Zoho SalesIQ - Short Review

Communication Tools

Zoho SalesIQ is a comprehensive customer engagement platform designed to help businesses efficiently engage with their website visitors and customers in real-time. Here’s an overview of what the product does and its key features:

What Zoho SalesIQ Does

Zoho SalesIQ combines live chat, website visitor tracking, and advanced analytics into a single, unified tool. It enables businesses to engage with prospects and customers at every stage of their journey, from initial website visits to conversion and beyond. This platform is tailored to enhance customer engagement, streamline sales processes, and improve overall customer experience.



Key Features and Functionality



Live Chat

  • Real-time Chat: Engage with website visitors instantly through real-time chat, allowing for immediate responses to queries and concerns.
  • Proactive Chat: Automatically trigger chat invitations based on visitor behavior and predefined rules to initiate conversations proactively.
  • Chat Routing: Route chats to the appropriate team members based on visitor needs and agent availability, ensuring that the right person handles each inquiry.


Visitor Tracking

  • Real-time Monitoring: Track and monitor website visitors in real-time to understand their behavior, preferences, and interactions with your website.
  • Lead Scoring: Assign scores to visitors based on their interactions, helping to prioritize leads and focus on those most likely to convert.
  • Visitor History: Access detailed visitor history to gain insights into their journey and past interactions with your website.


Analytics and Reporting

  • Performance Insights: Derive meaningful insights from the data available in Zoho SalesIQ to identify what prospects are most interested in on your website. This helps refine marketing efforts and evaluate prospect engagement.
  • Scheduled Reports: Automate the generation, scheduling, and delivery of visitor reports to your inbox, providing regular updates on website activity and engagement metrics.


Integration and Automation

  • CRM Integration: Seamlessly integrate with Zoho CRM to sync prospect data, view, add, access, and manage lead and contact details in both applications. This ensures total customer engagement and easy data accessibility.
  • Automation: Use Zobot, a low-code bot builder, to execute custom actions and responses related to marketing, sales, or support processes. This includes collecting prospect data, triggering targeted email campaigns, and initiating one-on-one chats with the right agents.


Multilingual Support

  • Real-time Translation: Converse with prospects in their native languages using real-time translation features, which translate chat messages into English and back into the sender’s original language.


Additional Features

  • In-app Chat: Extend live chat support to mobile apps using Mobilisten, the mobile SDK available for Android, iOS, and React Native.
  • Customization and Branding: Personalize the chat widget with your company’s logo and favicon, and configure business hours for the chat widget.
  • Advanced Tools: Include features like audio calls, screen sharing, file sharing, and voice notes within the live chat window to enhance customer interactions.
  • Security and Compliance: Offer features such as credit card masking to protect sensitive customer information.


Scalability and Flexibility

  • Industry Versatility: Suitable for various industries including startups, e-commerce, financial services, travel, real estate, education, restaurants, and manufacturing.
  • Third-party Integrations: Integrate with major content management systems, e-commerce platforms, and third-party applications like ticketing and email marketing tools.

By leveraging these features, Zoho SalesIQ helps businesses streamline prospect engagement, convert leads into customers, and enhance overall customer experience through a user-friendly and highly customizable platform.

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