Handoff Fire Benefits - What's New in Handoff

Upgrading from Handoff Legacy? We got you!

Our team will be aiding in getting all your Handoff assets over to the new platform. This article will give you all the details of what is available in your Handoff upgrade to the Demand Conversion Platform.

 

What is New For Admins of Handoff

Visual Flow Builder

Set up your routing with Handoff's visual flow builder for full customization of your team's Handoff experience. 

 

Round Robin, your way

Strict Round Robin lets you route in sequential order, while Flexible Round Robin shows combined availability.

 

Advanced Matching Hub

Utilize our Matching Hub to fully customize your Lead-to-Account Matching, person-to-lead/Contact matching, Opportunity, Case, Related lead, or Custom matching. Match leads to Accounts via domain identification. If there is more than one match, use filtering and tiebreakers to determine which Account the Lead will match to.


 

Route to a Team or individual user

Round Robin meetings amongst a Team or route everyone who matches a specific rule to an individual user.

 

Manage Rules in one place. Use them everywhere.

Rules, Meeting Types, Teams, and Distributions are all managed in one place — and they can be reused across Handoff, Concierge, Chat, and Distro.

 

A full suite of CRM actions

1. Update Lead/Contact/Account owner
2. Update field
3. Create Event
4. Add to Campaign

 

Only update ownership when it makes sense

Update Ownership in certain cases only.

 

Add other Team members to meeting invites

Add invitees to invites, taking their availability into consideration. For example, if you always want a solutions engineer to join a call — you can do that.

 

Automatic Catch-Alls

Make sure every Lead is Accounted for, even the disqualified ones. Our Automatic Catch-All feature ensures that nothing falls through the cracks.

 

Maintain fair Distribution across multiple Routers

In Fire, you can relate a Distribution to multiple different routing flows and products. So if you have a Handoff Router, a Concierge web form, and a Concierge email campaign — you can maintain fair meeting Distribution across all three.

 

Host Booking Limit additions

More advanced Host Booking Limit settings allow for reset time & timezone.

 

Handoff Live

Handoff a meeting with a prospect instantly by checking who is available now, in the territory, and up next in the Distribution

 

Cherry Picking Settings

Prevent your Bookers from selecting their favorite team members and only book with who is up next for a meeting with hidden rep selection settings.

 

What is New For Users of Handoff

Spicy new look

The Handoff Scheduler for end-users is centered around their calendar.

 

Easily switch between Handoff and ChiliCal

Instant Booker is now ChiliCal — with lots of updates. In Fire, you can easily switch between Handoff booking for others and ChiliCal booking for yourself.

 

Suggest times with Availability for All

Add additional internal guests within the Scheduler and Handoff automatically considers their availability when Suggesting Times.

 

Handoff Live in our Scheduler

Handoff a meeting with a prospect instantly by checking who is available now, in the territory, and up next in the Distribution.

 

Share your team's availability with one-click

No more clicking through your calendar to find a time that works. One-click is all it takes to share your availability with a customer over email with Chili Command ⌘ + M.

 

New Chili Chrome Extension

Quickly access Personal Links, Team Links, Round-Robin Scheduling Links, and the Scheduler from
any page.

 

Booker's Get Notified when the meeting is booked

When a Booker sends a Booking Link on behalf of someone else and they are not involved in the meeting, they now get notified that the meeting was booked and are aware of all the meetings they set up.