Our Zoho CRM team joined us for an integration webinar to discuss the extensibility of CRM and SalesIQ. We discussed the evolution of relationship management and customer engagement and why it is vital for businesses. We also touched upon the need for this integration and its business use cases. With this integration, learn how to leverage these two products to directly influence your lead generation, lead management, lead conversion, and revenue. Agenda: *Intro and agenda *Relationship management and the role of Zoho CRM *Customer engagement and the part of Zoho SalesIQ *Bridging the two beasts: the need for this integration *CRM-SalesIQ business use cases For the webinar video, check out this link: https://youtu.be/8jE_qET1Ijo

1. SalesIQ

2. SalesIQ
Agenda
Customer relationship management and the role of Zoho CRM
Customer engagement and the role of Zoho SalesIQ
Bridging the two beasts - CRM and SalesIQ integration
Business use cases of CRM and SalesIQ through the customer journey
CRM and SalesIQ integration - The ultimate customer experience platform

3. SalesIQ
Relationship management
and the role of Zoho CRM

4. SalesIQ
What is customer relationship management?
"Customer relationship management is the process through which businesses manage interactions
with prospects and customers to understand their needs and behaviors, provide relevant solutions,
and establish a solid relationship with them, in turn boosting sales and customer retention."

5. SalesIQ
• Increasing complexity of business processes.
• Bad quality and maintenance of customer data.
• Lack of information on the right leads and customers and their requirements.
• Sales reps held up with monotonous and less productive activities.
• Individual unconnected tools to meet various operational requirements.
• Lack of relevant and detailed metrics leading to incorrect business analyses.
• Scattered collaboration across teams.
Challenges in customer relationship
management

6. SalesIQ
What is CRM software?
"Customer relationship management (CRM) tools are the go-to solutions for businesses looking to
acquire, nurture, and manage customer relationships effectively. CRM systems enable you to
centralize all customer information, thereby providing context to all your customer-facing teams and
adding layers of personalization into every customer interaction."

7. SalesIQ
• Build better customer relations
• Increase productivity
• Make smarter decisions
• Centralize sales activities
• Personalize customer journeys
• Improve collaboration across teams
• Reduce your sales cycle
• Generate more revenue
Enhanced business yield with Zoho CRM

8. SalesIQ
Customer engagement and
the role of Zoho SalesIQ

9. SalesIQ
What is customer engagement?
"A thoughtfully designed and well-crafted action plan by a company to increase customer interaction
with them. The aim of customer engagement is to capture customer attention, earn their trust
and loyalty, and retain them for a long time."

10. SalesIQ
Evolution of customer expectations
• No longer a mere transactional relationship
• Not just quality, but you're expected to provide consistent experience across organisation
• Engagement experience doesn't restrict to post-purchase interactions.
It applies to each and every interaction
• Customers don't want to wait. They want to engage instantly

11. SalesIQ
How you engage your customers could be one of the
prime wow factor that differentiates you from your competitors.
Importance of customer engagement?

12. SalesIQ
From a live chat tool to a complete 360-degree customer engagement platform
SalesIQ blended the features needed for every department in an
organization and packaged them as a complete platform
How SalesIQ fits here

13. SalesIQ
Bridging the two beasts:
The need for integration

14. SalesIQ

15. SalesIQ
Customer journey with CRM-SalesIQ
Website Perusing
content
Clarifying
doubts
Reaching out to support
Buying your product

16. SalesIQ
But this is the ideal assumption. Not reality.
Website Perusing
content
Clarifying
doubts
Reaching out to support
Buying your product
Customer journey with CRM-SalesIQ

17. SalesIQ
What's the solution?
Add SalesIQ's code to your site
Why?
Let's see how the integration works
Customer journey with CRM-SalesIQ

18. SalesIQ
CRM-SalesIQ
Business use cases

19. SalesIQ
1) A lead-generation gateway
Mail Demo page / Contact us
page
Live chat
CRM-SalesIQ integration use cases

20. SalesIQ
"When there is a live chat widget on a site, the conversion rate is 2.8 times
higher than sites without a live chat widget"
-Whoson
"63% of customers said they were more likely to return to the site when
there is a live chat widget"
-Emarketer
"59% of customers are more likely to buy when brands answer their queries
in under a minute"
-Ifbyphone
CRM-SalesIQ integration use cases
1) A lead-generation gateway

21. SalesIQ
Our home page Features page
Pricing page
CRM-SalesIQ integration use cases
1) A lead-generation gateway - Our flow

22. SalesIQ
CRM-SalesIQ integration use cases
1) A lead-generation gateway - Our pricing page

23. SalesIQ
CRM-SalesIQ integration use cases
Make them engage with proactive triggers

24. SalesIQ
CRM-SalesIQ integration use cases
2) Lead management - Assign lead owners

25. SalesIQ
CRM-SalesIQ integration use cases
2) Lead management - Send email to leads

26. SalesIQ
CRM-SalesIQ integration use cases
3) Enriching visitor info - Visitor insights

27. SalesIQ
CRM-SalesIQ integration use cases
3) Enriching visitor info - Visitor insights & lead score

28. SalesIQ
CRM-SalesIQ integration use cases
3) Enriching visitor info - Opportunity & past interaction

29. SalesIQ
CRM-SalesIQ integration use cases
4) Email signature for your Sales team

30. SalesIQ
Thank you for reaching out to us
@chemel.com
Chemel Solutions
chemel.com
chemelsolutions.com
We are currently using Benton Automation for our marketing automation activities but looking for alternatives due to their poor
customer service. We had gone through your marketing automation features and plans and felt Chanay Automation Services
provides more email automation capabilities for the same price range as yours. We would like to have a detailed discussion with
you before making a decision.
CRM-SalesIQ integration use cases
5) Zia Email Intelligence - Competitor Analysis

31. SalesIQ
Knowledge base FAQs
Self-serving bot, Answer
bot
CRM-SalesIQ integration use cases
5) Automating self-service

32. SalesIQ
Ecommerce
Chat routing
Appointment
scheduling
CRM-SalesIQ integration use cases
6) For your customers

33. SalesIQ

34. SalesIQ
Q/A

35. Thank
You
@zohosalesiq
www.zoho.com/salesiq
support@zohosalesiq.com