The Spring ‘25 Release is Here!
Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.
Crystal Reitmeir
No items found.
Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.
At last, flowers are blooming and temperatures are rising. Spring has arrived along with the Qualified Spring ‘25 Release. The era of agentic marketing is in full force and Piper the AI SDR Agent is at the forefront. This release is loaded with new innovations that continue to empower Piper and make her the most capable AI SDR agent there is. So grab some Claritin and let’s dive in to explore what’s new.
The intelligent sales strategy for Piper the AI SDR Agent
Introducing Piper Spotlight
AI SDR agents aren’t just automating tasks, they’re making decisions that drive real business outcomes. But as with all AI technology, it begs the question, how does it all work? Now, with Piper Spotlight, you can see how Piper the AI SDR Agent optimizes her sales strategy in real time. This groundbreaking new innovation shows marketers how Piper is dynamically thinking, reasoning, and strategizing to move buyers toward conversion. What was once a black box is now fully transparent and on display. Piper formulates a unique selling strategy for each buyer and executes against her plan for hundreds of thousands of buyers—all at once. Check out the product announcement above 👆and read the blog post to learn more.
Meet Piper, the #1 AI SDR agent for Adobe Marketo Engage
For B2B marketers, Marketo Engage is the foundation of their digital marketing strategy. This powerful platform helps orchestrate omnichannel marketing campaigns, generate new leads, and nurture existing leads. Those hard-earned leads then get passed to a team of human SDRs to convert into pipeline. But this process is slow, inefficient, and valuable leads inevitably fall through the cracks. With Piper for Marketo, Piper the AI SDR Agent works to convert every qualified lead around the clock, maximizing your Marketo Engage investment and boosting pipeline generation. Click here to learn more.
Intelligently follow up with and nurture inbound leads
AI SDR Sender
Piper emails your leads in a timely, personalized manner; but up until recently, all emails were sent from a Qualified user. With this exciting new feature, you can now send emails on behalf of your AI SDR agent. This means you can deliver a seamless omnichannel experience from the website to email and back again, with your AI SDR agent meeting your buyers at every touchpoint. Read the help article to learn more.
Leads Replies in Emails Tab
As Piper emails your prospects, your prospects are bound to respond; but keeping track of all these exchanges can be tricky. With this new feature, you now have insight into all email responses for each Piper Email campaign within the Qualified application. Plus, you can control permissions for who can view Piper email replies—whether it’s a Qualified admin or your entire sales team. Read the help article to learn more.
Salesforce Activity Tracking
As AI becomes more prevalent, human oversight becomes even more important. With this new feature, customers can track and monitor the emails that Piper sends as tasks in Salesforce. Each time Piper sends an email, a new Salesforce task will automatically be created using the following fields: Subject: Email sent via Qualified, Description, Assigned To ID, Type, Status, and Due Date. This offers more visibility into Piper’s emails as well as the pipeline impact. Read the help article to learn more.
Custom Exit Criteria
There are a number of reasons why a lead may need to be removed from a Piper Email campaign, like when a meeting is booked, the lead replies, or the lead unsubscribes. But there are also more nuanced scenarios that are unique to each business, like if an MQL exceeds a certain threshold and an assigned sales rep should take over the email conversation. With Custom Exit Criteria, you now have more control over when leads are removed from an email campaign plus improved tracking in your source of truth system. Read the help article to learn more.
URL Parameters
For marketers, data is crucial. It gives insight into campaign performance and informs optimization strategy. UTM parameters are one of the most reliable ways to gather this data. This feature allows you to append UTM parameters to all links within a Piper email to track when a website session is triggered from an email click-through. This supports attribution for website traffic and engagement that Piper generates. Read the help article to learn more.
Salesforce Sync Frequency
For customers who are concerned about their Salesforce API usage, you now have the option to control data sync frequency for Piper Email. Typically, Piper will trigger an email after data is synced with Salesforce and changes are identified. Rather than doing this in real time, you can modify your sync frequency to reduce API usage. However, it’s important to note that reducing your sync frequency means emails will be triggered at a lower cadence. Read the help article to learn more.
Increased Wait Time for Salesforce Record + Valid Sender
Lead assignment rules can be complex and may take some time to sync; but without an assigned owner, Piper cannot email a lead. With this new feature, Piper will wait up to three hours to find a Salesforce record and valid sender to accommodate those complex rules that take time to process. This means Piper is able to send more emails and engage those valuable leads. Read the help article to learn more.
Meet on the website in real time with chat, voice, and video
The Piper 1-2 Punch
Piper is the only AI SDR agent who can work both the website and email, offering a totally omnichannel experience. This feature continues to enhance that offering by giving Piper even more context when a visitor arrives on the website after clicking through an email sent by Piper. Specifically, she will recognize the email campaign and use that context to personalize her greeting. She will also recognize the goal that was defined for the email and continue to work toward that goal in the conversation. Read the help article to learn more.
Piper Multi Language - Tones
Piper can speak 23 different languages, which helps businesses seamlessly engage with global visitors. This new feature allows you to manage Piper’s tone of voice within these preferred languages during a website conversation, i.e. casual, friendly, or professional. Read the help article to learn more.
PDF Ingestion
Piper is onboarded onto your team just like your best human SDRs. She knows everything about your business and buyers, helping her to have meaningful conversations with potential buyers. With this release, you can now bolster her knowledge with content from PDFs, in addition to web pages and manual snippets. This simplifies your onboarding process to ensure Piper gives accurate and on-message responses. Read the help article to learn more.
Collect First and Last Name
Marketers often require both first and last name when creating a record in external systems, like Salesforce. Historically, Piper would accept the first name value and not follow up to collect the last name during a conversation. This new feature forces her to collect both, giving you more complete data about the buyer. Read the help article to learn more.
Enhancements to Piper Goals
As an AI SDR agent, Piper needs to be given goals to help you hit your business goals. With this release, we’ve added a number of enhancements to help Piper achieve her targets and drive more pipeline. Check out the details below and read the help article to learn more.
AI SDR Agent Reporting API
For Qualified customers who use the reporting API, you can now use the “Bot Conversations” endpoint to track conversations your website visitors have had with Piper. This brings an AI SDR attribute and value into your third-party reporting platform for improved analysis and visibility. Explore the reporting API here.
Schedule meetings with your best buyers in just a few clicks
Meetings Chrome Extension
Sales reps are busy and need tools that help them move quickly. Now, with a new Chrome extension, sales reps who use Gmail can embed meeting time slots directly within an email body copy. This offers a frictionless booking experience for both buyers and sellers alike, getting a meeting on the books in just a few steps. Download the Chrome extension here and read the help article to learn more.
Additional Qualification Questions
Before offering a meeting to a buyer on the website, you want to be sure they are qualified and meet your ICP. Auto-enrichment typically collects all the information you need about the buyer with their email address, but there are also cases where you need more details. Now you have the option to ask up to ten additional qualification questions, ensuring you get everything you need to qualify the buyer before connecting them with a sales rep.
Pre-Meeting Questions
Piper is a pro at scheduling meetings with your best buyers. Previously, she would capture a lead’s email and automatically schedule time with the dedicated account owner. Now, Piper offers the option to collect more context when scheduling the meeting. For example, she may capture details about specific products, solutions, or use cases, which helps foster a more productive conversation for both the buyer and seller.
Serve personalized, relevant marketing offers to capture more leads with a single click
Multi-Field Lead Capture
Offers are an excellent way to get more out of your marketing content and capture more leads on the website. Typically, a lead will input their email address and be on their way; but sometimes, lead enrichment fails. In which case, marketers don’t have the opportunity to ask follow-up questions, like Name, Title, and Industry. With this new feature, you now have the option to include follow-up questions within an offer to ensure you get all the critical lead data you need. Read the help article to learn more.
Deliver bespoke buying experiences that generate more pipeline
Salesforce Datetime Filters
Time-based touchpoints are valuable for marketers who want to have more control over how and when they connect with potential buyers. For example, you may want to send a personalized email if the last contact with a buyer was 30+ days prior. This feature gives you the ability to filter in routing, segments, experiences, and branches by Salesforce Date and Datetime filters. It includes operators like “before” “after” “on” and “in the last x days.”
Piper Multi Language Additions
In this release, we’ve added seven additional languages across the Qualified platform: Danish, Finnish, French (Canadian), Norwegian, Swedish, Turkish, and Vietnamese. These new languages are available anywhere multi language capabilities are supported, including Piper Conversations, meeting confirmation emails, and the privacy policy. Read the help article to learn more.
Workflows: Hubspot Activity Tracking
HubSpot users, this one is for you. Now you can build HubSpot timeline events and meeting activities on HubSpot records to track visitor actions on the website. This offers more visibility into website visitor behavior and tracking within HubSpot, your source of truth. Read the help article to learn more.
That’s a wrap for Spring ‘25! If you’re looking for real-time status updates, be sure to check out the Qualified Status Page. Got feedback? We’d love to hear from you. Feel free to chat with us live on the website or connect with your dedicated Qualified Success Architect 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.
At last, flowers are blooming and temperatures are rising. Spring has arrived along with the Qualified Spring ‘25 Release. The era of agentic marketing is in full force and Piper the AI SDR Agent is at the forefront. This release is loaded with new innovations that continue to empower Piper and make her the most capable AI SDR agent there is. So grab some Claritin and let’s dive in to explore what’s new.
The intelligent sales strategy for Piper the AI SDR Agent
Introducing Piper Spotlight
AI SDR agents aren’t just automating tasks, they’re making decisions that drive real business outcomes. But as with all AI technology, it begs the question, how does it all work? Now, with Piper Spotlight, you can see how Piper the AI SDR Agent optimizes her sales strategy in real time. This groundbreaking new innovation shows marketers how Piper is dynamically thinking, reasoning, and strategizing to move buyers toward conversion. What was once a black box is now fully transparent and on display. Piper formulates a unique selling strategy for each buyer and executes against her plan for hundreds of thousands of buyers—all at once. Check out the product announcement above 👆and read the blog post to learn more.
Meet Piper, the #1 AI SDR agent for Adobe Marketo Engage
For B2B marketers, Marketo Engage is the foundation of their digital marketing strategy. This powerful platform helps orchestrate omnichannel marketing campaigns, generate new leads, and nurture existing leads. Those hard-earned leads then get passed to a team of human SDRs to convert into pipeline. But this process is slow, inefficient, and valuable leads inevitably fall through the cracks. With Piper for Marketo, Piper the AI SDR Agent works to convert every qualified lead around the clock, maximizing your Marketo Engage investment and boosting pipeline generation. Click here to learn more.
Intelligently follow up with and nurture inbound leads
AI SDR Sender
Piper emails your leads in a timely, personalized manner; but up until recently, all emails were sent from a Qualified user. With this exciting new feature, you can now send emails on behalf of your AI SDR agent. This means you can deliver a seamless omnichannel experience from the website to email and back again, with your AI SDR agent meeting your buyers at every touchpoint. Read the help article to learn more.
Leads Replies in Emails Tab
As Piper emails your prospects, your prospects are bound to respond; but keeping track of all these exchanges can be tricky. With this new feature, you now have insight into all email responses for each Piper Email campaign within the Qualified application. Plus, you can control permissions for who can view Piper email replies—whether it’s a Qualified admin or your entire sales team. Read the help article to learn more.
Salesforce Activity Tracking
As AI becomes more prevalent, human oversight becomes even more important. With this new feature, customers can track and monitor the emails that Piper sends as tasks in Salesforce. Each time Piper sends an email, a new Salesforce task will automatically be created using the following fields: Subject: Email sent via Qualified, Description, Assigned To ID, Type, Status, and Due Date. This offers more visibility into Piper’s emails as well as the pipeline impact. Read the help article to learn more.
Custom Exit Criteria
There are a number of reasons why a lead may need to be removed from a Piper Email campaign, like when a meeting is booked, the lead replies, or the lead unsubscribes. But there are also more nuanced scenarios that are unique to each business, like if an MQL exceeds a certain threshold and an assigned sales rep should take over the email conversation. With Custom Exit Criteria, you now have more control over when leads are removed from an email campaign plus improved tracking in your source of truth system. Read the help article to learn more.
URL Parameters
For marketers, data is crucial. It gives insight into campaign performance and informs optimization strategy. UTM parameters are one of the most reliable ways to gather this data. This feature allows you to append UTM parameters to all links within a Piper email to track when a website session is triggered from an email click-through. This supports attribution for website traffic and engagement that Piper generates. Read the help article to learn more.
Salesforce Sync Frequency
For customers who are concerned about their Salesforce API usage, you now have the option to control data sync frequency for Piper Email. Typically, Piper will trigger an email after data is synced with Salesforce and changes are identified. Rather than doing this in real time, you can modify your sync frequency to reduce API usage. However, it’s important to note that reducing your sync frequency means emails will be triggered at a lower cadence. Read the help article to learn more.
Increased Wait Time for Salesforce Record + Valid Sender
Lead assignment rules can be complex and may take some time to sync; but without an assigned owner, Piper cannot email a lead. With this new feature, Piper will wait up to three hours to find a Salesforce record and valid sender to accommodate those complex rules that take time to process. This means Piper is able to send more emails and engage those valuable leads. Read the help article to learn more.
Meet on the website in real time with chat, voice, and video
The Piper 1-2 Punch
Piper is the only AI SDR agent who can work both the website and email, offering a totally omnichannel experience. This feature continues to enhance that offering by giving Piper even more context when a visitor arrives on the website after clicking through an email sent by Piper. Specifically, she will recognize the email campaign and use that context to personalize her greeting. She will also recognize the goal that was defined for the email and continue to work toward that goal in the conversation. Read the help article to learn more.
Piper Multi Language - Tones
Piper can speak 23 different languages, which helps businesses seamlessly engage with global visitors. This new feature allows you to manage Piper’s tone of voice within these preferred languages during a website conversation, i.e. casual, friendly, or professional. Read the help article to learn more.
PDF Ingestion
Piper is onboarded onto your team just like your best human SDRs. She knows everything about your business and buyers, helping her to have meaningful conversations with potential buyers. With this release, you can now bolster her knowledge with content from PDFs, in addition to web pages and manual snippets. This simplifies your onboarding process to ensure Piper gives accurate and on-message responses. Read the help article to learn more.
Collect First and Last Name
Marketers often require both first and last name when creating a record in external systems, like Salesforce. Historically, Piper would accept the first name value and not follow up to collect the last name during a conversation. This new feature forces her to collect both, giving you more complete data about the buyer. Read the help article to learn more.
Enhancements to Piper Goals
As an AI SDR agent, Piper needs to be given goals to help you hit your business goals. With this release, we’ve added a number of enhancements to help Piper achieve her targets and drive more pipeline. Check out the details below and read the help article to learn more.
AI SDR Agent Reporting API
For Qualified customers who use the reporting API, you can now use the “Bot Conversations” endpoint to track conversations your website visitors have had with Piper. This brings an AI SDR attribute and value into your third-party reporting platform for improved analysis and visibility. Explore the reporting API here.
Schedule meetings with your best buyers in just a few clicks
Meetings Chrome Extension
Sales reps are busy and need tools that help them move quickly. Now, with a new Chrome extension, sales reps who use Gmail can embed meeting time slots directly within an email body copy. This offers a frictionless booking experience for both buyers and sellers alike, getting a meeting on the books in just a few steps. Download the Chrome extension here and read the help article to learn more.
Additional Qualification Questions
Before offering a meeting to a buyer on the website, you want to be sure they are qualified and meet your ICP. Auto-enrichment typically collects all the information you need about the buyer with their email address, but there are also cases where you need more details. Now you have the option to ask up to ten additional qualification questions, ensuring you get everything you need to qualify the buyer before connecting them with a sales rep.
Pre-Meeting Questions
Piper is a pro at scheduling meetings with your best buyers. Previously, she would capture a lead’s email and automatically schedule time with the dedicated account owner. Now, Piper offers the option to collect more context when scheduling the meeting. For example, she may capture details about specific products, solutions, or use cases, which helps foster a more productive conversation for both the buyer and seller.
Serve personalized, relevant marketing offers to capture more leads with a single click
Multi-Field Lead Capture
Offers are an excellent way to get more out of your marketing content and capture more leads on the website. Typically, a lead will input their email address and be on their way; but sometimes, lead enrichment fails. In which case, marketers don’t have the opportunity to ask follow-up questions, like Name, Title, and Industry. With this new feature, you now have the option to include follow-up questions within an offer to ensure you get all the critical lead data you need. Read the help article to learn more.
Deliver bespoke buying experiences that generate more pipeline
Salesforce Datetime Filters
Time-based touchpoints are valuable for marketers who want to have more control over how and when they connect with potential buyers. For example, you may want to send a personalized email if the last contact with a buyer was 30+ days prior. This feature gives you the ability to filter in routing, segments, experiences, and branches by Salesforce Date and Datetime filters. It includes operators like “before” “after” “on” and “in the last x days.”
Piper Multi Language Additions
In this release, we’ve added seven additional languages across the Qualified platform: Danish, Finnish, French (Canadian), Norwegian, Swedish, Turkish, and Vietnamese. These new languages are available anywhere multi language capabilities are supported, including Piper Conversations, meeting confirmation emails, and the privacy policy. Read the help article to learn more.
Workflows: Hubspot Activity Tracking
HubSpot users, this one is for you. Now you can build HubSpot timeline events and meeting activities on HubSpot records to track visitor actions on the website. This offers more visibility into website visitor behavior and tracking within HubSpot, your source of truth. Read the help article to learn more.
That’s a wrap for Spring ‘25! If you’re looking for real-time status updates, be sure to check out the Qualified Status Page. Got feedback? We’d love to hear from you. Feel free to chat with us live on the website or connect with your dedicated Qualified Success Architect 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.
At last, flowers are blooming and temperatures are rising. Spring has arrived along with the Qualified Spring ‘25 Release. The era of agentic marketing is in full force and Piper the AI SDR Agent is at the forefront. This release is loaded with new innovations that continue to empower Piper and make her the most capable AI SDR agent there is. So grab some Claritin and let’s dive in to explore what’s new.
The intelligent sales strategy for Piper the AI SDR Agent
Introducing Piper Spotlight
AI SDR agents aren’t just automating tasks, they’re making decisions that drive real business outcomes. But as with all AI technology, it begs the question, how does it all work? Now, with Piper Spotlight, you can see how Piper the AI SDR Agent optimizes her sales strategy in real time. This groundbreaking new innovation shows marketers how Piper is dynamically thinking, reasoning, and strategizing to move buyers toward conversion. What was once a black box is now fully transparent and on display. Piper formulates a unique selling strategy for each buyer and executes against her plan for hundreds of thousands of buyers—all at once. Check out the product announcement above 👆and read the blog post to learn more.
Meet Piper, the #1 AI SDR agent for Adobe Marketo Engage
For B2B marketers, Marketo Engage is the foundation of their digital marketing strategy. This powerful platform helps orchestrate omnichannel marketing campaigns, generate new leads, and nurture existing leads. Those hard-earned leads then get passed to a team of human SDRs to convert into pipeline. But this process is slow, inefficient, and valuable leads inevitably fall through the cracks. With Piper for Marketo, Piper the AI SDR Agent works to convert every qualified lead around the clock, maximizing your Marketo Engage investment and boosting pipeline generation. Click here to learn more.
Intelligently follow up with and nurture inbound leads
AI SDR Sender
Piper emails your leads in a timely, personalized manner; but up until recently, all emails were sent from a Qualified user. With this exciting new feature, you can now send emails on behalf of your AI SDR agent. This means you can deliver a seamless omnichannel experience from the website to email and back again, with your AI SDR agent meeting your buyers at every touchpoint. Read the help article to learn more.
Leads Replies in Emails Tab
As Piper emails your prospects, your prospects are bound to respond; but keeping track of all these exchanges can be tricky. With this new feature, you now have insight into all email responses for each Piper Email campaign within the Qualified application. Plus, you can control permissions for who can view Piper email replies—whether it’s a Qualified admin or your entire sales team. Read the help article to learn more.
Salesforce Activity Tracking
As AI becomes more prevalent, human oversight becomes even more important. With this new feature, customers can track and monitor the emails that Piper sends as tasks in Salesforce. Each time Piper sends an email, a new Salesforce task will automatically be created using the following fields: Subject: Email sent via Qualified, Description, Assigned To ID, Type, Status, and Due Date. This offers more visibility into Piper’s emails as well as the pipeline impact. Read the help article to learn more.
Custom Exit Criteria
There are a number of reasons why a lead may need to be removed from a Piper Email campaign, like when a meeting is booked, the lead replies, or the lead unsubscribes. But there are also more nuanced scenarios that are unique to each business, like if an MQL exceeds a certain threshold and an assigned sales rep should take over the email conversation. With Custom Exit Criteria, you now have more control over when leads are removed from an email campaign plus improved tracking in your source of truth system. Read the help article to learn more.
URL Parameters
For marketers, data is crucial. It gives insight into campaign performance and informs optimization strategy. UTM parameters are one of the most reliable ways to gather this data. This feature allows you to append UTM parameters to all links within a Piper email to track when a website session is triggered from an email click-through. This supports attribution for website traffic and engagement that Piper generates. Read the help article to learn more.
Salesforce Sync Frequency
For customers who are concerned about their Salesforce API usage, you now have the option to control data sync frequency for Piper Email. Typically, Piper will trigger an email after data is synced with Salesforce and changes are identified. Rather than doing this in real time, you can modify your sync frequency to reduce API usage. However, it’s important to note that reducing your sync frequency means emails will be triggered at a lower cadence. Read the help article to learn more.
Increased Wait Time for Salesforce Record + Valid Sender
Lead assignment rules can be complex and may take some time to sync; but without an assigned owner, Piper cannot email a lead. With this new feature, Piper will wait up to three hours to find a Salesforce record and valid sender to accommodate those complex rules that take time to process. This means Piper is able to send more emails and engage those valuable leads. Read the help article to learn more.
Meet on the website in real time with chat, voice, and video
The Piper 1-2 Punch
Piper is the only AI SDR agent who can work both the website and email, offering a totally omnichannel experience. This feature continues to enhance that offering by giving Piper even more context when a visitor arrives on the website after clicking through an email sent by Piper. Specifically, she will recognize the email campaign and use that context to personalize her greeting. She will also recognize the goal that was defined for the email and continue to work toward that goal in the conversation. Read the help article to learn more.
Piper Multi Language - Tones
Piper can speak 23 different languages, which helps businesses seamlessly engage with global visitors. This new feature allows you to manage Piper’s tone of voice within these preferred languages during a website conversation, i.e. casual, friendly, or professional. Read the help article to learn more.
PDF Ingestion
Piper is onboarded onto your team just like your best human SDRs. She knows everything about your business and buyers, helping her to have meaningful conversations with potential buyers. With this release, you can now bolster her knowledge with content from PDFs, in addition to web pages and manual snippets. This simplifies your onboarding process to ensure Piper gives accurate and on-message responses. Read the help article to learn more.
Collect First and Last Name
Marketers often require both first and last name when creating a record in external systems, like Salesforce. Historically, Piper would accept the first name value and not follow up to collect the last name during a conversation. This new feature forces her to collect both, giving you more complete data about the buyer. Read the help article to learn more.
Enhancements to Piper Goals
As an AI SDR agent, Piper needs to be given goals to help you hit your business goals. With this release, we’ve added a number of enhancements to help Piper achieve her targets and drive more pipeline. Check out the details below and read the help article to learn more.
AI SDR Agent Reporting API
For Qualified customers who use the reporting API, you can now use the “Bot Conversations” endpoint to track conversations your website visitors have had with Piper. This brings an AI SDR attribute and value into your third-party reporting platform for improved analysis and visibility. Explore the reporting API here.
Schedule meetings with your best buyers in just a few clicks
Meetings Chrome Extension
Sales reps are busy and need tools that help them move quickly. Now, with a new Chrome extension, sales reps who use Gmail can embed meeting time slots directly within an email body copy. This offers a frictionless booking experience for both buyers and sellers alike, getting a meeting on the books in just a few steps. Download the Chrome extension here and read the help article to learn more.
Additional Qualification Questions
Before offering a meeting to a buyer on the website, you want to be sure they are qualified and meet your ICP. Auto-enrichment typically collects all the information you need about the buyer with their email address, but there are also cases where you need more details. Now you have the option to ask up to ten additional qualification questions, ensuring you get everything you need to qualify the buyer before connecting them with a sales rep.
Pre-Meeting Questions
Piper is a pro at scheduling meetings with your best buyers. Previously, she would capture a lead’s email and automatically schedule time with the dedicated account owner. Now, Piper offers the option to collect more context when scheduling the meeting. For example, she may capture details about specific products, solutions, or use cases, which helps foster a more productive conversation for both the buyer and seller.
Serve personalized, relevant marketing offers to capture more leads with a single click
Multi-Field Lead Capture
Offers are an excellent way to get more out of your marketing content and capture more leads on the website. Typically, a lead will input their email address and be on their way; but sometimes, lead enrichment fails. In which case, marketers don’t have the opportunity to ask follow-up questions, like Name, Title, and Industry. With this new feature, you now have the option to include follow-up questions within an offer to ensure you get all the critical lead data you need. Read the help article to learn more.
Deliver bespoke buying experiences that generate more pipeline
Salesforce Datetime Filters
Time-based touchpoints are valuable for marketers who want to have more control over how and when they connect with potential buyers. For example, you may want to send a personalized email if the last contact with a buyer was 30+ days prior. This feature gives you the ability to filter in routing, segments, experiences, and branches by Salesforce Date and Datetime filters. It includes operators like “before” “after” “on” and “in the last x days.”
Piper Multi Language Additions
In this release, we’ve added seven additional languages across the Qualified platform: Danish, Finnish, French (Canadian), Norwegian, Swedish, Turkish, and Vietnamese. These new languages are available anywhere multi language capabilities are supported, including Piper Conversations, meeting confirmation emails, and the privacy policy. Read the help article to learn more.
Workflows: Hubspot Activity Tracking
HubSpot users, this one is for you. Now you can build HubSpot timeline events and meeting activities on HubSpot records to track visitor actions on the website. This offers more visibility into website visitor behavior and tracking within HubSpot, your source of truth. Read the help article to learn more.
That’s a wrap for Spring ‘25! If you’re looking for real-time status updates, be sure to check out the Qualified Status Page. Got feedback? We’d love to hear from you. Feel free to chat with us live on the website or connect with your dedicated Qualified Success Architect at any time.
Stay up to date with weekly drops of fresh B2B marketing and sales content.
At last, flowers are blooming and temperatures are rising. Spring has arrived along with the Qualified Spring ‘25 Release. The era of agentic marketing is in full force and Piper the AI SDR Agent is at the forefront. This release is loaded with new innovations that continue to empower Piper and make her the most capable AI SDR agent there is. So grab some Claritin and let’s dive in to explore what’s new.
The intelligent sales strategy for Piper the AI SDR Agent
Introducing Piper Spotlight
AI SDR agents aren’t just automating tasks, they’re making decisions that drive real business outcomes. But as with all AI technology, it begs the question, how does it all work? Now, with Piper Spotlight, you can see how Piper the AI SDR Agent optimizes her sales strategy in real time. This groundbreaking new innovation shows marketers how Piper is dynamically thinking, reasoning, and strategizing to move buyers toward conversion. What was once a black box is now fully transparent and on display. Piper formulates a unique selling strategy for each buyer and executes against her plan for hundreds of thousands of buyers—all at once. Check out the product announcement above 👆and read the blog post to learn more.
Meet Piper, the #1 AI SDR agent for Adobe Marketo Engage
For B2B marketers, Marketo Engage is the foundation of their digital marketing strategy. This powerful platform helps orchestrate omnichannel marketing campaigns, generate new leads, and nurture existing leads. Those hard-earned leads then get passed to a team of human SDRs to convert into pipeline. But this process is slow, inefficient, and valuable leads inevitably fall through the cracks. With Piper for Marketo, Piper the AI SDR Agent works to convert every qualified lead around the clock, maximizing your Marketo Engage investment and boosting pipeline generation. Click here to learn more.
Intelligently follow up with and nurture inbound leads
AI SDR Sender
Piper emails your leads in a timely, personalized manner; but up until recently, all emails were sent from a Qualified user. With this exciting new feature, you can now send emails on behalf of your AI SDR agent. This means you can deliver a seamless omnichannel experience from the website to email and back again, with your AI SDR agent meeting your buyers at every touchpoint. Read the help article to learn more.
Leads Replies in Emails Tab
As Piper emails your prospects, your prospects are bound to respond; but keeping track of all these exchanges can be tricky. With this new feature, you now have insight into all email responses for each Piper Email campaign within the Qualified application. Plus, you can control permissions for who can view Piper email replies—whether it’s a Qualified admin or your entire sales team. Read the help article to learn more.
Salesforce Activity Tracking
As AI becomes more prevalent, human oversight becomes even more important. With this new feature, customers can track and monitor the emails that Piper sends as tasks in Salesforce. Each time Piper sends an email, a new Salesforce task will automatically be created using the following fields: Subject: Email sent via Qualified, Description, Assigned To ID, Type, Status, and Due Date. This offers more visibility into Piper’s emails as well as the pipeline impact. Read the help article to learn more.
Custom Exit Criteria
There are a number of reasons why a lead may need to be removed from a Piper Email campaign, like when a meeting is booked, the lead replies, or the lead unsubscribes. But there are also more nuanced scenarios that are unique to each business, like if an MQL exceeds a certain threshold and an assigned sales rep should take over the email conversation. With Custom Exit Criteria, you now have more control over when leads are removed from an email campaign plus improved tracking in your source of truth system. Read the help article to learn more.
URL Parameters
For marketers, data is crucial. It gives insight into campaign performance and informs optimization strategy. UTM parameters are one of the most reliable ways to gather this data. This feature allows you to append UTM parameters to all links within a Piper email to track when a website session is triggered from an email click-through. This supports attribution for website traffic and engagement that Piper generates. Read the help article to learn more.
Salesforce Sync Frequency
For customers who are concerned about their Salesforce API usage, you now have the option to control data sync frequency for Piper Email. Typically, Piper will trigger an email after data is synced with Salesforce and changes are identified. Rather than doing this in real time, you can modify your sync frequency to reduce API usage. However, it’s important to note that reducing your sync frequency means emails will be triggered at a lower cadence. Read the help article to learn more.
Increased Wait Time for Salesforce Record + Valid Sender
Lead assignment rules can be complex and may take some time to sync; but without an assigned owner, Piper cannot email a lead. With this new feature, Piper will wait up to three hours to find a Salesforce record and valid sender to accommodate those complex rules that take time to process. This means Piper is able to send more emails and engage those valuable leads. Read the help article to learn more.
Meet on the website in real time with chat, voice, and video
The Piper 1-2 Punch
Piper is the only AI SDR agent who can work both the website and email, offering a totally omnichannel experience. This feature continues to enhance that offering by giving Piper even more context when a visitor arrives on the website after clicking through an email sent by Piper. Specifically, she will recognize the email campaign and use that context to personalize her greeting. She will also recognize the goal that was defined for the email and continue to work toward that goal in the conversation. Read the help article to learn more.
Piper Multi Language - Tones
Piper can speak 23 different languages, which helps businesses seamlessly engage with global visitors. This new feature allows you to manage Piper’s tone of voice within these preferred languages during a website conversation, i.e. casual, friendly, or professional. Read the help article to learn more.
PDF Ingestion
Piper is onboarded onto your team just like your best human SDRs. She knows everything about your business and buyers, helping her to have meaningful conversations with potential buyers. With this release, you can now bolster her knowledge with content from PDFs, in addition to web pages and manual snippets. This simplifies your onboarding process to ensure Piper gives accurate and on-message responses. Read the help article to learn more.
Collect First and Last Name
Marketers often require both first and last name when creating a record in external systems, like Salesforce. Historically, Piper would accept the first name value and not follow up to collect the last name during a conversation. This new feature forces her to collect both, giving you more complete data about the buyer. Read the help article to learn more.
Enhancements to Piper Goals
As an AI SDR agent, Piper needs to be given goals to help you hit your business goals. With this release, we’ve added a number of enhancements to help Piper achieve her targets and drive more pipeline. Check out the details below and read the help article to learn more.
AI SDR Agent Reporting API
For Qualified customers who use the reporting API, you can now use the “Bot Conversations” endpoint to track conversations your website visitors have had with Piper. This brings an AI SDR attribute and value into your third-party reporting platform for improved analysis and visibility. Explore the reporting API here.
Schedule meetings with your best buyers in just a few clicks
Meetings Chrome Extension
Sales reps are busy and need tools that help them move quickly. Now, with a new Chrome extension, sales reps who use Gmail can embed meeting time slots directly within an email body copy. This offers a frictionless booking experience for both buyers and sellers alike, getting a meeting on the books in just a few steps. Download the Chrome extension here and read the help article to learn more.
Additional Qualification Questions
Before offering a meeting to a buyer on the website, you want to be sure they are qualified and meet your ICP. Auto-enrichment typically collects all the information you need about the buyer with their email address, but there are also cases where you need more details. Now you have the option to ask up to ten additional qualification questions, ensuring you get everything you need to qualify the buyer before connecting them with a sales rep.
Pre-Meeting Questions
Piper is a pro at scheduling meetings with your best buyers. Previously, she would capture a lead’s email and automatically schedule time with the dedicated account owner. Now, Piper offers the option to collect more context when scheduling the meeting. For example, she may capture details about specific products, solutions, or use cases, which helps foster a more productive conversation for both the buyer and seller.
Serve personalized, relevant marketing offers to capture more leads with a single click
Multi-Field Lead Capture
Offers are an excellent way to get more out of your marketing content and capture more leads on the website. Typically, a lead will input their email address and be on their way; but sometimes, lead enrichment fails. In which case, marketers don’t have the opportunity to ask follow-up questions, like Name, Title, and Industry. With this new feature, you now have the option to include follow-up questions within an offer to ensure you get all the critical lead data you need. Read the help article to learn more.
Deliver bespoke buying experiences that generate more pipeline
Salesforce Datetime Filters
Time-based touchpoints are valuable for marketers who want to have more control over how and when they connect with potential buyers. For example, you may want to send a personalized email if the last contact with a buyer was 30+ days prior. This feature gives you the ability to filter in routing, segments, experiences, and branches by Salesforce Date and Datetime filters. It includes operators like “before” “after” “on” and “in the last x days.”
Piper Multi Language Additions
In this release, we’ve added seven additional languages across the Qualified platform: Danish, Finnish, French (Canadian), Norwegian, Swedish, Turkish, and Vietnamese. These new languages are available anywhere multi language capabilities are supported, including Piper Conversations, meeting confirmation emails, and the privacy policy. Read the help article to learn more.
Workflows: Hubspot Activity Tracking
HubSpot users, this one is for you. Now you can build HubSpot timeline events and meeting activities on HubSpot records to track visitor actions on the website. This offers more visibility into website visitor behavior and tracking within HubSpot, your source of truth. Read the help article to learn more.
That’s a wrap for Spring ‘25! If you’re looking for real-time status updates, be sure to check out the Qualified Status Page. Got feedback? We’d love to hear from you. Feel free to chat with us live on the website or connect with your dedicated Qualified Success Architect at any time.
Discover how we can help you convert more prospects into pipeline–right from your website.
.svg)
