The Summer ‘24 Release is Here!
Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.
Crystal Reitmeir
Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.
Crank up the air conditioner and grab some cold lemonade because peak summer is here, and so is the Qualified Summer ‘24 Release! At Qualified, we’re focused on building a product that generates pipeline with automation and AI; and this release is packed with new features designed to do just that. Piper the AI SDR is smarter, booking meetings is easier, and presenting personalized marketing offers is effortless. We’re excited to share our latest and greatest offerings, built with you in mind. So let’s dive in!
Piper is an AI SDR who engages visitors, captures leads, and books meetings, 24x7.
Introducing Piper Goals
Piper the AI SDR converts inbound website traffic into pipeline around the clock. Unlike a chatbot, Piper doesn’t just passively answer questions. She proactively engages qualified visitors and nurtures them until they convert into pipeline. She is always working toward hitting her pipeline targets, and it starts with Piper Goals. This exciting new feature drives Piper’s behavior and tells her exactly how to steer each conversation so she can convert high-quality website visitors into pipeline. This is what makes her so powerful as an AI SDR! Be sure to watch the demo video above 👆and connect with your dedicated Qualified Success Architect (QSA) today to learn more about pricing and implementation.
Rules of Engagement
All SDR teams have specific rules to follow when it comes to engaging with buyers. For example, avoid divulging specific dollar amounts when discussing pricing. Piper is no different. As an AI SDR, she needs guardrails and guidance to ensure she engages with each buyer appropriately. This new feature gives customers the ability to customize their rules of engagement based on their unique business and offers more control over how Piper interacts with your buyers. Read the help article to learn more.
Customizable AI SDR Profiles
Piper the AI SDR is an out-of-the-box AI SDR that can be quickly implemented as-is. However, some customers prefer to align their AI SDR more closely with their brand. We now offer AI SDR profiles that are completely customizable, allowing customers to modify the avatar, name, job title, tone, and email settings should you choose to personify your AI SDR. Read the help article to learn more.
Serve personalized, relevant marketing offers and capture leads with a single click.
Qualified AI Offers—Available Now!
Lead generation is the lifeblood of inbound pipeline, and the backbone of any lead generation motion starts with valuable marketing offers—like webinars, free trials, ebooks, and product news. Qualified AI Offers, a brand new product within our PipelineAI product suite, puts the right offer in front of the right buyer then automates lead capture with a single click. This is a surefire way to fill your funnel with a lot less effort. The best part? AI Offers is generally available now! Be sure to watch the keynote above to learn more 👆and connect with your dedicated QSA to get started today.
With Piper, your sales reps can have faster, smarter engagements via live chat, voice, or video.
Round-Robin Routing Tooltip
Conversation routing ensures the right website visitor is connected to the right sales rep for a real-time conversation. However, if a visitor does not match your custom routing criteria, a round-robin routing rule may be triggered. This means sales reps in the queue can quickly pick up a conversation and start chatting. With this new feature, you can see which sales rep is selected for round robin in the routing tooltip within the messenger timeline. This provides more visibility into who was selected as part of our round-robin algorithm. Read the help article to learn more.
Invite your best buyers to schedule meetings with your sales team in just a few clicks.
Customizable Meeting Themes and Designs
We’ve given the Qualified meeting booker a much-anticipated makeover. Historically, customers had one option when it came to the design of meeting links and the meeting pop-up modal. With this new feature, you now have more control over the look-and-feel with style choices that match your brand. Plus, the meeting booker modal is now horizontal for a better end user experience. Read the help article to learn more.
Meeting Type Booking Limits
Your sales team’s time is valuable, so it’s crucial they focus on the meetings that matter most. With this new feature, website visitors can only book one meeting per meeting type to prevent spam meetings from being scheduled with your sales reps. If they try to book multiple meetings for the same meeting type, they will be prompted to reschedule. This way, your sales reps only have meetings booked with their best buyers.
In-Person Meeting Type: Time Zone & Availability Override
In-person meetings have different requirements than those that are virtual; specifically, participants may travel to a location or a meeting may only occur during select dates. This feature allows meeting types to be configured in a specific time zone and time frame to adhere to these parameters. For example, meetings held during Dreamforce may only be scheduled from 9am-3pm PST between Sept. 17-19. With this feature, visitors flying to San Francisco from the east coast can schedule a meeting in the time zone where the meeting will take place.
Meetings Settings Tab
To help scale and simplify meetings setup, we’ve added a new settings tab in the Qualified application called “Meeting Settings.” As of now, you can make edits here for meeting exclusion dates with more functionality coming soon. Please note, this functionality has moved from the Business Hours tab to the Meetings Settings tab.
Performance Enhancements
We’ve made significant enhancements to improve meeting scheduling performance. Most noticeably, the button spinner no longer takes over the entire webpage when presenting the meeting booker; instead, it’s only shown within the Smart Button. This improves the user experience as it’s less invasive. We’ve also improved load times to be 25x faster for our calendar sync, which means available meeting slots will be shown much quicker after routing is complete.
Turn valuable data into actionable insights that drive more pipeline.
Dashboard Sharing
Understanding pipeline performance is crucial; not just for you, but your entire organization. This new feature simplifies dashboard sharing with a single link so anyone in your organization can access these valuable insights even if they’re not a Qualified user. Simply add an individual by email and share the link. Viewers can then filter the date range by "Daily/Weekly/Monthly" to get more granular insights. Read the help article to learn more.
More Dashboard Improvements
Our dashboards continue to improve with three new updates, offering better insights into performance:
Identify, engage, and convert your best buyers through custom website experiences.
Qualified Workflows, available now!
Your website is the pinnacle of pipeline generation, and there are countless events taking place at any given time—like live chats, pounce attempts, meetings booked, or emails captured. While tracking these events is critical, it’s also a challenge. Qualified Workflows streamlines this process behind-the-scenes. After an event occurs, actions will trigger in the background—like updating a lead in Marketo, creating a task in Salesforce, or sending a Slack alert to your team. All this happens automatically so your team never misses a beat. This new feature is now available to all Qualified customers. Read the help article to learn more.
That’s a wrap for Summer ‘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.
Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.
Crank up the air conditioner and grab some cold lemonade because peak summer is here, and so is the Qualified Summer ‘24 Release! At Qualified, we’re focused on building a product that generates pipeline with automation and AI; and this release is packed with new features designed to do just that. Piper the AI SDR is smarter, booking meetings is easier, and presenting personalized marketing offers is effortless. We’re excited to share our latest and greatest offerings, built with you in mind. So let’s dive in!
Piper is an AI SDR who engages visitors, captures leads, and books meetings, 24x7.
Introducing Piper Goals
Piper the AI SDR converts inbound website traffic into pipeline around the clock. Unlike a chatbot, Piper doesn’t just passively answer questions. She proactively engages qualified visitors and nurtures them until they convert into pipeline. She is always working toward hitting her pipeline targets, and it starts with Piper Goals. This exciting new feature drives Piper’s behavior and tells her exactly how to steer each conversation so she can convert high-quality website visitors into pipeline. This is what makes her so powerful as an AI SDR! Be sure to watch the demo video above 👆and connect with your dedicated Qualified Success Architect (QSA) today to learn more about pricing and implementation.
Rules of Engagement
All SDR teams have specific rules to follow when it comes to engaging with buyers. For example, avoid divulging specific dollar amounts when discussing pricing. Piper is no different. As an AI SDR, she needs guardrails and guidance to ensure she engages with each buyer appropriately. This new feature gives customers the ability to customize their rules of engagement based on their unique business and offers more control over how Piper interacts with your buyers. Read the help article to learn more.
Customizable AI SDR Profiles
Piper the AI SDR is an out-of-the-box AI SDR that can be quickly implemented as-is. However, some customers prefer to align their AI SDR more closely with their brand. We now offer AI SDR profiles that are completely customizable, allowing customers to modify the avatar, name, job title, tone, and email settings should you choose to personify your AI SDR. Read the help article to learn more.
Serve personalized, relevant marketing offers and capture leads with a single click.
Qualified AI Offers—Available Now!
Lead generation is the lifeblood of inbound pipeline, and the backbone of any lead generation motion starts with valuable marketing offers—like webinars, free trials, ebooks, and product news. Qualified AI Offers, a brand new product within our PipelineAI product suite, puts the right offer in front of the right buyer then automates lead capture with a single click. This is a surefire way to fill your funnel with a lot less effort. The best part? AI Offers is generally available now! Be sure to watch the keynote above to learn more 👆and connect with your dedicated QSA to get started today.
With Piper, your sales reps can have faster, smarter engagements via live chat, voice, or video.
Round-Robin Routing Tooltip
Conversation routing ensures the right website visitor is connected to the right sales rep for a real-time conversation. However, if a visitor does not match your custom routing criteria, a round-robin routing rule may be triggered. This means sales reps in the queue can quickly pick up a conversation and start chatting. With this new feature, you can see which sales rep is selected for round robin in the routing tooltip within the messenger timeline. This provides more visibility into who was selected as part of our round-robin algorithm. Read the help article to learn more.
Invite your best buyers to schedule meetings with your sales team in just a few clicks.
Customizable Meeting Themes and Designs
We’ve given the Qualified meeting booker a much-anticipated makeover. Historically, customers had one option when it came to the design of meeting links and the meeting pop-up modal. With this new feature, you now have more control over the look-and-feel with style choices that match your brand. Plus, the meeting booker modal is now horizontal for a better end user experience. Read the help article to learn more.
Meeting Type Booking Limits
Your sales team’s time is valuable, so it’s crucial they focus on the meetings that matter most. With this new feature, website visitors can only book one meeting per meeting type to prevent spam meetings from being scheduled with your sales reps. If they try to book multiple meetings for the same meeting type, they will be prompted to reschedule. This way, your sales reps only have meetings booked with their best buyers.
In-Person Meeting Type: Time Zone & Availability Override
In-person meetings have different requirements than those that are virtual; specifically, participants may travel to a location or a meeting may only occur during select dates. This feature allows meeting types to be configured in a specific time zone and time frame to adhere to these parameters. For example, meetings held during Dreamforce may only be scheduled from 9am-3pm PST between Sept. 17-19. With this feature, visitors flying to San Francisco from the east coast can schedule a meeting in the time zone where the meeting will take place.
Meetings Settings Tab
To help scale and simplify meetings setup, we’ve added a new settings tab in the Qualified application called “Meeting Settings.” As of now, you can make edits here for meeting exclusion dates with more functionality coming soon. Please note, this functionality has moved from the Business Hours tab to the Meetings Settings tab.
Performance Enhancements
We’ve made significant enhancements to improve meeting scheduling performance. Most noticeably, the button spinner no longer takes over the entire webpage when presenting the meeting booker; instead, it’s only shown within the Smart Button. This improves the user experience as it’s less invasive. We’ve also improved load times to be 25x faster for our calendar sync, which means available meeting slots will be shown much quicker after routing is complete.
Turn valuable data into actionable insights that drive more pipeline.
Dashboard Sharing
Understanding pipeline performance is crucial; not just for you, but your entire organization. This new feature simplifies dashboard sharing with a single link so anyone in your organization can access these valuable insights even if they’re not a Qualified user. Simply add an individual by email and share the link. Viewers can then filter the date range by "Daily/Weekly/Monthly" to get more granular insights. Read the help article to learn more.
More Dashboard Improvements
Our dashboards continue to improve with three new updates, offering better insights into performance:
Identify, engage, and convert your best buyers through custom website experiences.
Qualified Workflows, available now!
Your website is the pinnacle of pipeline generation, and there are countless events taking place at any given time—like live chats, pounce attempts, meetings booked, or emails captured. While tracking these events is critical, it’s also a challenge. Qualified Workflows streamlines this process behind-the-scenes. After an event occurs, actions will trigger in the background—like updating a lead in Marketo, creating a task in Salesforce, or sending a Slack alert to your team. All this happens automatically so your team never misses a beat. This new feature is now available to all Qualified customers. Read the help article to learn more.
That’s a wrap for Summer ‘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.
Crank up the air conditioner and grab some cold lemonade because peak summer is here, and so is the Qualified Summer ‘24 Release! At Qualified, we’re focused on building a product that generates pipeline with automation and AI; and this release is packed with new features designed to do just that. Piper the AI SDR is smarter, booking meetings is easier, and presenting personalized marketing offers is effortless. We’re excited to share our latest and greatest offerings, built with you in mind. So let’s dive in!
Piper is an AI SDR who engages visitors, captures leads, and books meetings, 24x7.
Introducing Piper Goals
Piper the AI SDR converts inbound website traffic into pipeline around the clock. Unlike a chatbot, Piper doesn’t just passively answer questions. She proactively engages qualified visitors and nurtures them until they convert into pipeline. She is always working toward hitting her pipeline targets, and it starts with Piper Goals. This exciting new feature drives Piper’s behavior and tells her exactly how to steer each conversation so she can convert high-quality website visitors into pipeline. This is what makes her so powerful as an AI SDR! Be sure to watch the demo video above 👆and connect with your dedicated Qualified Success Architect (QSA) today to learn more about pricing and implementation.
Rules of Engagement
All SDR teams have specific rules to follow when it comes to engaging with buyers. For example, avoid divulging specific dollar amounts when discussing pricing. Piper is no different. As an AI SDR, she needs guardrails and guidance to ensure she engages with each buyer appropriately. This new feature gives customers the ability to customize their rules of engagement based on their unique business and offers more control over how Piper interacts with your buyers. Read the help article to learn more.
Customizable AI SDR Profiles
Piper the AI SDR is an out-of-the-box AI SDR that can be quickly implemented as-is. However, some customers prefer to align their AI SDR more closely with their brand. We now offer AI SDR profiles that are completely customizable, allowing customers to modify the avatar, name, job title, tone, and email settings should you choose to personify your AI SDR. Read the help article to learn more.
Serve personalized, relevant marketing offers and capture leads with a single click.
Qualified AI Offers—Available Now!
Lead generation is the lifeblood of inbound pipeline, and the backbone of any lead generation motion starts with valuable marketing offers—like webinars, free trials, ebooks, and product news. Qualified AI Offers, a brand new product within our PipelineAI product suite, puts the right offer in front of the right buyer then automates lead capture with a single click. This is a surefire way to fill your funnel with a lot less effort. The best part? AI Offers is generally available now! Be sure to watch the keynote above to learn more 👆and connect with your dedicated QSA to get started today.
With Piper, your sales reps can have faster, smarter engagements via live chat, voice, or video.
Round-Robin Routing Tooltip
Conversation routing ensures the right website visitor is connected to the right sales rep for a real-time conversation. However, if a visitor does not match your custom routing criteria, a round-robin routing rule may be triggered. This means sales reps in the queue can quickly pick up a conversation and start chatting. With this new feature, you can see which sales rep is selected for round robin in the routing tooltip within the messenger timeline. This provides more visibility into who was selected as part of our round-robin algorithm. Read the help article to learn more.
Invite your best buyers to schedule meetings with your sales team in just a few clicks.
Customizable Meeting Themes and Designs
We’ve given the Qualified meeting booker a much-anticipated makeover. Historically, customers had one option when it came to the design of meeting links and the meeting pop-up modal. With this new feature, you now have more control over the look-and-feel with style choices that match your brand. Plus, the meeting booker modal is now horizontal for a better end user experience. Read the help article to learn more.
Meeting Type Booking Limits
Your sales team’s time is valuable, so it’s crucial they focus on the meetings that matter most. With this new feature, website visitors can only book one meeting per meeting type to prevent spam meetings from being scheduled with your sales reps. If they try to book multiple meetings for the same meeting type, they will be prompted to reschedule. This way, your sales reps only have meetings booked with their best buyers.
In-Person Meeting Type: Time Zone & Availability Override
In-person meetings have different requirements than those that are virtual; specifically, participants may travel to a location or a meeting may only occur during select dates. This feature allows meeting types to be configured in a specific time zone and time frame to adhere to these parameters. For example, meetings held during Dreamforce may only be scheduled from 9am-3pm PST between Sept. 17-19. With this feature, visitors flying to San Francisco from the east coast can schedule a meeting in the time zone where the meeting will take place.
Meetings Settings Tab
To help scale and simplify meetings setup, we’ve added a new settings tab in the Qualified application called “Meeting Settings.” As of now, you can make edits here for meeting exclusion dates with more functionality coming soon. Please note, this functionality has moved from the Business Hours tab to the Meetings Settings tab.
Performance Enhancements
We’ve made significant enhancements to improve meeting scheduling performance. Most noticeably, the button spinner no longer takes over the entire webpage when presenting the meeting booker; instead, it’s only shown within the Smart Button. This improves the user experience as it’s less invasive. We’ve also improved load times to be 25x faster for our calendar sync, which means available meeting slots will be shown much quicker after routing is complete.
Turn valuable data into actionable insights that drive more pipeline.
Dashboard Sharing
Understanding pipeline performance is crucial; not just for you, but your entire organization. This new feature simplifies dashboard sharing with a single link so anyone in your organization can access these valuable insights even if they’re not a Qualified user. Simply add an individual by email and share the link. Viewers can then filter the date range by "Daily/Weekly/Monthly" to get more granular insights. Read the help article to learn more.
More Dashboard Improvements
Our dashboards continue to improve with three new updates, offering better insights into performance:
Identify, engage, and convert your best buyers through custom website experiences.
Qualified Workflows, available now!
Your website is the pinnacle of pipeline generation, and there are countless events taking place at any given time—like live chats, pounce attempts, meetings booked, or emails captured. While tracking these events is critical, it’s also a challenge. Qualified Workflows streamlines this process behind-the-scenes. After an event occurs, actions will trigger in the background—like updating a lead in Marketo, creating a task in Salesforce, or sending a Slack alert to your team. All this happens automatically so your team never misses a beat. This new feature is now available to all Qualified customers. Read the help article to learn more.
That’s a wrap for Summer ‘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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