【開催報告】東京 ユーザー交流会 2025/3/19 エキスパートユーザーがZoho サービス活用における基本から応用までのノウハウを伝授!(CRM / Marketing Automation)

【開催報告】東京 ユーザー交流会 2025/3/19 エキスパートユーザーがZoho サービス活用における基本から応用までのノウハウを伝授!(CRM / Marketing Automation)



皆さま、こんにちは。コミュニティチームの藤澤です。

3/19(水)に東京ユーザー交流会を開催しました。当日は22名のユーザーの皆さまにご参加いただきました。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もこちらで共有しますので、参加できなかった皆さまもぜひご参照ください。

 Zohoサービス活用事例セッション: Let's 活用!Zoho CRM レポート機能 

2024年度のZoho Championである@Anonymous User さん(Zotion)にご登壇いただき、これまでのご経験をもとに「CRMのレポート機能」についてご解説いただきました。
過去の参加者から特に多くのリクエストがあったテーマで、基本機能から応用的な活用方法まで、説明動画を交えながら分かりやすくご紹介いただきました。


以下の通り、一部抜粋して当日のセッション内容を紹介します。

 内容まとめ 

◉概要と作成フロー


各タブや複数タブの関連性を、データやグラフで視覚的・数値的に把握ができます。Zoho CRM 内のデータをリアルタイムで活用し、定期レポート送信やダッシュボードでの統合表示も対応可能です。

◉応用利用例_1


商談メモに顧客対応を記録するだけで、日報の自動作成・送付が可能です。簡易報告に特化し、業務の効率化を重視する場合に特に適しています。

◉応用利用例_2



Zoho CRM に蓄積される重複や不完全なデータを定期的に洗い出し、整理することで、商談状況を正確に把握することが可能です。不要なデータの発生を極力抑えるためにも、CRMの入力規則や項目の依存関係を活用することも重要です。

▼本セッションの投影資料はこちら   



▼動画はこちら 


グループワーク     




今回は「Zohoサービスの社内浸透/理解度向上のTips共有会」をテーマに実施しました。Zoho は製品数が多く、機能も多岐に渡るため「できることが多くてどこから手をつけようか迷う」などの声が上がることもあります。

そのような声を交流会で解決できたらと思い、本テーマでグループワークを実施しました!各者がこれまで培ってきたナレッジをユーザーさん目線で共有いただける貴重な機会となりました。


Zoho Champion パネルディスカッション

2024年度のZoho Championの中から、@Anonymous User (鈴田二紀)さんと松井さんにご登壇いただきました。ユーザーの皆さまから要望の多かった「Marketing Automation」「Campaigns」「CRM」について、パネルディスカッションを実施しました。
Marketing AutomationとCampaignsの違いや、各メール配信サービスとCRMからのメール配信の違いなど、ユーザー視点ならではの過去の活用事例を交えてお話しいただきました。

懇親会 

多くの方に懇親会にもご参加いただきました!セッション中に気になったことや、日々の業務についてなど、参加者同士でざっくばらんに交流されていました。

初の試みとしてコミュニティのイベント参加や、ユーザーヒアリングへの協力など、コミュニティの活動を継続的に支援してくださっているユーザーさんを6名、表彰しました!


 最後に 

次回の東京ユーザー交流会は6/13(金)を予定しています。

以下日程で大阪と名古屋でも開催を予定しておりますので、各地方でご参加いただけるユーザーさんはぜひ参加検討ください!

・大阪 6/6(木) ・名古屋6/7(金)

各交流会の詳細は、後日フォーラムにて告知投稿いたします。

 

今後取り扱ってほしいトピックや参加した感想などについて、本投稿のコメントにいただけると励みになりますのでぜひお願いします。

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




    • 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)

    Nederlandse Hulpbronnen


      • Recent Topics

      • Zoho books partners: Transferwise, Resolut

        Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated?  I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks
      • Getting oauth errors on bigin

        Hi Support, I'm getting oauth errors on bigin even though it works fine with CRM. I created a self client which will add contacts. I gave every permission you could and it still didn't work. What should I do. I might just switch to the standard CRM since
      • Assessment Field in Custom View

        Zoho recruit finally added the ability to filter Job Applications by Assessment Answers This is a very valuable addition to the Recruit But this is currently missing from the custom view This should be added to the custom view as well
      • Name Change and Delete Email ID and Alias

        Hello please i require urgent assistance, 1.) I would also like to change the name that appears when people receive my emails. I have an info@spacetraiders.com but when people receive my email its say Ronma Adedeji instead of either Info or Space Traiders..
      • Feature Requests and enhancements: Subform

        By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T
      • Unapplied AP Credits not showing up on AP Detail Aging

        I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to the
      • Add Entry and Subform Record from Deluge Scripts

        Hi all,  I would like to know how do I add a new entry and also subform records from a deluge scripts.  I can use the insert into to add a new entry to a form, but how do i insert a collection into the subform of the entry? I am using a deluge script
      • Finding draft ticket replies

        Is there a way to see all tickets which have draft replies?
      • How to apply a tag to a ticket based on the to email address?

        I need to assign a tag to a ticket if the ticket was sent to a specific email address. For example, we have the email accounting[at]company.com forwarding into Zoho Desk. We would like all emails that were sent to this address to be tagged with an Accounting
      • Engineering Change Order Process using Tickets?

        Hi Zoho Community, I'm working with my company to create an Engineering Change Order/Request (ECO/ECR) process where engineers can internally create tickets for changes in a product that must be reviewed, approved and implemented by people or teams in
      • How can I move a ticket from Department A to Department B?

        Hi there, how do I move ticket from Department A to Department B? I went in the ticket and tried to scroll down the menu under the "department" but it won't let me, I am a support admin. Did I do anything wrong? or am I doing it in the wrong place?
      • Validation Rules Trigger on Untouched Fields

        In Zoho Desk, validation rules trigger for ALL fields during an update—even fields that weren't modified in the current edit. This behavior is fundamentally different from Zoho CRM and other Zoho products, where validation rules only apply to fields actually
      • How to work with getFieldNames formdata functions ,Any Examples

        I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available
      • Zoho Notifications - Received two notifications for one message and none for the other

        We had a client reply to a ticket twice in one minute. The ticket owner received two emails for the second message but none for the first (which was crucial content and unfortunately was therefore missed). I'm assuming this created a race condition -
      • What is the difference between "Reply" and "Public Comment" in a ticket?

        Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest
      • Tasks View for Opportunity/Jobs does not indicate "Related To" account

        How can ZoHo be setup so that when a task is created for an Opportunity, the subject automatically lists the underlying account? Right now, it's impossible to link the Account to the task when the task is created from the Job.  Therefore, the open task view is inadequate.  And it's a lot of maintenance to have to manually add the account to the subject...defeating the purpose of "Automated" workflow. 
      • can i show alert when i finish running the function?

        how i can show alert inside the custom function or popup notification. when i use alert inside the custom function it show this error Error at line number:  2 'ALERT' task can be used only in on load, on validate and on change actions ​
      • CRM calendar not syncing with Zoho Calendar

        The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank
      • Pipeline in Custom Modules

        I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?
      • Cannot associate event with other objects when creating?

        I am attempting to associate an Event with one or more other objects when creating it via the API. According to the API docs, the "Related_To" property is a jsonobject even though the description says "Provide the details about the entities the event
      • How to disable subform records dynamically

        Hi Everyone I have a requirement to dynamically disable or hide subform fields based on certain criteria. However, the code I tried didn't work as expected. It either disabled or hid all the fields in all subform records or none at all. What I actually
      • Client Script Operate Timeout

        Hi Zoho, I have set a client script that use for ( i =1; length < i , i++) to fetch all of the product in order I have an order have 30+ products, seems this script will be stopped when it is checking rough 10 + products because of timeout (may be). May
      • Why and When to Manually Regenerate Reports?

        What is the protocol for needing to regenerate reports?  It is very confusing when data in reports pulls correctly sometimes, but are inaccurate other times.   Why is report regenerating necessary at all - can the report function not read the live data as inputted into the forms?  We have built lots of reports and it is very tedious and time consuming to have to regenerate the report before each use of that data to make sure it is accurate.  Is there a way to know when a report should or shouldn't
      • Import template from Zoho Writer

        I am trying to import a mail merge template - tried to import direct from my .docx file on my hard drive and the formatting went all over the place. I then imported the .docx file in my Zoho Docs and then fixed up the formatting within Zoho Writer. Can
      • Button Duplication when emails forwarded or replied

        When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.
      • Enhancements to Custom Connectors in Zoho Creator

        Hello everyone, At Zoho Creator, we believe in providing you with the necessary tools to achieve a well connected ecosystem of apps. Our Custom Connectors feature is a testament to this, enabling you to integrate with a wide range of external services
      • AutoScan Not Working Since April -Support says it with engineering

        Hi there, Autoscan has not been working on my account since April. Without this feature, completing expenses reports is laborious and error-prone. I keep asking for updates seeing as this is a critical feature, but told that it's being looked into and
      • Zoho books bulk update for invoices

        Hi Zoho team, Why only 25 invoices can be bulk update at a time. I am booking 800 to 900 invoices in a month. Please increase this limit? Please dont tell that you dont have enough request for this task. 25 limit for bulk update is too much low
      • Querying CloudSQL using NodeJS?

        How can I query CloudSQL over nodejs? Are there any rest apis from which I perform Select Queries in the data of a Workspace? In the v1 we had C#, Python, Java for CloudSQL Now I only see Java? I am confused about the overall API of Analytics, there any
      • Rename Record Templates in Zoho Creator

        Hi Team, I need to rename the Record Templates based on the name of the employee which i have configured in Zoho Creator Deluge Script. How to do this one? // Attachments :template:PDF_ECF:Exit_Clearance_Form input.ID as PDF
      • Les Zoholics 2025 sont de retour

        Bonjour à tous, Préparez-vous pour deux jours exceptionnels au cœur de l’écosystème Zoho ! Nous avons le plaisir de vous convier à Zoholics France 2025, un événement dédié à l’innovation, à l’expertise et à la communauté Zoho. Au programme : • Présentations
      • Salutation

        Hey there, I want to make an indvidual salutation. It is possible to use if statements in the email templates? For exampe: When is male then wirte "Dear Mr." else write "Dear Mrs." Thanks David
      • Personal Expenses

        I have reviewed the board and found a few scenarios like mine however not exactly so sorry if this is a re-post.  I just recently joined Zoho Books and had to go through 2000 transactions manually which took FOREVER. So the dilemma that I am facing is that I have attached my personal and business checking cards to my account because it was not until half way through 2015 that I decided to open up a business account as an independent contractor.  When I first started my account I placed the opening
      • Not receiving instagram verfication emails

        Hi- I'm not receiving Not receiving instagram verfication emails.  I have seen other users having the same issue and your answer was to contact instagram.  But instagram no longer has a support email.  
      • Change work hours per day for employees

        Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.
      • PROBLEMA AL CONECTAR EL DOMINIO

        hola buenas tardes hoy estoy tratando de crear mi registro y no me deja conectar el dominio  me dice que el dominio ya está vinculado a una cuenta y la verdad no tiene conectado el dominio a ninguna cuenta  tengo acceso al hosting y cpanel que se compro pero al revisar los dns estan apuntando al mismo hosting del panel  del proveedor del domini ... como hago para poder crear la cuenta con ese dominio, incluso cree un registro pero no  me deja vincularlo el dominio es integrasoft.co agradezco me ayuden  
      • Delay in delivery of emails

        I'm experiencing random delays for emails sent from Zoho account. Headers show that the message reached mx.zohomail.com almost instantly, followed by a delay of anywhere from 3-15 minutes (and counting). Please confirm whether this is a system-wide
      • Zoho Mail not working. Constant OTP

        Firstly, my emails have been playing up for over a year. They are struggling to send and I have to press Send a few time to make them going. They mostly hover with a loading note saying Sending. I emailed Zoho and they got it working, but now it is doing
      • Zoho Mail Storage Usage Discrepancy – Incorrect Storage Reporting

        Dear Zoho Support Team and Community, I previously raised a concern about inaccurate storage usage reporting in Zoho Mail but did not receive a clear or satisfactory response. To investigate further, I meticulously calculated the storage used by all folders
      • What Is ZOHO-Workplace? Why was I charged?

        Hi, Today my PayPal account was charged $12.72 for ZOHO-Workplace. The transaction ID is 15S32484H3826544W. What is this charge for? It is the first time I am seeing it.
      • Next Page