But in reality, sales people may not always be available at their desks. Whether your sales representatives are meeting a client, commuting, or taking a quick break, opportunities can arise at any moment—and your Sales Team needs to be ready.

And, we have the perfect solution!  The Zoho SalesIQ Mobile App is built to give sales professionals the tools they need to connect with visitors to your business' website or mobile app in real time, qualify leads intelligently, and manage their pipelines on the go.

How does the SalesIQ Mobile App help your sales team?

I. Engage prospects instantly, even when on the move

On the way to a client meeting, Emma, a sales representative, gets notified that a visitor has entered the website and checks to see that they are viewing a particular product. With one tap on the SalesIQ App, Emma initiates a live chat, answers their questions, and sparks immediate interest—all before reaching her destination.

• Be instantly available to answer prospect questions - wherever you are.
• Respond instantly to inbound queries to reduce turnaround time.
• Initiate chats based on visitor behavior, instead of waiting for them to reach out.

II. Spot and Prioritize High-Potential Leads

As Emma chats, she notices that the visitor’s lead score is high: they've browsed key product pages and downloaded the pamphlet earlier. Realizing that the visitor is highly interested, she gives them priority, reaches out with a customized offer to close the deal faster.

• Eliminate guesswork by focusing on leads with real buying intent.
• Save time by not chasing cold or low-intent prospects.
• Use visitor activity to automatically qualify leads based on their potential.
• Receive push notifications when high-priority leads visit your website/mobile app, ensuring timely engagement.
  

III. Monitor Visitor behaviour with Live Visitor View

Seeing that the visitor has just clicked on the "New Offers" page, Emma shifts the conversation:

“Would you like me to show you a list of customized brand-new offers that are trending right now?” This personalized approach immediately connects with the visitor, peaking their interest and paving the way to a potential purchase.

• Quickly understand each prospect’s needs without asking repetitive questions.
• Use page navigation history to gauge visitor intent and tailor your approach.
• Jump into conversations at the perfect time, based on live visitor behavior.
  

IV. Update CRM and Keep Deals Moving — Instantly 

As Emma almost reaches her destination for her client meeting, she decides that this was a successful live chat with a potential client, and Emma quickly updates the lead’s details in Zoho CRM using the Mobile App, ensuring a smooth transfer of data and seamless handover for sales follow-up.

• Add or update lead details in Zoho CRM right from the mobile app.
• Access critical customer information before initiating a chat.
• Maintain clean, up-to-date CRM data on SalesIQ without ever navigating to CRM.
  

V. Let AI Do the Heavy Lifting for Routine Tasks

Later at night, when the business is offline, a visitor asks about the refund policy. The SalesIQ AI chatbot immediately provides the correct information, collects the visitor’s contact details, and flags them for follow-up—allowing Emma to follow up with the lead the next morning seamlessly.

• Free up sales reps' time to focus on complex, high-value conversations and tasks.
• Ensure prospects get instant responses, even outside of working hours.
• Boost productivity without sacrificing personalization.
  

VI. Trigger Custom Push Notifications to Drive Conversions

During a weekly sales followup, Emma notices that earlier in the week, a visitor had spent time browsing a pair of sneakers but didn’t complete a purchase.

Emma, using the SalesIQ App, notices the browsing history and drafts a personalized push notification with an offer, to drive sales. The visitor returns to the website, applies the offer, and completes the purchase. In this way, a missed opportunity becomes a closed deal with well-timed, engagement.

With the SalesIQ Mobile App, sales reps can send personalized push notifications to visitors based on their past navigation history on your website or mobile app. By tailoring messages to match user behavior and preferences, reps can re-engage prospects, nudge them toward a purchase, and revive cold leads—all without sounding generic or intrusive.

How this helps sales reps:

• Re-engage visitors who showed interest but didn’t convert.
• Deliver timely, personalized messages based on each visitor’s browsing behavior.
• Drive return visits and accelerate purchase decisions with targeted deals or recommendations.
  

Final thoughts: Equip Yourself to Sell Smarter