Conversica vs. LinkPoint Connect

Conversica is an excellent tool if you have a large database of potential students, sales leads, or other forms of potential customers/users. It does not replace human interaction, but instead supplements it - allowing your admissions/sales/retention team to spend their time with those individuals that are in most need of assistance - whether that be because they are "hot leads" for a sale, students with a sincere interest, or customers needing assistance beyond the capabilities of an automatic system.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

LinkPoint is well suited to any situation where Outlook is used for email correspondence and calendar items and there is need to have a record of those items and/or perform connected actions (schedule tasks, follow up reminders, etc.) in Salesforce. Automating this process and removing as much duplication of work as possible is the primary goal and the primary benefit that LinkPoint provides. In addition to efficiency, automating the process also provides a pretty substantial increase in accuracy, removing ca. 50% of the chance for human error. It's pretty simple functionality in concept, but extremely valuable in execution.

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• Conversica is great at working low level leads and surfacing those that are in fact interested in your product or service.
• Conversica is also useful in weeding out leads that are not strong.
• Since Conversica is sending emails to various prospects, customers and opportunities, it allows sales, account managers, service etc, to focus on other activities, thereby saving time and freeing up resources.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Adding emails is a breeze.
• Creating contacts/leads from outlook is as simple as highlight, drag and drop.
• Additional customization to allow you to bring in associates custom objects.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The method of standing up campaigns can be a little tedious for administrators because it uses copy/paste of Salesforce Campaign ID instead of just searching for active Salesforce campaigns.
• Understanding the conversation path options that the AI could take is improving greatly, but can still use some improvements for admin awareness when standing up a new conversation.
• Understanding what conversation types exist and how they differ from one another is sometimes difficult to self-serv, but the Conversica team is always very good about helping out explaining these.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• The plug-in for Outlook needs to be reset every couple of months.
• It does not tag e-mails sent from mobile devices (or we haven't figured out how to do that yet).

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Tool is extremely powerful but comes with a heavy price tag. As long as we close more than 30 deals with year with Conversica's assistance it will be an easy choice to renew. If we don't we will have to figure out if these funds are best spent in other lead generation places.

Standalone, it's very easy to use. It becomes a little more complicated when you're working with it as an integration in Salesforce.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Our account manager and support rep have been extremely helpful in helping us get the system where we wanted it. Given our original use case as a lead qualifier, a lot of the conversations needed to be altered or exceptions created in order to provide the customization we needed. Our AM and support rep were able to accommodate most of our requests and were extremely helpful in working with us on a solution.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Never had to use the support team, which probably means the product works well!

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The implementation went smoothly. The only advice I would give for anybody looking to integrate Conversica with Salesforce is to ensure that either you or somebody within your organization has experience with process builder as you'll need to create some processes to force your leads into Salesforce campaigns for the Conversica system to pick them up.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

I haven't looked into many other conversational ai products - we received a solid recommendation about using this and have been happy with the process and experience. Price was also pretty good, so we didn't feel a need to shop around on that front. If things change I'll do that homework, but we're happy for now

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Prior to our move to LinkPoint, we used the Salesforce add-in for Outlook. This required manual syncing of email and calendar items and no easy to use interface between the two programs. It was very cumbersome for me to use, to the point where I quit using it altogether some time ago. I found it far less frustrating to just switch back and forth between Outlook and Salesforce and manually perform the requisite actions, create tasks or other items, enter the required data, etc.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We have found that each conversation type has a different ROI. Some are very hard to report off of, whereas others are easy. this is because some are more built around building awareness of what we offer where they may not purchase it for months down the line.
• Has helped us to save on salaries. If staff were to try to do the same thing our AI Assistant does, it would take them many hours to be as successful.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Activity history tracking. Our users send most of their emails from outlook.
• Contact and lead creation.
• Visibility of all associated records.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info