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How can we improve Chili Piper?

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5 results found

  1. Merit-Based Lead Distribution

    Customer's would like to be able to route leads based on merit. Essentially rewarding better reps for performance.

    1. Quota Attainment Pure performance against targets. Did you hit your number?

    2. Efficiency Metrics Close rates by deal type, sales cycle length, and conversion rates at each stage. How effectively do you convert opportunities?

    3. Quality Performance AI-powered analysis of pitch quality, demo effectiveness, and overall sales execution. How good are you at the craft of selling?

    These scores combine to create a dynamic ranking system that determines pipeline allocation for the following month.

    5 votes

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    2 comments  ·  Algorithms  ·  Admin →
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  2. Account for Vacation within an Ownership Path

    A setting that automatically sends owned accounts to a different qualified rep, when the account owner is on vacation.

    20 votes

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    Investigating  ·  2 comments  ·  Algorithms  ·  Admin →
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  3. Algorithm Reset Intervals

    ability to choose from a range of intervals in which the Round-Robin algorithm resets itself from the Workspace Settings ie., 1, 3, & 6 month intervals. This is for quarterly and semi-annual reporting purposes on their end.

    9 votes

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    Idea  ·  2 comments  ·  Algorithms  ·  Admin →
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  4. Make Round Robin reset override per distribution

    Currently the ability to reset Round Robin Fairness calculation resides in the Workspace settings. It would be fantastic if you could set an override on individual queues to make the reset happen more frequently, or less.

    2 votes

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    1 comment  ·  Algorithms  ·  Admin →
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  5. Allow for Distribution based on Busy/free availability of selected user

    Allow for Distribution based on availability in Distro

    Research says a lead has the highest intent within 7 seconds. Therefore, if Chili can be distributed within 7 seconds, it should be able to be distributed to only available reps.

    Specifically, if the user is in a meeting at the time of routing route to someone else.

    4 votes

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    0 comments  ·  Algorithms  ·  Admin →
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    AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

    We can route based on rep availability if they are out of the office and set fallback teams or users. But not yet the ability to do this based on specific meetings. IE if the rep is in a meeting during time of routing they will still be routed the lead at this time.

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