How PatientPop Used Chili Piper to Automate CSM Account Assignments

PatientPop is the leader in practice growth with the only all-in-one solution that empowers healthcare providers to improve every digital touchpoint of the patient journey.

Chloe Jillings, Manager of Customer Success at PatientPop, knew that her team’s process of assigning new accounts was broken. Managers were having to dig through Salesforce reports and manually assign accounts to CSMs while ensuring the workload was evenly distributed. This caused costly delays and potentially missed accounts.

Since implementing Chili Piper, the PatientPop CS team has been able to fully automate their account assignments. They created separate meeting queues based on criteria like the number of providers on an account, number of locations, partner status, and ARR, in order to automatically assign accounts to CSMs with the right experience and available bandwidth.

90% of PatientPops accounts now launch through a Chili Piper queue, meaning their “growth strategy call” is immediately scheduled on their calendar at the moment they finish implementation. This has increased CSM and CS manager productivity, allowing them to focus on strategically helping customers.

Results

90% of account assignments

... were automated through Chili Piper.

Time savings

Giving CSMs more time in the day to focus on strategically helping customers.

Eliminated spreadsheets

... with a sophisticated solution that allowed them to scale.

How?

Implemented Chili Piper across their entire CS organization.

Created meeting queues based on criteria like # of providers, # of locations, partner status, and ARR.

90% of their new customers now launch through the Chili Piper queue and are automatically assigned to the right CSM.

Chloe Jillings

Any individual in a CS organization that is trying to automate the process for assigning accounts, I would highly recommend Chili Piper. It’s really improved our productivity and allowed us to automate that whole process.

Chloe Jillings

Manager of Customer Success at PatientPop

See How Chili Piper Can Help You Automate Your CS Team

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