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

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

We've got other sessions for you to check out!
Here are the other kiosk studio session posts which have been published so far!
  • Session #2 covers how to build a call script kiosk.
  • Session #3 looks at streamlining appointments.
  • Session #4 shows how kiosks can simplify sales for bank employees.
  • Session #5 helps you review loan applications quickly.
  • Session #6 packs an entire service request workflow into a single kiosk.
  • Session #7 helps you create your own convert feature.
  • Session #8 shows you how to view a record's subform entries - without opening that record!

    • 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!


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