Solve It Story - [Chili Piper]

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS How Chili Piper helped SwagUp decrease lead time for routing changes by 99%. THE CHALLENGE SwagUp is an API-first platform to create, automate, and distribute high-quality branded swag. They’re also an inbound heavy business that collects leads from multiple sources. Reps expect they’ll get the same amount of leads as their peers. Anything that goes wrong in the routing and assignment process results in leads being dropped or going unassigned. SwagUp’s previous lead assignment process was time-consuming and caused a lot of headaches. As a high-growth startup, SwagUp needed to automate its routing and assignment, so it could speed up lead response times to connect with prospective clients instantly and increase conversion rates. It was challenging to find a solution that was not only easy to use but could also be quickly deployed. Not to mention being able to handle rules-based criteria that allowed for fair distribution. Chilipiper has allowed us to optimize our leads and get them THE OPPORTUNITY into the right hands faster. This high Businesses often need ways to automate inbound lead flow, pass touch personalization at scale has leads from marketing to sales teams, and gain full visibility into the increased conversion rates and customer journey. freed up critical bandwidth in HOW DO THEY ... both our sales and marketing teams. · Optimize lead assignments for immediate engagement? Nicole Padron · Decrease the amount of time Salesforce developers Manager, Commercial Sales spend making changes and updates to routing logic? · Integrate into their existing stack across lead scoring, CRM, and sales development tools? In the case of SwagUp, it needed a solution that would distribute new leads to reps based on lead source and region. It was able to do this with the help of Chili Piper.

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS THE SUCCESSFUL OUTCOME When it came to selecting a solution that could support its inbound lead processing challenges, Chili Piper’s Distro was a natural choice. SwagUp was already integrated with Chili Piper since it uses Form Concierge to double its inbound conversion rates. Leveraging with Chili Piper helped the company avoid onboarding to a new vendor, configuring new integrations or managing another SaaS contract. Implementing Chili Piper’s Distro solution was a breeze for the SwagUp team. All they had to do was transfer their existing lead routing rules and queues from Salesforce lead assignment to Chili Piper. Instead of developing custom flows with APEX code for every update to their routing logic, GTM leaders at SwagUp could make changes themselves directly in the app. This implementation freed up product and engineering resources, allowing them to protect their developers’ time. It also enabled marketing, sales, and operations to collaborate on lead management and iterate quickly. THIS HAS RESULTED IN ... · Approximately 40% reduction in time spent by developers working on top-of-funnel changes · Approximately 23% improvement in lead response times · Decreased the lead time it takes to make routing changes by 99% (72 hours to two minutes) CONSIDERATIONS FOR CUSTOMERS WHO ARE LOOKING TO AUTOMATE THEIR LEAD ASSIGNMENT PROCESSES. · Combine rules and teams and reuse them across routers and workflows using assignment rulesets. That way, customers don’t have to reinvent the wheel every time they want to test a new workflow. · Gain full visibility into the sales cycle and ensure that every good-fit lead gets followed up with audit logs and service level agreements (SLAs). If customers automate this process, they won’t have to chase down reps, and their reps won’t have to chase down their leads. Book demo Learn how you can automate lead routing with Chili Piper’s Distro on the AppExchange.