University / Guides

Best practice guides and videos to help you get the most out of Qualified

Sales Managers
Sales Managers
Qualified Admins
Qualified Admins
Sales Reps
Sales Reps
Qualified Admins
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Qualified Admins
Beginner
All
Segment Building Best Practices

In this guide, learn about best practice segments and live streams to create as part of implementing Qualified Conversations.

Qualified Admins
Beginner
All
Building the Homepage Tour Guide

Learn how to build the Homepage Tour Guide, an experience that serves as the entry point for your unknown website visitors.

Qualified Admins
Intermediate
All
Conversational Content Best Practices

In this guide, learn how to recommend content to your website visitors as they navigate the site, using Qualified Conversations.

Qualified Admins
Beginner
All
Using the Boomerang

Learn how to use the Boomerang to catch buyers from closed/lost opportunities and revive sales conversations in real time.

Qualified Admins
Beginner
All
Creative Call to Actions

In this guide, learn tips for getting the click - either by having a strong CTA in your messenger greeting or in your initial pounce as a sales rep.

Qualified Admins
Beginner
All
What is Conversational ABM?

In this guide, learn about conversational account-based marketing and how it can help your buyers get answers faster.

Qualified Admins
Intermediate
All
Building the Form Companion

Learn how to build the Form Companion experience to give qualified buyers a chance to skip the line and help them connect with a sales rep in real time.

Qualified Admins
Intermediate
All
Experience Building Best Practices

In this guide, learn all about experiences, branching, and some best practices from the Qualified Success team!

Qualified Admins
Intermediate
All
Support Deflection Strategies

In this guide, learn three options for deflecting visitors that you don't want your sales team to speak with.

Qualified Admins
Beginner
All
A Full Guide to All of The Shortcuts You'll Want

In this guide, learn which shortcuts you should add for your team to use for quicker responses and more focused pipeline generation.

Qualified Admins
Beginner
All
Building the ABM Red Carpet

Learn how to build the ABM Red Carpet and notify your account teams when your target account arrives on the site.

Qualified Admins
Intermediate
All
Building the Resource Concierge

Learn how to build an experience that recommends helpful content on your site and accelerates the buyer's journey down the funnel.

Qualified Admins
Beginner
All
Building the Pricing Page Expert

Learn how to build the Pricing Page Expert experience, instantly notifying your team when a visitor is on the pricing page.

Qualified Admins
Beginner
All
Play: Access Shortcut Groups by Using a Naming Convention

In this play, learn how to group together clusters of shortcuts so that reps can easily access different topics by typing a few letters.

Qualified Admins
Beginner
All
Preparing the 1-2 Punch for Sales and Marketing

Learn how to configure the 1-2 Punch for Sales or the 1-2 Punch for Marketing as part of the Qualified Conversations playbook.

Qualified Admins
Beginner
All
Adding and Removing Users from Routing

In this guide, learn how to keep Qualified users up to date with your changing team by adding and removing users from Routing.

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