Zoho SalesIQ Reviews & Product Details

Salesiq its a great tool for customer support but not only. With it you can track the users you got on your website, do scoring and also send their information to your CRM!

A little hard to configure some of the features.

Customer support chat and tracking

Es muy fácil de integrar en el sitio web y también es muy apreciable la interfaz de usuario muy intuitiva y la aplicación móvil que funciona bien. El esquema de precios es lo suficientemente flexible como para satisfacer la capacidad de las nuevas empresas y pequeñas empresas, ya que incluso hay un plan gratuito disponible.

Sería genial agregar diferentes canales de comunicación en lugar de tener todo separado: cambiaremos de SalesIQ a FB messenger ya que ya usamos Messenger y es un canal menos.

SalesIQ es una gran herramienta. Al integrarse con Zoho CRM, podemos seguir rápidamente las acciones de nuestros clientes y responder preguntas. Podemos ver cuánto tiempo necesita el cliente para pasar por el proceso de pedido y, cuando sea necesario, podemos personalizar el sitio. El seguimiento del número de visitantes y los resultados de su visita es fácil de seguir. En definitiva, una gran herramienta para nuestro departamento de ventas.

Daily Email highlighting website traffic and breaking it into useful nuggets of information. The same can probably be gotten from Google Analytics but Sales IQ makes it seamless

Data doesn't always agree with Google Analytics so there is some room for doubt as to who is right.

Connection to web activity, sales activity, sources of leads, sources of interest.

One message can be broadcast to a number of channels

Restrictions on reporting from Linkedin and no auto sizing for Instagram

Time on social media

I like the easy integration options with our eCommerce platform as well as other Zoho products we utilize like CRM, Projects, and Desk. Within just a few minutes you can have a new employee familiar, and up and running with this platform. Pre-built reporting is just what we need to track specific KPI's for our business. The ability to add AI with integrated chatbots (they call them Zobot's) is also a nice feature.

Like any system it seems to have its quirks. We do have times where the notifications to not alert our staff and end up missing chats because of this. I wish there was more flexibility to the layouts of the main dashboard. It allows you to visualize your visitors in either rings or a card view. Then when you click on a visitor you can see more info about them. It would be nice to be able to see additional info on visitors without having to click on each individual.

With Zoho SalesIQ we were trying to give our CSR team a bit more visibility into customer analytics and this allowed them to visualize basic traffic to the site. We also needed a chat system and this certainly fills that need. We also wanted a chat that would integrate well with our CRM (which is Zoho CRM), so this naturally filled that need. We have also began using the Zoho Desk platform for support ticketing and the integration with Desk has been well received so that we can automatically create tickets from any missed chats or chat topics that require escalation to another team.

Nos gusta y nos sirve mucho por que nos permite dar una atención personalizada y mas que agente de ventas tenemos asesores de ventas que ayudan a nuestros visitantes y clientes a tomar una decisión informada de los productos que mejor les servirán. Nos sirve para evaluar metricas junto con otras herramientas para hacer el análisis del ROI de nuestras tecnologias en la web

Algunas veces no respeta la asignación del lead al vendedor

Atencion personalizada e inmediata de los vistantes a nuestro portal, Analisis y segmentaciòn de visitantes y de conversiones.

The chat is cool. The crm integration is cool. the analytics are cool. colors are pretty rad too. Basically, what's amazing is that you can chat with people online but when you do chat, your chats are connected to their CRM profile so that you can recall their last purchase and what the last email campaign they got and if they opt-ed in or etc. so it's just wonderful

There's a lot of tech that needs to happen to make this work. I had my friend set it up for me with all the integrations but it was set up in a day. Also, some of the really cool features are only available on the higher plans.

Just makes it easier to sell things. when someone chats with me I know if they are a customer and what they've purchased last and what page on my site they are on. It also makes it easier for me to give support to my customers.

Zoho has made managing our customer database much easier and user-friendly. We are so happy to have found a program that meets all our CRM needs - and they have very friendly customer service!

It was a little difficult getting the hang of Zoho at first, but once we did it was great!

Managing our customers and notes has been much easier and more organized

The connectivity and speed; even at low network connection I could still engage online visitors

I hope my basic free package could include at least two web assistants

I'm engaging students and professionals in engineering software training

I love all kinds of analytics and it helps me see things in real-time.

There's so many ZOHO tools that it's a real struggle to get the most out of it and I wish things like this were more integrated as a whole.

It's good for answering customers questions.

I like that i can engage website visitors in real time.

It works well on my computer. But it either doesn't lert me on my phone or maybe I dont have it set up correctly. Also im not sure how accurate good historical data is.

I can capture website viewers in real time.

We're recommending Zoho sales IQ to our clients who want to increase their website conversion rates. In today's Marketplace more and more people want things instantaneously. The easier you make it for prospects visiting your website to get the answer they were searching for the more likely they are to convert into a new customer. We look forward to seeing our customers grow their business as they begin to implement monitoring your website traffic and asking visitors if they can help...just like they do when they answer their phones.

Initially it was difficult to install it on a WordPress site until I downloaded and added the WordPress plug and then it was easy

It brings the transparency of the web to our clients desktops it helps them to begin to understand the value of traffic generation and the importance of acting when it comes to converting suspects knocking on the door intoprospects and then into customers.

The software easily integrated into our WordPress setup, and quickly showed us current visitors and their entry/exit paths. The user display is easy to navigate and also integrates nicely with our ZohoCRM package that we have.

One thing that really gets on nerves, is that we can't block IPs from the stats. We use Site24x7 amongst other monitoring tools, which of course do perform connections which leave a mark on platforms such as Zoho SalesIQ as a potential visitor. If they were to incorporate the ability to block IPs and also more integration with other CRMs other than just ZohoCRM it would be a winner in our books.

Seeing who is on our site, what they were doing etc,. Google Analytics provides you with the obvious useful stats, but this dives in deeper.

Setup process for Sales IQ on WordPress was fast and easy. Wasn't sure what all was going to be involved, but this seems to be one of the better-developed Zoho products from their product line.

Would be nice if there was a way to remove the badge when "out of the office," automatically, on a schedule.

Sales IQ makes it easier to talk with customers who are actively on my business website, at thinkplanlaunch.com. Sometimes they'll submit an inquiry they wouldn't have otherwise submitted, since it's easy to initiate a quick conversation in real time.

The ability to interact in real time with my website visitors

I have not yet found a dislikeable feature

It helps open a line of communication with potential prospects, instead of just letting someone click to your website and leave because they don't understand something.

I currently use the free version, but from I have experienced thus far, it is very simple and the functionality is great. I look forward to upgrading and using it to the max potential, but for now, it is not in the budget.

The only thing I dislike is the limited capabilities on the free version, but that is understandable; CRM's should not be free... (at least good ones)

I just needed some software that allowed me to keep track of my progress on different prospects in a simple and effective way. I never miss deadlines and my follow up discipline has increased (which has ultimately increased my sales).

Price, new releases, Zoho 2016 features and UI

I think customer support could be a bit better. I'm not sure if it's the level we have, but it's really hard to just pick up the phone and call support. There is a chat, but half the time it sends an email instead of actually chatting, so you have to wait at least a few hours, sometimes 24, for a response. Once you receive support, it is generally very helpful though. Friendly people as well.

We have access to data that we didn't before. Reports and email integration have made seeing lead interaction simple.

SalesIQ allows my business to accurately track and interact with potential clients as they are viewing my website. Having the ability for them to easily leave me feedback and request product quotes even while I am not actively monitoring the website greatly enhances how I am able to deal with my customers.

A downside of using SalesIQ if that for my business I am often on the move and therefore unable to regularly be online to take advantage of the online chat functionality. This previously wasn't available via the mobile app but I believe that this is being worked on.

With Zoho Sales IQ I am enabling my company to offer greater interactivity and direct communication with my clients, monitoring what they are looking for and then potentially being able to step in and offer targeted quotes that are more likely to be well-received by my potential customers.

Knowing who exactly is visiting our site

I think the live chat function could be better implemented so that I don't need SalesIQ open to receive messages.

For us, it's good to know who is visiting our site and for how long on average. We also know that it's pretty common for folks to leave our tab open and forget about it!

Zoho CRM offers a large number of standard features and integrations in both the free and the professional subscriptions levels which helped me stay more organized while keeping my business costs. These included activity automation, email services, and the ability to make calls though the CRM with my USB headset. Also, the software allows for a tremendous amount of customization which is great if your business doesn't fit the standard B2B model. In addition, I found that I used the mobile app a lot. The geolocation feature helps me map my contacts on the road and plan my sales visits more efficiently.

It modules in the software are designed for a B2B company. Customizing the software for B2C usage is possible but time consuming. The level of customization can make the software seem overwhelming for the novice. There are just so many things this CRM can do. It is easy to use but it does take some time to tweak all the options to fit your business model. I did find the customer support links and videos very help and I was surprised when a live person followed up with me to address my questions very quickly

As a one person insurance sales company, I am out of the office daily to visit prospects; so, I would miss calls if I just relied on my office phone. I used the call integration feature to be able to click dial my leads through the CRM and forward return calls to my cell phone if I am on the road.