Tips & tricks: Make SalesIQ automations work for you

Tips & tricks: Make SalesIQ automations work for you

Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word.
But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this without manual effort?



Let’s see how a few SalesIQ automations quietly work behind the scenes through the journey of a website visitor named Alex.

1. Identifying hot leads → Lead Scoring

  1. Alex lands on the Zylker Sports website and starts exploring a new football kit.
  2. SalesIQ scores him automatically based on his page views, cart actions, and previous visits. 
  3. Because with SalesIQ's Lead Scoring, high-interest visitors are given the score set up in the scoring rules, so that operators know whom to target and who are just window shoppers.

2. Engaging visitors automatically → Triggers

  1. As Alex lingers on the product page, he is identified as a potential lead, and a friendly trigger message pops up:
            "Hi Alex! Need help picking the perfect football kit?"
  1. This personalized nudge encourages Alex to engage, starting a conversation automatically. Because only visitors who meet your lead criteria, like Alex, receive such targeted messages, others will not.

3. Route to experts and maximize on every chat → Routing + CRM Integration

  1. When Alex responds, routing rules make sure his chat reaches an operator who specializes in football accessories instantly.

  1. Every interaction can be automatically logged in CRM (CRM integration settings), ensuring nothing is missed and follow-ups are easy.
  2. By the end of his visit, Alex feels supported, while your team has all the insights they need to engage effectively and maximize conversions.
Idea
Quick recap: Until now, Alex has been identified as a high-intent visitor with lead score and was nudged with a friendly trigger. Once he responded, he was connected with the right operator through routing rules and his details were automatically pushed to CRM for easy follow-up. 

But, what if you could do all this with one single automation?

Imagine an all-in-one solution that handles everything. From identifying which visitors are prospects, engaging and supporting them, progressing the conversation and carrying out almost everything that an operator can do, all without human intervention.

Zobot makes that possible.

4. Automate everything, end-to-end → Zobot

  1. With Zobot, you can do it all. You can make your bot trigger proactive messages to your target audience based on predefined criteria. This means the bot engages only with qualified visitors, not every site visitor.
  2. So when a visitor like Alex moves into the potential leads bucket, the bot can automatically send a friendly, personalized message (which you can configure).

  1. From there, you could design the bot to:
    1. Collect visitor details
    2. Suggest or recommend products
    3. Schedule an e-commerce order
    4. Create a lead in your CRM for follow-up
    5. and so much more!
The choice is yours and the possibilities are endless. You can define exactly how you want your bot to behave and respond.
To get started with Zobot, check out our help guide.
Idea
Note: Want to explore more AI features in the bot? Click here to learn more.
Hope you found these tips useful!
These are just some of the SalesIQ automations to help you engage visitors more effectively and make every interaction meaningful. Try them out on your site and see the impact for yourself.
Info
Webinar Alert: In our upcoming webinar, we’ll cover more elaborate automations with use-cases to re-engage visitors, automate follow-ups with workflows, schedule reports, and provide 24/7 support using chatbots. Register Now!
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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