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How to Build a Sales Pipeline in Zoho CRM
Step-by-step guide to building a Zoho CRM sales pipeline for Indian SMBs. Set up stages,…
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Zoho SalesIQ is a live chat and visitor tracking tool that sits on your website. For Indian businesses, it shows who is browsing your site in real time, lets you engage visitors via chat, and qualifies leads automatically before they reach your sales team.
SalesIQ adds a chat widget to your website. Behind the widget is a visitor tracking engine that shows: which pages a visitor is viewing, how long they have been on the site, which city and company they are from (based on IP), and whether they are a returning visitor.
When a visitor starts a chat, it routes to an available agent based on rules you configure: route to sales if the visitor is on the pricing page, route to Zoho Desk for customer support if they are on the help page. Agents respond from the SalesIQ dashboard, the mobile app, or directly from Zoho CRM if integrated.
Zobot is SalesIQ’s chatbot builder. Create conversation flows that handle common queries: pricing questions, demo booking, feature inquiries. Zobot qualifies the visitor (asks for name, company, requirement) and creates a lead in Zoho CRM before handing off to a human agent. This means your sales team only talks to qualified prospects.
Score visitors based on behaviour: 10 points for visiting the pricing page, 5 points for viewing a case study, 20 points for returning three times. When a visitor crosses your score threshold, alert the sales team. A high-score visitor on your pricing page is a hot lead that deserves immediate outreach.
SalesIQ pushes qualified chat leads directly into Zoho CRM with the full chat transcript attached. The sales rep sees what the prospect asked about, which pages they viewed, and what the chatbot already collected, no cold outreach needed.
Zoho SalesIQ adds a chat widget to your website that lets visitors start a conversation with your team in real time. Setup takes under 10 minutes. After signing up, Zoho SalesIQ gives you a JavaScript snippet to paste into your website’s header. If your site runs on WordPress, a dedicated Zoho SalesIQ plugin installs the snippet without touching code.
Configure the widget appearance under Settings > Appearance. Match the widget colour to your brand, set the greeting message (for example, “Hi, how can we help you today?”), and add agent photos to personalise the chat window. For Indian B2B sites, showing a local phone number alongside the chat option increases trust and conversion.
Assign agents to chat by adding team members under Operators in Zoho SalesIQ. Set each operator’s availability hours. When no operator is online, Zoho SalesIQ can either show a “Leave a message” form or route the chat to a bot. Both options prevent visitors from leaving without an engagement point.
Beyond chat, Zoho SalesIQ tracks all visitors on your website in real time. The Visitor History panel shows each visitor’s current page, time on site, city (based on IP geolocation), referral source, and previous visit history. For Indian B2B businesses, this data tells you whether a visitor from a prospect account in Mumbai is reading your pricing page for the third time, which is a strong signal for the sales team to reach out.
When Zoho SalesIQ is connected to Zoho CRM, it automatically identifies visitors who are existing leads or contacts in your CRM. The visitor’s name and deal stage appear in the SalesIQ dashboard, so your sales team can initiate a proactive chat with a relevant opening like “I see you’re reviewing our enterprise plan. Can I answer any questions?”
Scoring rules let you rank visitor behaviour. You can assign a score of 10 for visiting the pricing page, 5 for visiting the case studies page, and -5 for visiting the careers page. Visitors above a certain score trigger an alert to the assigned sales rep, who can choose to initiate chat proactively.
Zoho SalesIQ’s Answer Bot handles common questions automatically using content from your knowledge base or FAQs. For an Indian SaaS or Zoho reseller like Aaxonix, the bot can answer questions like “What is the price for Zoho CRM in India?” or “How long does implementation take?” without agent involvement. Complex questions are escalated to a human agent with the full chat context preserved.
For after-hours coverage, configure the bot to collect the visitor’s name, email, phone number, and query. This creates a lead record in Zoho SalesIQ and, if the Zoho CRM integration is active, automatically creates a Lead in CRM as well. The sales team sees the missed chat as a task in their queue when they log in the next morning.
Yes. Zoho SalesIQ supports Instagram DMs, Facebook Messenger, Telegram, and WhatsApp (via WhatsApp Business API) as additional channels alongside live website chat. Messages from all channels appear in a single Zoho SalesIQ inbox, so agents do not need to switch between apps. This is particularly useful for Indian businesses where WhatsApp is a primary customer communication channel.
Yes, within limits. Zoho SalesIQ uses browser cookies to recognise returning visitors on the same device and browser. If a visitor clears cookies or uses a different device, they will appear as a new visitor. For identified leads and contacts synced from Zoho CRM, Zoho SalesIQ can recognise them across sessions if they are logged into a customer portal or identified via a script that passes their email to SalesIQ.
Yes. Zoho SalesIQ has a free plan that covers 1 operator, up to 5,000 visitors per month, and basic chat functionality. The paid plans start at Rs 600 per operator per month (Basic plan) and add visitor tracking, chatbots, and CRM integration. For a startup or small Indian business just starting with website chat, the free plan is a good way to test the tool before committing to a subscription.
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