University

The Qualified
Implementation Process™

Our team of Salesforce-certified Success Architects will get you up and running with Qualified in 30-60 days, at no added cost. Because when you succeed, we succeed.
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Our Unique Success Philosophy

We do “Whatever It Takes”

From kickoff to go-live, you’ll have a dedicated Salesforce-certified implementation consultant and a dedicated support representative who will manage the entire project, build all your experiences, and perform all implementation services you need.

Our team serves as advisors to your team as you move to conversational sales & marketing

We know you’re busy and we take the lift off your shoulders by acting as a consultant, advisor and coach to help you adapt your business to using conversational sales. No need to prep anything, our team will come ready for our meetings with best practices and guidance to support you.

Our average implementation takes 30-60 days and we’re laser-focused on KPIs and value

We know you have high-level department goals for sales and marketing. Our team will learn how you measure success internally and provide recommendations on how we can configure or optimize Qualified for that both before and after going live.

We’ll work with 1-2 main points of contact from your side to get you live and seeing value ASAP

We typically work with a marketing operations or sales manager to learn your requirements and configure Qualified. Throughout the 30-60 day process, we can pull in others such as Salesforce Admins, Web Developers or your leadership team as needed.

Qualified Success Architect

You’ll partner with a Salesforce-certified Success Architect with deep industry and Salesforce experience. Our customers often call them extensions of their demand gen and marketing team. We’ll manage the entire project, help you set KPIs, complete the implementation for you and ensure you see value with Qualified right away. We’re partners — but also consultants, advisors, support, and coaches for your reps.
Our People

Your Dedicated Success Team

In addition to your Success Architect, you have a whole team by your side from kickoff to go-live who will ensure you are successful by coaching your reps, building sales rep adoption, reviewing KPIs or ROI, making recommendations or providing proactive technical support.

Customer Education

Our team will coach your reps, building adoption and empowering your entire team with guides, videos and more so you can make the most out of Qualified.

Executive Sponsorship

Our executive team is responsible for your overall success and the value you receive. They are available year-round to meet with your leadership team upon request.

Strategic Guidance

We’re here to provide VIP service and perform the entire implementation for you. We’ll meet weekly, develop a bespoke strategy for you and help you see the impact.

Technical Support

Our technical support team is accessible and proactively reaches out via live chat and email to help answer questions and support you with our products.
Step By Step

The Qualified Implementation Process™

We’ve fine-tuned our approach to get you live quickly and see immediate ROI for your business. Our Success Architects use a ten-step process to bring Qualified to life on your site.
Kickoff Call
Integrations
Requirements
Platform Build & Review
Onboarding Piper, your AI SDR
System Validation
Piper & Automation Go Live
Human Workforce Go Live
Hypercare
Ongoing Success
Step 1

Kickoff Call

Let’s get started! Prepare for implementation and get to know each other.
45 minute Zoom call
Personas
Primary Point-of-Contact (POC)
Executive Sponsor
Marketing Leadership
Sales Leadership

During this stage, your Success Architect will:

  • Introduce themselves and the Qualified Implementation Process™
  • Discuss implementation timeline, participants, and potential roadblocks
  • Align on your success metrics
  • Provision your team with access to Qualified
  • Share the implementation workbook and provide integration documentation

Things to consider:

  • What would be your ideal go-live date?
  • Have you outlined success metrics for Qualified? What KPIs are most important to you and your business?
  • Are your web development and system admin resources prepared to support the integration requirements?
Step 2

Integrations

We’ll connect Qualified with your website and go-to-market systems. Allow at least one day, more if you require sandbox or development testing.
Personas
Primary Point-of-Contact (POC)
Webmaster
Salesforce Admin
Marketing Automation Admin
SSO Admin (optional)

During this stage, your Success Architect will:

  • Discuss the architecture of Qualified
  • Confirm the Qualified Javascript has been successfully added to your website
  • Discuss user management and Single Sign On (if needed)
  • Validate connections to Salesforce and other integrated systems including marketing automation, data enrichment, ABM, Sales Engagement, and collaboration platforms

Things to consider:

  • Do you have an identity provider or use SSO?
  • Qualified is a Salesforce connected app and integrates as an API user. We strongly recommend that a dedicated integration user is created for Qualified.
  • Will you need to test Qualified in a Salesforce sandbox first before connecting to Salesforce production?
  • Where will new leads be created? We recommend creating new leads in Salesforce first.
  • Do you use Slack or Microsoft Teams? Consider what types of alerts you would like.
Step 3

Requirements

Using the Qualified Framework™, our team will gather your business requirements.
2-3 hours of Zoom calls
Personas
Primary Point-of-Contact (POC)
Demand Gen & Marketing Operations
Salesforce Admin

During this stage, your Success Architect will:

  • Use the Qualified Framework™ to gather your business requirements
  • Discuss visitor fields and complete field mapping to Salesforce and your marketing automation platform
  • Build segments that identity your key go-to-market audiences
  • Build Live Streams to organize your website visitors by priority based on your go-to-market segments
  • Confirm qualification criteria for handing off visitors to your sales team
  • Build meeting and chat routing rules to hand off qualified visitors to the right members of your sales team using visitor and Salesforce data
  • Discuss your high intent pages and segments to build personalized meeting, chat, and offer experiences
  • Discuss your inbound email follow-up process and campaigns

The Qualified Framework™

To gather your requirements, we’ll use our Qualified Framework™ and ensure each 
experience served to your website visitors is built just for your company’s needs.️

Step 4

Platform Build & Review

Your QSA will build personalized experiences on the website and in the inbox with chat, meeting booking, content offers and inbound email campaigns.
1-2 hours of Zoom calls.
Allow 4-5 days with follow-up involvement and feedback.
Personas
Primary Point-of-Contact (POC)
Demand Gen & Marketing Operations
Sales Manager (Optional)

During this stage, your Success Architect will:

  • Build bespoke chat, meeting, and offer experiences based on your unique business requirements and personalization best practices
  • Build email campaigns to automate inbound email follow-up processes
  • Add Piper to experiences to handle live conversations
  • Review website experiences and email campaigns built to collect feedback on copy and strategy
  • Review experiences built and collect feedback on copy and strategy
  • Review chat and meeting routing rules
  • Receive final sign-off from your team on all experiences, email campaigns, and routing rules for initial go-live
Step 5

Onboarding Piper, your AI SDR

Using the Piper Onboarding Framework™, we’ll work with you to onboard your AI SDR in 6 simple steps.
Personas
Primary Point-of-Contact (POC)
Demand Gen & Marketing Operations
SDR Manager
Product Marketing (optional)

During this stage, your Success Architect will:

  • Guide your team on building your AI SDR persona, including a sales profile, conversational tone settings, and a company description
  • Educate Piper with knowledge about your company with online and offline content sources
  • Enable Piper on your GTM methodology including rules of engagement, goals, and inbound email campaigns
  • Evaluate Piper’s knowledge and provide coaching in the AI Scorecard and AI Email Simulator
  • Add Piper to your website experiences and email campaigns to engage with visitors and build workflows to automate Piper’s follow-up activities
  • Certify Piper to engage with visitors in  full end-to-end conversations on the website and inbound email follow-up to ensure Piper answers questions, qualifies visitors, books meetings, and syncs data to your connected systems just as well as your top SDR

Piper Onboarding Framework™

6 steps to onboarding your AI SDR

Step 6

System Validation

Together, we’ll review and test your platform setup to validate the visitor experience and system integrations execute as expected.
1-2 hours of Zoom calls. Allow 2-3 days depending on test coverage.
Personas
Primary Point-of-Contact (POC)
Demand Gen & Marketing Operations
Salesforce Admin (optional)

During this stage, your Success Architect will:

  • Test record creation, update, and read access between Qualified and your integrated systems to validate your Qualified platform configuration is working as expected given your business requirements
  • Validate the visitor experience for website engagement and inbound email follow-up is working as expected

Things to consider:

  • We will provide test scripts including a number of recommended test scenarios. If you have additional testing scenarios, we’ll be sure to cover those as well.
Step 7

Piper & Automation Go Live

We’ll activate Piper and automation features in the Qualified AI Platform to start generating pipeline from your website without any human dependencies.
30 min offline
Personas
Primary Point-of-Contact (POC)
Demand Gen & Marketing Operations
Executive Sponsor

During this stage, your Success Architect will:

  • Activate your chat, meeting, and offer experiences on your website
  • Activate your inbound email campaigns
  • Monitor every Piper conversation and email send to validate Piper is handling live conversations and email follow-up as expected

Things to consider:

  • Are there experiences or features we weren’t able to develop before go-live? Your dedicated QSA is available to help you activate the entire platform in a phased approach, if needed.
  • Do you have SDRs that you want to bring into your chat strategy alongside Piper? If so, we’ll work next on getting your SDRs integrated and enabled on live chat.
Step 8

Human Workforce Go Live

We’ll activate Signals for your go-to-market teams and launch your SDR team on live chat as needed.
1 hour Zoom call for Signals. 1 hour Zoom call for SDR live chat.
Personas
Primary Point-of-Contact (POC)
Sales Rep Managers
Sales Reps

During this stage, your Success Architect will:

  • Enable Signals data on Accounts in Salesforce
  • Customize the Signals Dashboard in Salesforce based on your sales and marketing team needs
  • Train your sales and marketing teams to leverage Signals intent data for key outbound and demand gen use cases
  • Confirm your SDR team live chat strategy and update chat experiences to allow Piper and your human workforce to work alongside each other
  • Train your SDR team to have live chat conversations in Qualified by completing user setup, providing a sales user overview, and reviewing chat best practices to optimize converting conversations to pipeline

Things to consider:

  • If your sellers will handle live chat alongside Piper, identify when Piper will engage with visitors versus your human workforce.
  • We encourage SDR managers to play a role in building sales rep adoption and awareness – hold contests, consider daily check-ins and bring feedback to your Success Architect.
Step 9

Hypercare

We’ll work closely with your team to fine-tune your program, train your Qualified Admin, and align on success metrics and performance.
Four 30-minute weekly Zoom meetings
Personas
Primary Point-of-Contact (POC)
Demand Gen
Sales Manager

During this stage, your Success Architect will:

  • Begin reviewing your Qualified KPI and Pipeline Dashboards to measure performance on your success metrics including lead generation, meetings booked, and pipeline generated.
  • Train your identified Qualified Admin on key admin tasks including updating experiences, creating new experiences and offers, and updating routing rules to account for sales team changes.
  • Complete a 30-day post go live check-in meeting to review initial performance, provide recommendations, and align on a joint success plan.
Step 10

Ongoing Success

We’re there for you as strategy partners, implementation consultants and more. Your QSA throughout implementation will continue working with you throughout your contract.
Personas
Qualified Admin
Marketing Leadership
Sales Leadership

During this stage, your Success Architect will:

  • If included in your contract, your Success Architect will support you with full-service year-round optimization of your Qualified account as your priorities, campaigns and sales processes evolve.
  • Lead monthly KPI reviews to measure impact on your success metrics including influenced pipeline, leads created, and meetings booked.
  • Introduce the latest Qualified platform features and products to enhance your current pipeline program.
  • Lead quarterly Executive Strategic Reviews to share ROI, success metrics, and recommendations to your executive team.
Loved by Thousands of Customers Around the World

See what our customers love about Qualified

Salesforce customers around the globe choose Qualified to generate more pipeline and accelerate deals. Don’t just take it from us, check out our reviews on G2 and the Salesforce AppExchange.
Qualified did all the heavy lifting for us and got us up and running in literally a couple of weeks.
James Hemberg
The Qualified people are amazing. I consider them friends.
As a super fast-growing SaaS business, Qualified is a must-have tool. The Qualified people are amazing, I consider them friends, wanting what we want, success and fast growth. I really enjoy working with Qualified. I love you guys.
Matt Bullock
Hands down the best support & account management I’ve ever had.
Qualified claimed their client success management was a difference-maker. This ultimately swayed our decision for Qualified vs. others. They were spot on the money. Best support I have ever had with a technology partner.
Stephen Pavlich
Oh wow, Qualified’s service is second to none.
They were with us every step of the way to ensure we had a smooth onboarding and transition experience. After our onboarding was complete, they continued to monitor our performance, provide feedback, and recommend new use cases to ensure we leverage Qualified to the fullest.
Evelyn Lin
Love the tool and the team!
The Qualified team is exceptional and always eager to help. They seem ready and willing to receive feedback and take action on that feedback to enhance their platform.
Spencer Peterson
Our rockstar QSA and Qualified have been great partners to stick with us and ensure our success.
Alex Robinson

We deliver success to thousands of customers using Qualified's Implementation Process

Qualified is the only conversational sales and marketing platform purpose-built for Salesforce. Join the thousands of customers who’ve worked with our industry-leading Qualified Success Architect team that know Qualified and Salesforce.