Zoho SalesIQ consulting and implementation.
Aurnex configures Zoho SalesIQ so website visitors get a timely answer and the right team gets the context. We set up chat routing, bots, lead scoring and the handoff to Zoho CRM or Zoho Desk.
Zoho SalesIQ| Stage | Value | From previous stage |
|---|---|---|
| Visitors | 26K | — |
| Engaged | 3,100 | 12% |
| Chats | 1,240 | 40% |
| Leads | 223 | 18% |
223 of 1,240 chats became leads (18%); following up the 46 missed chats is the fastest way to lift that.
Four things we agree before configuring Zoho SalesIQ.
Agreeing these with your team first means Zoho SalesIQ is set up around your process, not the other way round.
Website visitor engagement and live-chat handover
Visitor context, conversations, routing rules and follow-up details
Sales, support and website teams
The website, CRM records, support tickets and campaign attribution
- 01DiscoverProcess, users and reports
- 02DocumentRequirements and agreed scope
- 03ConfigureSet-up, migration and testing
- 04AdoptTraining, handover and support
Review current Zoho SalesIQ features with Zoho.
Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.
Product information based on official Zoho documentation.Zoho applications often planned with Zoho SalesIQ.
Most businesses use Zoho SalesIQ as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.
Zoho SalesIQ questions for planning the right fit.
Can SalesIQ chatbots qualify leads automatically?+
Yes. Zoho describes pre-chat forms, chatbots and automated lead scoring with handoff to CRM. Aurnex designs the bot flow and scoring rules with your sales team.
Does SalesIQ work on mobile apps too?+
Zoho offers the Mobilisten SDK for in-app chat, alongside website and messaging channels.
What should we prepare before setting up Zoho SalesIQ?+
Decide which pages need chat, who answers during and outside business hours, what a bot should ask first and when a visitor becomes a lead. Aurnex configures routing, bots and scoring from these rules.
Who should own website chats?+
Aurnex helps you split ownership between sales and support by page, department or question type, so visitors reach the right team and nothing is left unanswered.
How does a Zoho SalesIQ project with Aurnex start?+
Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.