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60 results found

  1. Create a Double Round Robin option so that an AE can be paired with any SE on a call

    90 votes

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    Investigating  ·  5 comments  ·  Algorithms  ·  Admin →
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  2. Anywhere a table is displayed in Fire, I would like the ability to sort by a column.

    My first priority would be Assets since they are where changes happen most often:
    - Teams
    - Distributions
    - Rules

    70 votes

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  3. 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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  4. 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.

    18 votes

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    Investigating  ·  0 comments  ·  Queues  ·  Admin →
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  5. The ability to redirect a personal booking link, for when employees leave a company but have emails out using personal booking links

    14 votes

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  6. 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

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  7. Enable team members and routing updates via CSV upload or API integration,

    8 votes

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  8. When reassigning a meeting, don't send out a cancellation notification to the prospect. only change the meeting owner to the new assignee - this way it doesn't effect the prospect

    8 votes

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  9. Text me now. The form currently has 3 options: "Call me now", "Start a video call", or "Schedule a meeting". We personally will not use "Start a video call". A preferred option for us and for our prospects is "Text me now" rather than a video call. So the client is in control of their experience by requesting to be called, texted or schedule appointment. We will upgrade our account from Concierge to Concierge Live w/ calling and texting if this feature becomes available. I'm sure I'm not the only one requesting it and that could benefit from it.

    8 votes

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  10. 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

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    Idea  ·  2 comments  ·  Algorithms  ·  Admin →
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  11. Ability to trigger a Distro router from another Distro router

    7 votes

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  12. Each time the round robin is reset, it starts over again from the top of this list of reps. This leads to reps at the bottom of the list often getting left out, an waiting all month / time period to be reached. It would be more fair if the round robin, even after being reset, would continue with the 'up next' rep in the list rather than bumping back up to the top.

    7 votes

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    3 comments  ·  Fairness  ·  Admin →
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  13. It would be so helpful if we could see the kind of record Chili Piper is routing in the notification emails, maybe by including the name of the router responsible. We are using Chili Piper for a few different use cases, so being able to differentiate would be so helpful.

    7 votes

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  14. I'd like to have the same ability as the Concierge router to duplicate existing paths

    6 votes

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  15. It would be fantastic to build out more customization in routers rather than always having to go in a straight line by rules. More complex routing options like A) branching (based off a single rule or if/then criteria) would make the organization and rule building within routers much easier to follow (and educate others on).

    Also, that ability to have rules trigger or route after another rule would be helpful. So basically first it checks for something like A) market segment and then B) checks territory. You could then build the secondary logic under the first branch to better understand…

    5 votes

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  16. 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.

    5 votes

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    1 comment  ·  Algorithms  ·  Admin →
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  17. 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

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    Planned  ·  0 comments  ·  Queues  ·  Admin →
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  18. Be able to either test either an existing or new lead contact in SFDC against your routing criteria and display a visual of what criteria that lead does or does not meet.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. I'd like to create a meeting queue, say, "Home Tour". This queue routes to different salespeople based on the user's location which we pass to Chili Piper. I'd like to be able to assign different team members to each location all within the queue.Something like the screenshot attached. This would be much cleaner for us than having to create 10+ queues for each market we are in and then add rules within each queue. As we expand, it's going to become a nightmare to look at and understand.

    5 votes

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    Idea  ·  0 comments  ·  Queues  ·  Admin →
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  20. There are data values from the User Object that would be helpful to use in routing rules. Things such as % attainment to pipeline, close rate, no show rate, etc, are all values that can be tracked in Salesforce. It would be fantastic to then have a way to turn those user insights into routing criteria when building rules.

    4 votes

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