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Zoho SalesIQ implementation: live chat and visitor insight on your website
Operion is a Zoho partner and sets up Zoho SalesIQ for SMEs that want to use their website to answer questions and capture leads. What a visitor says ends up in Zoho CRM rather than in a separate chat window.
What it does
What Zoho SalesIQ does
With Zoho SalesIQ you place a chat window on your website. A colleague answers questions live, or a chatbot does so outside office hours and passes the visitor to an employee when it gets too difficult.
You see who is on your website, which pages someone views and where they came from. That lets you approach a visitor at the right moment, instead of waiting for a form to arrive.
Who it is for
Who Zoho SalesIQ suits
It suits SMEs with a website that produces questions or enquiries: a webshop, a service provider or a company with a product line that needs explaining. It fits best when someone can respond during office hours.
If your site has few visitors or nobody can answer a chat, it brings more annoyance than benefit. We will tell you that in the intake.
Set-up
Choices in the set-up
These are the choices we make with you during the intake:
Who answers
Which colleagues pick up chats, at which times and what happens outside those times.
Chatbot
Which questions the bot answers itself and when it brings in an employee.
Which pages
Where the chat window appears and when a visitor is approached.
Capturing details
Which details you ask a visitor for and how they reach Zoho CRM.
Privacy and cookies
How tracking visitors fits your cookie banner and privacy statement.
Connections
Connections that matter
With Zoho CRM, a chat becomes a lead or a contact, and a salesperson sees on the relationship what was said in the chat. An existing customer is recognised, so the colleague knows who they are talking to.
Zoho Desk can turn a chat into a ticket and Zoho Marketing Automation uses visitor behaviour for lead scores. For other programs we look in the intake at what is available.
Which integrations exist and which do not is explained on integration.
With other apps
Works with the other Zoho apps
Zoho CRM
CRM for pipeline, quotes and customer contact.
See Zoho CRMZoho Marketing Automation
Customer journeys across channels, lead scores and handover to sales.
See Zoho Marketing AutomationZoho Desk
Customer questions as tickets, with assignment and a knowledge base.
See Zoho DeskGood to know
Zoho SalesIQ and Zoho CRM together
SalesIQ is worth most combined with a CRM, because a chat without follow-up disappears. That is why in the set-up we start with what has to happen after the conversation.
If you do not have Zoho CRM yet, we look in the intake at whether that fits as a first step.
Licences
Licences and pricing
The licences and current prices of Zoho SalesIQ are on the Zoho pricing page. During the intake we decide which plan fits you.
Questions
Frequently asked questions
Does someone always have to be ready to chat?
No. Outside the times you are reachable, a chatbot or leaving a message can take over. Together with you we set who responds when.
Can SalesIQ put chats into Zoho CRM?
Yes. A chat can create a lead or contact, and the content of the conversation is stored on the relationship. Which details we ask for, we decide in the intake.
Is tracking visitors allowed?
Only with the consent your website asks for. We align the settings with your cookie banner and privacy statement. Your own lawyer decides what is required for you.
Is Zoho SalesIQ part of Zoho One?
Yes, Zoho SalesIQ is one of the apps in Zoho One. You can also take it on its own.
What happens after go-live?
After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.
Answer questions on your website while the visitor is there?
Tell us which questions visitors ask and who can respond. We will tell you how Zoho SalesIQ and Zoho CRM help with that.