Egg3 | Zoho SalesIQ integration with Zoho CRM

Post on 12-Aug-2015

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Transcript of Egg3 | Zoho SalesIQ integration with Zoho CRM

Zoho CRM Integration with Zoho SalesIQ

Why & How-to ?

• Traditional Stores vs Online Stores

• Tracking online visitors• Demo• Q & A

Agenda

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Traditional Vs Online Stores

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Let's say you're the owner of a store.

When someone enters your store

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If it is a new visitor...

They browse through the

products

Observe andfind out

what they are looking for

Assist themand turn it into a sale

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When a regular customer walks in...

Greet them by their name

You knowwhat they're looking for

Show them thelatest products

in your store

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You know who is entering your store.

You can see them and you're able to help them make a purchase.

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Now imagine that scenario in the online store.

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Where your physical store is replaced by an online

storefront.

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Do you know who yourwebsite visitors are?

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A web analytics tool can help you to find

out some stats...

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• The number of website visitors • Which countries are they from • The most popular pages

You will get a summary of...

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Is this information sufficient for sales?

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Does the web analytics tool tell us...

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• When did a regular customer come online?

•• What did they do? • How much time they spent on our

websites?

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Zoho SalesIQ

Have a meaningful & relevant conversation with the visitor...

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Treat your customers the way you would treat someone who walks into your physical store.

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Customers

At least one potential in 'Closed

Won' stage

Potential Customers

At least one potential in 'Open'

stage

Leads/Contacts

No potentials

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CRM View

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• Deal Size •• Pages Visited •• Time Spent

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Pages Visited

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Past Chats

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Visit History

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But how will you know when a potential customer is on your website?

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You will get an alert

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Remember the three visitor categories.

like regular customers and new store visitors

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• Customer Online•• Potential Customer Online•• New Visitor Online

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How to set up the integration?

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4 Simple Steps

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Step 1- Enable Visitor Tracking

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Step 2- Configure the URL

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Step 3- Add users

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Step 4- Embed Code in your website

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Start Tracking Visitors!

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Demo

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Questions?

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www.egg3.be+32 2 888 62 98

@egg3be