50 results found
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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"
9 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.
2 votes -
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 -
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.
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 -
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.
5 votes -
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.
4 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.
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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 -
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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