CRM Help

Enable and View SalesSignals

Enable SalesSignals

SalesSignals are the notifications that you receive in your Zoho CRM account about your customers' interactions with you across various channels of communication. The multiple communication channels for which SalesSignals can be activated in Zoho CRM are the following:

  • Incoming Emails
  • Email Insights (opens, clicks and bounces)
  • Missed calls (powered by Zoho PhoneBridge)
  • Survey responses (powered by Zoho Survey integration)
  • Zoho Campaigns (powered by Zoho Campaigns integration)
  • Missed Chats (powered by Zoho SalesIQ integration)
  • Support tickets (powered by Zoho Desk)

In order to start receiving these notifications, you must enable the SalesSignals settings for the required channels.

To enable SalesSignals

  1. Click Settings > Setup > Channels > SalesSignals.
  2. In the SalesSignals Settings page, turn the required settings ON or OFF.

Note:

  • Emails - The Incoming checkbox will be selected by default on enabling Email.
  • EmailInsights - Once it has been enabled you can select the Open, Click, and Bounce checkboxes or any one of these options as per your requirements. The SalesSignals notifications for Email Insights can be enabled only if you have enabled Email Insights under Settings > Setup > General > Email Settings.
  • Call - You must activate Zoho PhoneBridge integration in Zoho CRM to enable the SalesSignals settings for missed calls.
  • Survey - You must integrate Zoho CRM with Zoho Survey Integration to enable SalesSignals for survey responses.
  • Campaigns - You must enable the Zoho Campaigns Integration to enable SalesSignals for campaigns. Once it has been enabled you can select the Open, Click, and Bounce checkboxes or any one of these options as per your requirements.
  • SalesIQ - You must activate the Zoho SalesIQ integration to enable SalesSignals for missed chats.
  • Desk - You must activate the Zoho Desk integration to enable SalesSignals for support tickets. The following can be enabled individually.
    • New ticket: To view a new ticket from a lead/contact/potential customer/customer or all of the above.
    • New comment: To view a new comment on a ticket by a lead/contact/potential customer/customer or all of the above.
    • New Response: To view a new response to a ticket by a lead/contact/potential customer/customer or all of the above.
    • Ticket overdue: To view overdue tickets of a lead/contact.
    • Ticket escalated: To view escalated tickets of a lead/contact.
    • New rating: To view new rating received by a lead/contact.
  • Facebook - You must integrate your company's Facebook account with Zoho CRM to enable SalesSignals. You will get notifications:
    • When someone posts on your page's wall.
    • When someone comments/likes your post.
    • When someone sends you a direct message.
  • Twitter - You must integrate your company's Twitter account with Zoho CRM to enable SalesSignals. You will get notifications when:
    • When someone mentions you in a tweet/replies to your tweet.
    • When someone sends you a direct message.

View SalesSignals

Each notification will give you enough details to take a quick glance at what is important to get going. You can always click on the notification to get more details related to records.

Signals for emails
For unread emails, you will be able to view the email content when you click on the sales signal. As for read emails, a ViewEmail link will be available. The Reply and ReplyAll options help you quickly respond to the emails.

Signals for email insights
This gives you information on whether an email was clicked, opened or bounced. The ViewEmail link will give a quick glance at the email content.

Signals for survey responses
When surveys are responded, SalesSignals informs you and sends you the response details. Click on the ViewResponse link and the pop-up shows you all the details about the survey.

Signals for campaigns
This gives you the clicked, opened or bounced details of an email campaign. The links from the email are listed along with the number of clicks and the last clicked date and time.

Signals for missed chats
Missed chats from your customers cannot go unseen with SalesSignals. If you have the Zoho SalesIQ integration enabled, you will get notified of the chats that you missed. If the customer is online, you can see the StartChat link to starting interacting right away.

Signals for support tickets
New support tickets, comments, or responses, tickets that are overdue or escalated and new ratings can be viewed in SalesSignals.

Signals from Twitter and Facebook
You will be notified of the direct messages, facebook posts, comments, likes, and tweets.

Signals for missed calls
With Zoho PhoneBridge integration enabled in your CRM account, you can make calls directly from your CRM account. SalesSignals give you notifications for the missed calls from customers.

ContactInformation

Along with all the notifications, each signal provides the contact's details such as name, company, email address, phone number, etc. Here, you have the option to instantly chat, make a call or send an email to the contact. Additionally, you can create tasks, events and calls too.

Disable SalesSignal Notifications

Once you disable SalesSignals for a particular communication channel, you will stop receiving notifications around that channel. Disabling SalesSignals does not deactivate the respective integration with Zoho CRM. You can enable SalesSignals again at any point in time.

To disable SalesSignal notification

  1. Click Settings > Setup > Channels > SalesSignals.
  2. In the SalesSignals Settings page, turn the required settings OFF depending on your requirements.

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