Add Piper to Your Sales Team

Scale your workforce by adding Piper the AI SDR to your sales team. Give your new AI SDR a persona and access to your GTM systems via the Qualified Platform.

• Create a Sales Persona for your AI SDR
• Anchor Conversations with a Company Description
• Integrate Piper with Your Tech Stack

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Create a Sales Persona for your AI SDR

As you’re adding Piper the AI SDR to your sales team, it’s important to give it an identity that aligns with your company and branding.

Here at Qualified, we personified our AI SDR as "Piper," designed to be the ideal, always-on member of our team. When creating Piper, we modeled her after Blake, our very first SDR who set the gold standard for success here at Qualified. We equipped Piper with Blake's skills, tactics, and work ethic, ensuring she embodies the qualities of our top-performing SDRs, right down to her appearance. 

As you can see in the example above, your AI SDR will introduce itself to your visitors using the identity and tone you configure in Qualified’s AI Studio. 

To customize your AI SDR profile, an Admin will go to Settings → AI Studio → General. For step-by-step instructions, check out our detailed help center article here: Getting Started with AI Studio for Piper

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Anchor Conversations with a Company Description

It’s important to provide Piper with context about your company to keep conversations relevant and anchored on your business. The company description in Qualified’s AI Studio does just that!

A well-crafted description equips Piper to:

• Anchor its responses in relevance and authenticity.
• Reflect your company’s values and key differentiators.
• Engage visitors with a knowledgeable, warm, and consistent tone.

Check out our best practice guide on Crafting a Company Description for Piper.

To add the company description, an Admin will go to Settings → AI Studio → General. For step-by-step instructions, check out our detailed help center article here: Getting Started with AI Studio for Piper

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Integrate Piper with Your Tech Stack

Setting up Piper to work seamlessly with your existing tools is essential to maximizing its effectiveness. We’ll walk you through key integration points, ensuring Piper works in harmony with your tech stack, providing you with powerful AI-driven insights and capabilities.

Leveraging Your Salesforce CRM Data

Piper boasts a native integration with Salesforce, a crucial aspect of its ability to deliver personalized visitor experiences. This integration empowers Piper to:

• Identify Website Visitors: Piper can tap into your Salesforce data to identify who's on your website, allowing for more personalized and relevant interactions from the get-go.
• Understand Visitor Intent: By accessing Salesforce data, Piper can gain a deeper understanding of a visitor's past interactions with your business, their interests, and their potential needs.
• Tailor Engagement with Salesforce Insights: This integration enables Piper to craft highly personalized greetings and messages, leveraging Salesforce data to make each interaction more meaningful.

This seamless integration with Salesforce is a key factor in Piper’s ability to drive qualified leads and boost your sales efforts.

To connect Salesforce to your Qualified account, an Admin will go to Settings → Integrations → Salesforce → Connection. For step-by-step instructions, check out our detailed help center article here: Salesforce Integration.

Expanding Piper’s Knowledge Base with Marketing Automation, Sales Engagement, ABM, and Advertising Platforms

In addition to leveraging Salesforce CRM data, Piper is designed to integrate with a range of marketing automation, sales engagement, ABM, and advertising tools. These integrations are strategically designed to:

• Provide a 360-Degree View of Visitors: By connecting with these platforms, Piper can access a wealth of information about visitor behavior, preferences, and engagement history.
• Enhance Personalization and Targeting: These integrations allow Piper to personalize its interactions based on a visitor's previous touchpoints with your marketing and sales efforts.

For step-by-step instructions on connecting these platforms, check out our detailed help center articles here: Integrations

Ensuring Data Privacy and Security

Data privacy and security are paramount in today's digital landscape. Qualified emphasizes a strong commitment to data security when it comes to integrating Piper with your tech stack. Here's what you need to know:

• Data Separation for Each Organization: The information used to train and equip Piper is kept separate for each customer organization, ensuring that your data remains yours.
• No Data Retention by OpenAI Models: The data you use with Piper is not retained by OpenAI's models, further safeguarding your information.
• Storage and Deletion Policies: Your data is stored securely within Qualified's databases and is subject to our established data deletion policies, giving you control and peace of mind.

To learn more, check out our AI Trust Framework and AI FAQ’s.