Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features that have elevated how businesses connect with their customers across the globe. Let’s take a quick look at the highlights and top releases of the year, shall we?



We saw a wide variety of feature releases on SalesIQ focused mainly on the following areas, contributing to the overall evolution of the product.
  • Enhancements for advanced customer connectivity 🌐 πŸ’¬
  • Expanding to a global audience 🌏
  • Optimizing user experience βš™οΈπŸŽ¨

Enhancements for Advanced Customer Connectivity πŸŒ πŸ’¬

1. WeChat + SalesIQ Integration: Converse with WeChat users directly from SalesIQ! 🀝

Our integration with WeChat allowed businesses to communicate directly with WeChat users from within the SalesIQ dashboard. 
  • Operators could easily use SalesIQ's support tools like canned replies, articles, FAQs, tags, widgets, etc., enhancing their ability to provide contextual assistance.
  • Not just that, operators can also easily nurture the leads from WeChat by easily pushing their details to CRM and also converting the chats from WeChat to helpdesk tickets, pushing them to Desk with a single click. Learn more
selectedImg

2. WhatsApp Templates: Create and share WhatsApp Templates from SalesIQ πŸ’¬

With WhatsApp templates on SalesIQ, one of the most awaited features, businesses can now create and save templates/message layouts that can be easily inserted into your WhatsApp conversations, from within your SalesIQ operator chat window. 
And, Bonus? Closed WhatsApp conversations need not remain closed any more! Now you can start conversations with WhatsApp users using WhatsApp Templates. Learn more


3. Chatbots for Telegram & LINE: Expanding Automated Messaging πŸ€– 

Already being supported on Facebook, WhatsApp and Instagram, we have now added our chatbots support for Telegram and LINE as well. This means that you can now sit back and let your bots take over chats from your Telegram and LINE audience, streamlining customer support, reducing response time and most importantly, freeing up your operators time to focus on complex queries and issues. Learn more


Expanding to a Global Audience πŸŒ 🀝

4. 30+ Language Support for Chatbots πŸŒ

To enhance and simplify global customer service further, we've expanded our chatbot's language support to over 30 languages. This ensures that your business chatbots (Zobot & Answer bot) can interact with customers in their preferred language, increasing engagement, improving customer satisfaction, and breaking down language barriers to provide seamless support. Learn more


5. Azure AI Translator: Breaking Language Barriers πŸš€

With the Azure AI Translator integration, SalesIQ is now further equipped to translate chat conversations in real-time, eliminates language barriers, enabling businesses to engage effectively with customers from worldwide. While SalesIQ already supports the Google Translate integration, we have now added Azure AI Translator to its translation arsenal to cater to a wider user base to facilitate real-time visitor message translation. Learn more


6. Hebrew Right-to-Left (RTL) Support: User-friendly Chat Experience πŸ’¬

Recognizing the importance of regional customization, we introduced Right-to-Left (RTL) support for Hebrew, providing a more natural and accessible interface for our Hebrew users. SalesIQ already features RTL support in Arabic. Hebrew has now been added to the 'Right to left' bandwagon, ensuring a user-friendly experience for our Hebrew-speaking community. Learn more


Optimizing User Experience βš™οΈπŸŽ¨

7. SalesIQ Desktop Apps: Seamless Access Across Devices πŸ–₯️

Another big highlight of this year was the launch of SalesIQ Desktop Apps to the App Store on Mac as well as the Microsoft store on Windows. The desktop app features exclusive options like auto-launch on device startup, Actionable notifications, access options on the Dock/Tray, Hide when Close etc, for enhanced user experience. Learn more


8. Articles support on Instant Messaging Channels πŸ“ 

SalesIQ articles support has now been extended to all Instant messaging channels, such as Facebook, Instagram, WhatsApp, Telegram, LINE, and WeChat. Operators can now share the articles to assist IM channel users. The shared articles will be displayed to the visitors in the form of URL links. Learn more


9. The All SalesIQ New Live Chat Widget: Faster and More Engaging βš‘πŸ’¬

To wrap up the year, we launched a completely revamped live chat widget. Now twice as fast and fully optimized for engagement, the new widget is designed to help boost your site's SEO and reduce bounce rates. With minimized data usage it delivers consistent performance even on slower mobile networks and is also WCAG Compliant ensuring accessibility, offering an inclusive experience for all users. Learn more


Other Interesting Launches⚑

Along with the above listed top releases, we did have a few other launches that catered to user demands and expectations while adding to SalesIQ's wealth of features.
  • SalesIQ-Desk Integration: Managing Tickets Within Chat 🀝 - Seamlessly edit and manage help desk tickets directly from the operator chat window, streamlining sales and support collaboration.
  • Starting a Cliq Internal Chat from SalesIQ πŸ‘©β€πŸ’» - Start a Cliq internal group chat right from SalesIQ for an ongoing, closed or missed conversation to discuss chat/customer-related queries with your fellow operators and Cliq users.  
  • Extended Chat Time: 24 Hours for IM Channels πŸ’¬ - Keep customer conversations active for up to 24 hours across Instant messaging channels, ensuring no interaction is left unresolved.
  • Multi-WhatsApp Business Account (WABA) Support βš™οΈ - For businesses managing multiple WhatsApp accounts, each SalesIQ brand can now be connected to its unique WABA within SalesIQ, enabling them to manage them as separate entities. 
  • SalesIQ TV App for Real-Time Insights πŸ“Ί - Get live updates on business performance and visitor metrics with the new SalesIQ TV App, now available on Android and Apple TV.
  • Card Wait Time for Bot End Messages πŸ’¬ - Set a delay/wait time for the bot’s end card to ensure visitors have enough time to view important information before the chat closes.
  • Live insights (Reports) πŸ“Š - Get a real-time overview of incoming and outgoing chat/call volume, operator availability, and more, helping you better plan support split across teams with the live insights section on the reports dashboard.

Looking Ahead: What’s Next? πŸš€

This year’s updates reflect our commitment to providing businesses with the tools they need to create meaningful, personalized connections with customers. Whether through enhanced communication options, multilingual support, or seamless integrations, every new feature has been designed with your needs in mind.
But we’re just getting started. The journey of Zoho SalesIQ is one of continuous innovation, and we’re excited to keep building and improving to help you connect with customers better, faster, and more effectively than ever before.

Thank you for being part of the Zoho SalesIQ journey. Here’s to another year of growth and innovation!


Warm regards,
Hameetha | Zoho SalesIQ

    • Recent Topics

    • Log incoming calls on Android CRM?

      I keep reading that I'm able to log incoming calls on the CRM app for Android, but when I answer a call and hang up, I never get the option to log. Is there a special admin I need to do for that? Or permissions? Thanks

    • How do i send an automated email 10 days after closing a ticket

      I am trying to set up an automated email to the customer a set period after the ticket is closed. I have created the email template, but i cannot work out how to set the trigger to send this out. Can someone point me in the right direction please? If

    • Domain Verification

      Hey,  How do I know that my account is verified by Zoho?  Do I need some zd code/number for it?  Need help asap! 

    • Sender not verified message showing on mails sent using zoho mail

      Hello, I am using Zoho mail to send and receive emails. Whenever i send emails to zoho mail id, it showing a message "Warning! Unverified sender.We could not verify that the email was actually from sending email. Be cautious when opening any links/ attachments,

    • Mail Outgoing blocked. Reason :Mail rate exceeded limit

      Hello, Please unblock my mail account: ser1@innspo.com Thanks

    • Export view via deluge.

      Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

    • Why is Zoho Mail support so lousy?

      This is not the first time I voiced out about this, the first time was 2 months ago https://help.zoho.com/portal/en/community/topic/what-the-actual-fk-is-wrong-with-zoho-mail-support where I had to follow 7 times in the span of 2 months to get a (unhelpful)

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Add Google Workspace Module to Zoho Flow

      Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and

    • Separate Triggers and Enhanced Information for Zoho One Departments and Groups in Zoho Flow

      Dear Zoho Flow Team, I hope this message finds you well. Currently, there seems to be a mix-up between zoho one departments and groups in Zoho Flow, which causes some challenges in handling triggers effectively. For instance, when using the "User added

    • Creator Subform to CRM Subform

      Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have a Creator form that once submitted creates a new Location in the CRM. Inside a Location there is a subform for hours of operation. I collect those hours in

    • not able to accept the Invitation

      not able to accept the Invitation

    • Inventory Management for Manufacturer

      Hello, We are a manufacturing company in the FnB industry. We want to use the inventory management system to manage our raw material stocks and at the same time once we produce items, we need to increase our final product inventory while decreasing the

    • Subform Time field showing as null in script.

      Good Afternoon everyone. I am trying to take the information from my subform and populate it into a multiline field in the CRM. The code below works with no errors. The problem is, it shows that the Open and Close (Time fields) are null. But they are

    • Is there a way to sort report on record template by a specific field like date field

      Hi, Is it possible to sort the report on the record template by the date field and not the default Added Time. Please check the example bellow: The records are sorting by the added time I wand to change that by the date field,

    • Another nightmare experience with a "Zoho Partner": Cloud Z Technologies

      I found "CloudZTech" on fiverr and I hired them to do a simple $300-$500 task. They did not deliver on time and I was forced to fire them. You guys must watch out for these fake ZOHO PARTNERS, 99% of them don't have the expertise necessary to help. I

    • Produce application url to be common for all the Creator application Stages

      I am trying to develop an application using the 3 environments steps like development, stage, production. I am trying to pass in a variable url like which redirects to a Report inside the application URL = "https://creatorapp.zoho.eu/insurancemarket/environment/development/all/#Report:Sign_Up_Form_Report"

    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

    • Bill quantity received / PO quantity

      PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO

    • Inventory API - How do I add a payment to a bill using the API?

      I can update the "notes" field but I don't know how to add a payment to an existing bill. Is this possible? Does someone have a working example?

    • Update Multi select field values to another form table as individual record

      Hi, I am new to coding and do basics within deluge. I need help with the deluge script to meet the following requirement. Form Student Attendance The fields are : Attendance Date Course (Lookup to Course Form) Class (Lookup to Class Form) Students (Multi

    • Why Doesn't TrueSync Desktop App Have an Auto-Update Feature?

      I have to manually update the app myself. I think it's a big shortcoming.

    • Link Zoho Inventory to Clover POS

      Is it possible to link zoho Inventory to Clover POS?

    • How can I start trial version without any example data?

      I am lazy to manually delete each data in every section. Is there any button to fresh start my account from zero?

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Building a custom site

      do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like https://trackscourier.com/jnt-tracking-ph/. Is it doable? Please assist.

    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

    • Selecting ZOHO Help Desk Plan for Startup

      Hello everyone, We at unisouk are setting up a Product support team for our platform. and probably we will be team of 3-5 people. Which plan would cater my needs to address customer technical queries and maintain the inflow of various channel queries

    • Where do we manage tags?

      Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?

    • Possibilité de créer des boutons de raccourci dans les tickets Zoho Desk

      Bonjour, J'ai développé plusieurs automatisations avec Zoho Deluge pour optimiser la gestion des tickets. Je souhaiterais savoir s’il est possible de créer des boutons de raccourci directement accessibles dans l’interface des tickets afin de déclencher

    • Update to the Merge Tickets Functionality

      This is to inform you about a significant update to the Merge Tickets functionality in Zoho Desk.  Until now, while merging tickets, a user could set one ticket as the master ticket and choose the final value for any field from any of the secondary tickets too. As a result of this provision, many a time, crucial details related to the master ticket faced the risk of being excluded in the final, merged ticket. To overcome this challenge, we have decided to make the value of some critical fields unchangeable,

    • Setting up CRM for RFP workflow management

      This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if

    • Integrating Calendly with Zoho Calendar in Zoho Mail

      I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration

    • How to send binary data in invokeurl task?

      Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

    • Unable to access Zoho Desk at all - has an extreme slow load and then just remains blank

      This is all I see:

    • Demande : Épingler automatiquement un commentaire via Deluge

      Bonjour, Je suis utilisateur de Zoho Desk et j'ai développé une fonction avec Zoho Deluge permettant d'ajouter automatiquement un type de commentaire à chaque création de ticket. Cependant, j'aimerais pouvoir épingler ces commentaires directement depuis

    • Unknown error occurred

      Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.

    • Using Creator API access tokens in deluge script

      I am working on generating download urls for files that are uploaded via a creator form. I want to include these urls in record templates so they can be easily accessed. The goal is to make downloading multiple attachments in a record as quick and easy

    • Option to Re-order from past orders

      Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?

    • Display your zoho contact name when they call your mobile number

      As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.

    • Next Page