Optimizing process control with the new Kiosk Studio feature of Zoho CRM
Zoho CRM’s all-new Kiosk Studio is revolutionizing the way businesses manage their processes. By leveraging the power of kiosk, users can streamline their workflows, enhance user experience, and drive automation within their CRM system. This innovative tool, set to launch in 2024, offers a no-code solution for creating customized kiosks tailored to specific use cases.
Kiosk Studio Functionality
The Kiosk Studio in Zoho CRM empowers users to configure and customize kiosks with ease. With its no-code approach, CRM users can create interactive screens, modules, and workflows without the need for extensive coding knowledge. This functionality allows for seamless execution of various actions, from fetching records using GetRecords to automating pipeline processes through workflows and webhooks.
By utilizing the Kiosk Studio in Zoho CRM, users can enrich the user experience by setting up kiosks within the CRM environment. This customization tool enables admins to merge CRM fields, customize field values, and embed kiosks directly on the CRM homepage, creating a more tailored and efficient user interface.
Custom Capabilities of Kiosk Studio
The Kiosk Studio allows users to execute various actions such as fetching records using GetRecords, automating pipeline processes through workflows and webhooks, and enhancing user experience by setting up kiosks within the CRM environment. This customization tool in Zoho CRM serves as a blueprint for creating new kiosks and embedding them on the CRM homepage, providing admins with the ability to create tailored and efficient user interfaces. If navigating the Kiosk feature seems daunting, our team is here to provide dedicated guidance and assistance. Check our Zoho CRM Consulting Packages for more details.
Embedding Kiosk in Processes
By embedding kiosks in processes, Zoho CRM users can streamline their workflows, automate tasks, and improve overall efficiency. This integration of kiosks within the CRM environment enables users to enhance user experience, drive automation, and create a more personalized CRM interface. With features like merging fields, setting up notifications, and utilizing webhooks, the Kiosk Studio in Zoho CRM offers a comprehensive solution for maximizing process management.
Getting Started with Kiosk Studio
With the evolution of process management tools, Zoho CRM’s new Kiosk is paving the way for businesses to optimize their operations. This innovative platform enables users to configure and customize interactive kiosks, enhancing workflow efficiencies and automating tasks within the CRM system.
Accessing Kiosk Studio:
Navigate to the settings or tools section in Zoho CRM and select Kiosk Studio.
Click on ‘Get Started’ within the Kiosk Studio to initiate a new kiosk setup.
Name your kiosk appropriately (e.g., Lead Processing Kiosk) to reflect its purpose.
Designing Your Kiosk Workflow
Choose the CRM module (e.g., Leads) where the kiosk process will initiate. This sets the context for the data and actions that will follow in the workflow.
Adding Workflow Components:
Utilize the three primary components: Screen, Decision, and Action. Screens are user interfaces where data entry and display occur. Decisions guide the workflow directions based on logic or data conditions. Actions are automated tasks that execute as part of the workflow (e.g., updating records, sending emails).
Configuring Screens: Start with an introductory screen to orient users to the process. For example, “Outreach campaign for [Lead Name].” Include components like text displays, data fields for input, and record lookups to enrich the interaction.
Enhancing User Interaction
Custom Fields and Data Capture: Customize screens to collect specific information critical to your business processes and ensure these fields are designed to capture the necessary data formats (e.g., currency, numbers).
Guided Data Entry: Provide clear instructions and use conditional visibility for fields to guide users through the data entry process efficiently. Use drop-down lists, date pickers, and validation rules to enhance data quality.
Advanced Configurations
Multi-Module Integration: Design kiosks that interact with multiple CRM modules, allowing for complex workflows that cross typical module boundaries. Example: A kiosk might start with lead data, check contact records, update opportunities, and finally interact with the customer support module.
Workflow Management: Use decision blocks extensively to manage the flow based on dynamic inputs and conditions. Set up notifications and actions that can automate tasks like sending emails or updating records based on the outcomes of the kiosk interactions.
Testing and Deployment
Test Your Kiosk: Before full deployment, conduct thorough testing to ensure all parts of the kiosk work as expected. Involve end-users in testing to gather feedback and make necessary adjustments.
Deploy and Monitor: Once tested, deploy the kiosk for wider use. Monitor its performance and user feedback to continuously improve the workflow.
Need more guidance? Check How to configure Kiosk inside a module?
The Kiosk Studio in Zoho CRM is a powerful tool for managing detailed and structured processes. By following these best practices, you can design a kiosk that not only meets your business needs but also enhances data integrity and user experience within your CRM environment.
If navigating the Kiosk feature seems daunting, our team is here to provide dedicated guidance and assistance. Check our Zoho CRM Consulting Packages for more details.
