Step up your customer relationships by integrating Zoho Finance apps with Zoho SalesIQ

The client portal in the Zoho Finance suite of apps is a much sought-after feature that was developed to encourage customer self-service. However, even the most self-sufficient customers look for support when they face a particularly tricky issue. Instead of asking them to write an email and wait for a reply, you can now provide them instant support by integrating with Zoho SalesIQ.

Integrate Zoho Finance apps with Zoho SalesIQ

Zoho SalesIQ is live chat support software that lets your customers reach you within seconds, improving their trust in your business and strengthening your customer relationships. Zoho SalesIQ offers attractive features such as canned messages to help you reply faster and an AI-powered chatbot that responds automatically. Three apps in the Zoho Finance suite (Zoho Books, Zoho Invoice, and Zoho Subscriptions) can now be integrated with Zoho SalesIQ to provide round-the-clock assistance to your customers through a live chat option in the Client Portal.

Let's take a look at how you can benefit from the integration.

  • Close deals faster

Forget about sending emails back and forth to finalize deals. When you integrate with Zoho SalesIQ, a small chat widget will be available within the client portal. Customers can view the estimates you've sent them in the portal, initiate a chat or phone call with you to discuss them, and accept them quickly.

  • Get paid on time

Online payment failures are sometimes unavoidable, but they leave customers frustrated and delay payments for sellers. Most often, when a customer runs into payment issues, they look for ways to contact support. With the integration with Zoho SalesIQ, customers can reach out to send you a message right from the client portal. You can also use the live chat option to discuss and offer customers alternative payment methods, avoiding overdue payments.

  • Increase customer retention

For subscription-based businesses, a canceled subscription affects revenue drastically. When customers have a chat window where they can contact you directly, they might choose to address their concerns before hitting that cancel button. Having a real-time conversation with departing customers can help you understand their reason for cancellation and offer suggestions that may encourage them to remain subscribed.

  • Provide stellar customer support

A common thing that customers look for in any business is customer support that'll resolve their issues instantly. When you integrate with Zoho SalesIQ, you can guarantee your customers a top-notch support experience by means of a round-the-clock live chat service. You can also cater to your global customers, as Zoho SalesIQ supports auto-translation of chat messages.

Ready to try the integration?

Integrating with Zoho SalesIQ only takes a couple of minutes. First, you need to create a portal and website in Zoho SalesIQ. You can then set up the integration with just a few clicks from your Zoho Finance app. Our help documents will guide you through the steps to be followed (Zoho Books, Zoho Invoice, Zoho Subscriptions).

Integrate now with Zoho SalesIQ to start providing live chat support for your customers. Give the integration a try and let us know your suggestions in the comments below.


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