皆さま、こんにちは。コミュニティチームの藤澤です。
11/22(金)に名古屋ユーザー交流会を開始しました。名古屋開催会では過去最高の16名のユーザーさんに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に共有しますので、参加できなかった皆さまもご参照ください。
(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)
当日の各セッションの様子に加え、当日使用した投影資料は以下になります。
Zoho Oneユーザーである小野さん(ドットシンク株式会社)に登壇いただき、活用事例をご紹介いただきました。
Zohoサービス活用事例セッション:
Zohoで実現する売上獲得に向けた最高のチームコラボレーション
Zoho One ユーザーである小野さん(ドットシンク株式会社)に登壇いただき、人事関連、社内間のタスク管理やコミュニケーション、またWebサイト分析などZoho Oneのサービスを幅広い領域における活用事例を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。
採用活動における活用法
ドットシンク社では、他社のリクルーティングサービスと複数のZohoサービスを掛け合わせながら採用活動を行っています。
社内コミュニケーションでのZoho活用法
Zoho Connectを中心に、Zoho CliqやZoho Vaultなど、実はZoho社内でも頻繁に使用されている便利な各種サービスの活用事例をお話しいただきました。
スタッフ教育・育成におけるZohom活用法
オンラインファイル管理ツールのZoho Writerでのマニュアル作成や、Zoho Peopleでのレクチャー動画の管理を使用することで、全員がアクセスできる形で社内ナレッジを蓄積しています。
リード顧客と顧客育成の取り組み
社内のタスク管理やコミュニケーションに加えて、営業管理・顧客管理も実施しています。生成 AIと各種Zohoサービスをかけ合わせて名刺の読み込み精度を上げている点は効果的な活用法の一つであると感じています。
各サービス活用事例を詳細にお話しいただけたことで、参加者の方からも「ぜひ自社でもやってみたい」や「すごく参考になる!もっと詳しく話を聞いてみたい」などの感想をいただきました。
本セッションの投影資料はこちら:
グループワーク
今回は「Zoho Desk/CRM ワークフロー共有会」をテーマに実施しました。
各テーブルに別れてワークを開始。まずは、今回のテーマを元に各自ワークシートに共有したい内容を記載してもらいました。
同じテーブルのユーザーさん同士でそれぞれ実際の活用方法を共有し、その後各発表内容について深掘りをしたり、関連する内容についてディスカッションしました。
会場内の雰囲気や参加者の方の雰囲気も徐々に柔らかくなっていったことで、 より盛り上がりを見せていました!
Zoho Deskでよく来るFAQと、最近のホットな製品アップデート情報を紹介しました。
Zoho Deskは、ユーザー交流会後のアンケートにて、よく取り上げてほしいと要望の多いサービスだったため、今回このような形で取り上げさせていただきました。
懇親会(ネットワーキング)
セッション最後までご参加いただいた方は全員懇親会に参加いただきました!
アットホームで暖かい雰囲気が特徴の名古屋ユーザーグループらしく、皆さんざっくばらんにお話しいただいている姿が印象的でした。
ケータリングの食事も楽しみながら、各自のZohoサービス活用法や今後やってみたいことなど、終了時間ぎりぎりまで盛り上がりを見せていました!
最後に
次回以降のユーザー交流会、Zoho ワークアウト(少人数制課題解決型ワークショップ)は、以下の通りの開催を予定しています。残席わずかとなりましたので、参加を希望される方はお早めに参加登録をお願いします。
12/19(木)14:00~16:00 Zoho ワークアウト(オンライン、定員5名)
*次回の名古屋ユーザー交流会の開始については、来年6月を予定しています。
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
Recent Topics
Project Templates & Reminders
I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from
Kaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
Create customized SLAs for your customer base with support plans
Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pending
Zoho Flow or Schedules
I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times
Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed
Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December
How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
Workflow - Execute Based on Date
Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date]. Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearly
Can we set a BCC address as default to show while sending emails?
Two things inside ZohoCRM are annoying me because it's a repeated work. First one is that I always need to click manually to add the BCC field while sending an email to a lead. Can we set a default address so when I click to send a new email the BCC address
Make collecting payments from your customers in Bigin easier with payment links
Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets
Inbox Preference - Saved replies based on message repsonse with specific word
Hi There, Can one create a workflow where the Save Reply will be generic for all messages that contains a specific word, various channels,. The saved reply should contain a link for download etc. that is a response to the word entered in the message contained
Basic Price List Functionality Still Missing
I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells that
How do I hire employees????
Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,
Automate data upload process like reports
I'll start with the end in mind. I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software. Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way
Greylisted, try again after some time
Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphost
Emails linked to Deal
Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receive
How to transfer all my mails from Zoho to Gmail or Office 365
is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily do it with office 365 or gmail. i want two options. direct from zoho to office 365 or exported eml files from zoho to gmail. please suggest me both if possible
Inquiry Regarding Image Display Issue in Campaign Duplication
We are currently using Zoho Campaigns for email distribution to our clients. I would like to inquire about an issue we encountered. When duplicating a previously created and sent campaign from the "All Campaigns" section, the images used in the header
New integrations for Bigin: Zoho Sign, SalesIQ, and Marketing Automation
Greetings, We're excited to share new integrations that make Bigin more powerful and useful for your business! Zoho Sign for Bigin Zoho Sign now integrates seamlessly with Bigin, enabling you to sign, send, and manage contracts or agreements without leaving
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
What is Attendee Status 0 and 1?
Hi there, I recently stumbled upon the API to get the attendee list and in the return value, there is a parameter called "status", and 0 supposed to mean not_attending, and 1 means attending. I cannot find this representation anywhere in the attendee
ZOHO BackStage
How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?
How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls
Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.
Calculate hours between 2 date/time fields
Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, Michael
External ID validation.
I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on the
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
Create a button that executes a customized function
Hello, I have created a summary view in which I combine the data from my items table and suppliers table. I would like to know if there is the possibility of adding a button somewhere in the view to be able to execute a function when clicked on it. I
Custom field doesn't fill when converting sales order to invoice
Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select
Can I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?
I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to Zoho
How to Display a Logo Image on a Public Form?
I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:
Advice for my first project in Zoho
Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of my
Associate Email API Internal Error
I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating the
Profit on Sales order
Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get
Subform Data in v2 REST API
What is the mechanism for adding subform data in the Creator v2 REST APIs? There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/). I was able to determine how to GET the subform data by adding it to the
Is the filename of an attachment restricted to only certain languages?
Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbled
How to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected
Overwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25
Zoho Creator - Zoho Analytics
I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?
Unable to send emails
I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?
Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement
Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,
Next Page