Zoho SalesIQ Reviews: 4.4/5 — Solid Choice

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.

Very cool and simplistic website integration. User friendly and intuitive.

Cost Cost Cost - Everything we wanted was an additional expense thus became expensive.

Our problem was to retain customer and not lose them. The chat feature ensures that this does not happen.

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

I use Zoho Sales IQ to communicate with customers, prospects, and other website visitors that may have a question about our company, products or services. We have ordered enough users to cover the visitors that are contacting us.

I dislike that many additional features are in the higher tiered packages.

We needed a way to be available to our customers without having them have to pick up the phone and call us. This was a simple solution that we were able to launch in a matter of a half an hour after making some minor customization changes.

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.

Easy to use and to manage your prospect.

for my own use, at the moment I have not bad feedback

the lead and prospect management inside the company and the sharing view of the opportunity

I like that this service is offered with the Zoho platform and everything is in one place

I cannot think of a problem or issue with this product at this time

I am just getting my business off the ground, so I have many small issues and Zoho has made everything on their end very simple

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.

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.

I like that I can track the website that the lead is looking at and I can start the chat when they see a specific page. For example, if they are looking at the prices, I can send the Lead a chat. Also it integrates with Zoho CRM so it makes my life easier.

The interfase is not that appealing and I will like to see more features in the pay version.

Chat and CRM Integration. I like that new leads can chat with us whenever they want.

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).

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.

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.

It is easy to use. Once we added it to our website, tracking visitors became automated. Fills in information to our CRM program when available.

Live chat can get temperamental. Sometimes for no reason, "Live Chat" marks me out of office. Everything in my profile is correct, it just wants to mark me out of office. It is an easy fix, just have to go in and turn it back on.

We wanted to know about who, when , and where are customers/clients. With Sales IQ this was an easy thing to add to our website. We can now see who they are and contact them as soon as we see them visiting our site.

I use complimentary version of Mail-CRM-Email Campaign software. This is a well integrated software platform with ease of usage with no much demonstration required.

Some additional functions in CRM like scheduling the email to the leads.

Customer Relationship Management with absolutely no cost involved and stream lining the process of Marketing with Mailbox-CRM-Zoho Campaigns integrated.

I love that the multiple modules speak to one another to make business management simple.

Sometimes the platform is slow and lags, there could me more flexible admin privileges in Support

Company wide transparency of Customer Information with Zoho Support and CRM

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.

Zoho makes coordinating all the different aspects of a business easy. SalesIQ links with Leads and allows you to see realtime data. CRM is a must for any business user and email links seamlessly. I love how our emails go directly into the leads.

Zoho has had some growing pains. When a new service is implemented, it sometimes causes downtime. This is a big issue for us, however the Zoho team is very friendly and their Chat support is very helpful during times they are having implementation problems.

With our business - we all work from remote locations and are able to link seamlessly together using SalesIQ and Zoho Chat to communicate in realtime. No one is the wiser that we are 100s of miles apart when they call. Having all the different Zoho softwares working together has really helped us grow.

The integration with Zoho CRM is phenomenal. I love the ability to capture leads.

It doesn't integrate with Zoho Recruit. We'd like to integrate it with a recruiting website and capture candidate leads in the same manner as it works with Zoho CRM for sales leads.

When I first started exploring this product I received a call from Zoho and we had a lengthy discussion about how my biggest client is using Zoho. They are users of Zoho Recruit, and there is a lot of integration that I would like to see with that product, including Zoho Sales IQ, Campaigns, and Survey. I was expecting to hear back from them after they'd had discussions with the technical team, but they never got back to me.

I liked the ease of the setup. It was quick and simple and the wizards were intuitive.

There were not enough custom fields etc. to it. We have a rather complicated sales cycle that needed the ability to set up and customize many fields.

While we did not end up going with ZoHo we know several others that have. We were attempting to solve a quoting and sales pipeline issue when we were doing our extended trial. We even interviewed other companies similar to ours who currently have Zoho.

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!

Since our company is already using products from the Zoho platform we decided also to use Zoho Livedesk. The product is well-integrated into Zoho CRM and easy to use since it does not require installation of any software but runs from within your browser window. We can there for concentrate on generating more sales to both existing and new customers by being easy accessible and service minded. Our experience with Zoho Livedesk has been very positive, the platform itself is stabile, easy to navigate and the Zoho team behind is listening to customer requests and constantly trying to improve the product by adding new features or optimizing existing ones.

There is nothing that i directly dislike. More options for customizing widgets/ web embeds would be nice and the option to create your own widgets/ embed via custom style sheets.

We can not interact directly with our website visitors and track their behaviour on our website. Also it is a big plus that all information is available in Zoho CRM. In that way we can easily see which contacts and leads that are active and good prospects.