Closed-won to kickoff call, on autopilot
The moment a deal closes, Chili Piper routes the account to the right CSM and books the kickoff, then keeps onboardings, QBRs, and support calls on the calendar without anyone chasing times.
The hottest Customer Success teams run on Chili Piper
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“70% lift in demo request form conversions. 5x increase in the number of demo requests. Frictionless buyer experience.”
Noa Farber
Director of Marketing AutomationGong
29d→7d
to first customer touch at GoCardless, a 75% improvement in time to value
90%
of PatientPop accounts launch through a Chili Piper queue, with CSM assignment fully automated
25%
faster kickoff call scheduling at Toast, with 19% fewer cancellations and no-shows
“Chili Piper is an essential part of that tech stack. It's fundamental to our customer value pathway.”
Pat Phelan
Chief Customer Officer, GoCardless
// What changes
What Customer Success teams get out of it
01
Sales-to-CS handoffs that keep the customer
Closed-won triggers Distro to route the account to the right CSM by segment, territory, or ARR, with workload balanced and PTO accounted for. PatientPop automated CSM assignment entirely this way.
02
Kickoffs on day one, not week four
The onboarding call books itself from a round-robin implementation queue the moment the deal closes. GoCardless cut first customer touch from 29 days to 7.
03
QBRs and support calls that hold
Booking links and suggested times put recurring check-ins on the calendar, reminders keep them there, and every meeting writes back to Salesforce, GoCardless tracked 122% more customer meetings in a quarter.
// The stack
The products doing the work
// Not your team?