About the Course
Welcome to Mastering Qualified for Lead Engagement! Qualified is a conversational marketing platform designed to work seamlessly with Salesforce, allowing us to leverage all of our prospect and customer data to deliver smarter, more personalized experiences. This course will equip you to engage leads effectively, improve response times, and increase conversions, ensuring a smooth onboarding experience and quicker integration into our sales workflows.
By the end of this course, learners will be able to:
- Set up their Qualified account and customize alerts.
- Use Live Streams and Live Views to identify and prioritize leads effectively.
- Apply shortcuts to streamline daily tasks within Qualified.
- Demonstrate best practices for inbound chatting and proactive pouncing.
- Execute advanced pouncing techniques to engage leads like a pro.
Course Categories
Course Instructor
-
Introduction
- Course Agenda
-
Getting Started with Qualified
- Qualified Overview
- Account Set-Up and Configuration
- Knowledge Review
-
Live Streams and Live Views
- Using Live Streams
- Using Live View
- Knowledge Review
-
Rep Alerts & Shortcuts
- Managing Alerts
- Creating Shortcuts
- Knowledge Review
-
Conversational Writing
- Tips for Productive Conversations
-
Chatting
- Inbound Chat
- Outbound Pounce
- Knowledge Review
-
Course Wrap-Up
- Course Reflection
- Course Evaluation
About the Course
Welcome to Mastering Qualified for Lead Engagement! Qualified is a conversational marketing platform designed to work seamlessly with Salesforce, allowing us to leverage all of our prospect and customer data to deliver smarter, more personalized experiences. This course will equip you to engage leads effectively, improve response times, and increase conversions, ensuring a smooth onboarding experience and quicker integration into our sales workflows.
By the end of this course, learners will be able to:
- Set up their Qualified account and customize alerts.
- Use Live Streams and Live Views to identify and prioritize leads effectively.
- Apply shortcuts to streamline daily tasks within Qualified.
- Demonstrate best practices for inbound chatting and proactive pouncing.
- Execute advanced pouncing techniques to engage leads like a pro.
-
Introduction
- Course Agenda
-
Getting Started with Qualified
- Qualified Overview
- Account Set-Up and Configuration
- Knowledge Review
-
Live Streams and Live Views
- Using Live Streams
- Using Live View
- Knowledge Review
-
Rep Alerts & Shortcuts
- Managing Alerts
- Creating Shortcuts
- Knowledge Review
-
Conversational Writing
- Tips for Productive Conversations
-
Chatting
- Inbound Chat
- Outbound Pounce
- Knowledge Review
-
Course Wrap-Up
- Course Reflection
- Course Evaluation