67 results found
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1 vote
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Fallback when rep's are OOO in Concierge
Allow for coverage if a rep or reps are OOO in Concierge.
1 vote -
1 vote
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Mark held meetings that were unqualified to credit back a rep
Weighting in Salesforce and Chili Piper differ because in Salesforce it's based on meetings held whereas in Chili Piper it's based on meetings booked. To make it easier to have the two match, there should be a way in Chili Piper to mark a held meeting as unqualified and credit the user back a meeting. Currently we can credit back no shows - but not unqualified held meetings.
2 votes -
Allow configuring order based on recency when matching against opportunities
We use ownership rules heavily and our rules match against opportunities and their owners. Opportunities in our Salesforce instance can have different owners. Because Chili Piper randomly selects an opportunity to match against currently, this leads to inconsistency in terms of how the ownership rule is applied, which undermines the effectiveness of the rule. Please provide the ability to control the sort order in which opportunities are pulled back (or provide a sane default - always use the most recent opportunity based on the criteria) so that this rule can be relied upon.
2 votes -
Set fallback actions for when integrations disconnect
I wish when the status changed, there was a way to get an alert or automate a downstream change. If someone's calendar connection breaks, for example, we need to remove them from the cue. Right now, we just have to go into the user list and check everyone periodically.
1 vote -
Distro for Hubspot
Use Distro for Hubspot
4 votes -
Redirect links for deactivated users
The ability to redirect a personal booking link, for when employees leave a company but have emails out using personal booking links
9 votes -
Do not consider inbound meeting count if booked on a weekend/extra hours in the day
There is a situation in our org where the sales persons work extra hours/weekend currently with the round robin routing they will have to wait for others to catchup weightage that's no bounty for the extra effort for the sales people.
Is there a way to build a system that only consider round robin for the office working hours and extra hour/weekend meetings aren't counted?
2 votes -
Write to Salesforce custom field when matched L2A
Would love the ability to match a Lead to an Account and not route to the Account owner.
Being able to write to a field on the Lead object which indicate it's matched to a certain account but hasn't been routed yet.3 votes -
Double Round Robin
Create a Double Round Robin option so that an AE can be paired with any SE on a call
86 votes -
Facebook lead ad integration
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.
83 votes -
Move to another queue if ownership is unavailable for defined # of days
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.
9 votes -
Ability to automatically load balance meetings between reps POST BOOKING (and automatically reassign meetings)
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 -
Search all open opps for matching criteria
Search all open opportunities for a match to Queue criteria rather than just last modified.
12 votes -
Warning alert to super admins on sudden / dramatic decrease in form routing
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…
10 votes -
Ability to read a time stamp in Salesforce
Ability to read a time stamp in salesforce. For example 8:00 needs to be routed to an EST rep while 17:00 should be routed to PST rep
1 vote -
Include two "owners" in a meeting
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.
4 votes -
Ability to easily PAUSE reps from distirbutions for leave
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.
5 votes -
Mass queue updating/grouped queues for easy rule changes
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.
17 votes
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