Chili Piper

Chili Piper has been a great solution for booking meetings directly from our website. Their Round Robin feature is great, especially the Assign to Owner feature for existing Accounts/Prospects.

The one-click scheduling links have been a huge improvement over our previous solutions as well. Previously a prospect would have to click on a link, fill in all of their information, then pick a time to meet. Chili Piper's one-click scheduling removes the form fill from the process; which has reduced duplicates and increased scheduling conversions.

The chrome extension is awesome too. We are able to insert meeting availability directly from gmail and even schedule a meeting right from a lead or contact page in Salesforce.

Scheduling a meeting between a prospect and multiple reps is a challenge. Currently when a prospect books a meeting Chili Piper only confirms the availability of one rep. This has caused some AEs to be double booked.

Admins do not have the ability to view individual user's meeting types, reminder templates, etc.

Meeting reminders are sent from [email protected], not from the AE assigned to the meeting.

The ability to use a Marketo form and Chili Piper scheduling and ensure proper one assignment happens in salesforce. In the instance that they would reschedule or open the link anywhere else the calendar of the rep who the lead belongs to's calendar will pop up for the prospect. Amazing.

I think the software user interface could use some improvements in getting around, sometimes its confusing, and sometimes the terms confuse me. Like assignee vs organizer. More help texts possibly for terms.

The structure of how the queues and the meeting templates are separate from the router really confuses me and I feel like if the meeting templates that were associated to its specific queues and inbound router were sort of bundled together, then it would be easier to manage. Sort of like a drill down format. Chili Piper can be used for so many different aspects of our org and because we want to capture data along each specific router and queue that it came through, we have multiple queues and it's stacking up.

Chili Piper has greatly reduced the time it takes to schedule services for customers, allowing us more time assisting them with their needs. The program is easy-to-use and integrates with many programs we already use today, including Zoom and Salesforce. We've reduced the level of effort to schedule 1 session from 12 steps and 4 programs to 2-3 steps and 1 program. The ability to use the tool as a booker for my team has improved work efficiencies and reduced workload.

The user interface could be improved a bit. Having the ability to manually select start and end times vs. drag and drop would be helpful. Having access to the assignee's profiles from the scheduling tool would be great so that you can easily identify home locations for ensuring cost effective travel. Also, being able to test the program in a sandbox environment would be ideal. It is difficult to test in the production site.