Zoho SalesIQ Reviews & Product Details

Truthfully, the cost and value are what I like most about Zoho SalesIQ, along with it's relative ease of use.

Their support leaves something to be desired in my experience. I have had to chase down support to get an update on matters and they don't seem to listen when you're pointing out what an issue is.

I started a few months ago at an organization that had no digital footprint to speak of. So I decided on Zoho's suite of products, included SalesIQ to get us started. In regards to benefits, we're now able to track our digital efforts rather effectively by tracking visitors to our various landing pages. We're also looking to implement the chat function in the new year to provide our visitors with more methods for support and contact.

Sales IQ offers features to make your life easier, including FAQs, articles, and canned responses, which make assisting customers easier. Even better, those tools are more functional because you can pre-program in dynamic content so assisting customers is more personal. They also offer a couple options for Answer Bots, including their own AI Zia bot, or if you want something a little more tailored without coding, a codeless bot builder. Overall, this makes assisting customer far more efficient than early or non-integrated chat systems.

While there are things I don't like about Sales IQ, please keep in mind I use Sales IQ in conjunction with Zoho Desk as it is being used for Customer Support. Where Sales IQ appears to be designed for marketing, these may not be an issue depending on how your company intends to use Sales IQ. With that in mind, the things I don't like are: 1. It's not a seamless transition between Zoho Desk and Sales IQ. Tickets are viewable between Desk to Sales IQ, but not the other way around (unless I wanted ALL my chat bot interactions to move to Desk as well). 2. The reporting is largely image-based, so it can be difficult to pull out raw data. 3. Their chat box design leaves a bit to be desired. While they have a few pre-programmed style options, if you want the chat box to be well branded or look modern, you'll need to do some coding.

Zoho Sales IQ connects to our help desk, Zoho Desk, to provide a live-chat contact option for our customers from our website.

Low cost and easy to setup. The system works, and it works well - but it's just a bit basic (in terms of visual) and clunky (in terms of admin).

Backend is slightly clunky! It's just not intuitive as to 'where' you go to update all the settings. Also dislike how the email is sent to chat users (sends via zoho email address); and dislike how unprofessional the chat transcript template looks. All very amateur.

Zoho Sales IQ is really great for being able to chat with clients visiting our website who are surfing to find out more info.

Zoho, is kinda like using GSuite, from Google, but i have to say they have a lot of apps on here that work great with the things we do, so i like that its got a chat kinda similar to hangouts

its got to be that app, glad android has an app but when you are away from the computer its hard to get the alerts on the app not sure if its the data on phone but app needs improvement and custom fields needs work

integration with our wordpress website makes it easy to connect with our guests and clients but the ip tracking is at times ugh as you get the trolls

Zoho has a clean simple to use interface that has an instant appeal.

While the sales package is good to use and has some nice features, it use in the Australian market is hampered as an the overall accounting/sales/operations package has limitations.. The limitations include no exporting payments to ABA files, no bill of materials for manufactured goods and limited multiple site stock management.

Sales invoicing at point of sales (in the field) via the Zoho app works well and really stream lined our invoicing processes. The package also allows tracking of sales staff which helps with management.

Simple to use live chat system. You can see how much time and where potential customers spend time on your site.

Didn't see the growth expected using this.

Try to reach every potential customer that visits our site.

The variest of ways to interact with the website visitor during live chat, including FAQ's, voice, screen recordings, multiple brands.

The chatflow builder lacks basic features, such as the ability to redirect to a link on a button, the ability to replace a web contact form, ability to style the conversation elements, the ability to support tel: and sms: url's in links for starters.

We are trying to offer a more personalized experience on the website to ultimately drive leads to various channels, while communicating frequently asked questions.

Integration with Zoho CRM, Desk and Assist

Zobot requires a Zobot experienced developer PERIOD. Their support to set up a Zobot similar to a custom function in CRM is nonexistent. The SalesIQ support team will direct you to the help site without actually guiding you through the process or help to implement parts of the Zobot that are troublesome. After escalating, we saw that these are instructions from the top - Do not help with Zobot scripts, direct out to a third party. No one else besides for a select few, Zoho SalesIQ Developers, within the company know how to script a Zobot. With our Enterprise level support package, we were able to leverage some help after BEGGING. After reviewing their scripts we saw that part of the requirements were not even implemented. Have in mind already the scripts were submitted later than promised. Additionally, the tracking is okay. I wouldn't rely on it or bet my money Disappointed. Zoho agents are usually very helpful to solve problems

Tracking on our websites

Had a lot of features as I do not use it I cannot comment further

It was to complicated for my use and also difficult to convert my contacts. Zoho wanted to charge a hogh figure to do the conversion.

None went with another copmpany

It is very easy to sign up and use. There are some great functionalities that connected sales IQ to Zoho's other platforms which makes the information for sales all together in one place. For example I can connect to Zoho's email of a sale to the customer in the Zoho Sales IQ to keep track of ways happening with that sale. With collaboration with my colleagues they can also see and chat about that specific sale with in the platform.

Zoho still lacks features for me such as calling directly from Zoho or connecting seamlessly with RingCentral. RingCentral is the platform I use and when I tested the call connect from zoho, it was extremely buggy. The setup was a bit tedious and eventually I got frustrated with it not working so I made a switch for a different platform. However, for a new company that is looking to keep track of sales, this is a perfect solution but for a running company, you want to make sure your existing equipment works with the system.

We are in the medical field solving problems for medical billing for physicians and reducing the complexity of it to a simple chart for then to understand and keep track of.