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Conversica

Conversica

Overview

What is Conversica?

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

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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 …
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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 …
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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

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Pricing

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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
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Product Demos

Automotive Sales Assistant Demo

YouTube
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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...
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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%
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Comparisons

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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

(26-50 of 57)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it on our inbound setter team. All cold leads that are 6 months or older get contacted by Conversica.
  • Non-stop outreach
  • Great AI on conversations
  • Great communication with sales rep
  • Better interface
  • Better understanding of dashboard
I think it is well suited for most scenarios, just need to know exactly how to leverage it the best.
August 01, 2019

Sales

Score 9 out of 10
Vetted Review
ResellerIncentivized
We re-sell Conversica's Sales AI (Membership) assistant. We sell this to our customer base across the org. It helps drive membership and program revenue for health clubs.
  • Engaging with leads via email well
  • Integrates with other software
  • Is flexible in configuration
  • More partner support - they are great but need more resources.
My experience is that Converisica is well suited for any organization that is trying to get potential buyers interested in making a buying decision. If companies have trouble following up with sales leads, dont have enough business dev staff, or combo of both, Conversica is a great option .
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Conversica as a way to follow up with new leads and lost leads and opps. We use it for the Sales/Marketing Department. This helps speed to lead and continuous follow up so sales reps can focus on demos.
  • AI interpreting responses from prospects
  • Automatic Follow up
  • Soft reach out to leads from a non sales rep to book a meeting
  • Hard adjust copy
  • Can't control the automation
  • Average reporting
Conversica is really well suited to engage leads that would usually be seen as lost.
Emily Salamone | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Christopher Schnack | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Conversica for a few very specific things:
1st, our AI assistant reaches out to all Leads who have downloaded a free trial of our product.
2nd, our AI assistant reaches out to old stale Leads who have recently shown new interest (Web lead visits, Form fill-outs, etc.)
3rd, our AI assistant reaches out on Leads from specific trade shows.
  • The AI is really intuitive. It rarely ever misunderstands a customer response.
  • The Conversica Dashboard is clear and to the point. The info you want to see in easy to read charts.
  • Notifications: The only people who can say they didn't know what was going on with Leads in Conversica are the people who have the alerts turned off. Conversica notifies the owner at every step and displays the email history right on the Leads page.
  • The profiles were a mess when they first came out.
  • Administration can be a bit tricky in trying to decide the permissions users need to do what they need to do
  • Being able to split the assignment of Lead ownership within Conversica would be nice. For example, if a user leaves the company and we need to divide the notifications up among separate people, you can't. It's all or nothing.
Conversica is great for scheduling appointments or reaching out to see if there is interest. We have had many more free trial downloads turn into paying customers since we started using Conversica. We had way too many Leads to follow up on previously. I could see it being very useful for qualifying Leads. I feel that in my specific company it is grossly underutilized.
Mike Bryant | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Shane Adair | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Conversica to reach out to leads that we don't have the resources to follow up on directly. Our AI messages up to 3,000 leads a month and alerts us when there are hot leads or leads at risk. It is primarily used to support the sales team.
  • Follows Up - While some customers get annoyed at multiple emails, the majority seem to like the follow up reminders.
  • Changing Names - if a lead we enter has a different name, Conversica automatically updates it in the system.
  • Ease of Use - the system is very easy to use and navigate.
  • I would like to see a more flexible messaging option.
Conversica is great to assist sales and service teams to make sure that outreach and follow up is happening. It wouldn't be great in a personalized situation.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Conversica A.I. (we call her "Miranda") is used by our sales team to be in touch with current YMCA members, former members, and prospective members to share current offers and options at the YMCA. Depending on the customer audience we have different conversations available to help with a buying decision and to ask for customer interest.
  • Miranda completes 100 percent of the work that we ask her to do. When we upload a file of customers to Conversica, Miranda will contact all of them without exception and work to get a reply of "yes" or "no" one way or another
  • Miranda works 24-7 without vacation and she does not make excuses for getting work done. I am always confident that if the customer file we provided was uploaded properly by our team. Miranda will work that list of customers without fail.
  • Miranda is polite and is definitely not spam. If customers say "no" or request a stop to our offers Miranda immediately stops messaging with a polite reply in respect of the customer's wishes.
  • We can customize our messages and the customer success manager at Conversica is always available to assist us with help and best practices for success.
  • We like that Conversica listens to their customer and takes suggestions to heart by incorporating our ideas for improvement into their periodic updates to the platform.
  • We welcome the continued work to allow us to be able to do more customization and the ability to speak in the "voice" of our business.
  • We look forward to when Miranda will be available with the spoken word rather than just by typed word.
Conversica helps my sales team to focus on where they can have success. With Conversica there is no cold calling necessary. We are in touch with those customers who have told us that they want to learn more. With about 8% lead generation we are very pleased to work with that pool of prospects to see if our team can get them to a final choice.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We have used Conversica's AI assistant for the past 5 years. I currently use it in all of our dealerships for 2 primary reasons. Reason 1) Vendor Accountability. Because the assistant interacts with all inbound leads, I know exactly which of my vendors are producing great engaging leads and which ones are sending me poor quality leads. This allows me to hold my poor performing vendors accountable and to reallocate advertising funds from poor performers to high performers. Reason 2) Sales Accountability. With Conversica's AI interacting multiple times with every lead, I get a great picture of how well our sales staff is handling leads. I get daily reports of our Hot Leads and instant notifications when we have a "Lead at Risk." If one sales rep is consistently producing Leads at Risk, then I know that sales rep needs extra coaching. It also allows our Sales Managers to immediately step in and work with the client to save any deals that could be at risk.
  • Identifies leads sources that engage in two-way communication with your sales department.
  • Ensures that your sales staff is not letting leads "slip through the cracks".
  • Allows you to better manage your sales staff based on their usage.
  • Responses are not "canned" - the AI learns and is very lifelike.
  • None that I can think of at this time.
Conversica's AI is a great tool for any company that handles daily inbound leads from the internet.
Sierra Schubach | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Conversica is being used primarily by our marketing department to manage different segments of leads. We also use Conversica for our event follow up. It helps us further segment our database in order to determine the best fit scenarios and marketing best practices.
  • Automation: Once you have the conversations set up, you can pull the leads into a campaign and begin sending right away.
  • User-Friendly: Interface and platform are user-friendly and easy to navigate.
  • Customer Service: We have had so much success because of the customer service and their ability to promptly answer questions and troubleshoot any issues.
  • Customization: I wish we had a little more flexibility when it came to customizing the conversations.
  • Real World Examples: More examples of how other users are utilizing the interface would be helpful in testing new ways to use the tool.
Conversica has worked well for us in dealing with leads that don't seem to have a fit or don't need as much of a customized message. It helps us funnel folks who we would like to keep in touch with, but are still determining if they are a fit for our solution.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
It was deployed as a business development tool to generate leads with both current clients and new prospects. We started with one team with the intent of rolling it out to the entire organization.
  • Mass Email communication
  • Structured follow up
  • The AI still needs work to understand specific situations
  • Limited use cases for how to deploy. I believe they are excellent in auto dealerships, but that did not easily translate to our SaaS model
If there are a lot of leads for the tool to manage, the solution works well. It can go through many leads and manage that pipeline very effectively. It does not do well with workflow scenarios outside of initial touchpoint. If you can feed it hundreds or thousands of leads each month, it will work. Otherwise, the ROI is just not there
Kristopher Saim | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Marketing implemented the Conversica tool as a sales aid for the Sales Department. We are currently using one of our three use case scenarios and are engaging leads who are part of our nurture campaign. Currently, we have more than 75 HOT LEADS in our system and more than 20 Closed-wons as a result of the Conversica tool. For Sunlighten, Conversica gives us a more consistent approach in dealing with older leads.
  • Engaging old leads
  • Encouraging customer to speak to a sales representative
  • Tracking conversations
  • Allowing closed won data on the4 Conversica dashboard would be a great way to tie the service together
Currently we engage older leads with Conversica, but we are planning to use Conversica to engage event leads in the near future.
Leo Vartanov | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Conversica paired with AI Assist’s know-how of the finance industry make it a great technology to utilize in business. It allows for a quick setup and an out of the box pathway to success for our business. We would definitely recommend Conversica to other businesses!
  • Great technology to integrate into everyday business operation
  • User-friendly
  • Neither me or my company currently see any flaws with conversica
Conversica is extremely appropriate for finance-based companies, as my own. It allows for a quick and easy setup, is user-friendly, and helpful.
Score 10 out of 10
Vetted Review
Verified User
It takes nurturing and individualized attention to convert a list of leads to a loyal customer base and, working from a database of hundreds of thousands, this simply cannot be done without a massive sales team with huge overhead. The individualized attention each lead appears to get along with persistent follow-up is what gets leads to our side of the fence then feeds them to our salespeople to close and win. Conversica's customer service is unparalleled and their customer experience team, Derik specifically, is outstanding - a wealth of knowledge with the patience to walk folks of any technical background through the process of getting up and running.
  • Customer Experience
  • Robust API
  • Nurturing large lead databases
  • Lead uploads could be a bit more flexible
  • There could be more online resources
Marketing to large databases; it allows your salespeople to focus on selling rather than prospecting.
Daniel Frohnen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Conversica in 2 key ways:

1. First point of contact for inbound leads that download whitepapers/case studies off of our website
2. Re-engagement with leads that have shown interest in the past but where a conversation ended / engagement dropped off

We are using it on the SDR and AE side of the house and it primarily addresses the problem of leads staying stagnant in our database without any real engagement.
  • Great at coming accross as natural conversation and bubbling up very thoughtful and compelling responses from prospects
  • Great at getting all key data in a natural way (i.e., response says they will take a call, she asks for a number)
  • Great at following workflow
  • Pricing structure is set up in a way that you can only leverage the tool so much across your data based on number of conversations allowed/number of leads at a time
  • A little hard to get AEs & BDRs to understand when to action on their end, meaning they have to do a manual step to bring a lead out
  • The obvious thing here would be moving beyond just text AI and into something more cross channel including voice
Anyone looking for a tool that will increase lead time to MQL, creatively re-engage with leads that have not responded for an extended period of time would benefit from this tool. This tool is really great for companies that have a solid database marketing/inbound strategy in place and will be able to fully leverage this. I do not recommend for companies just starting to get a database marketing strategy in place, or where there is not a large database in place.
May 29, 2018

In AI We Trust!

David Portnowitz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it especially in our sales department to help plow through leads from events we attend or lists we generate. Conversica does a fantastic job of this task and saves our sales team a ton of time. It's integrated into our CRM and Marketo and works extremely well.
  • Cut down on the amount of time it takes for our sales team to find hot leads
  • Follows up with all leads
  • Alerts management if salesperson doesn't follow up
  • I wish I could edit more parts of the conversation
  • See all the available conversations at anytime and choose from them
Conversica is extremely well suited to work through a lead list and bubble up the best leads. If you come back from a trade show with a list of 500 leads that will just take too long to go through, then Conversica is ideal. We use Conversica in sales to ensure that all leads are followed up on and that the messaging is right 100% of the time. She's our most reliable salesperson!
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are using Conversica to supplement our sales team touches to help them focus on the hot leads ready to convert. It significantly reduces the administrative work of emailing prospects and customers to gauge how ready they are to speak to the sales rep. Conversica makes the follow-up process of trials, events, webinars, and other key interactions seamless.
  • Awesome customer support and willingness to fit our needs
  • Easy to use dashboard
  • Comprehensive reporting
  • Multiple conversations to choose from to engage woth your prospects and customers
  • There isn't a lot of flexibility with the conversation type
  • The admin of Conversica isn't able to control some admin functionality and you have to go through support (i.e. pausing leads for a period of time in a conversation)
  • Currently there is no support portal or documentation for Conversica, so we have to constantly reach out for support for questions.
Well suited:
Event follow-up
In-trail conversion
Reengaging with prospects
Andrea Kamp | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Conversica is being used by my Sales team. We are messaging our existing client base as well as trying to re-engage our prospects.
  • Conversica responds naturally & automatically to a prospect's response & doesn't feel canned or pre-written.
  • Conversica allows us to target a specific set of accounts or prospects with a targeted message/offer.
  • Conversica alerts help to keep the sales team organized & not miss sales opportunities.
  • I'd love to be able to add prospects or accounts to a Conversica campaign as a one-off. New leads come in & I want to add them to the current campaign messaging our new leads.
  • Possibly a personal dashboard showing which of my leads/accounts have been added to a campaign, how many sold, response rate, etc.
Conversica works really well targeting prospects that have raised their hand for more information versus those leads that are not as familiar with our company. I have also had good success targeting our existing clients with a special offer in order to upsell them.
Robert Stucki | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We started using Conversica for a specific team, but are now using it for our entire sales organization. We use it to follow up on a specific type of lead, for which we receive thousands a month, too many to follow-up on manually.
  • Provides instantaneous responses to online leads. This allows us for rapid follow-up that can't be achieved manually.
  • It acts as a screener so our team only has to respond to leads that respond to Conversica's outreach. This allows for streamlined efforts from our sales team.
  • Through Conversica's outreach we are able to secure appointments and new contact info.
  • Being able to tie Conversica outreach directly to sales opportunities has been a bit of a challenge, but that is in part due to a process on our end that needed tightening.
I think it's a great tool to follow-up on a significant number of leads. We tried it on a small scale for straight appointment setting for our field reps, and it didn't work well at all.
Score 10 out of 10
Vetted Review
Verified User
Conversica is being used by the marketing and sales teams. The initial problem it solved for us is being able to efficiently follow up with the high volume of leads we scan at events. During our initial campaign we were able to wake up stale leads in our database and find opportunities hidden in the rough. It has also turned into an effective inbound follow up channel.
  • Efficiently work through large volume lists
  • Pipeline and revenue attribution
  • Ease of use
  • Ability for sales assistant to answer questions
  • Priority leads put in the top of the message queue
  • UI/UX
Conversica is well suited for organizations that generate large volumes of leads and can't follow up with the right amount of touches needed. It also provides metrics that tie revenue back to business development activity. Combined with the appropriate number of human touches, Conversica is a game changer and no-brainer.
Eric Dickmann | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We implemented Conversica to help in our sales process by moving the burden of initial lead follow-up from a human sales representative to our virtual assistant. The goal was to increase engagement with our leads and to use our sales team for higher value interactions rather than having them reach out directly to every lead. The AI assistant is persistent in a way that our human team could not match. Yet the assistant reaches out in a way that seems to facilitate engagement rather than turning people off. We've seen an increase in engagement levels for new leads and also an increase in older lead re-engagement. While Conversica doesn't sell, it's good at being persistent and making interactions more visible to both the sales team and management. We've uncovered multiple opportunities that might have gone unnoticed by carefully reviewing each day's responses. We've also been pleased with the accuracy the tool has shown in interpreting the responses it receives. While it doesn't get them all right (especially foreign or some out of office responses) it learns and gets better over time.
  • Signature lines are analyzed and phone numbers are added back into our database.
  • The assistant can read out of office responses and re-engage once the lead returns.
  • In using a short and casual conversational style, the tool gets engagement where our human sales team has sometimes struggled.
  • Integration with our marketing automation platform, HubSpot, is primitive at best. Data is shared between the systems but not exposed in a usable way. You can get leads into Conversica through lists and workflows but beyond that, it's difficult to see much else in HubSpot.
  • There isn't much to do inside the Conversica tool. It's a bit of a black box. You can stop a conversation, skip it ahead or reply as your assistant but otherwise have little control over anything else. More focus should go into the integrations than the platform dashboard since it has limited usefulness.
  • Reporting is very static with no real opportunity for customization.
If your sales process relies on marketing-generated leads or has a business development (inside sales) function, Conversica can help improve engagement rates. It's less suited for sales processes that are more outbound or relationship focused. It's best for higher lead volume environments where you are seeking to get that engagement and then have the prospect interact with a live salesperson.

Vinny Poliseno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We are currently using Conversica to handle inbound request for all leads that aren't considered to be an MQL. A little over 3 months and we've pushed over 9,000 leads through Conversica to engage with these low-quality leads. Early success of 22 SQLs generated and 6 deals closed with help from Conversica. Without Conversica these leads would have just sat in SFDC and would not have been touched by our account executives. They would have been included in our marketing automation nurture programs but those look marketing fluffer and Conversica appears to be a sales rep. We've focused primarily on using Conversica for new business deals but plans are to leverage the tool for upsell and re-engagement as well.
  • When Converisca reaches out to prospects the message look like a rep actually constructed these messages instead of looking like a marketing generated HTML email
  • Never gets discouraged from no responses from prospects
  • Daily alerts to keep responsible reps in line with Hot, Reviewable or At Risk Leads
  • Never stops working
  • It took use roughly a month to get our assistant to learn our prospect's response language to correct mark the lead as Hot or to be Reviewed. This was enforced by our sales manager for reps to provide feedback to the tool.
  • When we were first on boarded we would have to reach out to our CSM to set up conversations for Conversica to have with our prospects. Since then we've been included in their Beta version for us to have full control of the conversation making our team quicker at getting these turned around and built into the marketing person's checklist of items to be completed before starting a new campaign.
For any organization where sales cherrypicks MQLs and ignores all other marketing leads this tool is great to get built into your lead follow-up process. For us, we are placing all inbound lead requests for our top of funnel marketing into Conversica's queue. From there Conversica works this lead until either 3 things happen:
1. Lead agrees to talk to a sales rep
2. Lead just never responds
3. Lead asks to not be contacted
When #1 happens our rep jumps on this lead and treats it as if it is an MQL now. If #2 happens we then throw this lead into a marketing automation nurture program for roughly 45 days then throw it back into Conversica's queue as a re-engagement follow up. If #3 happens we at least tried to engage this lead.
April 28, 2017

Conversica Converts!

Reyna Claps | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We started in 2017 implementing the use of Conversica, and I can wholeheartedly testify that Conversica has been an incredible asset to our company. Conversica, who we call “Victoria” our AI has increased conversion rates and lead turnover. Our brokers who all refer to her by name look forward to their upload and knowing that they are not letting anything fall to the way side. Our support system at Conversica (Caleb and Derik) are nothing but helpful. They have both taken so much of their time to make sure that we are using the program to its maximum potential and have a full understanding of how to use Conversica, and all of the reporting tools. They check in regularly to make sure we are satisfied and all of our needs are met. Bringing Conversica into this office has been one of the most successful programs that we will continue to use for a long time to come.
  • Conversica has helped to regenerate old business that previously used our service.
  • Conversica has created more lead generation and conversion than prior to its use.
  • The support team is always willing and able to respond to any issues or questions rapidly.
  • Our brokers would most likely benefit from the use of an app for their phones, but that is all.
We had such amazing success with Conversica that two of our sister companies within our building have begun to use Conversica as well.
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