Connect and Engage On the Go: How Zoho SalesIQ's Mobile App Empowers Sales Teams?

Connect and Engage On the Go: How Zoho SalesIQ's Mobile App Empowers Sales Teams?

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

Quote

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

Quote

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

Quote

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 

Quote

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

Quote

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

Quote

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


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • Zoho Books Sandbox environment

                                    Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                  • Make panel configuration interface wider

                                    Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.
                                  • Image Compression Options

                                    Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report
                                  • Cannot get code to work with v2.mergeAndStore!

                                    Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of
                                  • How to hide or archive a blog post temporarily in Zoho commerce website builder?

                                    I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog
                                  • Founders using Zoho — are you leveraging Zoho Campaigns + Zoho Social for thought leadership… or just sending emails?

                                    I’ve noticed something interesting in the Zoho ecosystem. Many founders use Zoho Campaigns and Zoho Social for basic marketing—newsletters, scheduled posts, and announcements. But very few are using these tools strategically to: • Position themselves
                                  • WATERFALL CHART IN ZOHO ANALYTICS

                                    Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a Waterfall
                                  • How to mix different types of inputs (such as dropdown list and textbox)

                                    Hi, I'm creating a form called "Room Reservations" for a company. I created a "table" using "Matrix Choice". I created "Room 1", "Room 2" and "Room 3" with the "Questions". I would then like to create two columns with the "Answers", one called "Department"
                                  • Reply to Email for SO/PO

                                    Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
                                  • How to Convert NSF to PST Format Effortlessly? - SYSessential

                                    It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,
                                  • Zoho Commerce - Poor Features Set for Blogging

                                    Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need
                                  • Pass shipping info to payment gateway Zoho Books to Authorize.net

                                    For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it
                                  • Massive Zoho Books failure

                                    We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,
                                  • Does the Customer “Company Name” field appear anywhere in the Zoho Books UI outside of PDFs?

                                    Hi everyone, I’m trying to understand how the Company Name field is actually used in Zoho Books. There is a Company Name field on the customer record, but when viewing transactions like a Sales Order in the normal UI (non-PDF view), that field doesn’t
                                  • Email outbox is now available in the sandbox

                                    Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass
                                  • Looking For Recruit Developer

                                    Hi everyone, I am looking for a Zoho Certified Developer to assist with a development project for MetalXpert. We are building a software system designed to bridge the gap between a candidate mobile app and an employer web portal using Zoho Recruit as
                                  • sales IQ issue on website

                                    i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform
                                  • Multi-currency and Products

                                    One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
                                  • Deprecation of the Zoho OAuth connector

                                    Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
                                  • I need to know the IP address of ZOHO CRM.

                                    The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below
                                  • Important Update: Google Ads & YouTube Ads API Migration

                                    To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:
                                  • Zoho recruit's blueprint configuration is not functioning as mapped

                                    Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client
                                  • Super Admin Logging in as another User

                                    How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                  • Blocklist candidates in Zoho Recruit

                                    We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will
                                  • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                    Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                  • Zoho Desk - Upsert Ticket

                                    Hi Desk Team, It is common to request more information from end-users. Using forms is a great way to ensure all the required information is collected. It would be great if there were an "upsert" option on the Zoho Form -> Zoho Desk integration which would
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                  • Client Side Scripts for Meetings Module

                                    Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently
                                  • Introducing Multiple Sandbox Types and Support for Module's Data Population

                                    Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
                                  • Creator Offline

                                    We had online access setup and working on our iphones. We have just set it up on an 'Android Tablet' and it is not downloading all the images? We use it to show customers our catalogue. Any ideas. Offline components all setup on both devices
                                  • Updated font library: New font styles and custom font options in Zoho Sheet

                                    Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can
                                  • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

                                    Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to
                                  • Enable or disable any Field Rule!

                                    Hello Zoho Forms Community, We are excited to announce a powerful new enhancement to Field Rules that gives you greater control and flexibility in managing your form logic! Previously, if you wanted to temporarily deactivate a field rule, you had two
                                  • Marketing Tip #20: Increase traffic with strong meta titles and descriptions

                                    Meta titles and descriptions are what people see first on search results before they ever click through to your website. If your pages use generic titles or basic descriptions, you miss the chance to stand out, and search engines may not know which page
                                  • Different form submission results for submitter and internal users

                                    I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section with
                                  • Kanban view on Zoho CRM mobile app!

                                    What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
                                  • Not able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed Jobs

                                    Not able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed Jobs
                                  • Dheeraj Sudan and Meenu Hinduja-How do I customize Zoho apps to suit my needs?

                                    Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m looking to tweak a few things to fit my needs, and I’d love to hear what customizations others have done. Any tips or examples would be super helpful! Regards Dheeraj Sudan
                                  • is there any way to change the "chat with us now" to custom message?

                                    is there any way to change the "chat with us now" to custom message? I want to change this text
                                  • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

                                    I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,
                                  • Next Page