Qualified: Exploring the Pipeline Generation Platform

28 May, 2024 7 Mins Read

Qualified is a platform that facilitates immediate conversations between businesses and buyers on their website. Let’s explore its offerings and understand if it’s the right fit for your business. 

Overview of Qualified

Qualified enables businesses to engage with potential customers instantly on their website. It provides personalized experiences akin to what consumers encounter with platforms like Amazon, Netflix, or Apple. What sets Qualified apart is its seamless integration with Salesforce, allowing for efficient lead qualification and engagement.

Key Offerings:

  1. Conversational Engagement:
    • Qualified offers live chat, voice, and video capabilities, allowing businesses to engage with visitors in real-time.
    • Conversations can be personalized, enhancing the overall customer experience.
    • By facilitating immediate interactions, Qualified helps convert website traffic into leads.
  2. Integration with Salesforce:
    • The platform seamlessly integrates with Salesforce, leveraging existing CRM data and workflows.
    • Signals from Qualified can be directly pushed into Salesforce, providing valuable insights to sales teams.
    • This integration streamlines lead management and ensures a cohesive customer journey.
  3. AI-Powered Insights:
    • Qualified employs AI to identify buyer intent signals and enrich visitor profiles.
    • Features include reverse IP lookup and buyer intent tracking.
    • The platform helps sales teams prioritize leads based on real-time data, improving conversion rates.


 Let’s break down the pricing options for Qualified:

  1. Growth Plan ($3,500 per month):
    • Aimed at helping users get started with Qualified and improve website conversion.
    • Features include:
      • AI Copilot: Enhances conversational interactions.
      • Live Chat, Voice & Video: Real-time engagement with website visitors.
      • Buyer Intent Signals: AI-powered insights to identify potential leads.
      • Qualified Enrich & Reverse IP: Enriches visitor profiles and provides reverse IP lookup.
    • Supports up to 15 users.
  2. Premier Plan (Contact Us for pricing):
    • Offers advanced functionality to maximize pipeline value and surface more insights.
    • Includes all features of the Growth plan plus:
      • Meeting Scheduling: Streamlines appointment booking.
      • Advanced Routing: Efficiently directs leads to the right team members.
      • Advanced Salesforce Integration: Seamlessly integrates with Salesforce.
      • Signals in Salesforce: Pushes insights directly into Salesforce.
      • Pipeline & Revenue Dashboards: Provides visual analytics.
      • Also includes Qualified for ABM (Account-Based Marketing).
  3. Enterprise Plan (Contact Us for pricing):
    • Designed for larger organizations with complex requirements.
    • Includes all features of the Premier plan plus:
      • AI Chatbots: Enhances conversational capabilities.
      • Enterprise Reporting API: Custom reporting and data access.
      • Enterprise Single Sign-on: Enhanced security.
      • Multiple Languages & Brands: Scalability across different regions or brands.
      • Custom Data Retention Policies: Compliance and data management.
      • Third-Party Research Intent: Integrates external research data.
      • Year-round Account Optimization: Continuous improvement.

Who can benefit from Qualified?

Businesses seeking to enhance their sales and marketing strategies can greatly benefit from Qualified. It’s particularly advantageous for companies that use Salesforce and are looking to leverage real-time interactions to convert website visitors into leads. With its AI-powered insights and personalized engagement tools, Qualified is ideal for sales teams aiming to prioritize leads effectively and for marketing professionals focused on delivering tailored customer experiences. Whether a small business or a large enterprise, any organization aiming to optimize its lead qualification process and improve conversion rates will find value in Qualified’s offerings. 

Why Choose Qualified?

Choosing Qualified is a strategic move for businesses that prioritize real-time engagement and lead conversion. Its integration with Salesforce, AI-driven insights, and personalized communication tools make it a standout choice for sales and marketing teams. By enabling immediate, meaningful interactions with website visitors, Qualified helps businesses not only capture but also nurture leads, ultimately driving sales and fostering customer relationships. It’s the go-to platform for companies looking to elevate their conversational marketing and sales strategy to the next level. 

Common Pitfalls for Qualified

While Qualified boasts a user-friendly platform for lead management, it’s important to acknowledge some common pitfalls identified by user reviews:

1. Feature Gaps:

Some users have expressed a desire for additional functionalities, such as a spam list, draft auto-save features, and the ability to open multiple Qualified windows simultaneously. The absence of these features might hinder workflow efficiency for certain users. It’s recommended to research Qualified’s current feature set and compare it to your specific needs to ensure a good fit.

2. Learning Curve for Power Users:

New users may find a learning curve associated with mastering all of Qualified’s functionalities. While the platform is designed for user-friendliness, unlocking its full potential may require some time and effort. Consider incorporating training resources or onboarding programs to help users navigate the platform effectively.

3. Integration Challenges with Salesforce:

Although Qualified is designed to integrate seamlessly with Salesforce, some users have encountered difficulties during this process. These integration issues can disrupt workflows and hinder the smooth flow of lead management and sales processes. Ensure compatibility with your existing CRM system before implementing Qualified to avoid potential integration roadblocks.

4. Complex Setup for Specific Needs:

Configuring Qualified to perfectly align with specific business needs can be complex. Some users have reported challenges during the initial setup phase. If extensive customization is required for your business, factor in the potential time and resources needed for a successful setup.

5. Limitations in Reporting:

Qualified’s reporting capabilities may not meet the needs of all businesses. Users who rely heavily on detailed analytics and in-depth reports might find the platform’s reporting functionalities limiting. Carefully evaluate your reporting requirements to ensure Qualified can provide the level of data analysis you need.

Here are three alternative companies to consider, along with a comparison table based on their G2 ratings:

ZoomInfo: ZoomInfo is a comprehensive B2B contact database and sales intelligence platform. It provides accurate company and contact information, helping sales and marketing teams identify potential leads and prospects.

Key Features include:

  • ZoomInfo provides an all-in-one solution for sales and marketing teams. It unites data, insights, and outreach capabilities.
  • Real-time insights backed by accurate data. Discover your next ideal customers efficiently.
  • Lets you connect with customers across channels—email, phone, LinkedIn, and more—using a single platform.
  • Automates tasks to simplify your tech stack and scale faster.

Lead411: Lead411 offers a B2B sales intelligence platform that focuses on providing verified company data, contact information, and lead generation tools.

Sales Intelligence data points include:

  • Recently Funded Companies
  • New Company Location
  • IPO Announcement
  • Hiring Plans
  • Job Openings
  • New Employee Hire
  • New Executive Employee Hire
  • New Employee Promotion
  • Company Awards and More

Sprouts.ai: Sprouts.ai is an autonomous, efficient, and intelligent martech platform for B2B companies. It replaces the inefficient process of buying and deploying multiple siloed GTM (Go-To-Market) solutions. 

Key features include:

  • Advanced ICP filters empower you to achieve over 85% accuracy for ICP identification.
  • Access real-time updated 200 million contacts and 20 million company records from 40+ data sources.
  • Identify companies interested in your solutions by browsing your website.
  • AI-powered account scoring for efficient outreach and increased qualified sales pipeline.
  • Advanced and automated outreach via email, SMS, phone calls, WhatsApp, and LinkedIn.
Product / RatingG2
ZoomInfo 4.4 / 5
Qualified4.9 / 5
Lead411 4.5 / 5
Sprouts.ai4.8 / 5

Is Qualified Worth the Investment?

Qualified offers a user-friendly platform for lead management, but it’s wise to consider some potential drawbacks mentioned in user reviews. The shortcomings, alongside potential integration difficulties, might nudge you towards exploring alternatives like Sprouts AI or Salesforce Sales Cloud, depending on your specific needs for lead management features, customization options, and robust reporting functionalities. Carefully weigh Qualified’s strengths in user experience and ease of use against these drawbacks to determine if it’s the optimal investment for streamlining your lead management processes.