Streamline customer conversations with Salesforce integration
Leverage your Salesforce CRM data for personalized, contextual engagement through live chat. Automate the addition of website leads, opportunities, and contacts to CRM right from your SalesIQ dashboard.
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Benefits of Zoho SalesIQ-Salesforce CRM integration
Gather visitor insights
Identify and prioritize website visitors based on real-time visitor tracking and lead scores. Use the insights to create personalized marketing campaigns and refine sales strategies.
Enhance lead management
Capture and qualify leads from live chat interactions directly into Salesforce CRM, enabling efficient lead nurturing and conversion.
Improve sales collaboration
Enable sales teams to engage with leads and customers directly from Salesforce by leveraging SalesIQ’s live chat feature.
Streamline Support
Empower support teams by offering access to Salesforce data within SalesIQ to ensure personalized and informed conversations.
Unified Customer data
Seamlessly sync customer data between both platforms for a comprehensive view of customer interactions.
Analyze analytics and reporting
Use combined data from both platforms to gain actionable insights and measure the effectiveness of sales and support efforts.
Salesforce live chat integration process
Integrate Salesforce CRM with Zoho SalesIQ and amplify the value of every conversation that your operators have with your website visitors. To learn how it works, read our guide on Salesforce live chat integration.
Read GuideContinue the customer journey experience
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