As you’re browsing this guide, it’s likely that you have at least a few tabs open on your browser. Perhaps some are related to Qualified, others related to other tasks and maybe you even have a tab for the news or LinkedIn. We all visit dozens or hundreds of websites each day.
As a sales rep using Qualified, you’ll see these visitors coming to and leaving your website. But you don’t have time to chat with every visitor on your site. You’d be spending a lot of time with visitors who aren’t qualified to buy. Instead, you want to spend your limited time focused on those buyers that are most likely to convert.
Enter the Qualified Live Stream -- a Qualified Administrator will segment visitors based on what your business cares about: target accounts, open pipeline, paid advertising, or more. Each business has different live stream columns.
But there’s one thing to know -- the newest visitors to your site will appear at the top and the most VIP visitors will appear on the left. When you’re looking at your screen, we often gravitate towards the top left and that’s also where you’ll want to start having conversations.
During implementation, your Qualified administrator may have used different colors to indicate which visitors are “hottest” or most urgent to chat with. We often recommend that cooler or cold segments are grey - this includes competitors, employees or job seekers. As a sales rep, these should be at the bottom of your priority list for pouncing.
When you’re looking at the Qualified Live Stream, you’ll want to understand some basic information about visitors so you can decide when it’s time to pounce.
The visitor card details are configurable by your Qualified administrator, but you can use the details to quickly understand your visitor. It can help you understand their website activity, digital body language, and helpful third party data.
In the image below, you’ll find the segment at the top, followed by the company name, page thumbnail, current URL and data from third-party systems. On the far right, you can see time on site and their activity status. In this case, Fastly is active on the site and has been here for one minute. They have 1200 employees and all data sources indicate that -- yes -- it’s Fastly. You’ll want all this information at your fingertips so you can have a high level of confidence when you write your pounce: “Hi Fastly team! It’s a real person here -- can I show you more about our product?”
If you hover over the bullseye icon, you’ll see the specific experience this visitor is seeing, why they were routed to you and who else they have been routed to. This will also be helpful context before you dive in.
Visitors can be active, viewing another tab, or idle. You’ll see this information overlaid on the thumbnail of your site.
Prioritize active viewers; these are people who are actively moving their mouse, reading your content, and interested in learning more. The time to pounce is now! Use the gear icon in the top right to show and hide idle visitors; we recommend hiding idle visitors for maximum efficiency.
And then, there’s inbound chat. You’ll always see these visitors in the top left - but with a timer. Run, don’t walk, when you see an inbound chat in your live stream! This buyer is ready to talk right now!
Your Qualified administrator built experiences to allow a certain amount of time for a rep to jump in before they are greeted with a bot message. Ask yourself - how long would you wait for a phone to ring before you hung up? 20 seconds might seem fast to you as a sales rep, but for a website visitor it may feel like an eternity!
The Live Stream is a Qualified Sales Representative’s best friend and can be a powerful tool in helping you meet and exceed your quota, quarter after quarter.
Still Have Questions?
If you have any questions, feel free to chat with us using the Qualified app on this page or reach out to the Qualified technical support team.
Privacy Sensitivity Training
In this guide, learn how to think about respecting your prospect's privacy while also taking advantage of all those insights that come with using Qualified.
Best Practices Masterclass (Full)
In this masterclass, check out Qualified Sales Rep Nick Heimbrodts's tips and tricks for how to succeed in Qualified.
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.
Play: Not the Right Person to Chat? Transfer It Over!
In this play, see how transferring a chat to another person could be the right move.
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.
Play: The Pricing Page Pounce
In this play, learn why it's crucial to pounce on visitors on the pricing page.
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.
Play: To Be Seen or To Not Be Seen
In this play, learn how multiple messages when pouncing gets you a better chance at a response.
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.
Play: Just Browsing? No Problem!
In this play, learn to meet buyers where they are and see how that gets you further in the long run.
Play: Give Your Visitors a Meme-orable Laugh
In this play, learn how to capture the attention of your visitor by sending a meme.
Play: Waking the Dead 🤯
In this play, check out how to capture the attention of previous warm leads that fell out of reach.
Play: Following the Signals
In this play, learn how Qualified Sales Rep Chris followed the signals and booked a meeting.
Play: Add Multiple People to the Meeting with Qualified
In this play, learn how to add multiple people to a meeting right from Qualified using the Qualified Meeting Booker.
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.
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.
Avoid Wasting Time Sending Emails To People Who Aren't Buying
In this guide, learn how to get the most out of Qualified as an Outbound Sales Rep
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.
Play: Outbound Strategically
In this play, learn how you as a Sales Rep could use Qualified Signals to prioritize your outbound efforts.
Using Qualified Video Strategically
In this guide, learn how to use Qualified Video to your advantage when chatting live with prospects on your website.
Advanced Conversation Tactics
In this guide, check out our advanced conversations tactics to keep prospects engaged while chatting on your website.
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.
Play: Enhance Your Cold Call with a Website Tour
In this play, learn how to accompany your cold call with a visual- your website!
Shortcuts from the Experts
In this guide, learn about how to enhance your shortcuts to be more effective in conversations.
Pounce Like a Pro
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Shortcuts to Get You Started
In this guide, get some ideas for shortcuts that everyone needs to get started with chatting in Qualified.
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.)
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.
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.
Play: Keep Salesforce Accurate without Switching Tabs
In this play, learn how to keep your Salesforce records up to date without ever leaving Qualified.
Play: Up-leveling your Humanness with your job title
In this play, learn how to creatively use job title in Qualified to drive visitor engagement.
Using Qualified As A Sales Rep: Inbound Chat vs Pouncing
In this guide, learn about the two actions that sales reps take in Qualified Conversations: Inbound Chat and Pouncing.
Conversational Writing Best Practices
In this guide, learn five tips to help you be more conversational and initiate productive sales conversations with your buyers.
Qualified Overview Guide
In this guide, learn about Qualified, conversational sales and marketing and about how to prepare for sales training.
Sales Rep Setup Guide
In this guide, learn how sales reps can set up their accounts and get started with Qualified.
Qualified Voice & Meetings
In this guide, learn how to use Qualified Voice and Meetings to build rapport faster and help you crush your quota.
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.
In this guide, learn how to "pounce", or outbound chat on VIP visitors arriving on your website.