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 If you use a CRM (Salesforce, Hubspot, etc.), and a work communication system (Slack, Teams), this product will be extremely helpful
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 Troops does a great job of bringing efficiency to the workplace. I am able to jump right to certain deals and learn details of the deals that are coming in straight from Slack. Getting all that info quickly and all in one place has been crucial for our team. Troops does an awesome job of notifying me when signals are shown in my accounts. It lets me focus my attention on the more important accounts, and helps me find what accounts are in the news. 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 One thing I would like is more customization regarding the notifications I receive. Letting a user make edits to the certain notifications they get could be nice. Troops opens a new tab/browser every time I click on a new lead. It makes things difficult to organize with multiple tabs open. 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 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 We looked at the native Salesforce "integration" with
Slack , but it was brief. Troops was so much stronger that it wasn't much of a consideration.
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 Accurate forecasting. Streamlines our agenda. Read full review ScreenShots