Chili Piper vs. Traction Complete

Chili Piper is GREAT for sales development teams booking for sales people. This is especially true when there is a "round robin" system that needs to be abided by. I've experienced a lot of bad round robin systems and Chili Piper's is fantastic. This is also a great tool to schedule with people across multiple time zones, which I don't want to have to focus on while speaking. It enables sales reps to focus on the prospect, not the time change. Chili piper would not be a good fit for underperforming sales teams that don't book any meetings (:

Incentivized

Traction Complete is very well suited for lead to account matching and for automatic, criteria based lead routing and processing. For example, when a lead is created, it can be matched to an account, and Traction Complete can populate account demographics like Industry or Annual Revenue. And once the lead's score reaches a certain threshold, Traction Complete can then evaluate any of the leads data (including the industry and annual revenue that the lead was previously enriched with), route the lead to a person or queue , and at the same time update the lead status and or enrich the lead with information to track funnel progression (e.g., MQL Date, Assigned Date, etc.).

• Chili Piper integrates with Salesforce very well which I haven't seen other calendar apps do yet.
• Meeting Buffer functionality assures that AEs won't be booked back-to back.
• I can send the link to each of my meeting templates for different prospects

• Lead to Account matching
• Lead Routing
• Easy to configure and maintain in visual interface
• Many advanced functions to support different types of round robin, scheduling etc.

• They are continually improving their offering and we've seen great leaps over the past 2 years.
• Would be nice to be able to modify the email reminders for every single contact and event versus have set templates
• Faster load times, but we can’t complain too much!

• Functionality for flow version management, e.g. properties / description fields
• Popup windows for flow elements are sometimes hard to move (but could be isolated to Safari)
• Broader self-service customer portal/knowledge base (but the support and customer success functions are very good)

Traction Complete continues to improve and innovate, and their staff does a great job of informing us of new functionality and how we can use it to get more value from Traction Complete. And at its core, it covers a gap inherent in Salesforce CRM - the fact that leads are a standalone object and not connected to the other main CRM objects like accounts, contacts, and opportunities. Traction Complete bridges that gap without requiring us to convert leads to contacts and degrade the data quality of the contact records. This functionality is key to a holistic process from initial inquiry to MQL, SAL, SQL, New Customer, and repeat business.

It's very usable overall and much easier than using native functionality. If there is anything I'd want to improve, and I'm being critical here, there are a few minor items. 1) It would be nice if the initial load time of flows was faster, but I understand that given the number of elements we have in the assignment flow, I should not expect a two second load time. 2) It would be great if the different flow versions had fields to capture properties/attributes like a verbose description to make version control better. My sense is that it will be available in a future version. 3) When editing flows, every now and then, the pop-up windows of elements are a bit sticky on the screen when trying to move/drag them - however, I usually experience this only in Safari and am often too lazy to fire up Chrome.

• Support was very responsive during our integration phase, and after that too.
• They have the whole infrastructure built to notify customers about bug/outages, which is excellent. Entire System outage only happened once, but being updated on fix progress helped a lot to keep our team calm.

Incentivized

The support team at Traction Complete has always been responsive, knowledgeable, and professional. They took the time to understand our business needs and helped us during the initial implementation, as well as with configuration changes when needed.

I've been part of 3 implementations, and the Traction Complete team has always met or exceeded expectations and delivered on their commitments/promises.

Calendly was being used at the company by some other departments and still is to some extent. However adding Chili Piper fore the marketing and sales departments was a no brainer once we saw the demo. It's Calendly on steroids and the company is just getting started using it. I'm sure we will see even more benefits as the years go on.

Incentivized

Traction Complete offered more ease of use, less complexity, and an overall lower cost of ownership compared to other options. And while Salesforce can handle some of the automation, which requires more technical skill to configure, it does not provide the lead to account matching.

• More demos held by simplifying the scheduling process. More demos = more opportunities
• Initial set up was frustrating and created a lot of mix up which allowed some leads to slip through the cracks early
• Integration with Salesforce.com saved our reps time because they didn't have to log activities manually

Incentivized

• Faster actioning of leads by routing them to the correct user without manual review
• Improved lead segmentation based on matched accounts demographics
• Lower maintenance of lead assignment and automatic processing