Kiosk Studio Session #1: View paid customers in the same industry
Update | 15 Oct 2024: Session #2 is now available here!Hello everyone!
We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions
, these posts will be packed with actionable ideas to help you get the most out of this feature!
, these posts will be packed with actionable ideas to help you get the most out of this feature!
The story so far
Kiosks help your CRM users get their work done faster by packing the data and actions they need into a single interface
.
.
We made Kiosk Studio available to the public in March 2024. New to this feature? Watch this brief intro video:
Our team is highly responsive to comments and requests on our announcement post. They'll be equally responsive to any ideas you share here. Your constant feedback has helped us ship enhancements like the following:
- Easier retrieval of child module records
- Addition of Kiosk to Canvas record detail pages
- Display of Zia insights in a kiosk
- Increased maximum limit for Kiosk creation across supported editions
- Quicker publishing of kiosks to multiple locations from Kiosk Studio itself
- Addition of kiosks to record detail pages
- Inclusion of kiosks in CRM blueprints
All of this has happened in the last six months, so we're just getting started!
We'd like this to be a two-way exchange of ideas, so please share your Kiosk Studio success stories and use cases with us in the comments section. We'll be sure to highlight many of them in our upcoming posts!
Let's tune into:
Session #1
Since this is the first post, we'd like to share something simple but useful. You should be able to implement this in 30 minutes or less!
Sales reps use the Deals module to track their opportunities and generate revenue for your business. To do this, they spend a lot of time on calls with customers. New customers often want to know if your product is used in their industry to gauge your expertise and reduce their perceived risk. This goes a long way in building trust and credibility with your customers.
Friction point
Sales reps can't access this useful information within a deal's record, as it doesn't contain a list of paying customers from the same industry as the new customer. To access this information, the sales rep has to:
- Switch to a different tab and access the Accounts module, thus navigating away from the current deal record page where they need to perform tasks.
- Filter records by the same industry as the new customer.
- Switch back to the Deals module to continue the conversation with the new customer.
How users access the information they need without kiosks
Doing this once may be a minor annoyance. Doing it multiple times per day will grate the nerves of even seasoned reps. They'd rather be pitching offers and sharing valuable information with customers instead of spending all their time searching for details and navigating through the CRM.
Simplify with a kiosk (<30 minutes)
Create a kiosk that retrieves this data for your sales reps. Simplifying the information retrieval process frees up time for what matters most: connecting with and selling to customers.
How users access the same information within the record itself using a kiosk
Please note that we've added a picklist in the Accounts module to denote whether that account is using a paid edition of our product or the free edition.
In the Kiosk Studio, you can:
- Set the CurrentRecord's module as Deals.
- Add a screen to show the details related to the account associated with that deal.
Within that screen, use a GetRecords component to list important details of the account linked to that deal. This enables your sales rep to confirm the industry with the customer before proceeding.
- Sometimes, the industry field may be unfilled. Even if it is filled, there might not be any paid customers in that industry. To make sure we show the sales rep the right screen, we can use a decision component.
- Within the decision component, add a new GetRecords component that retrieves accounts who are paid customers in the same industry.
- Add a path (named "Yes") if paid customers are present and add a screen to display the list of paid customers.
- Add a path (named "No") if paid customers are not present. Add a screen to notify your sales rep and educate them on how to handle this.
- For the default path, add a screen saying that the kiosk did not work as expected and ask the sales rep to continue the conversation by highlighting other aspects of your product.
- Publish the kiosk!
Where do I place this kiosk?
We have two options that are suitable for this use case:
Associate your kiosk with a custom button to access information when needed.
You can add a custom button to the deal's record detail page and associate this kiosk to it to reduce the clutter on the record detail page. When necessary, your sales reps can access this information with the click of a button.
Add your kiosk to the record detail page itself for immediate visibility.
If this is a frequently asked question, you can consider adding it directly to the deal's record detail page. You can eliminate a click by placing your kiosk here, but this will take up valuable screen space. Consider the importance of this information and how frequently it is accessed by your sales reps. Then, you can decide where the kiosk needs to be placed.
Next steps
Try implementing this kiosk for your sales reps and see if it helps them. You can tweak and extend this kiosk based on their feedback. We haven't added actions to this kiosk, as it's for viewing data. You can try adding actions to this kiosk in a sandbox environment and test it out. If useful, you can deploy it to the production environment.
Last note
- Share your Kiosk Studio success stories and use cases in the comments. We may feature them in future posts!
- You can create up to 25 kiosks with the Enterprise edition or Zoho One bundle. If you're using CRM Plus or the Ultimate edition, you can have up to 50 kiosks. If you're on one of these supported editions, we encourage you to explore this feature to leverage your subscription fully.
- We look forward to your comments, concerns, and ideas!
Coming up next
Kiosk Studio Session #2: A kiosk that lets your SDRs run through a call script and update lead details without opening a single lead record!
Update | 15 Oct 2024: Session #2 is now available here!Resources
- For a basic overview of this feature, please see Kiosk Studio - an overview.
- If you'd like to learn more about the various elements found in kiosks, you can check out Elements of a kiosk.
- For instructions on how to create and embed kiosks, please see Working with Kiosk Studio.
- Raise a ticket and involve our support team in case you run into errors or face any difficulties when using Kiosk Studio.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kiran Karthik P
Piyush Goyal
Sticky Posts
Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationIntroducing 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 businessesFlex Your Creativity – A New component to Canvas in Zoho CRM
Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screenPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Enable Full Theme Editor for Help Center (Disable Express Builder)
Dear Zoho Support, We are currently using the Elegant theme in Zoho Desk Help Center, but we only have access to the limited Express Builder. We would like to switch to the full Theme Editor to be able to: Access Language Strings Edit all pages (HTML/CSS/JS)Introducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theZoho Desk - account and contact lookup by phone
Hi team, Does Zoho Desk allow to lookup Accounts and Contacts by phone or not? I am using this endpoint- GET https://desk.zoho.eu/api/v1/accounts/search?phone=987-654-3210 But I am getting this error- { "errorCode": "UNPROCESSABLE_ENTITY", "message":Add picklist in subform lookup
Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record inWay to export / import a Flow between different accounts?
Hi, I developped some flows in my account and see that for some other organisation I'm working with, they would need the same or similar flows. Is there a way for me to export one flow from one account and import it to another ? This would be handy, asSetting admin only field values in widget
Hello If I'm using a Widget addRecord function invoked by a user input (the user has write permission not developer) can he set values to a field that is set to be visible to Admin only?Exclude Segment from Campaign Recipients
I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.Option to Delete Chats in IM
Currently, there is no option to delete any chats in IM, regardless of their source.Installing EMAIL Setup in New Domain
Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguymod.com/ is using CF, and I want a different ZohoStop completed task lists from disappearing?
Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. ThanksAdding Coloured Picklist Based On Email Body Text
Hey All, So i am having this problem, Im currently trying to automate a coloured picklist so that when the body of an email contains a specific word it will assign one of my coloured picklist i have created automatically, But it appears this only worksAutomation #11 - Auto Update Custom Fields with Values from Emails
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimizeEmail notification for followers
Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 wouldUnified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbersZoho Desk is extremely slow
Hi Team, We are facing extreme latency issue with Zoho Desk. It is currently unusable. I have submitted a ticket already could you please look into this asap. Regards, Priya SharnaZoho Desk is extremeley Slow
Hi, Zoho Desk seems to be extremely slow for the last 15 mins for everyone in our team (5 people). https://status.zohocloud.ca/ didn't show any status in this regard. Would it be possible to have an idea what is happening and when this should be resolved?Help Centre - Widget or Tab for Customer Downloads
USE CASE: We are a software vendor, using Zoho Desk (as part of a Zoho One subscription) to help mange support issues from our customer base. Customers can log tickets via email or Help Centre portal. QUESTION: I need to provide the capability for ourIntegración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)
Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? GraciasHow to let only account-bound products visible to users
Hello friends, I'm trying to leave only the Products linked to the accounts visible to Zoho Portal users. If the user clicks "All Products," they can open tickets incorrectly for products that do not belong to the account that are registered. Is it possibleWork Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory ofTry CRM for everyone button in the way of workflow
Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.Markdown for Desk?
Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)Limits on workflow never disclosed, not documents and now being applied. I feel scammed and there is no reply for support.
Hello everyone, I’m facing a critical issue with Zoho Recruit and would appreciate any insights from fellow users or someone from Zoho. For months, I’ve been receiving daily emails stating that I have reached the maximum workflow custom functions limit.Unable to invite contacts
Hi! I'm unable to invite contacts as end-users from my trial account. The green pop-up displays "Invited succesfully" but the email never arrives, nor the re-invitation - even though it's "sucessfully" as well. Tried with several e-mail accounts, evenVariables in Zoho Mail Signatures defined by Administrator
Good afternoon, I'm looking at the Admin component of Zoho Mail, and I see we have the capability to define signatures for end users. We also have the ability to associate with multiple email addresses. Are we able to use any variables such as [FirstName}Invoice status on write-off is "Paid" - how do I change this to "Written off"
HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a wayreport on lead status history in zoho crm
I have enabled the lead status history. I want to understand how many days a lead is waiting in which stage and the number of leads vs. stage history, like 0 days, 1-4 days, 5 days above, and 10 days above.Cannot send a Campaign. No Send or Proceed button
I have built a Campaign. I had to drop Leads and only use Contacts because only one group can sync. But now I do not see any errors but I do not see anyway to proceed with sending the campaign?Default Lookup Field Value based on Picklist
How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP fromAccounts module not displaying in Campaigns sync
When syncing CRM to Campaigns, I can only sync Leads and Contacts. Accounts module is setup and not sure why I can't select it. I won't be able to make segments for all our email campaigns. What is the resolution?Trouble fetching custom fields from Zoho Booking
I'm following the instructions from here : https://help.zoho.com/portal/en/kb/flow/user-guide/app-specific-documentation/articles/zoho-bookings#1_Problem_with_accessing_custom_fields But I can't get this to work. Here is the result of a test booking :Missing Date Field Type Blocking VAT Calculations in Custom Zoho CRM Module
I'm working on a custom VAT calculator within Zoho CRM where I need to store the purchase date of a product and calculate VAT based on that date, since VAT rates can vary over time. However, while creating custom fields, the only available data type isDifferent Page Numbering
I want the page numbers not just 1,2,3... but i,ii,iii,iv,... or even I,II,III,IV.... How can I do this?Remote Control Functionality During Screen Sharing in Zoho Cliq
Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take controlHow to validate Rich Text in Zoho Creator! Urgent!
Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alertReal-Time Screen Annotation During Zoho Cliq Screen Sharing
Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, otherSimplify ticket replies with intelligent writing and content analysis tools
Introducing a smarter, faster way to handle ticket responses with generative AI-powered capabilities, now available in the ticket detail view. These enhancements are designed to reduce agent effort, improve clarity, and elevate the overall support experience.Zoho Books - Feature Request - Show Custom Template Preview
When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additionalrun a macro on a contact that bounced from crm email merge
how would one run a macro on a contact that bounced from crm email merge? how would i tell zoho to run a macro that SIGNALS said bounced?Workflow : Update a multiline text field
Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? ThanksNext Page