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BDR Qualification Screen Flow

Give your BDRs a guided, narrative-based qualification experience that ensures every step of your process is followed and captured consistently inside Salesforce. Our custom Screen Flow design transforms your qualification framework into an intuitive workflow, reducing missed steps and improving data quality.

moderate complexity12 hoursFeatured

Flow Types

Screen Flow

Target Roles

BDRSales OpsRevOpsSales Management

Use Cases

  • BANT, MEDDIC, CHAMP qualification frameworks
  • Digital research task integration
  • Google searches and LinkedIn checks
  • Business intelligence verification
  • Form and source metadata reviews
  • ICP and lead grading automation
  • Hot lead flagging and alerts
  • Cross-department escalations
  • Marketing feedback loops

Benefits

  • Guided narrative-based qualification experience
  • Consistent process execution
  • Reduced missed qualification steps
  • Improved data quality and accuracy
  • Seamless Salesforce field integration
  • Interactive step-by-step user journey
  • Automated research task incorporation
  • Scalable and repeatable process
  • Enhanced revenue organization alignment

Tags

lead qualificationscreen flowguided processbdrqualification frameworkdata qualityresearch tasks

Recommended Pricing

Primary Recommendation
Growth Build
$6,500
Build It
Alternative Options
Starter Build$3,500
Autopilot / Stage Gates$9,500
Bundle Suggestions
+ lead scoring routing
+ sla timers escalations
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