Turn website visitors into customers with the Zoho SalesIQ course
The free Zoho SalesIQ training course shows you who's visiting your website, lets you talk to them in real-time and then record everything in Zoho CRM.
Getting started with Zoho SalesIQ.
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
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
- 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
I build CRM systems for organisations small and large, and I’ll be your teacher.
My name is Tabish Alam, and I’m a Senior Consultant at one of the top Zoho Partners in Europe. I hold a Level 2 Certification in Zoho CRM, which is currently the highest level possible.
I design and build Zoho CRM systems for clients across the world and have personally implemented over 60 systems for organisations of all sizes in a variety of industries, including manufacturing, distribution, professional services, IT, construction, pharmaceutical, and non-profits.
I regularly run on-site training for Zoho applications and hear a lot of questions about Zoho CRM from users and administrators alike. In this CRM User course, I share the answers to those questions, as well as hints and tips to make using your new CRM system simpler.
Updates and feedback.
Zoho CRM gets new features all the time, so I’ll be keeping this training course up to date. Be sure you check back regularly.
When you subscribe to my Youtube channel or sign up for updates on my website, I’ll let you know when I’ve produced new free mini-courses or updates to this course.
Finally, please let me know how you get on with the material. Your feedback is extremely valuable in making the courses even better.
Turn website visitors into customers with Zoho SalesIQ
Study at your own pace, learn from home.
Covers setting up and using
Online video-based training
Access on mobiles, tablets and desktops