What is the Form Booker
Chili Piper’s Form Booker is an amazing tool aimed at eliminating the headaches of routing leads from marketing to sales. The Form Booker has the ability to put time on a sales rep’s calendar as soon as a prospect has filled out a form from any website, social media platform, or email campaign.
It allows you to configure advanced rules such as:
- Leads who don't qualify for a meeting don't see a calendar
- Leads in certain regions see the calendar of a particular team/individual
- Leads in a certain industry/certain size or any other rules based on your Salesforce mapping book meetings with the correct team (round robin supported as well)
- Leads that already have an opportunity open can book directly with the opportunity owner
- Leads that are already worked on (by your prospecting team for instance) can book a meeting directly with the lead owner
If a prospect doesn't book a meeting on the site (because they forgot or because they don't qualify) can be routed to the correct person automatically (supports round robin, assign to owner etc) for follow up.