Zoho SalesIQ Features
What are the features of Zoho SalesIQ?
Self-Service Experience
- Knowledge Base
- Searchable Articles
Communication
- Pop-up Chat
- Notifications
- Targeted Emails
- In-App Messaging
Internal Use
- Customization
- Lead Development
- Knowledge Base
- Customer Profiles
Messenger
- Live Chat
Customers
- Targeting
- Profiles
- Analytics
- Sales Conversion
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Self-Service Experience
Knowledge Base | Provides a repository of information that can be used by those seeking support. This feature was mentioned in 17 Zoho SalesIQ reviews. | 77% (Based on 17 reviews) | |
Searchable Articles | Makes articles in the knowledge base searchable on the web. This feature was mentioned in 16 Zoho SalesIQ reviews. | 77% (Based on 16 reviews) | |
Community Forums | Based on 13 Zoho SalesIQ reviews. Enables users to engage with other users to solve common issues. | 72% (Based on 13 reviews) | |
Mobile Optimization | Optimizes the customer self-service experience on mobile devices This feature was mentioned in 10 Zoho SalesIQ reviews. | 75% (Based on 10 reviews) | |
Personalization | Gives the user targeted, personalized results based on their activity or preferences This feature was mentioned in 10 Zoho SalesIQ reviews. | 80% (Based on 10 reviews) |
Self-Service Platform
Branding | Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. This feature was mentioned in 10 Zoho SalesIQ reviews. | 75% (Based on 10 reviews) | |
Automation | Automates some or all operation related tasks This feature was mentioned in 10 Zoho SalesIQ reviews. | 77% (Based on 10 reviews) | |
Artificial Intelligence | Utilizes artificial intelligence to improve workflows or customer experiences | Not enough data | |
Integrations | Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools | Not enough data |
Training
Knowledge Base | Organizes knowledge from fellow sales representatives and other experienced employees for reference. | Not enough data | |
Coaching Materials | Offers content and training for new hires within the tool. | Not enough data |
Feedback
Review | Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. | Not enough data | |
Scorecard | Provides a scorecard to display team and/or individual performance. | Not enough data | |
Coaching Card | Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. | Not enough data | |
Leaderboard | Projects team sales performance publicly to reward and motivate employees. | Not enough data |
Attribution
Lead Opportunity | Aligns lead scores with predefined lead distribution criteria | Not enough data | |
Lead Assignment | Matches and assigns leads to the correct sales representative | Not enough data | |
Pipeline Acceleration | Determines which leads should be prioritized and then accelerates them up the pipeline | Not enough data |
Discovery
Lead Management | Integrates with lead capture and lead intelligence tools to discover leads | Not enough data | |
Scoring/Ranking | Creates and assigns scoring system to rank the viability of leads | Not enough data | |
Lead Context | Integrates with CRM or marketing automation tools to contextualize lead data | Not enough data |
Management
Conversion Viability | Reports on and analyzes lead scores to determine the conversion rate of lead opportunities | Not enough data | |
Workflow | Aligns lead scores and strategy with existing sales operations | Not enough data |
Platform
Data Synchronization | Syncs lead data within the sales database for consistency and accuracy | Not enough data | |
Analysis | Provides analysis on lead scores, funnel insights, and both open and closed opportunities | Not enough data | |
Live chat | Provide tools for live chat on one's website. This feature was mentioned in 12 Zoho SalesIQ reviews. | 81% (Based on 12 reviews) | |
Integrations | Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools. This feature was mentioned in 11 Zoho SalesIQ reviews. | 80% (Based on 11 reviews) | |
Branding | Has the ability to customize look and feel of chatbot to match` company branding. 12 reviewers of Zoho SalesIQ have provided feedback on this feature. | 76% (Based on 12 reviews) | |
Analytics | Based on 13 Zoho SalesIQ reviews. Gives user the ability to analyze conversations with the chatbot and see its performance. | 76% (Based on 13 reviews) | |
A/B testing | Allows users to test the efficacy of various responses through A/B testing. | Not enough data | |
Role-based access | Based on 11 Zoho SalesIQ reviews. Allows for varying access to chatbot and admin settings, depending on user, their role, etc. | 76% (Based on 11 reviews) | |
Collection of information | As reported in 12 Zoho SalesIQ reviews. Can collect and store information from interlocators, such as email, phone number, etc. | 75% (Based on 12 reviews) |
Communication
Pop-up Chat | Based on 55 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. | 90% (Based on 55 reviews) | |
Notifications | Based on 54 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Delivers notifications to both sides of the conversation. | 87% (Based on 54 reviews) | |
Targeted Emails | As reported in 38 Zoho SalesIQ reviews. Sends automated emails to further engage clients and potential clients. | 84% (Based on 38 reviews) | |
In-App Messaging | Based on 42 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Allows for live chat to be enabled within the app for customer help. | 88% (Based on 42 reviews) |
Internal Use
Customization | Based on 55 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding. | 83% (Based on 55 reviews) | |
Lead Development | Based on 53 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Enables employees to denote potential customers. | 84% (Based on 53 reviews) | |
Knowledge Base | Based on 41 Zoho SalesIQ reviews. Establishes a knowledge base for employee reference during conversations. | 82% (Based on 41 reviews) | |
Customer Profiles | Based on 48 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Allows for the creation of profiles for contacts and customers. | 86% (Based on 48 reviews) |
Messenger
Sequencing | Based on 11 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Mapped-out responses for conversations. | 82% (Based on 11 reviews) | |
AI | Based on 11 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Artificial intelligence (AI) and chatbot involvement. | 83% (Based on 11 reviews) | |
Live Chat | Based on 15 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Live human component of conversations. | 89% (Based on 15 reviews) | |
Customization Interface | Based on 14 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Quality of interface for designing and customizing conversation maps. | 89% (Based on 14 reviews) |
Channels
Social Media | Based on 10 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Conversations enacted over social media. | 87% (Based on 10 reviews) | |
Website | Based on 12 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Conversations enacted through embedding or pop-ups on websites. | 93% (Based on 12 reviews) | |
Other | Conversations enacted through other channels. | Not enough data |
Customers
Targeting | Based on 15 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Overall quality of customer targeting based on needs or situations. | 89% (Based on 15 reviews) | |
Profiles | Based on 15 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Creation and modification of customer profiles based on conversations. | 86% (Based on 15 reviews) | |
Analytics | Based on 15 Zoho SalesIQ reviews. Reporting based around specific and overall conversation results. | 83% (Based on 15 reviews) | |
Lead Gathering | Based on 15 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Capture and organization of leads from conversations. | 88% (Based on 15 reviews) | |
Sales Conversion | Based on 15 Zoho SalesIQ reviews and verified by the G2 Product R&D team. Success rate of conversations leading to customer purchases. | 89% (Based on 15 reviews) |
Responses
Customization | Customize your chat workflows with rules and automations. This feature was mentioned in 11 Zoho SalesIQ reviews. | 71% (Based on 11 reviews) | |
Control | As reported in 12 Zoho SalesIQ reviews. Control who the chatbot converses with (and when). | 74% (Based on 12 reviews) | |
Route To Human | As reported in 12 Zoho SalesIQ reviews. Has the ability to connect interlocator with a human agent when the need arises. | 81% (Based on 12 reviews) | |
Menu bars | Can provide interlocators with menus, through which they can choose a relevant response. 13 reviewers of Zoho SalesIQ have provided feedback on this feature. | 77% (Based on 13 reviews) | |
Drip sequences | Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion. | Not enough data |
