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Book the right meetings faster with one-click scheduling
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Engage website visitors with automated Journeys and live chat
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Qualify, route, and schedule prospects directly from your web form
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Route records in Salesforce based on a Trigger
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Route and schedule prospects from bizdev to sales to implementation
If your sales managers and Salesforce admins are underwater trying to stay on top of manual lead distribution, it may be time to call in the big guns.
But evaluating vendors is tough.
How do you know which solution is right for you?
This article explores two options for lead routing — Chili Piper and RingLead. If you’re actively evaluating lead routing tools, this is a great place to start.
Chili Piper is a demand conversion platform built for high-growth revenue teams with complex lead routing needs.
Chili Piper’s routing solution, Distro, makes it easy to route any object in Salesforce based on whatever criteria you set.
RingLead is a lead routing and data hygiene tool recently acquired by ZoomInfo.
Chili Piper consolidates all scheduling and routing into one platform.
When you combine Distro with other solutions, you're able to build and maintain all your routing logic in one place.
For example, if someone is promoted from SDR to AE — you make that team change once.
If you need to update your routing rules to add the United Kingdom to North America — you make that change once (a real thing that happened at a previous company, don't ask me I don't make the rules 😂)
Chili Piper's CRM hygiene capabilities are elite.
RingLead supports Lead-to-Account Matching, De-Duping, and Merging (so does Chili Piper).
But we ALSO support:
All the CRM hygiene.
Chili Piper syncs with your reps' calendars, automatically taking them out of the routing queue when they've blocked their calendars.
One of the biggest challenges with lead routing solutions that operate inside of Salesforce (RingLead, LeanData, etc.) is that those tools must compete with other tasks and automation executed in Salesforce.
This can have a significant impact on the time it takes for a lead (or other objects) to be assigned which impacts reps’ follow-up time.
Chili Piper operates independently of Salesforce, so routing logic never competes with other Salesforce operations.
Our Distro team is releasing features weekly (as the product marketing manager, it's honestly hard for me to keep up).
Since RingLead was acquired by ZoomInfo, they've done minimal development.
The main reason we see people using RingLead is because it's included with ZoomInfo. It can route based on Standard Objects, but not based on Custom Objects. It can match Lead to Account, but not Lead to Opportunity or Case. It can do duplicate matching, but can't convert Leads to Contacts.
If you're looking for a free tool that can do the job, RingLead might be a good choice.
Ready to see Chili Piper in action?
We've heard (more than once) that Distro has the most intuitive routing logic interface out there. It practically holds your hand through the process of creating routing logic, making it easy to setup and maintain.
It starts with a trigger + entry rule. Here's an example of how you might set up a routing rule that triggers after a UserGems Signal fired:
Here's an example of how your rules might look for defining Target Accounts:
And here's how you manage assigning and updating ownership:
It all comes together like this:
RingLead's interface can be a bit complex if you're not used to it.
In order to set up new routing rules, you first need to drag and drop:
If you have a lot of reps, this can take a very long time.
Then, all of your rules will be visualized as a flowchart, like this:
Source: G2
RingLead is ideal for companies who are using ZoomInfo already and got a good deal on ZoomInfo Operations (aka RingLead).
If you’re looking to consolidate chat, routing, and scheduling into a single tool — Chili Piper is the better option.
Ready to see it in action?
Madeleine Work is Product Marketing Manager at Chili Piper. She loves bringing people together, learning new things, and making hilarious jokes. When she's not typing away at her laptop, you'll probably find her running, hiking, or hanging out with her baby. Follow Madeleine for laughs and product marketing tips on LinkedIn.
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