Zoho SalesIQ Implementation Support And Guidance

Zoho SalesIQ Setup: Get Proactive With Your Customer Engagement Efforts

The worth of inbound traffic to businesses is relative. Here’s what we mean: a large, heavily funded company might be content with a 1% or 2% lead conversion rate because they have hundreds of thousands of website visitors monthly.

However, if you’re bootstrapping your small or medium-sized business, your inbound traffic is worth far more to you – every web visitor matters, and converting them into leads and eventual customers is most likely your priority.

At the heart of an effective lead generation strategy is intuitive and personalized customer engagement. If your business can successfully create an ecosystem that anticipates your web visitors’ behaviors and delivers a tailored experience to them as they navigate your website, you’ll be able to increase your conversion rate significantly.

Seems daunting? You don’t have to do it manually. You don’t need a large team of staffers to achieve customer-centric engagement. All you need is the right tool. And Zoho SalesIQ is that tool.

What Is Zoho SalesIQ?

Zoho SalesIQ is an all-in-one customer engagement, live chat, and analytics software that allows you to engage every category of your target audience – web visitors, prospects, leads, customers – at the stage they are in the buyer’s journey.
In a world that is becoming increasingly buyer-focused, the role that tools like SalesIQ play in meaningful customer engagement can’t be overemphasized. Zoho Sales IQ is a tool that aims at converting website visitors to customers by providing a very tailored experience to each visitor. Using this tool will help you improve the levels of customer satisfaction by providing speedy customer support, aided in part by customizable automated chatbots.

Deep-founded Visitor Tracking

Zoho SalesIQ has intelligent features that allow you to perform deep-founded trackings on your web visitors. This will help you understand how your web visitors use your platform, what pages they visit, what products they’re checking out, and the solutions to their pain points they spend more time learning about. Through this intelligent tracking, you can collect data that will help you engage each customer in a personalized way.
Zoho SalesIQ’s deep-founded visitor tracking feature also allows you to pre-set criteria for lead scoring. These pre-set criteria that Zoho SalesIQ makes available include lead source, time spent per page, current page, location, among others. Through this website-analytics lead scoring, your sales team gets notified of newly generated leads that fit your ideal customer profile, thus allowing them to put in sales calls right on time.

Multi-option Smart Chatbots

According to stats from Comm100, on average, prospects and buyers rate chatbot-only chats at 87.85% over 100%. Chatbots are almost an indispensable element of effective customer engagement. Thanks to Zoho SalesIQ, you don’t need coding skills to create your proactive and responsive chatbots.
You can create chatbots using intuitive no-code tools. You can also opt for Zoho Sales IQ’s answer bots, which are Natural Language Processing-trained chatbots based on Zoho’s powerful AI Assistant, Zia.
Furthermore, Zoho Sales IQ caters to programmers who would rather code complex, super-intuitive and proactive chatbots. You can create custom chatbots based third-party platforms like IBM Watson, Dialogflow, or Zoho’s Zia Skills. Zoho also allows you the freedom to connect your bots and its logic flows to Zoho’s webhooks.

Varied Communication Modes

Zoho SalesIQ empowers your prospects and customers and puts them at ease while they engage your brand by offering them varied communication modes. Whether they’re the chat type, the voice call type, or the video call type, Zoho SalesIQ has got you!

What’s more? If you’re a SaaS startup, Zoho SalesIQ’s integrated Zoho Assist allows you to request remote access to your customer’s dashboard or account to resolve their issues.

Personalized Resource Bank

Sometimes, all your prospects or customers need is a resource bank they can visit when they have some issues they need to resolve. There are some people who love resolving issues themselves – and Zoho SalesIQ allows you to cater to this category of people by building a resource bank.
This especially works if you’re a SaaS or platform-based company. Resources you can create for your Zoho SalesIQ resource bank include documentations, FAQs, helpful articles, and answer bot resources.

Efficient Contact Management

Zoho SalesIQ is has an efficient contact management feature that deploys its AI capabilities based on the type of business you operate – whether it’s B2B or B2C.
For B2B businesses, Zoho SalesIQ helps uncover your website visitors’ company by leveraging their company email. You can further uncover details by integrating third-party data scraping tools like ClearBit into your Zoho Sales IQ.
If you run a B2C company, you can gain access to your categorized contacts in your Zoho SalesIQ account with elaborate details such as their email, past activity, and chats.

Zoho CRM Integration

To get a more holistic map of a customer’s journey and how your efforts across sales and marketing have contributed to the customer’s journey, you can integrate your Zoho SalesIQ into your Zoho CRM account.
This way, you can target your leads with fuller information and get real-time notification of your leads’ activities on your website and their engagement with your company.
Your sales teams can also clock into your CRM data and leverage insights from these data to engage your leads in a personalized, valuable, and contextually appropriate way to get you better results.

Helpdesk Integration

Zoho SalesIQ doesn’t only integrate into Zoho CRM – you can also intergate your Zoho Desk account into your Zoho SalesIQ to bring all your interactions with a customer on one platform. That way, you can keep tabs on your relationship with them and their complaints and stay up-to-date with each customer.
Have you ever been in that irritating situation where customer support staffers had no inkling of what your issue is because it wasn’t the person you spoke to the last time?
Your company can avoid situations like that and further win customer loyalty when you connect Zoho Desk and Zoho SalesIQ to give detailed and informed responses to customer requests and complaints.

Chat Targeting and Routing

You can drastically reduce the time your customer support team spends on recurring tasks by leveraging Zoho SalesIQ’s chat targeting and routing feature. This feature allows you to set chat triggers that automatically send out personalized messages once your web visitors or prospects meets the conditions for your preset triggers – whether it’s the time spent on a web page, CRM data, or number of visits within a specified period.
This way, you’re able to meet your prospects’ content needs at the right time and the appropriate point – thus increasing your chances of converting or retaining them.
This feature also allows you to route customer complaints to the right quarters by leveraging pieces of info such as customer location, the landing page they’re on, among other vital details.

Team Collaboration

Your staffers can collaborate across several teams to deliver a holistic and memorable customer experience using Zoho SalesIQ. These capabilities of the team collaboration feature of this platform include group chat, chat transfer, agent-to-agent chat, and message board.
Thanks to these functionalities, your staffers can collaborate, support each other, give info, help out with a difficult situation, and deliver an overall good experience that’ll increase brand loyalty among your customers and help you retain them as recurring customers.

Proactive and Reactive Abuse Management

You can manage your company’s interactions with your prospects and visitors by controlling how much access cyberbullies have to your company – even if they might have patronized your brand.
Zoho SalesIQ allows you to map out boundaries where you draw the line by flagging off some words. Once you flag off these words, the Zoho SalesIQ embedded AI bots automatically block off IP addresses that use these words.
Also, your agents can manually block off abusive bullies parading themselves as aggrieved customers.

Zoho Analytics Integration

Connect your SalesIQ account to your Zoho Analytics to get detailed analyses of how your customer engagement efforts affect your overall sales revenue, and customer acquisition and retention.

Zoho Mobile SDK

Great customer experience and customer-focused engagement don’t have to be limited to your website alone. You can take also deliver efficient customer engagement initiatives within your apps for customers who use your apps more than they use your website. Thanks to Mobilisten, Zoho’s Software Development Kit, you can deploy in-app messaging for several types of mobile operating software, including Android and iOS.

Reports and Monitoring

Whether it’s daily or monthly, you get to choose when and how you want to receive reports on your team’s performance.
You can also put the chat-monitoring process in motion. Which allows you to follow your team’s engagement with prospects and customers in real time.
This way, you can note lapses and address them according;y. Furthermore, this gives you insights into areas where your team’s lacking and how you can help them improve.

Mobile Apps for Your Agents

Your agents don’t have to be at desktops all day to engage your customers and prospects. Thanks to Zoho SalesIQ’s Android and iOS apps for agents, you can engage your customers round-the-clock.

Why Do You Need Zoho SalesIQ for Your Business?

If you’re a customer-centric company that’s big on meeting customers at every touchpoint in the buyer’s journey, you’ll find Zoho SalesIQ an incredibly valuable to your business operations.
Zoho SalesIQ is excellent for you if you run a small or medium-sized business because its capabilities allow you to run your business efficiently with minimal resources. You can easily scale your business without having to hire more staffers.
Zoho SalesIQ also helps you get better at and more proactive in your customer support services. It makes available product capabilities that allow you to draw deep-founded insights on your customers’ behaviors, thus knowing the right way to respond for a good customer experience.
When you partner with Zoho Consultants like FBurg CRM that have years of experience implementing Zoho products for companies like yours, you’ll uncover product capabilities that suit your business goals and objectives – capabilities you might not have thought that Zoho SalesIQ has.

What Are the Competitors of Zoho SalesIQ?

Zoho SalesIQ competitors include Zendesk Support Suite, Drift, Intercom, LiveChat, HubSpot Marketing Hub, and Freshdesk.
As with other Zoho products, the strongest points users make for Zoho SalesIQ against its competitors it that it helps them reach their ROI faster and yet at a more affordable price.
Another plus to opting for Zoho SalesIQ as against its competitors is that it allows for easier integration with other products in your tech stack – be it your CRM, analytics tool, or email marketing tool.

Why Choose FBurg CRM for Your Zoho SalesIQ App Implementation and Support?

There are many Zoho partner agencies out there, and some will make unrealistic promises to you. As you browse the pages of some of these partners, you’d be able to tell that they’re more concerned about how many clients they can bring in than how well they can set up their clients for success.
FBurg CRM is different, and here are the things that stand us out from others:

Customer-focused services​

Our mission at FBurg CRM is to understand your business goals and create an ecosystem that allows you to pursue those goals effectively and generate the desired results for your business.

Expertise laced with experience​

We have both the expertise and experience to help you create what works, having worked with hundreds of small- and medium-sized businesses. At FBurg CRM, our services are not limited to helping you utilize the functions and features of Zoho SalesIQ.

Result-focused and personalized set up and configuration

We will go over and beyond to create processes that will help you leverage the software and configure it in a way that will help you get the best out of it based on what you need to succeed as a business in your industry.
The thing is, Zoho has a plethora of features, and not all businesses need all the features of Zoho SalesIQ. At FBurg CRM, we will help you tap into the features that will help you achieve your desired results quickly and repeatedly drive success for you.
If you had previously hired a Zoho partner agency to configure your Zoho SalesIQ account but the setup is not driving you the results you need and you believe you can get more from the platform than what they did for you, FBurg CRM can help you clean up your Zoho SalesIQ dashboard and reconfigure it so the product works in a way that aligns with your business goals.

Continued Customer Support

At FBurg CRM, we walk the talk. We value customer relationships and you can rest assured that our team will be there to support you and help you take advantage of the latest Zoho SalesIQ features for your business success.

Extensive competitor migration

We also offer extensive competitor migration from pricey third-party software you currently use to the Zoho SalesIQ alternative, such as migrating from you from HubSpot Sales Hub or Salesforce or Zendesk Suite to Zoho One, which automatically has a Zoho SalesIQ integration at a way more affordable price, compared to your current product.
And what’s more? You don’t have to worry about losing your data and vital details during migration. FBurg CRM has years of experience helping companies like yours migrate to more affordable and better tech stacks – with no loss.

A smooth onboarding process

FBurg CRM is not just concerned about helping you set up your Zoho SalesIQ account. We will also give you an onboarding tailored toward your team’s strengths and expertise.
This onboarding will allow you and your team members to understand how to use leverage the personalized setup we made for you for your business’ success.
You can delve into the world of Zoho SalesIQ and try to make sense of it yourself. However, getting a certified Zoho partner with years of experience on board will help you get the best Zoho SalesIQ plan based on your business size, plans, data size, and goals.
Furthemore, working with us means you can get training for your team on how to use Zoho SalesIQ and collaborate for company success. We can also train your in-house tech staffers on how to track some important metrics.
Beyond selecting the best plan, we will also get you the setup and configuration that will help you generate meaningful results and ROI for your sales and marketing efforts.
Ready? Reach out to our team of Zoho experts now to get started with the first step!