Enterprise DNA

Sales and new business · Live demo

Demo qualifier

Answers product questions on the website, qualifies demo requests against the rules sales agreed and books the right account executive.

Web chatVoice Lead captureBookingIntegrationsYour knowledge
Live demo

Talk to Ruby at Quaywise

Quaywise is made up. Ruby is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

Enterprise buyers research on the website long before they talk to sales. When a head of operations asks a detailed question and gets a contact form, the demo request waits days, and account executives spend their week on calls that were never going to fit.

How it works

  1. Answers product, integration and plan questions from Quaywise's own docs
  2. Asks the qualifying questions sales agreed: company size, users, current process, CRM and timeframe
  3. Routes each prospect by company size to the right account executive and books the demo
  4. Points teams under 25 users to a certified partner
  5. Creates the lead in Salesforce with the full conversation attached

What it connects to

  • Salesforce
  • Calendar
  • Product documentation
  • Website chat
Sample conversation
  1. ElenaDoes Quaywise work with Salesforce and Okta? We're a commercial insurance broker, about 1,100 staff.
  2. AgentYes to both. Quaywise syncs accounts, contacts and deals both ways with Salesforce, and the Business and Enterprise plans support single sign-on through Okta. What would you use it for?
  3. ElenaOnboarding new commercial clients. Right now it's spreadsheets and email, and it takes about three weeks.
  4. AgentThat's exactly what Quaywise is built for. Roughly how many people would use it, and when are you hoping to switch?
  5. ElenaAround 300 users. Our current contract ends in March, so this quarter ideally.
  6. AgentThanks Elena. Rafael Ortiz looks after companies your size and can show you a 45 minute demo on Tuesday at 1pm or Thursday at 3pm Central. Which suits?

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.

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