Advanced Scheduling Software
January 11, 2019

Advanced Scheduling Software

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Chili Piper

We have one department using Chili Piper for all scheduling. This tool allows us to automate the process of scheduling multiple people that are out on the road in an efficient and time-saving way. It is used to schedule things for this team. The team also uses it directly to schedule client meetings, calls, and onsite appointments. The most important aspect of Chili Piper for us is the automatic event creation and updating between individual's calendars and Salesforce. This allows the organization to have full visibility into schedules and what we're doing with our clients.
  • Integration between Gmail and Salesforce
  • Ability to automate and customize different meeting types and allow online bookings directly.
  • Advanced Logic based on Salesforce fields
  • Can't think of much.
  • They are continually improving their offering and we've seen great leaps over the past 2 years.
  • Increased efficiency. Much less time spent trying to line up availability etc. No more back and forth email chains trying to find times to meet.
  • Increased transparency. All meetings and Chili Piper events are logged directly in Salesforce for us.
  • Automated rules and logic that sends reminders, emails, etc. that allows for increased communication and decreased no show rates.
It stacks up well. Much more logic and ability to customize workflows and logic than Calendly, for example. The integration with Salesforce is also very strong. If you need advance scheduling logic, this is one of the strongest options in the market in my opinion. The ability to also link to video conferencing software automatically is also very useful and separates it from its competitors.
When you need advance scheduling logic based on a CRM or some other set of rules. It also allows advance scheduling options on the fly for more than one user at once. For example, if you have several support agents, it would allow the customer to see one calendar with all available appointments, based on the availability of all the agents. Very useful and powerful.