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Zoho Kiosk - A new and exciting workflow management tool 4 месяца назад


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Zoho Kiosk - A new and exciting workflow management tool

Exploring Zoho Kiosk: Workflow Automation for Your Business The video presents an in-depth walkthrough of Zoho Kiosk, a new workflow automation tool introduced by Zoho CRM, highlighting its features and potential implementations. It also highlights the similarities and differences between Zoho Kiosk and Salesforce Flow. The narrator then outlines the process of creating steps and stages in Zoho Kiosk, using decision diamonds to guide the business flow based on factors like new vs existing customers and deal size. The video then showcases how to create action items to implement business tasks, such as sending thank you notes or gifts to customers based on deal size. Towards the end, certain limitations of Zoho Kiosk are pointed out, including lack of version control, metadata access and complex actions. 00:00 Introduction to Zoho Kiosk 00:21 Exploring Zoho CRM Settings 01:00 Comparing Zoho Kiosk and Salesforce 01:56 Setting Up a Workflow in Zoho Kiosk 03:00 Creating Decision Rules in Zoho Kiosk 04:40 Adding Actions to Your Workflow 05:40 Limitations of Zoho Kiosk 06:28 Conclusion and Further Resources We are Zoho Partners. We can help you get the most out of your platform investment and help you take your business to the next level. Work with us: https://relevate.com.au/zoho-one/ #zohopartner #zohoexpert #zohoone

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