TrustRadius
Conversica provides lead management software for marketing, inside sales and sales groups.https://media.trustradius.com/product-logos/bo/LN/53ISIZ692PLR.PNGWe have seen a very positive ROI from use of Conversica in a short period of timeWe use it across our organization to prospect for programs or membership. We upload our own leads which may be active or previous members to try to prospect for programs we are offering, and we also use past members to prospect to find out who is interested in finding out what is new at our organization. It helps us tremendously by only having to call people that show interest, verses calling thousands of people to try to find out who is interested. Therefore it saves us a lot of time and allows us to really engage with those that are most interested.,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.,We would love more options for conversation types. Our organization has so many different things that we offer, we sometimes don't find how what we are trying to offer would fit into a current conversation. We would like to be able to customize the text on the templates a bit more so it was more relevant to our readers. We would love for Conversica to remember conversations from each individual so that if they are engaged again in a future conversation it will already have a profile for that individual which will help to create a more personal touch and could assist with replying to certain requests themselves verse assigning a sales person to reply.,9,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.,We use one assistant for our organization. This has helped us to ensure that the message is clear and consistent for the entire organization (over 15 locations). Our success is dependent on the retention of our members, and by using the assistant it has helped us better engage and connect our members to programs and services, which should have positive impacts on retention down the line.,8,8Conversica Sales AI AssistantWe are using Conversica to follow up with a portion of our incoming, marketing sourced leads. Generally, these leads are what we consider "lower value" compared to what SDRs follow up with directly. The Conversica AI Sales Assistant reaches out to these leads that have shown some interest by completing activities on our website and continues to engage them until they are ready for a sales conversation with a human. This helps us with follow up on a high volume of leads where we don't have human resources.,The team at Conversica is top-notch. From the beginning of our purchasing journey to the support that we have received over the last year, the Conversica team is very committed to our success, implements our feedback and requests quickly, and is generally great to work with. Being able to customize the Conversica Sales Assistant in terms of the messaging and even language is a must for us. We sell into many countries and markets globally and like to customize our reach outs based on the content that leads consume so this is very important to us. The Conversica Sales Assistant has done a great job of learning over the year that we have used her. It has been a breeze to customize outreach and responses and tailor what we are looking for when it comes to "hot leads",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.,7,Conversica has increased our MQL:SAL conversion Conversica has helped us build pipeline with leads that would have otherwise gone untouched.,Prior to using Conversica, we tried to have all of our leads followed up with by SDRs and AEs. We weren't able to keep up! More than that, there were some leads that were much earlier in their buying cycle that our reps felt were not ready to be reached out to. With Conversica, we are able to tackle both of these challenges. Leads are delivered to salespeople only when they are ready and our salespeople have more time to be working on revenue-generating activities.,10,10,Our Conversica AI Assistant never stops working, no coffee requiredWe currently use Conversica to stay on top of our outreach efforts to new leads. Our AI assistant handles the quantity that we cannot get to on our own in a direct 1:1 basis. Furthermore, these efforts are focused on scheduling demo calls with new leads before they go cold.,Providing 1:1 email outreach to a large quantity of leads which our organization is unable to do on our own in a timely manner. Confirms specific contact phone numbers while scheduling a call for our sales department. Opens up new conversations with older leads in our database that have gone cold.,The AI software that reads the replies from our leads is not perfect. I need the ability to update and change the lead status when I discover these mistakes for accurate reporting and follow up. The ability to stop a conversation as a manager is only available from one screen. I would love if they could move this to the main dashboard too. In reporting I would like to see the date and time of last message sent, last reply received, and next message scheduled all next to each other. The import to Salesforce campaigns is nice but the upload of new data from conversica to Salesforce (like lead status and phone number) has to be manually done.,8,The follow up is persistant and consistant. We know the exact status of each lead when Conversica is on it. We can get right to work each day on hot leads and those held for review. We can also easily weed out leads that do not qualify for a sales call without any time spent from our sales team. It gets the ball rolling on a conversation and the hand off seems natural and swift.,After using conversica to make initial outreach we have found that the leads are better qualified and we are able to engage with those with the highest level of interest first with minimal effort to complete and confirm our first call.,No more leads slipping through the cracks. Everyone gets contacted soon after they engage with our content. We can now more accurately determine the interest level of all our leads and place them in the proper section of our sales funnel. We are starting more conversation in less time and have closed new business that originated from Conversica outreach.,Using conversica helped us start more conversations and schedule more calls with minimal effort by our sales team. It did the busy leg work of email outreach to weed out a large database to determine who was qualified and ready to talk.,8,8,PersistIQ,HubSpot, BrightEdge, Moz,6,3,Event follow up after we meet someone at a trade show or conference or if they attend a webinar. Old lead reactivation for those qualified leads who we have not heard from for over 90 days. Content download follow up after someone downloads an ebook or white paper from our website.,We've been able to clean up out database and eliminate all unqualified contacts quickly.,In the future we will consider using Conversica for cold outreach prospecting.,9New user of ConversicaConversica is used to follow up on all leads that request a trial. It will be rolled out to our resellers in time and will be used in other campaigns soon.,Our AI assistant, Kelsey, follows up far more diligently than the reps. Consistent, accurate followup. Often leads towards a call meeting with the reps.,The ability for reps to request that Kelsey stop contacting. I have to do that. The feedback has been very positive from the team.,8,Leads have been converted and sales made that normally a rep would have been too busy to follow up consistently with.,We are a "lean" team and this has provided additional sales along with a reliable assistant for each team member.,8,8,Really great AI that expands our outreach efforts beyond what is humanly possibleWe use Conversica on our Demand Gen and Sales teams. We use it primarily for outreach with prospects that we haven't been able to get in contact with. Its outreach streams allow us to reach those accounts in ways that no human could. The AI is very convincing, and effective at getting a response.,Artificial intelligence. The conversation streams are properly set up to respond to just about every prospect reply. Demand generation. Within the first 2 weeks after going live, we received roughly 15 demo requests in responses to the messaging. Email alerts. It is easily able to alert the lead/contact owner when a response is received. Lightweight on API cals.,Note true SaaS. Everything requires their team to set up and make changes. Visibility. They keep a lot under wraps. Email subject lines, for example.,8,In a matter of 2 weeks, it was able to get 15 positive responses and demo requests from prospects that were in its outreach streams. And these were from our B and C grade prospects. It might have taken months for our sales reps to get those responses. It has helped us to improve our post-event follow up.,Other than using the recipient's name, Conversica really doesn't do much for personalization. But it does help us reach thousands of of prospects that we just wouldn't have the bandwidth to do otherwise.,10,9,Marketo, Pardot and DriftHot leads turn into our newest students because of our AIOur recruitment department is using it as part of the top of the funnel recruitment process, assisting marketing and our other teams handling the huge amount of hot leads we receive through our traditional marketing email automation. Conversica is used as another staff person helping guide our prospective learners thorough the beginning enrollment stages.,Language is so real that people have no idea they’re speaking with a bot. Intuitive learning so it asks the appropriate questions for follow up. The support teams to ensure the email conversations are going well is exceptional.,It would be great if it could do more learning based on the questions. Some of it is limiting and we find our emails have to be written a particular way. Can be restricting. Multiple personas would be good. Right now we have just one. A couple of AI personas would be lovely. The training can be daunting, especially for those that are doing it off the sides of their desk. There is still human intervention needed and it should be explained better that this product can actually increase the need for humans at the company, especially if implemented properly. The hot leads increase.,7,More engagement Quicker (shortened) enrollment time Prospective learners feel engaged as they feel we’re giving them one on one attention.,The engagement with prospective students has gone way up. When we have hundreds and thousands of inquiries per month, we can’t keep up. We had to knowingly ignore some inquiries and tackle a few we thought were the hottest leads. Now, we can engage with all of them and move student s through the enrollments funnel that much faster. It’s been great.,10,6,Salesforce for NonprofitsConversica has really helped to fuel our sales pipeline.We use Conversica as a pre-sales tool. We send new leads through Conversica prior to sending them to our salespeople. Conversica is mainly used by our sales department, but is also being used by our accounting and onboarding department. Our salespeople also use it for bringing back to life a stale opportunity or quote. The accounting department will use it in the same fashion for support quotes. Conversica really helps us to save our salespeople time in seeking out a lead and making sure it is "qualified" before talking with them.,The seven email touch really works well since most salespeople will not really have the time to send that many emails to every lead they receive. The alerts that the owner of the lead receives really has helped a lot with keeping salespeople in touch when they are needed. The HOT lead notice really gets them to notice in an inbox full of other emails. We use Conversica inside of Salesforce. The reporting that is built-in is really on point and very well done. It is really easy to see any information you may need on the current real-time reports.,By using Salesforce with Conversica, anyone can add a lead or contact to a Conversica conversation through campaigns in Salesforce. This is great, but also getting to be a problem in how to organize the many conversations we now have and to have them searchable. The conversations are able to be customized. It would be nice to possibly change some of the wording that is standard and cannot be changed. The emails that Conversica sends out through the AI are great, but it would be great to be able to see the subject of the email as well.,10,We have seen a real increase in the quality of leads going to our salespeople, and with a confirmed phone number. Our salespeople have really liked having an "assistant" to help get stale opportunities back in to process and end in a sale that may not have been made if it was not for Conversica. Conversica has really brought a new life to our company knowing that there is a huge amount of work in a day, over 1700 conversations at a time or more, being done with our people focusing on even more important things.,We have really benefited from having Conversica in place on our companies' behalf. Our customers have also really appreciated the follow-ups that Conversica sends. We have had customers reply back to our AI stating that they had seen her prior emails and had kept forgetting to reply back, and now they have sent in payments we would never have seen. It is the same with leads that are put into Conversica, stating that they are sorry that they had not replied sooner. It really is a great tool for a business with leads and contacts needing that extra touch.,10,10,SalesboxAIConversica will help you book more meetingsWe use Conversica to follow up with many of our marketing leads to ensure those leads have the resources they need to effectively evaluate our software solutions, and to see if they want to meet with us to learn more about how our solutions can help them achieve their goals. When someone expresses interest in meeting with us we pass that person over to our sales team for further follow up and qualification.,Conversica is polite but persistent. While a human might only email a lead 2-3 times before moving on, Conversica will send up to 7 emails. This increases the likelihood that we will get in touch with the prospect and helps us book more meetings. Conversica is able to accurately interpret responses that it receives from prospects and then take automated action based on those responses. For Example, If The Prospect Says They Want To Meet With Us They Will Be Marked As A Hot Lead Which We Can Then Mql And Pass To A Human For Follow Up. If They Say They Are Not Interested Conversica Will Stop Emailing Them. If Conversica Receives An Ooo Email It Can See When The Person Is Expected To Return To The Office And Then Schedule The Next Email To Be Sent After They Return. Conversica Is Able To Confirm A Prospect's Contact Information If We Have It, Or Collect Contact Information If We Don't.,Conversica doesn't always interpret responses correctly so it's important to provide AI feedback when this happens. The ability to customize the email templates is limited. The out-of-the-box embedded reporting is not easy to use. i tend to just use my own salesforce reports. There are a lot of email templates to choose from but it isn't always obvious which one to use and there isn't a way to test them out to see which would be best for your use case. You can't clone campaigns which would be helpful when you have lots of campaigns that are very similar.,9,For various reasons I am not able to disclose our ROI but I can say that we recently renewed our contract with Conversica after seeing results in our first year using the platform.,Conversica ensures every lead is followed up with via email at least 7 times, increasing the likelihood of finding someone interested in meetingConversica frees up our sales team to focus on qualifying leads rather than just trying to make contactConversica helps increase conversion rates by passing more qualified leads to our sales team,10,9Conversica: why you need it!Conversica is being used at a few dealerships throughout our organization in both sales and service. Conversica has helped in re-engaging older sales opportunities that just were not ready at the initial inquiry. In the daily whirlwind of automotive sales, Conversica has helped to ensure clients weren't slipping through the cracks and promoting a friendly customer service experience.,Customer support is top-notch! I have never had a bad experience with their customer support. They are very knowledgeable and friendly. From discussing reporting to helping set up users, quick to respond to your needs. Conversica has a way of engaging with clients and getting a response. Often you find clients won't respond to the "sales person" but will reply to Conversica. Their AI got even smarter recently with smarter responses and timing of their messaging,COnversica has the ability to be personalized with some lead sources, would be nice to integrate even more.,10,Positive,Tremendous benefits. As I mentioned in my previous response, Conversica has done very well in getting a response from clients when we were not able to do so. I think clients feel less pressured and less defensive when working with Conversica, "She" is a friendly customer service agent trying to help.,10,10Changed Email Marketing ForeverWe are using the Smart assistant for email marketing to close lost opportunities. It is currently being used by just the sales team as we try to get people to book online demos with the team.,The automated email marketing makes life much easier for all of the sales reps. The smart AI is able to very accurately identify if an email response is positive or negative. It is good at moving the prospect through the sales funnel. Conversica's Salesforce dashboard is easy to use.,I have no complaints so far.,9,We have reached out to thousands of potential customers in a very short amount of time. The average time from when a customer raises their hand to an actual meeting being booked has gone down tremendously.,Conversica's AI assistant has created hundreds of new opportunities for our company. This allows sales reps to do less "chasing" and more "selling". Conversica is able to respond to emails very quickly and this created a great customer experience.,10,10,WOW...that is the one word I would choose to describe ConversicaWe use Conversica to engage all of our web form fills and move them from an MQL to an SQL. We also use Conversica to follow-up on all post-event leads, reengaging cold leads, and to start up-sell/cross-sell conversations with current clients. This is a combo effort between Marketing and Sales and is insuring that all off our leads are being contacted. In the past we have had leads fall through the cracks as they get lost in the day-to-day tasks of the sales team. We acquire large lead lists from event attendance and from our referring partners and those numbers are daunting to our small sales staff. Conversica and our assistant filter out the noise and brings a better, more qualified candidate to the table, one that is further along in the funnel and ready to engage in a sales discussion.,First and foremost Conversica never misses a lead. We have had 100% follow-up on all form fills since we launched our assistant. Conversica easily handles large numbers of leads and is never over whelmed. Conversica never quits. Most responses are coming after the 6th or 7th message to them. Conversica identifies Hot Leads right off the bat and then identifies leads to review and leads at risk in an easy to use dashboard.,I really can't think of anything that can be improved. They are constantly working to improve their product and you are involved in that process with each response you receive. There is nothing for me to add I know you want 3 items, but for me, there is nothing to add here.,10,We are fairly new with Conversica, but we have had tremendous success contacting leads that have sat dormant and not worked, we have seen deal flow from these conversations, just at the time I can't give a specific answer. In our first small campaign to cold leads we had a 46% engagement rate, which is phenomenal! The more leads we feed to Conversica the lower our engagement rate drops, but over time it climbs back up as it take 6-7 messages before we see a lot of response.,We have been able to reach thousands of leads that we would never have been able to touch before Conversica. We have a small team and Conversica has helped us seem much much bigger. On top of it all the leads get followed up on in a timely fashion because the reps have seen a higher quality lead come through or at least a more warm lead come through the top of the funnel. We have also been able to use Conversica to drive higher quality leads to our booths at events. We have really eliminated those that are not a fit for our services and have made our event attendance a much more effective experience for our sales team.,10,10,,Marketo, Convirza, Qualtrics,9,1,Pre-Event messaging and appointment setting Driving interest at the top of the funnel with cold contacts. Connecting with inbound leads from our website immediately,With their new drive action feature we have been able to use our existing content to drive them deeper into the funnel and further educate them on our products and services before they are contacted by our sales team.,10,Yes,Just yesterday. I had a person get transferred into another department and i needed them removed and their leads transferred to another contact ASAP. I was very busy with other issues and i reached out to my CSM and he immediately made the change for me. This is why Conversica rocks, they are always there to help and are happy to do so!Conversica's AI has increased productivity of our entire sales team!Conversica's AI platform is used for lead generation and qualifying for our Inside Sales and Marketing Team. Due to the relatively small size of our company and the high volume of leads this is just like adding another employee to work through the initial inbound lead process. Each of our Conversica sales consultants have been AWESOME to work with. We recently started working with Gursharn Parmar and he is taking us to a new level with offering advice on improving our current campaigns and adding new conversations.,Excellent follow-up from Conversica Sales Support Reps. Continual learning from leads to improve AI conversations. Easy to use reporting.,When setting vacation days for our reps. would love the ability to delegate alerts to more than one person. Would like the ability to see and update our current conversations.,10,Our business has seen a higher conversion rate from prospects to customers since utilizing Conversica. This AI platform is well worth the investment!,,HubSpot, Uberflip, WistiaBring on more custom fields!It is being used across the organization and it addresses members who recently quit their membership.,Response rates are high,Set conversations, not much room to create own emails.,3,It has positively had an ROI as some members have decided to come back.,We have benefited when the tool is used throughout the AO. It does require a lot of manual labor that our staff just simply don't have the time for, so it gets pushed to the back for a lot of employees.,10,6,Conversica is worth a tryConversica is being used by our marketing department to re-engage with leads that requested a demo but never scheduled a time. Conversica allows us to better communicate in mass with people who have an interest but just may have been hard to get a hold of the first time around. This allows our reps to only spend time with people who re-engage with us.,Simple way to interact via email and get reps involved when the right moment arrives. Conversational AI is pretty good - Conversica actually understands most conversations. It doesn't take a ton of time to figure out how it works - it's pretty straightforward.,They sell texting capabilities, but the offering feels pretty limited there. Alerts could be better integrated. Does require quite a bit of up front effort before you can start getting value Require a year contract.,8,It's paid for itself.,It has allowed us to focus on more immediate needs from our SDR team while allowing Conversica to work with opportunities that aren't as time-sensitive. It helps schedule conversations with reps so they jump in at the right moment. It really helps out as if you had another headcount, which is exactly how they want you to feel about it.,10,8,Conversica ReviewConversica is allowing us to engage with multiple business units concurrently while utilizing our live resources solely for substantive conversations rather than for prospecting. Before Conversica, we would receive a large number of "lower priority" leads that our Sales team would procrastinate on and not reach out right away or would fatigue the prospect and miss out on it entirely. With this service now, every lead is addressed, contributing to a wider net being cast for hot lead to be reviewed by a real person. The support for each client seems more personalized with timely communication, keeping the client interested as well.,Conversica helps with bringing and capturing a wider net of clients/leads. The solution is easy to set up and get running quickly. Customer service almost always is great and thoroughly helps us out with any problems we run in to. The AI assistant works wonders! It's like having another employee on the floor at all times.,Adding a feature that allows you to customize the amount of times any grouping of data points will be contacted would be extremely useful. The tool was initially too aggressive and the reporting isn't the most comprehensive, but we utilize our CRM to help with that. Sometimes the AI assistant can misread a response and not answer a customer's response appropriately.,9,The ROI Conversica presents at are a little over-the-top. The ROI conversation is not a one time meeting, even dragging for months at a time. However, once everything is set up and ready to go, the solution helps us reach our objective as much as it can.,Yes, customer engagement is so much easier now. The Sales team always seems to be overloaded with work, so the AI assistant alleviates some of the work like sending personalized emails and continuously monitoring for responses. It also keeps in track of all the leads that are present and supports closing deals, all without making a physical one-on-one call. The ability to freely pick and choose any clients from the list that the AI assistant complies is also huge.,10,9,DriftNo vacations...no raises...you're hired!We're using Conversica in Marketing and Sales to nurture new leads, re-engage older leads and follow up on trade shows and event leads. The primary problem it is solving is consistency in follow up and helping us to identify potential opportunities that have previously been left for dead.,Consistent follow up and cadence of outreach Surfacing potential hot leads Identifying when the ball has been dropped - leads at risk,Translations - French, German, Spanish,10,Conversica has been involved in dozens of opportunities that have been created in the past year (either through initial lead follow up or through re-engaged conversation). We've saved approximately the equivalent of 6 months of a full-time SDR time.,Consistent follow-up and tracking has been the major benefit.,10,10Offload bad Leads and make Sales winning opportunity easierWe use Conversica to better qualify leads for sales to result in an appointment and opportunity Conversion. Primarily as a Sales Assistant for acquisition and Customer Success assistant for Base. The primary reason we brought in Conversica was to take the burden from sales to work with sorting out a large volume of marketing qualified leads. Conversica Sales Assistant can offload close 90% of volume allowing sales reps to focus on 10% of top quality leads that can result in an opportunity. Later we expanded to a regular health check with the existing base customer - another high volume activity that Convesica Customer Success Assistant can help in offloading unproductive sales interactions quickly.,Offloading low-quality, unproductive marketing qualified leads from sales. Increasing virtual human touch without having to increase sales headcount. Re-confirming contact info and verifying an appointment was completed.,Contextual understanding of email responses - resulting in false hot leads or not turning real interest to hot leads. Conversation track build and mapping interface - could be more intuitive. Reporting - lack of ability to go deeper once the initial report is created.,9,Savings on hiring additional sales resources (6-8 FTE). Time savings on unproductive Leads qualified through scoring (80-90% offload). Hot lead to opportunity conversion rates (almost 10X).,We started with a sales assistant and immediately saw a higher hot lead conversion to appointments. We found we can offload almost 80-90% of marketing qualified leads from sales. This improved confidence in marketing leads sent to sales. We were able to get higher engagement from Conversica identified hot leads that resulted in a better conversion ratio.,9,8,Conversica makes sense!We use Conversica as part of lead generation. Emails are sent out and after the customer begins to engage, it is handed off to a sales rep.,Communicating with many people simultaneously. Appearing to be a "real" person. Logic.,I would like to see more varied responses and approaches.,8,Conversica has paid for itself many times over.,Conversica is an excellent tool. The AI personalities fit with our sales rep's personalities. The hand-off is very seamless and the AI's are able to schedule sales calls without us having to take an extra step. This process has allowed our salespeople to focus on closing business instead of finding business.,9,10,DriftCould be a stellar success with a few small tweaks -- but we also had a botched implementationConversica was purchased to qualify leads that are not from target accounts. These leads are still valuable to partners and we want to give them a positive brand experience, but cannot scale human resources to address the volume.,The bot is reliable with its cadences and memory of when to reach back out of a lead indicates a better time to engage. The Conversica support team is talented and helpful. The product is focused on sales, which is great -- we are able to paste full conversations inside of Salesforce, if we don't want reps to have to log into Conversica directly to follow up with qualified leads.,As a customer admin, I am not able to control much on my own. I have to reach out to support for pretty much any changes to the system. When I review the bot's qualification decisions, they appear to be unreliable. Many leads are marked as hot simply because they said "yes" somewhere in the conversation, but they could say "Yes! I'd like to speak to someone about (selling their own software to us), but no, I have no use case." The bot requires a lot of feedback to start becoming more accurate. This onus is on the customer to staff and execute on this.,7,Conversica has enabled us to not need ISRs for non-target leads outreach and escalation. Conversica requires a lot more human management than meets the eye of the buyer. We were allowed to implement Conversica poorly -- I believe that if the implementation had been better, a lot of our ailments regarding qualification and process flow would be healed.,Conversica has helped with reliable outreach and escalation, but can sometimes be hit or miss with hot lead qualification for sales.,9,1,DriftConversica has been a huge time saverOur organization uses Conversica to 'go after' cold leads or leads that are not interesting at that moment to our sales team. We also use Conversica to follow up with webinar registrants to see if they'd like to schedule a meeting for more information using Chili Piper's integration.,Follow up with leads that we have a hard time getting sales to follow up with. These are usually accounts that are not current targets but have at least a small amount of engagement. Takes the pressure off our SDR team to follow up with voluminous leads so they can focus on accounts that they value. Provide native reporting and tracking in SFDC that makes it easier to manage operations.,There's inflexibility with their conversations. You can not use your own copy completely. Templates are provided that allow you to add things like our value prop to customize messaging. You'll need to use Drive Action campaigns to use Chili Piper meeting links which the AI assistant will only offer once. Training the AI assistant to respond as our reps would has been somewhat difficult.,8,Conversica has paid for itself in only 4 months so in less than 6 months our ROI is 100%. It's easy for us to add leads to existing campaigns from SFDC which means that our time to launch is 3-4 minutes best case. This saves an incredible amount of our teams time so we can focus on other projects.,The change that Conversica has had on our sales and marketing teams is out of this world. Reps are happy that we have an easy way to help them make their end of quarter numbers and in most cases, our AI assistant has gotten the job done.,6,9Great AI functionality, conversation, and support limitationsWe started using Conversica to extend our sales prospecting and recruitment outreach. Our artificial intelligence assistant has been very effective in getting responses that our human counterparts were unable to reach. The language and cordial conversation make the assistant seem completely natural. Conversica has thought of many factors to contribute to her success from the psychology behind the assistant title to the out of office days and optimizing reply times. It has helped us increase our reach of leads that would normally take a human several individual weeks to do, now in only a day. This has helped us focus our sales team's effort on only interested leads instead of sifting through piles of uninterested ones.,Getting interested respondents from a long data list of contact information. Following up to make sure our team spoke with interested parties. Categorizing the responses so that you know how to approach leads in the future.,Customization of conversations is limited, and there aren't a lot of options for warm leads. Conversations are geared more toward cold leads. We're unable to make specific campaign adjustments based on where you generated the leads from. The support team and customer success managers can be slow to respond since they're on the West Coast. Making changes takes an extended amount of time. It does not connect with Zapier, and integration to the CRM costs extra. It only connects with certain CRMs, so it makes it difficult to have real-time updates on leads from one platform to the other.,7,Still evaluating. The platform is pretty expensive per month, so we have only seen a moderate return from recruitment and sales efforts. We deal in mortgages, so the actual closing of a sale or converting a producing employee is a longer lead time and more complicated for qualifying purposes.,For aged leads and mass marketing campaigns where we have had a lot of data and leads to follow up on, and not enough staff to pick up on previous conversations, it has been great. It has saved our sales team countless hours wasted on uninterested leads, and focused on only those who want to speak with us. It allows sales to have more meaningful and engaging conversations with leads rather than constantly emailing or sending drip campaigns with no responses. It definitely adds more motivation to their workdays!,6,8,First impressions and monitored results.We use this platform as a lead generation tool to support the Sales team. Some of the leads we upload are current or former clients, and some are cold leads generated from our internal lead sourcing team.,It helps to initiate conversations that break through the clutter of the prospecting process. Conversica allows our Sales team to spend their time working legitimate leads as opposed to cold leads that might not truly materialize into closed deals. It personalizes what could be a cold lead gen process.,The dashboard can be a bit confusing to navigate. I'd like to be able to change who leads are distributed to mid-campaign. I'd like to have more flexibility in how the conversations are crafted.,8,It helps to bring in legitimate new deals. One closed deal via leads generated from Converisca pays for the yearly fee for the service. If any negative, I feel our sales team (some reps) lean on this as their sole prospecting tool. This has helped to improve our efficiency, ultimately promoting a stronger operational flow.,As noted earlier, it has greatly helped with our efficiency, as well as providing us with a stronger pool of prospects.,10,9,Conversica use it as intendedWas bought for sales to use but then went to marketing. DG is still aligning to the proper use case. We have tried to use it to drive prevent registration but the tools meeting AI was not designed for that. We are currently exploring how to incorporate this into our 2020 GTM strategy.,Holding to the cadence that is forgotten by many reps. Integrates with specific campaign segmentation. Being an extension of your qualification team.,Misses the human element for research and referenceability from event/webinar notes. The responses can seem vague to elicit a response. Be sure to use the tool as intended. As a follow-up solution not to generate interest.,5,We are still working out how to segment a subset of people to use this effectively.,Not at the current moment.,5,8Smart and responsiveWe are currently using Conversica within our sales and marketing departments. We purchased the technology to help assist our sales development team in qualifying and engaging with leads that come in through the website. We have programmed Conversica to be the follow up to unresponsive leads as well as all SMB leads since we don’t have a dedicated SDR for that segment. Conversica makes sure that we follow up with all inquiries in a timely manner and that no leads get left behind.,Lead qualification. Hot lead prioritization. Engaging unresponsive leads. Ensuring SDR follow up.,Can be a bit challenging to setup skills; requires customer success help. Email Opt-out; could automate the process a bit better.,9,Higher MQL to SQL conversion rate. More qualified leads for the sales team. Better engagement and follow up.,We are able to do more lead qualification and routing without having to hire additional sales development reps. Our AI assistant is able to be the first touchpoint for leads generated and then qualify and prioritize hot leads so that the SDR team can focus on the MQLs with the highest propensity to convert into an opportunity.,8,8,Outreach and SalesLoftA good tool and good support with a high level of customization, but sometimes frustrating to deal with.Conversica is used to allow sales to focus on the later stage of closing a deal. It's a good way to free some times from sales when it comes to schedule meeting or just connect to a lead after they completed a form. It gives a feeling of exclusivity to each lead, in the sense that it looks like they are interacting with a real person and not a random nurturing program.,Assess the interest from a lead for a meeting Triage (hot/warm lead) Queuing,Booking meeting: that would be a neat feature. Sending documents Switching between Marketo/Pardot Nurturing Program and Olivia,7,Sales rely too much on Conversica. The connection with the nurturing program is tricky: warm leads could end up in limbo. Time-consuming to check it.,I don't see the benefit yet since it needs a lot of configuration in order to get proper customer engagement. Also, when dealing with multiple languages, it's hard for Olivia to understand out of the office messages which can make the interaction painfully complex and daunting to deal with. So there is that.,8,7
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Conversica
124 Ratings
Score 8.5 out of 101
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Conversica Reviews

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Conversica
124 Ratings
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Score 8.5 out of 101

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Kathy Cannon profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use it across our organization to prospect for programs or membership. We upload our own leads which may be active or previous members to try to prospect for programs we are offering, and we also use past members to prospect to find out who is interested in finding out what is new at our organization. It helps us tremendously by only having to call people that show interest, verses calling thousands of people to try to find out who is interested. Therefore it saves us a lot of time and allows us to really engage with those that are most interested.
  • 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.
  • We would love more options for conversation types. Our organization has so many different things that we offer, we sometimes don't find how what we are trying to offer would fit into a current conversation.
  • We would like to be able to customize the text on the templates a bit more so it was more relevant to our readers.
  • We would love for Conversica to remember conversations from each individual so that if they are engaged again in a future conversation it will already have a profile for that individual which will help to create a more personal touch and could assist with replying to certain requests themselves verse assigning a sales person to reply.
If you are interested in trying to better connect your clients with other services that you offer, then Conversica does a great job of prospecting so that you can save time in finding leads that are most likely to be interested. We have also found a lot of success on getting prospects for past clients or members who are may be interested in your services again. We have a much better success rate for these emails then us doing email blasts because it is personal verse being an "ad" that is sent out where it is apparent that it is a mass email.
Read Kathy Cannon's full review
Adriana Zupan profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
We are using Conversica to follow up with a portion of our incoming, marketing sourced leads. Generally, these leads are what we consider "lower value" compared to what SDRs follow up with directly. The Conversica AI Sales Assistant reaches out to these leads that have shown some interest by completing activities on our website and continues to engage them until they are ready for a sales conversation with a human. This helps us with follow up on a high volume of leads where we don't have human resources.
  • The team at Conversica is top-notch. From the beginning of our purchasing journey to the support that we have received over the last year, the Conversica team is very committed to our success, implements our feedback and requests quickly, and is generally great to work with.
  • Being able to customize the Conversica Sales Assistant in terms of the messaging and even language is a must for us. We sell into many countries and markets globally and like to customize our reach outs based on the content that leads consume so this is very important to us.
  • The Conversica Sales Assistant has done a great job of learning over the year that we have used her. It has been a breeze to customize outreach and responses and tailor what we are looking for when it comes to "hot leads"
  • 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.
Conversica has been extremely useful in following up with a large volume of leads for initial reach out and the Sales Assistant is great at the beginning of the sales cycle. The assistant is persistent and will continue to engage leads until they are ready for a human conversation. We are forthcoming about the fact that the Sales Assistant is a bot so if there is a scenario where she doesn't understand a question or is confused by a response, it is easy to explain to leads why. I would be hesitant to use Conversica later in the sales cycle where conversations become more complicated.
Read Adriana Zupan's full review
Mike Bryant profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
We currently use Conversica to stay on top of our outreach efforts to new leads. Our AI assistant handles the quantity that we cannot get to on our own in a direct 1:1 basis. Furthermore, these efforts are focused on scheduling demo calls with new leads before they go cold.
  • Providing 1:1 email outreach to a large quantity of leads which our organization is unable to do on our own in a timely manner.
  • Confirms specific contact phone numbers while scheduling a call for our sales department.
  • Opens up new conversations with older leads in our database that have gone cold.
  • The AI software that reads the replies from our leads is not perfect. I need the ability to update and change the lead status when I discover these mistakes for accurate reporting and follow up.
  • The ability to stop a conversation as a manager is only available from one screen. I would love if they could move this to the main dashboard too.
  • In reporting I would like to see the date and time of last message sent, last reply received, and next message scheduled all next to each other.
  • The import to Salesforce campaigns is nice but the upload of new data from conversica to Salesforce (like lead status and phone number) has to be manually done.
It's perfect for organizations that have large databases and not enough man power to reach out to each lead one at a time. Perfect for confirming phone numbers and setting appointments for sales reps. You have to be careful with the leads that are imported because if your Salesforce campaigns for conversica are not dialed in, then you will contact the wrong person. Clean list equals clean outreach from conversica. This may seem like a no brainier, but sales databases are typically out of date and full of bad data.
Read Mike Bryant's full review
Corey Navis profile photo
October 09, 2019

New user of Conversica

Score 8 out of 10
Vetted Review
Verified User
Review Source
Conversica is used to follow up on all leads that request a trial. It will be rolled out to our resellers in time and will be used in other campaigns soon.
  • Our AI assistant, Kelsey, follows up far more diligently than the reps.
  • Consistent, accurate followup.
  • Often leads towards a call meeting with the reps.
  • The ability for reps to request that Kelsey stop contacting. I have to do that.
  • The feedback has been very positive from the team.
Conversica has done excellently in consistent follow ups. Also, reading when a customer does not want follow up. Great there as well. It may be more on the management side of things, but the reps are uncertain at times who and when she is following up.
Read Corey Navis's full review
Parker O'Very profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Conversica on our Demand Gen and Sales teams. We use it primarily for outreach with prospects that we haven't been able to get in contact with. Its outreach streams allow us to reach those accounts in ways that no human could. The AI is very convincing, and effective at getting a response.
  • Artificial intelligence. The conversation streams are properly set up to respond to just about every prospect reply.
  • Demand generation. Within the first 2 weeks after going live, we received roughly 15 demo requests in responses to the messaging.
  • Email alerts. It is easily able to alert the lead/contact owner when a response is received.
  • Lightweight on API cals.
  • Note true SaaS. Everything requires their team to set up and make changes.
  • Visibility. They keep a lot under wraps. Email subject lines, for example.
It's really great for scenarios where a sales rep has tried for a long time to get a response from a prospect, but hasn't received a response. The rep can have Conversica take over and see if it is more effective. It helps our reps spend time on the prospects that are more worth their time, and while it does the grunt work. The truth is, however, it is NOT a real person and cannot fully replace an actual sales rep. It cannot answer complex questions about your product.
Read Parker O'Very's full review
Erin Stevenson profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
Our recruitment department is using it as part of the top of the funnel recruitment process, assisting marketing and our other teams handling the huge amount of hot leads we receive through our traditional marketing email automation. Conversica is used as another staff person helping guide our prospective learners thorough the beginning enrollment stages.
  • Language is so real that people have no idea they’re speaking with a bot.
  • Intuitive learning so it asks the appropriate questions for follow up.
  • The support teams to ensure the email conversations are going well is exceptional.
  • It would be great if it could do more learning based on the questions. Some of it is limiting and we find our emails have to be written a particular way. Can be restricting.
  • Multiple personas would be good. Right now we have just one. A couple of AI personas would be lovely.
  • The training can be daunting, especially for those that are doing it off the sides of their desk. There is still human intervention needed and it should be explained better that this product can actually increase the need for humans at the company, especially if implemented properly. The hot leads increase.
It is ideal when you get a lot of emails from prospective leads and they have very similar questions. You spend a lot of time answering the same thing over and over and it can eat up your time. But it’s necessary to get them down the funnel. Conversica assists with that. They handle the initial emails and help self serve those prospects so staff is then able to deal with hot leads only.
Read Erin Stevenson's full review
Tim Mize profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Conversica as a pre-sales tool. We send new leads through Conversica prior to sending them to our salespeople. Conversica is mainly used by our sales department, but is also being used by our accounting and onboarding department. Our salespeople also use it for bringing back to life a stale opportunity or quote. The accounting department will use it in the same fashion for support quotes. Conversica really helps us to save our salespeople time in seeking out a lead and making sure it is "qualified" before talking with them.
  • The seven email touch really works well since most salespeople will not really have the time to send that many emails to every lead they receive.
  • The alerts that the owner of the lead receives really has helped a lot with keeping salespeople in touch when they are needed. The HOT lead notice really gets them to notice in an inbox full of other emails.
  • We use Conversica inside of Salesforce. The reporting that is built-in is really on point and very well done. It is really easy to see any information you may need on the current real-time reports.
  • By using Salesforce with Conversica, anyone can add a lead or contact to a Conversica conversation through campaigns in Salesforce. This is great, but also getting to be a problem in how to organize the many conversations we now have and to have them searchable.
  • The conversations are able to be customized. It would be nice to possibly change some of the wording that is standard and cannot be changed.
  • The emails that Conversica sends out through the AI are great, but it would be great to be able to see the subject of the email as well.
We have loved having the AI be the "go-between" on a new lead coming into a salesperson. This scenario is not just used for our inbound leads, but we also use it for our outbound leads as well. We have even used it to test the sources, we get outbound leads from quickly and easily with no work from our salespeople required.
Read Tim Mize's full review
Jonathan Gallagher profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Conversica to follow up with many of our marketing leads to ensure those leads have the resources they need to effectively evaluate our software solutions, and to see if they want to meet with us to learn more about how our solutions can help them achieve their goals. When someone expresses interest in meeting with us we pass that person over to our sales team for further follow up and qualification.
  • Conversica is polite but persistent. While a human might only email a lead 2-3 times before moving on, Conversica will send up to 7 emails. This increases the likelihood that we will get in touch with the prospect and helps us book more meetings.
  • Conversica is able to accurately interpret responses that it receives from prospects and then take automated action based on those responses. For Example, If The Prospect Says They Want To Meet With Us They Will Be Marked As A Hot Lead Which We Can Then Mql And Pass To A Human For Follow Up. If They Say They Are Not Interested Conversica Will Stop Emailing Them. If Conversica Receives An Ooo Email It Can See When The Person Is Expected To Return To The Office And Then Schedule The Next Email To Be Sent After They Return.
  • Conversica Is Able To Confirm A Prospect's Contact Information If We Have It, Or Collect Contact Information If We Don't.
  • Conversica doesn't always interpret responses correctly so it's important to provide AI feedback when this happens.
  • The ability to customize the email templates is limited.
  • The out-of-the-box embedded reporting is not easy to use. i tend to just use my own salesforce reports.
  • There are a lot of email templates to choose from but it isn't always obvious which one to use and there isn't a way to test them out to see which would be best for your use case.
  • You can't clone campaigns which would be helpful when you have lots of campaigns that are very similar.
Conversica is a good solution when you have a lot of leads that you want to follow up with but you don't have enough humans to follow up with them, or you want to supplement your human follow up with AI-powered email follow up. Conversica is also a great supplement to your existing marketing automation drip/nurture campaigns.
Read Jonathan Gallagher's full review
Emily Salamone profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Conversica is being used at a few dealerships throughout our organization in both sales and service. Conversica has helped in re-engaging older sales opportunities that just were not ready at the initial inquiry. In the daily whirlwind of automotive sales, Conversica has helped to ensure clients weren't slipping through the cracks and promoting a friendly customer service experience.
  • Customer support is top-notch! I have never had a bad experience with their customer support. They are very knowledgeable and friendly. From discussing reporting to helping set up users, quick to respond to your needs.
  • Conversica has a way of engaging with clients and getting a response. Often you find clients won't respond to the "sales person" but will reply to Conversica.
  • Their AI got even smarter recently with smarter responses and timing of their messaging
  • COnversica has the ability to be personalized with some lead sources, would be nice to integrate even more.
Conversica is well suited for a wide range of business needs or models. Conversica works well in a BDC model as well as in-store use for the sales staff.
Read Emily Salamone's full review
Christopher Schnack profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
We are using the Smart assistant for email marketing to close lost opportunities. It is currently being used by just the sales team as we try to get people to book online demos with the team.
  • The automated email marketing makes life much easier for all of the sales reps.
  • The smart AI is able to very accurately identify if an email response is positive or negative. It is good at moving the prospect through the sales funnel.
  • Conversica's Salesforce dashboard is easy to use.
  • I have no complaints so far.
Conversica is really good at reaching out to potential clients that have not requested a demo of our product yet. There are many scenarios where potential customers have requested information about our product but have not actually set up a time to speak to speak to a sales rep. Conversica is very good at constantly reaching out to these individuals until they finally book a time to speak with us.
Read Christopher Schnack's full review
Shane Adair profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Conversica to engage all of our web form fills and move them from an MQL to an SQL. We also use Conversica to follow-up on all post-event leads, reengaging cold leads, and to start up-sell/cross-sell conversations with current clients. This is a combo effort between Marketing and Sales and is insuring that all off our leads are being contacted. In the past we have had leads fall through the cracks as they get lost in the day-to-day tasks of the sales team. We acquire large lead lists from event attendance and from our referring partners and those numbers are daunting to our small sales staff. Conversica and our assistant filter out the noise and brings a better, more qualified candidate to the table, one that is further along in the funnel and ready to engage in a sales discussion.
  • First and foremost Conversica never misses a lead. We have had 100% follow-up on all form fills since we launched our assistant.
  • Conversica easily handles large numbers of leads and is never over whelmed.
  • Conversica never quits. Most responses are coming after the 6th or 7th message to them.
  • Conversica identifies Hot Leads right off the bat and then identifies leads to review and leads at risk in an easy to use dashboard.
  • I really can't think of anything that can be improved. They are constantly working to improve their product and you are involved in that process with each response you receive.
  • There is nothing for me to add
  • I know you want 3 items, but for me, there is nothing to add here.
Any time you are collecting leads or looking to contact clients without over extending your sales force would be a perfect time for Conversica. More importantly, if you feel you are not getting 100% effort in contacting your leads then this is the tool that you need. We have used it for new lead follow-up, post-event follow-up, up-sell/cross-sell, and reengaging cold leads.
Read Shane Adair's full review
Jay Sackett profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Conversica's AI platform is used for lead generation and qualifying for our Inside Sales and Marketing Team. Due to the relatively small size of our company and the high volume of leads this is just like adding another employee to work through the initial inbound lead process. Each of our Conversica sales consultants have been AWESOME to work with. We recently started working with Gursharn Parmar and he is taking us to a new level with offering advice on improving our current campaigns and adding new conversations.
  • Excellent follow-up from Conversica Sales Support Reps.
  • Continual learning from leads to improve AI conversations.
  • Easy to use reporting.
  • When setting vacation days for our reps. would love the ability to delegate alerts to more than one person.
  • Would like the ability to see and update our current conversations.
Conversica would be extremely helpful to any size inside sales team that is responsible for lead generation follow-up. This AI will definitely pre-qualify prospects to provide your sales team with high quality leads resulting in a higher conversion rate.
Read Jay Sackett's full review
shaylah manning profile photo
Score 3 out of 10
Vetted Review
Verified User
Review Source
It is being used across the organization and it addresses members who recently quit their membership.
  • Response rates are high
  • Set conversations, not much room to create own emails.
It is suited for asking customers easy surface-level questions.
Read shaylah manning's full review
No photo available
September 20, 2019

Conversica is worth a try

Score 8 out of 10
Vetted Review
Verified User
Review Source
Conversica is being used by our marketing department to re-engage with leads that requested a demo but never scheduled a time. Conversica allows us to better communicate in mass with people who have an interest but just may have been hard to get a hold of the first time around. This allows our reps to only spend time with people who re-engage with us.
  • Simple way to interact via email and get reps involved when the right moment arrives.
  • Conversational AI is pretty good - Conversica actually understands most conversations.
  • It doesn't take a ton of time to figure out how it works - it's pretty straightforward.
  • They sell texting capabilities, but the offering feels pretty limited there.
  • Alerts could be better integrated.
  • Does require quite a bit of up front effort before you can start getting value
  • Require a year contract.
It's great if your primary method of communication with prospects is via email. Their success team is amazing and works really close with you the whole time to make sure you see success - I've never seen anything like it. If you'd like to avoid hiring more SDRs then this is a good way to help out and flag your internal team when they need to jump in.

I would feel hesitant using the texting feature and trying to reach out for anything other than a simple request. Although AI is great, it can't be overly complex or else things can get tough.
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No photo available
August 09, 2019

Conversica Review

Score 9 out of 10
Vetted Review
Verified User
Review Source
Conversica is allowing us to engage with multiple business units concurrently while utilizing our live resources solely for substantive conversations rather than for prospecting. Before Conversica, we would receive a large number of "lower priority" leads that our Sales team would procrastinate on and not reach out right away or would fatigue the prospect and miss out on it entirely. With this service now, every lead is addressed, contributing to a wider net being cast for hot lead to be reviewed by a real person. The support for each client seems more personalized with timely communication, keeping the client interested as well.
  • Conversica helps with bringing and capturing a wider net of clients/leads.
  • The solution is easy to set up and get running quickly.
  • Customer service almost always is great and thoroughly helps us out with any problems we run in to.
  • The AI assistant works wonders! It's like having another employee on the floor at all times.
  • Adding a feature that allows you to customize the amount of times any grouping of data points will be contacted would be extremely useful.
  • The tool was initially too aggressive and the reporting isn't the most comprehensive, but we utilize our CRM to help with that.
  • Sometimes the AI assistant can misread a response and not answer a customer's response appropriately.
You can use Conversica anytime you need to follow up on leads. At first, we were a bit skeptical with the service, but once it was in use we didn't look back. Additionally, you can let the product handle outreach for leads and let the Sales team focus on selling. A scenario that isn't so suitable for Conversica is if you want a marketing tool to be integrated with Salesforce.
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Score 10 out of 10
Vetted Review
Verified User
Review Source
We're using Conversica in Marketing and Sales to nurture new leads, re-engage older leads and follow up on trade shows and event leads. The primary problem it is solving is consistency in follow up and helping us to identify potential opportunities that have previously been left for dead.
  • Consistent follow up and cadence of outreach
  • Surfacing potential hot leads
  • Identifying when the ball has been dropped - leads at risk
  • Translations - French, German, Spanish
Conversica is great at helping small and/or short-staffed organizations to identify leads to follow up on. Rather than spending valuable time having SDRs follow up on lower priority leads, we put Conversica on them and let anything with good quality bubble to the surface.

The area we've had issues using Conversica is on our EMEA region. The translations were not that great. Conversica is not quite ready for prime time on the translation front.
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Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Conversica to better qualify leads for sales to result in an appointment and opportunity Conversion. Primarily as a Sales Assistant for acquisition and Customer Success assistant for Base. The primary reason we brought in Conversica was to take the burden from sales to work with sorting out a large volume of marketing qualified leads. Conversica Sales Assistant can offload close 90% of volume allowing sales reps to focus on 10% of top quality leads that can result in an opportunity. Later we expanded to a regular health check with the existing base customer - another high volume activity that Convesica Customer Success Assistant can help in offloading unproductive sales interactions quickly.
  • Offloading low-quality, unproductive marketing qualified leads from sales.
  • Increasing virtual human touch without having to increase sales headcount.
  • Re-confirming contact info and verifying an appointment was completed.
  • Contextual understanding of email responses - resulting in false hot leads or not turning real interest to hot leads.
  • Conversation track build and mapping interface - could be more intuitive.
  • Reporting - lack of ability to go deeper once the initial report is created.
Good use cases - sales qualification, customer health check, warming up inbound leads for engagement

Not a good tool for deeper engagement/interactions - primarily used as a high level conversation starter before real person is involved - however it will eventually need to be handed off to real person for deeper questions.
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September 26, 2019

Conversica makes sense!

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Conversica as part of lead generation. Emails are sent out and after the customer begins to engage, it is handed off to a sales rep.
  • Communicating with many people simultaneously.
  • Appearing to be a "real" person.
  • Logic.
  • I would like to see more varied responses and approaches.
Very well suited for lead generation. Many emails can go unanswered but just in sheer contacts, Conversica is able to find quality leads on a daily basis. The interactions are amazingly human-like, and even months after their initial Conversica conversation, we still have our customer reference their Conversica AI personality by name.
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Score 7 out of 10
Vetted Review
Verified User
Review Source
Conversica was purchased to qualify leads that are not from target accounts. These leads are still valuable to partners and we want to give them a positive brand experience, but cannot scale human resources to address the volume.
  • The bot is reliable with its cadences and memory of when to reach back out of a lead indicates a better time to engage.
  • The Conversica support team is talented and helpful.
  • The product is focused on sales, which is great -- we are able to paste full conversations inside of Salesforce, if we don't want reps to have to log into Conversica directly to follow up with qualified leads.
  • As a customer admin, I am not able to control much on my own. I have to reach out to support for pretty much any changes to the system.
  • When I review the bot's qualification decisions, they appear to be unreliable. Many leads are marked as hot simply because they said "yes" somewhere in the conversation, but they could say "Yes! I'd like to speak to someone about (selling their own software to us), but no, I have no use case."
  • The bot requires a lot of feedback to start becoming more accurate. This onus is on the customer to staff and execute on this.
Conversica is great for reliable follow-up of leads, especially if you have the staffing to give the bot regular human feedback regarding its qualification decisions. Conversica is not so great if you like to customize software or do not have a lot of time to give feedback.
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Score 8 out of 10
Vetted Review
Verified User
Review Source
Our organization uses Conversica to 'go after' cold leads or leads that are not interesting at that moment to our sales team. We also use Conversica to follow up with webinar registrants to see if they'd like to schedule a meeting for more information using Chili Piper's integration.
  • Follow up with leads that we have a hard time getting sales to follow up with. These are usually accounts that are not current targets but have at least a small amount of engagement.
  • Takes the pressure off our SDR team to follow up with voluminous leads so they can focus on accounts that they value.
  • Provide native reporting and tracking in SFDC that makes it easier to manage operations.
  • There's inflexibility with their conversations. You can not use your own copy completely. Templates are provided that allow you to add things like our value prop to customize messaging.
  • You'll need to use Drive Action campaigns to use Chili Piper meeting links which the AI assistant will only offer once.
  • Training the AI assistant to respond as our reps would has been somewhat difficult.
Conversica is great if you don't have an SDR team or if the SDRs that you do have are very busy with hot leads. It's less appropriate for hot lead follow up since prospects at that stage would rather speak directly with a rep. Conversica will go to a certain point but human interaction is needed at the hot lead stage to make sure that the prospect gets what they need when they need it.
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Score 7 out of 10
Vetted Review
Verified User
Review Source
We started using Conversica to extend our sales prospecting and recruitment outreach. Our artificial intelligence assistant has been very effective in getting responses that our human counterparts were unable to reach. The language and cordial conversation make the assistant seem completely natural. Conversica has thought of many factors to contribute to her success from the psychology behind the assistant title to the out of office days and optimizing reply times.
It has helped us increase our reach of leads that would normally take a human several individual weeks to do, now in only a day. This has helped us focus our sales team's effort on only interested leads instead of sifting through piles of uninterested ones.
  • Getting interested respondents from a long data list of contact information.
  • Following up to make sure our team spoke with interested parties.
  • Categorizing the responses so that you know how to approach leads in the future.
  • Customization of conversations is limited, and there aren't a lot of options for warm leads. Conversations are geared more toward cold leads. We're unable to make specific campaign adjustments based on where you generated the leads from.
  • The support team and customer success managers can be slow to respond since they're on the West Coast. Making changes takes an extended amount of time.
  • It does not connect with Zapier, and integration to the CRM costs extra. It only connects with certain CRMs, so it makes it difficult to have real-time updates on leads from one platform to the other.
Conversica is great for communicating with a mass audience or a purchased list. It's not as great if there is a specific message you're trying to deliver that doesn't fit within the conversation framework. If your CRM doesn't integrate with Conversica, it makes it more difficult to keep the data quality intact across multiple platforms.
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Score 8 out of 10
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Verified User
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We use this platform as a lead generation tool to support the Sales team. Some of the leads we upload are current or former clients, and some are cold leads generated from our internal lead sourcing team.
  • It helps to initiate conversations that break through the clutter of the prospecting process.
  • Conversica allows our Sales team to spend their time working legitimate leads as opposed to cold leads that might not truly materialize into closed deals.
  • It personalizes what could be a cold lead gen process.
  • The dashboard can be a bit confusing to navigate.
  • I'd like to be able to change who leads are distributed to mid-campaign.
  • I'd like to have more flexibility in how the conversations are crafted.
It's an effective prospecting tool that frees up your sales force to better steward active deals and close in on those being worked.
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Score 5 out of 10
Vetted Review
Verified User
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Was bought for sales to use but then went to marketing. DG is still aligning to the proper use case. We have tried to use it to drive prevent registration but the tools meeting AI was not designed for that. We are currently exploring how to incorporate this into our 2020 GTM strategy.
  • Holding to the cadence that is forgotten by many reps.
  • Integrates with specific campaign segmentation.
  • Being an extension of your qualification team.
  • Misses the human element for research and referenceability from event/webinar notes.
  • The responses can seem vague to elicit a response.
  • Be sure to use the tool as intended. As a follow-up solution not to generate interest.
Be sure to use the tool as a follow up to content syndication, events or webinars. This is not to be used for you hot leads or campaigns with notes. If there is content that you are driving people to for interest but not a hard ask use Conversica. It is not a supplement to ADRs but another team member.
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August 26, 2019

Smart and responsive

Score 9 out of 10
Vetted Review
Verified User
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We are currently using Conversica within our sales and marketing departments. We purchased the technology to help assist our sales development team in qualifying and engaging with leads that come in through the website. We have programmed Conversica to be the follow up to unresponsive leads as well as all SMB leads since we don’t have a dedicated SDR for that segment. Conversica makes sure that we follow up with all inquiries in a timely manner and that no leads get left behind.
  • Lead qualification.
  • Hot lead prioritization.
  • Engaging unresponsive leads.
  • Ensuring SDR follow up.
  • Can be a bit challenging to setup skills; requires customer success help.
  • Email Opt-out; could automate the process a bit better.
Conversica is a great tool to help with lead follow up; especially when you have a high volume of inquiries coming in from a website that you want to be qualified before sending to an SDR team. It is also helpful in following up on unresponsive leads in your database and helping to turn cold leads into new opportunities. With Conversica you can make sure that the leads your marketing team generates are being followed up on in a timely manner and that no leads get left behind.
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Score 7 out of 10
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Conversica is used to allow sales to focus on the later stage of closing a deal. It's a good way to free some times from sales when it comes to schedule meeting or just connect to a lead after they completed a form. It gives a feeling of exclusivity to each lead, in the sense that it looks like they are interacting with a real person and not a random nurturing program.
  • Assess the interest from a lead for a meeting
  • Triage (hot/warm lead)
  • Queuing
  • Booking meeting: that would be a neat feature.
  • Sending documents
  • Switching between Marketo/Pardot Nurturing Program and Olivia
After an event or after a lead completed a form, Conversica would be useful to assess the interest when we have not enough information to get proper lead scoring. It liberates more time from sales allowing them to focus on really hot leads instead of hot and warm leads. I wouldn't use it as a nurturing tool.
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About Conversica

Conversica offers conversational Artificial Intelligence (AI) Assistants for business. By automating routine business conversations, and personalizing interactions at scale, Conversica augments companies' workforce, allowing humans and AI Assistants to work together harmoniously.

According to the vendor, Conversica Sales AI Assistant helps companies find and secure customers more quickly and efficiently by automatically contacting, engaging, qualifying, and following-up with leads via natural, multi-channel, two-way engagements. The Conversica Customer Success AI Assistant enables people and AI Assistants to work together for customer retention and account expansion.

Conversica includes a large library of purpose-built and ready-to-use conversational skills backed by its patented conversational AI platform. The vendor promises Conversica’s AI Assistants can be deployed quickly, are human-like and personal, and provide superior conversational accuracy and autonomy. The vendor reports it is used by more than 1,000 companies worldwide, with over 375 million engagements.

Conversica is a portfolio company of Providence Strategic Growth, Kennet Partners and Toba Capital and is headquartered in Foster City, California, with international offices in Santiago, Chile, and London, UK. Read more at https://www.conversica.com/

Conversica Features

Additional Features
Has featureEngages and qualified leads
Has featureNotifies when a lead hasn't been contacted
Has featureAutomates outreach to free up salespeople
Has featureRe-engages older leads to identify new prospects

Conversica Screenshots

Conversica Integrations

Conversica Competitors

Pricing

Has featureFree Trial Available?Yes
Has featureFree or Freemium Version Available?Yes
Does not have featurePremium Consulting/Integration Services Available?No
Entry-level set up fee?No
EditionPricing DetailsTerms
Starter Edition$1,499per installation

A Conversica subscription includes an unlimited number of seats for marketers, sales reps and managers. Different editions include different levels of functionality to match your needs. The service is a monthly subscription with an annual commitment.

Conversica Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
15%
Mid-Size Companies (51-500 employees)
70%
Enterprises (> 500 employees)
15%

Conversica Support Options

 Free VersionPaid Version
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar
Phone
Live Chat

Conversica Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Languages: English