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Sales IQ Integration
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SalesIQ Integration
Website visitors are often customers who are likely to be interested in doing business with you. It is important to keep track of these visitors and engage them in proper marketing activities.
SalesIQ integration allows you to engage with people visiting your website through chat and push their information into CRM. You can embed a chat widget on your webpage to chat with the visitors and push the interested customer's information into CRM as leads or contacts and attach the chat transcript to their records for reference.
In this video, you will learn what the role of SalesIQ is in a business and how to integrate it with Zoho CRM.
Useful link: Zoho-SalesIQ Integration
How does integrating SalesIQ with Zoho CRM help companies?
It allows companies to track visitors' digital footprints.
Incorrect
Sorry! This is just one among many other benefits of integrating SalesIQ with Zoho CRM.
It allows sales reps to assist visitors via chat.
Incorrect
Sorry! This is just one among many other benefits of integrating SalesIQ with Zoho CRM.
Sales reps will be able to close deals faster.
Incorrect
Sorry! This is just one among many other benefits of integrating SalesIQ with Zoho CRM.
All of the above
Correct
Well done! Integrating SalesIQ with Zoho CRM helps to track visitors' digital footprint, assist visitors via chat, and close deals faster.
You can attach the chat transcript to the customer's record for reference or follow-up.
True
Correct
Well done! You can attach the chat transcript to the customer's record for reference or follow-up.
False
Incorrect
Sorry! You can attach the chat transcript to the customer's record for reference or follow-up.
What elements will be added to your Zoho CRM account once you enable integration?
New fields in the Leads and Contacts modules
Incorrect
Sorry! This is just one of the elements that will be added to your Zoho CRM account.
Related lists
Incorrect
Sorry! This is just one of the elements that will be added to your Zoho CRM account.
Notifications in Zoho CRM for the visits to your website
Incorrect
Sorry! This is just one of the elements that will be added to your Zoho CRM account.
All of the above
Correct
Well done! All the above mentioned elements will be added to your Zoho CRM account.
None of the above
Incorrect
Sorry! All the mentioned elements will be added to your Zoho CRM account.
What option must you select to assign a new visitor to a sales rep in your Zoho CRM account?
To a chat attendee
Incorrect
Sorry! You must select either 'to a chat attendee' or 'to a user'.
To a user
Incorrect
Sorry! You must select either 'to a chat attendee' or 'to a user'.
Either of the above
Correct
Well done! You must select either 'to a chat attendee' or 'to a user'.
You can only set up lead generation while configuring the integration.
True
Incorrect
Sorry! You can set the lead generation setup while configuring the integration or later.
False
Correct
Well done! You can set the lead generation setup while configuring the integration or later.
What must you do if you have already set the SalesIQ configuration and want to associate other available org accounts?
Choose the Associate Account option from the Visitor Tracking page.
Correct
Well done! You must choose the Associate Account option from the Visitor Tracking page.
You cannot associate other org accounts.
Incorrect
Sorry! You must choose the Associate Account option from the Visitor Tracking page.
You cannot remove SalesIQ agents from the SalesIQ account.
True
Incorrect
Sorry! You can remove SalesIQ agents from the SalesIQ account.
False
Correct
Well done! You can remove SalesIQ agents from the SalesIQ account.
What is the alternative to disabling the only account that is associated with SalesIQ?
Click on the Deactivate button to disassociate all the associated SalesIQ accounts.
Correct
Well done! Click on the Deactivate button to disassociate all the associated SalesIQ accounts.
There is no alternative option available.
Incorrect
Sorry! Click on the Deactivate button to disassociate all the associated SalesIQ accounts.
Including SalesIQ links in emails sent to leads and contacts helps with:
Tracking the visitors' details in CRM.
Correct
Well done! Including SalesIQ links in emails sent to leads and contacts helps with tracking the visitors' details in CRM.
Automatically adding them to CRM as leads or contacts.
Incorrect
Sorry! Including SalesIQ links in emails sent to leads and contacts helps with tracking the visitors' details in CRM.
The Visits tab is available by default in your Zoho CRM account.
True
Correct
Well done! It is available by default in your Zoho CRM account.
False
Incorrect
Sorry! It is available by default in your Zoho CRM account.
What is the purpose of routing rules?
They only help route visitors to sales reps.
Incorrect
Sorry! They help you manage which visitor details need to be tracked and route them to sales reps.
They help you manage which visitor details need to be tracked and route them to sales reps.
Correct
Well done! They help you manage which visitor details need to be tracked and route them to sales reps.
What happens if a new visitor enters a site by clicking on a Google Ads campaign and fills in a form?
A lead is created in the Leads module.
Incorrect
Sorry! A lead will be created in the Leads module and the lead will appear in the Lead/Contact stream of the Visits module.
The lead appears in the Lead/Contact stream of the Visits module.
Incorrect
Sorry! A lead will be created in the Leads module and the lead will appear in the Lead/Contact stream of the Visits module.
Both of the above
Correct
Well done! A lead will be created in the Leads module and the lead will appear in the Lead/Contact stream of the Visits module.
If visitor tracking is enabled in your webform, you will have the option to choose both portal and embed code.
True
Correct
Well done! You will get an option to choose both portal and embed code.
False
Incorrect
Sorry! You will get an option to choose both portal and embed code.
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