Zoho SalesIQ and Salesforce CRM: Improving sales performance

With the aid of CRM software, sales teams can easily track and nurture prospects as they move through the sales funnel, which increases conversion rates. Additionally, it aids in keeping track of customers’ interactions with the company, assisting onboarding teams, account managers, and customer support teams in their efforts to deliver a consistent customer experience across the board.

However, sales isn’t a stand-alone division or job in a company. In spite of the fact that your sales staff will have a better probability of converting prospects, it’s crucial to have features that cover the front and back ends of the funnel: marketing and support operations.

You need marketing and customer service capabilities like visitor identification, live chat, chatbots, and analytics to make it a fully functional tool for your company. Integrating Such a solution would increase your CRM’s operational capabilities, turning it into a comprehensive platform for offering the most excellent possible customer experience.

Describe Zoho SalesIQ. 

A live chat tool for support teams at its core, SalesIQ’s broad functions give marketing teams access to services like:

  • Visitors are identified as live 
  • leading scorer
  • preventative triggers 
  • inclusion of IM channels
  • AI and programmable bots

SalesIQ may assist in directing visitors from the top of the funnel to the post-purchase stage and touch every point of contact between businesses and their customers.

SalesIQ enhances the value of Salesforce CRM because it is there throughout the whole prospect’s journey, even after they have converted to customers.

Any weaknesses your company may have can be fixed with the native integration offered by SalesIQ to your Salesforce CRM. Total control over your funnel gives you an advantage for improved lead creation, nurturing, and conversion.

For Zoho SalesIQ, get Salesforce CRM

The advantages of combining SalesIQ and Salesforce CRM 

Salesforce CRM doesn’t cover marketing or customer service. Here are some capabilities of the SalesIQ-Salesforce CRM integration:

Lead creation and prospect identification 

Businesses may find out information about their visitors with SalesIQ, including their names, locations, actions, amount of time spent on the site, the pages they visited, and more. Analysing how your prospects interact with your material will help you distinguish them from regular visitors.

Lead Scoring allows you to categorise prospects into hot, warm, and cold leads and transfer their data to Salesforce CRM to aid sales teams in converting leads more quickly.

Warm, returning leads should be retargeted. 

The SalesIQ integration can be set up to alert you when identified leads return to your website as they are pushed to Salesforce CRM. You can target those repeat customers with offers using Proactive Triggers to maintain their interest.

Personalization and automation 

You do not need to manually create leads and identify prospects. For setting up, SalesIQ includes built-in automation possibilities. It also has a variety of bots—for example, coded and codeless ones—and AI to develop automation and personalization rules and deploy them on a large scale.

Integrated unity 

SalesIQ and Salesforce can connect with one another without any issues thanks to the native integration that is offered, acting as a single platform. Support agents can push leads or contacts they are conversing with into Salesforce CRM from the chat window using widgets. The widget also allows agents to view a customer’s information and previous interactions when they interact with your support. 

Chat in your email signature for faster and better communication 

Email signature chats function like a personal chat ID that you can use to communicate with anyone. When sales teams follow up with prospects, using shared email signatures enables them to communicate with the salesperson immediately rather than via standard email.

You may get a comprehensive understanding of the journeys of your prospects and customers by integrating SalesIQ with Salesforce CRM. It guarantees a steady stream of leads for Salesforce CRM, giving converted customers a consistent customer experience. 

If you’re interested in finding out more about what SalesIQ can accomplish for Salesforce CRM users, visit our integration page.


Leave a Reply

Your email address will not be published. Required fields are marked *

2nd floor, SEBIZ Square, IT Park, Sector 67, Mohali, Punjab, India 160062