{"id":13713,"date":"2017-10-23T17:10:31","date_gmt":"2017-10-23T16:10:31","guid":{"rendered":"http:\/\/blog.intercom.com\/?p=13713"},"modified":"2020-07-30T12:57:09","modified_gmt":"2020-07-30T11:57:09","slug":"tips-for-lead-qualification","status":"publish","type":"post","link":"https:\/\/www.intercom.com\/blog\/tips-for-lead-qualification\/","title":{"rendered":"Qualifying leads for quality not quantity"},"content":{"rendered":"<p class=\"opening_paragraph\">The process of qualifying leads through live chat is a bit like dating or finding the right job.<\/p>\n<p>What it boils down to is discovering if you are a good match for them and are they a good match for you?<\/p>\n<p>On the Sales Development Representative (SDR) team at Intercom, much of our time is spent talking to website visitors who engage with us <a href=\"https:\/\/www.intercom.com\/blog\/live-chat\" target=\"_blank\" rel=\"noopener noreferrer\">through our messenger<\/a>. Our first step is to determine which of these leads to prioritize and route to a member of our sales team for additional guidance. Why is this important? Generally, we see higher ROI and close rates with leads who talk to an account executive.<\/p>\n<p>But we can\u2019t let every visitor through the door, so to speak. Our sales team doesn\u2019t have time to chat with everyone, nor should they aim to. As SDRs, our job is to get a sense of who is knocking at the door, and of those, who fits best or doesn&#8217;t fit at all. This process is called lead qualification.<\/p>\n<h2 id=\"define-your-ideal-customer\">Define your ideal customer<\/h2>\n<p>The first, and often the most neglected, step to effective lead qualification is identifying the characteristics of an ideal lead. Of course, this will look different at each company, so set some time aside to thoughtfully narrow this down (hint: it&#8217;s not &#8220;everybody&#8221;). At Intercom we used these questions to guide us through that process:<\/p>\n<ul>\n<li><b>What&#8217;s their goal for using your product?<\/b><span style=\"font-weight: 400;\"> Beyond simply asking about their use case, it\u2019s important to understand why. <\/span><\/li>\n<li><b>What&#8217;s their level or title? <\/b><span style=\"font-weight: 400;\">For example, are they a CEO or a summer intern? This could shed light on their decision making potential. <\/span><\/li>\n<li><b>In what industry do they work?<\/b> <b>Is it B2B, eCommerce, or B2C?<\/b><\/li>\n<li><b>How many employees work at their company?<\/b><\/li>\n<li><b>Where is their business located?<\/b><\/li>\n<li><b>At what scale do they want to use your product? <\/b><span style=\"font-weight: 400;\">For example, if they have a B2B messaging service, do they hope to send over 50 messages a month? <\/span><\/li>\n<li style=\"list-style-type: none;\"><\/li>\n<li><b>When do they want to implement your product<\/b><\/li>\n<li><strong>Are there any products or services your customers require to use your product?<\/strong><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Once you have a high-level sense of the types of leads you want to talk to, your team can select the most important qualification data you need from each prospect in order to filter the most promising leads.\u00a0\u00a0<\/span><span style=\"font-weight: 400;\">That said, you can\u2019t expect every prospect to offer up all of this information. Here are some principles to keep in mind when seeking this information, whether it\u2019s through live chat, lead form, email, etc. <\/span><\/p>\n<h3>If in doubt, leave it out<\/h3>\n<p>Asking your leads a large volume of unnecessary questions will turn them off. Only add data that\u2019s absolutely required to help your team understand who each lead is and whether they\u2019re a good fit for your business.<\/p>\n<h3>Be personal<\/h3>\n<p>Be smart about the questions you\u2019re asking a lead. Especially through live chat, talk to the human on the other end of the messenger like a human \u2013 that\u2019s what they are! Never write a response or ask a question in a way that you wouldn\u2019t say out loud on the phone or in person. Always try to make it conversational versus asking yes\/no questions. Provide context around what you\u2019re asking to avoid irritation or question fatigue. By sharing that context, you\u2019ll provide a better experience and build trust early on in the relationship.<\/p>\n<h3>Know when to stop<\/h3>\n<p>With that said, know when to stop asking questions. Time is expensive for both you and your lead, and a live chat conversation is very different from a phone call. Most of us look to live chat when we\u2019re short on time. Providing your lead with friendly, human and personal responses while gathering information will build rapport fast. Once they\u2019re on the phone with a member of the sales team, they can dive deeper into use case, timeline, budget and more detailed context.<\/p>\n<h3>Aim for a fast response time<\/h3>\n<p>Our reporting tools have shown time and time again that fast response time equals a higher likelihood of closing the deal and longer term success. This all starts with those responding to incoming chats. If you\u2019re a smaller company, this can be a big competitive edge for you when you\u2019re fighting for every lead.<\/p>\n<h3>Bots don&#8217;t replace humans<\/h3>\n<p>Different companies have different views on the use of bots, but we believe forcing website visitors to deal with a bot for an end-to-end conversation is a truly frustrating experience. That said, <a href=\"https:\/\/www.intercom.com\/blog\/bots-versus-humans\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">bots play a great tactical role<\/span><\/a><span style=\"font-weight: 400;\"> in collecting <\/span><i><span style=\"font-weight: 400;\">some <\/span><\/i><span style=\"font-weight: 400;\">data, but should never get in the way of creating real human connections and should <\/span><i><span style=\"font-weight: 400;\">never<\/span><\/i><span style=\"font-weight: 400;\"> manage an entire conversation. Bots are best left to focus on simple questions, like collecting a lead\u2019s name, company name and company size. After that, allow the humans to step in. Humans should ask questions that require empathy or longer, more in-depth answers (e.g. what goal they\u2019re hoping to achieve or how much they\u2019d like to spend on a plan).<\/span><\/p>\n<h2 id=\"dont-waste-time-with-low-quality-leads\">Don&#8217;t waste time with low-quality leads<\/h2>\n<p><span style=\"font-weight: 400;\">Attracting lots of website visitors is great, but it\u2019s only half the battle. To turn those visitors into dollar signs, sustainably, you need an effective lead qualification process to prioritize where your account executives devote their 1:1 time. Getting high-quality leads starts by knowing who you want to talk to, talking to them like humans (with or without a bot), and aiming for fast responses while interest is high.\u00a0<\/span><\/p>\n<p>Special thanks to <a href=\"https:\/\/intercom.com\/blog\/author\/zaraburke\/\">Zara Burke<\/a> for her help with this article.<\/p>\n<p><a href=\"https:\/\/www.intercom.com\/blog\/starter-kits\/lead-qualification\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2018\/10\/Lead-Qualification-Guide-CTA.png\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The process of qualifying leads through live chat is a bit like dating or finding the right job. What it boils down to is discovering if you are a good match for them and are they&hellip;<\/p>\n","protected":false},"author":269,"featured_media":13720,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"category":[1],"tags":[596,321,184],"coauthors":[595],"class_list":["post-13713","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-lead-qualification","tag-live-chat","tag-sales"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Qualifying leads for quality not quantity - The Intercom Blog<\/title>\n<meta name=\"description\" content=\"Focus on quality, not quantity, when qualifying leads through live chat. 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