Overview
What is Conversica?
Conversica provides lead management software for marketing, inside sales and sales groups.
Thanks to Conversica we improved our sales
Conversica Delivered Automated Lead Processing For Us
Great tool that boosted CS productivity!
Happy with the support
Bring on more custom fields!
Great product, even better support
Conversica - An Excellent Solution to the Digital Drip Problem
Good sales Tool need to dig deeper if you are in CS
Great system that offers AI intelligence and touchpoints for mundane lead management
Ensure that nothing falls through the cracks, strike whilst the iron's hot!
Coversica 2020
"AI: How can I help you?" Very well!
Conversica is a perfect complement for any sales and marketing team
Conversica is a one-stop shop for Marketing Professionals
Increased Productivity. Better Resource Allocation. Increased Sales.
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
Pricing
Starter Edition
$1,499
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Automotive Sales Assistant Demo
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Conversica?
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
Conversica Video
Conversica Integrations
Conversica Competitors
Conversica Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Unspecified |
Mobile Application | No |
Supported Languages | English |
Frequently Asked Questions
Conversica Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 15% |
Mid-Size Companies (51-500 employees) | 70% |
Enterprises (more than 500 employees) | 15% |
Comparisons
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Reviews and Ratings
(152)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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:
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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.
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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.
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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 95)- 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.
Lots of potential!
- Scales our BDR team. Conversica can follow up with trial leads so BDRs can focus on higher quality leads.
- Surfaces leads that are ready to evaluate and buy.
- Customer success model. No follow up or enablement to ensure your success.
- Well suited for companies with a high volume of leads and ability to integrate with CRM and marketing automation platforms.
- Less appropriate for companies with low lead volume and relationship, 1:1 ABM type of sales model.
Hot leads turn into our newest students because of our AI
- 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.
Conversica has been a huge time saver
- 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.
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.
First impressions and monitored results.
- 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.
Conversica has really helped to fuel our sales pipeline.
- 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.
Conversica use it as intended
- 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.
Smart and responsive
- 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.
A good tool and good support with a high level of customization, but sometimes frustrating to deal with.
- 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
Great Sales Assistant Alternative!
- 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 will help you book more meetings
- 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 review
- AI Assistant
- Customer score
- Integration with Salesforce
- none
Conversica will help improve your efficiency.
Conversica is used across multiple locations within my company, not 100% sure if it is in every location. We use it to aid in customer retention, better email penetration, and for the thorough customer follow-up.
Primarily, I would say it is most useful in helping reinforce to our customers that we value them and care about their needs.
- Great email penetration, have few if any issues where customers do not receive a Conversica email.
- You cannot beat the thoroughness of an AI, you don't need to babysit Conversica for it to do its job.
- Reports are useful in targeting and valuing our customer base.
- The last major visual update for Conversica, does look nicer, but made things more difficult to use in the lead manager page, requires more work to view customer responses and was a step backwards from the previous version.
I think Conversica's AI is a perfect compliment to any human element in a CRM, bringing a balance between a more personalized human response and a more thorough, rigid AI .
I've always likened it to a commercial fishing boat, where efficiency is casting a wide net, and Conversica is that net for our company, letting our team spend their time in a more productive/rewarding manner.
Conversica robot helps us re-engage prospects!
- AI with prospect responses is very accurate.
- Easy to setup/integrate with Salesforce.
- Opportunity ROI reporting is not within native Salesforce reports.
Conversica Review
- 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.
Conversica Sales AI Assistant
- 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.
Great Opportunity with Conversica, Just Needs Time
- Non-stop outreach
- Great AI on conversations
- Great communication with sales rep
- Better interface
- Better understanding of dashboard
Sales
- Engaging with leads via email well
- Integrates with other software
- Is flexible in configuration
- More partner support - they are great but need more resources.
SAVE YOUR SALES REPS TIME
- 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: why you need it!
- 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.
Changed Email Marketing Forever
- 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.
The total package in AI
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.
- 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.
- 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.