Associate Chili Piper meetings with pipeline created and display pipeline impact in the dashboard
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Mike Lasap
There's no way to connect meetings booked through Chili Piper to the pipeline they generate. Admins who need to demonstrate ROI or understand which meetings are driving revenue have to manually cross-reference Chili Piper activity against CRM opportunity data.
Automatically associate meetings booked through Chili Piper with opportunities created or progressed in the CRM, and surface a pipeline impact view within the Chili Piper dashboard showing the value attributed to meetings booked through the platform.
Proving Chili Piper's ROI is an ongoing challenge for ops and RevOps teams justifying the investment. Native pipeline attribution closes the loop between booking activity and revenue outcome, making it possible to report on the business impact of Chili Piper without building a custom data model externally.
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Stephanie Schappert
Chili Piper's current reporting only shows the bare minimum, such as meeting conversion rate (CVR). For our business, that's a very top-of-funnel metric and more of a vanity metric.
Because of this, we've had to invest significant resources to build reporting outside of the tool in order to track the full funnel: MQL → Opportunity Created → Opportunity Stage → Opportunity Closed Won.
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Kristin Fretz
Stephanie Schappert exactly what I'm running into. Very frustrating having to make so many custom fields just to get simple Pipeline Conversion reporting from Chili Piper.