94 results found
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Add ability to define business hours for Distro SLA
Distro SLA allows users to reassign out leads if a certain field hasn't been updated within a certain amount of time. Clients would love to be able to set the "working hours" to prevent a lead coming in close to end of day or after business hours from being reassigned. ie, lead comes in at 5pm with a 3 hour SLA. Instead of having that lead reassigned at 8pm and penalizing the rep for not working after close of day, they would like the lead to be potentially reassigned at 12pm the following day (3 business hours after 5pm).
1 vote -
Allow for Distribution based on Availability
Allow for Distribution based on availability in either Queues for Prospect Who Don't Take Action or in Distro.
There is research that says a lead has the highest intent within 7 seconds. Therefore, if Chili can distribute within 7 seconds, it should be able to distribute to only reps that are available.
Chili Piper is already looking at calendar availability of reps; therefore, it should be able to use that logic in Queues for Prospects Who Don't Take Action or in Distro.
2 votes -
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.
8 votes -
Show reassignment total in queue history reporting
Being able to see either who was reassigned a meeting +1 or was removed a meeting due to reassignment -1 would be helpful for reporting purposes in Chili Piper.
1 vote -
More Than a Single Router Re-Direct
We have the need for more than one router redirect if the appointment request is a current client and if the client is international and we do not service their area yet.
14 votes -
Have Round Robing determine what availability is shown to the client.
Leads are for closers and your closers are busiest. This lead system allows a potential client to select a time and then the round robin is based off who is available. This puts more appointments in less effective closers appointment books. My top Sales guy only received 3 leads out of like 60 because of this. You need to have an option to do either. If I cannot get this honed in with weighting and teaching my top sales guy how to leave the most sought after appointment times open to me, we will be canceling your product. I would…
2 votes -
Ability to an Exclusion List of Email Domains to Automatically Disqualify a Domain
In cases where competitors come inbound and attempt to waste our time this can be a nice to have feature that eliminates any possibility of a person on an excluded email domain from being able to schedule a meeting with your sales reps via Concierge - it would be a simple list of email domains that can be manually added or imported via CSV
1 vote -
9 votes
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Only show router test link if leads are created in SF
Hide router testing link if SF leads not generated to ensure that we can't attempt to test something that definitely won't work.
2 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.
82 votes -
Account for Vacation within an Ownership Queue
A setting that automatically sends owned accounts to a different qualified rep, when the account owner is on vacation.
11 votes -
Route Leads from Spreadsheet Upload
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 -
Conditional Redirects with Concierge
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.
12 votes -
Fuzzy Matching for Account Matching
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.
36 votes -
Setting to not allow public email domains in CP form submissions
Ideally, there would be a setting that doesn't allow email addresses with public domains (gmail, yahoo, etc.) to be submitted when going through booking links.
3 votes -
Create CP Form Fields without Linking them to Salesforce
Can it be possible to create form fields without having to link them to a field in Salesforce?1. The team wants to collect information that isn't always stored on a Lead or Contact.2. It's not scale-able for us to create a new field on Leads and Contacts for each data point the team wants to collect (i.e. Facebook URL, Facebook username, Facebook password, Twitter URL, Twitter password, EMR, etc).
5 votes -
Strict Round-Robin Distribution Option
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 .
58 votes -
Allow non-admins to view the queue distribution
Our reps would love to know when they are 'next' in the rota, and assume the rota is 'unfair' because the round robin calculation happens behind closed doors from their perspective.I'm sending them screenshots but would rather give them a window into the relevant queues.
5 votes -
Ability to bulk deactivate & reactive users from queues
We have a process that requires that SDRs be removed completely from routers when they are on PTO. They can not receive new leads even within their calendar availably when they are out on PTO. Because of this process, It would be great if we could remove and re-add users in bulk vs. having to go into each queue and do so manually.
1 vote -
PTO management and booking when PTO ends
Currently, when a rep who is in a queue has their calendar blocked off for PTO Chilipiper marks them as OFF and they are not selected in queues until their calendar block ends. For example, if I'm on PTO this week with my calendar blocked for all day events and someone is trying to book a meeting for next week, I won't be next in queue and am marked OFF, even though my calendar is empty the following week. This feature needs to be smarter and recognize that I'm bookable next week, even if my calendar is blocked today.
1 vote
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