What are you trying to improve?
Captures the use case rather than only a category.
For SaaS sales teams
Route each demo request by fit, intent, and timing.
Collect the buying context your sales team needs, apply explicit territory or requirement rules, and route strong, uncertain, and early-stage demand differently.
The problem
The next step happens before the decision context is clear.
A short “book a demo” form creates calendar activity without enough context for ownership, preparation, or self-serve routing. A qualification form should support the sales process without pretending that one automated score determines opportunity quality.
Qualification policy
Define what makes a demo useful for your sales process.
A qualified SaaS opportunity might have a relevant business use case, meaningful buying intent, a workable time frame, and the right routing context for the team. Company size can inform ownership, but it should not determine qualification by itself.
Example criteria
- Relevant business use case
- Buying role and intent
- Timing and urgency
- Territory or sales ownership
The sales team owns the policy. A strong SMB can qualify, an enterprise request can require review, and Qualyo applies the route the team defines rather than a universal score.
Questions
Ask only for information the decision uses.
Each question should support a rule, clarify contextual fit, or prepare the next conversation. More questions are not automatically better.
How does the team handle this today?
Adds current-process and replacement context.
How many people would use the solution?
Provides size context without assuming a segment.
What is your role in the evaluation?
Clarifies the respondent’s perspective and stakeholders.
When do you want a solution in place?
Adds timing and urgency.
What would you like to happen next?
Lets the respondent express demo, trial, pricing, or information intent.
Decision logic
Use certainty for rules and judgment only where it helps.
The saved graph controls the route. AI can evaluate nuanced context when you choose, but it never redraws the path or replaces an explicit business rule.
- Deterministic rule1
Apply explicit routing rules
Use fixed logic for territory, product availability, or another requirement with a certain answer. Never use company size alone as a fit verdict.
- Contextual judgment2
Interpret use case and intent
Use optional AI only where open-text workflow context or buying intent benefits from judgment across several answers.
- Outcome route3
Send demand to the right path
Route a strong fit to sales, an uncertain request to review, and exploratory demand to self-serve or nurture.
Routes
Qualification matters because it changes what happens next.
Route 1
If: Use case, region, buying intent, and timing match a sales-owned route
Strong fit → Demo or sales follow-up
The team gets relevant context and a defined owner, regardless of company size alone.
Route 2
If: The use case may fit but intent, ownership, or other context is incomplete
Needs review → Sales review
The automation does not invent certainty.
Route 3
If: There is no relevant business use case or active sales evaluation
Not qualified for live sales → Self-serve or nurture
The respondent can move forward without a forced meeting.
Interactive example
Experience a short question, decision, and route.
This local example demonstrates the policy shape without collecting respondent data or pretending the sample criteria are universal.
Illustrative local routeNo personal information requested
Route a sample SaaS demo request.
Choose three non-personal buying signals. Company size provides context in this example, but it never disqualifies a request by itself.
This example uses fixed in-page logic. It sends no answers, saves no responses, and makes no qualification or AI request.
Company profile
Choose a signal
Use case
Waiting
Buying intent
Waiting
Step 1 of 3
Which company context should the sales team use for ownership and preparation?
Recommended qualification flow
Start with the multi-path inbound routing flow, then make the policy yours.
Product boundaries
Know what Qualyo covers and where the workflow continues.
Supported in Qualyo
- Classic and one-question-at-a-time delivery share the same saved questions and routes.
- Choice routing, Logic cards, Router cards, and ordered edges keep the decision path inspectable.
- An optional AI Qualifier can evaluate earlier answers, with an explicit automatic fallback when AI is unavailable.
- Every route can finish with a tailored ending or redirect. Completed submissions can separately trigger the form’s configured notifications and webhooks.
- File-upload and drawn-signature questions collect supporting responses; each file is limited to 15 MB.
Boundaries to design around
- Qualyo does not provide a native calendar integration. Use an ending link to open your external scheduling page, or a webhook to send the completed inquiry to your existing workflow.
- It is not a CRM, marketing-automation platform, or product-led onboarding system.
- AI qualification should not be described as a certain score, conversion predictor, or autonomous acceptance decision.
Production checklist
Test the policy, fallback, and every ending.
Preview both delivery modes and use representative strong-fit, uncertain, and non-fit answers before publishing.
- 01
Start from Demo request.
- 02
Write territory and segment rules as fixed logic.
- 03
Ask only for context the route or sales conversation uses.
- 04
Configure optional qualification and a fallback.
- 05
Map every ending to an owner or self-serve asset.
- 06
Test payloads, notifications, mobile completion, and every route.
Frequently asked questions
Questions about Qualyo for saas sales teams
Can Qualyo route different demo requests to different endings?
Yes. Use choice routes, Logic cards, Router cards, and tailored endings for segment, region, use case, timing, or other explicit rules.
Can it send lead data to our CRM?
Every plan can send complete submission data by webhook to an endpoint or automation workflow you control.
Does Qualyo provide AI lead scoring?
Qualyo can evaluate earlier answers against owner-written qualification criteria and produce qualification output and summaries. Public copy should not present this as a certain numeric conversion score.
What if AI is unavailable during a demo request?
The form immediately follows the automatic qualify or disqualify fallback chosen for the Qualifier. Static form submission remains available.
Can sales teams use a normal classic form?
Yes. Classic and conversational delivery use the same saved questions, validation, routes, and response model.
What does a paid plan add for a sales workflow?
Paid plans add larger monthly AI bundles, custom domains, logo upload, branding removal, and fast AI mode. They start at $49 per month for 250 AI conversations.
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