Zoho Desk + Zoho Sales IQ - Intégration pour offrir la meilleure expérience support

Zoho Desk + Zoho Sales IQ - Intégration pour offrir la meilleure expérience support



Tout en bénéficiant des services de support client performants, il arrive fréquemment que des données importantes soient isolées sur plusieurs plateformes, ce qui gêne et complique l'expérience des  agents et des consommateurs. Les systèmes de support traditionnels se concentrent sur la résolution des problèmes, mais ne disposent pas des capacités nécessaires pour interagir activement avec les consommateurs. Pour devenir un champion de l'assistance à la clientèle, il faut disposer des bons outils et des bonnes stratégies.

Combler le fossé avec SalesIQ  

C'est là que SalesIQ intervient en tant que plateforme efficace d'engagement des clients (EC). SalesIQ élargit le paradigme traditionnel de support en offrant des informations en temps réel sur le comportement, les préférences et les interactions des clients. Notre intégration avec Zoho Desk vous permet de combler facilement le fossé entre le support et l'engagement proactif, améliorant ainsi votre capacité à offrir une expérience client personnalisée et efficace.

Avantages de l'intégration de Zoho Desk avec Zoho SalesIQ

  • Communication transparente

Plus besoin de passer d'un onglet à l'autre. Les chats en direct sur Zoho SalesIQ s'intègrent aux tickets de Zoho Desk, créant ainsi un parcours fluide pour les clients et les agents. Pas de conversations interrompues, juste une prise en charge cohérente.


  • Un système de ticket support efficace

Un système de ticket support efficaceLe système de ticket de Zoho Desk est alimenté par les informations de chat de Zoho SalesIQ. Les requêtes des clients se transforment en tickets, ce qui garantit qu'aucune demande ne se perd dans la masse.

  • Vue à 360 degrés du client

Plus de vision en tunnel. Voyez la situation dans son ensemble grâce à une vue à 360 degrés du client. L'historique de vos conversations avec Zoho SalesIQ est intégré aux tickets Zoho Desk, ce qui permet aux agents de personnaliser l'assistance et de dépasser les attentes.


  • Synchronisation des données

Plus besoin d'entrer manuellement des données. Grâce à cette intégration, les détails des clients, les transcriptions de chat et les tickets se déplacent sans effort d'une plateforme à l'autre, ce qui permet de gagner du temps et de minimiser les erreurs. Votre équipe peut se concentrer sur ce qui compte le plus : les clients.


  • Engagement dynamique

Passez de la réactivité à la proactivité. Le chat de Zoho SalesIQ déclenche des conversations au moment opportun, tandis que les outils de support Zoho Desk offrent des réponses parfaites. Anticipez les besoins, offrez une aide ciblée et transformez les visiteurs du site Web en fans fidèles.



L'intégration Zoho SalesIQ + Zoho Desk n'est pas qu'une question de facilité, c'est une façon de ré-imaginer le support client. Cette intégration dynamique vous permettra d'élever votre performance et de devenir un véritable champion dans le domaine du service client.

Associer votre compte Zoho Desk à votre compte Zoho Sales IQ

Avant de commencer à explorer comment l'intégration des deux applications peut améliorer l'ensemble de vos opérations de support client, vous devez configurer votre Zoho SalesIQ pour qu'il fonctionne avec votre base de données client à l'intérieur de Zoho Desk.

Bon à savoir :

  • Vous devez avoir un compte Zoho Desk. Les privilèges, accès et permissions attribués à votre compte de Desk sera identique à celui de Zoho SalesIQ.
  • L'email du compte utilisé dans Zoho SalesIQ et Zoho Desk doit être le même, vous ne pouvez pas intégrer le compte d'un autre bureau avec votre compte SalesIQ.
  • Après l'intégration, si le compte Zoho Desk ou l'utilisateur est supprimé/désactivé, SalesIQ vous demandera d'intégrer un autre compte.
  • Lorsque vous avez réussi à associer votre compte Zoho Desk à votre compte Zoho SalesIQ, vous pouvez commencer à configurer les autres aspects de votre intégration.
 
Pour en savoir plus, consultez notre page d'intégration.
 
Avez-vous déjà intégré votre service d'assistance et de chat en direct ? Faites-nous part de la manière dont cette intégration a profité à votre organisation dans les commentaires ci-dessous.
 
L'équipe Zoho France
    • Sticky Posts

    • Desk - Astuce #5 : Déplacer les tickets entre les départements

      Bonjour à tous, Il n'est pas rare que vos clients créent des tickets dans un département qui n'a pas l'expertise requise pour les traiter. Vous devez transférer ces tickets vers le département concerné, afin qu'ils ne passent pas à travers les mailles
    • Zoho Desk - Nouveautés 2023

      Bonjour à tous,  Comme vous le savez, Zoho cherche en permanence à vous proposer des logiciels complets et au plus proche de vos attentes. C'est pourquoi toute l'équipe Zoho Desk est fière de vous présenter la nouvelle version de votre logiciel de service
    • Desk : Le cycle de vie d'un ticket - Introduction

      Voici une nouvelle série en 3 chapitres, dans laquelle nous allons vous dévoiler comment Zoho gère l'intégralité de son service client sur Zoho Desk.   Zoho compte plus de 60 millions d'utilisateurs à travers le monde et offre plus de 50 différentes solutions.
    • Zoho Desk - Chapitre 1 : Anticipez vos besoins

      Bonjour à tous, Continuons notre série de la rentrée et découvrons comment Zoho gère 60 millions de clients grâce à Zoho Desk. Contrairement à ce que l'on peut penser le cycle de vie d'un ticket commence bien avant qu'il arrive dans notre logiciel client.
    • Desk Astuce #6 : Ajouter plusieurs comptes réseaux sociaux

      Bonjour à tous, Découvrons dans cet article comment vous pouvez ajouter plusieurs pages d'un meme réseau social dans Zoho Desk. Pour cela suivez les étapes suivantes : Connectez-vous à Zoho Desk avec les privilèges d'administrateur. Cliquez sur les paramètres
    • Recent Topics

    • Tax on Imported goods charged by Shipping Company

      Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration
    • Prefilled Date fields auto-changed and then locked when using “Edit as new”

      If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today
    • Zoho Webinar via Social Media

      Hello, is it possible to stream a Zoho Webinar via Social Media like Linkedin or Facebook?
    • Add Hebrew & RTL Support to Feedback Widget

      Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be
    • OAUTH2 isn't working with Power Automate and N8N (Zoho Desk)

      Hello, I am trying to set up an OAuth2 connection to the Zoho Desk API, but the authentication flow fails immediately. I am experiencing this issue in two separate platforms: Microsoft Power Automate (using a Custom Connector) and n8n. Instead of being
    • Kit Items Breaking Automations - "Provide mapped components for all kit items"

      This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide
    • Show item Cost value on Item screen

      The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
    • Mark shipment as delivered via api

      Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options =        {         'method' : 'post',         'contentType' : 'application/json',         'muteHttpExceptions' : true       }; var myPackNo  = encodeURIComponent('###################');
    • Setting Alternative units for an item.

      Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.
    • Zoho Inventory search when adding items to SO/PO, etc.

      I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products where
    • Item Group Attributes

      Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the products
    • Remove HTML Format - Deluge

      Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll("&nbsp;" , " "); Apart from this if you require anything please let me know Thanks & Regards Piyush
    • Using multiple languages in template

      I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before and
    • ADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE

      Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.
    • Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".

      Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.
    • About maximum number of requests per minute

      Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests
    • Approval - Report/Views

      Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?
    • "Zoho CRM Integration" option is missing in Zoho Social Settings

      I am trying to integrate my Zoho Social account with my Zoho CRM account. I am on the Professional Trial plan and my user role is "Brand Admin". However, I cannot find the "Zoho CRM Integration" or "Lead Generation" option anywhere in my Zoho Social settings.
    • Error 553

      Não estou conseguindo enviar ou receber e-mail, sempre dando o erro 553, sendo que há mais de um mês o domínio está pago e liberado. Preciso de um suporte urgente
    • Automate insurance document workflows with Zoho Writer

      Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,
    • Create PDFs with Text so that we can copy from a generated PDF

      Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phone
    • How To Insert Data into Zoho Table using Api

      Hi Community, I have created a table inside zoho tables. How do I insert data into table using API. Please tell the exact endpoint and payload , I just have to insert data into table columns. Also tell how to find tableid, viewid, baseid etc. which are
    • How do I delete a folder in Marketing Automation?

      Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?
    • Portal Approval Process

      Hi Zoho team and fellow users, I am seeking a method to establish a multi-step approval process between a Zoho user and a portal user (Custom Portal) to review and approve requests through the Custom Portal. For instance, within this setup, one of the
    • Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere

      Behind the scenes of a successful ticketing system - BTS Series Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere The App Support Across Platforms (ASAP) add-on for Zoho Desk is an independent application that integrates
    • Navigation issue — unable to return to Customer page after opening Receipt from Transactions

      Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (I
    • Thermal Printer Option Needed for Delivery Challan Templates

      Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be very
    • Separate Default Payment Modes for Receipts vs. Payments

      Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., default
    • Update/Change GSTIN in GST Settings of zohobooks

      We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actual
    • Link Payment Mode and Paid Through Accounts

      For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The current
    • Lets enable business to choose the default payment mode

      Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctions
    • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

      Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
    • South African Payment Gateways

      Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
    • Has anyone verified if Zoho is PCI compliant?

      We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this information
    • Bigin Plugin for Outlook

      Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.
    • Date does not fit the field

      Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on the
    • Tip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.

      Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’t
    • Multi Page/Step Forms in creator

      Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? Thanks
    • Package Geometry

      how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?
    • How to create a Master Kanban Board that syncs with Child Projects?

      Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structure
    • Next Page