Conversica vs Pardot

• 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.

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• Pardot enables you to set up different environments via the Pardot Business Unit feature, this is helpful for when decentralization is still needed, but you want all business units working with the same tool.
• Pardot enables you to quickly and easily create automation rules that can clean the database retro-actively.
• Pardot has the ability to have multiple lead scoring models run at the same time.

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• 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.

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• Email templates and drafts are really confusing. I trained various people to create their own templates, but they consistently got confused between publishing a template or just saving a draft, and where they needed to go back to find it.
• Their help process is broken, at least for our particular use case. Because we have an enterprise license for Salesforce (even though we had a separate license for Pardot) whenever I needed help with something, I'd get stuck down a rabbit hole and couldn't submit a ticket.

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• 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.

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• We spent several months and lots of money working with a outside integration partner, only to find out the journey we were trying to automate couldn't really be done and was better suited for Marketing Cloud. We ended up cancelling and switching to Marketing Cloud.

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