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Zoho Chatbot CRM Proposal

The proposal outlines the integration of Zoho SalesIQ with Zoho CRM to create a chatbot-driven ticketing and CRM solution aimed at automating communication and ensuring GDPR compliance. Key goals include automating ticket raising, syncing live chat with CRM, and establishing data visibility rules. The project involves multiple milestones requiring client inputs, including access permissions, branding guidelines, and compliance documentation.

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57 views2 pages

Zoho Chatbot CRM Proposal

The proposal outlines the integration of Zoho SalesIQ with Zoho CRM to create a chatbot-driven ticketing and CRM solution aimed at automating communication and ensuring GDPR compliance. Key goals include automating ticket raising, syncing live chat with CRM, and establishing data visibility rules. The project involves multiple milestones requiring client inputs, including access permissions, branding guidelines, and compliance documentation.

Uploaded by

chowdhuryfahim888
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Zoho Chatbot and CRM Integration

Proposal
1. Project Overview
Objective:
To build a chatbot-driven ticketing and CRM solution by integrating Zoho SalesIQ with Zoho
CRM, automating communication, lead generation, ticket raising, and centralized data visibility
under GDPR-compliant standards.

2. Project Scope & Key Goals


- Automate ticket raising through form submission.

- Stream live chat and notifications into Zoho CRM.

- Auto-create leads (and contacts).

- Enforce admin-only data visibility and private CRM sharing rules.

- Enable GDPR-compliant data handling.

3. Milestones, Timeline, and Client Inputs

1. Discovery & Planning


Deliverables: Project kickoff, requirements gathering, access preparation

• Client Inputs Required:

• Admin access to Zoho CRM & SalesIQ

• Business objectives clarification

• Branding guidelines (e.g., chat widget tone/logo)

• Website platform info (WordPress, custom HTML, etc.)

2. Embedding Zoho SalesIQ


Deliverables: Embed SalesIQ code on website and validate it works

• Client Inputs Required:

• Website login credentials or developer contact

• Confirmation of chat widget placement (e.g., bottom-right corner)

• Approval to test live on staging/production


3. Live Chat Setup & Test
Deliverables: Configure SalesIQ chat and test it

• Client Inputs Required:

• FAQs or scripts for auto-responder

• Working hours for chat

• Branding elements (colors, logo)

4. CRM Integration
Deliverables: Sync SalesIQ with Zoho CRM, enabling lead/contact creation

• Client Inputs Required:

• CRM module access permissions

• Lead/contact field structure (custom fields if any)

• Rules for lead assignment (e.g., round-robin, by region)

5. Automation Workflows
Deliverables: Configure workflows for ticket creation, alerts, task assignment

• Client Inputs Required:

• Ticket escalation process

• Notification rules (e.g., notify manager on missed chat)

• Workflow preferences (immediate, scheduled, conditional)

6. Security & Privacy Setup


Deliverables: Set up GDPR-compliant policies, private sharing rules, and admin-only access

• Client Inputs Required:

• Define which users get what visibility

• Provide any internal compliance documents

• Data retention and access control policies

7. Final Testing & Handover


Deliverables: Final end-to-end testing, training session

• Time slots for training sessions

• Feedback and UAT testing by internal team

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