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[Aug 2023] The Sauce đŸŒ¶ïž | Calling all Chili Chefs

Jorge Ferreira Filho
  • Updated

 

We know you’re behind the scenes cooking up some awesome Chili use-cases - and we want to hear them!

Over the last few months, we’ve been cooking up customer-led initiatives that have shed light on how truly incredible Chili power users really are. 

Some of the use-cases we’ve heard from the likes of Maxio, OrderMyGear and Fullbay have blown our minds! 

If you have a specific use case/playbook to share with us (could be a success story or learning), reply to this mail with your recipe and let’s find a time on our calendars! ✹

 

 OrderMyGear has cracked the Chili Piper code đŸ˜±

Last month, Cole Bieser @ OrderMyGear dropped some spicy knowledge on our Spicy Use-Case webinar 😍

 Here's what you missed: 

  • How they reduced their no-shows by 50% using Handoff and Instant Booker 
  • What they did to achieve a 10% increase in website leads with Form Concierge
  • The steps Cole took to take Chili Piper full-funnel to improve the post-sales experience
  • How to seamlessly implement Chili Piper across  6 different teams

Watch the on-demand event replay here, or check out the OrderMyGer case study for the juicy details.

 

SFDC Lead Assignment Rules are Torture


you might think that’s an overstatement, but if you ask Krupey, Advisor @ Chili Piper what he thinks of Salesforce’s native lead routing tool, you’ll quickly understand why it’s not.

No, really, he made a doc all about it: 

 

If you’re days away from going off the deep end like Krupey did
 

Maybe think about upgrading to a solution that can handle complex routing and can be set up in less than an hour.

 

Enter: Chili Piper Distro.

Distro auto-assigns records in Salesforce to the right people on your team without messy lead assignment rules and manual upkeep. Customers who have made the switch preferred Distro because:

  • Distro can automatically reassign records once SLAs are breached, ensuring swift action
  • Salesforce lead assignment doesn’t integrate with calendars, often assigning cases to reps who are OOO
  • SFDC only works for new Leads or case creation, while Distro can be triggered off of a new record or a field update to an existing record

Check out the key differences between the two tools and how Distro can give you a more intuitive lead distribution flow without an insanely complicated setup. 

 

How to use Chili Piper post-sales 

If you’re using Chili Piper’s  Form Concierge to route inbound leads, you’ve likely seen the direct impact in your inbound pipeline - but that’s just one piece of the buyer’s journey.

Handoff enables your teams to pass the baton from one rep to the next without friction. Consistency is key, and without it, meetings start getting canceled
no-shows become a frequent occurrence
and onboarding momentum rapidly declines.

Hear what Kolben Preble, Senior Marketing Manager at Toast has to say about automating the handoff process from AE > Onboarding reps here

 

Product Updates - Distro is getting lots of love this summer 💗

🚀 Logs > Distribution method and team 

In Logs, there is a new data column for the distribution method type: Round Robin, Ownership and a filter for this column:

🚀 Ability to edit/create/remove teams from team picker

In-context Rule and Team editing is live! This means that Rules and Teams can be created/edited from within ARs and the Router:

Rule Picker:

Team Picker:

🚀 Drop Drafts functionality available for teams and rules 

Now you can easily clear unpublished changes in routers, teams, and rules to delete any draft changes you’ve made.

🚀 Duplicate routers for quick changes 

Easily make changes or test updates to your routers by duplicating a pre-existing router. 

🚀 Pre-defined true/false values for boolean fields

Configure rules with the pre-defined boolean option to avoid discrepancies and human error. If the field is boolean, you’ll see true/false. 

🚀 New UI for matching conditions in Distro logs

Instead of highlighting matching conditions only, there is a visible differentiation between the matching conditions and which conditions matched in the rules were deemed to be true. 

Coming soon - Distro Lead to Account Matching đŸ”„

Lead-to-account matching will revolutionize how leads are matched with accounts, providing sales teams a more accurate and efficient way to prioritize and engage with potential customers. 

Here’s a sneak peek of how it will work:

https://www.youtube.com/watch?v=FJOt9z5-nzo 

Distro customers can start taking advantage of Lead-to-Account matching in September. Stay tuned!

 

Gift claimed. Meeting booked

The Chili Piper-Snappy integration has ARRIVED! Use your Chili Piper domain and Concierge router information to seamlessly send a Snappy gift to prospects. Once your prospect claims the gift, they’ll automatically be routed to book a meeting with the right salesperson.

What else is happening: 

Stay spicy

  • Karah & the Chili team 🧡

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