Qualifying Questons
Toast Inc.
I developed a form building application that dynamically routes users depending on how they respond to questions and qualifies them for a phone call with a sales respresentative.
Qualifying questions is a React JS form builder that takes a JSON feed of questions and builds a dynamic form. It is integrated with salesforce to provide Sales representatives with an aggrregated view of information about the potential lead.
Timeline
3 Week Build
My Role
Lead Front End Engineer
Tools
Themes
Dynamic Routing | User-Experience
The Problem
Traditionally to purchase Toast, a user would request a demo on the Toast website and a sales associate would call them to qualify them for Toast products. During these phone calls, the sale associate would ask a number of questions about the role of the individual (Reastuarant Owner, Manager, Wait Staff, etc.), the type of restaurant the indvidual owns or works for, and the Toast products the individual is interested in. This task was time consuming and created situations where the sales associate would have to probe the individual for the necessary information about their restaurant.
The Solution
Create a streamlined process for gathering information about a user interested in demoing/purchasing Toast. After a user requests a demo of Toast, prompt them to complete a set of qualifying questions asking them about their restaurant. Additionally, once the set of qualifying questions is completed, allow the user to shcedule a time on a sales associates calendar to book their demo.
Goals
Build it to be dynamic allowing several different versions
Effectively track the compeletion and drop off rates
Increase Marketing Qualified Lead (MQL) to Salesforce Opportunity (Opp)
My Role
I was the lead engineer working on this application. I worked with our sales enablement team and design team to determine the set of requirements including the questions they wanted on each version of the form and how to route the user effectvely to the correct sales respresentative. In addition, I developed Qualifying Questions from the ground up using React JS.