Templafy vs. Zoho SalesIQ

Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served. It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need

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If you are facing issues of agents not being able to respond to queries, which is usually faced with our tools, Zoho SalesIQ is probably the best choice as the default notification is very loud and clear hence makes sure that no chat query is left unattended. The desktop application of Zoho SalesIQ for Windows, Linux, and MAC OS is a superb feature not offered by many other chat applications. The geographical locations of website visitors are sometimes not very accurate hence it is advised not to always rely on it and better reconfirm it from the lead.

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• Simple user interface to make choices and see results
• Puts the power of customization in the users hand
• Quick set up and powerful

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• It has helped us increase our revenues by a significant margin over the last few years. Technical help is quite quick to respond.
• UI that is convenient and practical. It's simple to use and understand. We value being able to see how users arrive at our site.
• Zoho SalesIQ has a fantastic live chat feature that includes a notification, monitoring and reporting system.

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Independently Invited by TrustRadius

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• Customized interface to fit more with a brand or style
• Web interface and not being dependent on microsoft software

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• Overall it's a very simple tool that doesn't offer a lot of complexity or expanded tools
• Even though it's all in the Zoho family, it doesn't work seemlessly with CRM or other Zoho products
• Not always the best at identifying similar users across different browsers, devices, etc

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We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others

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Tawk to was nice but it was missing a lot of features that Zoho SalesIQ has. And a massively important advantage that SalesIQ had was that it integrated with other Zoho apps that we already used. The pricing of Zoho SalesIQ was also very attractive, we felt that it offered a great bang for our buck.

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• Reduces search hours by half

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• We interact with about 50 visitors a month and it's great when we can see the full picture, to see and interact based on whether they are a new contact or a long-time customer.
• Capturing new website visitors at the time that they have a question about your product is important.
• Missing chats can be frustrating.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info