービスを利用されているかを教えてください

CRM / Campaigns / Desk / SalesIQ / Projects / Analytics /  Forms / Bookings / Books /  Sign / Survey を使っています。ちなみにZoho 以外のサービスについては、Stripe(Books と連携)とZapierを利用中です。
今後ZapierからZoho Flow に移行することも視野に入れたいと思っています。

 

 

――上記サービスを貴社のビジネスプロセスにどのように取り入れていますか

 

主に案件の獲得〜商談・申し込み管理に利用しています。


・集客:オーガニック検索、一部ウェブ広告 *コンテンツマーケティングに注力
・ウェブ接客/資料ダウンロード:SalesIQ
・メルマガ配信: Campaigns
・商談(カウンセリング):Bookings(商談予約) / CRM
・申し込み: Survey / CRM / Books / Sign
・休会/退会: Forms
・会計:Books


* SalesIQ による資料ダウンロードの流れ:
 

*Zoho Survey で申し込みフォームを作成し、連携しているZoho Campaigns に自動で連絡先が入るようにしています(SurveyからZoho Forms への切り替えを検討中)


――サービス導入後から定着までの間で、意識されたことはありますか

自分でZoho から直接購入し、導入後は、自社のスタッフに専任者を置いた方がコスト的に良いと考え、専任スタッフ一人をアサインしZoho サービスを学習してもらっています。
その後、サービス利用を拡大していく中で壁に当たることが多く、外部の個人コンサルを雇い、現在はその方の力を借りながら活用しています。

 

――ご自身のZoho への思いや、今後チャレンジしてみたいことを教えてください

いちZoho ファンとしてZoho に可能性を感じています。国内の認知度について、今後さらに高まってくることを期待しています。

また、ユーザー交流会での登壇についてもチャレンジしてみたいと思います。

 

 

今後も「My Zoho Story」を通じて、あらゆる業界のZoho 活用方法について発信していきます。

ひきつづきよろしくお願いいたします。

 

Zoho 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

          • 【ZOHO】コミュニティユーザー自己紹介のトピック

            日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました! 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。(オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません) スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N  テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前(ニックネーム)】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】
          • 【ZOHO】オンラインフォーラムのご利用について

            こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。  製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 <製品に関する質問に対し、確実にZoho側からの回答が欲しい場合> ・ご購入前:sales@zoho.jp
          • Zoho Japan Community オンラインフォーラムの利用案内

            この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。

          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

                                  • StatusIQ

                                    Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
                                  • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

                                    In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
                                  • Marketing Tip #14: Increase cart value with product bundles

                                    Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
                                  • Problem with Workdrive folders

                                    I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
                                  • Sortie de Zoho TABLE ??

                                    Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
                                  • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                    Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                  • 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,
                                  • Zoho Bookings form pre-filled with Zoho Forms in

                                    Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks
                                  • Pre-orders at Zoho Commerce

                                    We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
                                  • 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
                                  • Zoho Books' 2025 Wrapped

                                    Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
                                  • Can multiple agents be assigned to one ticket on purpose?

                                    Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks
                                  • Edit default "We are here to help you" text in chat SalesIQ widget

                                    Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
                                  • Can't change form's original name in URL

                                    Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
                                  • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

                                    Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
                                  • Compensation | Salary Packages - Hourly Wage Needed

                                    The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
                                  • Multiple currencies - doesn’t seem to work for site visitors / customers

                                    I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
                                  • Archiving Contacts

                                    How do I archive a list of contacts, or individual contacts?
                                  • How do people handle using Outlook and Zoho Project calendar at the same time?

                                    We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.
                                  • 10GB Email Storage Limits in Zoho CRM

                                    We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know
                                  • Performance is degrading

                                    We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
                                  • How to set page defaults in zoho writer?

                                    hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
                                  • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                    Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
                                  • Unable to Send Different Email Templates for Different Documents in Zoho Sign

                                    Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
                                  • Enable History Tracking for Picklist Values Not Available

                                    When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
                                  • ZO25: The refreshed, more unified, and intelligent OS for business

                                    Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
                                  • Vault crashes on Android Devices

                                    Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing
                                  • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

                                    ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.
                                  • Camera access

                                    My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please
                                  • Are static links available

                                    I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a
                                  • Why is Zoho Meeting quality so poor?

                                    I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
                                  • How to print a label from zoho creator app?

                                    Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?
                                  • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

                                    We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
                                  • Where can we specify custom CSS in Zoho Forms custom theme ?

                                    I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
                                  • Team Gamification

                                    Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
                                  • Sync Data from MA to CRM

                                    Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
                                  • Update CRM record action

                                    Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
                                  • Pro Lite Upgrade - Quick Access Tray

                                    Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?
                                  • Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

                                    Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
                                  • Next Page