Hi and welcome to this video on SalesSignals. Right from sending an email to
calling your support agents and talking about your brand on social sites, your
customers are everywhere and you should be too. It's quite challenging to be on top
of all of your communication channels all the time but the sooner you respond
to customers inquiries and feedback the better.
And that's why Zoho CRM brings them all to you in one place via SalesSignals.
SalesSignals in Zoho CRM are nothing but real-time notifications on all of
your leads, contacts and potential customer interactions with your brand
across various communication channels. You can keep track of it all in a single
place and follow up with your customers promptly. Say, you're working with a
prospect and you're not sure if you will win or lose the deal. The prospect visits
your website to get more details about your products and pricing. When you've
integrated your Zoho CRM account with Zoho SalesIQ, SalesSignals will notify
you as soon as the prospect lands on your website .Yu can track the pages
visited by the prospect along with the time spent on each page. This not only
tells you that the prospect is interested in your product but also that
with a little bit of persuasion you can easily win this deal. Similarly, when
you've integrated your CRM account with all of your communication channels like
Email, Telephony, Survey, Campaigns etc you receive SalesSignals on incoming
emails and email insights, missed calls, survey responses, campaign insights,
missed chats, new support tickets, comments or responses and comments, likes,
tweets etc from your social sites and that's not all.
Apart from the integration specific signals you can also enable SalesSignals
for apps that you integrate with Zillow CRM.
Through the Zillow Marketplace, you can check your SalesSignals from this
notifications icon at the top right corner of your Zoho CRM screen.
Let's click some of them and look into more details. Here's an incoming email
notification about a new product brochure. You can quickly open the email
and reply right from here to send the brochure.
Apart from incoming emails, you will also receive notifications on email insights.
Like say, when a prospect has opened your email and clicked on links. Here's a chat
notification where the customers asked some more questions. Now, before she gets
frustrated about a no-show, you can immediately start a chat and clarify her
doubts. You can also view missed call notifications and call back right away.
Isn't this cool? You can view your support tickets, comments, responses and
ratings here all in the same place and that's not it. You even get notifications
from your social sites with direct messages, Facebook posts, comments, likes,
and tweets. Say you've integrated your Zolo CRM account with tools like SMS Magic
from the Zoho marketplace to send and receive SMS via CRM, you can receive
SalesSignals on new incoming messages or delivery insights for your sent
messages. Notice that with each signal you'll also see the associated contact
information contextually and you can even add a new task, event or call to
follow-up further. Stay on top of all of your customer touchpoints in one place
where you can track and follow up with them easily. Let's now look at how you
can enable SalesSignals in your Zoho CRM account. It's very simple, you'll go
to Setup-> Channels-> SalesSignals. In the SalesSignals
settings page, click the checkboxes to enable sales signals for the respective
channels. Keep in mind that you can enable sales signals only when the
respective app is already integrated with your Zoho CRM account. For example,
notice that you'll get a pop-up asking you to integrate your Zoho CRM account
with Zoho SalesIQ since they're not already integrated. You can get started
from right here. Moving on, while enabling
SalesSignalsfor a new ticket, new comment, and new response in Desk, you can choose to
receive them only from specific modules. Like say, you can prioritize and stay on
top of comments and responses from potential customers and customers.
Similarly, you can choose not to enable the like from Facebook if you don't want
to be bombarded with too many notifications. Anything that works for
you. Once you're done, click Save and you'll start receiving SalesSignals
based on your settings right away. Thanks for watching this video.
For more resources on Zoho CRM, please visit www.zoho.com/crm/resources