Qualified allows Sales Development Reps to have live conversations with visitors on the about.gitlab.com site. Reps can see which accounts are viewing the site, their propensity to buy and choose to engage in a conversation or wait for the visitor to reach out through the automated chat bot.
SDRs (inbound reps) will be routed inbound chats of visitors who are not associated with an "Actively Working" account via round robin pools based on the visitor's geography. Reps will also receieve a notification if a site visitor clicks through from an Outreach sequence sent by the rep. Once a chat is routed the rep will qualify the lead and determine if a meeting needs to be booked for a discovery call. SDRs can create and update the Salesfoce lead record with information gathered during the chat. Reps can also send their calendar to the visitor to book a meeting directly from the Qualified platform.
BDRs (outbound reps) will be routed conversations from visitors associated with "Actively Working" accounts they are assigned to. BDRs will also have the ability to initiate a conversation with a site visitor from an "Actively Working" account. Reps will also receieve a notification if a site visitor clicks through from an Outreach sequence sent by the rep. Once a chat is routed the rep will qualify the lead and determine if a meeting needs to be booked for a discovery call. BDRs can create and update the Salesfoce lead record with information gathered during the chat. Reps can also send their calendar to the visitor to book a meeting directly from the Qualified platform.
Experiences are what the site visitor sees when they are browsing the site. It appears as a chat box in the bottom right corner of the web page. Visitors can choose to engage with the experience to help then navigate the site, book a meeting with a sales development rep or choose "Just Browsing" and close the experience.
We currently have experiences the following experiences built:
Routing rules are set up in Qualified to send a visitor to the most appropiate rep to handle the conversation.
If you feel you have been routed a conversation or visitor in error please post a link to the lead/conversation in the #mktgops Slack channel.
More information in Signals to come. The Salesforce app will be installed shortly.
Qualified is currently integrated with SalesForce, Outreach, and 6sense. Information on each integration is below.
The Qualified/Salesforce integration allows reps to create and update lead records from the Qualified platform and update contact records. Because Qualified is integrated with Salesforce reps can easily see information from the SFDC record directly in the Qualified platfrom while chatting. It also allows for the ability to map any field from the lead/contact record to Qualified to give reps pertinent information.
The Qualified/Outreach integration allows Qualified to be able to identify if a visitor arrives on the site from a clickthrough in an Outreach sequence. This provides the ability for a rep to initiate a conversation when the visitor arrives and provides a seamless experience for the prospect.
Qualified offers an integration with 6sense to help you pull in firmographic information about the website visitors from the start. Using 6sense’s reverse IP lookup, you can quickly see where the visitor is coming from, their company information, segments they belong to, and insights for their product lines.
A seamless integration with Zoom is coming shortly. Until then, reps can either:
Calendar -> Meeting details -> Enter your own meeting detailsand their mmeting link will appear in the calendar invite.
Add video conferencing detailsto add a unique Zoom link.
The Rep Performance Dashboard helps you understand the metrics that mean the most to your success including: