AppExchange Chat allows you to connect live with real people on your listings and ultimately convert more leads. Before we dive into best practies, be sure you’ve completed the technical set up process outlines in the resources below.  

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• AppExchange  Chat Overview
• AppExchange Best Practices 
• AppExchange Set Up Library 

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The key to success with a new sales tool is building a strong foundation, and we’re here to help you do just that! Below are common questions, best practices, and considerations to help you structure your team, drive rep engagement and develop your reps’ chatting skills to ensure success with AppExchange Chat.

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Structuring Your Team for Success 

• How can I use engagement traffic to determine when my reps should be online?
• How many reps should be available at one given time? 
• What KPIs should I use to measure success? 

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Driving Rep Engagement

• How do I help reps understand the value of chatting and buy into using Qualified?
• How can I incentivize my team to drive chat engagement?

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How do I keep reps engaged with sporadic traffic on our listings?

• Enable Voice Alerts 
• Slack Alerts 
• Microsoft Teams Alerts 

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Developing Reps' Chatting Skills 

• What is Pouncing? 
• What does a good pounce rate look like?
• How do I coach my team to pounce? 
• How can I encourage reps to collaborate and share best practices while chatting?

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What resources can I provide my sales rep to learn more about pouncing best practices? 

• Pouncing Fundamentals
• Pouncing like a Pro
• Pouncing Masterclass

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How can I help reps be efficient when pouncing? 

• A Full Guide to Shortcuts
• Shortcuts to Get you Started
• Using Shortcuts
• Shortcuts From the Experts

We highly recommend requiring all reps to complete the Sales Rep Certification on Qualified University to learn more about pouncing, shorts cuts and much more!

You’re all set up, and your reps are chatting; now let’s see how things are performing! Metrics are great enablers for your team to stay on top of conversations and meetings, as well as WHO is on your listings. Below we’ll explore ways you can keep on track from your weekly KPI 1:1’s to full Executive and Revenue reviews!

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Reports and Dashboards 

• How do I create custom reports in Qualified?
• What's the difference between filtering by session v filtering by visitor?
• What types of things can I report on in Qualified?
• What type of reports can I use to build my dashboard?
• How do I create a customized dashboard?
• What type of data can I include in the rep performance dashboard?

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A/B Testing 

• How do I set up an A/B test, and how long should it run?
• How assess which experiences are performing better?
• How can I see engagement metrics within experiences?
• What KPIs or Engagement metrics have the most impact to drive ROI?

When A/B testing, think through testing some of the following: 

• Which experience greeting is most impactful? 
• What CTA’s drive engagement? 
• How can I use images and GIFs to drive engagement? 

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You are on a roll! You have mastered the experience builder, added some GIF’s and your engagement is on fire. You have created a testing and refresh process built into your quarterly process. So what‘s next? You have just scratched the surface. Below are resources and best practices to help you take The Pipeline Cloud the next level.

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Introduction to Power Boost 

Time to activate those Power Boosts of The Pipeline Cloud! Diversifying your listings’ engagement, drive more traffic and measure effectiveness with, Qualified for Advertisements, Qualified for Outbound, and G2 Clickthrough.

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• Intro to & Setup Qualified for Ads
• Intro to & SetUp Qualified for Outbound
• Intro & Setup G2 Clickthrough

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Taking Your Power Boost to the Next Level

Understanding WHO is on your listings allows you to report, and act and notify your sales team.  After picking which powerboosts you want to activate, create segments and Streams to support Ads, Outbound and G2 Traffic.

• How do I further segment listing visitors?
• How do I create Live Streams to notify sales reps of VIP visitors?

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Expand and Optimize Your Power Boost

You have all the tools you need for success. The last few tips bring us full circle. Use the following best practices to optimize your powerboosts!

• Create Bespoke Experiences to extend the digital story of your Ads
• Drive traffic to Lists from personal Ads and AMP | Banners
• Tailor Outbound Efforts to your listings and create bespoke experiences relevant to your audience
• Optimize Pouncing on Ad clicks and Outbound email Clicks

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