7 tips to provide an effective customer support with Zoho SalesIQ

7 tips to provide an effective customer support with Zoho SalesIQ

In this virtual era providing effective online customer support always comes at various costs. The cost could be the extra energy spent by your operators/support reps switching back and forth between multiple apps. The cost of these various apps. And the cost of your customers' satisfaction that gets decreased with all the cumbersome support systems that you use. 


For most businesses, providing effective support means losing efficiency in support. But in an ideal world, effective support should be synonymous with efficient support. 


We at SalesIQ have you as well as your customers, in our minds while developing all our features. And you being a SalesIQ user, it is our duty to ensure that you are using our tools to provide the most effective and efficient support possible. In this post, let us look at 7 customer support tips that would help you to do so.

1. Providing an omnichannel experience

Customers love it when it is easy to reach out to your business. And what is better than allowing them to contact you via any of their go-to social media or instant messaging platforms?


Having your support spread across multiple social media and instant messaging channels, such as FacebookTelegramInstagram, WhatsApp, etc., can be hard to manage and centralize your support on all of these platforms. 

 

Channels in SalesIQ make this centralization process easy by bringing them under one dashboard and allowing your existing operators to assist visitors on all of these channels directly from SalesIQ. 


2. Contextual assistance can win your customers' hearts. 

Nobody wants to hear the words "Let me transfer you to the concerned department" and wait for a long time till the call or chat is transferred to the concerned department. In fact, performing multiple chat transfers will not only make your operators look weak, but it can also cause your customers to lose your loyalty to your brand. 

With SalesIQ's smart automation features like Chat routing and Visitor routing, you can take the visitor to the concerned department directly based on the page they are on your website, region, operator's expertise, CRM data, and several other conditions that you can define. 

3. Response delay can cost your business more than you think. 

Having your support reps handle multiple chats simultaneously would not only put a lot of pressure on them but having them repeatedly type out responses to each of the ongoing chats would make them quickly lose energy and keep your customers waiting for a long time. 

 

Canned replies and Smart suggestions in SalesIQ allow you to send instant responses with just two clicks. These responses can be personalized based on the customers' info so you don't have to worry about it sounding robotic.



4. Listening to your customers' feedback can help you improve customer loyalty.

One of the most valuable data for a business is the feedback left by customers. You can grow your support quality exponentially just by addressing the pain points mentioned by your customers as feedback after a chat or call. 

 

You can take note of this feedback, reflect on your support, and reach back to unhappy customers via follow-ups and apologize for the inconvenience. This would not only help your support to grow but also increase your customer loyalty. 

5. Provide a helping hand to your support reps with chatbots. 

The term Chatbots can be very much related to efficiency. One other way to provide effective support is to aid your operators by implementing chatbots that can take up simple common questions and do all the heavy lifting for your operators. These bots can act as a filtering stage for all incoming chats by addressing all the simple support-based questions and only transferring the ones that need your operators' expertise. 

 

We at SalesIQ would recommend using our AI-powered chatbot, Answer bot, for these support purposes. 



Hybrid bots using the Autopilot feature can combine the likeness of the Answer bot and the flow-based Zobots to give the best support and engagement bot you can create without any coding knowledge. 


6. Having a do it all kind of dashboard. 

Admins, stop making your operators switch back and forth between 10 or more apps to assist a single customer. We have heard a lot of situations where most operators toggle between tabs and apps to ticket the chat question, find matching resources to the question, view existing customer details, loop them in newsletters, etc. This not only makes your operators confused but can result in many human errors that can result in devastating damages when compounded and cannot be ignored when it comes to customer support. 

 

In SalesIQ, with Widgets, you can have all your different apps, like CRM, Ticketing app, Campaign app, and enrichment apps, right inside the Operator chat window. And the best thing is the data in these widgets can automatically change based on the visitor when you switch to a different chat. This would result in an efficient and effective support experience. 

7. Do not undervalue your mobile app experience.

If more of your focus goes on your social media and website support, it is easy to overlook your app users. But it is just as essential to have an excellent mobile support experience as on your website. 

SalesIQ's robust mobile SDK, Mobilisten, helps you bring the best support to your customers directly inside your apps. Learn more about Mobilisten

 

Other powerful features that can help to improve your support experience: 


  1. Chat monitors to train your new operators with experts. 

  2. Audio calls for a personal touch.
  3. Integrating with Zoho Assist for complex troubleshooting.
  4. Use Tags to identify chats at a glance. 

I hope these tips are helpful to you. We love engaging with you, so please feel free to reach out to us and post your thoughts in the comment section. 


Best regards,

Naveen


    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                            Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                                                                                          • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

                                                                                                            Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features
                                                                                                          • Connecting two modules - phone number

                                                                                                            Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created
                                                                                                          • Zoho Marketing Automation 2.0 - Landing Page function not working

                                                                                                            Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
                                                                                                          • Unable to use Sign "You have entereed some invalid characters"

                                                                                                            Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot
                                                                                                          • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                            Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                          • Messages not displayed from personal LinkedIn profile

                                                                                                            Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
                                                                                                          • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

                                                                                                            I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query
                                                                                                          • Onboard new users easily with native screen recording in Zoho Projects Plus

                                                                                                            Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their
                                                                                                          • Request to Add Support for PDF Templates and More Flexibility in Email Editor

                                                                                                            Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re
                                                                                                          • Can you stop Custom View Cadences from un-enrolling leads?

                                                                                                            I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when
                                                                                                          • Zoho Desk Android and iOS app update: Agent detail overview

                                                                                                            Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings
                                                                                                          • Blog Widget: Show recent blog posts on my homepage

                                                                                                            Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog
                                                                                                          • How to iterate through excel data using zoho rpa

                                                                                                            I wanted to iterate or loop through excel data ( datatable). How can i do that
                                                                                                          • Zoho Commerce

                                                                                                            Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                                                                                          • Mass (Pull back) (Close WOs) (Close APs)

                                                                                                            Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass
                                                                                                          • Customising Zohidesk portal default widgets

                                                                                                            Hello, I'm wondering how could I customise the default widgets such as "popular topics", "popular articles" using CSS or to make the tiles at the bottom match the ones that I made in the picture attached. I have made some custom widgets and edited them
                                                                                                          • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

                                                                                                            when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.
                                                                                                          • Seamless multilingual messaging and tone control in Zia IM Composer

                                                                                                            Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages
                                                                                                          • Advanced Deluge help needed with custom function and COQL limits

                                                                                                            I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit
                                                                                                          • Tip of the Week - Conditional Formatting Chart

                                                                                                            Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to
                                                                                                          • Zoho Learn - AI Translate

                                                                                                            Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling
                                                                                                          • Payroll In Canada

                                                                                                            Hi, When can we expect to have payroll in Canada with books 
                                                                                                          • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

                                                                                                            Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                          • Introducing auto-upgrade in Zoho LandingPage

                                                                                                            Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss
                                                                                                          • Workdrive comment links stopped working.

                                                                                                            I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it
                                                                                                          • How to Bulk-Update Sales Orders in CRM

                                                                                                            Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
                                                                                                          • Zoho ToDo in Cliq

                                                                                                            Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?
                                                                                                          • 【Zoho CRM】サンドボックス機能のアップデート:カスタムビューが利用可能になりました。

                                                                                                            ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。
                                                                                                          • Changing an agents email address

                                                                                                            How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?
                                                                                                          • Zoho CRM - Potentials Tab

                                                                                                            Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see this
                                                                                                          • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                                                                                            Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                                                                                          • Unable to create embed code for resource of workdrive using API

                                                                                                            Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below
                                                                                                          • Feature Request - Insert URL Links in Folders

                                                                                                            I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                                                                                          • not able to convert pdf to jpg and other forms and vice versa.

                                                                                                            i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
                                                                                                          • Enable / show scroll bar when Mega Menu is opened

                                                                                                            Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page
                                                                                                          • Reports: Custom Search Function Fields

                                                                                                            Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with
                                                                                                          • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

                                                                                                            Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
                                                                                                          • How can I transfer data from Production to Development environment?

                                                                                                            Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
                                                                                                          • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                                                                                            Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
                                                                                                          • Next Page