Zoho SalesIQ Reviews: 4.4/5 — Solid Choice

The best thing about SalesIQ is that it gives the benefits of two tools in one software - Analytics as well as chat.

some times the user goes into idle mode after inactivity. So that the visitor thinks that no one is online.

I can see realtime visitors on my website as well as chat with them.

Zoho offers a great way to communicate with customers that have questions from our website.

Zoho often reloads randomly, ending conversations with customers.

We are able to make sure that we can answer questions right away which is a huge benefit for business.

The best about Zoho Sales IQ is its very easy integration into the website, but what is also really appreciable is the very intuitive user interface and the well working mobile application

Unfortunately in the free version Zoho Sales IQ offers only a limited set of features and the paid subscriptions are quite expensive in the long term

I use Zoho Sales IQ mainly for its live chat feature (chatting with visitors for sales questions, support, etc.), but also for tracking visits to the website in real time

Integration of Projects Module with CRM Module.

limitations on Lead Scoring rules.4. KPI is not available.

Record for Leads, Accounts, Potentials, Deals, Tasks & Events can be maintained.Provision of creation of above records manually, through import facility or through Website forms.Conversion of Lead into Contact and Account.

Alerts! In the top right of every screen we see is an alerts tab that tells me if someone opened my email!! So much better than the tons of email alerts we used to get from Pardot. Chat! We can all chat with whoever comes onto our site, it prompts them to chat with us. If we miss the chat, it creates a ticket for us to call back!

How difficult it is to track anything back to the CRM. I feel there is a big disconnect between my agents and support.

Sales agent tracking is at an all time high. In salesforce who knew what they were doing, Sure we had reports we could create after hours of pain. But with Zoho, they pretty much make themselves!

Lots of customization capability, yet not expensive

Can't see the visitor path while someone is on your site, only that they are on your site for X number of minutes.

I sell a complex service...or a service that people don't understand without a conversation, since they can't know what they don't know. Live chat helps overcome the fear factor of reaching out to me.

I am happy to use Zoho products. We can start on budget as startup organisation .

Really this seems to be just right . So no complains

Funnel Management, tracking tickets

Accessibility, intuitive use and quick management allowed.

free management of leads' cards. more visual tools to pipe your opportunities

Sales management. Leads summary. Propect lists and client portfolio set.

The best thing about ZohoIQ its prowess as a lead generation tool, The data analytics results continue to be helpful in identifying potential clients.

RES Phorensics Consulting have experienced no major problems using ZohoIQ.

Achieving more relevant leads are the major benefits thus far.

I find Zoho SalesIQ very simple to use. I work for an IT Support Management company and we use this and other Zoho Products daily. The Zoho SalesIQ was simple to add to the website's source code. Be sure to place the code on all pages. It tells you this on the Zoho SalesIQ page, but I missed that the first time. I particularly like the pricing structure. We are a small company, and only need 2-3 users at most. We have started with the Free version, which includes 2 users, but plan to upgrade and continue at the Basic level (currently $19/mth). I encourage you to try this program for free or schedule a demo today. You won't be sorry!

Be sure you have complete access to your website, you will need to update HTML source code for this to work properly.

Increasing traffic on our website, and integrating it with CRM and Support softwares.

We have been using SalesIQ for almost 2 years now and we are still very satisfied with the service it has provided us. (especially for the price!) The support is always available if we have issues or need help setting something up. It is nice how SalesIQ integrates with the CRM so we can push our leads easily into it. SalesIQ is a solid tool for your online chat needs. I would definitely recommend this to anyone looking for an online chat solution.

Sometimes the data from Sales IQ is pushed into the CRM with the slightly wrong mapping. For example, the first name/last name don't get properly placed into the CRM which then causes some issues with outbound emails using those mapped fields.

Being able to answer customer inquiries right on the spot. Engaging our audience more effectively and providing our customers with more ways to engage with us.

It allows you to follow the visits of your website, the IP address and the route they're following... and everything on real time!!! It helps me a lot in order to better deal with potential customers and turn simple visitors into real customers (the chat feature is excellent for that).

The chat usability could be improved allowing simultaneous chat visible on the screen without clicking from one to another, but the rest is really good.

I'm better managing questions from visitors, planning agendas for my commercials' interviews, understanding the way the visitors deal with forms (go ahead or go out from those forms), improving my ability to turn visits into sales.

The live visitor tracking map is awesome for real time customer support and analytics. Also the ability to link visitor visit information back to Zoho is very powerful for gaining insight into what lead to a sell.

The visitor history log can not be sorted by visit date. For example I would like to be able to sort the log so I can instantly see the most recent visits and then graphing number of visits by date would be nice.

Before Zoho SalesIQ I had no way of monitoring website traffic live. I always had to collect data and review reports to see visitor information. Now I can monitor my site traffic live which gives me a lot of insight into my customers.

I'd try zoho in around 10 websites and the result was a great experience end-to-end, from the setup to the usability for the chat reps.

I would say that the availability of a mobile app version as the others Zoho products

Visibility of areas to improve in the website based on the website analitycs, and increasing channel of communication with website visitors (clients, employees and partners)

Zoho SalesIQ is a pretty handy set of tools that really help in managing online interactivity. I use the Visitor History to assess email promotions. This is a great tool as it shows you not only where the visitor is from, but all the pages the visitor clicked on - an important tool in determining the effectiveness of a web page.

I have to say that the filtering of SalesIQ could be a bit more streamlined and more intuitive. It's not bad, it's just a little confusing at first. I do wish that Visitor Actions showed how long the visitor stayed on the webpage as well as the path they visitor took while on the website.

The biggest problem solved was to see the reaction of email campaigns, generated in Zoho Campaigns. The Lead Score really helps me determine who I should pursue with followup email and phone calls. Saves a lot of time and help point me in the direction of solid leads. I can see how the other modules such as Chat History and Reports, could really be a real benefit to other business.

The integration between all of the Zoho ecosystem, allowing us to get rich information about prospects, and their relationship with our online campaigns and marketing strategies.

The technical support sometimes is not that great... as we have needed several contacts in order to solve simple questions or inquiries.

We are currently experimenting with a new marketing campaign involving a bigger budget in AdWords and Analytics, thus allowing us to use SalesIQ to know exactly where are our new leads and potential customers coming from. Also, when we give support to our customers now we can log all the information for later review and a better assistance in case the issue is present again.

Historial excelente, buena integración con CRM y Zoho support, ubicacion geogradica del usuario, Informes completos, oportunidad de crear mensjaes automaticos, es una excelente opcion para asistencia comercial y de soporte tecnico, es una gran herramienta en nuestra empresa www.colombiawebs.com

Es difícil recuperar los chats perdidos, de resto todo es excelente

Asistencia comercial Asistencia de Facturacion Ventas Soporte Tecnico

First I would tell about the product which is perfect fit for the business and integration is so easy with lots of documents and directions how to use it for any business. And coming to the support of sales team done a great job. I feel comfortable to gather information what I exactly needed.

Sometime when I enquired about technical terms what this is about, I suggest Zoho to have a technical person to connect immediately to solve the issue instead of sales team person to interact to backend and then come-up with info that may not be customer's requirement. It may delay the development process for the customers.

I'm dealing with bunch of user informations and I felt Zoho modules is a perfect option to maintain the information.

I love the way I can track visitor's footprints.

I would love to have better integration to Zoho CRM

Identifying visitors to our web sites

Able to help our customer in real-time and give them the best support possible

We are very pleased with all the features.

Quick response times, able to better see how our social media is driving customers to our website.

I like the ability to track the activity on our website in real time and in some cases the name and origin of the user. It is also useful to be able to initiate a live chat and offer real time assistance to a potential customer.

Nothing at the moment. Still consider ourselves in the exploratory phase without judgement

Knowing what the lead source is

-user friendly interface -good UI and UX -customization possibilities -to have everything in 1 dashboard

the main drawback is that it cannot integrate with LinkedIn.

Zoho supports our sales efforts. we were struggling with having everything in different places that of course affected the speed and the quality of our services. Zoho helped to solve that all

Zoho SalesIQ provides one of the best omni-channel CRM/Marketing/Social Media management platforms available.. Hands down.

I wish everything was tied into one dashboard but it's easy to get from one module of the crm to the other.

Keep it simple for sales people... Going to one platform vs many is a major advantage.

There are a few things I like about SalesIQ. The first is like most Zoho products it was easy to implement and integrate with the other Zoho products we use. The second aspect of SalesIQ that works for our organization is the insight that it provides regarding who's visiting the site and which pages are providing the most engagement.

I think there is anything I dislike, but for our business the chat feature is just not necessary. We've experimented with it internally but to date we have not seen a need for it with our business.

The primary business problem that we solved with SalesIQ is visibility. Our Sales and Marketing team leverage the insights gained from actively monitoring users on our site to refine and in some cases rewrite web copy to better engage our users. We're also using it as a means to augment the data we get from Google Analytics on user engagement and flow.

Visitor Tracking in a visual funnel is amazing. When I'm able to show clients how they can configure their funnel lanes, they aren't simply amazed. They can now engage, in a targeted way, visitors directly through the interactive chat. While the service is valuable in it's own right, It really doesn't take off unless married with Zoho CRM in my view.

-Additional Load time on website? -Add a pop-up Call to action feature on certain levels of the sales funnel? -Link tracking between other zoho platforms (something like a built-in bitly generator) would go a long ways in seeing a more direct link between Social and SalesIQ

Engaging with visitors across a website is a large problem with my clients. SalesIQ has brought some clients into the 21st century with tracking. Integration with Zoho's software suite is the most promising aspect of the platform. Increased integration and regular software updates from Zoho is what leads to my endorsement of the service.

- Ability to easily track traffic frequency to my home pages - Live chat with clients via desktop or mobile app - Simple predefined reports allow me to see quickly how my clients are engaged

- Lack of different layouts in the visitor view panel. The current layouts can make it difficult to group the clients.

- We have been able engage with the clients in real-time. Allowing us to build on the relationship and create a closing agreements. - We have been able to focus our marketing plans on social sites by utilizing the reports to see where our traffic is generating from.

The sales iq solution has freed us from our website chat software and visitor analytics software, reducing costs and improving the integration of visitors into our contacts and sales pipeline.

The only complaint I have is that the use of the software would be easier if it was more simply integrated within the CRM dashboard, versus having to switch over to the sales IQ application.

Introducing more contacts online into our pipeline and more meaningful contact with clients. Reduction of operating costs also a huge plus

This free add-on is very easy to install, using just a few lines of code and even easier to use. And it seamlessly integrates to the Zoro CRM. It's tidy, neat and even though it's free it doesn't feel that way. I've recommended it to a few small businesses and would continue to.

Unfortunately some of its more premium features come with a price. However for a growing business, this isn't much of a problem.

The automatic notifications tell me when someone is on my site and gives me an opportunity to start a conversation. I can also tell where the visitor is located and what page the visitor is on. This is an extremely useful tool for inbound marketers.

I love that this integrates so well with CRM. That was probably the biggest reason that we looked at this service. We are already using Zoho CRM and wanted a solution that would integrate well.

I'd really like to be able to customize a few things more than I am able to. Most everything is easy to customize, but I run into little things here and there that seem like they should be able to be changed.

We are using this to make it easier for our sales team to add leads and follow up with customers. The integration with CRM has made it much easier for our sales team to keep up with leads that are created with this service.

I love that SalesIQ integrates with Campaigns, so that when I sent an email campaign out, the links back to my site identify the visitors and I can see who has interest in a particular offering.

The software is powerful and has a lot of options, but the documentation would benefit from use cases. I found you really have to experiment with all the options and features and then come up with the way that you want to use them. Most users would benefit from examples and walkthroughs of specific uses, as well as a getting started list of example things you might like to do. In short, the Help documentation could be a little friendlier by speaking to business processes rather than just the technical workings and configuration steps. Answer the question "This looks cool, now how do I get the most mileage out of it?" That's a loaded question and there's benefit to working with someone who knows best practices, but I'd love to see some examples, case studies, tutorials, etc.

Identifying site visits by leads and customers that are in CRM. It's fantastic to be able to send out a Campaign and not just get click reports back, but to see who visited the site and when, and even know live when someone is on the site.