CRM scaling – Zoho’s Kiosk Studio builder
When it comes to extending CRM capabilities, widgets are the key tools. However, their development is usually time and resource consuming.
Even creating a relatively simple element, such as a window for sending messages with a “Send SMS” button, can take about 10 hours of development. This creates a barrier and slows down the process of scaling the system.
Zoho CRM offers an innovative no-code tool – Kiosk Studio
The creation and configuration of custom functions by administrators (so-called kiosks) streamlines processes.
For example, implement custom screens, make changes in CRM, launch functions, collect data from all modules in one place, and much more. This is a very flexible tool that allows you to quickly automate many processes.
Practical kiosk implementation examples:
- A kiosk for the immediate sending of vouchers to customers. With just one click, you get instant access to the information you need (customers, coupon templates, etc.) and quick execution of the operation
- By placing kiosks on the home page of your CRM, you can easily add a potential client and immediately request a test drive. Previously, these processes were performed in two separate modules, taking up a significant amount of manager time. By combining them, there’s only one step instead of several, streamlining and speeding up the process
- A kiosk can automatically collect and transfer all the necessary data located in various CRM modules to simplify the customer’s insurance policy update process
- You can create a kiosk for filling out a single application, while the CRM is responsible for automatically creating records in modules, sending emails and other related operations
- A kiosk used by sales representatives, allowing them to enter call details immediately after they’ve finished
- A kiosk with sales training materials, personalized recommendations and scripts for sales managers, that runs independently without the need for external services or programming. Contract confirmation steps can also be included. This tool not only collects data on the screen, but also allows processes to be created within the window itself
In summary, the kiosks discussed are a useful tool that can be adapted to the specific needs and requirements of each company. Their use can be a significant factor in increasing competitive advantage and achieving the company’s strategic goals.
Got Questions? We’ve Got Answers
What is Zoho CRM Kiosk Studio?
Kiosk Studio is an innovative no-code builder within Zoho CRM that allows users to create custom, interactive screens (kiosks) without writing complex code. It acts as an alternative to traditional widgets, enabling administrators to build unique interfaces that streamline specific business tasks.
How does Kiosk Studio help in scaling a CRM?
Scaling a CRM often requires adding custom functionality, which usually takes dozens of hours of development. Kiosk Studio removes this barrier by offering a no-code approach. You can quickly deploy new tools and automated workflows across your organization, allowing the system to grow alongside your business needs without the heavy cost of custom development.
What is the difference between a CRM Kiosk and a traditional Widget?
The main difference is development time and technical skill. Developing a custom widget—even for a simple task like a "Send SMS" window—can take over 10 hours of a programmer's time. A Kiosk can be configured by a CRM administrator using a visual interface in a fraction of that time, making it much more agile.
Can I use Kiosk Studio if I don't know how to code?
Yes, that is its primary advantage! Kiosk Studio is a "no-code" tool. It is designed for business owners and CRM analysts who want to implement custom functions and interfaces by themselves, without having to rely on external developers or learning programming languages.
How can car dealerships benefit from using Kiosks?
Dealerships can place kiosks on the CRM home page to combine multi-step processes. For instance, a manager can add a new lead and instantly request a test drive in one window. Previously, this would require jumping between two different modules, wasting valuable time.
Is it possible to collect data from different CRM modules in one place?
Absolutely. One of the most powerful features of Kiosk Studio is its ability to aggregate data from various modules into a single view. This is perfect for complex processes, like updating insurance policies, where info from "Contacts," "Policies," and "Payments" needs to be accessed and updated simultaneously.
