Booking a meeting from SalesLoft while 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, or the account owner. You also have the option to use 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.
Get to know your pop up calendar:
Lastly, pick a time that works for all parties, and click "Book Meeting."
Make sure the meeting templates for your team and for yourself are setup correctly, as templates will automatically populate. The meeting will be saved and sent from the corresponding calendar. Optionally, you can automatically create an event in Salesforce as well (with ALL the information captured automatically in the right place).