Menene Samun Takardar Kwarewa ta Demo? Ta Yaya AI Ke Yin Ta cikin 10 Seconds

Tafin duba masu siye na B2B SaaS kafin su cire lokacin wakili - binciken matsayi, girman ƙungiya, kasafin kuɗi, tsarin lokaci, da dacewa da amfani. A 2026 nau'in ya motsa daga forms na kafin duba (ƙarfafawa, 50%+ faduwa) zuwa AI qualification a cikin duba (babu ƙarfin hali, 10-na biyu samu). Naoma yana duba masu siye yayin binciken kai tsaye. Gwada shi.

Wannan jagorar ya rufe abin da duba duba ke nufi, tsarin filin 4 wanda ke aiki don shigowa B2B SaaS, kuma me yasa duba da AI ke yin fiye da duba ta hanyar form.

Filin 4 masu mahimmanci don shigowa duba duba

Duk abin da ya wuce shine wuce gona da iri ga yawancin B2B SaaS:

• Matsayi - VP Sales, RevOps, Developer, CEO. Yana jagorancin gudana + saƙo na duba.
• Girman Ƙungiya - ƙarancin ACV sigina.
• Amfani - matsalar da suke magancewa. Yana jagorancin waɗanne fasali za a nuna.
• Tsarin Lokaci - "yana nazari yanzu" vs "yana bincike kawai" yana raba tsari.

Suna son kasafin kuɗi / izini / masu siyarwa masu gasa? Waɗannan masu duba mataki na ƙarshe ne. Kada ku tambayi a gaba game da shigowa.

Me yasa forms na kafin duba suke gazawa

Tsarin gargajiya: mai siye ya cika form na filin 10 → SDR ya duba → SDR ya yi rajistar gano kai tsaye na minti 30 → AE ya gudanar da duba bayan kwanaki 5-7. Faduwa a kowane mataki:

Haɗuwa: farawa daga duba forms 100, kuna samun dubura 8-15. A 1-3% mai ziyara-zuwa-duba, wannan shine dalilin da yasa "rajista duba" ke rugujewa.

Duba tsarin da ya fi kyau.

Yadda AI demo agents ke yin duba ta daban

Tsarin duba Naoma a cikin duba:

1. Mai ziyara ya danna "Fara duba" - duba yana gudana cikin sakan 10.
2. Naoma ta buɗe da "Tambaya mai sauri - menene matsayinka?" (mai siye ya amsa).
3. "Menene girman ƙungiyar ku?" (mai siye ya amsa).
4. "Menene matsalar da kuke ƙoƙarin magancewa?" (mai siye ya amsa).
5. Naoma ta daidaita gudana na duba zuwa waɗancan amsoshin a cikin lokaci.
6. Bayan duba, Naoma tana turawa tsarin bayanai (matsayi, girman ƙungiya, amfani, rubutu) zuwa CRM.

Kwarewar mai siye: duba ta halitta. Bayanai da aka samu: iri ɗaya da form. Juyawa: 6-20% vs 1-3%. Gwada shi.

BANT vs MEDDPICC vs sauƙi: wane tsari don shigowa?

Wuce-duba shigowa shine kuskuren #1. Fara da filin 4. Layer BANT/MEDDPICC don kiran tsakiyar-rufi. Kada ku yi amfani da MEDDPICC ga duba farko.

Tsari bisa ga duba

Abin da za a yi da kowane mai siye:

• Duba + shirya → hanyar haɗin kalanda ta AE a ƙarshen duba.
• Duba + bincike → jerin rennawa + abun ciki mai zurfi da aka rufe.
• Babu duba (matsayi mara dacewa) → hanyar haɗin matakin kai-hidima ko komawa ga abokin.
• Babu duba (lokaci mara dacewa) → rennawa na watanni 6, babu lokacin AE da aka ƙone.

Naoma tana tsara ta atomatik bisa ga amsoshin da aka samu a cikin duba. Duba shi.

Mataki-mataki: aiwatar da AI demo qualification a wannan watan

1. Mako na 1 - Tattauna filayen duba 4 ku + ƙa'idodin tsari.
2. Mako na 2 - Sanya Naoma SDK. Sanya tambayoyin duba.
3. Mako na 3 - Haɗa filayen CRM. Dama sakamakon tsarin Naoma zuwa HubSpot/Salesforce.
4. Mako na 4 - Fara aiki. Auna haɓakar juyawa vs tushen duba kafin form.
5. Watan 2 - Sake dubawa ƙa'idodin tsari bisa ga wane masu siye da aka duba suke rufe.
6. Watan 3 - Zubar da tsohon duba ta hanyar form gaba ɗaya.

Tambayoyi Akai-akai

Waɗanne ka'idoji suke da mahimmanci a cikin duba duba?

Matsayi, girman ƙungiya, tsarin yanzu, amfani, kasafin kuɗi, tsarin lokaci. BANT (Kasafin Kuɗi, Izini, Bukata, Lokaci) da MEDDPICC sune tsare-tsaren gargajiya. Yawancin ƙungiyoyin B2B SaaS suna buƙatar tambayoyi 3-5 kawai - wuce-duba kafin duba yana kashe juyawa. Naoma tana samun tsarin bayanai yayin duba, ba kafin ba.

Ya kamata in duba masu siye kafin duba ko yayin?

Yayin. Duba kafin duba (forms masu tsawo) yana kashe fiye da 50% na masu siye. Duba a cikin duba (AI agent yana tambayar tambayoyi 2-3 a cikin layi) yana karɓar bayanai ba tare da ƙarfin hali ba. Naoma tana yin wannan ta tsohuwa - duba yana farawa cikin sakan 10, duba yana faruwa ta halitta. Gwada shi.

Ta yaya AI demo agent ke kula da duba?

Daukan matakai uku. Daya, tambayi tambayoyi 2-3 masu gajere a farkon duba (matsayi, amfani, girman ƙungiya). Biyu, daidaita gudana na duba zuwa amsoshin. Uku, turawa tsarin bayanai zuwa CRM. Naoma tana yin duka ukun; mai siye yana fuskantarsa ​​kamar tattaunawa ta duba ta halitta, ba tambayoyi ba.

Menene mafi kyawun tsarin duba don duban shigowa?

Fiye da yadda kuke tunani. Matsayi + girman ƙungiya + amfani + tsarin lokaci ya isa don 80% na yanke shawara. Cikakken BANT/MEDDPICC ya dace da kasuwancin mataki na ƙarshe, ba shigowa ba. Naoma tana bayyana waɗannan filaye 4 ta hanyar tambayoyin duba na layi. Duba Naoma.

Shin duba yana cutar da juyawa?

Wuce-duba yana yi. Tambayar tambayoyi 10 akan form yana kashe fiye da 60% na dubawa. Tambayar 3 yayin duba kanta yana rasa kusan 5-10%. Dabarar ita ce lokacin da kuma yadda - ba ko. AI demo agents suna warware wannan ta hanyar motsa duba zuwa cikin duba.

Menene ke faruwa ga masu siye da ba a duba su ba a cikin AI demo flow?

Har yanzu suna samun duba, amma ba sa ƙone slots na kalanda na AE. Naoma tana tsara masu siye da ba a duba su ba zuwa rijistar kai-hidima, yawon shakatawa na samfur, ko shafin tsada. Masu siye da aka duba suna samun jadawalin AE. Babu wanda ya bata lokaci. Gwada Naoma.

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Duba yayin duba, ba kafin sa ba. Sanya Naoma cikin mintuna 60.