5 Spicy Concierge Use Cases

If you’re reading this, you probably know that Concierge helps you book meetings with qualified prospects from your webform (if not, go read about Concierge, and then come back). 

But what you may not know is that you can use Concierge can do more than just book meetings from your webform. 

So our Product Manager for Concierge, Eugenia Brown, hosted an entire webinar on little-known Concierge use cases. Check out the recording here: 

And if you’re like me, you may prefer to read versus watch videos. So here’s a quick written recap.

Spicy Use Case #1: Live Calling

OK so we were seeing this problem:

Companies who sell into deskless buyers (e.g. auto body shops, childcare centers) were dealing with relatively high no-show rates. 

Our hypothesis? Their buyers don’t live and die by their Outlook/Google calendar — maybe they scheduled a meeting for next week, but by the time next week comes along they totally forget. 

Enter: Concierge Live

With Concierge Live, you can let prospects skip the calendar and connect via live call instantly.

Some of our customers using Concierge Live are converting close to 90% of inbound leads to phone call or booked meeting.  

To see the full demo of Concierge Live, check the time stamp from 02:13-15:05.

P.S. Concierge Live is an added cost to your Concierge subscription. You need to purchase our $1000/mo platform fee + an additional $10 for each user you want to receive phone calls. Calculate your quote here.

Spicy Use Case #2: In-App Scheduling

You can also use Concierge to schedule from within your app.

Some common use cases might be: 

• Allowing high-intent trialing customers to book a call with a sales rep
• Giving customers access to support calls
• Crossselling/upselling within your customer base

And the best thing is that Chili Piper already knows who your customers are and can route to the right person without a form.

Here’s a quick gif to show how we’re using Chili Piper’s in-app scheduling (we use it for support calls):

And you can check the full demo at time stamp 15:05-19:47.

Spicy Use Case #3: Email Campaigns

With Chili Piper, you can book more meetings from your email campaigns by letting folks book directly from the email, without a form. 

Just like this: 

‍

And it’s honestly quite easy to set this up — simply grab a “smart router link” from your Concierge router and then add that URL to your email campaigns. 

Check the full demo at time stamp 19:47 to 23:00.

Spicy Use Case #4: Events

OK this one is actually one of our most requested use cases: 

• How do I let prospects book meetings with reps at my booth? 
• How do I let prospects reserve conference rooms? 
• How can I book demos at events? 

Concierge can do all three — but in this webinar, we just focused on #1 and #2. 

For #1: How do I let prospects book meetings with reps at my booth? 

It’s actually (relatively) simple: 

1. Create a Meeting Type that has:

• A specific location — i.e. “Booth 123”
• A closed Availability Schedule (only the dates and times the booth will be running)
• Custom Reminders — we recommend an hour before, 15 minutes before, and 3 minutes before, so folks will have time to get to the booth during the conference

2. Create a specific Router for that event

• Make sure to include the Team that is going to be going to the event

3. Push it live!

It’s slightly more complex, but you can watch the full demonstration at time stamp 23:00 to 29:38

For #2: How do I let prospects reserve conference rooms? 

We’ve been able to achieve this by having customers create a Google/Outlook account for the conference room and then giving the conference room a Chili Piper license. 

Which is actually quite a cost-effective way to solve the problem, versus purchasing a separate tool for that specific use case.

For #3: How do I book demos at events?

We actually wrote a separate article with information on how to route and book meetings with reps at the actual conference. You can check that out here.

Spicy Use Case #5: Concierge Logs

OK so the final use case is more of a bonus use case — it’s our way of understanding why a lead/contact was routed a certain way. With Logs you can:

• Understand the outcome of routing
• See which rule the guest matched to and why
• See form responses they submitted
• See if CRM updates were completed

It comes in clutch when you’re fielding questions like, “Why was that lead routed to Sarah, it’s in my territory”. (we all know those questions). 

Check out the full demo for Concierge Logs at time stamp 29:38.

What’s Next? 

If you’re interested in learning more about these use cases, here are some resources for you: 

• Live calling from the form
• Scheduling in-app
• Scheduling from email campaigns
• Scheduling from events

And if you’re ready to add these use cases to your workflow, feel free to book a demo 😉