[Nov 2023] The Sauce 🌶 | Real talk, no hype - here's how to thrive using AI – Chili Hub

If I hear one more time how AI is going to change the way we work without actual advice on how to leverage it…

This is an actual depiction of how I felt before Mutiny launched Surv-ai-vor. This campaign is a marketers dream, and I’m happy I get to watch their success from the sidelines 💜

Surv-ai-vor gave me access to advice from AI experts and CMOs plus daily challenges with legitimate workflows to use AI. And I’ve already upleveled my AI toolkit in just under a week.

If you haven’t registered, you absolutely should. If you’re playing along with me - reply back to this email and let’s swap notes 🖊️

Now that I’ve got all my AI excitement out of the way, let’s dive into the latest developments at Chili Piper!

The New Chili Billing Center

Last month we announced the first version of our in-app billing experience, giving super admins the ability to purchase additional licenses, new products and edit payment methods directly in the Chili Piper app.

Now super admins have access to the in-app billing center where you can manage your entire subscription in-app:

Super Admins will have the access to self-serve subscriptions and modify information such as billing address, company name, add billing contacts, modify payment methods, gain better visibility into historical invoices and visibility into upcoming renewals.

5 Distro use-cases to scale lead distribution

The way that Chowly, SwagUp and Albacross save up to 20 hours a week in admin time using Distro 🔥

We asked Chili power users the top Distro use-cases that reduced their admin time + delivered faster responses to their prospects. Here’s a great example from Alex Carstens in our Community Forum:

Here’s 5 more use-cases you can implement in Distro to save time handling routing and rules for leads and contacts.

Calling all Ops leaders: ClickUp Vision to Victory Virtual Summit 🚀

Connecting your company vision with departmental strategy and daily operations is key to organizational efficiency.

If you're a CEO, COO, PMO, or department leader, our virtual summit is a must-attend event. Join ClickUp on Nov 14th at 11 am ET to learn from experts at Miro, VMware, Lids, Henderson, and Vela Bikes on how to bridge strategy and execution for success in 2024 and beyond.

How to create awareness in the channels you can’t target directly

Not all audiences are readily accessible through social media on a daily basis, making it harder to target and prospect your buyers.

So where else do they hang out?

They’re found in communities. Forums. Associations. And there’s a good chance they’re talking about things relevant to your value prop.

Come hang with Andrei Zinkevich from Fullfunnel.io and our very own Arthur Castillo on Thursday, Nov 9 @ 10:00 AM ET to learn how you can leverage these communities for awareness, measure success and define engaged accounts.

New in Distro:

🚀 Lead to account matching Fields in Alphabetical Order
Now it’s easier to search for the field you are looking for:

🚀 Improve Search and Selecting Fields in Rules
Automatically start in the search bar, If only one result is shown allow user to use ‘Enter’ button to select the value, If more than one result is shown - allow tab to go down the list to select a value, if something is selected menu should close

🚀 Depreciation of Legacy Distro
Legacy distro will be deprecated on Nov. 1st - all customers have been migrated to Distro Fire 🔥

🚀 CRM Actions: Update Ownership Restrict Fields
Remove any invalid operations and restrict certain field types that cannot be used

🚀 Field Remove in Salesforce - Push Topic Error
If a field has been deleted in Salesforce, and that field has been used in 1 or multiple routers, previously the router would fail. This update provides a solution: If Distro detects that a field has been deleted in Salesforce and that field is used in Rules X and Router Y - we will now send an email notification to the Admin. In the Email, we will specify which rule and which router and reference the field.

🚀 CRM Action: Update Ownership Restrict Fields
This is an Important update to reduce admin errors! Previously when using the feature: “update Ownership”, you would get access to all fields on the object. This could result in some invalid operations.

🚀 CRM Action: Update multiple fields on the same object!
In the router, you can have multiple updates on the same object type. For example, you can now update the lead owner, update a field on the lead, and do as many other actions as you desire.

🚀 Improve search and selecting fields in rules
When opening the menu for object/field/operator/value in rules → automatically put cursor in the search field so user can start typing immediately:

If only one result is shown, allow user to use ‘Enter’ button to select the value
If more than one result is shown, allow tab to go down the list to select a value
If selected → menu should close

What else is happening:

Are MQLs a thing of the past?
Short-term metrics to track in Q4
Join us + M2 Growth Hour: Finding Balance and Protecting your Energy