Zoho SalesIQ Answer Bot Tutorial – 2021
In this tutorial, we do a complete walkthrough of how to set up and configure the Answer Bot inside Zoho SalesIQ. Timestamps & Sections 0:00 Intro 1:30 What is an Answer Bot? 2:10 Answer Bot Profile 3:40 Answer Bot Resource Selection 4:35 FAQ 7:47 Articles 10:57 Response Configuration 13:57 Behaviour Configuration 16:10 Small Talk Settings […]
6 Integrations to Immediately Setup in Zoho One
Anyone new to the world of Zoho is going to feel overwhelmed. And don’t feel bad, even as a Zoho Premium Partner, all of us were in your shoes at some point. With Zoho One’s arsenal of 40+ applications figuring out which ones you need besides your, CRM can take time. And once you figure […]
Zoho SalesIQ Full Product Tutorial – 2020
About This Webinar In this webinar, we cover all the basic essentials in Zoho SalesIQ. If you are new to SalesIQ we go over everything from what the App does to the different settings, best practices, and initial setup. This webinar was recorded on November 24th, 2020. Additional Resources Wanting to learn more about Zoho […]
Zoho SalesIQ Handbook on Intelligent Triggers
This guide by Zoho covers the 6 step approach when setting up intelligent triggers to help your business. This quick read will help you rethink how you setup your Zoho SalesIQ triggers. Here are the 6 steps: Greet Engage Qualify Influence Support Retarget Not finding what you are looking for in regards to Zoho SalesIQ? […]
Zobot Cheat Sheet
Increase Sales With Zoho SalesIQ
Tracking Web Conversions on Zoho CRM
It might not be obvious at first, but good customer service is largely about information, such as tracking web conversions. When your customer service team has the information they need, they can provide useful, meaningful customer service to your clients. Ideally, your customer service representatives would have access to the entire CRM record for a […]
Capturing User Intent with Zoho CRM
User intent is all about understanding a user’s goals based on their actions. You can easily see a user’s actions on your website: it’s not always so easy to divine their intentions. However, you can make an excellent guess at their goal with only information about their browsing behavior on your own website. Capturing User […]
How to integrate Zoho Sales IQ with Zoho CRM for new leads via Zoho Forms
