Empower Your Business with Pipeline Management CRM in UAE

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hello and welcome to this video on zoho  sales iq's integration with zoho crm   this integration will be helpful in  converting your website visitors to customers   monitoring how the visitors are  performing improve customer interaction   and close deals efficiently while keeping  your crm organized let's get started   this is zilker inc an organization that builds  multiple products and offers various software   solutions they have a separate web page for  each of their products they get good traffic   in their website each day and with zoho sales  iq they track their visitors digital footprints   with each new or returning visitor zilker sales  reps understand how visitors navigate in real   time and engage with them by chat now what if  silker wants to automatically add such visitors as   leads or contacts into their crm they can do so by  integrating their crm account with zoho sales iq   which provides information about the visitors  engagement in their website allows them to handle   the chat widget and push the data collected  into their crm account sales reps can now   stay notified about the visitors who view their  site assist them via chats and close deals faster   all within the comfort of zoho crm now let's  see how you can go about that integration   once you are logged into zoho crm's account go  to setup channels chat if you do not have an   existing sales iq account a create zoho sales  iq pop-up appears like this enter a name for   the portal and your sales iq portal will be  created wherever a new portal is created the   user is given an option to choose certain crm  users and add them into their sales iq account   you can choose which users from zoho crm that  you want to add into your sales iq account here on the other hand since zilker already has an  existing sales iq account they can associate   it from the existing portals listed here and  continue the configuration in the zoho sales iq   configuration pop-up you can push new visitors as  leads or contacts into your crm account from here   here you can assign the visitors who are  pushed as leads or contacts in the crm   to the chat attendee or to the specific crm user  this toggle switch here can be used to enable or   disable visitor notifications in their crm  now click save if you want to change this   configuration you can go to settings zoho sales  iq configuration and make the necessary changes   when you are done associating your portals in  crm they get listed here in the drop down list   the web embeds in each portal will be listed  here in the list view since zilker has a sales   iq account in place they have already embedded  a visitor tracking code in their website   zilker has launched a new product and  has developed a separate web page for it   so let's see how they embed the code here  in zoho crm click embed and copy the code   checking this box to hide the chat option means  you are disabling the live chat option that the   visitor can initiate from the web page if this  is checked the code will have only the visitor   tracking feature if not the code will have both  visitor tracking and live chat feature let's   uncheck this and then copy the code we're  now opening zilker's new product web page   and pasting this code in the source file once  you save the changes and make the webpage live   you will get visitor tracking information  from the web page into your crm   if you find this too technical you  can email the code to your webmaster   click embed and then send to webmaster enter the  email and click send now your webmaster can set   this up for you once you are done integrating  sales iq with crm you can see a list of all   the visits in the visits tab in crm you can  filter visits based on specific sales iq portal   all the visit details are captured as records in  the visits tab the fields here capture information   such as time spent by the visitor in the web page  visited page ip address visitor's name and more   the icon here at the bottom right corner is where  you will get the visitor online notifications   bob is a visitor on the zilker web page  and he is a lead in zilker's crm account   since he's already a lead you can  see his name in the notification   you can also see the country from where he is  accessing the website the page he's visiting   and the duration of his session on zilker's  website apart from this you see details about   his previous visits his visitor score and the  number of days he's visited zilker's webpage   visitor score is nothing but the  lead score pulled from zoho sales iq   the little chat icon here allows you  to initiate a chat with that visitor   so let's say bob is spending a lot of time  in the edition comparison page a quick chat   can help him decide which edition to proceed  with this will also help you close deals faster   now let's go to the leads module what you see  here is a related list that gets added with   the integration which shows the list of visit  records for that particular lead or contact   apart from this the integration also captures the  visit summary of the lead bob is already a lead so   you can see his recent visit summary here [Music]  now every day zilker's website receives numerous   visitors zilker sales reps sometimes cannot  handle the overwhelming notifications of the   visitors being pushed into their crm they cannot  disable the notifications altogether as well   they manage this using routing rules routing  rules and sales iq allows them to decide which   visitors need to be tracked and these visitors  can be assigned to specific zilker sales reps   let's go to settings channels chat select  routing rules from the portal settings   here we have some suggested routing rules that  can be used let's create a new one name your   routing rule here you can select the portal for  which the rule is created here we specify the   condition visitor stage can be any of these crm  lead or crm contact or any of the other options   say we want all crm leads from a particular  region to be assigned to a particular user   then we add that routing rule choose crm  lead here choose region here is equal to   texas here you can select how you would  like to assign the visitors to the operators   select route one by one click on the plus icon and  assign the operators then click save [Music] if we   want to send notifications about visitors who do  not belong to any of the criteria mentioned above   to all crm users then you have to enable this  checkbox route rest of the visitors to all users   let's take another case bob is going through  one of zilker's products and he's already a   lead in the crm information about him is already  available in zilker's crm he's making annual   revenue of twenty five thousand dollars zilker  sales reps want to initiate a chat with him or   any lead with this annual revenue as soon as they  visit the website this is done using triggers in   your crm account go to settings channel chat  then select triggers from the portal settings   let's create a new trigger enter the name for  the trigger then select the website for which   the trigger is assigned here you can choose  when you would like to trigger this action   in this case let's choose as soon as the lead  lands on my website select the visitor stage as   crm lead enter criteria as annual revenue  is more than twenty five thousand dollars   then the type of action to be triggered is opening  a chat window after five seconds click save   you can add more trigger rules by clicking on add  here now usually employees from support team who   are also sales iq users attend to the chat we  also see how we can assign crm users to chat   but if silker wants users that are not in the crm  or sales iq to attend the live chat then they can   use the manage chat team go back to your crm go to  settings channel chat and select manage chat team   from your portal settings click on add operator  zilker can add the number of chat operators here   by specifying their email id and classifying them  into one of the three roles that are available   user with an administrator role  can access all of the information   edit configurations and has the power to perform  any action in zoho sales iq user with a supervisor   role will have restricted power to perform actions  and can access only selective information whereas   user with an associate role can connect and chat  with website visitors and can access or view only   their data and chat information in the zoho sales  iq check this if you want to monitor this operator   once a user is allotted to a particular role  it can be changed by editing his profile   let's go back to the crm visitor tracking page   you can disable a sales iq portal by selecting  settings disable this portal here in crm   you can also use the deactivate option  here to disable all of the portals at once   thank you for watching this video for more  resources on zoho crm please visit .zoho.com crm resources [Music] you