Zoho SalesIQ Reviews & Product Details

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.