Booking from SalesLoft on the Phone
Make sure you have the Chili Piper browser extension installed. If you do, you will see a button that allows you to book meetings directly in your prospect page in SalesLoft.
When you click on the “Book” button a popup will show you the availability to book a meeting in one click:
You can book in your own calendar, as a round robin for your account executives. The territory owner, the account owner. Or a combination of all the above. Your admin can configure Chili Piper with complex rules so that you don’t have to search for the correct calendar at the time of the booking.
Make sure the meeting templates for your team and for yourself are setup correctly. Once the templates are configured you can book meetings in one click. The meeting is saved and sent from the correct calendar. Optionally you can automatically create an event in Salesforce as well (with ALL the information captured automatically in the right place).