"We've integrated SalesIQ with OpenAI. Especially for this feature alone, we've got rave reviews from our prospects and customers alike; they're able to get their queries answered without leaving our website, even if it's beyond the scope of the resources we've added. Once satisfied, they connect with our team to enroll in personalized services. If you're a startup, I'd say getting SalesIQ would change your business to a large extent, as it has changed mine. Go ahead and get it. If not, you'll be left way behind."
- CA Abhilesh Jha, CEO and Founder, TAXAJ Corporate Services LLP
About Taxaj
Taxaj is a boutique consulting firm comprised of chartered accountants, financial doctors, company secretaries, and advocates. Renowned for their highly tailored services, they take care of everything, including company formation, licenses, taxation, legal compliance, audit, secretarial matters, intellectual property rights, foreign affairs, and more that an individual or a business would need in both domestic and international operations.
Faced negative ROI with the previous solution
Before Abhilesh was using Tawk.to on the Taxaj website to engage with visitors. They were getting just around 10 inquiries/month, but due to technical issues with the product, they weren't able to provide the best engagement experience to their visitors. Replying to them would take 30-40 seconds, and by the time the team was ready to reply, prospects were long gone.
Since their target audience prefers online solutions but is wary of contacting consulting firms via call or WhatsApp, Abhilesh found that they prefer chatting on the website. Prospects would get clarification by chatting with the available team member, and once satisfied, they would share the contact details. With Tawk.to, they weren't able to respond to lead-generating chats, resulting in negative ROI.
Taxaj found Zoho SalesIQ and increased conversations by 500x
Around the same time, Abhilesh was looking to move to a better website builder, and he learned about Zoho Sites. Thrilled with the experience he got out of Sites, he explored and found that Zoho also offers an Engagement Intelligence solution, an alternative to Tawk.to called SalesIQ, and wanted to try it out.
"SalesIQ is the best thing; it helped us engage with our visitors. Since the majority of the leads that we get are from our website, we were able to get a comprehensive look at who's visiting our site and chat with them instantly when they require assistance with zero delays. Because of our seamless engagement with the help of SalesIQ, we increased our conversations by 500 times."
- CA Abhilesh Jha
Automated their engagement with SalesIQ's codeless bots
As they started to scale, they wanted to avoid manual interventions, so Abhilesh explored ways to automate prospects and customer engagement. He came across the codeless bot builder feature in SalesIQ and started building one. A person with zero coding language, Abhilesh himself has built the bot they've got on Taxaj's website. Speaking about the experience of creating the chatbot, he says:
"I'm a Chartered Accountant. Though I'm good with technology, I don't have a code background. I tried setting up a bot using SalesIQ's codeless bot builder and didn't need any support to complete the bot. It was so smooth, and everything was well organized on the platform. It took me an hour to build it, which had almost 40 steps."
- CA Abhilesh Jha
Routing visitors to respective departments
Because Texaj provides highly tailored services, the respective specialists must attend visitors' chats, so they've created individual departments for all the services they provide. Prospects and customers can select the departments before they initiate a chat with the bot. With SalesIQ's Chat Routing, they're instantly routed to the specialists, leaving them to resolve queries faster.
Game-changing integrations
They've integrated SalesIQ with a stack of applications to follow up on the generated leads and provide a uniform engagement experience to their prospects and customers.
With the Zoho CRM—SalesIQ integration, the generated leads are automatically pushed to the CRM for the next follow-ups.
They've hosted all their FAQs and knowledge base on Zoho Desk, and when their prospects/customers have any queries, they can refer to them before reaching out to the human agents. Post-chat follow-ups are done via Desk.
Zoho Checkout is also integrated with SalesIQ.
"Since the codeless bot can be integrated with the Zoho Checkout interface itself, when the prospects choose to pay, we can collect payment from them within the chat interface instead of sharing a link and taking them to a different page. It has drastically increased our payment conversions."
- CA Abhilesh Jha
Universally connected with channels
They've integrated SalesIQ with instant messaging channels like WhatsApp, Telegram, Instagram, WeChat, and Line to cater to global audiences.
"It is convenient for our customers to reach out to us directly through the platform of their choice. It's making life easier for them and their experience a lot smoother. For us businesses, we can connect with all of them and answer their questions via SalesIQ's unified dashboard instead of jumping around platforms and missing chats."
- CA Abhilesh Jha
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