How SaaSOptics Used Chili Piper Concierge to Double Their Inbound Pipeline

SaaSOptics is a subscription management platform that automates financial operations for growing B2B SaaS businesses.

With 60-70% of their inbound demo requests never making it to a booked meeting, Bryan Schuler, ABM and Marketing Operations Manager at SaaSOptics knew that a change was needed. Their inbound scheduling process required SDRs going back-and-forth with the prospect to qualify and schedule a meeting before they ever spoke with an AE.

Bryan implemented Chili Piper’s Concierge solution which allowed inbound prospects to pick a meeting time in the correct AE’s calendar immediately after filling out their demo request form. Behind the scenes Chili Piper qualified the lead, routed it to the correct AE, and booked the meeting in their calendar.

Since implementing Chili Piper, Bryan and his team have seen their book rate on inbound demo requests increase from 40% to 90%, resulting in 4x more sales meetings and double the amount of inbound pipeline per month.

Here’s a look at SaaSOptics’s new scheduling flow:


200% increase

in meeting book rate

2x increase

in inbound pipeline

4x increase

in sales meetings booked


Chili Piper turned a long back-and-forth scheduling process into an instant booking experience on the SaaSOptics demo request page.

SaaSOptics increased their book rate on inbound meeting requests from 40% to 90%.

Sales meetings increased by 4x resulting in double the amount of inbound pipeline produced by their marketing team.

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