Skip to main content
TrustRadius
Conversica

Conversica

Overview

What is Conversica?

Conversica provides lead management software for marketing, inside sales and sales groups.

Read more
Recent Reviews

TrustRadius Insights

Conversica has become a valuable tool for businesses across various industries. It addresses the problem of leads staying stagnant in the …
Continue reading

Coversica 2020

9 out of 10
December 09, 2020
Incentivized
The AI is being used to contact cold leads and bring the viable clients to the surface. We are a small company and it save a lot of time …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Return to navigation

Pricing

View all pricing

Starter Edition

$1,499

Cloud
per installation

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.conversica.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
Return to navigation

Product Demos

Automotive Sales Assistant Demo

YouTube
Return to navigation

Product Details

What is Conversica?

Conversica provides Intelligent Virtual Assistants (IVA) to help organizations attract, acquire and grow customers at scale. By automating routine business conversations, and personalizing interactions at scale, Conversica is designed to augment workforces allowing business professionals and Intelligent Virtual 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.

With Conversica's extensive library of purpose-built and ready-to-use conversational skills backed by a proven and patented intelligent automation platform, Conversica’s AI Assistants can be deployed quickly, are designed to be human-like and personal, and to provide accuracy and autonomy.

Conversica Features

  • Supported: Engages and qualified leads
  • Supported: Notifies when a lead hasn't been contacted
  • Supported: Automates outreach to free up salespeople
  • Supported: Re-engages older leads to identify new prospects

Conversica Screenshots

Screenshot of Dashboard showing an overview of important metrics, like response rates, hot leads and top-performing lead sources

Conversica Video

Conversica is a leading provider of Intelligent Virtual Assistants for business, helping organizations augment their workforce to attract, grow and retain customers. The flagship Conversica® Sales AI Assistant helps companies find and secure customers more quickly and efficien...
 Show More

Conversica Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish

Frequently Asked Questions

Conversica provides lead management software for marketing, inside sales and sales groups.

Outreach, Yesware, and Marketo Sales Connect are common alternatives for Conversica.

Reviewers rate Support Rating highest, with a score of 8.9.

The most common users of Conversica are from Mid-sized Companies (51-1,000 employees).

Conversica Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)15%
Mid-Size Companies (51-500 employees)70%
Enterprises (more than 500 employees)15%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(152)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Conversica has become a valuable tool for businesses across various industries. It addresses the problem of leads staying stagnant in the database without engagement and ensures that potential clients and prospects are not slipping through the cracks. Users have found Conversica to be effective in reaching out to low-value leads, engaging old leads, and warming up leads before they are sent to the sales team. The AI Sales Assistant in Conversica is able to initiate and maintain conversations with these leads until they are ready for a sales conversation with a human. Additionally, Conversica is used as a lead retention tool, providing persistent follow-ups with cold leads and attempting to win back canceled accounts. By implementing Conversica, businesses have seen an increase in conversion rates and lead turnover, while also saving time in lead qualification and support quotes. It has proven particularly helpful for sales and marketing teams, as it generates warm leads at a competitive price per lead and ensures that all digital, webinar, and event leads are contacted. In addition to sales and marketing departments, Conversica has been successfully utilized by recruitment departments to handle a large number of hot leads received through traditional marketing email automation. Overall, users recommend Conversica to other businesses due to its effectiveness in improving lead engagement and conversion rates.

Exceptional Support: Users have consistently praised the exceptional support provided by the Conversica team, with multiple reviewers highlighting their understanding of business models, goals, and metrics. They appreciate the continuous efforts made by Jen Amundgaard and Caleb Clapp to improve campaigns and optimize the use of the service. The commitment to customer success and responsiveness throughout the purchasing journey and ongoing support has been highly valued.

Time-Saving Automation: Many users find Conversica's service valuable for working with low-level leads and identifying those that show genuine interest in their product or service. By automating outreach, sales and account managers can focus on other activities, saving time and resources. This feature has been seen as a significant benefit.

Engaging Unresponsive Leads: Several users have praised Conversica's effectiveness in engaging unresponsive leads and reaching out to database segments that had lost contact. They consider this capability impossible to replicate with human capital investments. Conversica's ability to bridge the gap between users and potential clients through non-promotional, soft touchpoints for reengagement has been highly appreciated.

Confusing User Interface: Some users have found the user interface of Conversica to be confusing, stating that it could be improved to enhance usability.

Limited Reporting Capabilities: Users have expressed dissatisfaction with the limited reporting capabilities in Conversica. They feel that there is a lack of ability to delve deeper into reports once they are initially created.

Lack of Flexibility in Messaging Options: According to user feedback, some users have mentioned that Conversica lacks flexibility in messaging options. They feel that more varied responses and approaches would be beneficial for their communication needs.

Users commonly recommend the following actions when using Conversica:

  1. Start using Conversica as soon as possible to increase business. Users advise implementing Conversica at the earliest opportunity to capitalize on its potential for generating leads and assigning them in a structured sales process. They emphasize the importance of actively participating in training and customization of Conversica to achieve optimal results.

  2. Treat Conversica as a valuable team member and solicit feedback on conversations. It is suggested to treat Conversica as an integral part of the team and seek feedback on its conversations. This approach can lead to better alignment with sales goals and customer expectations. Additionally, actively monitoring and interacting with Conversica is essential for success.

  3. Have the necessary resources and personnel to manage Conversica effectively. Users recommend having a good IT person available to troubleshoot any AI-related issues. It is also important to have a plan in place and ensure a clean database before utilizing Conversica for outreach. Moreover, having dedicated resources and personnel who can manage Conversica effectively is critical for maximizing its impact on lead generation and engagement.

Overall, users highly recommend integrating Conversica into sales processes, starting early, actively managing it, seeking feedback, and dedicating adequate resources to achieve significant benefits in lead generation and customer engagement.

Attribute Ratings

Reviews

(1-25 of 57)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
we use it primarily for our customer success teams and it helps them engage with our customer issues. The initial chat is pretty engaging via AI and then it will be transferred to a real person. This has really helped us manage all of the conversations that come into our channels for support.
  • AI is really good
  • Adds more productivity hours
  • organizes all conversations
  • UI could be a tad better
It is perfect for any sales team looking for automated chat, email, text options. It is also great for any companies that have a large customer success org that they need to help manage the workload for. This tool saves hours on productivity for the customer success org. It allows for thing that usually fall through the crack to actually be seen and how we can improve certain processes.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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 starting initial conversations.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Conversica is a key technology in our marketing stack and go-to-market activities. Our assistant helps to ensure all digital, webinar, and event leads are followed up on thoroughly and nurtured and old leads don't get cold.
  • Conversica helps to significantly reduce the effort around emailing prospects and solve the issue around a fast growing database and "to many leads."
  • From implementation to day-to-day usage, our success manager is very supportive and works closely alongside the team to ensure we're getting the most out of the tool, answers any questions, and quickly resolves minor issues.
  • Email isn't dead. Conversica does a good job of keeping the emails positive, helpful, non-obtrusive, and professional.
  • It takes considerable effort to create the conversations and associate leads/contacts to SFDC campaign on an ongoing basis.
I would highly recommend Conversica to any Marketing team looking to improve response times, warm cold leads, automate nurture activities, and getting the most out of their leads and database.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
At Hussian College - LA we use Conversica in our Admissions department to better assist potential students as they seek information on applying and attending our campus. As we're a unique college with a small imprint, and the there are many PVA colleges and events demanding the attention of young performers, Conversica helps us start and maintain conversations that our small department would be unable to otherwise handle.
  • Answers Direct Questions
  • Supplies information and links to students requesting them
  • Reengages potential students that requested information early in their high school education
  • Frees our admissions team to only reach out to potential students with a sincere interest
  • Adjusting message timing, both on a macro and micro level
  • Lead uploading - make it easier for all users to access the uploader and execute said uploads
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.
Nick Ciambrello | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Both sales and Customer Success use [Conversica] at SEMrush. I can only speak to the CS side, we use it in order to get users to book an onboarding demo with us are brand new to the product. We wanted to use it as a way to replace the manual outreach of our OBS team.
  • Easy to implement because it is a SF cnnection you just upload those users
  • Pretty reliable results knew we would get 15% hot rate every time no more no less
  • Tough to work around the static talk boxes we had
  • Static boxes for talk tracks made it tough to have natural language sometimes
  • Easier to include calendar links
  • More useful strategy meetings
I think [Conversica is] good if you're ok with 15% response rate, it will be useful if you would rather take time away from your reps for outreach and have them focus more on the quality of the work being done. However if you need more than 15% than manual outreach is way to go
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Conversica is used within our business to ensure that no inbound leads fall through the cracks and that we can respond to any inquiries within our 7 minute SLA ensuring that we contact leads at a time when they're taking an active interest in our company and most likely to convert.
  • Allowed us to expand into other regions with their Spanish conversation which opened up new revenue opportunities
  • Ensures that leads never slip through the cracks, the AI assistant never forgets to send an email or follow up
  • Ensures that we can strike whilst the iron is hot. Within minutes any inbound leads are contacted by an AI assistant helping to increase conversion rates.
  • A little bit more flexibility with the conversations. Sometimes the assistant struggles if anything out of the ordinary is mentioned in the conversation.
  • Although persistency is a good thing, sometimes the assistant can be that little bit too persistent
  • Sometimes that assistant can jump the gun. The customer might just be asking for more information and she'll jump straight in to try and arrange a call.
Conversica is well suited if your MQL to SQL conversion is low because you're not following up on leads quickly enough or missing them entirely. The assistant automatically sends an email to any inbound inquiry within a defined time limit and they'll always chase the prospect until they get a response. Very suited to a SDR/BDR in it's infancy or organizations with no SDR/BDR team and only Account Execs who may miss leads.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We're using Conversica as a compliment to our already large sales team. Conversica is being used to run campaigns across thousands of old and inactive leads to generate opportunities. Conversica is perfect for doing the heavy lifting, something that a human just doesn't have the capacity to do. We will also be using it as part of our general campaign set up. If we're doing ads, social etc. then Conversica will also become a part of that setup. It's a great link between marketing and sales teams. We're using Conversica in the lead generation team across marketing and sales.
  • AI automation.
  • Thousands of conversations at once.
  • Personalisation.
  • Conversational marketing/sales.
  • User interface.
  • Conversation editor flexibility.
  • Reporting capabilities.
Conversica is perfect to reach out to huge batches of leads, something that any normal sales teams just do not have the capacity to do. If you get thousands of leads from multiple different channels then Conversica would be a great accompaniment to your general marketing and sales tech stack.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We utilize Conversica for both inbound and outbound marketing campaigns to both our current and prospective guests (at our center we call our patients guests). Our marketing department is the primary user and we support three businesses.
  • AI Assistant Management of responses. We have large lists that we are in constant communication with. The AI Assistant's ability to respond, very professionally, to every comment creates a tremendous customer experience.
  • Organization of Leads: The "intelligence" to understand the responses and prioritize them is a tremendous time management benefit. The platform organizes your leads into "hot leads," "further action needed," "stopped leads," and more based on the response. It is extremely accurate.
  • Reporting: The ability to pull reports by campaign and export them into PowerPoint presentations is very helpful and impressive.
  • Most of the campaigns have 7 attempts in their path. If a lead does not respond the AI agent will make 7 attempts until it stops messaging the lead. In most cases, this is wonderful. In some cases, the outreach is too much. The ability for the "user" to be able to decrease the # of attempts would be a good feature.
  • The time frame between "attempts" from the AI Agent. This is actually possible, however, the user must set this up with the Conversica Technical Team. Now, while I am putting this down as an opportunity, I must note that the staff and team at Conversica are some of the most professional and welcoming I have dealt with in my career. They are always eager to help.
For outgoing campaigns where you are dropping high numbers of leads, Conversica is a lifesaver. Also, if you are using for inbound comments (for example general comments and questions coming into your website) and if you do not have the ability to answer the volume--Conversica is the perfect platform.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Conversica within our Marketing and Sales departments as part of our Marketing Technology Stack. We lean on the tool to help us increase lead scores and to deliver Marketing Qualified Leads to our sales reps. To do this, we primarily use Conversica to nurture cold leads, wake-up very old leads or re-engage with recent Sales Qualified Leads under various circumstances. We also use it to try and find the correct prospect lead at an organization if the lead we *do* have does not fit our buyer persona (interns, junior titles, etc).
  • Conversation paths are realistic and drive action from the recipient despite being AI-driven.
  • Easy interface for sales reps to find, engage and convert leads who respond to the AI.
  • Granular and customizable reporting tools built-in help us identify ROI and areas for improvement, and are easy to speak up to Executive level reporting.
  • 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.
Well suited for teams who have a lot of leads but not a lot of salespeople, or for teams with salespeople who need to be highly focused on quality leads. The tool is great at nurturing leads and pushing them toward a call-to-action. Best for small- to mid-sized businesses.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Conversica across our Sales team to be the first contact to cold leads, or to reach out to lost leads to see if we can re-engage them. It helps our Sales team save time in contacting colder prospects.
  • Saves our Sales team time.
  • Very persistent in reaching leads.
  • Understanding replies better.
  • Syncing with Salesforce.
To act as the first point of contact it works great, but when it comes to actually answer prospect questions it does not do so well.
September 26, 2019

Conversica makes sense!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
September 20, 2019

Conversica is worth a try

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Parker O'Very | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
August 26, 2019

Smart and responsive

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use it to help connect with prospects and current customers from a sales perspective. It allows us to reach out regularly without the added overhead of a sales assistant on staff.
  • Reaches out to customers regularly - keeps the sales process/convo going.
  • Gets customers/prospects engaged.
  • Helps to clean up our data some, such as identifying the decision-makers, who has left the company, etc.
  • Reporting is lacking a little and hard to tell the effectiveness of each campaign.
  • I think this is getting fixed, but sometimes when someone responds that you should connect with someone else, it doesn't then reach out and connect with that person.
  • Could use a little help with recognizing some responses. Often we have to provide feedback to make sure the AI answers appropriately.
Conversica works great as a client reach out. I think if there are specific campaigns/goals you would like to accomplish, Conversica is perfect. In regards to prospect reach out, it can be a little more time consuming and harder to get responses.
August 14, 2019

Conversica review

Score 6 out of 10
Vetted Review
Verified User
Incentivized
Used by our Marketing/Sales team as a sales assistance tool.
  • AI Assistant
  • Customer score
  • Integration with Salesforce
  • none
Conversica does the leg work to prospect the lead and hands it over to reps so they are ready to go for the opportunity.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use the Conversica to help sort through old leads and identify hot and interested individuals for our sales development reps to follow up with and gather more details.
  • AI with prospect responses is very accurate.
  • Easy to setup/integrate with Salesforce.
  • Opportunity ROI reporting is not within native Salesforce reports.
Great to run through existing leads in your system and reengage.
August 09, 2019

Conversica Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Adriana Zupan | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Return to navigation