Meet the Qualified Xforce Platform
Today we introduce Xforce: The world’s first native conversational platform built exclusively for Salesforce. Serving as the foundation beneath Qualified X, Xforce runs natively on the Salesforce Platform; leveraging complex Salesforce configurations and data architectures to power bespoke conversational programs.
It’s that time of year again! As Salesforce’s annual Dreamforce conference kicks off, Trailblazers around the globe will tune in to hear the latest and greatest innovations from the tech powerhouse. And given our deep roots with Salesforce, there’s no better time than now to introduce Qualified Xforce: the world’s first native conversational platform for Salesforce.
It’s no secret we’re accelerating into a digital-first era, which means B2B companies are quickly investing in new sales and marketing technology. In the frenzy to acquire new solutions, companies often check the box that technology integrates with Salesforce but often fumble when these lightweight connectors are riddled with limitations. The result? Headaches, workarounds, and inefficiencies. To truly maximize their Salesforce investment and supercharge their go-to-market motions, companies must have solutions that are purpose-built for Salesforce.
In April, we launched Qualified X, the tenth-generation flagship product designed to help sellers thrive in today’s all-digital environment by giving them tools to initiate more website conversations and drive more pipeline.
The Xforce platform is the foundation beneath Qualified X, the engine that powers its end-to-end application behavior. Built natively on the Salesforce Platform and connecting deeply into the Salesforce core, Xforce is exclusively for Salesforce Sales Cloud customers. It harnesses unique Salesforce data architecture and configurations to drive hyper-intelligent, customizable conversational sales and marketing programs.
As any great B2B organization knows, the Salesforce Sales Cloud is its backbone. It’s where the most important prospect and customer data lives, and every company has a completely unique instance. The Xforce Platform offers ten major services that harness hundreds of thousands of Sales Cloud data points to turbocharge even the most complex conversational programs.
Xforce Universal Object Support: Connecting to the core Salesforce data model with any and all customizations, Xforce provides the ability to read, create, and update Custom Objects and Standard Salesforce Objects and fields in milliseconds; including Leads, Contacts, Accounts, Opportunities, Contact Roles, Campaigns, Campaign Members, Related User Lookup Objects, and Custom Objects related to Accounts, Contacts and Leads.
Xforce Universal Data Type Support: Compatible with every major Salesforce data type, Xforce offers a highly flexible solution that supports all standard fields, custom fields, lookup fields, formula fields, restricted picklists, unrestricted picklists, dependent picklists, multi-select picklists, regular expressions, number fields, date fields, email fields, and phone fields.
Xforce Real-Time Data Model Traversal: Without the need to sync data nightly, Xforce supports real-time traversal of your entire Salesforce data model in milliseconds the moment a new visitor arrives on the website and with every chatbot interaction. Intelligently route visitors, segment visitors, dynamically adjust routing, instantly alert reps, and customize experiences on-the-fly driven by real-time data.
Xforce Real-Time Object Matching: Instantly match website visitors to Salesforce Objects in real-time. Quickly match visitors to existing Leads, Contacts, and perform Account Matching with Lead to Account Match, Contact Direct. Further match to Opportunities via Contact Role Match, Account to Opportunity. Xforce Reverse IP further adds the ability to fuzzy Account Match even for anonymous website visitors.
Xforce Target Account Segmentation: Instantly identify and segment target accounts on your website as defined by Salesforce Accounts and Opportunity field values. Automatically connect to Sales Cloud target Account lists in Qualified and identify Accounts as they arrive on site. All Account and Opportunity fields and customizations can be used to segment and dedupe Accounts.
Xforce Salesforce-Driven Routing and Alerts: Intelligently route conversations to appropriate Salesforce Users so that your reps can focus on the VIP visitors they care about most. Route by Standard Owner or any Custom User Lookup fields on Leads, Contacts, and Accounts and automatically alert owners via system alerts, voice alerts, Slack, Email, or Microsoft Teams.
Xforce Real-Time Experience Triggers: Automatically trigger bespoke website experiences based on any Salesforce data and greet your visitors with hyper-personalized conversations. Trigger experiences based on any standard or custom field values on all supported Objects and combine unlimited boolean filter criteria to create complex trigger conditions.
Xforce Dynamic Lead Process Management: Maintain pristine Salesforce data hygiene and process customizations. Craft custom rules around how you create and assign Leads to capture high-quality pipeline. Auto-dedupe on Lead creation or defer push for owner creation. Trigger or bypass Lead assignment rules and required fields; dynamically set standard Lead and custom fields; set fixed or default values on Leads.
Xforce Full-Stack Analytics and Insights: Measure the impact and ROI of your conversational program, including pipeline and revenue, alongside your other channels. Manage up-to-the-second conversational sales and marketing insights in any Salesforce system; including Salesforce Reports and Dashboards, Salesforce Campaigns, or Tableau’s Analytics Platform. Auto-associate base and connected campaigns, dynamically set campaign members and sync activity transcripts, and leverage out-of-the-box campaign and ROI dashboards.
Xforce Slack Platform Workflows: See and act on important website visitors directly within Slack. Get instant alerts when VIPs arrive on the site via Slack, your new digital HQ, and dive into the Qualified app to quickly engage those visitors. Configure direct or channel notifications with relevant Salesforce Data, such as Leads, Contacts, Campaigns, Target Accounts, and Opportunity data, and surface limitless field values to inform sales reps.
As a certified Salesforce ISV partner, we built Xforce in compliance with Salesforce’s extensive security, InfoSec, Platform, SOC2, and ISV certifications. With Salesforce’s stamp of approval, alongside our team of Salesforce-certified Success Architects, companies can now leverage their existing Salesforce Sales Cloud configurations to create one-of-a-kind Salesforce-driven conversational programs.
Existing Qualified customers already have access to the Xforce Platform as it supports the functionality of their current plan. If you’re not yet a customer but you’re interested in learning more, chat with us right here on the website to get your questions answered or book a demo. Our team is standing by.
Qualified for Outreach helps sales reps engage target accounts in real-time conversations the moment they click through an Outreach email sequence and arrive on your website.