"Automate your sales funnel!" "Capture more leads!" "Save time and get ahead!"
You've heard these rallying cries from sales gurus across the internet. They sound great, but what do they really mean? And more importantly, how can you actually put them into practice?
If you're scratching your head, don't worry - you're not alone. That's where we come in.
At Relativity Ltd, certified Zoho Partners based in East Sussex, we've made it our mission to demystify complex business solutions and make them work for you.
Our passion? Empowering businesses like yours through smart, efficient technology. Our specialty? Breaking down the intricate process of sales automation into bite-sized, actionable steps using Zoho's powerful suite of tools.
So, let's cut through the jargon and get to the heart of the matter. Why should you care about automating your sales funnel? And how can Zoho help you do it effectively?
Why Integrate Zoho CRM with Zoho SalesIQ?
Zoho CRM is a comprehensive customer relationship management system that helps businesses track and manage leads, contacts, and deals. Zoho SalesIQ, on the other hand, is a live chat and visitor tracking tool that enables businesses to engage with website visitors in real time. By integrating the two, you can capture more information about your leads, automate engagement, and push your prospects down the sales funnel seamlessly.
Key Benefits of Zoho CRM and SalesIQ Integration
1. Real-time Lead Capture and Tracking
With Zoho SalesIQ, you can track every visitor that comes to your website. When you integrate SalesIQ with Zoho CRM, this data is automatically transferred to your CRM system. You’ll know exactly who visited your site, which pages they viewed, and how long they stayed. This information is invaluable for creating a more targeted follow-up.
2. Automated Lead Scoring
Zoho SalesIQ provides a lead scoring system that helps you prioritise your leads based on their engagement with your website. Once integrated with Zoho CRM, this lead score is updated automatically in your CRM, allowing your sales team to focus on high-potential prospects.
3. Personalised Engagement with Automated Workflows
Zoho CRM's automation capabilities combined with Zoho SalesIQ enable you to set up personalised workflows that automatically send follow-up emails, SMS, or notifications to your sales reps when a visitor performs specific actions on your website. For example, if a visitor downloads an ebook, a follow-up email can be sent automatically, nurturing the lead without manual intervention.
4. Enhanced Customer Insights
The integration gives you a complete picture of your potential customers. By bringing together information about website visitors and detailed records, you can better understand what your potential customers need and how they behave. This allows you to communicate with them in a more personal way
How to Integrate Zoho CRM and Zoho SalesIQ
Integrating Zoho CRM with Zoho SalesIQ is a simple process that connects your customer relationship management with your website’s visitor tracking and engagement tool. This is what you need to do to get started:
- Log in to Zoho SalesIQGo to your Zoho SalesIQ dashboard and log in with your Zoho account credentials.
- Access the Integration SettingsNavigate to the settings tab in Zoho SalesIQ and select the "Integrations" option. Choose Zoho CRM from the list of available integrations.
- Authorise the ConnectionClick the "Connect to Zoho CRM" button, and a pop-up will appear asking you to authorise the integration. Confirm the authorization by logging in to your Zoho CRM account.
- Map Fields Between Zoho CRM and SalesIQOnce connected, map the data fields between Zoho SalesIQ and Zoho CRM. This ensures that lead information, including visitor tracking details, will sync properly between the two platforms.
- Set Up Automated Lead CreationIn the settings, configure Zoho SalesIQ to automatically create leads in Zoho CRM whenever a visitor engages with your website, such as filling out a form or reaching a specific lead score.
- Test the IntegrationAfter setting up the integration, test it by engaging with your website as a visitor. Verify that visitor details and lead scores are being synced and captured correctly in Zoho CRM
Alternatively you can ask a Zoho expert, like Relativity to do this for you.
Top Tips for Using Zoho CRM and SalesIQ Together
1. Set Up Customised Lead Scoring Rules
Tailor your lead scoring rules in Zoho SalesIQ based on your specific sales process. For example, assign higher points for actions like downloading whitepapers, visiting pricing pages, or requesting a demo. Sync these scores with Zoho CRM so you know exactly which leads to prioritise.
2. Utilise Zoho’s Mobile App
Zoho CRM has a mobile app that allows you to stay on top of your leads even when you’re on the go. By integrating with Zoho SalesIQ, you’ll be instantly notified on your mobile when a high-value prospect visits your website, giving you the opportunity to reach out at the right time.
3. Use Chatbots to Engage Visitors 24/7
Leverage Zoho SalesIQ’s chat bots to engage visitors on your website, even when your team is offline. The information collected through the chatbot can automatically be transferred to Zoho CRM, ensuring no leads fall through the cracks.
Conclusion
Businesses can unlock the full potential of their sales process by integrating Zoho CRM with Zoho SalesIQ. This powerful combination allows you to:
Automate crucial parts of your sales funnel
Engage with visitors in real-time
Deliver personalised follow-ups based on individual behaviour
By implementing this integration, you're not just capturing more leads - you're nurturing them efficiently. This frees up your valuable sales team to focus on what they do best: closing deals and building relationships.
Whether you're running a small business or steering a growing enterprise, the Zoho CRM and SalesIQ integration can significantly boost your sales effectiveness. It's an investment in your team's productivity and your company's growth.