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How can we improve Chili Piper?

'Mark held meetings that were unqualified to credit back a rep' has been merged into this idea

Reporting: Fairness

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Disqualified Tag

Similar to the No Show Button. Allow assignees to tag meetings as "Disqualified" for meetings our reps have that do not meet our criteria for an opportunity and credit them back a meeting. This would be extremely helpful for our users to give feedback to marketing and SDRs and eliminate us having to create an opportunity in Salesforce just to simply closed/lost it immediately. Would also allow us to see which meetings are "Good", no showed, cancelled, and "disqualified"

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Marcos Hinojosa shared this idea  ·   ·  Report…  ·  Admin →
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  • Tobias Arndt commented  ·   ·  Report

    Hi, we have the same issue as we have three cases that are impacting the pipeline of a Rep. One being no-shows, the other being cancellation and the third being disqualified demos.

    For 1 and 2 we already have an automated calibration solution from Chilipiper, but for the third one we don't have a solution for now.

    There is always the possibility that a demo is scheduled via CP but it turns out that the prospect is looking for something else, or is not checking off our Quali criteria.

    This being said, I see two way to solve for this. Either we get a toggle like the "No Show" version for DQed demos, or an automatization is triggered when a deal is moved to Disqualified.

    THis action should then calibrate the related queues in Chilipiper, so we ensure that all reps get the same pipeline quality.

  • Ralph Nilssen commented  ·   ·  Report

    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.