Zoho SalesIQ
Create customized messages and analyze content performance with Zoho SalesIQ
Zoho SalesIQ is an application for tracking website visitors, live chat, and marketing automation. It’s ideal for any sales, marketing, or customer success team looking to create meaningful real-time interactions with website visitors and leads. If they filled out a Zoho integrated form, you can track their actions on your website in real-time and link them to a CRM Contact or Lead record. You can also use a chat box pop-up to interact with them while they are on your website.
SalesIQ provides you with a real-time ordered visitor list depending on the parameters you choose, including information like their location, behavior, and time spent on-site, as well as a lead score based on your guidelines.
To increase conversions, selectively trigger interactions with potentials on high-intent pages.
Zoho SalesIQ Features
Reports and Analytics
Website Visitor Insights
Mobile SDK
Visitor Tracking
Smart Chatbots
CRM and Help Desk Integration
Contact Management
Agent Access and Mobile App
Record Chat History and Share
Team Collaboration
* Route Chats Automatically Based on Your Support Staff’s Availability, And Automate Responses to FAQs.
Zoho SalesIQ Features Explanation
Tracking Visitors and Chat History
Web visitor tracking gives you a comprehensive list of all your visitors, which you can define as hot, warm, or cold leads depending on your own criteria, as well as detailed visitor information like name, location, actions, and total time spent on your site. To personalize your prospect engagement, look over your visitors’ impressions of your site even before you connect with them.
Contact Management
Zoho SalesIQ classifies your website visitors as leads and contacts based on the availability of their email addresses. Their most recent activities and past talks are also highlighted. Zoho SalesIQ categorizes your website visitors in a flash. As a result, you may concentrate on prospects who have a legitimate and active email addresses. Their previous performance and communications are also displayed, allowing you to foster them in the future if necessary
Help Desk Integration
Zoho SalesIQ, when integrated with Zoho Desk, provides an all-in-one solution to convert chat messages into tickets and get actionable insights from chat conversations. With this integration, you can easily access past support conversations of your customers, which can help you respond to their queries faster and more effectively.
Zoho SalesIQ is the most reliable and effective customer engagement software for your business
Streamline Client Communication and Increase Sales using Zoho CRM (h3 ) Schema Article
Zoho CRM, the best CRM for lead management, can be readily modified to meet the demands of any type and size of business. You can also use Zoho CRM to improve lead qualification, activity recording with reminders, deal or opportunity pipeline management, and sales forecasting by using custom reports and dashboards.
Zoho SalesIQ Pricing Plans
The Best Application Software at an Affordable Rate.
Free
- File sharing
- Track and engage with 10K visitors/month
- 100 Chat sessions/month
- Canned replies
- Basic visitor information
- Mobile SDK
- Credit card masking
- Integration with Zoho apps
- Daily reports
Basic
- Features from FREE +
- Email signature chat
- Chat transfer and group chat
- Track and engage with 50K visitors/month
- 1000 Chat sessions/month
- 1 custom chatbot
- Departments
- Chat routing
- Articles and FAQs
- Proactive chat triggers
- Lead scoring and company scoring
- Business hours
- Branding
- Visitor side chat history
- Click to call & Screensharing
- Third party integrations (Salesforce, Zendesk, and Clearbit)
Profesional
- Features from BASIC +
- Data and action widgets
- Block IP
- Track and engage with 100K visitors/month
- Unlimited chat sessions
- 5 custom chatbots
- Telegram Messenger
- Whatsapp (invite only)
- Facebook Messenger
- Operator chat monitoring
- Apple TV app
- Weekly and monthly reports
Enterprise
- Features from PROFESIONAL +
- Company profile enrichment using Zia
- Track and engage with 200K visitors/month
- Abusive content management
- Cloud Telephony and PBX
- 10 custom chatbots
- Answer Bot Zia
Free
- File sharing
- Track and engage with 10K visitors/month
- 100 Chat sessions/month
- Canned replies
- Basic visitor information
- Mobile SDK
- Credit card masking
- Integration with Zoho apps
- Daily reports
Basic
- Features from FREE +
- Email signature chat
- Chat transfer and group chat
- Track and engage with 50K visitors/month
- 1000 Chat sessions/month
- 1 custom chatbot
- Departments
- Chat routing
- Articles and FAQs
- Proactive chat triggers
- Lead scoring and company scoring
- Business hours
- Branding
- Visitor side chat history
- Click to call & Screensharing
- Third party integrations (Salesforce, Zendesk, and Clearbit)
Professional
- Features from BASIC +
- Data and action widgets
- Block IP
- Track and engage with 100K visitors/month
- Unlimited chat sessions
- 5 custom chatbots
- Telegram Messenger
- Whatsapp (invite only)
- Facebook Messenger
- Operator chat monitoring
- Apple TV app
- Weekly and monthly reports
Enterprise
- Features from PROFESIONAL +
- Company profile enrichment using Zia
- Track and engage with 200K visitors/month
- Abusive content management
- Cloud Telephony and PBX
- 10 custom chatbots
- Answer Bot Zia
Zoho SalesIQ Frequently Asked Questions
Can a single SalesIQ code be used across many domains?
Absolutely, SalesIQ can be installed on as many websites as you want, and chats can be managed from one account. We recommend that you generate a unique live chat code for each website to avoid scammers. Because they may utilize your live chat code on their site to artificially increase the volume of chat on yours.
Is it possible to hide the chat widget on particular pages?
Indeed, you may turn off chat widgets on specific pages. The SalesIQ code should be manually added to each site so that the chat widget does not appear on sites where you do not want it to. If you want to keep track of who visits your page, use the tracking-only code.
Who is in charge of the chats? Is SalesIQ responsible for my chats?
Your chats are not managed by SalesIQ. Zoho provides both the software and best practices for using it. Internal operators or outsourced customer support agents can handle live discussions on your website.
Why can't I track my visits using Zoho Desk?
You could be a brand-new free plan user. By heading to you may either upgrade your SalesIQ plan or add tracking to your current package.
- Go to Settings > Chat > Associate Agents in Zoho Desk and add your agents to SalesIQ.
- To access the SalesIQ portal, go to Advanced Settings after you’ve added the agents.
- In the SalesIQ site, go to Settings > Operators and turn on tracking for each operator.
How can a user prevent chats from being sent to operators from specific countries' visitors?
Yes, you may set up SalesIQ to prevent visitors from contacting any of your operators if they come from a specific country. To automate, start by:
- From the drop-down menu, choose Settings > Automate > Chat Routing > Add.
- Make a name for your rule and a logo for it.
- The list of countries where chat should not be directed to operators in the condition is equal to Select Country.
- Select the Do not route option in the routing rules section.
- Save the document.