Chili Piper vs. LeanData

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

LeanData is best suited for lead contact or account routing. If you need Round Robins. If you need reporting on AHT. If you need normalization. If you need a way to identify inbound duplicates. If you want to set up a schedule link and calendar invites for your Sales Reps.

Incentivized

• 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

• LeanData's UX is top notch. I love how intuitive the FlowBuilder is, and how it helps visualize a process. I don't need to use another tool to map out the flow, and then build it again in LeanData. I also love the testing feature.
• LeanData support is amazing. So communicative, and helpful. They were so helpful during onboarding, and continue to be a great resource as we optimize.
• Territory management/Routing/user scheduling is super easy in LeanData. Far more robust than other solutions out there.

Incentivized

• 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!

• When uploading leads from a tradeshow, if you have multiple leads from the same company, LeanData will create multiple opportunities. We created a work-around to add a delay to the second individual from each company so that LeanData would not create the duplicate opportuntity, but the ability to do that out of the box would be nice.
• We have a complex salesforce instance with complicated hierarchies. Sometimes LeanData will match to the incorrect account. We would like it to match to the headquarters.

Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms

Incentivized

LeanData is pretty much straightforward if you just know the basics of accessing fields and objects in SFDC, and for me, personal opinion, LeanData is more flexible compared to native SFDC flows, visual-wise. I really find LeanData very easy to work with; when something unusual happens or goes wrong, I can just use the Audit Logs and do some quick search on what really happened there on the routing as it preserves the history

Incentivized

• 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

Fantastic customer success team that ensures deployment starts off on the right foot. There is room for improvement on the side of straategic planning and business consulting services offered by LeanData. I recommend working with an experienced consultant or third party who has implemented the product before.

Incentivized

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

We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.

Incentivized

• 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

• It's allowed me more time to dig into other larger projects.
• It helps me avoid spending too much time on manual tasks like list analysis and lead routing.
• It provides audit logs so I don't waste time digging to find the source of an error.

Incentivized