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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
The success of your inbound sales approach relies on doing two things extremely well.
The first is speed to lead. Buyers won’t wait for hours, let alone days, to get a meeting on the calendar with your sales team. You need to get those calls on the calendar immediately.
The second is personalization. Buyers are unique. Your sales reps need the right context in order to personalize their approach, messaging, and content to each buyer.
In this article, I’m going to show you how we use Chili Piper, Clay, and one of our own internal tools to schedule inbound meetings instantly and enable our reps to take a personalized approach with each deal.
Let’s start with speed to lead. We use our own product, Chili Piper Form Concierge, to automatically qualify, route, and schedule inbound demo requests. It’s not a matter of days, hours, or even minutes. We’re talking instantly.
In the screenshot below, you can see a portion of the flow we use with our inbound demo requests.
In the same flow, we’re also automating CRM actions like creating events and assigning ownership, which saves you and your sales team time.
By the way, since our Flow Builder works across all Chili Piper products, we can use this same flow in our Chat product to achieve the same instant qualification, routing, and scheduling. We use a combination of forms and chat across our site to capture buyers using whatever method they prefer.
Our inbound conversion process is fully automated, but that doesn’t mean our sales approach is one-size-fits all. Very much the opposite.
We use Clay to automatically enrich prospect data at the time they schedule their demo and enable our reps with a complete profile they can use to tailor their messaging, demo, and follow-up.
Using our “webhook URL” feature, we can send new prospects to Clay, where they are enriched with additional people and company data, like:
We then generate a report for our AE containing a number of data points that give them more context around their deal, like what tools the prospect uses, notable customers, and main competitors.
In addition to our prospect report, we’ve also built our own internal tool that uses Clay data to automatically capture screenshots of our prospect’s demo and home pages.
We then use those to create and personalized product gifs, showing them what Concierge and Chat would look like on their website.
This has been a core part of our outreach strategy for years. We started creating these manually for each client, then eventually scaled it using virtual assistants. But now, it’s all completely automated using Clay, Urlbox, Creatomate, and some crafty internal engineering.
If you want to try this spicy use case yourself, learn more about Chili Piper Form Concierge here.
Also if you’re not doing so already, be sure to follow Jonathan on LinkedIn — he shares spicy Chili Piper tips and tricks regularly.
In the meantime, stay spicy 🌶️
Batıkan is the Head of Growth & Conversion Systems at Chili Piper, and he's often referred to as the "Swiss Army Knife" of the team. When he's not driving growth and achieving milestones, you can find him spending quality time with his dog Maya 🐶 or exploring the latest video games 👾. Batıkan is passionate about leveraging data and insights to optimize strategies and fuel the company's success. Feel free to connect with him on LinkedIn.
The success of your inbound sales approach relies on doing two things extremely well.
The first is speed to lead. Buyers won’t wait for hours, let alone days, to get a meeting on the calendar with your sales team. You need to get those calls on the calendar immediately.
The second is personalization. Buyers are unique. Your sales reps need the right context in order to personalize their approach, messaging, and content to each buyer.
In this article, I’m going to show you how we use Chili Piper, Clay, and one of our own internal tools to schedule inbound meetings instantly and enable our reps to take a personalized approach with each deal.
Let’s start with speed to lead. We use our own product, Chili Piper Form Concierge, to automatically qualify, route, and schedule inbound demo requests. It’s not a matter of days, hours, or even minutes. We’re talking instantly.
In the screenshot below, you can see a portion of the flow we use with our inbound demo requests.
In the same flow, we’re also automating CRM actions like creating events and assigning ownership, which saves you and your sales team time.
By the way, since our Flow Builder works across all Chili Piper products, we can use this same flow in our Chat product to achieve the same instant qualification, routing, and scheduling. We use a combination of forms and chat across our site to capture buyers using whatever method they prefer.
Our inbound conversion process is fully automated, but that doesn’t mean our sales approach is one-size-fits all. Very much the opposite.
We use Clay to automatically enrich prospect data at the time they schedule their demo and enable our reps with a complete profile they can use to tailor their messaging, demo, and follow-up.
Using our “webhook URL” feature, we can send new prospects to Clay, where they are enriched with additional people and company data, like:
We then generate a report for our AE containing a number of data points that give them more context around their deal, like what tools the prospect uses, notable customers, and main competitors.
In addition to our prospect report, we’ve also built our own internal tool that uses Clay data to automatically capture screenshots of our prospect’s demo and home pages.
We then use those to create and personalized product gifs, showing them what Concierge and Chat would look like on their website.
This has been a core part of our outreach strategy for years. We started creating these manually for each client, then eventually scaled it using virtual assistants. But now, it’s all completely automated using Clay, Urlbox, Creatomate, and some crafty internal engineering.
If you want to try this spicy use case yourself, learn more about Chili Piper Form Concierge here.
Also if you’re not doing so already, be sure to follow Jonathan on LinkedIn — he shares spicy Chili Piper tips and tricks regularly.
In the meantime, stay spicy 🌶️
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