Zoho SalesIQ

Vorteile

The ability to connect and manage all my chats from different social media channels in one platfom is awesome!

Nachteile

Its interface is pretty easy to use but it could make better use of color coding to help navigate

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Vorteile

The live chat is fantastic and critical for quick deals when customers are most primed to book. They feel great about getting instant answers or directions around the site. They feel they are being attended to and cared for. Further, with Zobot chatbot set up, I can also delegate answering quite a few questions about my policies and experience. It can also be connected to my Facebook business page inbox and Instagram DM! This saves me a ton of time! With some effort and intelligence on my side, I can also track or even identify the repeated visitors, see what interests them the most, and assess how likely they are to close a deal. Lastly, all that info is integrated into Zoho CRM for an overall picture of my clients.

Nachteile

Sometimes, the chatbot isn't as smart, answering wrong questions despite extensive training (using business terms) on my side. Next, live chat may mess up the names in CRM for the recognized leads/contacts. Lastly, some of the user/device data seen during the live visit disappears after the visit. I wish there were more control over the data that is collected but remains untapped by the admin.

Vorteile

Easy to setup and integrate existing Zoho ecosystem, work similar to other environments.
Seamless contacts sync and items updates in CRM.

Nachteile

Hard to customize if you operate in several languages and markets.

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Vorteile

What we liked with SalesIQ is that you can measure how many people are visiting your website and sync it with data in the CRM.

Nachteile

As not overly techy people, this platform was more challenging to setup and use than other Zoho products.

Vorteile

You can see what visitors do on your website and you can get in contact with them to bring information or help

Nachteile

To use the full potential (and this is gigantic) of Sales IQ, who have to do a lot of homework (learning, practice)

Vorteile

Excelente and powerful tool that helped me improve my customer engagement and sales. Excelent Live chat, Chatbot, Visitor tracking excelent feature.

Nachteile

As I use different tools from Zoho, the only downside is that each tool has its own price and makes the set of tools quite expensive.

Vorteile

Very cheap (especially when factored in as part of Zoho One)

Chatbot functionality (they're a little tricky to code, but once you have it down, they're easy to set up)

Integration with CRM + Desk is glorious

Mobile app works great, so I can always respond to chats wherever I am

Nachteile

I wish that chatbot development was a little easier. Still, it's absolutely worth it!

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Vorteile

The dashboard is simple and intuitive, making it easy to find exactly what I need. It offers great insights into customer behavior and helps me adjust my sales strategies. It's also great that it integrates with other Zoho products.

Nachteile

It lacks some of the more advanced features I was hoping for and also, but not limited to the solution, it is actually having time to analyze and activate all the insights.

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Vorteile

I was looking for a tool that integrated with our CRM and knowledgebase, but Zobot from Zoho Sales IQ did this poorly.

Nachteile

Zoho Sales IQ Chatbot is poor and does not work. The product is misleading and we have many complaints and lost business from it. It is unable to be trained on our Knowledgebase and I would not recommend this tool. Im going to try Wonderchat.

Vorteile

We can integrate it with any chatbot that supports webhook integration. In that way we can increase the options to communicate with our end customers and that's not necessary make the contact within operational hours, the end customer can write at 10:00 pm and the chatbot will answer the questions and notify us regarding that requirement with all customer's data (phone, company, product, etc.).

Nachteile

The native chatbot (ZIA) works only in english but must of our end customers speak spanish, then we need to pay an external chatbot license.

Vorteile

Live monitoring ob mobile, apple tv and desktop clients.

Nachteile

ChatGPT integration is not great and expensive.

Vorteile

What's not to like? Full tracking of individuals coming to your site, scoring to help sift the diamonds from the rough, filters to let you concentrate on high valued targets, automated scripted interactions or good old fashioned one-on-one chats. Seamless integration with the CRM, and a mobile app that actually works, and the ability to have sales, support, and any other departments you have work together to help customers. It’s almost perfect.

Nachteile

If you have gaps in coverage, the missed chat queue is not as well refined as it should be. For instance, you can't sort by the name or email to identify duplicates, and you can't see what country they came from without clicking each entry, making dividing the queue based on location difficult.

Vorteile

You can convert the chat into ticket in n middle of chat itself. Doesn't matter that the chat is ended by user or not. Also in terms of pricing it's quite affordable compared to other software.

Nachteile

Don't like the new version of chat. It's good that you can switch to old version as well. So the old version is more handy.

Vorteile

Ease of implementation and ease of use. Very little coding needed to add to existing website. Customers can get outside office hours email.

Nachteile

The customer support is severely lacking. Will schedule video calls and then send emails 3 minutes after the initial start time stating they can't join because they are too busy.

Vorteile

It is very easy to integrate into the website and is also really appreciable is the very intuitive user interface and the well working mobile application. The pricing scheme is flexible enough to meet the capacity of startups and small businesses, as there is even a free-of-charge plan available.

Nachteile

In the free version Zoho Sales IQ offers only a limited set of features and the paid subscriptions are quite expensive in the long term.

Vorteile

The option to scale up or down. We use it for seasonal events where we can choose to get the premium features for a few months and then switch back to the free version for the year of the year.

Nachteile

The configuration with our sites were a bit difficult, especially with wordpress.

Vorteile

It allows me to know who is on our website, for how long, if they are recurrent visitors, etc

Nachteile

the ID of the visitors only is known if they are processed on the CRM

Vorteile

Easy to use. Low cost. Easy to setup / integrate.

Nachteile

Clunky backend to admin (it's not intuitive where you update the system settings).
Chat emails sent to clients via zoho email address (not branded / my domain)
Chat email transcript template is ugly.

Vorteile

Allows customer engagement which helps with the selling process as well as building customer relationships.

Nachteile

Chats sometimes come in without notification which may result in failure to respond to some chats.

Vorteile

Good tracking visitor activity and very complete set of tools to configure the chat.

Nachteile

A bit complicated UX when you have to setup advanced functionality

Vorteile

You can integrate this tool into your website to always help your customers real-time whenever they need you.

Nachteile

Sometimes the code that is shown for the integrations does not work as expected and you must contact provider's technical support so they can fix it an provide a new one for you.

Vorteile

Like that it integrates seamlessly with CRMq

Nachteile

I would like to do automations, I believe this can do it but need to set it up and test more - no easy flow to onboard a new user into creating autmations

Vorteile

I recently started using this application and it turned out to be wonderful. Compared with another, I feel much more dynamic and better way to interact with the visitor. Try it, you will not regret it.

Nachteile

We should have a general control panel to be able to administer all these magnificent zoho applications. All from a single dashboard.

Vorteile

I like to know who is returning to my website and where they spend most of their time. Additional I can offer help.

Nachteile

I would like this software to be bundle in a package to improve costs. I do not know how to explain a way of more automated process but then it would be like a robot.

Vorteile

The tool is easy to customize with different timer parameters and settings to best track the visitors on your site. Lead scoring is easy to setup and track.

Nachteile

The ZOHO products are harder to connect than is necessary. When setting everything up, you'll want a good road map from the beginning because it can become very tedious to make changes to your system once everything is in motion.

Vorteile

Equipped with a comprehensive suite of applications that cater to every business requirement. The platform is user-friendly, making both design and development tasks straightforward.

Nachteile

Not all applications are well-integrated for seamless collaboration. There are restrictions on account-level settings and structures.

Vorteile

Proactive reach out,, tracking the visitor , the ability to swith bet2een channels effortlesly/ The ability to voice and remote support from that widget like a breeze.

Nachteile

I would never get Full credit for discovering them.

Vorteile

We have customers across the globe. Sometimes, I am not available during their working hours, as their customer success specialist. The chat allows them to reach out to our team, many people take turns replying on the chat.

The chats integrate with Zoho CRM and I can see the questions they asked on the chat

it's easy to use, I can have it on my phone too.

Nachteile

I find a bit hard to find a chat I just closed, but it's a minimal thing.

Vorteile

I like how great the design of the software is for tracking visits in real time. It's great for global business. It gives you a real sense of how your business is visited across the planet.

Nachteile

I don't like the chat tool in the software. I believe it is a bit complex and requires a large team to be effective.

Vorteile

It is a simple and effective way to provide live chat to users. Like the fact that we can integrate our knowledge base, which helps support agents quickly pass on relevant articles.

Nachteile

The reporting and analytics are subpar. Tried asking their support about what the metrics mean and how they are calculated, but did not get clear answers.Chatbot automation is very complicated. Very difficult to set up chatbots, the UI is super complex to understand.

Vorteile

We are using it since more than 3 years now. They have improved a lots and many things are beta versions.

Chat bot is an amazing thing, we can build on no code solution.

Pre build reports are value add

Nachteile

Customer support should be improved. We may not require all the time. But this has to taken care.

Vorteile

Whenever any visitor comes on chat, the phone rings like a phone call, and managing multiple chats is also a breeze, the view of visitors and daily email of visitors is also very helpful.

Nachteile

Zoho has almost everything, so for other features like support documents we use Zoho helpdesk.

Vorteile

1. Customizable reports help in understanding the prospects trends
2. Chat bots help is answering prospects during off hours.
3. Live monitoring help in understanding the landing page success.

Nachteile

1. There is a delay in notification.
2. Mobile version needs improvement.
3. Support team could improve their turn around time.

Vorteile

With many suitable features for all type of businesses, specially businesses that require online presensence , Zoho SalesIQ is easy to use, affordable and essential tool to provide excellent customer service. Its customer tracking features are the most suitable for our business. We can easily reach the cross-border customers who are or were visiting our websites and can interact with them immediately. We can also find out the missed clients who visited our sites during 'off time' and can try to contact them accordingly.

Nachteile

Sometimes live update or notification is not working and it may not provide the actual number of visitors in the site if not reloaded.

Vorteile

Sales IQ has been great for my business. It has an intuitive interface and it is a great way for me to generate leads and acquire potential customers. Sales IQ gives live status of our customers so we know what website page they are reading and what products they are interested in. By knowing this information, it makes our sales team more efficient in assisting customers with their specific needs.

Nachteile

This may not be the issue of Sales IQ but internet issue. A few of our international customers had trouble using the live chat consistently, but this might be the issue of their internet instead of Sales IQ platform.

Vorteile

so this is a chat program but also a way to mesuare site traffic and a way to capture lead data. it's pretty cool. the way we use it is we send out a mass email and then when people click the email and get on our site we can see that and we can actually call the person who is on our site in real time. This helps close deals soooo much faster and our customers like that!

Nachteile

The UI is pretty good but b/c there's some techy stuff going on here (more so than just a chat program) the UI can get kinds difficult to understand if/when you go to the adv settings area. the normal chat part is fine.

Vorteile

Integration with zoho crm, zoho campaigns and zoho desk is awesome. For example, you can see if someone visiting your website is a customer or not. When you chat with the person, you can transfer them to support or sale as needed. The chat transcript is saved to the contact in zoho crm.

Nachteile

UI is not as good as LiveChat. The UI isn't bad but LiveChat has the most simple UI out there. Also the chat dialogue box that the customer uses is "cooler" looking in LiveChat - it's more fun looking. Lastly, after the chat is over, a copy of the chat is emailed to the customer but it says "powered by zoho sales iq" at the bottom which ruins the effect here.

Nachteile

So far no complaints. Salesiq does what we need.

Vorteile

The design is simple and easy to use. We have 3 operators who have never felt this product is confusing in its functionality. I also like its integration with Zoho Desk, where tickets are created automatically.

Nachteile

We've had serious connection issues. Our widget appears offline to customers when operators are online and not idle. Chats have come in without notification and been labeled as "missed" but over 30 minutes later. I once watched messages previously

Vorteile

I like that this is a cheap solution for live chat. It is easy to setup in wordpress and get it going.

Nachteile

I never use half of the features. Most times I do not see an alert pop up when someone is trying to communicate with us...I get an email to my junk mail a half hour later saying that I missed a chat.

Vorteile

The ability to append knowledgebase into the footer of the chat widget makes it easy for the client to access the support articles easier and this saves on the volume of chat, you can as well make calls directly to the clients using the tool for a quicker resolution

Nachteile

The tool is okay and works better according to our expectations and goals, only it is expensive to use and does have a ticketing system, you will have to purchase zoho desk in case you need to have the ticketing system of which does not integrate currently meaning you have to use it separately from other apps

Vorteile

Great to show you how many visitors you have on your site.

Nachteile

Can't create your own automatic templates when someone starts a chat with you, not many functions avialable.

Vorteile

- The ease of use
- The accuracy of tracking
- The mobile and desktop App
- Wide possibilities of customization
- Easy screen sharing from within the chat window
- Audio call feature
- Very responsive technical support

Nachteile

- The desktop application is a slight resource intensive
- We can not well proportionate our Logo (too small)

Vorteile

It is a helpful tool that generates leads for us with the chat automation feature.

Nachteile

Its price, it costs quite the penny, but it's worth the investment.

Vorteile

Easy to integrate. Good that it's connected to the CRM part and there are lots of customizations possible inside.

Nachteile

The chat window is not very customizable and reporting is not easy to manipulate.

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Vorteile

I love that SalesIQ integrates well with other Zoho apps like the CRM, we can chat history in the CRM.

Nachteile

Nothing much to dislike, one thing maybe is that the status stays as Live even if you've closed the app and I have to always change my status to offline. So would be great if it automatically does that.

Vorteile

Instant notification feature helps me not to miss any chat from customer on both the web application and the mobile application, this is great for me to jump into a chat with a client immediately they request a chat and improves customer efficiency

Nachteile

The tool offers limited integrations for social media as most as Instagram is still under beta, and they do not support twitter integrations currently

Vorteile

Zoho SalesIQ allows us to real time track new users to our website from our different marketing campaigns and track the actions they take to become a new lead in our Zoho CRM and eventually become a closed sale.

Nachteile

We found that sometimes the ZohoSalesIQ code on our website caused loading speeds to be slower than usual. But the team at Zoho helped us work on this issue.

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Vorteile

No coding/programming knowledge required to set up codeless bot.
Advanced chatbots can be build with different service providers.
Integrations with multiple messenger apps possible and thus customer engagement is possible from a single window.
Answer bot is an easy ML bot using resources provided.

Nachteile

Visitor reports is limited to 1000 records.

Vorteile

Easy to install and set up in the same day.

Nachteile

nothing the program does what we need it to do on a consistent basis.