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Zoho

SalesIQ

Accounting & Financial | Accounting Software
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Product Overview

  • Discover the future of customer engagement
  • Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live chat and analytics platform promotes proactive customer engagement, allowing you to initiate the right kind of conversation at exactly the right time.

Specifications

  • Marketing
  • Expand your market reach with SalesIQ. Approach and interact with different prospects across borders and various sources in one place.
  • Grab their attention with tailored messaging
  • Engage every prospect that visits your website. Set up automated triggers for different scenarios to initiate a chat with visitors at exactly the right moment. Strike up a conversation with prospects by sending a message or showing a custom banner based on their areas of interest and how much time they've spent on your web pages.
  • Engage and route prospects with full context
  • Get an overview of each prospect’s areas of interest by analyzing which pages they’ve visited and what they've said in previous conversations with your agents. Use those insights to respond with relevant information or route them to the perfect live chat agent for their particular needs.
  • Integrate with major marketing apps
  • Connect Zoho CRM with Zoho SalesIQ to view, add, access, and sync prospect data from both applications. This powerful two-way sync ensures your data is easily accessible at all times. Use the contact information available in Zoho CRM to send targeted emails and newsletters to your prospects, thanks to our integration with Zoho Campaigns.
  • Analyze how your content performs
  • Derive meaningful insights from the data available in Zoho SalesIQ to identify what your prospects are most interested in on your website. Use that information to refine how you promote your products or services and then evaluate prospect engagement to further focus your marketing efforts.
  • Schedule visitor reports
  • Get a list of your website prospects sent straight to your inbox. Automate Zoho SalesIQ to generate, schedule, and deliver these reports to you in the format of your choice.


  • Sales
  • Experience better sales and rapid lead conversion with minimal effort. Captivate your prospects with proactive customer engagement using SalesIQ.
  • Let a bot handle the small talk
  • Create and use customized chatbots that can engage your customers in small talk and answer basic questions with relevant responses, saving your agents valuable time.
  • Segment and match leads to your sales reps
  • Direct leads to the agent who's best equipped to answer their questions based on which sections of your website each lead spent time on. SalesIQ's customer engagement analytics give your agents an overview of each lead's engagement history with your brand to provide better context for their conversation.
  • Switch to a call with the click of a button
  • Sometimes the difference between landing the sale and losing the lead is just a simple phone call. Show your prospects how much they matter by connecting instantly over an audio call launched right from your live chat window. 
  • Integrate with CRM for better data
  • Easily access your lead and contact details with the Zoho CRM integration in Zoho SalesIQ. This powerful two-way integration ensures total customer engagement as prospect data is synced and available in both apps for quick reference. Target and engage these leads to turn them into customers. 
  • Prioritize your engagement with lead scores
  • Identify which prospects are most likely to convert with SalesIQ's lead scoring feature. Set your own custom scoring rules to ensure your live agents only spend time with genuine prospects.
  • Translate conversations in real time


  • Support
  • Get through support tickets faster. Provide smooth, real-time assistance to your customers with SalesIQ.
  • Automate your support with custom chatbots
  • Leverage the power of automation by using our highly customizable, low-code bot builder. The automated assistants you create can answer a customer’s initial queries, make small talk, display articles, and more before a live support agent is available to take over.
  • Integrate with your help desk
  • Pair your help desk software with Zoho SalesIQ’s live chat so support agents can address existing support tickets, create new ones, and even screen share with customers while chatting, all within Zoho SalesIQ.
  • Support your mobile experience
  • Have a mobile app? Ensure that customers get the same advanced live-chat experience that they're accustomed to on your website. Mobilisten by Zoho SalesIQ—our SDK for iOS, Android, and React Native platforms—enables mobile users to initiate a conversation from directly inside your proprietary app. 
  • Transfer tricky support sessions to an audio call
  • Get the perks of phone support without the hassle of complicated installations. Make an audio call from the Zoho SalesIQ chat window to get a complete account of your customer's issues so you fix their problem fast. 
  • Support your customers with fewer agents
  • Automate more of your support interactions by adding FAQs, canned replies, small talk, business terms, and help articles to Zoho SalesIQ. The chatbots you set up can use this data to quickly respond to your customers.
  • Set up advanced monitoring and reports
  • Oversee the progress of your newly trained support reps using chat monitoring, or get a bird's-eye view of your entire team with our easy-to-use monitoring dashboard. The feedback and reports modules in Zoho SalesIQ can paint a picture of your agent’s performance with just a click.


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Janani
Reviewed on July 6, 2023

Good

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