Engage and support visitors better with all new Zoho SalesIQ V2.0!
By Addressing more than 120+ customer requests, adding 23 new features, 27 feature enhancements, and including 4 custom tools; we are finally ready and thrilled to introduce our new version of Zoho SalesIQ that takes your visitor engagement, sales, support and marketing activities to a whole new level. In SalesIQ 2.0, we have completely changed the user interface and made it look modern and easy to use.
Upgrade to unlock the exciting new features
Better B2B and B2C customer engagement
SalesIQ 2.0 helps you step up your B2B sales and support using the all new Companies module that stores and provides you with essential information about all the companies that visit your website. Pair the Company module with features like Company scoring and Widgets and boost your B2B relationship better than ever.
Codeless bot platform to make your business work smarter
With the new addition of Codeless bot, non-techies can now design a fully functioning Zobot with no code. The codeless bot uses a flow based design where you can add cards to define its functions.
Enhanced conversation using Widgets
We know that SalesIQ provides you with all the essential info of the visitors like Location, No of visits, activities on site, etc. In SalesIQ 2.0, we have further improved it by allowing users to view whatever data they want and perform various actions by creating custom widgets and forms.
Effortless assistance using Answer bot
Build a simple bot with the help of the resources to assist your visitors' questions hassle-free.
Strengthen your knowledge base with Resources
The Resources module allows you to create and manage resources like articles and FAQs all from a single place. The resources module consists of:
- Canned replies - Add pre-written responses that operators can use to respond quickly.
- FAQs - Allow visitors to find solutions for commonly asked questions
- Articles - Assist visitors with help documents and add them to the self-help center
- Small talk - You can add responses for the answer bot to handle more informal messages while answering questions outside the scope of articles and FAQs
- Business terms - Add similar terms and jargons to improve your bot accuracy and respond precisely.
- UAQs - View all the visitors' questions that the bot has failed to answer and add them as articles or FAQs.
Exciting Enhancements for the available features
Zoho SalesIQ 2.0 also comes with some significant enhancements that can improve the performance and user experience.
- Chat window - Our operator chat window is more informative than ever! Boost your support up to 10 times better with a fluid user interface and power-packed widgets on the right-hand side menu.
- Global settings: Previously known as portal settings, where you can control all your SalesIQ portal's basic configurations from a single place.
- Brands: We have rebranded Websites as Brands. Use brands to manage all your websites and custom settings.
- Reports: A completely redesigned robust dashboard lets you analyze your visitors, operators, and activities on your SalesIQ portal.
Note for existing SalesIQ users:
With this release, we have introduced new set of Basic / Professional / Enterprise plans. Some of the new features are included only in the new set of plans. You may have to upgrade to the new plans to experience some of the new features.
Find below the table for the features available only in the new licensing plans
Feature | Basic | Professional | Enterprise |
Profanity Library | - | - | ✔ |
Answer Bot | - | - | ✔ |
Company | ✔ | ✔ | ✔ |
Company Scoring | ✔ | ✔ | ✔ |
Widgets | - | ✔ | ✔ |
Form Controllers | - | ✔ | ✔ |
Channels | - | ✔ | ✔ |
FAQ, Small talks, Business terms, UAQ's | - | - | ✔ |
Codeless bots | ✔ | ✔ | ✔ |
To know your current plan, visit this link. We have also introduced add-ons that can be purchased based on your business needs
New SalesIQ Users:
New users can enjoy all the features available based on their subscription. To see the complete feature list, view our pricing page here.
Bundle users:
Zoho One and CRM Plus users can avail all the features of the SalesIQ 2.0 available on the Enterprise version.
Please use the SalesIQ 2.0, give us your feedback, and tell us how we can improve. Stay updated for our daily snippets on this forum, where we will dive into all the new features and enhancements in SalesIQ 2.0.
Regards,
Naveen
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Topic Participants
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Ashish Bhatnagar
Aravind
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