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Showing posts from September, 2024

Kiosk Studio: Step-by-Step Guide

Zoho introduced a Kiosk studio within Zoho CRM, which has developed a design that streamlines and simplifies different tasks without being dependent on specific records. Unlike designs that activate processes based on certain records, kiosks function on their own, offering a high level of flexibility. This capability is especially useful for activities that involve user engagement, like directly adding new deals to the pipeline from the CRM homepage dashboard. What is Kiosk Studio? Kiosk Studio is a user-friendly no-code customization platform within Zoho CRM that enables administrators to make tasks easier for their users, clients, and suppliers by developing and integrating unique features known as kiosks throughout the CRM. Elements of Kiosk A kiosk consists of several fundamental components known as  Screen, Decision, and Action , which are incorporated, set up, and linked in various manners. 1) Screen A screen shows the user information, data from the CRM, data gathered from e...

Benefits of Having the Right Zoho Implementation Partner over Freelancer?

Benefits of Having the Right Zoho Implementation Partner over Freelancer? In today’s business world, technology plays a critical role in improving efficiency and streamlining processes. Customer Relationship Management (CRM) software is one such technology that has revolutionized how businesses operate. There are many CRM software available in the market, but one of the most popular and comprehensive solutions is Zoho CRM. What is Zoho Implementation? Zoho implementation refers to setting up and configuring Zoho’s suite of applications for an organization’s specific business needs. Zoho offers a wide range of cloud-based software applications, including customer relationship management, project management, accounting, human resources management, and many more. Zoho Implementation typically involves several steps including Identifying business requirements and selecting the appropriate Zoho applications.  Configuring and Customizing the applications to meet business-specific require...