Conversica vs SalesLoft

• Conversica does a good job of prospecting.
• We love that they have a follow up feature that allows us to hold our staff accountable for reaching out to those who are interested in timely manner.
• The dashboard in Conversica helps us to both navigate current conversations and leads easily, as well as view the progress of current and past conversations.

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• Cadence Management - we can add and edit cadences based on a specific product line we want to sell or an event that our prospects and our reps attended.
• Activity Tracking - we can see all of the calls, emails, reminders, and tasks we have completed on an account or person basis.
• Templates & Snippets - we can easily create templates and snippets for common objections, questions, or ask for feedback.
• Dialer - we can use common dispositions to log calls, which allows us to track what types of conversations we're having, if at all.

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• There are some parts of email templates that are not customizable. This makes it difficult to change sentence structure.
• There are times when the AI assistant is reaching out to leads at the same time as one of our sales reps. Often this is because the salesperson didn't follow the proper process in turning the assistant off but it happens often enough that I wish the process was simplified.

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• Salesloft needs to vamp up their Rules management capabilities. To have the ability to create more rules in which (more fields & more open fields) cadences can be applied - for example. There should be a rule that one prospect can't be part of 2 cadences at the same time or of some sort. Or to somehow handle duplicates in the system (duplicate outreach) so customers don't get reached out to twice or at the same time by different account managers. (clean up data issues with rules)
• SalesLoft could have more cross-functional visibility for teams to share cadences. I think it's not that easy to find Team Cadences or to filter Cadences.
• SalesLoft should have better metrics for successful campaigns. It should be able to rank or rate the best campaigns across teams so that we can know for best practices which are the best campaigns to continue using and which ones to now. So rank them by "Open Rate" or "View Rate" or "Click Rate" just to have better analytics and a dashboard to track success metrics.

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• No lead gets left behind. Your agent doesn't get sick, take vacation or have any lapse in productivity.
• Employee efficiency. Our teams can now focus on the great leads rather than getting overwhelmed with hundreds of contacts to follow up with.

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• I'm sure there has been a huge positive ROI in terms of our team's overall productivity and efficiency in comparison to not having anything at all. However, it's hard to say what the ROI is or would be in comparison to another tool in this space as I have not tried any.

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