Conversica vs Tact.ai

• 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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• Scan Business Cards into SalesForce
• Have the SalesForce Data Offline
• Able to log notes from meetings

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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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• Adding calendar is cumbersome. Integration between Outlook and Tact.ai is required
• Time required to log in is very high. It wastes so much time every time.
• Schedule view is limited to 2 weeks ahead only

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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 have been able to experience better performance in our sales, as we spend more time dedicated to our customers than doing administrative tasks, thanks to Tact.ai.
• Our team is more organized with clients, with meetings up to date, no delays in responding to clients, which has increased productivity and performance considerably.

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