Why messenger-first approach will transform your customer engagement and improve trust

Why messenger-first approach will transform your customer engagement and improve trust

Many competent businesses fail to thrive because of poor customer engagement strategies. They have an innovative team, excellent products, and services to offer. But without engaging with their customers, it gets difficult to know what the customers want; slowly, their visions will get diverted from customers' expectations, and after a point, the customer will never be able to relate to the brand that they once loved and cherished. This post is not just for businesses that make products or sell services but for everyone who wants to run a business that their customers cherish.

What is the messenger-first approach?   

When we talk about customer engagement, if the first thing that comes to your mind is email or campaign marketing, then you are doing something wrong. There isn't anything that customers hate more than being spammed with cold emails. And even worse, if you are thinking about Ads and intrusive pop-ups.

 

Customer engagement should be organic and natural, like a conversation, a small chat, or an audio call. Just like how you would approach someone in the real world, that's how you must approach your customers too.

 

Using SalesIQ, you can make the approach as natural and simple as possible with a live chat messenger. And that is what we call the messenger-first approach. Now, let's see how you can use this for your support and sales.

Messenger-first approach for support    

Most businesses will have a static customer complaint logging page where the customer provides their contact details, describes the issue, creates a ticket, and waits for a few days to get a proper response. The ticket response that arrives days after the customer's request will be sent via mail, or they will have to revisit your website to check the ticket's status. This will not only require extra effort on the customer's side; it will also make them favor your business less every time they get an issue with your product or service. Using the messenger approach to create and manage will make the support experience feel more natural.

A product can never be error-free. If your customers find resolving their issues through support more frustrating than the actual issue in the product, it means you are handing your support wrong. Whenever your customer faces a problem, they must feel it is effortless to approach you and get it fixed.

 

In SalesIQ, you can use the messenger-first approach to log your support tickets and get updates on the ticket status via chat. Now let's see how you can do that.

  1. Integrate your Zoho SalesIQ account with Zoho Desk.
  2. You can use our versatile no-code chatbots to interact with your customers and log their complaints as tickets in Zoho Desk, all from SalesIQ.
  3. Customers can also get immediate support from your operators if they require it.
  4. Checking the status of the existing tickets
  5. You can also allow your customer to check the status of their current tickets by configuring it in the chatbots. 
And all of this can be done right from their mobile app without navigating to your website.


Messenger-first engagement for sales     

Sales can always be very tricky when it comes to live chat, some operators can be very pushy, and some reveal how desperate they are to get the deal signed or products sold. In most cases, it is not the operator's or the business's fault; it is because of the app/tool they use. Most live chat apps lack follow-up actions and tools that let them take the sales process across multiple sessions. Instead, they are forced to complete the deal in one session. Otherwise, the customers would be lost forever. This would make your business sound very needy and push back even genuine prospects.

 

How can this be overcome using SalesIQ?

 

The follow-up features and SalesIQ's tight integration with other Zoho apps enable you to span the sales process over multiple organic sessions and make it a smooth process for your customers to sign deals.


What process do we recommend?

 

  1. Connect your Zoho SalesIQ with CRM and Campaigns.
  2. Start a proactive conversation with your visitor using our automated chatbots and get the visitor's details using the bots.
  3. Get your visitor's consent and loop them in your newsletters and sales mailers.
  4. Once you have essential information about your visitor, like their email, phone number, and consent, you can sync these details to your CRM and Campaigns and set a follow-up task in CRM.
  5. You can send a proactive chat with subtle updates or offers the next time they visit your website or app with chat triggers.
  6. You can also follow up on them with emails, push notifications, or quickly connect with them via audio call using Telephony even if they are not online.


 

One of the significant advantages of the messenger-first approach in SalesIQ is that the visitor doesn't see your approach as an Ad or a cold email that they are trained to avoid. It will be more organic, like how a sales process progresses when you visit a car showroom in real life.

 

We hope this was helpful to you. Feel free to share your most frustrating support and sales experience in the comments below. 

 

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

                                                                                                          • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

                                                                                                            Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for
                                                                                                          • Zoho Editor

                                                                                                            Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.
                                                                                                          • The present is a "present"

                                                                                                            The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this
                                                                                                          • KPI Widget dashboard select periods

                                                                                                            I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects
                                                                                                          • Market cap

                                                                                                            Market cap formula?? Kaise nikale
                                                                                                          • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

                                                                                                            Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to
                                                                                                          • Direct Integration Between Zoho Cliq Meetings and Google Calendar

                                                                                                            Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
                                                                                                          • Zoho sheet

                                                                                                            Unable to share zoho sheet with anyone on internet with editer option only view option is show
                                                                                                          • Mail and OS

                                                                                                            Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user
                                                                                                          • Personal account created under org account

                                                                                                            Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization
                                                                                                          • Add another account

                                                                                                            How to add another mail account to my zoho mail.
                                                                                                          • Recover deleted user

                                                                                                            Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.
                                                                                                          • No connection to the server

                                                                                                            Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys
                                                                                                          • Emails missing from desktop but visible on phone

                                                                                                            Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.
                                                                                                          • Website Hosting

                                                                                                            Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,
                                                                                                          • Can not search zoho mail after update V.1.7.0

                                                                                                            i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.
                                                                                                          • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

                                                                                                            Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even
                                                                                                          • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

                                                                                                            Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK
                                                                                                          • Remove "Invalid entries found. Rectify and submit again" modal

                                                                                                            Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error
                                                                                                          • No Functional Autosave or Manual Save Button

                                                                                                            Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
                                                                                                          • Cadence reports as front-end reports

                                                                                                            Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can
                                                                                                          • Show elapsed time on the thank-you page?

                                                                                                            Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the date
                                                                                                          • Email Integration - Zoho CRM - OAuth and IMAP

                                                                                                            Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
                                                                                                          • I need to do crud with snippet html

                                                                                                            I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?
                                                                                                          • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

                                                                                                            I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
                                                                                                          • Meeting impossible to use when sharing screen

                                                                                                            he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are
                                                                                                          • Resume Harvester: New Enhancements for Faster Sourcing

                                                                                                            We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
                                                                                                          • Incorrect “correct” password on email client apple mail

                                                                                                            I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?
                                                                                                          • Is it possible to lock editing subform rows?

                                                                                                            Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the
                                                                                                          • "Spreadsheet Mode" for Fast Bulk Edits

                                                                                                            One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
                                                                                                          • What is the maximum file size of a video upload in Zoho chat?

                                                                                                            Can I upload a 20 mb video file and share it with my colleagues? 
                                                                                                          • Update a field in ALL all calls under a contact

                                                                                                            HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,
                                                                                                          • In place field editing for candidates

                                                                                                            Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however
                                                                                                          • Automatic Matching from Bank Statements / Feeds

                                                                                                            Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                                                                                          • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

                                                                                                            I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
                                                                                                          • Fat Download of Ulaa Browser

                                                                                                            I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with
                                                                                                          • Cancelled Transfer order problem

                                                                                                            Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also
                                                                                                          • Zoho Creator customer portal limitation | Zoho One

                                                                                                            I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
                                                                                                          • Billing Management: #8 Usage Billing in Logistics & Delivery Services

                                                                                                            The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate
                                                                                                          • Tags for New Tickets

                                                                                                            Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with
                                                                                                          • Next Page