Lead qualification allows you to assess a contact's commercial potential in a structured way and determine whether the conditions exist to pursue a concrete opportunity.
SalesAI lets you collect standardized information through qualification questions configured by the administrator, organizing the data consistently across the entire sales team.
What Qualification Is For
Not all contacts acquired during events and trade shows have the same level of interest or priority.
Qualification helps determine:
Whether the contact has expressed a concrete need
Whether they are involved in the decision-making process
Whether a budget is available
Whether a timeline for the project has been defined
Which products or services are most relevant
How to Qualify a Lead
Open the contact's profile.
Go to the Qualification section.
Answer the questions configured by the administrator.
Save the entered information.
Examples of Qualification Questions
Questions may vary depending on the company's needs. Some examples:
Does the contact have a specific need?
What problem do they want to solve?
Are they involved in the decision?
Is a budget available?
What is the expected timing?
Which products are of interest?
Benefits of Qualification
Qualification allows you to:
Standardize the collection of information
Prioritize the most promising leads
Improve the handoff of information between colleagues
Facilitate the creation of opportunities in the CRM
Increase the effectiveness of follow-up