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

    • Recent Topics

    • sync two zoho crm

      Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
    • Side-by-Side view on Windows 11

      Is there a way to open two notes in a side-by-side view? I'm running Notebook on a Desktop running Windows 11. If this feature doesn't exist, do you have plans for it?
    • Value shows in balance sheet for Goods in Transit

      We have transferred goods from one warehouse to another warehouse and accepted the same at another warehouse. Although my balance sheet shows X amount as goods in transit value. I don't understand, how to clear that  Can anyone guide us please?
    • Resolution Time Report

      From data to decisions: A deep dive into ticketing system reports What are time-based reports? Time-based reports are valuable tools that help us understand how well things are going by breaking down key metrics over specific periods. By tracking, measuring,
    • Ask for a quote to multple vendors

      We are able to send a Purchase order, but How can we Send a quote request to our vendor, once the value changes every time? I didn't see any feature like this in Zoho Books/ Inventory. Send this request with the Items that we want to know the cost, to
    • Bigin merge field in email template for subject line to match lead name

      Hello We Are using email in to automatically create leads in our pipelines. When we want to reply from conversations, and apply an email template, it’s not matching the original subject line. It should be lead name to match. But it’s not working. Even
    • How to create auto-link between Invoice and Quote in CRM

      It's strange that when you 'convert' a quote into an invoice, it doesn't auto-link the two. How can we develop an auto sync so we don't need to manually link each invoice to their respective quote?
    • Why Are Columns Reset When Deleting Entry

      Hello, this is quite annoying. We use forms as a questionnaire for candidates, we filter entries by removing columns, when we delete an entry the columns reset. Every "delete" the columns reset, why!? Thank you
    • Pi or Pie? A slice of infinity in customer service

      Hey everyone! While Pi Day is on March 14 (3.14), July 22 marks another special occasion: Pi Approximation Day! On this day, we recognize the mathematical constant π (pi ≈ 22/7); a number that's infinite, irrational, and never-ending. Pi is essential
    • Configuración

      Hola acabo de instalar Zoho CRM y quiero configurarlo correctamente. Al respecto me surgen algunas dudas tales como la diferencia entre: Cuentas, posibles Clientes y Contactos. ¿Conceptualmente que son cada uno? ¿Como se se relacionan entre ellos? Si
    • Why Can't I add unicode emoji's to my signature?

      Why would Zoho Mail prevent me from adding unicode emojis to my email signature? Every time I try to save the signature, Zoho Mail erases the emoji and any nearby content. Every time I setup something with Zoho, I know I'm going to run into some incredibly
    • GL account associated to each supplier for new bill

      Hello I'm facing problem for all items of my bills that are not inventoried. The need is each time I enter new bill and after I select supplier the GL account section is autopopulated with default GL account (that I would like to add in supplier settings)
    • LinkedIn verification link and otp not receiving

      For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward
    • Zoho reply to not working. just reply to my self

      Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just can
    • Mail Merge Stuck in Queue

      I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails through
    • SMTP Email Sending Not Working for My Domains and Apps

      Hello Zoho Support Team, I am experiencing a critical issue with sending emails via Zoho SMTP for my domain humanhup.com. Both of my applications, HumanHup and CheapUI, are unable to send emails using Zoho SMTP, even though the same setup was working
    • Receiving too many Spam Leads. Why?

      I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory
    • Why is Zoho supporting the Proud Boys?

      Hello. This is the only way I can find to contact your company. There is someone in Maine posing as a law enforcement officer, attempting to kidnap immigrants. They are also recruiting for a known hate group. They have an email address hosted by Zoho.com.
    • Composite Item - Associated/Component Items

      I am trying to find the Associated Item/Component Item field in the Composite Item Table in Analytics. Has anyone been able to find and utilize this field in Analytics?
    • 🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

      Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the
    • Use openUrl() to edit a specific record

      I am working on a queue app for my organization. I have a master queue that is a report of meetings with workflow buttons to manipulate the records. One of these buttons I would like to open the record and edit for the purpose of changing the queue lookup
    • why i cant access my web without the www

      please help me
    • 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
    • Help Centre Articles in Desk, Zia and iframe

      Hi, We embed SOP documents into articles from Scribe into using iframe. We are looking at zia indexing articles to present to agents to aid their work. Please advise if zia can view and learn from the content within the iframe?
    • Rich Text/WYSIWYG Input Area

      I'd like to have an option on ZoHo creator to create an input text area for HTML/rich text formatting. :)
    • How to create a directory report from one-to-many relationship

      Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,
    • Change Default Selection for Lookup field

      I have a Lookup field that I have locked, when I unlock it - the user can select the proper Zone but I need it locked, since this may change based on user selection of another field. Example. There are 3 potential zones. User A selects the Hospital Account
    • Restrict visibility and user permissions Creator 5

      I don't understand how restrict visibility for reports interacts with the already established role permissions. It seems that the default on restrict visibility has everything checked for all users, but I cannot set up different levels of permission for different individuals.  Right now I have three different ways to manage users and their access and it's confusing because everything has not migrated to Creator 5. Don't the role permissions extend to the reports as well? Are the selections under
    • LMS - Why do Trainers have to be Users?

      I'm not sure why the software is set up where trainers must be users (i.e., employees). This should really be changed, as there are many cases (the majority of cases for some companies) where classroom trainers are external or contractors. If this is
    • ZOho mail not stopped working with my domain.

      i have changed my name server settings in my domain sigmasquaretec.in . After that my emails are not working with ZOHO.
    • Request to Cancel Zoho Mail Subscription

      Hello Zoho Team, I have migrated to Google Workspace and would like to cancel my Zoho Mail subscription for my organization. Organization Name: AR Creators Media Admin Email: roman@arcreatorsmedia.com Subscription ID: RPUS2005901960812 Please cancel the
    • zoho smtp limit for free users

      What is Zoho SMTP limit for free users?
    • Mailboxes and Alias Email Addeases - Best Palestine’s and Advice:

      Mailboxes and Alias Email Addresses - Best Practices and Advice: what is the best practice for the efficient means to manage And sort, alias, email addresses and third-party after or even the Zoho app itself. I am currently using both Thunderbird and
    • Has anyone built a discussion forum with a Creator Portal?

      I have built a Creator app for organisations to apply for refurbished tools that are sent by a charity. The charity now wants recipient organisations to be able to connect with each other within a region or country, to share advice on maintaining the
    • Ability for Super Admin to Set Locale Information for Users in Zoho Recruit

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability for Super Admins to configure Locale Information (Country/Region, Date Format, and Time Format) for users in Zoho Recruit. Currently these settings are only configurable
    • Add a block or widget to Zoho Sites that allows users to create an interactive contact card with contact buttons (email, LinkedIn, website, etc)

      The proposed feature consists of a pre-designed, customizable block that displays a person's contact information (e.g., a speaker, sales representative, or independent professional) and offers quick access to: Email (icon with mailto: link) LinkedIn profile
    • Zoho Recruit > Email Templates

      Dear All Background: We are using Zoho Recruit for the 4 business units under our group of company it our posting our of Job it will be done via our internal recruiter. In the Email templates, i want to be able to insert the individual business unit,
    • Zoho Voice & Zoho Recruit/CRM

      Hello, I'd love to use Zoho Voice with Recruit and CRM but it would need something very important to me, that has been a game changer to my daily routine, like Calendly has been for scheduling interview. It's call transcription with AI. I'm using Noota
    • Change start time after starting the timer

      Hello Projects Community, an amazing feature would be to change the start time of a running timer. I know this from some other time tracking softwares. Any idea about this? Best wishes Niels
    • Sending possible. Receiving not possible.

      We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.
    • Next Page