In sales, timing is crucial. It makes a huge difference.
What if a prospect is checking out your pricing page? Or a high-value lead revisits your business' website or mobile app while you're at lunch? You can’t afford to miss that opportunity, and you need to strike immediately. Right?
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?
Let’s explore how the SalesIQ Mobile App can make a sales representative's day-to-day activities much more efficient and effective.
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.
The SalesIQ Mobile App enables sales representatives to chat with website visitors straight from their phone, responding in real time without needing to be at a desk.
How this helps sales reps?
- 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.
With
Lead scoring on SalesIQ, sales representatives can easily spot and prioritize high potential leads and engage with prospects who are most likely to convert. The lead score will be based on the visitor's actions on your website/mobile app.
How this helps sales reps?
- 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.
Knowing who is on your website/mobile app and understanding their journey and intent is crucial for personalized sales engagement. The SalesIQ Mobile App tracks visitor activity like what pages they view, how long they stay, and what interests them most in real time, helping sales representatives tailor their conversations based on interests and needs.
How this helps sales reps?
- 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.
SalesIQ syncs seamlessly with
Zoho CRM, allowing reps to add leads, contacts, and even add deals and follow up tasks on CRM—all from the SalesIQ Mobile App.
How this helps sales reps?
- 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.
With SalesIQ’s
Answer bot and
Zobot, routine queries to complex workflows can be easily automated on chat as a first level filter, offloading your operator's workload to a huge extent.
How this helps sales reps?
- 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
Sales success today isn’t just about having the best product; it’s about engaging the right person at the right moment. With the Zoho SalesIQ Mobile App, you can stay connected, responsive, and efficient—no matter where you are.
Do check out the SalesIQ Mobile App for
iOS and
Android and equip your sales teams with the agility they need to convert more prospects into customers.
Hope this was helpful and we'll see you soon with another interesting post!
Cheers,
Hameetha
Recent Topics
Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
Store "Sign in with Google/Microsoft/GitHub etc." details
Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username
Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
Tip of the Week #72– Assign thread ownership to avoid confusion.
When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designating
Unarchive tickets
How can I manually unarchive tickets?
Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images
Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,
FSM trying again
have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service
Feature Request: Conditional Field Mandatoriness Based on Display Status
Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in
Data Migration Strategies for Moving to a Cloud Solution
Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it
Commerce Order as Invoice instead of Sales Order?
I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this
How to set different item selling prices for Zoho Commerce and Zoho Books
Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price
Time Entry Notifications
Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?
How to report 'Response violation' OR 'Resolution violation'
Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect
[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales
Power of Automation :: Quick way to associate your Projects with Zoho CRM
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
Date triggering Workflow rule
I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run whenever
Restricting contact creation
Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emails
Import Holiday Calendars
HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards Jamie
Filtering Tickets based on Email headers
We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
Error 550 5.4.1
I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciated
Billing Management: #2 Fair way of Billing- Prorated Billing
Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. Prorated
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
Has Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
How can I filter a field integration?
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.
Adding image in HTML report page
Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market
How to change view of HTML report based on device but always print in A4
Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always
Age Calculation
I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
Search on Custom Field
We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a
Sendmail function / custom action?
I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered
API to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
Canvas View in Zoho Recruit
Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
What impactful sales coaching techniques have you used to boost your team's performance?
I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned
Adding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
Zoho Finance Suite - Customer Custom Tabs - Dynamic Link
Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
Possible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.
How can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
Formatting of Balance Sheet and Profit & Loss Reports
The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
UK MTD reports concerning turnover and cerash accounting
Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are
Retainer Invoice.
Why ZOHO not have facilities to deduct partially advance payment from an invoice.
IMAP Server not responding.
Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.
Next Page