Zoho Sales IQ Overview: Customer Engagement Platform

Zoho Sales IQ is a Customer Engagement Platform. Zoho Sales IQ identifies visitors visiting your site accessing your product, keep them engaging with the automation tools and helps Businesses, communicate with them via message, audio call, email, etc. Sales IQ also supports Businesses by deploying a high-powered full-time bot that can hold your online business running 24X7. Zoho Sales IQ is a platform that can help you boost your sales, support sales and marketing activities on your business website/application.

It offers a suite of tools including:

Live Chat: Enables real-time conversations with website visitors, providing immediate support and answering questions.
Chatbots: Automate interactions with visitors using AI-powered chatbots to qualify leads and answer basic inquiries.
Visitor Tracking: Analyzes visitor behavior on your website, understanding their interests and journey. This data helps personalize interactions and target relevant content.
Lead Scoring: Assigns scores to website visitors based on their actions, helping prioritize high-potential leads for sales teams.

Zoho One Inclusion:

Zoho One is a comprehensive suite of Zoho business applications. While not included in all Zoho One plans, some higher tiers do bundle Zoho SalesIQ alongside marketing, sales, and customer service tools. You can check your specific Zoho One plan or contact Zoho for confirmation.

Zoho CRM Integration:

Integrating SalesIQ with Zoho CRM streamlines your sales process. Live chat conversations and visitor data from SalesIQ automatically populate CRM records, providing valuable context for sales reps. This two-way sync ensures both platforms have the latest information for efficient lead nurturing and conversion.

Adding SalesIQ to Your Website:

Adding Zoho SalesIQ to your website is a simple process. Once you have a SalesIQ account, you’ll receive a code snippet to embed on your website. This code creates the chat widget that visitors will see. Zoho provides clear instructions and support to guide you through the setup process.

What can I do with Zoho Sales IQ?

1. If you have a website or a web-based product, on a desktop/mobile you can use Sales IQ to:
2. View who your visitors are and what they do on your site/app: you can track, filter, engage, and segment every visitor on your website/application.
3. Capture and convert leads: Automatically get more leads from your website. Use bots to qualify, route and schedule meetings, and chat with your best leads in real time.
4. Onboard and engage visitors: Turn more sign ups into active, valuable customers with intelligent triggers.
5. Turn your chat window into self-servicing support: Create and share content to help people better understand your product.

Why should Businesses use Sales IQ?

1. For Sales teams: who would want to talk to logged out website/app visitors and to answer their questions and convert them as customers.
2. For Product management teams: use to get product feedback and insight into how users engage on their website/app.
3. For Marketing teams: who want to send targeted messages to the right users at the right time based on their behavior on the site/app.
4. For Support teams: who are in need of a smarter solution than email to provide better support with messages and calls to their customers.