Zoho Desk + Zoho Sales IQ - Intégration pour offrir la meilleure expérience support

Zoho Desk + Zoho Sales IQ - Intégration pour offrir la meilleure expérience support



Tout en bénéficiant des services de support client performants, il arrive fréquemment que des données importantes soient isolées sur plusieurs plateformes, ce qui gêne et complique l'expérience des  agents et des consommateurs. Les systèmes de support traditionnels se concentrent sur la résolution des problèmes, mais ne disposent pas des capacités nécessaires pour interagir activement avec les consommateurs. Pour devenir un champion de l'assistance à la clientèle, il faut disposer des bons outils et des bonnes stratégies.

Combler le fossé avec SalesIQ  

C'est là que SalesIQ intervient en tant que plateforme efficace d'engagement des clients (EC). SalesIQ élargit le paradigme traditionnel de support en offrant des informations en temps réel sur le comportement, les préférences et les interactions des clients. Notre intégration avec Zoho Desk vous permet de combler facilement le fossé entre le support et l'engagement proactif, améliorant ainsi votre capacité à offrir une expérience client personnalisée et efficace.

Avantages de l'intégration de Zoho Desk avec Zoho SalesIQ

  • Communication transparente

Plus besoin de passer d'un onglet à l'autre. Les chats en direct sur Zoho SalesIQ s'intègrent aux tickets de Zoho Desk, créant ainsi un parcours fluide pour les clients et les agents. Pas de conversations interrompues, juste une prise en charge cohérente.


  • Un système de ticket support efficace

Un système de ticket support efficaceLe système de ticket de Zoho Desk est alimenté par les informations de chat de Zoho SalesIQ. Les requêtes des clients se transforment en tickets, ce qui garantit qu'aucune demande ne se perd dans la masse.

  • Vue à 360 degrés du client

Plus de vision en tunnel. Voyez la situation dans son ensemble grâce à une vue à 360 degrés du client. L'historique de vos conversations avec Zoho SalesIQ est intégré aux tickets Zoho Desk, ce qui permet aux agents de personnaliser l'assistance et de dépasser les attentes.


  • Synchronisation des données

Plus besoin d'entrer manuellement des données. Grâce à cette intégration, les détails des clients, les transcriptions de chat et les tickets se déplacent sans effort d'une plateforme à l'autre, ce qui permet de gagner du temps et de minimiser les erreurs. Votre équipe peut se concentrer sur ce qui compte le plus : les clients.


  • Engagement dynamique

Passez de la réactivité à la proactivité. Le chat de Zoho SalesIQ déclenche des conversations au moment opportun, tandis que les outils de support Zoho Desk offrent des réponses parfaites. Anticipez les besoins, offrez une aide ciblée et transformez les visiteurs du site Web en fans fidèles.



L'intégration Zoho SalesIQ + Zoho Desk n'est pas qu'une question de facilité, c'est une façon de ré-imaginer le support client. Cette intégration dynamique vous permettra d'élever votre performance et de devenir un véritable champion dans le domaine du service client.

Associer votre compte Zoho Desk à votre compte Zoho Sales IQ

Avant de commencer à explorer comment l'intégration des deux applications peut améliorer l'ensemble de vos opérations de support client, vous devez configurer votre Zoho SalesIQ pour qu'il fonctionne avec votre base de données client à l'intérieur de Zoho Desk.

Bon à savoir :

  • Vous devez avoir un compte Zoho Desk. Les privilèges, accès et permissions attribués à votre compte de Desk sera identique à celui de Zoho SalesIQ.
  • L'email du compte utilisé dans Zoho SalesIQ et Zoho Desk doit être le même, vous ne pouvez pas intégrer le compte d'un autre bureau avec votre compte SalesIQ.
  • Après l'intégration, si le compte Zoho Desk ou l'utilisateur est supprimé/désactivé, SalesIQ vous demandera d'intégrer un autre compte.
  • Lorsque vous avez réussi à associer votre compte Zoho Desk à votre compte Zoho SalesIQ, vous pouvez commencer à configurer les autres aspects de votre intégration.
 
Pour en savoir plus, consultez notre page d'intégration.
 
Avez-vous déjà intégré votre service d'assistance et de chat en direct ? Faites-nous part de la manière dont cette intégration a profité à votre organisation dans les commentaires ci-dessous.
 
L'équipe Zoho France

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Desk - Astuce #5 : Déplacer les tickets entre les départements

                                                              Bonjour à tous, Il n'est pas rare que vos clients créent des tickets dans un département qui n'a pas l'expertise requise pour les traiter. Vous devez transférer ces tickets vers le département concerné, afin qu'ils ne passent pas à travers les mailles
                                                            • Zoho Desk - Nouveautés 2023

                                                              Bonjour à tous,  Comme vous le savez, Zoho cherche en permanence à vous proposer des logiciels complets et au plus proche de vos attentes. C'est pourquoi toute l'équipe Zoho Desk est fière de vous présenter la nouvelle version de votre logiciel de service
                                                            • Desk : Le cycle de vie d'un ticket - Introduction

                                                              Voici une nouvelle série en 3 chapitres, dans laquelle nous allons vous dévoiler comment Zoho gère l'intégralité de son service client sur Zoho Desk.   Zoho compte plus de 60 millions d'utilisateurs à travers le monde et offre plus de 50 différentes solutions.
                                                            • Zoho Desk - Chapitre 1 : Anticipez vos besoins

                                                              Bonjour à tous, Continuons notre série de la rentrée et découvrons comment Zoho gère 60 millions de clients grâce à Zoho Desk. Contrairement à ce que l'on peut penser le cycle de vie d'un ticket commence bien avant qu'il arrive dans notre logiciel client.
                                                            • Desk Astuce #6 : Ajouter plusieurs comptes réseaux sociaux

                                                              Bonjour à tous, Découvrons dans cet article comment vous pouvez ajouter plusieurs pages d'un meme réseau social dans Zoho Desk. Pour cela suivez les étapes suivantes : Connectez-vous à Zoho Desk avec les privilèges d'administrateur. Cliquez sur les paramètres


                                                            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 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

                                                                                                            • Enable Conversation Context Retention for SalesIQ Answer Bots

                                                                                                              Hello Zoho SalesIQ Team, We hope you are doing well. We have noticed that SalesIQ bots currently fail to maintain conversation context in Hebrew. For example, when we follow up on a previous answer or ask for clarification in Hebrew, the bot either provides
                                                                                                            • Automatic Hebrew Small Talk Setup Without Duplicate Term Errors & Manual Configuration

                                                                                                              Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Small Talk feature in Zoho SalesIQ, specifically for Hebrew language support. Current Challenge: When setting up Small Talk for Hebrew, we encounter multiple issues: Simple
                                                                                                            • Should I Add Leads in Bigin?

                                                                                                              ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list.  if I enter them I can track them (I understand
                                                                                                            • Zoho Books - Perform a validation check before an invoice is marked as sent or sent

                                                                                                              Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)
                                                                                                            • Flow error "given url is wrong"

                                                                                                              when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."
                                                                                                            • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

                                                                                                              Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.
                                                                                                            • Bigin Android app update: Email filters enhancement, change owner for related records.

                                                                                                              Hello, everyone! In the most recent Bigin Android app update, we have introduced additional email filters and an option to change the owner of related records. Email filters: We have now brought in support for 'All Emails' and 'Added from Widgets' filter
                                                                                                            • How can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK

                                                                                                              Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general information
                                                                                                            • AI & Zoho Recruit

                                                                                                              Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation
                                                                                                            • Workdrive and ChatGPT Team Synced Connectors

                                                                                                              Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition
                                                                                                            • widget url 404'ing

                                                                                                              I'm creating a widget for the first time. When I grab the url from the base url section of the widget builder and append /widget.html it 404's Just wrote a very basic test. I have a folder structure app.zip - widget.html --js/app.js /widget.html <!DOCTYPE
                                                                                                            • Unable to Edit Pick-List Items in Custom Project Field(s)

                                                                                                              I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,
                                                                                                            • How to display results from zoho.crm.searchRecords in message window

                                                                                                              Hello, I've created a custom function which is linked to a custom button which pulls a date from our contacts module and searches a date field in our quotes module and returns all records matching the date. My issue is, how to I get this to display the
                                                                                                            • Domain Transfer

                                                                                                              Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.
                                                                                                            • Select CRM Custom Module in Zoho Creator

                                                                                                              I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
                                                                                                            • New User - Opening Stock Aging Report

                                                                                                              I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory
                                                                                                            • Bulk Receive Multiple Purchase Orders

                                                                                                              Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.
                                                                                                            • Manual Invoice

                                                                                                              How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector
                                                                                                            • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

                                                                                                              I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?
                                                                                                            • Merging contacts and or accounts

                                                                                                              Hello, In a prior CRM we were able to merge contacts and or accounts.  We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the
                                                                                                            • Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?

                                                                                                              I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a
                                                                                                            • Zoho Learning Management System - Certificate Upload by Employees

                                                                                                              We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
                                                                                                            • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                                                                                              Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                                                                                            • Button or Links order

                                                                                                              Is there a way to re-order the buttons or links that are created?
                                                                                                            • Adding Multiple Products (Package) to a Quote

                                                                                                              I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
                                                                                                            • 'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.

                                                                                                              It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at
                                                                                                            • Request for Subform Support in Zoho CRM Webforms

                                                                                                              Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely
                                                                                                            • Formatting Mailing Labels

                                                                                                              I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random
                                                                                                            • Maxima Address on FSM Customer

                                                                                                              Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?
                                                                                                            • How to Track Inventory Usage from Zoho FSM to Zoho Inventory?

                                                                                                              Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts
                                                                                                            • View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

                                                                                                              In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in Zoho
                                                                                                            • How to Create a YTD vs Last YTD Comparison Report in Zoho Analytics?

                                                                                                              Hi everyone, I'm trying to build a report that compares Year-to-Date (YTD) metrics from this year to last year. I’m struggling to get accurate results using custom formulas or aggregate functions. Has anyone successfully created a YTD vs LYTD comparison
                                                                                                            • Transforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)

                                                                                                              ¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agosto
                                                                                                            • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

                                                                                                              Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and
                                                                                                            • Mails are not being sent from custom Deluge function

                                                                                                              We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"
                                                                                                            • Currency transition

                                                                                                              We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.
                                                                                                            • Notes and Attachments visibility can now be restricted based on profiles

                                                                                                              Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
                                                                                                            • Zoho webinar--hard for agencies

                                                                                                              So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their content
                                                                                                            • Celebrating Raksha Bandhan with Zoho Desk: A Bond of Trust, Protection, and Service

                                                                                                              Raksha Bandhan, celebrated across India, symbolizes the sacred bond of protection and affection between siblings. “Raksha” means protection, “Bandhan” means bond or knot: together, it represents a knot of care and security. On this occasion, we'd like
                                                                                                            • Banking > Import statements with a csv file

                                                                                                              Good morning, I am regularly using the "import statement" option to match my transactions. I've been using csv files produced by my bank online and was able to import my transactions. Until now. Thank you for your help for fixing this ! Alex.
                                                                                                            • Next Page