Concierge Everywhere - Partner Integrations

Arthur Castillo
August 1, 2023
min to read

Concierge Everywhere - Partner Integrations

Arthur Castillo
August 3, 2023
min to read

Intro 

Form Concierge is known to double inbound conversion rates for customers. But its a little less known for its different integrations that can be used throughout the entire customer journey. That’s why we created the Concierge Everywhere campaign, highlighting the unique partner integrations you can use to reduce buyer friction and drive revenue through different channels. 

This article takes a closer look at how Chili Piper works with various platforms like G2, PartnerFleet, Ada, Snappy Gifts, and Chameleon. 

From scheduling demos directly on a product page to making it easier to connect with vendors in a marketplace, these integrations offer practical solutions for businesses. We'll explore how each integration functions and the real-world problems they solve, providing a clear understanding of what's possible with Chili Piper's concierge and these unique partner integrations.

G2 Integration

G2 is a platform that provides user-generated, unbiased reviews and comparisons of software and services, helping businesses and professionals make informed purchasing decisions in the tech and SaaS industries.

Status quo: 

Buyer browses review sites, finds a product they are interested in. Goes to website and requests a demo.

Value prop:

Instantly schedule buyers that are browsing G2 right from your G2 product page

Screenshot:

GIF:

Where it impacts the funnel: 

The G2 x Chili Piper integration impacts the top of funnel, when buyers are researching which tools may best suit their needs and solve their problems. Get more TOFU through your G2 page.

Use this integration if you are trying to:

  1. Get more leads from your G2 page
  2. Stand out in competitive deal cycles within your category
  3. Reduce buyer friction in evaluating your product

Chameleon Integration

https://www.chilipiper.com/integrations/chameleon

Chameleon.io is a platform that empowers product teams to create, manage, and analyze in-product user experiences, offering tools to build targeted tours, banners, and surveys without needing to code.

Status quo: Customers & users of your product login to your app. You can see product data that shows features they are using, features they could benefit from, and what packages they may be able to upgrade and use within their own account. Upsell and cross-sell typically done through email or phone call. 

Value prop: Create an in-app CTA for your customers and users right when they are using your product. Allow them to take the next action, unlock new features or upgrade their plan by instantly booking a call with a product expert through the Concierge x Chameleon integration.

GIF:

Where it impacts the funnel: 

Impacts Post-Sale + Top of Funnel

In-app conversions are designed for customers already using your product. This could still be top of funnel if you are a PLG company looking to convert free trial users -> paid users. 

Use this integration if you are trying to:

  1. Increase free trial users to paid users
  2. Upsell and cross-sell existing customers based on product usage 
  3. Highlight other interesting offers to your customers (webinars, plan upgrades, upcoming product launches and get them to add it to calendar)

Snappy Integration

https://www.chilipiper.com/integration/snappy

Snappy Gifts is a corporate gifting platform that allows companies to send personalized, curated gift options to employees or clients, enabling the recipients to choose their preferred gift from a selection tailored to their interests and needs.

Status quo: Send a direct mail gift to a prospect or customer. Hope that it lands well and that they reply to your email in order to book a demo.

Value prop: Link any  gift or branded gift with Chili Piper so that prospects can book the next step or next meeting with you instantly. 

GIF:

Where it impacts the funnel: 

This integration can be used across the entire customer lifecycle. For top of funnel prospecting to break into accounts, to accelerate deals middle to bottom of funnel, or to use it as a way to reward customer milestones or book meetings for upsell and cross-sell expansion opportunities. 

Use this integration if you are trying to:

  1. To incorporate gifting in Linkedin DMs with your Chili Piper booking link 
  2. Stand out in your customers crowded inbox 
  3. Reduce no-shows for sales

Partner Fleet

https://www.chilipiper.com/integrations/partner-fleet

Partner Fleet helps companies scale and promote their partner ecosystem through user-friendly partner marketplaces.

Status quo: 

Buyer visits a partner marketplace, views listings. When they’re interested in a particular solution, they click into the website where they’re distracted by lots of options and need to find the right place to contact sales or book a demo.

Value prop: 

The Partner Fleet <> Chili Piper integration allows mutual customers to convert leads directly from any partner listing on your marketplace. See a vendor on a partner marketplace you want to do business with? Book a call instantly through concierge. Additionally, partners showcased in your marketplace can enable their Chili Piper scheduler on their listing to capture leads and get meetings booked with your customers.

GIF:

Where it impacts the funnel: 

This integration can impact all areas of your business:

1. Top of Funnel - Make your marketplace a lead gen channel

Convert prospects from any listing in your marketplace.

2. Bottom of Funnel/Post-sale: ‍Boost adoption of partner solutions

Enable customers to engage immediately with your partners.

3. Post-sale: Upgrade your partners’ outcomes

Allow customers to learn about partners based on the systems they already use.

Use this integration if you are trying to:

  1. Create a better partner marketplace experience for all vendors
  2. Allow your customers to connect with your top partners & easily access integrations

Chatbot/Ada Integration

https://www.chilipiper.com/integrations/ada

Ada is an AI-powered chatbot platform designed to automate customer engagement, providing personalized interactions and support across various channels

Status quo: Prospect or customer engages with your chatbot on your website. Ask questions in order to qualify the prospect and aim to schedule a meeting either through email or phone.

Value prop: Instantly engage and allower prospects and customers to take the next step through your Ada chatbot by offering Chili Piper concierge to schedule meetings with qualified buyers. 

GIF:

Where it impacts the funnel: 

This integration can impact the entire customer lifecycle. From top of funnel prospects on your website, engage them instantly and bring them into the sales funnel. Can also use Concierge to determine whether they are a) prospect or b) customer and route them to the respective team. 

Use this integration if you are trying to:

  1. Create more prospect booked meetings from your chatbot and route to sales team
  2. Allow customers to book time with the right team and route to account managers, customer success
  3. Create a VIP self-service experience for pre-sales to post-sales

Wrap Up

In a world where efficiency and ease of use are paramount, Form Concierge stands out with its practical and diverse integrations. By collaborating with platforms like G2, PartnerFleet, Ada, Snappy Gifts, and Chameleon, we’ve created solutions that address real challenges in the customer journey. 

From the initial stages of research and inquiry to post-sale engagement, these integrations offer tangible benefits that can be applied across various business scenarios. 

This is the first part of our Concierge Everywhere Series. We will bring you more unique integrations and use cases, demonstrating what's truly possible with Chili Piper's Form Concierge. 

Remember the secret to increasing your conversions, “Concierge, I put that $shit everywhere!”

Intro 

Form Concierge is known to double inbound conversion rates for customers. But its a little less known for its different integrations that can be used throughout the entire customer journey. That’s why we created the Concierge Everywhere campaign, highlighting the unique partner integrations you can use to reduce buyer friction and drive revenue through different channels. 

This article takes a closer look at how Chili Piper works with various platforms like G2, PartnerFleet, Ada, Snappy Gifts, and Chameleon. 

From scheduling demos directly on a product page to making it easier to connect with vendors in a marketplace, these integrations offer practical solutions for businesses. We'll explore how each integration functions and the real-world problems they solve, providing a clear understanding of what's possible with Chili Piper's concierge and these unique partner integrations.

G2 Integration

G2 is a platform that provides user-generated, unbiased reviews and comparisons of software and services, helping businesses and professionals make informed purchasing decisions in the tech and SaaS industries.

Status quo: 

Buyer browses review sites, finds a product they are interested in. Goes to website and requests a demo.

Value prop:

Instantly schedule buyers that are browsing G2 right from your G2 product page

Screenshot:

GIF:

Where it impacts the funnel: 

The G2 x Chili Piper integration impacts the top of funnel, when buyers are researching which tools may best suit their needs and solve their problems. Get more TOFU through your G2 page.

Use this integration if you are trying to:

  1. Get more leads from your G2 page
  2. Stand out in competitive deal cycles within your category
  3. Reduce buyer friction in evaluating your product

Chameleon Integration

https://www.chilipiper.com/integrations/chameleon

Chameleon.io is a platform that empowers product teams to create, manage, and analyze in-product user experiences, offering tools to build targeted tours, banners, and surveys without needing to code.

Status quo: Customers & users of your product login to your app. You can see product data that shows features they are using, features they could benefit from, and what packages they may be able to upgrade and use within their own account. Upsell and cross-sell typically done through email or phone call. 

Value prop: Create an in-app CTA for your customers and users right when they are using your product. Allow them to take the next action, unlock new features or upgrade their plan by instantly booking a call with a product expert through the Concierge x Chameleon integration.

GIF:

Where it impacts the funnel: 

Impacts Post-Sale + Top of Funnel

In-app conversions are designed for customers already using your product. This could still be top of funnel if you are a PLG company looking to convert free trial users -> paid users. 

Use this integration if you are trying to:

  1. Increase free trial users to paid users
  2. Upsell and cross-sell existing customers based on product usage 
  3. Highlight other interesting offers to your customers (webinars, plan upgrades, upcoming product launches and get them to add it to calendar)

Snappy Integration

https://www.chilipiper.com/integration/snappy

Snappy Gifts is a corporate gifting platform that allows companies to send personalized, curated gift options to employees or clients, enabling the recipients to choose their preferred gift from a selection tailored to their interests and needs.

Status quo: Send a direct mail gift to a prospect or customer. Hope that it lands well and that they reply to your email in order to book a demo.

Value prop: Link any  gift or branded gift with Chili Piper so that prospects can book the next step or next meeting with you instantly. 

GIF:

Where it impacts the funnel: 

This integration can be used across the entire customer lifecycle. For top of funnel prospecting to break into accounts, to accelerate deals middle to bottom of funnel, or to use it as a way to reward customer milestones or book meetings for upsell and cross-sell expansion opportunities. 

Use this integration if you are trying to:

  1. To incorporate gifting in Linkedin DMs with your Chili Piper booking link 
  2. Stand out in your customers crowded inbox 
  3. Reduce no-shows for sales

Partner Fleet

https://www.chilipiper.com/integrations/partner-fleet

Partner Fleet helps companies scale and promote their partner ecosystem through user-friendly partner marketplaces.

Status quo: 

Buyer visits a partner marketplace, views listings. When they’re interested in a particular solution, they click into the website where they’re distracted by lots of options and need to find the right place to contact sales or book a demo.

Value prop: 

The Partner Fleet <> Chili Piper integration allows mutual customers to convert leads directly from any partner listing on your marketplace. See a vendor on a partner marketplace you want to do business with? Book a call instantly through concierge. Additionally, partners showcased in your marketplace can enable their Chili Piper scheduler on their listing to capture leads and get meetings booked with your customers.

GIF:

Where it impacts the funnel: 

This integration can impact all areas of your business:

1. Top of Funnel - Make your marketplace a lead gen channel

Convert prospects from any listing in your marketplace.

2. Bottom of Funnel/Post-sale: ‍Boost adoption of partner solutions

Enable customers to engage immediately with your partners.

3. Post-sale: Upgrade your partners’ outcomes

Allow customers to learn about partners based on the systems they already use.

Use this integration if you are trying to:

  1. Create a better partner marketplace experience for all vendors
  2. Allow your customers to connect with your top partners & easily access integrations

Chatbot/Ada Integration

https://www.chilipiper.com/integrations/ada

Ada is an AI-powered chatbot platform designed to automate customer engagement, providing personalized interactions and support across various channels

Status quo: Prospect or customer engages with your chatbot on your website. Ask questions in order to qualify the prospect and aim to schedule a meeting either through email or phone.

Value prop: Instantly engage and allower prospects and customers to take the next step through your Ada chatbot by offering Chili Piper concierge to schedule meetings with qualified buyers. 

GIF:

Where it impacts the funnel: 

This integration can impact the entire customer lifecycle. From top of funnel prospects on your website, engage them instantly and bring them into the sales funnel. Can also use Concierge to determine whether they are a) prospect or b) customer and route them to the respective team. 

Use this integration if you are trying to:

  1. Create more prospect booked meetings from your chatbot and route to sales team
  2. Allow customers to book time with the right team and route to account managers, customer success
  3. Create a VIP self-service experience for pre-sales to post-sales

Wrap Up

In a world where efficiency and ease of use are paramount, Form Concierge stands out with its practical and diverse integrations. By collaborating with platforms like G2, PartnerFleet, Ada, Snappy Gifts, and Chameleon, we’ve created solutions that address real challenges in the customer journey. 

From the initial stages of research and inquiry to post-sale engagement, these integrations offer tangible benefits that can be applied across various business scenarios. 

This is the first part of our Concierge Everywhere Series. We will bring you more unique integrations and use cases, demonstrating what's truly possible with Chili Piper's Form Concierge. 

Remember the secret to increasing your conversions, “Concierge, I put that $shit everywhere!”

Arthur Castillo

Arthur Castillo currently heads Dark Social & Enangelism at Chili Piper, where he recently transitioned as one of the top performing Account Executives. He brings a unique view to marketing with his 7+ years in sales and is on a mission to blur the lines between sales and marketing. Based in Toronto, Canada, in his spare time you can catch him watching NFL or soccer, playing fantasy football, and looking to improve his chess game! Connect with Arthur on LinkedIn.

Book a Demo

Create better b2b buying experiences

get a demo
Linked in logo
Follow Us
The Sauce Newsletter
Join 20,365+
marketers!
1x a month. No  spam, just spice.
You're all signed up! 💌
Oops! Something went wrong while submitting the form.

Most Recent Articles

Book a Demo

Double your conversion rates