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Live Web Chat With SalesIQ In Zoho CRM

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With the massive increase in eCommerce and online interactions, it’s more important than ever to have effective real-time communication solutions in place. Businesses worldwide leverage cutting-edge tools & technologies to improve customer interactions and boost sales.

According to Forrester Research, “businesses that integrate live chat into their customer service strategy experience a 10% boost in conversion rates and a 48% increase in revenue per chat hour.

This is where Zoho CRM’s SalesIQ comes into the picture.

Zoho CRM is a full-fledged customer relationship management platform that helps organizations streamline their sales processes, manage customer interactions, and drive revenue growth. 

However, one extraordinary feature that sets Zoho CRM apart is its integration with SalesIQ, a powerful live chat software designed to revolutionize online customer engagement. Zoho CRM and SalesIQ offer a powerful duo that enhances sales and customer engagement efforts like never before.

Let’s delve into Zoho CRM and SalesIQ, uncovering their benefits and how they elevate businesses to new heights.

Before delving into the intricacies of SalesIQ, let’s first understand what Zoho CRM is all about.

Introduction To Zoho CRM

Zoho CRM is a robust cloud-based customer relationship management platform designed to help businesses streamline their sales processes, manage customer interactions, and drive revenue growth. It offers some remarkable features, such as lead management, contact management, sales pipeline management, and analytics, all of which aim to empower businesses to build stronger customer relationships.

Introduction To SalesIQ

SalesIQ is a live chat software embedded within Zoho CRM, designed to enable real-time communication between businesses and their website visitors. With SalesIQ, companies can proactively engage with their prospects and customers, providing instant assistance and personalized support whenever needed.

Benefits of SalesIQ with Zoho CRM

The integration of SalesIQ with Zoho CRM offers countless benefits for businesses looking to enhance their sales and customer engagement efforts:

  1. Enable seamless assistance for website visitors, fostering instant support and boosting customer satisfaction.
  1. Streamline lead and contact management by assigning visitors as leads or contacts directly from the chat interface.
  1. Gain real-time insights into website visitors, empowering proactive engagement and personalized interactions.
  1. Automatically archive chat transcripts for future reference and analysis, ensuring comprehensive record-keeping and streamlined communication.
  1. Incorporate client feedback within chat transcripts, facilitating continuous improvement and enhancing customer experience insights.

Set up With SalesIQ in Zoho CRM

Step 1: Go to All Zoho Apps and Select SalesIQ.

Step 2: Click Live View and copy this code.
->Embedded your website.

Step 3: Go to All Zoho Apps and Sites

Step 4: Click the Plus Icon and select “Element.”

Step 5: Click Code Snippet 

Step 6: Give your Code name and Paste Your Code

Step 7:  Web chat embedded here.

Step 8:  Chat Conversations with clients and agents for SalesIQ  In Zoho CRM

Step 9:  Feedback form on the Client Side when the Agent ends with chat.

Finally, we have set up sales IQ  embedded code with our website here. After that, start a conversation with the client and agent smoothly and display my chat panel for our SalesIQ org.

The agent checks the tracking history chat and ends with chat functionality showing the timer when the agent chooses to end with a chat after showing client-side feedback. When the client gives the input, a chat transcript window is displayed.

Here is a link for the salesIQ features and integration available in Zoho CRM.


SalesIQ in Zoho CRM offers a game-changing solution to transform your customer engagement and sales efforts in a whole new way. With real-time communication, personalized support, and seamless integration with Zoho CRM, SalesIQ can empower organizations to provide excellent customer experiences and achieve their business goals. In today’s world, where online interactions are more important than ever, tools like SalesIQ are a must-have for businesses looking to succeed, survive, & stay ahead of the crowd.

Are you struggling to streamline and optimize your CRM operations? Are you looking to hire a CRM consulting partner to maximize efficiency and propel your business forward? Look no further! Cloud Analogy’s comprehensive Zoho CRM consultancy services offer tailored solutions for your unique business needs. From implementation to customization and ongoing support, we’ve got you covered every step of the way. Hire the top-ranked Zoho integration partner today!


Nitish Bhardwaj

Salesforce Principal Consultant | Chief Information Officer
An experienced professional with 5+ years of experience in consulting on and delivering Salesforce projects for mid size, large and very large customers.

Hire the best Salesforce Implementation Partner. Choose certified Salesforce Implementation Experts from Cloud Analogy now.

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