【Zoho CRM】やりとりの要約機能リリースのお知らせ

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。

今回は「Zoho CRM アップデート情報」の中から、新機能のやりとり要約機能をご紹介します。

 

Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。

メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。

Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。

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見込み客の引き継ぎ、しばらく関わっていなかった見込み客への再接触、進行中の商談の再検討などの複数のケースにおいて、会話の全体像を即座に理解することが可能です。

Ziaのやりとり要約でできること

• データに関連付けられた最近のやりとりを確認
• メール、通話、ミーティング、メモからそれぞれ最大10件を要約
• 最も関連性の高い最新情報のみを抽出して表示
• 通話文字起こし機能有効時は、文字起こしテキストと通話項目の両方を分析
• 具体的なやり取りの履歴がない場合は、件名、目的、議題などから要約
• 該当の会話に関連するメモのみを考慮して要約

機能を利用することで得られるメリット

• 顧客の最新状況を把握して会議に臨める

• 商談のパターンや注意点を一目で特定できる

• 後から参加するメンバーも即座に状況を把握しスムーズに連携できる 

補足  

やりとりの要約を表示するには、以下の権限が必要です。

1. スマートプロンプトの結果の表示権限

2. Ziaによる要約の権限
   

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※やりとりの要約はスマートプロンプトの一部であり、Zia（Zohoのネイティブモデル）のデータアシスタントを通じて利用できます。

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いかがでしょうか。CRMをご利用中のユーザーさんは、ぜひ試してみてください！

https://zurl.co/jKTM

適用範囲：プロフェッショナルプラン以上の組織で利用可能

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