Bryan Schuler, ABM and Marketing Operations Manager at SaaSOptics, identified the leak: 60–70% of their inbound demo requests were never making it to a booked meeting.
The SDR follow-up process was too slow and too inconsistent. By the time a rep reached out, the prospect's intent had cooled.
Immediate Booking, No Follow-Up Required
SaaSOptics deployed Chili Piper's Concierge so prospects could book a demo directly after submitting their form — no waiting, no back-and-forth, no SDR required for the first step.
The book rate jumped from 40% to 90%.
From that one change:
- 4x more sales meetings generated per month
- Double the inbound pipeline month over month
The leads that previously disappeared into an SDR queue were now showing up as confirmed meetings on AE calendars — before anyone had sent a follow-up email.
