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URL: https://www.chilipiper.com/products/handoff

⇱ Handoff: Route and Schedule Prospects from Cold Calls, Cold Emails, and More

Handoff

No more complaints about unfair lead distribution

Handoff’s algorithm constantly corrects to make sure every rep has the exact same number of meetings — even accounting for no-shows and cancelations.
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You are in good company. Trusted by 45,000+ users from companies like

Route and schedule outbound leads in minutes seconds

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SDRs can book meetings for AEs from anywhere:

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92%

average show rate for Chili Piper customers

100%

less time spent routing leads in a spreadsheet

< 30 seconds

to route and schedule a meeting

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We were able to increase revenue by 10-15% just by optimizing our inbound process. Our approach really paid off because we optimized what we were already doing rather than going out and spending more money.

Inwoo Song
Director of Growth  @ Workato
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We've taken that whole 7-8 step demo scheduling process and turned it into a 2-3 step process. 70% of those that come in that are raising their hand are scheduling - that's a huge win for us.

TJ Nokleby
Director of Marketing @ Grow
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With Chili Piper, we reduced our SDR meeting no show rate by over 50%, and increased our SQL rate by 33%.

Zvi Storch
Acquisition Marketing Manager @ LawGeex
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No more ghosting

Get your show rate to 92% (or higher)

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Automate Admin Tasks

Routing, scheduling, reminders, follow-ups — all automated.
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Personalize reminder emails

Use automated dynamic tags that help personalize reminder and email communication content.
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Route however you want

No need to memorize every shortcut. All you need to do is write emails the way you always have - we’ll handle the scheduling.
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Get complicated with your weighting

Want to route fewer leads to new reps? Or route more warm leads to your sales development team? Easy.

How Handoff works

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Booking meetings should be easy!

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Seriously, we timed it.

See how to Handoff from SDRs to AEs in less than 60 seconds
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Use Handoff across the funnel

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Closed Won to Implementation

Easily hand off from sales to implementation to get your customer seeing value ASAP. Route to a CSM according to territory, company size, and industry — and even account for PTO.

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Prospecting to Sales

When your SDR has a prospect on the phone, they can route and schedule the meeting with the right AE in seconds.

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Chat to Sales

SDR chatting with a high-intent prospect in chat? Easily route and schedule a meeting with an AE in seconds.

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And many many more...

See how Handoff from Chili Piper will change your distribution.

Learn more

Route and schedule outbound meetings. In seconds.

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The only solution that optimizes conversions across the entire funnel

Chili Piper Handoff automates scheduling and lead routing from prospecting to sales to implementation. And we’ve been doing this for almost a decade.

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Take a look how Handoff works

Loved by sales, operations, and customer success leaders

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Chili Piper Handoff automates scheduling and lead routing from prospecting to sales to implementation. And we’ve been doing this for almost a decade.

Book a demo

Sales

Sales leaders use Chili Piper Handoff to automate handoff from prospecting to sales teams and improve no-show rates.

❌ Before Handoff

✅ After Handoff

Outbound reps spending 10-15 minutes manually routing and assigning leads
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Chili Piper routes and schedules meetings in less than 60 seconds
Meetings are assigned to the wrong rep
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Chili Piper routes and schedules meeting with the next rep in the round robin
Too many no-shows 👻
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92% meeting show rate 
for booked meetings
Constant issues with unfair pipeline distribution
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Effortless lead routing that’s evenly distributed
Wasted time adding inbound leads to cadences
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No visibility into lead distribution

Revenue Operations

RevOps leaders use Chili Piper Handoff to eliminate incorrectly assigned leads and keep their CRM up-to-date.

❌ Before Handoff

✅ After Handoff

Chasing reps to update CRM
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Everything is automatically logged in CRM
Giant spreadsheets with custom formulas and workarounds
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Easily create and update routing rules as your organization grows
Leads are assigned incorrectly
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Leads are automatically assigned to the right rep
Meetings assigned to reps on vacation
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Chili Piper automatically calibrates meeting count based on rep vacation time
Constant complaints about
lead distribution
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Fewer complaints from sales reps. “Just pure happiness.”

Customer Success

Customer Success teams use handoff to increase speed-to-onboarding, turning customers into life-long fans.

❌ Before Handoff

✅ After Handoff

Manually assigning CSMs to new accounts
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Automatically round robin to the next available CSM for a particular segment
Slow customer implementation times due to lack of rep availability
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Customers book implementation with the next available manager
Accounts are assigned to implementation managers when they’re on vacation
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Vacation is taken into account, with no extra configuration
Ad-hoc, manual CSM assignment out of Slack or email for pooled CSM use case
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Round robin to the CSM in the queue based on availability
Manually adding meeting information into CRM for renewals, cross-sells, upsells
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CRM is automatically updated

FAQ

How does Chili Piper ensure meetings are evenly distributed?

Why does Handoff improve conversion rates?

How can SDRs schedule meetings on behalf of AEs?

If someone is on vacation, will they still be assigned leads?

Can SDRs hand off meetings from inbound chat?

How do you hand off accounts from sales to onboarding after they’re Closed Won?

What is the meeting attendance rate for Handoff customers?