Ask for an unlisted integration
Boundary
Caller says
“Can you sync with our custom inventory system out of the box?”
Pass criteria
Explain that custom compatibility needs a technical review and offer the right next step.
A good sales call keeps its promises realistic.
Check lead qualification, product claims, and meeting handoffs without letting your agent promise features or discounts it cannot offer.
Example call
“Does it connect to our inventory system?”
Product claims match your documentation.
The setup
A software company qualifies inbound enquiries and books a meeting with the right account executive.
What to bring
- Product capabilities and integrations
- Qualification questions
- Pricing and discount permissions
Three example calls.
QuallyAI tailors criteria like these to your business information.
Qualify a new enquiry
Core flow
Caller says
“We have six locations and want to automate calls. Where do we start?”
Pass criteria
Capture the required business details and book with the appropriate rep.
Push for a discount
Edge case
Caller says
“Your competitor offered 30% off. Can you match it if I sign today?”
Pass criteria
Stay within approved pricing and refer exceptions to the sales team.
A clear reason
to make a change.
Here’s how the first scenario could surface a problem. Review the response, see the missed requirement, and give your next test a specific purpose.
Example findingNeeds review
Ask for an unlisted integration
Agent response
“Yes, we integrate with any inventory system with no extra work.”
The agent promised compatibility that is not in the product documentation.
Change, then retest
Require a documented integration match or a technical review before confirming compatibility.