Pricing

Start generating more pipeline from your website, today. Not sure what you need? Chat with us and we'll customize a plan that's perfect for you.

Growth

$3,500
per month
Starting price and billed annually
i
All the basics to help you get started with Qualified and grow website conversion.
AI Conversations Copilot
Proactively engage visitors on behalf of your sales reps and automatically suggest, expand, and tune live chat responses to boost rep efficiency.
i
Live Chat, Voice & Video
Communicate with visitors on your website via live chat, VOIP, telephone, or video calls.
i
Custom Chatbots
Use Qualified's drag-and-drop builder to create complex chatbots that generate leads and integrate to your corporate systems.
i
Buyer Intent Signals
Surface signals of account-based buying intent and understand who's in-market to buy.
i
Qualified Enrich & Reverse IP
Enrich visitor information after collecting an email and identify company information for anonymous visitors.
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Up to 15 users

Premier

Advanced functionality to help maximize pipeline from your website and surface more insights.
Meeting Scheduling
Invite visitors to schedule meetings with their dedicated sales rep within live chat and chatbot experiences.
i
Advanced Routing
Route conversations and meetings according to your unique Salesforce configuration.
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Advanced Salesforce Integration
Match and trigger experiences based on Salesforce opportunity data.
i
Signals in Salesforce
Automatically push account-based buyer intent signals into Salesforce.

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Pipeline & Revenue Dashboards
Understand the impact of the Pipeline Cloud on pipeline and revenue within the Qualified application.
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Qualified for ABM
Connect with your ABM platforms, like 6sense or Demandbase, to identify and engage target accounts on your website.
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All the value of Growth, plus...

Enterprise

Best for larger organizations with complex requirements looking to scale their programs.
AI Chatbots
Put your AI chatbots on autopilot to engage and convert website visitors 24/7.
i
Enterprise Reporting API
Export your conversation analytics and details for use in other systems of record for analysis.
i
Enterprise Single Sign-on
Use SSO providers like Okta, Microsoft Azure AD, and OneLogin to provide single sign-on to Qualified.
i
Multiple Languages & Brands
Configure Qualified to work with multiple languages and brand requirements.
i
Custom Data Retention Policies
Determine the data retention policy in visitor browsers and on Qualified servers.
i
Third Party Research Intent
Surface third-party intent keywords and categories.
i
Year-round Account Optimization
Ongoing maintenance and optimization of your account as priorities, campaigns, and sales processes evolve.
i
All the value of Premier, plus...

Just looking for a meeting scheduling solution?

Get started with Qualified Meetings only. Quick implementation and big business impact. We'll put together a custom Meetings plan that's perfect for you.

Partners in your success

All plans come with:

Dedicated Salesforce-certified Success Architect

Full-Service Onboarding & Implementation

Certified Instructor-led Sales Training

Business ROI & KPI Reviews

Join the leading brands that maximize website conversion with Qualified

Vertex
Vertex
Veeam
Vertex
Vertex
Vertex
Vertex
Vertex
Vertex

Compare editions and features

Chat with an expert
Growth
Premier
Enterprise
Qualified
Starting Price
$3,500 /mo
Custom
Custom
User Logins/Seats
The cost of each user login/seat (Including admins, managers, and reps).
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$75 /mo
$100 /mo
$125 /mo
Maximum User Logins/Seats
The maximum number of user logins/seats that can be added to a chosen plan.
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15
Unlimited
Unlimited
Meetings-only User
Users (above and beyond Qualified Login users) that will be the recipients of meeting scheduling
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$10/mo
$20/mo
$30/mo
QUALIFIED LIVE CHAT
Live Chat, Voice & Video
Communicate with visitors on your website via chat, VOIP, telephone, or video calls.
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Live Streams
Sales reps can see all important website visitors streaming into your site in real time.
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Qualified Visitor 360
A 360-degree view of all known information about a visitor and their company, populated by real-time data integration from Salesforce and your other integrated apps.
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Qualified Live View
Watch visitors browse your site in real time with a complete timeline and history of past browsing activity.
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Visitor Segments
Group visitors into segments according to your company's unique buying criteria, so your sales team can focus on the most important visitors.
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Messenger Customization
Customize the Qualified messenger on your website with your brand, logo, colors and imagery.
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AI Conversations Copilot
Proactively engage visitors on behalf of your sales reps and automatically suggest, expand, and tune live chat responses to boost rep efficiency.
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AI Conversation Starter
Qualified AI will proactively greet qualified visitors on behalf of your sales reps, helping you automatically get more buyers into a live chat conversation.
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Experience A/B Testing
Split test messaging or entire website experiences to maximize engagement, lead capture, and conversation volume.
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Multi-Language Websites
Configure Qualified to work on multi-language websites.  Localize live chat, chatbots and phone numbers.
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Multiple Websites and Brands
Configure Qualified across multiple websites that have unique brand requirements, including colors, icons, logos, and domain names.
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Add-on ($)
Additional Deployments
Deploy additional instances of Qualified within your organization.
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Add-on ($)
Qualified Chatbots
Custom Chatbots
Use Qualified's drag-and-drop builder to create complex chatbots that generate leads and integrate to your corporate systems.
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Chatbot Sales Handoff
Route buyers for a live conversation with their dedicated sales rep when reps are online.
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Chatbot Meeting Scheduling
Invite buyers to schedule a meeting within the context of their chatbot conversation.
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Chatbot Support Deflection
Answer support questions and create cases or navigate to help centers.
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AI Chatbots
Put your chatbots on autopilot to engage and convert visitors 24/7.  Define visitor conversion goals for lead gen, live chat handoff, and meeting scheduling.
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Add-on ($)
Add-on ($)
AI Chatbot Training & Tuning
Train Qualified AI on indexed marketing materials to provide on-message responses and provide feedback to improve the output over time.
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Add-on ($)
Add-on ($)
Qualified Meetings
Meetings for Live Chat & Chatbots
Meeting scheduling within the Qualified messenger for use within live chat and chatbot programs
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Meeting Types
Define the type of meeting, duration, and attendees to be scheduled. Setting this context in advance increases attendance rates and meeting productivity.
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Meeting Groups
Meet with the right combination of representatives, as relevant to the meeting type.
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Real-Time Lead Qualification
Identify which visitors are qualified based on predetermined buying criteria before offering to book a meeting. This safeguards sales rep calendars by only scheduling time with worthwhile buyers.
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Lead Assignment
Tailor lead assignment based on unique Salesforce data so high-priority leads are automatically assigned to the correct sales rep in real time.
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Individual Meeting Links
Offer a users a link to a direct calendar or next available user based on advanced routing rules
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Team Meeting Links
Consolidate multiple users calendars into one meeting booking link that shows availability based on free/busy of multiple people
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Standard Meeting Routing
Determine which reps are invited to a meeting based on Meeting Type and offer times that coordinate all attending rep calendars for optimal scheduling.
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Advanced Meeting Routing
Route meetings by ownership of Salesforce records or by any user lookup field on a Salesforce record
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Meetings for Forms & Buttons
Optimize website forms and buttons by automatically presenting scheduling options for qualified buyers. This reduces friction for your buyers and eliminates unnecessary scheduling loops.
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QUALIFIED Offers (Coming Soon)
Targeted Offers
Serve up relevant marketing offers for each unique website visitor based on visitor segmentation.
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Lead-capture Offers
Capture leads directly in the offers with single field forms.
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Offer Analytics
Understand offer performance in terms of impressions, clicks, and leads captured; identify-highest performing offers.
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AI Recommended Offers
Automatically serve the right content to the right audience, like ebooks, event invitations, or free trials, based on an AI recommendation engine.
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Add-on ($)
AI Optimization for Offers
Use AI-based experimentation to optimize for the best-performing offer.
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Add-on ($)
QUALIFIED Signals
Maximum Salesforce CRM Users
The number of Salesforce users that will have access to buyer intent data in Salesforce.
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N/A
100
Custom
Signals AI Predictive Model
Analyze hundreds of thousands of website data points to predict an account’s buyer intent.
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Signals Account 360
View buyer intent at the individual account-level, including changes over time and a timeline of website events.
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Signals Account Timeline
Uncover account behavior and interest with a timestamped overview of every website event.
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Signals for Salesforce
Surface Signals data iframed into your Salesforce Account record and build reports and dashboards to guide prospecting strategies.
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Salesforce Custom Buyer Intent Dashboards
Build custom reports and dashboards in Salesforce to guide sales reps and their prospecting strategies.
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New ICP Accounts Identified and Pushed to Salesforce
Segment Accounts not in Salesforce using Ideal Customer Profile filters, and write the most relevant ones into Salesforce.
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Signals Third Party Research Intent
Get a better idea of propensity to buy with third party intent and buyer categories.
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Add-on ($)
Integrated Solutions
Qualified for Outbound
Connect with Outreach or Salesloft and convert outbound prospects with Qualified Live Chat, Chatbots, Meetings, or Signals.
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Qualified for Advertising
Connect with digital ad platforms and convert paid ad traffic the moment they arrive on your website.
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Qualified for ABM
Connect with 6sense or Demandbase and convert your target accounts the moment they arrive on your website.
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QUALIFIED Platform - DATA SERVICES
Qualified Enrich
Automatically form a complete profile of a visitor (person and company data) after collecting only an email address.
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Qualified Reverse IP
Automatically identify company information from anonymous visitors on your site and match that data against Accounts in Salesforce.
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QUALIFIED PLATFORM - ADVANCED ROUTING
First Available or Round Robin Routing
Route inbound conversations to a queue (first come, first served) or round robin to your sales team.
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Firmographic Data Routing
Use company data (such as employee count, headquarters location, or industry) to route conversations to the appropriate individuals.
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Customizable Routing Rules & Fallbacks
Customize our out-of-the-box routing rules to work with your sales process, team structure, and territories.
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Custom Groups & Territories
Create custom groups of users to field conversations by territory, product specialty, company size, and more.
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Route by Outreach or Salesloft Ownership
Route conversation or meeting experiences based on Outreach or Salesloft prospect owner to ensure continuity in the buying process.
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Route by Salesforce Record Ownership
Use Salesforce as the system of record and route to lead, contact, or account owners; or route to individual identified by a customer user lookup field on any record
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Configurable Salesforce Routing Hierarchy
Customize the hierarchy of Salesforce object matching—like Contact, Lead, or Account—for your unique business requirements and nuanced implementations.
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Account Team Related List Routing
Route to the correct Account Team Member role related to the target Account.
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QUALIFIED PLATFORM - Salesforce
Create or update Salesforce Records
Create or update Leads and Contacts; plus add Events or Activities on Lead, Contact, or Account Records in Salesforce
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Salesforce Reports & Dashboards
Use our managed package with pre-built Salesforce Reports and Dashboards or customize them to fit your needs.
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Salesforce Target Account Lists
Create custom Salesforce Account lists (eg. target accounts, existing customers) and know instantly when they arrive.
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Salesforce Universal Data Type Support
Support for core Salesforce data types including all standard fields, custom fields, lookup fields, formula fields, picklists, numbers, dates and more.
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Unified Experience with AppExchange Chat
A unified conversational experience of visitors on your site and the Salesforce AppExchange (for customers of Salesforce AppExchange Chat).
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Website Visitor Campaign Attribution
Attribute website visitor activity dynamically to to one or multiple Campaigns within Salesforce.
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Salesforce Triggers & Branching
Trigger experiences based on data you already know about a website visitor from any field on Salesforce Leads, Contacts, and Accounts
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Salesforce Lead, Contact & Account Matching
Automatically match website visitors to Salesforce Leads or Contacts and access all related Account data in Qualified. When Leads or Contacts are unknown, fuzzy match all known domain sources (from ABM vendors and Reverse IP services) to Salesforce Accounts.
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Salesforce Opportunity Matching
Match website visitors to Opportunity records in Salesforce related to a known Account or Contact, and access all Opportunity fields in Qualified.
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Salesforce Opportunity Triggers
Trigger Qualified experiences based on standard or custom fields on Opportunity records such as Close Date, Stage, or Opportunity Amount.
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Salesforce Sandbox Support
Connect Qualified to your Salesforce Sandbox for system configuration and testing before going into production.
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Salesforce Related Object Support
Personalize or trigger visitor experiences by reading data from any field on any custom object related to Accounts, Contacts, or Leads.
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QUALIFIED PLATFORM - Integrations
Salesforce Pardot
Integrate natively with all editions of Salesforce Pardot. For more product info please visit qualified.com/pardot.
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Marketo
Integrate natively with all editions of Marketo. For more product info please visit qualified.com/marketo
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Hubspot
Integrate natively with all editions of HubSpot. For more product info please visit qualified.com/hubspot
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Slack
Send important events (like VIP visitors, Leads, and target accounts) immediately to Slack via channels or direct messages.
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Microsoft Teams
Send important events (like VIP visitors, Leads, and target accounts) immediately to Microsoft Teams.
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Google Ads & Analytics
Send conversion events (engagement, conversations, Leads, etc) from Qualified to Google Ads & Analytics.
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Facebook Ads
Send conversion events (engagement, conversations, Leads, etc) from Qualified to Facebook.
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Microsoft Calendar
Integrate with Microsoft Office 365 calendar to book meetings via live chat, and chatbots on your site.
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Google Calendar
Integrate with Google Suite calendar to book meetings via live chat, and chatbots on your site.
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ZoomInfo
Automatically turn any corporate email address into a complete business profile by integrating ZoomInfo Enterprise; Instantly reveal firmographic information about your anonymous and known visitors with ZoomInfo WebSights.
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Clearbit
Automatically turn any corporate email address into a complete business profile by integrating Clearbit Enrich; Instantly reveal firmographic information about anonymous and known visitors on your site with Clearbit Reveal.
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Outreach
Get instant notifications the moment a prospect clicks through an Outreach email sequence and arrives on your website. For more product info please visit qualified.com/outreach.
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Salesloft
Alert reps the moment a prospect clicks through a Salesloft email Cadence and arrives on the site. For more product info please visit qualified.com/salesloft.
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6sense
Instantly reveal firmographic information about anonymous and known visitors on your site with 6sense, and bring segments, intent scores and predictive analysis data into Qualified. More info at qualified.com/6sense
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Demandbase
Instantly reveal firmographic information about anonymous and known visitors on your site with Demandbase.  More info at qualified.com/demandbase.
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Eloqua
Integrate natively with all editions of Oracle Eloqua marketing automation. More info at qualified.com/eloqua.
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QUALIFIED Platform - Analytics
Out-of-the-Box Dashboards
An out-of-the box set of dashboards that show overall metrics including visitors, proactive and reactive conversations, and meetings booked.
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Sales Rep Leaderboards
See which reps are performing by stack ranking your team by availability, activity, conversations, calls, meetings, and conversions of Leads and pipeline.
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Experience Flow Analytics
Track step-by-step conversions and drop-off rates within every live chat, chatbot, and meetings experience flow to spot opportunities for optimization.
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Customizable Reports
Build fully customizable reports that allows you to report and filter on the history of every website visitor.
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Customizable Dashboards
Build entirely bespoke dashboards that track and organize the metrics that your company cares about.
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Pipeline & Revenue Dashboards
Get complete visibility into pipeline and revenue generation from your conversational program.
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Custom-Built Salesforce Dashboards
Your Salesforce-Certified Qualified Success Architect will create custom Salesforce dashboards showing pipeline and revenue that Qualified generated and influenced.
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Enterprise Reporting API
Export your conversation analytics and details for use in other systems of record for analysis.
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QUALIFIED Platform - Enterprise Security
Safelist / Blocklist (Domains & Pages)
Explicitly allow or deny domains, subdomains, or specific pages on your site from triggering Qualified.
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TLS Encryption
Encrypt all communications including system messages, chat, and calls between your site and Qualified.
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Data Encryption at Rest
Encrypt all data at rest and in transit when using the Qualified platform.
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Enterprise Single Sign-on
Use SSO providers like Okta, Microsoft Azure AD, and OneLogin to provide single sign-on to Qualified.
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Add-on ($)
Configurable Cookie & Data Retention Policy
Determine the cookie expiration policy in visitor browsers and data retention policy on Qualified servers.
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Qualified Apps
Qualified Web App
Use Qualified web app to connect with buyers directly on your site. Google Chrome is recommended.
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Qualified Mobile App
Connect with VIP buyers anytime, anywhere with Qualified native mobile experience on iOS or Android.
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Qualified Desktop App
Install Qualified desktop app for a lightning fast experience on MacOS or Windows.
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CUSTOMER SUPPORT
Qualified University
Full access to Qualified online documentation and learning center. Visit qualified.com/university.
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Email, Chat, & Zoom Support
Award winning support for all customers via email, chat and Zoom calls.
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Priority Support
All questions or requests for help go to the top of the queue for immediate response and resolution.
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White-glove PROFESSIONAL SERVICES
Dedicated Salesforce-Certified Success Architect
A dedicated Salesforce-Certified success architect will consult with you to establish and update your pipeline generation program.
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Full-Service Onboarding & Implementation
Receive 90 days of onboarding and implementation services from our Salesforce-certified success team. We'll align on your objectives and perform the entire implementation for you.
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Dedicated Account Management
A dedicated Account Manager will serve as a single point of contact to ensure your success over time.
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Ongoing Instructor-Led Sales Training
Your sales team will receive in-person instructor-led training sessions at go-live and ongoing as you onboard new sales reps.
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Executive Strategy Reviews & Best Practice Workshops
Our team will meet with your executive sponsors to review business strategy and Qualified configuration, and will share best practices with your teams through in-person workshops.
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Full-Service Ongoing Account Optimization
Full-service year-round optimization of your Qualified account as your priorities, campaigns, and sales process evolve. We'll be hands-on with configuration changes, new feature rollout, A/B split testing and ongoing strategy.
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Add-on ($)
Add-on ($)
Business ROI & KPI Reviews
We'll meet with your leadership team and show you how Qualified is impacting your business with hard numbers around pipeline and revenue.
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Annually
Annually
On-Demand

Quick Demo?

Learn how you can use Qualified to grow pipeline faster than ever before.
Chat with Us

Pipeline Cloud Pricing

Start generating more pipeline from your website, today. Not sure what you need? Chat with us and we'll customize a plan that's perfect for you.

Growth

$3,500
per month
Starting price and billed annually
i
All the basics to help you get started with the Pipeline Cloud and grow website conversion.
AI Live Chat Copilot
Automatically tune, expand, correct, and suggest copy within live chat conversations to help your sales reps be more efficient.
i
Live Chat, Voice & Video
Communicate with visitors on your website via live chat, VOIP, telephone, or video calls.
i
Custom Chatbots
Use Qualified's drag-and-drop builder to create complex chatbots that generate leads and integrate to your corporate systems.
i
Meeting Scheduling
Invite visitors to schedule meetings with their dedicated sales rep within live chat and chatbot experiences.
i
Buyer Intent Signals
Surface signals of account-based buying intent and understand who's in-market to buy.
i
Qualified Enrich & Reverse IP
Enrich visitor information after collecting an email and identify company information for anonymous visitors.
i
Up to 15 users

Premier

$6,000
per month
Starting price and billed annually
i
Advanced functionality to help maximize pipeline from your website and surface more insights.
Advanced Routing
Route conversations and meetings according to your unique Salesforce configuration.
i
Experience A/B Testing
Test experiences against each other to see which one results in the highest conversions.
i
Advanced Meeting Scheduling
Go beyond the messenger and schedule meetings within the context of your website forms and buttons.
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Advanced Salesforce Integration
Match and trigger experiences based on Salesforce opportunity data.
i
Signals in Salesforce
Automatically push account-based buyer intent signals into Salesforce.

i
Pipeline & Revenue Dashboards
Understand the impact of the Pipeline Cloud on pipeline and revenue within the Qualified application.
i
Qualified for ABM
Connect with your ABM platforms, like 6sense or Demandbase, to identify and engage target accounts on your website.
i
All the value of Growth, plus...

Enterprise

Custom
Best for larger organizations with complex requirements looking to scale their programs.
AI Chatbots
Put your AI chatbots on autopilot to engage and convert website visitors 24/7.
i
Enterprise Reporting API
Export your conversation analytics and details for use in other systems of record for analysis.
i
Enterprise Single Sign-on
Use SSO providers like Okta, Microsoft Azure AD, and OneLogin to provide single sign-on to Qualified.
i
Multiple Languages & Brands
Configure Qualified to work with multiple languages and brand requirements.
i
Custom Data Retention Policies
Determine the data retention policy in visitor browsers and on Qualified servers.
i
Third Party Research Intent
Surface third-party intent keywords and categories.
i
White-glove Professional Services
Priority support and full-service account management.
i
Year-round Account Optimization
Ongoing maintenance and optimization of your account as priorities, campaigns, and sales processes evolve.
i
All the value of Premier, plus...

Just looking for a meeting scheduling solution?

Get started with Qualified Meetings only. Quick implementation and big business impact. We'll put together a custom Meetings plan that's perfect for you.

Partners in your success

All plans come with:

Dedicated Salesforce-certified Success Architect

Full-Service Onboarding & Implementation

Certified Instructor-led Sales Training

Business ROI & KPI Reviews

Join the leading brands that maximize website conversion with Qualified

Vertex
Vertex
Veeam
Vertex
Vertex
Vertex
Vertex
Vertex
Vertex
Vertex

Compare editions and features

Chat with an expert
Growth
Premier
Enterprise
Pipeline Cloud
Starting Price
$3,500 /mo
$6,000 /mo
Custom
Qualified Login User
Users that will need a login to the Qualified application, including sales reps and administrators
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$75 /mo
$100 /mo
$125 /mo
Meetings-only User
Users (above and beyond Qualified Login users) that will be the recipients of meeting scheduling
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$10 /mo
$20 /mo
$30 /mo
CRM/API User
Users that will access Qualified data within other connected applications, such as Salesforce CRM
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N/A
100
Custom
QUALIFIED APPS
Qualified Web App
Use Qualified's web app to connect with buyers directly on your site. Google Chrome is recommended.
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Qualified Mobile App
Connect with VIP buyers anytime, anywhere with Qualified's native mobile experience on iOS or Android.
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Qualified Desktop App
Install Qualified's desktop app for a lightning fast experience on MacOS or Windows.
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QUALIFIED CONVERSATIONS
Live Chat, Voice & Video
Communicate with visitors on your website via chat, VOIP, telephone, or video calls.
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Custom Chatbots
Use Qualified's drag-and-drop builder to create complex chatbots that integrate to your corporate systems.
i
Live Streams
Sales reps can see all important website visitors streaming into your site in real-time.
i
Qualified Visitor 360
A 360-degree view of all known information about a visitor and their company, populated by real-time data integration from Salesforce and your other integrated apps.
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Qualified Live View
Watch visitors browse your site in real time with a complete timeline and history of past browsing activity.
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Qualified Pounce
Allows your sales team to proactively start conversations with visitors who meet your key qualification criteria.
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Conversation Transfer
Transfer conversation sessions between team members on-the-fly.
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Messenger Customization
Customize the Qualified messenger on your website with your brand, logo, colors and imagery.
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Conversational Content
Create conversational experiences that live side-by-side with your best content.
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Visitor Segments
Group visitors into segments according to your company's unique buying criteria, so your sales team can focus on the most important visitors.
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Manager Monitoring & Coaching
Allow Managers to view live chat sessions of team members. Share best practices and coach reps to perform.
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Experience A/B Testing
Split test messaging or entire website experiences to maximize engagement, lead capture, and conversation volume.
i
Multi-Language Websites
Configure Qualified to work on multi-language websites.  Localize live chat, chatbots and phone numbers.
i
Add-on ($)
Multiple Websites and Brands
Configure Qualified across multiple websites that have unique brand requirements, including colors, icons, logos, and domain names.
i
Qualified Meetings
Meeting Types
Define the type of meeting, duration, and attendees to be scheduled. Setting this context in advance increases attendance rates and meeting productivity.
i
Real-Time Lead Qualification
Identify which visitors are qualified based on predetermined buying criteria before offering to book a meeting. This safeguards sales rep calendars by only scheduling time with worthwhile buyers.
i
Lead Assignment
Tailor lead assignment based on unique Salesforce data so high-priority leads are automatically assigned to the correct sales rep in real time.
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Intelligent Meeting Routing
Determine which reps are invited to a meeting based on Meeting Type and offer times that coordinate all attending rep calendars for optimal scheduling.
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Meetings for Live Chat & Chatbots
Integrate meeting scheduling technology with Qualified Conversations to book meetings during a live chat. This converts conversations into pipeline and keep deals moving forward.
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Meetings for Forms & Buttons
Optimize website forms and buttons by automatically presenting scheduling options for qualified buyers. This reduces friction for your buyers and eliminates unnecessary scheduling loops.
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Add-on ($)
Advanced Salesforce Meeting Routing
Harness Salesforce data, like Account Owner or Account Team Member, as well as unique business criteria to determine which attendees should be present when the meeting is scheduled.
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Add-on ($)
QUALIFIED for Outbound
Outreach & Salesloft Integrations
Alert reps the moment a buyer clicks through a Salesloft or Outreach email and arrives on the site.
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Outbound Sequence Click Tracking
Understand which outbound sequence prospects clicked through to visit the site.
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Outbound Sequence Routing
Route prospects to the approrpiate prospect owner or email sender.
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Outbound Sequence Alerting
Send reps custom alerts when prospects click through outbound sequences.
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Outbound Email in Live View
View the full email body that a visitor clicked through in the Qualified live view.
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Outbound Sequences in Signals AI model
Include outbound engagement activity in the Signals intent scoring model.
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Outbound Sequences in Signals Account 360
Bring account-based outbound insights into Signals Account 360 and Conversations Visitor 360 cartiles.
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Outbound Sequence Segments
Create Segments for experience targeting based on outbound sequence enrollment.
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Outbound Prospect Targeting for Direct Visits
Understand when website visitors are actively in an outbound sequence.
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Experience Driven Sequence Automation
Add and remove prospects to and from outbound sequences through the Qualified Experience Builder.
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Buyer Intent in Outbound Workflows
Surface Signals intent data in outbound app sequence builders to drive intent-based targeting.
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Account 360 in Outbound Workflows
Embedded Account 360 view in outbound apps.
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QUALIFIED FOR ADVERTISING & ABM
UTM Parameter Tracking
See where the ad-clickthrough traffic is coming from using UTM parameter tracking.
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Paid Traffic Campaign Engagement in Visitor360 & Live View
Showcase actual ad assets and metadata for when a propspect clicks through an ad in Visitor 360.
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Paid Traffic Custom Routing & Alerts
Employ routing and alerts based on visitors clicking through paid ads.
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Paid Traffic Campaign Engagement in Signals AI Model
View the impact of ad-click throughs on the Signals model.
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Paid Traffic Campaign Engagement in Signals Account 360
Get insights on how an ad is performing against an account in Signals Account 360.
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Paid Traffic Visitor Segments
Visitor segments based on paid ad traffic.
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Native LinkedIn, Facebook, Google Tracking
Native integration with LinkedIn, Facebook, and Google to pull ad content and metadata.
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6sense Integration
Instantly reveal firmographic information about anonymous and known visitors on your site with 6sense, and bring segments, intent scores and predictive analysis data into Qualified.
i
Demandbase Integration
Instantly reveal firmographic information about anonymous and known visitors on your site with Demandbase.
i
QUALIFIED Signals
Maximum Salesforce CRM Users
The number of Salesforce users that will have access to buyer intent data in Salesforce.
i
N/A
100
Custom
Signals AI Predictive Model
Analyze hundreds of thousands of website data points to predict an account’s buyer intent.
i
Signals Account Temperature & Trend
See a customizable high-level overview of buyer intent for all accounts over time.  Quantify an account's buyer intent from 0° - 100°.
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Signals Account 360
View buyer intent at the individual account-level, including changes over time and a timeline of website events.
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Signals Account Timeline
Uncover account behavior and interest with a timestamped overview of every website event.
i
Signals for Salesforce
Surface Signals account overview data as a Visualforce component into Salesforce.
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Salesforce Custom Buyer Intent Dashboards
Build custom reports and dashboards in Salesforce to guide sales reps and their prospecting strategies.
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Signals Mobile and Slack Alerts
Prompt immediate action with custom alerts across channels like Qualified Mobile, Slack, or email.
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Signals Third Party Research Intent
Get a better idea of propensity to buy with third party intent and buyer categories.
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Add-on ($)
New ICP Accounts Identified and Pushed to Salesforce
Segment Accounts not in Salesforce using Ideal Customer Profile filters, and write the most relevant ones into Salesforce.
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Add-on ($)
QUALIFIED DATA SERVICES
Qualified Enrich
Automatically form a complete profile of a visitor (person and company data) after collecting only an email address.
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Qualified Reverse IP
Automatically identify company information from anonymous visitors on your site and match that data against Accounts in Salesforce.
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QUALIFIED PLATFORM - ADVANCED ROUTING
Customer Support Deflection
Automatically deflect customer support requests to support sites and/or create support cases via email.
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Onsite Visitor Routing
Make important accounts available for "Pouncing" and immediate conversation the moment a new visitor arrives.
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First Available or Round Robin Routing
Route inbound conversations to a queue (first come, first served) or round robin to your sales team.
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Firmographic Data Routing
Use company data (such as employee count, headquarters location, or industry) to route conversations to the appropriate individuals.
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Customizable Routing Rules & Fallbacks
Customize our out-of-the-box routing rules to work with your sales process, team structure, and territories.
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Outbound Sequence/ Cadence Routing
Dynamically route website visitors based on email senders from Outreach or Salesloft.
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Route by Salesforce Lead Ownership
Use Salesforce as the system of record and route conversations to the owners of new or existing Lead records.
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Route by Salesforce Contact Ownership
Use Salesforce as the system of record and route conversations to the owners of Contact records.
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Route by Salesforce Account Ownership
Use Salesforce as the system of record and route conversations to the owners of Account records.
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Route by Salesforce Custom Lookups
Route conversations to an individual identified by a custom User lookup field on any Salesforce Lead, Contact or Account record.
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Configurable Salesforce Routing Hierarchy
Customize the hierarchy of Salesforce object matching—like Contact, Lead, or Account—for your unique business requirements and nuanced implementations.
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Account-Based Related List Routing
Route to the correct Account Team Member role related to the target Account.
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QUALIFIED PLATFORM - FEatures
Salesforce Triggers & Branching
Trigger chatbots and create custom branching within experiences based on data you already know about a website visitor from Salesforce.
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Create or Update Salesforce Leads
Create new Leads or update existing Leads in Salesforce with full support for Salesforce data types and custom fields.
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Update Salesforce Contacts
Update data on any existing Contact in Salesforce with full support for Salesforce data types and custom fields.
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Create Salesforce Activity Records
Automatically add events on Lead, Contact, or Account records in Salesforce after a conversation with a full replay of the website visit and chat transcript.
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Unlimited Campaign Attribution
Attribute website visitors to one or multiple Campaigns within Salesforce.
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Salesforce Reports & Dashboards
Use our managed package with pre-built Salesforce Reports and Dashboards or customize them to fit your needs.
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Salesforce Fuzzy Account Matching
Fuzzy match all known domain sources (from ABM vendors and Reverse IP services) to Salesforce Accounts.
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Salesforce Contact to Account Matching
Automatically match website visitors to Salesforce Contacts and access all related Account data in Qualified.
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Salesforce Lead to Account Matching
Automatically match website visitors to Salesforce Leads and match all domain-related Account data in Qualified.
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Salesforce Target Account Lists
Create custom Salesforce Account lists (eg. target accounts, existing customers) and know instantly when they arrive.
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Salesforce Account Field Triggers
Trigger Qualified experiences based on standard or custom fields on Account records such as tier, company size, Account type, revenue, and more.
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Salesforce Universal Data Type Support
Support for core Salesforce data types including all standard fields, custom fields, lookup fields, formula fields, picklists, numbers, dates and more.
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Real-Time Salesforce Data Model Traversal
Support for real-time crawling of the Salesforce data model in milliseconds when visitors arrive on your site, without the need to sync data.
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Unified Experience with AppExchange Chat
A unified conversational experience of visitors on your site and the Salesforce AppExchange (for customers of Salesforce AppExchange Chat).
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Salesforce Opportunity Account Matching
Match website visitors to Opportunity records in Salesforce related to a known Account, and access all Opportunity fields in Qualified.
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Salesforce Opportunity Contact Role Matching
Match website visitors to Opportunity records in Salesforce related to a known Contact via the Contact Role, and access all Opportunity fields in Qualified.
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Salesforce Opportunity Triggers
Trigger Qualified experiences based on standard or custom fields on Opportunity records such as Close Date, Stage, or Opportunity Amount.
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Salesforce Sandbox Support
Connect Qualified to your Salesforce Sandbox for system configuration and testing before going into production.
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Salesforce Standard Related Objects
Personalize visitor experiences by accessing and reading data from any field on any standard object related to Accounts, Contacts, or Leads.
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QUALIFIED PLATFORM - Integrations
Salesforce Pardot
Integrate natively with all editions of Salesforce Pardot. For more product info please visit qualified.com/pardot.
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Marketo
Integrate natively with all editions of Marketo. For more product info please visit qualified.com/marketo
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Hubspot
Integrate natively with all editions of HubSpot. For more product info please visit qualified.com/hubspot
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Slack
Send important events (like VIP visitors, Leads, and target accounts) immediately to Slack via channels or direct messages.
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Microsoft Teams
Send important events (like VIP visitors, Leads, and target accounts) immediately to Microsoft Teams.
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Google Ads & Analytics
Send conversion events (engagement, conversations, Leads, etc) from Qualified to Google Ads & Analytics.
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Facebook Ads
Send conversion events (engagement, conversations, Leads, etc) from Qualified to Facebook.
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Microsoft Calendar
Integrate with Microsoft Office 365 calendar to book meetings via live chat, and chatbots on your site.
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Google Calendar
Integrate with Google Suite calendar to book meetings via live chat, and chatbots on your site.
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ZoomInfo Enterprise
Automatically turn any corporate email address into a complete business profile by integrating ZoomInfo Enterprise.
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ZoomInfo WebSights
Instantly reveal firmographic information about your anonymous and known visitors with ZoomInfo WebSights.
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Clearbit Enrichment
Automatically turn any corporate email address into a complete business profile by integrating Clearbit Enrich.
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Clearbit Reveal
Instantly reveal firmographic information about anonymous and known visitors on your site with Clearbit Reveal, and track ad clicks from Clearbit Advertising.
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Outreach
Get instant notifications the moment a prospect clicks through an Outreach email sequence and arrives on your website. For more product info please visit qualified.com/outreach.
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Salesloft
Alert reps the moment a prospect clicks through a Salesloft email Cadence and arrives on the site. For more product info please visit qualified.com/salesloft.
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6sense
Instantly reveal firmographic information about anonymous and known visitors on your site with 6sense, and bring segments, intent scores and predictive analysis data into Qualified.
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Demandbase
Instantly reveal firmographic information about anonymous and known visitors on your site with Demandbase.
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Eloqua
Integrate natively with all editions of Oracle Eloqua marketing automation. More info at qualified.com/eloqua.
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QUALIFIED Analytics
Out-of-the-Box Dashboards
An out-of-the box set of dashboards that show overall metrics including visitors, proactive and reactive conversations, and meetings booked.
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Sales Rep Leaderboards
See which reps are performing by stack ranking your team by availability, activity, conversations, calls, meetings, and conversions of Leads and pipeline.
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Experience Conversion Reporting
View a detailed set of conversion metrics for every website experience including engagement and conversions.
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Conversation Flow Analytics
Track step-by-step conversions and drop-off rates within every chatbot flow to spot opportunities for optimization.
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Visitor History Reporting
Build fully customizable reports that allows you to report and filter on the history of every website visitor.
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Qualified Pipeline & Revenue Dashboards
Get complete visibility into pipeline and revenue generation from your conversational program.
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Custom-Built Qualified Dashboards
Build entirely bespoke dashboards that track and organize the metrics that your company cares about.
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Custom-Built Salesforce Pipeline Dashboards
Your Salesforce-Certified Qualified Success Architect will create custom Salesforce dashboards showing pipeline generated and influenced.
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Custom-Built Salesforce Revenue Dashboards
Your Salesforce-Certified Qualified Success Architect will create custom Salesforce dashboards showing revenue generated and influenced.
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Pipeline Cloud Dashboard
Showcase how your ABM and outbound activities are performing to give visibility into the quality of your pipeline.
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QUALIFIED Enterprise Security
Safelist / Blocklist (Domains & Pages)
Explicitly allow or deny domains, subdomains, or specific pages on your site from triggering Qualified.
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TLS Encryption
Encrypt all communications including system messages, chat, and calls between your site and Qualified.
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Data Encryption at Rest
Encrypt all data at rest and in transit when using the Qualified platform.
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Enterprise Single Sign-on
Use SSO providers like Okta, Microsoft Azure AD, and OneLogin to provide single sign-on to Qualified.
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Add-on ($)
Configurable Cookie & Data Retention Policy
Determine the cookie expiration policy in visitor browsers and data retention policy on Qualified servers.
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CUSTOMER SUPPORT
Qualified University
Full access to Qualified's online documentation and learning center. Visit qualified.com/university.
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Email, Chat, & Zoom Support
Award winning support for all customers via email, chat and Zoom calls.
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Priority Support
All questions or requests for help go to the top of the queue for immediate response and resolution.
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VIP PROFESSIONAL SERVICES
Dedicated Account Management
A dedicated Account Manager will serve as a single point of contact to ensure your success over time.
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Dedicated Salesforce-Certified Success Architect
A dedicated Salesforce-Certified success architect will consult with you to establish and update your pipeline generation program.
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Full-Service Onboarding & Implementation
Receive 90 days of onboarding and implementation services from our Salesforce-certified success team. We'll align on your objectives and perform the entire implementation for you.
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Instructor-Led Sales Training Upon Implementation
Your sales team will receive in-person instructor-led training sessions when Qualified goes live.
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Ongoing Instructor-Led Sales Training
Your sales team will receive in-person instructor-led training sessions as you onboard new sales reps.
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Executive Strategy Reviews & Best Practice Workshops
Our team will meet with your executive sponsors to review business strategy and Qualified configuration, and will share best practices with your teams through in-person workshops.
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Full-Service Ongoing Account Optimization
Full-service year-round optimization of your Qualified account as your priorities, campaigns, and sales process evolve. We'll be hands-on with configuration changes, new feature rollout, A/B split testing and ongoing strategy.
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Add-on ($)
Add-on ($)
Business ROI & KPI Reviews
We'll meet with your leadership team and show you how Qualified is impacting your business with hard numbers around pipeline and revenue.
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Annually
Annually
On-Demand

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