45 results found
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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 -
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 -
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 -
Improvements to "Default Booker" of a Meeting Queue
Long-winded lead-in:I am an admin user and my company primarily uses Chilipiper for Concierge purposes. As a best practice, we want to use the credentials of a system/not-actual-people users as the primary means of integrating SaaS services together (e.g. Salesforce <> ChilIPiper). This future-proofs our tools for when people leave the company or go on vacation etc.We have done that for Salesforce, but I also wanted to specify that the Default Booker in our meeting queue as that same system user. However, the email address associated with the system user is a Google Group alias (we generally do not…
18 votes -
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 -
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 -
Don't include reps on vacation for unbooked round robin
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.
13 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 -
Custom Object Routing
Being able to route custom objects via Chili Piper would be incredible!
12 votes -
Create Lead to Lead (L2L) Routing
Prospects and Customers love the Chili Piper L2A matching routing capabilities. Routing based on the website domain or the email domain is a highly valued feature that gives Chili Piper a competitive advantage. It will be amazing if Chili Piper can route with the same logic for Lead to Lead (L2L) routing. This would allow a Lead to be routed to the owner of another Lead that has the same domain. It could use the same logic of matching by website domain or individual email domain.Lean Data and other routing softwares' offer this. It would be great if Chili Piper…
11 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…
9 votes -
9 votes
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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 -
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 -
Assign Regions via CSV
When creating your territory queues, it would easier to just load a CSV with the countries, states, cities each Account Executive owns.
4 votes -
Add additional questions after routing with Concierge but before booking
Want to reduce friction by only asking for a couple criteria up front and then immediately showing the available times. After selecting a time, want to show additional questions BEFORE submitting. Basically the same flow as the standalone booking links, but with Concierge as well.
4 votes -
Rules Validation
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.
4 votes -
Assign team members to Routes within a queue
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.
4 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 -
Recognize invalid id= parameter in router
Right now if you provide an invalid value for the id query string parameter, the prospect books and fills out a form. But CP uses the bad id value to do the Salesforce lookup and an API error is generated. Would like CP to recognize this case and create the lead/contact instead
3 votes
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