Is this you?

  • Do you want to see what visitors are most interested in on your website?
  • Do you want the ability to speak to them when they’re most engaged with your services online?
  • Do you need a live chat tool that integrates with Zoho CRM and captures the conversations?

Don’t worry.  This course will take you through everything you need to know to be up and running like a pro!

Who this course is for

  • Business Owners
  • Sales and Marketing managers and their team
  • Website Administrators

A few things to know about the Zoho CRM course.

  • It is NOT just for Marketing people.  The course will cover all the essential aspects of setting up SalesIQ so is a perfect starter for anyone in your organisation who needs to monitor site visitors and help convert them into customers.
  • This course is for all skill levels.  It’s designed to teach novice and experienced system administrators all they need to know to configure the essentials tools and services within Zoho CRM correctly.
  • The course is video-based so you can learn at your convenience.  You can go over the material at your own pace.

What will you learn in this Zoho SalesIQ training course?

This is just a taste of what you’ll get in this course:

1. Interacting with visitors.

  • Who’s on my site?
  • How to chat with visitors

2. Visitor History, Reporting and your Profile.

  • Who visited you?
  • What happens if I missed a chat?
  • Seeing your SalesIQ activity in Zoho CRM
  • How to see your feedback from chats
  • SalesIQ Reports
  • Updating your Sales IQ profile

3. Settings.

  • Managing users in SalesIQ
  • Setting up your company and departments
  • Configuring the chat popup, cookie and blocking IPs
  • Staying GDPR compliant in SalesIQ
  • Automating SalesIQ – triggering, routing and monitoring chats
  • Scoring visitors – Who’s hot?
  • Integrating SalesIQ with other apps

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