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96 results found

  1. I spend a lot of my advertising budget on Facebook lead ads, but if I sent them to a Chili Piper page after to book a meeting with my team, they have to fill out the form again. Would be great to be able to enable a prospect to book a meeting after converting from a Facebook lead ad.. ideally directly in Facebook but it could also work on a thank you page I redirect them to... would just need to pass thru the info they already submitted so they don't have to refill a form.

    81 votes

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    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  2. Create a Double Round Robin option so that an AE can be paired with any SE on a call

    70 votes

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    Idea  ·  3 comments  ·  Algorithms  ·  Admin →
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  3. Currently we use weights to try to ensure reps are load balanced from a schedule perspective, however, we've found this to be insufficient and end up needing to manually reassign meetings between reps. We'd love for Chili Piper to be able to automatically reassign meetings between a pool of reps as schedules firm up.

    2 votes

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  4. Would prefer the option to show ONLY the calendar for the next rep in the queue. Classic round-robin distribution instead of combined availability of all reps in queue. rep1-rep2-rep3-rep4, then back to rep1-rep2-rep3-rep4. If a meeting no-shows or cancels, it is the rep's responsibility to get the meeting back on the calendar themself .

    32 votes

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    Idea  ·  1 comment  ·  Algorithms  ·  Admin →
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  5. Adding the ability to search on multiple factors for Account Matching in addition to just email domain. This would solve for situations where companies have multiple accounts for the same company (typically different country locations).An example would be searching based on email domain + another field such as country.This would also allow for matching to accounts for public email domains as well.

    31 votes

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    Idea  ·  1 comment  ·  Rules  ·  Admin →
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  6. Ability for clients to set a variable # of days that if lead matches to owner but owner is not available for X number of days, move to route through other queues. This would solve for vacation or extended OOO without manual intervention from Chili Piper POC and prioritizing booking the meeting over waiting for an owner.

    3 votes

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    0 comments  ·  Form Router  ·  Admin →
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  7. Dramatic decrease in Chili Concierge volume should send warning to super admins that something may be wrong - otherwise, if you don't hear from your reps or look in reports regularly you could miss tons of opps if say, a website change was made, or an integration was deployed on your site that you didn't realize would affect Concierge, or some other random event. Would be superior if the "dramatic" criteria could be set by the customer - such as if we see X percent decrease in x amount of time, or if we go 1 hour with no leads…

    8 votes

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    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  8. Search all open opportunities for a match to Queue criteria rather than just last modified.

    9 votes

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  9. When I edit the calibration for a user, there's usually a reason why. When my other admins go look and see I edit the calibration, it would be great to have a little note explaining the reasoning for editing the calibration.

    22 votes

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    Idea  ·  1 comment  ·  Queues  ·  Admin →
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  10. Turn on/off email notifications when leads/contacts are routed through Distro

    1 vote

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    0 comments  ·  CRM Router  ·  Admin →
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  11. Currently it is not possible to create a rule in Distro where "Date Field is greater than X Date." You have to create a formula field in Salesforce to calculate the UNIX date and then reference that field in your Distro rules. Being able to reference date fields directly opens up a lot of doors for routing and simplifies the process.

    4 votes

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    Planned  ·  0 comments  ·  Rules  ·  Admin →
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  12. After a conference, ability to use Chili Piper to upload a list of lead-scans to be distributed to reps via Chili Piper's routing logic.

    14 votes

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    Idea  ·  0 comments  ·  CRM Router  ·  Admin →
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  13. Be able to include one owner from X field in SF and another owner from Y field in SF on a meeting in a scalable way - ie, not by using a group booking queue.

    2 votes

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    1 comment  ·  Algorithms  ·  Admin →
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  14. Want ability to pause a rep in queues rather than individually remove from each queue. the main issue is with such a large sales org, there are a lot of instances where reps either forget to mark their calendars as OOO or unexpectedly have to go on leave, and the only solution for us is to completely take them out of each of the RR.

    3 votes

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    Investigating  ·  0 comments  ·  Queues  ·  Admin →
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  15. Chili can detect when a rep is on vacation and not book meetings for them during that time, but that rep will still receive unbooked leads via the round robin. Ideally, someone on vacation wouldn't receive these either and the only way around this is to manually remove people from the queues.

    12 votes

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    Idea  ·  1 comment  ·  Teams  ·  Admin →
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  16. Be able to query Salesforce based on Account Record Type when looking at ownership rules. For large companies with multiple account types only looking at 5 accounts isn't enough and the value will Chili Piper decreases over time as more accounts are added.

    1 vote

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    0 comments  ·  Form Router  ·  Admin →
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  17. Currently, any manual calibrations made to a queue are not automatically reflected in other queues across a group. An admin must instead add/remove meetings to every queue in a group manually to keep them balanced.

    2 votes

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    0 comments  ·  Fairness  ·  Admin →
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  18. As of today, Chili Piper can redirect upon specific actions - a meeting being scheduled, a prospect being DQ’d, etc. It would be great to be able to conditionally redirect based on their form-filled values.

    11 votes

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    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  19. When working with 50+ queues due to large territories or broad teams/larger organizations, updating queues becomes a tedious and time-consuming task. It would be great if you could group queues together, and change a queue setting or add/remove a particular rule from the entire group at a time. Alternatively, you could select from a list of queues which to update, and trigger a mass update without a specific group defined.

    11 votes

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    Idea  ·  0 comments  ·  Queues  ·  Admin →
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  20. Reps are picking other Sales People in my Ownership Routing Queues. I need to be able to make Ownership based routing queues strict.

    10 votes

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    Investigating  ·  0 comments  ·  Algorithms  ·  Admin →
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