Update | 15 Oct 2024: Session #2 is now available here!

The story so far

• 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
  

Session #1

Friction point

• 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.
  

Simplify with a kiosk (<30 minutes)

• 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?

You can place your kiosk in multiple locations, as seen in the screenshot below:

Next steps

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

Update | 15 Oct 2024: Session #2 is now available here!