Booking meetings, sending reminders, and allowing prospects to reschedule after missing a meeting were headaches for our entire SDR team. To a person, our SDRs are raving about how much easier their lives are after implementing Chili Piper
Here are some ways you can spice up your sequences and your qualified sales appointments with Chili Piper:
1.Get your prospect to accept your meeting invite while you’re on the phone
Once you got a prospect on the call, send the meeting invite in two clicks. And have them accept the meeting. Studies show that once a prospect took some action in your favor (as small as confirming the invite) – the likelihood of them taking more steps in the same direction is higher.
Chili Piper inserts a button in Outreach linking to the right calendar (the SDR for their own meetings, or the Account Executive for handoff meetings). A meeting template pre-fills all the details, including the corresponding video conference info. The meeting invite is sent natively from Google/Outlook Calendar. Once you experience this power you won’t want to book meetings in any other way.
Best of all, the meeting is created in Salesforce at the same time, with all the right information, assigned to the right rep, the right lead or the right contact.
This saves 10 minutes per meeting booked on average.
2. Make it fun, easy for prospects to book a meeting
We are all motivated by progress and task completion. It’s the reason why most of us like games so much, we like to see how we progress. Our brains get a boost of endorphins when we capture Pokemon or complete tasks. In the same fashion, prospects like to click on the meeting slots in the Outreach emails because it’s fun and it gets things done. Upon clicking, they get the meeting invite instantly in their inbox. And because they get some extra endorphins points they accept the invite on the spot too.
3. Restrict your booking interval
For most of us, the most important things that need attention are happening within one week span. The next quarter is always in a different box in our minds. Best salespeople already know this and they take advantage by creating the “deal momentum”. They make sure the time slots they propose are within reach. Some clients in the small business space, go as far as limiting the booking span to 48 hours. Deals move faster in the real world.
4. Create smart templates
Emergencies do happen, and so it happens sometimes that prospects don’t show up to meetings. Make sure you have a smart sequence in place for this scenario. If a meeting gets marked as no show, automatically activate the awesomeness and get those prospects back in business.
5. Include calendar links in your signature
You can make it easier for your customers to reach you and add a calendar to your signature. You can add your own URL (visible under my meetings settings) or a team URL (visible under online booking tab). The URL should contain the following parameter at the end to allow your prospects to book a meeting in one click.
See example below:
Same structure can be used in the body of the email, in an email template.
When the prospect books a meeting in one click because they are automatically recognized – the conversion rates are dramatically improved.
6. Stop a sequence when a meeting was booked
When a meeting is booked through Chili Piper a particular pre-set field on the lead/contact is changed. See which optional Salesforce fields can be added for this trigger at the end of the setup page. Use these fields as a trigger in Outreach to stop your sequences smartly:
6. Automate your reminders
Setup three important reminders :
- one day before if the meeting was not yet accepted
- one hour before
- 1 minute before with the conference details
You’ll manage your no shows like never before