Introduction
Finding the right meeting scheduling solution can be a game-changer for revenue operations.
Recently, LeanData conducted a survey of its customers using BookIt, LeanData’s scheduling solution. The results revealed that 42% of the respondents made the switch to BookIt from Chili Piper.
Switching from one scheduling platform to another is no small decision. It reflects a business’ need to improve operational efficiency, reduce costs, and streamline processes.
This post will unpack the insights from our survey, highlighting the top reasons why customers made the switch and the increased value they’ve experienced with BookIt.
Why Customers Looked for an Alternative Meeting Scheduling Solution
- Consolidation of tools
Many companies wanted to reduce tech stack complexity by consolidating scheduling within their existing tools. Since many were already using LeanData for routing, BookIt provided the option of integrating scheduling into the same platform. - Challenges with Chili Piper
Customers reported specific pain points with Chili Piper, including a lack of functionality, poor auditability, high costs, and difficulty with operational maintenance. These frustrations led businesses to seek a more flexible, user-friendly alternative. - Seamless integration with LeanData
BookIt’s native integration with LeanData Orchestration allowed companies to leverage LeanData’s powerful routing features while managing everything seamlessly within Salesforce. This alignment made it easier for teams to keep routing and scheduling under one roof. - Improved functionality and ease of use
Businesses needed a solution that provided advanced features and reliable workflows without constant maintenance. BookIt delivered no-code workflows, fewer errors, and enhanced usability, allowing teams to work more efficiently. - Budget-Friendly Alternative
For organizations facing budget constraints, BookIt offers better value than Chili Piper by streamlining tools and reducing overall costs, all within a single contract.
In their own words: Customer Feedback on the Switch
Here are a few quotes from customers who migrated from Chili Piper to BookIt:
- “We switched due to Chili Piper’s lack of auditability and its lack of investment in admin tools.”
- “Chili Piper was not able to fulfill all our needs and made operational maintenance very difficult.”
- “We experienced limitations with the functionality in Chili Piper.”
- “Chili Piper no longer fit the needs of our business and BookIt had better functionality.”
- “We already used LeanData for lead routing and wanted to consolidate. We also had a poor experience with Chili Piper.”
- “I championed the migration from Chili Piper to LeanData BookIt because of the operational and routing challenges we were facing with Chili Piper.”
Why LeanData Customers Selected BookIt Over Chili Piper
Consolidation of tools
Customers wanted to consolidate tech stacks by combining their scheduling solution with LeanData, which many were already using for Lead-to-Account Matching and Routing.
Integration with LeanData
Customers valued BookIt’s seamless integration with LeanData Orchestration, which made it easier to manage and provided benefits like better routing accuracy, auditing capabilities, and shared features across both platforms.
Pricing and cost savings
Customers wanted to achieve cost savings by streamlining tools and having both BookIt and LeanData Orchestration under the same contract.
Advanced routing and functionality
Customers appreciated that BookIt offered better routing options, duplicate record handling, round robin features, and improved functionality compared to Chili Piper.
Auditing and transparency
Customers valued BookIt’s robust audit logs and reporting capabilities, as they needed better transparency and operational insights, particularly for troubleshooting and understanding lead flows.
“During the buying process, it was very easy to see the positives that BookIt could give us. Since it could do mostly the same things as Chili Piper and open up other avenues for different teams for us, our GTM team was sold! Having LeanData and BookIt on the same platform and in the same contract also made it a no-brainer to consolidate our tech stack since we were also in the market for a tool like LeanData.”
CRM Platform Manager Mid-Market Software Company
Where Customers Are Seeing Increased Value with BookIt
- 74% reported time saved internally on administration (Ops, BDRs, AEs, CSMs)
- 65% reported increased meeting assignment accuracy
- 57% reported increased meeting assignment speed
- 83% reported achieving ROI within days or weeks of implementing BookIt!
Why LeanData’s BookIt is the Right Choice over Chili Piper
For businesses looking to streamline their meeting scheduling processes, LeanData’s BookIt is emerging as the go-to solution. Customers made the switch from Chili Piper due to frustrations with limited functionality, high costs, and lack of transparency—all areas where BookIt excels.
With BookIt, customers found better functionality, fewer errors, and the ability to manage workflows without code, all while staying in Salesforce and within budget. This makes BookIt the right choice for businesses looking to simplify and optimize their scheduling.
Thank You to Our Customers
We want to extend our sincere thanks to all the LeanData customers who shared their feedback and insights in this survey
Ready to Transform Your Scheduling Process?
Request a demo today to see how BookIt can simplify your operations and deliver measurable results!
Ashley Ward
Ashley heads Customer Marketing at LeanData and is responsible for the development of strategic initiatives to drive growth and advocacy throughout the customer lifecycle. Her favorite part of Customer Marketing at LeanData is getting to know OpsStars who are transforming the way they work.
