My Zoho Story #1 全ての営業プロセスを Zoho CRM で管理 （松井邦夫さん）

My Zoho Story #1 全ての営業プロセスを Zoho CRM で管理 （松井邦夫さん）



こんにちは。Zoho コミュニティチームです。

 

今回スタートする新企画「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。

 

2022年度のZoho Championである松井邦夫さんは、SNSを活用したマーケティング支援事業を展開する株式会社トーチライトの経営管理部でディレクターを務めています。松井さんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。

 


――貴社の事業内容についてご説明ください

Facebook、Twitter、 LINE などに代表されるSNSにおける企業の広告配信や公式アカウントの運用をお手伝いさせていただいています。

 

――Zoho の利用歴を教えてください

6年ほどになります。

 

――Zoho CRM の主な活用方法を教えてください

社内の営業基幹システムとして活用し、Zoho CRM で問い合わせ・案件・顧客管理から請求書発行まで一括管理しています。基本的に営業メンバーにはZoho CRM のみに対面すればいいように、Zoho Analytics のダッシュボードやZoho Learn のマニュアルもZoho CRM からリンクでアクセスできるようにしています。

 

――Zoho CRM のどの機能をよく利用されていますか？

ヒューマンエラーを削減するため、レイアウトのルール・入力規則で入力ミスを軽減しています。また、運用の流れに多くのワークフローを設定し、データやコミュニケーションの自動化を図っています。

 

――自動化について、もう少しお聞かせください

多くの自動化を設定していますが、例えば商談からボタン押下により自動的に請求書を作成したり、会社レベルでの判断が必要な特別な案件には承認フローによる承認プロセスを適用して自動化したりしています。

 

――Zoho CRM 以外に活用しているZoho サービスはありますか？

各種問い合わせのフォームはZoho Forms を、プロセス・タスク管理にはZoho Projects 、社内の依頼管理はZoho Desk で管理しています。人事はZoho People で社員管理を行い、社内の共有マニュアルはZoho Learn で記述しています。

 

――貴社の業務プロセスにZoho を採り入れた経緯を教えてください

当初は案件の管理だけを行っていましたが、そこからセミナーやイベントによるリード管理、請求書発行までの営業全プロセスに拡大しました。さらに、人事・情報システムでも各種Zoho サービスを導入・活用しています。

 


 

今後も「My Zoho Story」を通じて、あらゆる業界のZoho 活用方法について発信していきます。

ひきつづきよろしくお願いいたします。

 

Zoho コミュニティチーム


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