Chili Piper vs. Traction Complete

It is very well suited for anyone looking for a scheduling tool that integrates directly with Salesforce and/or Marketo, or other marketing automation platforms. Especially if you need to route to teams based on different regions or other criteria.There are other simpler scheduling tools out there, but this makes routing and tracking on the back end much easier with the best integration with other tools.

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.).

• The Google Calendar integration is seamless, a unique zoom link is also automatically created when a meeting is booked on my calendar.
• The booking link is simple for my prospects and customers to find time on my calendar.
• The chrome plug in is useful to use no matter what tab or page im sitting on.

• 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.

• The ux interface could be easier to navigate for admins
• The set up or meeting types could be more intuitive, as an admin I have had to help our reps set this up a lot as they have gotten confused
• Chili Piper can have certain words they use like booker assignee which could be better defined in the onboarding process for reps

Incentivized

• 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.

I've used Drift and Salesloft scheduling tools. They all connect to google calendars, but Chili Piper is the only that I'm aware of that can insert time suggestions without actually blocking the time off as well as Round Robin assignment of meetings. Chili Piper has been the easiest to use as a sales rep.

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 qualified opps
• 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.

• 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