Fuel up your sales with the Zoho SalesIQ + Bigin integration
Hi everyone!
We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again.
Let's look at an example to understand how this integration can help a business in real-time.
Zylker Real Estate is an agency in Dallas. Most of their visitors use the live chat on the website to enquire about property listings, mortgage assistance, or open house timings. But, while their business is thriving, they are also facing some issues in organizing and nurturing their website prospects.
Problems they faced:
- Potential leads accessing their website and chats weren’t being duly captured in their CRM, leading to lost opportunities and conversations that ended without follow-ups.
- CRM follow-up tasks weren’t consistently created or tracked, resulting in missed chances to nurture and close deals on time.
- Sales reps lacked visibility into the prospects' past conversations on their CRM, causing repeated questions and disjointed customer experiences.
- And, when CRM contacts revisited the website, they weren’t recognized as existing contacts, leading to a disconnect and missed opportunities to prioritize and nurture these contacts as valued prospects.
The solution?
Enter the SalesIQ + Bigin Integration!
The all-new SalesIQ + Bigin integration solves all the above problems, giving businesses exactly what they need to connect engagement with sales.
Customer journey using SalesIQ + Bigin: How does this integration solve the problems faced by Zylker Real Estate?
Let’s look at an everyday business scenario to understand how this integration helps Zylker Real Estate.
A visitor named John lands on Zylker Real Estate's listing webpage for a two-bedroom apartment. He starts a chat with Operator Patricia using the SalesIQ chat widget.
- Operator Patricia answers in real-time using the SalesIQ live chat and quickly shares additional details about the property.
- Inside SalesIQ, Patricia comprehends that John is a serious prospect, because she notices that:
- John has already browsed seven other similar property pages and has spent more than an hour on the website today alone.
- He is a returning visitor who has accessed the website three times before.
- John's lead score is also at 500, which means he satisfies the criteria for the business' ideal prospect.
- With a single click, Patricia pushes John into Bigin as a new contact, right from the chat window.
Zylker Real Estate's Problem 1 - Potential leads accessing their website and chats weren’t being duly captured in their CRM - SOLVED!
- She also creates a follow-up task in Bigin right from the chat, ensuring the sales team won’t miss the chance to schedule a property viewing.
Zylker Real Estate's Problem 2 - CRM follow-up tasks weren’t consistently created or tracked - SOLVED!
- With this, the full chat transcript and John’s details are saved into Bigin, ensuring that the sales rep who follows up later will have the entire context at hand.
Zylker Real Estate's Problem 3 - Sales reps lacked visibility into the prospects' past conversations on their CRM - SOLVED!
- And the next time John revisits the website, SalesIQ instantly shows his Bigin contact details to the operator, so they know he’s not just another visitor, but an active prospect already in their CRM.
Zylker Real Estate's Problem 4 - When CRM contacts revisited the website, they weren’t recognized as existing contacts - SOLVED!
The outcome?
Instead of this chat ending with “I’ll think about it,” John has now become a tracked contact in Bigin with full context, ensuring that future interactions are more personalized, effective and well on the way to a deal closure!
NOTE: Visitors can be pushed as contacts manually by operators as provided in the above use case, or they can also be pushed automatically (integration settings or even using SalesIQ's Zobot) based on business needs.
Integration highlights that help your business
- No lost leads: Push promising chats into Bigin as contacts, automatically or manually.
- Context that travels: Chat transcripts move with the contact for seamless follow-ups.
- Never miss a follow-up: Create Bigin tasks from SalesIQ during the chat.
- Know your visitor instantly: SalesIQ shows Bigin contact details for returning CRM contacts, enabling personalized engagement.
Check out the below video to set up this integration.
For the complete process, refer to our help guide here.
Do try out the SalesIQ + Bigin Integration for your business and let us know your thoughts. For any questions or assistance, feel free to reach out to our support team at [support@zohosalesiq.com].
Warm regards,
Hameetha
Team Zoho SalesIQ
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Hameetha Nasreen
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