Zoho SaleslQ – Training for Administrators (Day One – 3 Hours)

Tracking and Live chat for your website

• Add live chat and tracking code to the website
• Run a test chat
• Basics of SalesIQ
• Do’s and Don’ts

Automate the process of Lead Generation

• Visitor History
• Automating sales follow-up

Automate customer engagement

• How to set up trigger rules to engage visitors on the website
• Invoke JS API for custom actions

Routing Rules

• Setting up Visitor Routing Rules
• Setting up Chat Routing Rule

Scoring website visitor action

• Lead Score
• Opportunities
• Using score values in various fields

Turn your chat window space to a knowledgebase

• Articles on the live chat window
• Syncing Desk Knowledgebase with SalesIQ