Introduction

Qualified’s AI Meetings offers dynamic tools to transform website visitor engagement into valuable B2B sales meetings. By utilizing Smart Buttons and Smart Forms, you can guide high-quality leads through seamless scheduling processes and connect them directly with your sales team. This guide covers essential best practices and shares real customer success stories that demonstrate how companies are using these tools to increase conversions and improve the buyer experience.

Key Benefits of Using Smart Buttons and Smart Forms

• Instant Engagement: Connect qualified buyers with sales reps instantly.
• Tailored Interactions: Route prospects based on specific attributes like region or product interest.
• Seamless Integration: Sync visitor data with Salesforce or your marketing automation platform (MAP) for streamlined lead management.

Best Practices for Smart Buttons

1. Streamline Conversions with Direct Meeting Scheduling

• Quick Access to Sales: By placing Smart Buttons on high-intent pages (like product or pricing pages), visitors can book meetings directly, skipping traditional forms.
• Customer Success Story: Canto saw a 150x increase in meetings on day one of implementing Qualified. By bypassing static forms, they instantly connected qualified leads with sales, booking twice as many meetings in one day as they had in the prior 90 days.

2. Qualify Leads with Customized Questions

• Dynamic Qualification: Use qualification questions to gather essential data before or after the visitor submits their email. This information helps route them to the appropriate sales representative.
• Use Case: A B2B SaaS startup with a lean sales team configured qualifying questions within their Smart Button Experience. This allowed them to route visitors quickly based on company size and industry, reducing time spent on low-quality leads.

3. Maintain Engagement with Fallback Options

• Alternative Paths for Unqualified Leads: When visitors don’t meet qualification criteria, set fallback options to either initiate a live chat or redirect them to an alternative page. This keeps them engaged and nurtures them toward conversion.
• Use Case: A professional services firm set up fallback paths for their Smart Buttons, routing unqualified leads to a helpful content page when they didn’t meet criteria for direct sales engagement.

4. Simplify Setup with the Smart Selector

• Point-and-Click Configurations: The Smart Selector lets you easily set up triggers without coding. Assign Smart Buttons to specific pages or apply them across your entire domain.
• Customer Insight: Productboard appreciated the ease of setting up Smart Buttons for demo requests. With Qualified, they gained visibility into the funnel and now have a streamlined path for visitors to request and schedule demos.

5. Connect VIP Leads with Sales in Real-Time

• Immediate VIP Routing: Set up real-time connections for high-value accounts by confirming the sales representative availability before booking. This ensures high-quality leads connect instantly with sales.
• Customer Success Story: AdRoll saw a massive increase in qualified leads after implementing Qualified, with a 128% YoY increase in MQLs and an impressive 83% Meetings Booked Rate. Real-time routing contributed significantly to their $7.2M influenced pipeline and $1.3M in sourced revenue.

Best Practices for Smart Forms

1. Convert Form Submissions into Sales Opportunities

• Instant Calendar Access for Qualified Leads: Once visitors submit a form, Smart Forms enable direct scheduling with sales reps, eliminating email back-and-forth. This is especially effective on high-intent forms like demo requests or contact pages.
• Customer Success Story: Productboard saw a remarkable improvement in their sales process after implementing Qualified Smart Forms. Their speed-to-lead increased, and they experienced a 57% Meetings Booked Rate along with $4.5M in influenced pipeline.

2. Ensure Smooth MAP Integration

• Seamless Data Syncing: Smart Forms integrate with popular MAPs like Pardot, Marketo, and HubSpot to prevent duplicate leads and assign ownership correctly.
• Use Case: A financial services firm integrated Qualified with Pardot to streamline their lead assignment. Leads were accurately routed to the right representative, improving follow-through and keeping Salesforce data clean.

3. Choose the Best Lead Syncing Option

• Flexible Lead Management: Qualified offers sync options to manage lead creation and assignment:some text
  • Option 1: Qualified creates leads directly in Salesforce and assigns them.
  • Option 2: MAP creates leads, and Qualified provides meeting data for lead assignment.
• Use Case: A manufacturing company serving multiple regions used Qualified’s syncing options to assign leads accurately based on visitor location, enabling smooth coordination across their sales territories.

4. Customize Form Integration with the Qualified JavaScript API

• Custom Forms Made Simple: For non-native form providers, use the Qualified API to capture form data and trigger Smart Form Experiences, allowing for easy integration without rebuilding forms.
• Use Case: A health tech company with unique compliance requirements used Qualified’s JavaScript API to capture required data before booking meetings, ensuring each lead was properly vetted before sales engagement.

Summary

By following these best practices and learning from real customer experiences, you can fully leverage Qualified’s Smart Buttons and Smart Forms to create more effective and engaging B2B lead conversion paths. Tailor your setup to meet your business needs, and utilize the success stories here as a benchmark to enhance your own outcomes.

Customer Stories in Action:

• Canto experienced a 150x increase in meetings.
• AdRoll achieved a 128% YoY increase in MQLs, with a 16x ROI.
• Productboard improved speed-to-lead with a 57% Meetings Booked Rate and $4.5M influenced pipeline.

Qualified’s AI Meetings tools are designed to deliver measurable results, helping you enhance customer interactions and drive revenue growth. For even more impact, consider adding these customer insights to your strategic approach, or explore Qualified’s other customer success resources.