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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
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Sales Reps
Intermediate
All
Qualified Voice & Meetings

In this guide, learn how to use Qualified Voice and Meetings to build rapport faster and help you crush your quota.

Sales Reps
Beginner
All
Play: Outbound Strategically

In this play, learn how you as a Sales Rep could use Qualified Signals to prioritize your outbound efforts.

Sales Reps
Beginner
All
Importance of Being Available

In this guide, learn why it's crucial to set yourself as available when you're able to take a chat and unavailable when you've stepped away.

Sales Reps
Beginner
All
Pouncing Fundamentals

In this guide, learn how to "pounce", or outbound chat on VIP visitors arriving on your website.

Sales Reps
Intermediate
All
Conversational Writing Best Practices

In this guide, learn five tips to help you be more conversational and initiate productive sales conversations with your buyers.

Sales Reps
Beginner
All
Play: Capture Hearts by Using Location Data

In this play, learn how to really grab your website visitor's attention by pouncing and referencing location data.

Sales Reps
Intermediate
All
Shortcuts and Alerts

In this guide, learn how to use personal and team shortcuts in Qualified as well as in-app, Slack or MS Teams alerts to discover new leads faster.

Sales Reps
Beginner
All
Shortcuts to Get You Started

In this guide, get some ideas for shortcuts that everyone needs to get started with chatting in Qualified.

Sales Reps
Beginner
All
Qualified Overview Guide

In this guide, learn about Qualified, conversational sales and marketing and about how to prepare for sales training.

Sales Reps
Intermediate
All
Play: The 1-2 Punch Outbound Click Thru

In this play, learn how to greet your target outbound visitors the moment they arrive on the website with the right context.

Sales Reps
Beginner
All
Play: Read Minds with Type Ahead and Upgrade to Voice/Video

In this play, learn how to strategically read someone's mind to know when it's time to upgrade to voice/video so you can get that next meeting on the books.

Sales Reps
Beginner
All
An Introduction to Qualified Video

In this guide, get a quick introduction to how you can leverage Qualified Video for chatting with visitors live on your website.

Sales Reps
Beginner
All
Using the Live Stream

In this guide, learn how to use the live stream to chat with visitors and find helpful details to better inform your conversations.

Sales Reps
Beginner
All
Using Qualified Video Strategically

In this guide, learn how to use Qualified Video to your advantage when chatting live with prospects on your website.

Sales Reps
Beginner
All
How To Avoid The Face Palm Pounce

In this guide, learn how to avoid pouncing without capturing the right information (AKA that dreadful Face Palm Pounce.)

Sales Reps
Advanced
All
Advanced Conversation Tactics

In this guide, check out our advanced conversations tactics to keep prospects engaged while chatting on your website.

Sales Reps
Intermediate
All
Turning An Anonymous Visitor Into a Best Friend

In this guide, learn how you can turn anonymous buyers into your best friends by delivering a personalized pounce and confirming next steps.

Sales Reps
Beginner
All
Inbound Chat Best Practices

In this guide, learn how to tackle inbound chats, transition to a meeting and handle tough conversations.

Sales Reps
Beginner
All
Play: ABC- Always Be Confirming (the right) Next Steps

In this play, see how you can make sure the next step you take is the right one- all within Qualified's Meeting Booker.

Sales Reps
Beginner
All
Play: Continue the Conversation- From the Email to the Pounce

In this play, learn how to continue the conversation with a prospect from the email to the pounce seamlessly and without friction.

Sales Reps
Beginner
All
Play: Face to Face Qualification

In this play, learn how effective it is to hop on a video call in order to get all of your prospect's questions answered quickly.

Sales Reps
Intermediate
All
Qualified For Outbound Masterclass (Full)

For customers with Qualified's buying intent signals, learn all about the data you have accessible and the smartest ways to use it.

Sales Reps
Intermediate
All
Best Practices Masterclass (Full)

In this Halloween edition masterclass, check out Qualified Sales Rep Brent Boyd's tips and tricks for how to succeed in Qualified.

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