Zia profile enrichment on Zoho SalesIQ

Integrating Zia profile enrichment with SalesIQ

Now, Zia can provide information about visitors' companies based on their email domain without any third-party integrations like Clearbit—Enrichment and Leadberry. With Zia profile enrichment, you can access in-depth data about your prospects, such as business, contact, social data, and visitor metrics. 

The Zia profile enrichment provides up-to-date information about the visitors' companies. You can use the data to analyze the companies and improve your B2B sales. The data also makes it easier for operators to reach out to the companies. 

How to enable Zia profile enrichment?

  1. From the Settings page, go to Global settings > Operator interface, scroll down to Profile enrichment.
  2. Toggle the switch to enable Zia profile enrichment. 
  3. Now you can view details about visitors' company info on the Zia profile enrichment widget in the chat window and the Companies module inside the Visitors module on the dashboard. 

Warning
Note:
  • Zia profile enrichment is available only for enterprise users.
  • Other enrichment integrations like Leadberry and Clearbit - Enrichment must be turned off to enable Zia profile enrichment. 

How do you view the visitors' company info?

  • In the SalesIQ dashboard, navigate to Visitors > Companies, and click on the company you want to view.

  • In the company info tab, you can view various essential information about the company.

 Company information

  • Name: The name of the company.
  • Employee Count: The number of employees working in the organization.
  • Phone No: The phone number of the company.
  • Domain: The official website of the company.

Company visit information

  • First visit: The first day when an employee of the company landed on your website.
  • Last visit: The most recent visit made by an employee of the company.
  • Number of Visits: Number of visits made by the employees of the Organization.
  • Number of Conversations: Number of chats initiated by the firm's employees.
  • First Visit Source: Source through which the company's employee visited your website.
  • Number of Contacts: Total number of contacts from the company.

How do you view the visitor's company info in the chat window?

You can view details about the visitor's company right inside the operator chat window using the Profile enrichment widget. The widget will show details about the visitor's company based on their email address. Operators can use this widget to get more details about the company and converse with the visitors accordingly.