FAQs: Kiosk Studio

FAQs: Kiosk Studio

How is Kiosk Studio different from Blueprint, Wizards, CommandCenter, and Cadences?

The fundamental distinction lies in the Kiosk Studio's ability to construct tailored UI screens featuring custom inputs—fields not necessarily confined to your CRM—enabling data collection and visualization. In addition, it empowers you to retrieve records from any module within the CRM or external third-party services, facilitating seamless actions across the entire CRM or external third-party services.

Let’s look at a simple example to understand this better. There’s a car dealer using Zoho CRM for multiple processes involved in sales and car service.
Let's look at where Blueprint, Wizards, Kiosk Studio, CommandCenter, and Cadences will be used.

Blueprint
A blueprint can be configured when you have a mandatory compliance process that needs to be followed by the Sales Reps.
Let’s consider these following stages for a car buying process.

Lead Generation > Test Drive > Negotiation > Documentation > Payment > Delivery

The buying process of a car goes from Lead Generation or Enquiry to Vehicle inspection (Test Drive) to Negotiation of the price to confirming details and specifications in the Documentation stage and proceeding to the Payment and then to the Delivery of the vehicle.

Once a blueprint is configured for this process:
  1. Each stage can have mandatory fields in the During transition to collect the data to be stored in the record.
  2. Actions are available in the After transition to perform required actions.
The blueprint ends after the end stage (Delivery).

Using a blueprint for the car buying process helps in standardizing procedures, improving efficiency, and ensuring compliance with legal and regulatory requirements throughout the buying process.

Wizards
Wizards serve as a valuable tool by breaking down extensive forms into a sequence of screens, allowing users to input data progressively, moving to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous data entry, as the partially completed form can be saved as draft and submitted later.

Consider a scenario where agents need to facilitate a step-by-step car service registration process, starting from scheduling to completion. The service registration form is intelligently segmented into distinct screens, including Basic Details, Issue Description, Appointment Scheduling, Service Package Selection, and Payment. Upon successfully navigating through each step, a comprehensive record is generated.

By adopting this approach, the complexity of a lengthy form is mitigated, allowing agents to effortlessly traverse through the registration process. This ensures a seamless and error-free experience when creating or updating data-intensive records.

A Journey is a comprehensive tool designed to monitor every touchpoint of the end-to-end customer experience within a business-user relationship.
Let’s assume that a lead comes through various sources. Subsequently, a structured car buying process unfolds, guided by a blueprint to navigate through each predefined stage, as outlined earlier. Following successful sales, the journey continues with service follow-ups and the registration of any feedback or complaints.
A journey can be used to track all the touchpoints from being an unknown lead to becoming a customer to becoming an advocate of your business.

Kiosk Studio is a no-code customization tool that aims to provide easy-to-create custom UI screens that orchestrate through defined processes involving records from one or multiple modules incorporating CRM or third-party actions as required. It offers the flexibility to design personalized interfaces, enhancing user experience and efficiency to build any custom functionality without the need for coding

Let’s consider the implementation of booking a test drive in the car buying process. Say there’s a kiosk created as Test Drive Booking.

An unknown customer calls the dealer for enquiry about the release of a new car model. The sales rep attends the call and gathers a few basic pieces of information, such as preferred model, phone number, address, preferred branch, and so on.
  1. The sales rep fills them in the first screen of the Test Drive Booking kiosk.
  2. The rep then chooses a technician from the list of available technicians(which is fetched from a module called “Technicians” and filtered based on the preferred branch of the customer).
  3. The technician will then be assigned a new task with the relevant information like basic information and availability of the customer. The call will then be completed.
  4. The customer will also be notified with the confirmation of the booking via email/SMS.
Thus, Kiosk Studio can be used to create any no-code custom functionality which is not readily available within Zoho CRM.

Cadences

It automates customer follow-up processes. It allows the users to create sequential response based communications, like emails, calls, or tasks, to a targeted set of audience. Say, you send an email. Based on the response received for the email, you want to plan the next follow-up action for a customer. This feature is ideal for sales and marketing professionals to do personalized follow-ups with leads and prospects until a desired outcome, such as lead conversion or campaign interaction, is achieved.

Yes, this is achievable in current CRM setup using a combination of Workflows, mass mail with follow-ups or auto-responders.
You can also achieve this by building a single Journey in CommandCenter.

If you are using Workflows, mass mail with follow-ups or auto-responders for this automated sequence, it would be like a work around rather than a direct solution. Say, you have a case where you send a sequence of emails for an event for leads who've taken a test drive but haven't purchased a car.

You stop the sequence
1. When you receive a reply to email
or
2. On the event date

The current way to achieve this
Workflow 1:
When - An email is replied
Condition - Subject is X
Action - Update the field 'Responded' to 'True'

Workflow 2:
When - On Event date
Condition - Event status is Invited
Action - Update the field 'Event date past' to 'True'

Workflow 3:
When - Event status is Invited
Condition - 'Responded' is not 'True' & 'Event date past' is not 'True'(So that whoever responded will not receive the sequence & event date is not past)
Actions - Send Email notification sequence with scheduled actions.

Instead of 3 workflows and 2 fields, you can achieve this using one Cadence.

Instead of using multiple features to achieve a solution, this will be an out-of-the-box option

What if you are using Journey Builder in CommandCenter to achieve this case. You can continue to use it.

You can compare CommandCenter and Cadences to Workflow and Assignment rules. Workflow is the parent functionality for if-this-do-that cases. Assignment rule is one such case, but as it is a primary use case in CRM, we gave it as a direct solution. But if you see Assignment rules, it is nothing but a workflow (if - record is created, do - assignment). To dig deeper into every case specific to the assignment and give it as a straightforward option, we gave it as a separate feature.

Following a response-based approach, Cadences involves conducting follow-ups with activities. However, if your journey encompasses more than just activities, involves custom actions or transitions based on factors beyond activity responses, then CommandCenter journeys are better suited than Cadences.

To do simple sequential response based follow-ups, we want to provide users with a simpler option. That's why Cadences is in picture now.

Powerful together
All these features can operate together seamlessly. We shall look into Blueprint and Kiosk Studio as an example. Let’s consider the same stages configured in the blueprint(as mentioned in the above example):

Lead Generation > Test Drive > Negotiation > Documentation > Payment > Delivery

Here, in the Test Drive stage, the aforementioned Kiosk - Test Drive Booking can be used in the During transition of the blueprint. Once the record reaches the Test Drive stage, the Test Drive Booking kiosk can be triggered and upon completion we can proceed to the next stage in blueprint - "Negotiation".
Triggering a kiosk during a blueprint's transition is in active development and not yet available.

By seamlessly integrating these features, you can amplify the efficiency of your users and take your sales journey to new heights.

To learn more about Kiosk Studio, see: Kiosk Studio - an overview.

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