【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@松井 邦夫 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、@Suzuta (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）

    • Recent Topics

    • Adding Markdown text using Zoho Desk API into the Knowledge Base

      Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

    • Display CRM account field on Zoho Desk Ticket

      I have linked a custom CRM Account field for "Customer Care Lead Advisor" with Zoho Desk Accounts. I know the data has synced correctly as I am using this field for some automations based on this lead advisor field. When viewing a ticket that is linked

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

      I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

    • How does BadgeUp Work?

      When creating the badges, where do you all get those printed? especially if you use the plastic type badges. Does Zoho send the files out or do some kind of integration with a 3rd party badge printer? I'm on a ZohoOne subscription and didn't want to use my one license for a test event to see how this worked. Thanks for any insight Randall

    • Access a field from incoming webhook Zoho Flow

      I would like to further process an incoming webhook in zoho flow. How can I access a field in the script / custom function. I tried this in many variations but not working: exfield=${webhookTrigger.payload.AnalyseErgebnis}; I would be very grateful if

    • What is the difference between a template and a snippiet

      Hi there, I am currently working on optimising our service desk and improving the consistency of our responses. I have come across two tools that appear to help do this, templates and snippets. I was wondering what the similarities and differences are

    • Is there a way to set up templates for commonly occurring issues on Zoho Desk

      Hi there, We have recently migrated our service desk over to Zoho. I was wondering if there is a way we can set up custom templates for specific requests that we commonly get from our customers. Example: Customer often requests a password reset. There

    • Import subform entries conveniently in CRM

      Dear All,   Subforms have always been crucial for associating additional data with CRM records. You can easily associate line items with parent records and keep track of various details related to your records. We're pleased to announce that we've introduced

    • Missing "Created_Time" Field in Zoho CRM API Search Results

      Hello, I've noticed that the "Created Time" field is visible in the Zoho Canvas view for my Accounts Module. However, I'm unable to retrieve this field's value via the Zoho CRM API. Specifically, when using the /search endpoint for the Accounts module,

    • Payment link showing as malicious

      We've had a few customers who have been unable to pay invoices as the payment link (the domain is zohosecurepay.eu) is showing as a malicious website in their browser. Could anyone help with this please?

    • Problem connecting social accounts and file upload

      I have two brands that I manage in Zoho, each with their own social profiles. I didn't have any issues for the first few months, but recently the Instagram for one got disconnected and no matter what I've tried, it won't reconnect. If I go into the settings

    • Canvas responsive preview in different browser window causes re-authentication/verification

      I'm trying to design a view in Canvas. I am testing in a tab with a desktop view, and another tab (on my same desktop/IP) with a responsive view of an iphone. Every time I refresh, it boots me out of the previously used tab. If I forget to refresh the

    • Is is available to access notes from mobile app?

      As you know we have a notes section in the mail system at the website but can I access the Notes from the mobile app? Thanks in advance

    • New Assembly Screen - Doesn't Search by SKU

      When one wants to make an Assembly by clicking the plus sign from the "Assemblies" tab, the first step is to enter the Composite Item that one wishes to assemble. Logical, but the problem is that one cannot search that by SKU, only product name. This

    • OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant

      Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,

    • Contracts Management

      Hello, We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available at

    • Marketing Automation Emails Going to Spam

      Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

    • Import CRM Vendor Module for Mail Merge

      Hello, It seems I cannot import the vendor module field for a merge document? Is there a way to turn this on?  I have the ability to import my custom module fields, but not standard built-in CRM modules like Vendors.  Am I missing something? Thank you very much for your assistance!

    • Invalid OAuth Token When Using Zoho CRM API with Postman

      We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:

    • IMAP as a source option in Dashboards

      Hi Team Can I request IMAP be added as a source option for running a report or creating a KPI in dashboards. I have selected all options and my IMAP linked emails are not showing, I can only check these by going to emails in a contact. Thankyou Josh

    • Device Credentials

      Connection Credentials for my device. Where is this displayed in the application.

    • Custom Function : Copy multilookup field to text field

      Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2 is still empty) Argument : Name : societe / string Name : societe2 / string Code : resp = zoho.crm._updateRecord("Societe",Societe.toString(),{"Societe2":Societe});  Can anyone help me ? Thanks a lot,

    • Turn off Knowlege Base Follow options and Follower lists

      Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names

    • is there a better way to routinely export my project timesheets?

      Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

    • Zoho Flow - Create CRM Meeting - Expected input type is jsonobject

      I'm trying to use the Create Module Entry action in Zoho Flow to create a meeting in Zoho CRM. The participant field is throwing an error during debugging: "Zoho CRM says "Invalid input for invalid data. The expected input type is jsonobject." I've tried

    • Zoho desk not sending call reference to user

      Hi, I am using zohone desk and have setup the call logging email address but sadly users are not getting a call reference notifying them that the call has been logged also can't see the updated call when it is going through faces. My question is, is there

    • Zoho CRM and Books Integration

      Evening, I have started the integration with FSM from CRM and having difficulties with the mapping. In CRM we use "Unit Price" as our cost price and mark this up on a subform to create a "Sell Price" this markup can be different on each quote depending

    • Can you please let us know how we can use Zoho for multi store?

      Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so how

    • Learning how to customize templates via code and best practices

      Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

    • How to Add Custom Sections in the Product Page?

      Hi Zoho team, I’m currently using the Tranquil theme on Zoho Commerce and I have a question regarding the product page layout. Right now, under each product, I can see expandable sections like Product Details and Specifications. I’d like to add two additional

    • Can you limit SEO penalties by delaying the appearance of a pop-up?

      Google is not keen on pop-ups and has got even less keen on them with the new Core Web Vitals updates. But I like using pop-ups. If you delay the pop-up so it only appears 10 seconds after the page loads, do you avoid Google’s penalties? 

    • Assistance Required for Fetching Custom Subform Data in Zoho CRM Widget

      Hi Team, I am facing an issue with my Zoho CRM Widget. In the Quotes module, there are two Subforms — one is a predefined Subform, and the other is a custom Subform that we have created. In the Inspect console of my widget, I am only able to see the predefined

    • Zoho Mail Shared Mailbox migration

      Hello! I am in the process of migrating our whole email infrastructure to Zoho Mail. We currently use cPanel for our email accounts and we want to migrate them to Zoho Mail using the migration tool. The problem is that we use an email for our sales department

    • Have an input card for zobot that could collect Name, Email, and Phone or a message all at once

      It would be great to have an input card for the codeless bot in a form style that allows it to ask all relevant questions at once. at any point in the chat flow or conversation, This approach would simplify the interaction, making it easier and more straightforward

    • Change DKIM From 20248 Bit Key to 1024 Bit Key

      I am having issues trying to change the Bit Key in DKIM from 2048 to 1024 so that it works with my Shopify Account. I can only find information on how to configure this when the Domain Key is added, but I couldn't find any details on how to change it

    • Introducing ICR in Zoho CRM: Transform your printed text into digital data

      From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses

    • Can you change the width of a template, and/or the size of images we upload to the template?

      my images look good in preview, but are then skewed when sending email. Also, are image sizes "fixed" by which template is being used? Thanks in advance. CV

    • Update Date field using a custom function

      Hello, In Zoho FSM, Equipments module, I created the following custome fields for tracking the calibration of the eqipments: "Calibration Required"; type: Checkbox; API Name: "Calibration_Required__C" "Calibration Interval (Days)"; type: Number; API Name:

    • Zoho CRM API, Python SDK v7 Quoted_Items

      Hello. How do I use this SDK to retrieve the Quoted_Items from a Quote and downstream the items in a Sales Order I can see references to a constant INVENTORY_MODULES_ITEMS = ["invoiced_items", "quoted_items", "purchase_items", "ordered_items"] But I cannot

    • Next Page