Likelihood to Recommend 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.
Read full review We are solving our small sales team problem. I am the only SDR in the company and Tout helps me manage, send and follow up with many of my leads automatically. Tout is more focused on “success or failure” of emails than Yesware is. They are going in different directions – as you can see that they’ll probably have some features from one another.
Read full review Pros 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. Read full review Track leads opening emails and clicking links. We could easily see if a lead forwarded an email to a large group of people for instance, because the stats would show it. Connect our email and CRM to log email activities onto Leads and Contacts. Keep users inside of our email system instead of copying and pasting email templates from multiple places. Read full review Cons 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. Read full review Reporting is clunky and challenging to use at times. They were recently purchased by Marketo, so I'm hopeful that Marketo will be able to address some of these concerns. The ToutApp interface is not the most intuitive and does not provide a deeper understanding/analysis of the data. The ToutApp integration with Outlook has created intermittent problems in usability/access. Read full review Likelihood to Renew 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.
Read full review Usability Standalone, it's very easy to use. It becomes a little more complicated when you're working with it as an integration in Salesforce.
Read full review Support Rating 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.
Read full review It was tough to reach their support team. On average, it would take over 24 hours to get a response. Agents would ask us to perform repetitive tasks and take lots of screenshots instead of looking at our system and helping us fix issues.
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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
Read full review Marketo Sales Connect (ToutApp) was nowhere near as dynamic as the other listed tools that I mentioned. There was not any Sequence or Cadence you could follow. It was missing dynamic fields. A bit cumbersome. The other tools had much prettier interfaces too.
Read full review Return on Investment 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. Read full review It's enabled more efficiency for our SDR team to track and monitor emails. Increased our ability to better target prospects as we learned more about their behaviors. The automation tools for email, and the ability to get glimpses into how that impacted pipeline development, were worth the cost. Read full review ScreenShots