68 results found
-
Query Salesforce based on Account Record
Be able to query Salesforce based on Account Record Type when looking at ownership rules. For large companies with multiple account types only looking at 5 accounts isn't enough and the value will Chili Piper decreases over time as more accounts are added.
1 vote -
Apply manual calibrations to all distributions in a group
Currently, any manual calibrations made to a queue are not automatically reflected in other queues across a group. An admin must instead add/remove meetings to every queue in a group manually to keep them balanced.
2 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 -
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 -
Add Details to Email Notifications to Assignees
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.
4 votes -
Distribute to the same rep the calendar was shown through DTA
When the calendar loads after filling out the form of an Inbound Router through Concierge, we start the ownership update upon the lead creation at this moment for the rep the meeting will be booked with.
However, if the prospect takes longer to book the meeting, they can be reassigned to a different rep through the QFPWDTA.
The goal is that if the same queue is enabled on the Scheduling Queues and QFPWDTA, we should assign and distribute the lead/contact to the same rep.3 votes -
Sales Level Agreements from Distro Available Elsewhere
We did a demo of distro and my biggest takeaway was the SLA actions tool. We've been working on that in our org separately and the tool accomplishes a couple of things that would be useful on their own or tied to concierge as well. The time dependent actions can be really difficult to set up inside a CRM on its own and that would really simplify that process. Also being able to schedule slack reminders would be a huge benefit for everything we currently use.
1 vote -
Either Deny Ability to Pull "Unavailable" Rep from HH Queue or Designate in Reports
We run into a common problem with very small queues (for example, our AE1s, of which we have <20) and during certain times of day (i.e., morning huddles or lunch periods) where the queue itself is devoid of "Available" reps. When this happens, we have a separate process we would like our SDRs to follow to find a warm body for the live transfer; however, in their haste, they often do not even notice that the queue is empty and suggesting an "Unavailable" AE -- and will pull them out of rotation when they cannot take the call. When this…
2 votes -
Remove calibration impact of removed users
Remove the calibration-effect of a user if they're removed from the queue
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
4 votes -
Allow non-admins to view the distributions
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 -
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.
5 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 -
Adjust Current Level calibration
If a queue is built out with weighting, lets say one rep is 5 meetings for everyone elses 1, when calibration "current level" resets to zero, as soon as they take one meeting we bump the other person up next in the queue because the person set to 500% is at .2 level which is higher than zero. Customers (home depot for example) want the reps set to 500 to take 5 meetings before allowing the other rep to take one. we should set calibration up to understand this
5 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 distribution
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 -
Salesforce Queue
There is no way to identify if a SF record is owned by a queue. None of the drop down options allow for recognizing a record owned by a queue in SF when building out queue rules.
1 vote -
Allow for Distribution based on Busy/free availability of selected user
Allow for Distribution based on availability in Distro
Research says a lead has the highest intent within 7 seconds. Therefore, if Chili can be distributed within 7 seconds, it should be able to be distributed to only available reps.
Specifically, if the user is in a meeting at the time of routing route to someone else.
3 votesWe can route based on rep availability if they are out of the office and set fallback teams or users. But not yet the ability to do this based on specific meetings. IE if the rep is in a meeting during time of routing they will still be routed the lead at this time.
-
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 -
Add hide_x=true option to Marketing.js
When implementing Chili Piper across different pages, we would like to have the option to hide the X for some popups (e.g. when embedded in a DOM element), and not for others. Currently, this is only achievable using the REST API or with CSS for the entire workspace. It would be very useful to have a JS option for the JS API to hide the X.
3 votes
- Don't see your idea?