ZOHOソフトを使ったオンライン作業のご報告

ZOHOソフトを使ったオンライン作業のご報告

こんにちは
当社はパソコン修理メンテナンスなのですが、2月末より対面作業をいっさいやめましたので
当然売り上げは激減なのですが、台湾がSARSの時に痛い目にあったので
政府よりはるかに早く自粛を決断しました

その為、業務のオンライン化もいままではZOHOでバックオフィスは実現していたのを
実務(パソコン修理・メンテナンス)まで、早くオンライン化の算段をたてて、ようやく形になってきましたのでここにご報告いたします。

まずお
1.電話いただいたものはTWILIOまたはSKYPEで複数人が同時に電話対応ができる
2.次にLINEまたはCliqでチャットに導く(ここからお問い合わせいただくこともある)
3.症状別に対応する(トリアージ!)今回は対面ができないので物理的修理は懇意のPCショップを紹介
  (ここで売り上げの減少につながるので現状では仕方ないので政府の200万円で補填?)
4.それからオンライン修理・メンテナンス可能なものはZOHO BOOKINGでお客様に予約をしていただく
5.ZOHO LENSまたはAssistでお客様のスマホで機器の状態をみて、操作を支持してお願いする。
  (ZOHO LENSは画質が荒くまだまだ、LINEも活用する)
6.お客様のPCにZOHO Assistをインストールしていただく
7.ここからはAssistでこちらから遠隔操作で何でも可能になる
8.作業が終わればZOHO CRMで報告書作成送付、BOOKSで請求書作成送付
 (Assistでつながっているのでお客様のPCに請求書を表示してSrripe決済までしてもらう)
9.Stripeは日本の住所の決済が厳しくうまくいかない場合はFlowで顧客情報を共有しているSquare決済に切り替える
10.Booksでお礼状が送られる

メリット
いままでより出張サービスで奪われる時間がコストダウン
コロナでなくても対面は双方疲れるが今回Assistでビデオチャットができたので対面を補いお互いに楽
お客様が一緒に(多少操作してもらうの)共同作業することで顧客満足度も高い(意外!な効果)
他にメリットはあげればきりがない

デメリット
物理的修理ができないので損失は大きい
しかし丁寧に他社を紹介することで次回以降また相談いただきオンラインでできることは受注につなげたい
実際に見えないという不安、手で触れないもどかしさは残るが慣れの問題かもしれない

まとめ
業種よってことなるとは思いますが、ZOHOの優れたソフト群と他社の決済やコミュニケーションアプリなどとうまく組み合わせることで、リモートワークでの売り上げにつなげることはできるのかもしれません。
もし、詳細を知りたい方はご連絡ください 有限会社 西尾システムコンサルタント 西尾真言

リモートサポートの画面


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          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

                                  • Help for the alisa adding

                                    Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?
                                  • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

                                    Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
                                  • Round robin

                                    Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
                                  • Time Entry Notifications

                                    Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?
                                  • Change text in help desk

                                    Hi, Please let me know how can i change the this text, see screenshot.
                                  • Customer happiness customisation

                                    Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? Also
                                  • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

                                    792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.
                                  • Cells Border

                                    Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give
                                  • Zoho Sheets saying locked when not locked

                                    Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
                                  • No Zoho Support Response in Months

                                    I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support
                                  • 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
                                  • Null

                                    If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?
                                  • Format a "return" message

                                    Good day, Is there a way to format the message of the "return" function in CRM deluge script?
                                  • Items Below Reorder Point Report?

                                    Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s
                                  • Change Last Name to not required in Leads

                                    I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
                                  • Having Trouble Opening The Candidate Portal

                                    Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.
                                  • Tip of the Week - Spot Risky Sales with Conditional Formatting

                                    In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply
                                  • How do I duplicate / copy a campaign

                                    I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to
                                  • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

                                    We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay
                                  • Creator Change History: Ways to improve

                                    Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,
                                  • Currency selector (based on variable) usage in comparsion

                                    Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison
                                  • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

                                    Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand
                                  • add employees and customiz

                                    I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees
                                  • Inactive User Auto Response

                                    We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
                                  • Zoho People Attendance Module - Split Shifts

                                    Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm
                                  • Zoho One subscription

                                    we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.
                                  • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

                                    In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything
                                  • Dashboard

                                    I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create
                                  • Can i connect 2 instagram accounts to 1 brand?

                                    Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?
                                  • Zoho Forms - Improved Sub-Forms

                                    Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make
                                  • What's New in Zoho Billing | Q3 2025

                                    Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed
                                  • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

                                    How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..
                                  • WhatsApp Business Calling API

                                    Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need
                                  • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                    Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                  • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

                                    Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features
                                  • Connecting two modules - phone number

                                    Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created
                                  • Zoho Marketing Automation 2.0 - Landing Page function not working

                                    Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
                                  • Unable to use Sign "You have entereed some invalid characters"

                                    Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot
                                  • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                    Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                  • Messages not displayed from personal LinkedIn profile

                                    Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
                                  • Next Page