The Spring ‘24 Release Has Arrived!
Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.
Crystal Reitmeir
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Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.
Can you feel it? The blossoms are in bloom and winter is melting away. Spring has finally arrived, and so has the Qualified Spring ‘24 Release! This quarter is jam-packed with innovation and new features that double-down on AI. We’re bringing you features that generate pipeline 24x7, help Sales Development Reps (SDRs) to be more efficient, and make meeting booking even more effortless. We’re excited to share our latest and greatest offerings, built with you in mind. So let’s dive in!
Meet Piper, your new AI SDR. Engage visitors, capture leads, and book meetings, 24x7.
Piper, the AI SDR—Available Now!
An AI worker built for inbound pipeline generation, Piper works 24x7. She will automatically identify your best buyers, engage in countless conversations simultaneously, book meetings, and hand off buyers to an available SDR—with zero human involvement. This might be our most exciting innovation yet! If you missed the product launch, you can watch the entire event in under seven minutes above. 👆 Piper is available now so be sure to connect with your dedicated Qualified Success Architect (QSA) to learn more about pricing and implementation.
Give your sales reps a copilot to have faster, smarter engagements via live chat, voice, or video.
AI Copilot—Available Now!
Turbocharged with AI, our flagship product is designed to scale your live chat engagements and maximize pipeline. AI Copilot is a powerful new AI feature that helps SDRs have better, faster, and smarter conversations to increase productivity and pipeline. Core capabilities include:
AI Copilot is generally available to all Qualified customers so connect with your QSA to get started. Be sure to watch the demo video above 👆 and read the help article to learn more
Enable / Disable Return Visitor Alerts
With AI Pounce, SDRs spend less time monitoring the Qualified app, which means notifications become even more critical to ensure they don't miss a conversation with a valuable visitor. However, this also means that return visitor alerts may be too noisy for some teams. Previously, SDRs could not control “visitor returned" alerts so anytime a visitor with a prior visit arrived on the site, an alert would be sent to the assigned SDR. Now, SDRs can choose whether or not to receive return visitor alerts, tailoring it to their needs.
Invite your best buyers to schedule meetings with your sales team in just a few clicks.
Meetings Analytics
Knowing how you’re generating meetings for your sales team is crucial, so we’ve added additional metrics to help improve these insights. New and improved reporting capabilities include:
We’ve also released some “quality of life” improvements, which include:
If you have questions or need support with custom reports, reach out to your QSA.
Wait to Navigate After Meeting Booker
When a visitor books time in the lightbox meeting booker, a confirmation message is immediately presented. Previously, the lightbox meeting booker would navigate to a new page without giving the visitor enough time to view the confirmation. Now, the experience will remain on the confirmation until the visitor either closes the lightbox or manually navigates to another page.
Meeting Cancellations and Reschedules
Previously, Qualified only recognized a meeting as canceled if the visitor used the "Reschedule or cancel" link in the Qualified email confirmation. Now, Qualified will recognize any cancelation or reschedules, including declining or deleting invites directly from a calendar. This ensures sales team calendars are always current.
Meeting Routing in Live Chat
Meetings offered in live chat previously required an SDR to manually input the person they wanted to route the meeting to. Now, meetings offered in live chat will respect Meeting Type Routing Rules making it much simpler for SDRs to offer a meeting with exactly the right person. Not only is this quicker but also reduces room for error. Read the help article to learn more.
Minimum Meeting Notice
The "Minimum Meeting Notice" is the buffer time before the earliest meeting a visitor can book on a sales rep’s calendar. For example, if a visitor visits the website on Saturday at 3pm and the "Minimum Meeting Notice" is one day, Qualified will present time slots starting Tuesday at 8am since the next meeting availability starts on Monday at 8am. This will avoid sales reps coming into work on Monday and surprisingly finding a customer meeting at 8am. With this update, Qualified respects the user's availability and includes this in the buffer time.
Surface account-based buying intent data and take action on your hottest accounts.
Account-Level Signals
Qualified Signals uses valuable 1st and 3rd party data to identify the accounts who are most likely to buy then pushes this data to the Account record in Salesforce, where revenue teams spend most of their day. Previously, Signals aggregated data based on domain URL (regardless of the number of Account records in the hierarchy). This new feature separates the data so each Account record has its own unique data and known contact activities will only nest under the account with which they are associated. Connect with your dedicated QSA to learn more.
Identify, engage, and convert your best buyers through custom website experiences.
Configurable Privacy Policy
Global privacy laws and regulations, like CIPA and GDPR, are constantly impacting our customers. This new feature adds the privacy policy to all greeting types and allows customers to configure the privacy policy message in a way that meets their legal requirements. This feature also offers the option to hyperlink out to relevant legal materials and gives customers the ability to translate their privacy policy to match the language of the experience. Read the help article to learn more.
Smart Selector for Buttons
Configuring button experiences just got a whole lot easier. Admins can simply select buttons using point-and-click and assign a desired action. Moreover, if buttons chosen for a specific experience are no longer valid, your dedicated QSA will immediately notify you to ensure all buttons are working as expected. Smart Selector is only available to customers with Qualified Meetings. To get started, connect with your QSA and read the help article to learn more.
User Admin Improvements
User Admin Tables help you keep tabs on your organization within the Qualified app. We have two updates to make your life a bit easier.
That’s a wrap for Spring ‘24! We’re always working on exciting new features but if you have ideas for future releases, we want to hear from you! As always, feel free to chat with us live on the website or connect with your dedicated QSA at any time.
Join the Qualified team as they dive into measuring success with Piper the AI SDR.
Stay up to date with weekly drops of fresh B2B marketing and sales content.
Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.
Can you feel it? The blossoms are in bloom and winter is melting away. Spring has finally arrived, and so has the Qualified Spring ‘24 Release! This quarter is jam-packed with innovation and new features that double-down on AI. We’re bringing you features that generate pipeline 24x7, help Sales Development Reps (SDRs) to be more efficient, and make meeting booking even more effortless. We’re excited to share our latest and greatest offerings, built with you in mind. So let’s dive in!
Meet Piper, your new AI SDR. Engage visitors, capture leads, and book meetings, 24x7.
Piper, the AI SDR—Available Now!
An AI worker built for inbound pipeline generation, Piper works 24x7. She will automatically identify your best buyers, engage in countless conversations simultaneously, book meetings, and hand off buyers to an available SDR—with zero human involvement. This might be our most exciting innovation yet! If you missed the product launch, you can watch the entire event in under seven minutes above. 👆 Piper is available now so be sure to connect with your dedicated Qualified Success Architect (QSA) to learn more about pricing and implementation.
Give your sales reps a copilot to have faster, smarter engagements via live chat, voice, or video.
AI Copilot—Available Now!
Turbocharged with AI, our flagship product is designed to scale your live chat engagements and maximize pipeline. AI Copilot is a powerful new AI feature that helps SDRs have better, faster, and smarter conversations to increase productivity and pipeline. Core capabilities include:
AI Copilot is generally available to all Qualified customers so connect with your QSA to get started. Be sure to watch the demo video above 👆 and read the help article to learn more
Enable / Disable Return Visitor Alerts
With AI Pounce, SDRs spend less time monitoring the Qualified app, which means notifications become even more critical to ensure they don't miss a conversation with a valuable visitor. However, this also means that return visitor alerts may be too noisy for some teams. Previously, SDRs could not control “visitor returned" alerts so anytime a visitor with a prior visit arrived on the site, an alert would be sent to the assigned SDR. Now, SDRs can choose whether or not to receive return visitor alerts, tailoring it to their needs.
Invite your best buyers to schedule meetings with your sales team in just a few clicks.
Meetings Analytics
Knowing how you’re generating meetings for your sales team is crucial, so we’ve added additional metrics to help improve these insights. New and improved reporting capabilities include:
We’ve also released some “quality of life” improvements, which include:
If you have questions or need support with custom reports, reach out to your QSA.
Wait to Navigate After Meeting Booker
When a visitor books time in the lightbox meeting booker, a confirmation message is immediately presented. Previously, the lightbox meeting booker would navigate to a new page without giving the visitor enough time to view the confirmation. Now, the experience will remain on the confirmation until the visitor either closes the lightbox or manually navigates to another page.
Meeting Cancellations and Reschedules
Previously, Qualified only recognized a meeting as canceled if the visitor used the "Reschedule or cancel" link in the Qualified email confirmation. Now, Qualified will recognize any cancelation or reschedules, including declining or deleting invites directly from a calendar. This ensures sales team calendars are always current.
Meeting Routing in Live Chat
Meetings offered in live chat previously required an SDR to manually input the person they wanted to route the meeting to. Now, meetings offered in live chat will respect Meeting Type Routing Rules making it much simpler for SDRs to offer a meeting with exactly the right person. Not only is this quicker but also reduces room for error. Read the help article to learn more.
Minimum Meeting Notice
The "Minimum Meeting Notice" is the buffer time before the earliest meeting a visitor can book on a sales rep’s calendar. For example, if a visitor visits the website on Saturday at 3pm and the "Minimum Meeting Notice" is one day, Qualified will present time slots starting Tuesday at 8am since the next meeting availability starts on Monday at 8am. This will avoid sales reps coming into work on Monday and surprisingly finding a customer meeting at 8am. With this update, Qualified respects the user's availability and includes this in the buffer time.
Surface account-based buying intent data and take action on your hottest accounts.
Account-Level Signals
Qualified Signals uses valuable 1st and 3rd party data to identify the accounts who are most likely to buy then pushes this data to the Account record in Salesforce, where revenue teams spend most of their day. Previously, Signals aggregated data based on domain URL (regardless of the number of Account records in the hierarchy). This new feature separates the data so each Account record has its own unique data and known contact activities will only nest under the account with which they are associated. Connect with your dedicated QSA to learn more.
Identify, engage, and convert your best buyers through custom website experiences.
Configurable Privacy Policy
Global privacy laws and regulations, like CIPA and GDPR, are constantly impacting our customers. This new feature adds the privacy policy to all greeting types and allows customers to configure the privacy policy message in a way that meets their legal requirements. This feature also offers the option to hyperlink out to relevant legal materials and gives customers the ability to translate their privacy policy to match the language of the experience. Read the help article to learn more.
Smart Selector for Buttons
Configuring button experiences just got a whole lot easier. Admins can simply select buttons using point-and-click and assign a desired action. Moreover, if buttons chosen for a specific experience are no longer valid, your dedicated QSA will immediately notify you to ensure all buttons are working as expected. Smart Selector is only available to customers with Qualified Meetings. To get started, connect with your QSA and read the help article to learn more.
User Admin Improvements
User Admin Tables help you keep tabs on your organization within the Qualified app. We have two updates to make your life a bit easier.
That’s a wrap for Spring ‘24! We’re always working on exciting new features but if you have ideas for future releases, we want to hear from you! As always, feel free to chat with us live on the website or connect with your dedicated QSA at any time.
Stay up to date with weekly drops of fresh B2B marketing and sales content.
Can you feel it? The blossoms are in bloom and winter is melting away. Spring has finally arrived, and so has the Qualified Spring ‘24 Release! This quarter is jam-packed with innovation and new features that double-down on AI. We’re bringing you features that generate pipeline 24x7, help Sales Development Reps (SDRs) to be more efficient, and make meeting booking even more effortless. We’re excited to share our latest and greatest offerings, built with you in mind. So let’s dive in!
Meet Piper, your new AI SDR. Engage visitors, capture leads, and book meetings, 24x7.
Piper, the AI SDR—Available Now!
An AI worker built for inbound pipeline generation, Piper works 24x7. She will automatically identify your best buyers, engage in countless conversations simultaneously, book meetings, and hand off buyers to an available SDR—with zero human involvement. This might be our most exciting innovation yet! If you missed the product launch, you can watch the entire event in under seven minutes above. 👆 Piper is available now so be sure to connect with your dedicated Qualified Success Architect (QSA) to learn more about pricing and implementation.
Give your sales reps a copilot to have faster, smarter engagements via live chat, voice, or video.
AI Copilot—Available Now!
Turbocharged with AI, our flagship product is designed to scale your live chat engagements and maximize pipeline. AI Copilot is a powerful new AI feature that helps SDRs have better, faster, and smarter conversations to increase productivity and pipeline. Core capabilities include:
AI Copilot is generally available to all Qualified customers so connect with your QSA to get started. Be sure to watch the demo video above 👆 and read the help article to learn more
Enable / Disable Return Visitor Alerts
With AI Pounce, SDRs spend less time monitoring the Qualified app, which means notifications become even more critical to ensure they don't miss a conversation with a valuable visitor. However, this also means that return visitor alerts may be too noisy for some teams. Previously, SDRs could not control “visitor returned" alerts so anytime a visitor with a prior visit arrived on the site, an alert would be sent to the assigned SDR. Now, SDRs can choose whether or not to receive return visitor alerts, tailoring it to their needs.
Invite your best buyers to schedule meetings with your sales team in just a few clicks.
Meetings Analytics
Knowing how you’re generating meetings for your sales team is crucial, so we’ve added additional metrics to help improve these insights. New and improved reporting capabilities include:
We’ve also released some “quality of life” improvements, which include:
If you have questions or need support with custom reports, reach out to your QSA.
Wait to Navigate After Meeting Booker
When a visitor books time in the lightbox meeting booker, a confirmation message is immediately presented. Previously, the lightbox meeting booker would navigate to a new page without giving the visitor enough time to view the confirmation. Now, the experience will remain on the confirmation until the visitor either closes the lightbox or manually navigates to another page.
Meeting Cancellations and Reschedules
Previously, Qualified only recognized a meeting as canceled if the visitor used the "Reschedule or cancel" link in the Qualified email confirmation. Now, Qualified will recognize any cancelation or reschedules, including declining or deleting invites directly from a calendar. This ensures sales team calendars are always current.
Meeting Routing in Live Chat
Meetings offered in live chat previously required an SDR to manually input the person they wanted to route the meeting to. Now, meetings offered in live chat will respect Meeting Type Routing Rules making it much simpler for SDRs to offer a meeting with exactly the right person. Not only is this quicker but also reduces room for error. Read the help article to learn more.
Minimum Meeting Notice
The "Minimum Meeting Notice" is the buffer time before the earliest meeting a visitor can book on a sales rep’s calendar. For example, if a visitor visits the website on Saturday at 3pm and the "Minimum Meeting Notice" is one day, Qualified will present time slots starting Tuesday at 8am since the next meeting availability starts on Monday at 8am. This will avoid sales reps coming into work on Monday and surprisingly finding a customer meeting at 8am. With this update, Qualified respects the user's availability and includes this in the buffer time.
Surface account-based buying intent data and take action on your hottest accounts.
Account-Level Signals
Qualified Signals uses valuable 1st and 3rd party data to identify the accounts who are most likely to buy then pushes this data to the Account record in Salesforce, where revenue teams spend most of their day. Previously, Signals aggregated data based on domain URL (regardless of the number of Account records in the hierarchy). This new feature separates the data so each Account record has its own unique data and known contact activities will only nest under the account with which they are associated. Connect with your dedicated QSA to learn more.
Identify, engage, and convert your best buyers through custom website experiences.
Configurable Privacy Policy
Global privacy laws and regulations, like CIPA and GDPR, are constantly impacting our customers. This new feature adds the privacy policy to all greeting types and allows customers to configure the privacy policy message in a way that meets their legal requirements. This feature also offers the option to hyperlink out to relevant legal materials and gives customers the ability to translate their privacy policy to match the language of the experience. Read the help article to learn more.
Smart Selector for Buttons
Configuring button experiences just got a whole lot easier. Admins can simply select buttons using point-and-click and assign a desired action. Moreover, if buttons chosen for a specific experience are no longer valid, your dedicated QSA will immediately notify you to ensure all buttons are working as expected. Smart Selector is only available to customers with Qualified Meetings. To get started, connect with your QSA and read the help article to learn more.
User Admin Improvements
User Admin Tables help you keep tabs on your organization within the Qualified app. We have two updates to make your life a bit easier.
That’s a wrap for Spring ‘24! We’re always working on exciting new features but if you have ideas for future releases, we want to hear from you! As always, feel free to chat with us live on the website or connect with your dedicated QSA at any time.
Discover how we can help you convert more prospects into pipeline–right from your website.
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