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

    • Zoho Books

      How do I manually insert opening balance?
    • Profit / margins on Sales orders / Invoices / Estimates

      When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
    • Inventory to Xero Invocie Sync Issues

      Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not
    • How to activate RFQ? What if a price list has ladder price for items?

      Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?
    • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

      Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
    • Can't join canal Developers Zoho User

      Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?
    • Desk Email reply - set default font / use custom font

      Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is
    • PDF Templates - Checkbox Borders

      Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single
    • Zoho CRM's custom views are now deployable from sandboxes

      This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment
    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
    • Settings Icon No Longer in ZOHO Desk?

      In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
    • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

      Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
    • Function #20: Custom calculation in item table of invoices

      When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
    • CBSA - GST CHARGES on imports

      Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on
    • Simplified Call Logging

      Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
    • Sub form doesn't as formula field

      Is it possible to get formula field in sub form in futures?
    • Week date range in pivot table

      Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
    • How do I get Status History data of my Projects?

      I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?
    • Is it possible to hide fields in a Subform?

      Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
    • Weekly Tips :Instantly find what you need with Attachment Viewer

      Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between
    • Putting Watermark on Zoho Sheet

      Can this be done?
    • Missing Zoho Desk integration option for form workflows

      According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
    • Gantt for 2 or more projects

      Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.
    • Integrating a Zoho Project Gantt Chart into Reports

      Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks
    • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

      Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
    • Displaying related quotes in sales order and back

      Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
    • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

      We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong
    • Clearing Fields using MACROS?

      How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
    • Migrating a Zoho Forms form into Zoho Creator

      Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad
    • Is there any way to recall an email sent using Zoho CRM?

      If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
    • Problem with reports due to "Connected" items change - Yes this IS a problem

      Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
    • Introducing notifications in the vendor portal

      Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version
    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
    • LESS_THAN_MIN_OCCURANCE - code 2945

      Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
    • Analytics for notes created

      Is there a way I can see how many notes were created per day? Via reporting or analytics?
    • Next Page