Redefining Visitor Communications with Click to Call on SalesIQ
Redefining Visitor Communications with Click to Call on SalesIQ
Hi everyone!
The first post of 2023 and yes, we do have a good one for you.
Since Zoho SalesIQ's inception in 2013, we've had the live chat feature as the primary course of communication i.e. if a website visitor needed to clarify something, the way to go was to start a conversation on the live chat widget and then get connected with your support representative over chat.
While website live chat is the trend of the decade, what if some of your visitors didn't want to type in texts, into the message box? What if they just wanted to talk to someone for immediate resolutions? Instant solutions with ease and convenience is what customers want, and we've come up with just that. In this post, we are happy to introduce SalesIQ's all new Click-to-call feature.
Click-to-call on SalesIQ
Click-to-call on SalesIQ is a feature that allows website visitors and customers to connect with a support representative in real-time, by clicking a button on a website.This means that, when a visitor clicks the call button, they are immediately connected with a support representative.
What's new?
SalesIQ already featured easy Audio Calling within a chat conversation since 2018 i.e., while already in conversation with a visitor over chat, and the operator needed to resolve intricate, complex issues they could easily get on a call with the visitor with SalesIQ's Audio Calling facility.
However, now with the advent of the Click-to call feature, a customer facing an issue can straightaway just click the Call button on the website to get connected to the support representative and get immediate help via call. This gives the website visitors and customers an option to take the lead, by placing a call as and when they want, to get immediate resolutions for their queries and problems.
How is this going to benefit you?
To understand this, let's take an example of a real estate firm's website. A banner with their best apartments says "Get your personalized quote in a minute" with a Call button as we enter the website. This call button will be powered by our all new Click to call feature.
This will prompt your potential customers to start an instant call and get more information on the offer, guiding them towards the next stage of purchase.
Now let's look at the benefits of this feature from two angles.
From a Business perspective
For the real estate business to provide instant call support,
Using traditional Call Center set up, there will be large scale requirements like purchase and maintenance of phone systems, operators training for new tools usage and sizeable investment for infrastructure etc. SalesIQ's Click to call implementation, eliminates the need for all these requirements.
All the firm needs is to get their existing support team ready to handle calls for customer assistance and the internet and they're good to go.
From a Website visitor's perspective
A visitor who visits a real estate firm's website, will definitely have plenty of questions.
Having a call feature that gets them to connect with a support representative immediately, giving them an easy way to talk to your business, proves your reliability as a business and also uplifts the visitor's motivation to purchase.
Website visitors do not have to search for the firm's toll free number and then make the call on their mobile. SalesIQ's Click to call ensures that visitors do not have to move to another device or platform and can make the call instantly on the website itself.
There will be no carrier charges for the customers and visitors of the website to connect with the firm's call support as the call here is over the internet.
In case there is no one available at the time of call, visitors can leave a voice message and the sales team can get back to them as soon as they are back.
Working of SalesIQ's Click-to-Call
SalesIQ's Click-to-Call feature works on VOIP technology (Voice over Internet protocol) and therefore,
Does not require visitors to dial a phone number.
Does not involve sharing their phone numbers as well ensuring utmost privacy.
Involves no call carrier charges.
No extension downloads or installations necessary for this feature to work.
All the visitor needs is the internet and they can immediately get connected for assistance.
Note -
The Click-to-call feature also has additional controls like Call Routing, Call Queue, Call Transfer and Call Monitor to configure the necessary conditions to suit your business requirements.
Users can choose whether want to enable both chats and calls for visitors or only Calls as per business requirement.
SalesIQ's Click to Call feature celebrates customers' convenience by allowing them to reach you whenever they want to, however they want to, making it one of the best, most effective choices for customer support and assistance.
Do check out the below video as well, for a quick look at the Click to Call feature!
We are now living in the era of instant messaging where every single person around us will have at least two instant messaging apps on their mobile phones. And that very well includes your customers. It is important for businesses to be able to communicate
Hello everyone. Greetings from Zoho SalesIQ! Today, we are going to take a detailed look at the possibilities and outcomes when integrating SalesIQ with Google Analytics. Some of us may have lingering questions on this topic and here we are, with a
I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox
One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
Hi, Notifications from CRM are not reaching my users as they trigger. We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes. For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later. This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because
Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is
What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure
I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they
Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate
Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important
Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan
Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this
Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled
Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals
Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services
VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded
Hello, i cannot send or receive email in outlook. can you please help. 'Sending' reported error (0x800CCC0F) : 'The connection to the server was interrupted. If this problem continues, contact your server administrator or Internet service provider (ISP).'
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed
hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep