Routing
Automatically assign leads and route meetings to the right reps based on account ownership, round robin, and more
Segment your reps into specific meeting queues based around routing rules that you define.
Every lead is qualified in real-time and assigned to a single rep in a specific meeting queue.
Only the assigned rep’s calendar is displayed for scheduling, through Instant Booker or Concierge.
See how Routing can help you automate lead assignments and increase your speed to lead.
Our lead distribution software qualifies and routes leads to the right rep and serves up the right calendar every time a meeting needs to be booked.
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Say goodbye to manually qualifying leads. Use the information collected through your web form to instantly qualify and route inbound leads while freeing your SDRs to focus on hunting new ones.
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Build intelligent routing rules that automatically assign leads to the correct rep based on a combination of fields, including territory, company size, account ownership, and more.
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SDRs can use the Instant Booker plugin to quickly assign and book meetings with outbound leads. Powered by our lead distribution system, it automatically assigns the meeting and lets them book directly in the right rep’s calendar.
Make spreadsheets a thing of the past and ensure even pipeline distribution across your sales team with flexible round robin routing.
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Ensure fair lead distribution by automatically cycling through a group of sales reps whenever a new meeting is booked.
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Customize your round robin setup to automatically account for cancelled meetings, no shows, vacations, and varying quotas across your sales team.
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Sales managers and revenue operations can easily monitor how many meetings reps have received, how the round robin is being calculated, and who is next within a queue.
Our lead distribution software helps revenue ops remove bottlenecks by automating how leads are qualified and distributed.
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We know lead assignment can get complex and simple round robin won’t always cut it. Our intelligent lead routing software uses rules and meeting queues to let you tailor a distribution strategy to your unique needs so meetings are assigned to the right rep every time.
Chili Piper has a powerful Salesforce integration, allowing you to automatically create new contacts and update Salesforce fields as meetings are booked. You can also relate meetings to cases and any custom object.
Easily monitor how meetings are being distributed and build reports in Salesforce to better understand and optimize your lead to meeting conversion rates.
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Increase your speed to lead, start automating your lead distribution now
We figured out how to instantly qualify and route a lead without sacrificing engagement. This was a game-changer.
15% increase in revenue
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As an operations guy trying to remove friction from my revenue team members' days, Chili Piper has been a big win.
15% increase in revenue
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Qualify and assign leads based on Salesforce fields like territory and account ownership.
Distribute inbound meetings to the right rep every time.
Distribute leads automatically (and evenly) to your entire team.
Make it easy for SDRs to book handoff meetings with the right AEs every time.
Automatically adjust meeting assignments to keep round robin fair when reps are away.
Easily coordinate multiple calendars to make group booking easy.
Eliminate manual data entry and cut down on admin time.
Integrate with GSuite and Outlook365 to seamlessly schedule appointments.
See Chili Piper in action.
