Kiosk Studio Session #1: View paid customers in the same industry

Kiosk Studio Session #1: View paid customers in the same industry

NotesUpdate | 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!



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
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?

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

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

Resources

      • Recent Topics

      • Map Plan to Different Income Account for Some Subscriptions via API

        We have a plan that has a default Plan Account of "Sales". Can we override the account for a specific subscription via API? In some instances the same exact plan should map to a different income account. When we create stand-alone invoices in Zoho Books,

      • Flow with CRM

        Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the

      • Chrome browser issues. Anyone else?

        I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface.  Anyone else?  Any known problems? Thanks, Todd

      • Set another Layout as Standard

        We created a few layouts and we want to set another one to standard:

      • Zoho Payroll US?

        Good morning, just reaching out today to see if there's any timeline, or if there's progress being made to bring Zoho Payroll out to be available to all states within the USA. Currently we're going through testing with zoho, and are having issues when

      • Set up multiple IMAP email addresses

        Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

      • Function 58: Custom calculation in item table of invoices (2 fields)

        Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

      • Tracking new lead response time

        Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

      • Pushing Data from One CRM account to another.

        We have business partners that want to collaborate through the CRM. Other than pre-planned data migrations what are the options for Zoho Users to transfer data between the accounts. For instance, could I create a webhook that is sent from our CRM and then is picked up in the partner's Flow?

      • Search function not working anymore

        Hi! The search function is not working anymore. How can we solve this problem?

      • When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

        In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

      • Expand Zia's Language Support and AI Capabilities

        Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a

      • get gettting the days number between two dates with deluge

        I am trying to calculate the days number between 2 specific dates but its not working. PLease help me.

      • Limit excceding issue in zoho creator

        I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me

      • How do I add more schedules to Zoho Creator?

        At the moment, the number of schedule calls we have in Zoho Creator are 1800 per month and I was wondering if it was possible to upgrade that amount to something higher. I'd like to know my options as well as the pricing.

      • Conexion CREATOR x CRM

        Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required

      • Invoices with billable time and expenses

        I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each

      • Search Bar Improvement for Zoho Commerce

        Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

      • Send Whatsapp with API including custom placeholders

        Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

      • Can't get form response to populate custom PDF template

        I've created a template and set it to default but can't figure out how to get the response to populate that template. It keeps giving me the default summary.

      • Zoho Sheets not compatible with Excel/Google Sheets

        In order to share a copy of a Zoho sheet with someone that does not use Zoho, it must be downloaded as MS Excel format and then added to an email.  This is a labor intensive, and frankly confusing process.  I have forgotten to do this before, only to

      • Zoho One not working

        I'm having several issues accessing Zoho One. Some pages don't load (for example, Zoho Directory) and the labels are all messed-up (oz.account.directory.display.shorname, oz.settings...., etc.)

      • Add Ability to Designate Decision Branches as "Error Branches"

        Zoho Flow gives the ability to track down, troubleshoot, and fix errors with the Status and Filter dropdowns in the History tab. This works well for when a "normal" Flow action registers with an error. However, there are other times where it would be

      • Visitors sending message via Whatsapp are not saving on contacts

        Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?

      • ChatGPT only summarize in English

        Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

      • Brand with multiple facebooks pages

        HI, We are a small publisher that has different FaceBook pages for each of our product lines. All are within the same FB account.   Is it possible to add all of these pages to our one brand in zoho social so I orchestrate the posts between the different products?    Cheers, Joe

      • How do I connect Sales IQ to Shopify

        How do I connect Sales IQ to Shopify.    

      • DORA compliance

        For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in

      • Stock Count - Does it really work?

        We have been trying to use the new Zoho Inventory stock count feature. It seems great at first glance.. ..but what we can't get our heads around is if a count doesn't match you can't simply set up a recount of those that are unmatched, which just seems

      • Create Ticket from Chat with Rest API

        Hi to everyone, is possible to create a ticket from Chat with Rest API? In user interface is possible by clicking on the button "Convert chat as a ticket". Anyone know how to do that? Thanks

      • How to send binary data in invokeurl task?

        Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

      • How Can I Customize Sales Reports in Zoho CRM to Better Track Our Sales Team's Performance?

        Hello everyone, I'm new to using Zoho CRM and need some help with customizing our sales reports. We want to track our sales team's performance more effectively and visualize trends that can inform our strategy. What specific customizations or features

      • Marketing Automation : Adding to existing Lead Score

        I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds

      • Items should display under specific warehouse

        I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

      • Package Dimensions

        Packages need to have dimensions that are sent to carriers in addition to just the weight. Without the package dimensions being transmitted to carriers, the correct dimensional weight is not calculated for the label price, which results in corrections

      • Theft Prevention Sensor Integration in Zoho Inventory

        Is there a way to integrate a theft prevention sensor with Zoho Inventory, so items cannot leave the store unless they've been scanned at checkout? Any insights or existing solutions would be greatly appreciated.

      • Zoho Workplace gets yet another security boost: The addition of Zoho Vault

        Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost

      • "notes"-field in a task to full width?

        Hi, Is there someone that can tell me how to adjust the "notes"-field in a task, to full width? I already played around with 1 or 2 columns, but this has nu effect on the standard width. Thx in advance for your help. Cheers, Ralph.

      • How to download Job Sheets in Zoho FSM?

        Hello, I'd like to download copies of completed job sheets as PDF's for upload to a workdrive to keep an audit record of completed Job checkout sheets. I do not see download of this file type as an option - any help is appreciated!

      • [Webinar] Zoho Writer for law firms and legal professionals

        Are manual processes slowing down your legal practice? Are you ready to simplify document management and free up more time for your team to focus on what truly matters? Join us on January 16, 2025, for an exclusive Zoho Writer webinar designed specifically

      • Next Page