Automate lead generation using SalesIQ and CRM integration

Integrate SalesIQ with Zoho CRM to get the max out of your lead generation process. Zoho CRM can help you perform deeper analysis on your leads and enriches your customer data by providing valuable information on prospects. This integration allows you to manage all the needed CRM data within the SalesIQ app.

This can help you to automate your workflow and target prospective customers. Many features in SalesIQ can be customized based on the CRM values, by combining both the data from SalesIQ and Zoho CRM to help identify prospects better and make the process more efficient.

Ways you can increase the effectiveness of your lead generation

Re-purposing the use of visitor online view with CRM values.

You can cut down the process of switching between SalesIQ and Zoho CRM to verify a prospect. Instead, you can Prioritize your visitors using your CRM data directly from SalesIQ.

For example: If you run an online business, you can use CRM data to prioritize live visitors based on their CRM potential and close deals instantly.

Mitigate the process of adding leads automatically:

While integrating the CRM and SalesIQ accounts, you can configure to move the visitor details to your CRM as Lead or Contact to custom fields. You can avoid junk leads by enabling the process of approval before adding them to your account. If you want to skip this process, you can disable it.

Add leads to CRM directly from the Chat window:

After prioritizing the live visitors using CRM data in Rings view, if your operators identify a prospect they can reach out to them via chat and manually push them as a lead in Zoho CRM right from the chat window.

For example: Assume that you are an operator of an online car dealership business. When a new visitor initiates a genuine conversation, and if you feel like that visitor can become a potential customer, you can add them as a lead in Zoho CRM for future follow-up right from the chat window.

Factor in potential leads in Zoho CRM for future analysis from visitor history:

It is not possible to be vigilant and watch out for all prospects on the visitor online screen 24/7. Instead, you can use the Visitor History tab to filter out the potential leads who have landed on your website using Zoho CRM data to create custom views, and send the list to your sales team for a follow-up.

For example: Do you run a real estate business? You can integrate Zoho CRM to automate the process of filtering out potential customers with high probability and send out the list to your sales team for a follow-up.

Score your customer on your website

Scale up the lead generation process by deploying lead scoring rules. Lead scoring rules assign a particular score to a visitor when they satisfy a given condition defined by you. Higher the score higher the probability of closing a deal. Using the CRM values to score the potential visitors on your website can enhance the process of identifying and closing deals.

For example: You can set the rule with their existing CRM data - when a lead visits the website and clicks on the "pricing" page, you can add 25 points to their lead score. You can instruct your sales team to contact only the visitors who have crossed a set opportunity score, this can increase the probability of closing a deal and save operators time avoiding dead leads.

Automate leads with Zobots

Decide which customer the Zobot should engage using CRM data. Also, they can be configured to add leads to CRM autonomously. When the conditions are met, they can add visitors as leads in the CRM after collecting the required credentials. The leads generated by Zobots can be easily identified and analyzed.

For example: If you run an online clothing brand you can use specially customized Zobots, exclusive for your CRM prospects. Alternatively, use Zobots to add visitors as leads in Zoho CRM during non-business hours or when all operators are engaged.

Set intelligent triggers based on CRM values.

You can set up custom trigger actions using Zoho CRM values for your CRM prospects, it can reach out to them by sending a chat invite or show a custom banners using invoke JS API when they land on your website.

For example: If you run an online store, you can set up intelligent trigger rules that can display the discount banner, which is applicable only for the CRM potential customers.

Check out our help documentation for further details.

Regards,

Naveen

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