Case Study: Fishbowl streamlines demo-to-deal routing with Chili Piper

Fishbowl streamlines demo-to-deal with Chili Piper

Fishbowl, an inventory and manufacturing software company, faced challenges with lead routing and Salesforce visibility using their previous scheduling tool, Calendly. As their team grew, they needed a cleaner integration with Salesforce for accurate ownership routing and contact matching, which their old solution could not support. This led them to seek a new vendor, Chili Piper, and its Concierge and Handoff products.

By implementing Chili Piper, Fishbowl automated its scheduling and routing, pulling rules directly from Salesforce for both inbound and outbound flows. The solution provided immediate results, including accurate meeting placement, automated contact creation, and streamlined processes for SDRs and post-sales teams. While no specific metrics are given, Taylor Boyer stated that losing Chili Piper would create a "huge roadblock" and take "weeks, if not months, to recover from," highlighting its critical role in their operations.

Fishbowl