BookSteam vs. Chili Piper

To schedule single contact (like a welcome or monitoring call) and highlight other services like a specific one-off webinar or recordings to watch. To provide more regular scheduling like a series of calls/classes.

Incentivized

It is very well suited for anyone looking for a scheduling tool that integrates directly with Salesforce and/or Marketo, or other marketing automation platforms. Especially if you need to route to teams based on different regions or other criteria.There are other simpler scheduling tools out there, but this makes routing and tracking on the back end much easier with the best integration with other tools.

• Syncing BookSteam schedule with my iPad calendar. Whenever appointments is made online, it shows up in my iCal.
• Payment integration. We set it up so when clients schedule appointments online, they are required to leave a deposit, otherwise they can't book. This cuts down on clients who are not serious about showing up.
• SMS reminders. Clients receive automated sms reminders which almost eliminated no shows.

• The Google Calendar integration is seamless, a unique zoom link is also automatically created when a meeting is booked on my calendar.
• The booking link is simple for my prospects and customers to find time on my calendar.
• The chrome plug in is useful to use no matter what tab or page im sitting on.

• Might be a more complex tool - needs its learning curve
• The possibility to use it as a way to provide classes or webinars in series may be a bit complicated

Incentivized

• The ux interface could be easier to navigate for admins
• The set up or meeting types could be more intuitive, as an admin I have had to help our reps set this up a lot as they have gotten confused
• Chili Piper can have certain words they use like booker assignee which could be better defined in the onboarding process for reps

Incentivized

• Support was very responsive during our integration phase, and after that too.
• They have the whole infrastructure built to notify customers about bug/outages, which is excellent. Entire System outage only happened once, but being updated on fix progress helped a lot to keep our team calm.

Incentivized

I tried to use few other scheduling systems before but I always thought they were somewhat incomplete, something was always missing, from design point of view to missing features. For me it's always about ease of use and how everything is organized. I can say that BookSteam got it all figured out and I recommend it

I've used Drift and Salesloft scheduling tools. They all connect to google calendars, but Chili Piper is the only that I'm aware of that can insert time suggestions without actually blocking the time off as well as Round Robin assignment of meetings. Chili Piper has been the easiest to use as a sales rep.

Incentivized

• Customers are happy as they can book themselves online any time.
• Our staff is happy as they have their own access.

• More qualified opps
• Increased efficiency. Much less time spent trying to line up availability etc. No more back and forth email chains trying to find times to meet.
• Increased transparency. All meetings and Chili Piper events are logged directly in Salesforce for us.