Have you ever been curious to see how Chili Piper uses our own tools internally?
This webinar series is for you - I chatted with our Distro Product Lead to review some use cases and features of the Distro product with real examples
We discussed:
How to use Distro to assign Solution Engineers (the same process can be used for onboarding, CSMs, executive sponsors, etc)
How you can leverage Distro on top of CRM flows
How to add SLAs to ensure timely follow ups
The options to create tasks and slack alerts as records get assigned
Matching Hub
Check the full recording here:
Or if you’re like me and prefer reading, check our recap article here:
What can Distro do?
Distro is your all-in-one Lead Routing tool - Lead Routing you can set and forget
When we started our call, we asked the audience: Which part of the lead distribution process is the biggest headache?
Were they frustrated with
Ensuring prospects go to the right reps for follow up
Creating duplicate Lead/Contact records?
Creating new Lead records when matched Accounts already exist?
Ensuring sales reps get notified with SLA for follow-up?
All the above?
The answers paint a telling story:
Ensuring prospects go to the right reps for follow up 11%
Creating duplicate Lead/Contact records 16%
Creating new Lead records when matched Accounts already exist 23%
Ensuring sales reps get notified with SLA for follow-up 12%
All the above 38%
The good news - Distro can solve for all of these headaches
With Distro, you can:
Route records from ANY Salesforce Object (even custom)
Set up multiple trigger types for accurate routing
Easily manage Lead to Account Matching + Auto Conversion
Merge Duplicates
Set Custom SLAs for Follow-up
Create Tasks/Events assigned to Reps
Send slack or email alerts
Why did we build a router for Solution Engineer Assignment?
When Nathan first joined Chili Piper, he was frequently brought in to deals as a Solution Engineer. As the team grew, he realized that there must be an easier way to manage this process than over slack messages. He also knew (since he travels frequently, and works from all over the world) that this was not sustainable given the different time zones of our prospects and customers.
The below process can also be built for use cases such as:
Tagging in the Onboarding team
Tagging in a CSM
Tagging in an Executive Sponsor
Any situation where your team would like to pull a new person into their sales conversations
He built a flow in Salesforce to be able to help AEs tag in when a Solution Engineer was needed
Once the box was checked on the Salesforce side, the Distro flow was triggered. These flows can be triggered with any criteria as a record is created or updated.
The flow assigns Opps to the correct Solution Engineer based on criteria we've selected
It also sends us a helpful Slack alert to notify the team
An added bonus of this flow - you are able to use Chili Piper to find times to book calls between the AE and SE 😊
Additional Distro Features
Nathan also spent time walking through additional Distro features such as:
How to use our Matching Hub to merge duplicates, auto-convert leads to active accounts, and assign ownership
Want to learn more about Distro? Book a Demo with an expert here!
Have you ever been curious to see how Chili Piper uses our own tools internally?
This webinar series is for you - I chatted with our Distro Product Lead to review some use cases and features of the Distro product with real examples
We discussed:
How to use Distro to assign Solution Engineers (the same process can be used for onboarding, CSMs, executive sponsors, etc)
How you can leverage Distro on top of CRM flows
How to add SLAs to ensure timely follow ups
The options to create tasks and slack alerts as records get assigned
Matching Hub
Check the full recording here:
Or if you’re like me and prefer reading, check our recap article here:
What can Distro do?
Distro is your all-in-one Lead Routing tool - Lead Routing you can set and forget
When we started our call, we asked the audience: Which part of the lead distribution process is the biggest headache?
Were they frustrated with
Ensuring prospects go to the right reps for follow up
Creating duplicate Lead/Contact records?
Creating new Lead records when matched Accounts already exist?
Ensuring sales reps get notified with SLA for follow-up?
All the above?
The answers paint a telling story:
Ensuring prospects go to the right reps for follow up 11%
Creating duplicate Lead/Contact records 16%
Creating new Lead records when matched Accounts already exist 23%
Ensuring sales reps get notified with SLA for follow-up 12%
All the above 38%
The good news - Distro can solve for all of these headaches
With Distro, you can:
Route records from ANY Salesforce Object (even custom)
Set up multiple trigger types for accurate routing
Easily manage Lead to Account Matching + Auto Conversion
Merge Duplicates
Set Custom SLAs for Follow-up
Create Tasks/Events assigned to Reps
Send slack or email alerts
Why did we build a router for Solution Engineer Assignment?
When Nathan first joined Chili Piper, he was frequently brought in to deals as a Solution Engineer. As the team grew, he realized that there must be an easier way to manage this process than over slack messages. He also knew (since he travels frequently, and works from all over the world) that this was not sustainable given the different time zones of our prospects and customers.
The below process can also be built for use cases such as:
Tagging in the Onboarding team
Tagging in a CSM
Tagging in an Executive Sponsor
Any situation where your team would like to pull a new person into their sales conversations
He built a flow in Salesforce to be able to help AEs tag in when a Solution Engineer was needed
Once the box was checked on the Salesforce side, the Distro flow was triggered. These flows can be triggered with any criteria as a record is created or updated.
The flow assigns Opps to the correct Solution Engineer based on criteria we've selected
It also sends us a helpful Slack alert to notify the team
An added bonus of this flow - you are able to use Chili Piper to find times to book calls between the AE and SE 😊
Additional Distro Features
Nathan also spent time walking through additional Distro features such as:
How to use our Matching Hub to merge duplicates, auto-convert leads to active accounts, and assign ownership
Want to learn more about Distro? Book a Demo with an expert here!
Andrew Pease
Andrew Pease is the Head of RevOps Solutions at Chili Piper. He has over 10+ years of RevOps experience — and loves digging into complex problems and coming out with creative solutions. When he's not staring at a computer screen, you can probably find him at a concert or hanging out with hs dog, Monkey.
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