Chili Piper is an appointment scheduling platform that integrates with Salesforce to enable businesses of all sizes to manage as well as schedule meetings, phone calls and attend live chat requests. An automated solution, Chili Piper integrates with web forms to allow prospects and customers to set up meetings, appointments, manage multiple calendars and reschedule meetings. Additionally, it enables businesses to create custom rules to qualify leads, then uses territory assignments, account ownership, and round robin rules to ensure requests are routed to the right person in real-time.
Chili Piper automatically logs all events into Salesforce and provides a visual dashboard for a detailed view of meetings, including number of requests, successful meetings, no-shows, cancellations, rep notes, time stamps and reschedules. The platform allows for grouping of specific reps such as account managers, product managers, and customer success reps for specific meetings, and displays these groups on the dashboard.
Chili Piper uses Concierge assistant, a JavaScript snippet that integrates with web forms to qualify leads in real-time and helps prospects view available time slots and dates to book a meeting or request a phone call from a sales rep. The platform allows in-app scheduling and real-time call routing to enable the users connect with the right rep within the web application. Additionally, it integrates with various sales engagement and marketing automation tools such as HubSpot, Eloqua, Marketo, SalesLoft, Serenova, Gmail and Microsoft Outlook.
Working with Chili Piper has been a great experience. Our processes are very unique and their team has been great at helping us configure their app to do what we need. We still have some issues that we are trying to resolve, but to be fair we haven't had the time to work with their support on a solution.
Overall Chili Piper is a great product with a growing list of features. If you have time to work with their awesome support team you can get a really great scheduling process in place. We love our and know it will only get better once we can dedicate the time to properly setup all of the extra features.
Working with Chili Piper has been a great experience. Our processes are very unique and their team has been great at helping us configure their app to do what we need. We still have some issues that we are trying to resolve, but to be fair we haven't had the time to work with their support on a solution.
Overall Chili Piper is a great product with a growing list of features. If you have time to work with their awesome support team you can get a really great scheduling process in place. We love our and know it will only get better once we can dedicate the time to properly setup all of the extra features.
Pros Chili Piper has been a great solution for booking meetings directly from our website. Their Round Robin feature is great, especially the Assign to Owner feature for existing Accounts/Prospects.
The one-click scheduling links have been a huge improvement over our previous solutions as well. Previously a prospect would have to click on a link, fill in all of their information, then pick a time to meet. Chili Piper's one-click scheduling removes the form fill from the process; which has reduced duplicates and increased scheduling conversions.
The chrome extension is awesome too. We are able to insert meeting availability directly from gmail and even schedule a meeting right from a lead or contact page in Salesforce.
Cons Scheduling a meeting between a prospect and multiple reps is a challenge. Currently when a prospect books a meeting Chili Piper only confirms the availability of one rep. This has caused some AEs to be double booked.
Admins do not have the ability to view individual user's meeting types, reminder templates, etc.
Meeting reminders are sent from reminder@chilipiper.com, not from the AE assigned to the meeting.
Our experience with Chili Piper has been great, and has moved us completely out of spreadsheets and onto the computer for distributing meetings. We never have to worry about a spreadsheet being outdated or incorrect, our SDRs just assign meetings to the AE that shows up next in Chili Piper. Since we've been a customer, we've seen new features launched, and I always appreciate how willing the Chili Piper team is to help with support and hear ideas for additional features. I highly recommend Chili Piper to every SDR team.
Our experience with Chili Piper has been great, and has moved us completely out of spreadsheets and onto the computer for distributing meetings. We never have to worry about a spreadsheet being outdated or incorrect, our SDRs just assign meetings to the AE that shows up next in Chili Piper. Since we've been a customer, we've seen new features launched, and I always appreciate how willing the Chili Piper team is to help with support and hear ideas for additional features. I highly recommend Chili Piper to every SDR team.
Pros I love that we can have multiple queues/round robins, that we can set queue criteria based on Salesforce data, that we can customize weighting of recipients "distribution", that Chili Piper automatically creates and updates calendar events in Google and Salesforce, that we can set reminder emails, that the distribution formula takes cancellations and no-shows into consideration when determining weighting, that we can insert suggested times into email bodies so prospects don't have to click into a calendar link, the SalesLoft integration, and that we can use contextual tags to insert names/values.
Cons I really wish we could cancel or edit scheduled email reminders, and I wish email reminders came from our users' email addresses instead of a Chili Piper email address.
Their support and staff are amazing, always going above and beyond to ensure that we have whatever it is we needed where it's locating certain function, how to create a feature etc. Always providing helpful best practice advices not only for Chili Piper but for our other tools that have some sort of contact to Chili Piper. In a day and age where there are so many new and exciting Martech tools to learn and go through on a daily basis, to have this sort of support and amazing people to work with, seals the deal. SHOUTOUT TO OUR REP! Always a pleasure :)
Their support and staff are amazing, always going above and beyond to ensure that we have whatever it is we needed where it's locating certain function, how to create a feature etc. Always providing helpful best practice advices not only for Chili Piper but for our other tools that have some sort of contact to Chili Piper. In a day and age where there are so many new and exciting Martech tools to learn and go through on a daily basis, to have this sort of support and amazing people to work with, seals the deal. SHOUTOUT TO OUR REP! Always a pleasure :)
Pros The ability to use a Marketo form and Chili Piper scheduling and ensure proper one assignment happens in salesforce. In the instance that they would reschedule or open the link anywhere else the calendar of the rep who the lead belongs to's calendar will pop up for the prospect. Amazing.
Cons I think the software user interface could use some improvements in getting around, sometimes its confusing, and sometimes the terms confuse me. Like assignee vs organizer. More help texts possibly for terms.
The structure of how the queues and the meeting templates are separate from the router really confuses me and I feel like if the meeting templates that were associated to its specific queues and inbound router were sort of bundled together, then it would be easier to manage. Sort of like a drill down format. Chili Piper can be used for so many different aspects of our org and because we want to capture data along each specific router and queue that it came through, we have multiple queues and it's stacking up.
Chilipiper has allowed us to grow up a bit with respect to our opp distribution from SDRs to AEs. The fact that we can assign percentages of distribution is a nice feature that if used properly can make a real impact in how many deals we are able to close on a monthly basis. Customer support tends to be pretty quick and I enjoy seeing the company grow along with us.
Chilipiper has allowed us to grow up a bit with respect to our opp distribution from SDRs to AEs. The fact that we can assign percentages of distribution is a nice feature that if used properly can make a real impact in how many deals we are able to close on a monthly basis. Customer support tends to be pretty quick and I enjoy seeing the company grow along with us.
Pros I like the interface and the intuitiveness is second to none that I have seen in the industry. I really appreciate how I am able to put my calendar's availability in emails to send to prospects, it looks great and works exceptionally well.
Cons The lack of customization on the admin side. The fact that I can't order assigned meeting queues once they have been established just seems silly. A company's need changes consistently and we shouldn't be forced to delete meeting queues to have the order we want.
Chili Piper has helped us no longer waste time and lose demos from the website or no shows.
Pros Chili Piper allows us to streamline the workflow of prospects and SDRs scheduling demos with AEs, adding security they will happen. With a few clicks our SDRs can book a demo for the right AE which is then automatically synced with Gcal, Salesforce and Zoom. For any visitors on our website it is even easier to book a demo when they want - unbelievable there are still companies that don't make it easy to speak with them.
Cons Because Chili Piper facilitates an efficient process syncing various different softwares, there may be issues when one of them is off or not synced correctly once in a while. Not a problem caused by Chili Piper though and the team is always there to support in these instances.
• Chili Piper integrates with Salesforce and allows prospects to manage as well as reschedule meetings, helping to reduce the number of missed meetings.
• The tool integrates with Google and Microsoft 365 Calendar, to display available meeting slots and help prospects keep track of appointments.
• Chili Piper enables businesses to create custom rules for qualifying leads and distributing to the right sales rep along with email and text notifications for appointments.
• A Round Robin feature in Chili Piper assigns meeting requests based on territory, nature of appointment, and time slot, to ensure that the right person or people are assigned to the prospect.
• Chili Piper's one-click booking enables businesses to schedule an appointment with a suggested time and date via email links.
FAQs for Chili Piper
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