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Conversica has become a valuable tool for businesses across various industries. It addresses the problem of leads staying stagnant in the …
Starting at $1,499 per installation
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What is Conversica?
Conversica provides lead management software for marketing, inside sales and sales groups.
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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
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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.
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
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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 Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Languages | English |
Frequently Asked Questions
Conversica provides lead management software for marketing, inside sales and sales groups.
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
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 15% |
| Mid-Size Companies (51-500 employees) | 70% |
| Enterprises (more than 500 employees) | 15% |
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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!
- 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
(1-25 of 43)Companies can't remove reviews or game the system. Here's why
March 16, 2022
Great tool that boosted CS productivity!
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
January 19, 2021
Happy with the support
We use it for lead generation and to help get messaging out to more locations and line of business titles.
- Persistence of communication.
- Friendly staff.
- Immediate notifications of leads
- would like additional customization for templates
- dashboard can sometimes be confusing to navigate
January 19, 2021
Bring on more custom fields!
It is being used across the organization and it addresses members who recently quit their membership.
- Response rates are high
- Set conversations, not much room to create own emails.
January 06, 2021
Great product, even better support
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.
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.
December 03, 2020
Conversica is a perfect complement for any sales and marketing team
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.
November 12, 2019
Increased Productivity. Better Resource Allocation. Increased Sales.
It is currently used by our sales and marketing department to help qualify low valued leads. We also use it to engage old leads that are not being touched by sales. Occasionally we use it to engage with lost leads and opportunities. We have also used it to engage with leads to warm them up before sending them to sales.
- Conversica is great at working low level leads and surfacing those that are in fact interested in your product or service.
- Conversica is also useful in weeding out leads that are not strong.
- Since Conversica is sending emails to various prospects, customers and opportunities, it allows sales, account managers, service etc, to focus on other activities, thereby saving time and freeing up resources.
- The conversation framework is great, but since you have to restrict your text/script to the fields, so there are some limitations with the flexiblity/customization of the conversations.
- While you can set up rules within SFDC to automate some functions such as to disqualify a lead etc, it would be great if you could set up these in Conversica instead of having to rely on an SFDC admin.
October 12, 2019
Offload bad Leads and make Sales winning opportunity easier
We use Conversica to better qualify leads for sales to result in an appointment and opportunity Conversion. Primarily as a Sales Assistant for acquisition and Customer Success assistant for Base. The primary reason we brought in Conversica was to take the burden from sales to work with sorting out a large volume of marketing qualified leads. Conversica Sales Assistant can offload close 90% of volume allowing sales reps to focus on 10% of top quality leads that can result in an opportunity. Later we expanded to a regular health check with the existing base customer - another high volume activity that Convesica Customer Success Assistant can help in offloading unproductive sales interactions quickly.
- Offloading low-quality, unproductive marketing qualified leads from sales.
- Increasing virtual human touch without having to increase sales headcount.
- Re-confirming contact info and verifying an appointment was completed.
- Contextual understanding of email responses - resulting in false hot leads or not turning real interest to hot leads.
- Conversation track build and mapping interface - could be more intuitive.
- Reporting - lack of ability to go deeper once the initial report is created.
September 26, 2019
Conversica makes sense!
We use Conversica as part of lead generation. Emails are sent out and after the customer begins to engage, it is handed off to a sales rep.
- Communicating with many people simultaneously.
- Appearing to be a "real" person.
- Logic.
- I would like to see more varied responses and approaches.
September 24, 2019
Could be a stellar success with a few small tweaks -- but we also had a botched implementation
Conversica was purchased to qualify leads that are not from target accounts. These leads are still valuable to partners and we want to give them a positive brand experience, but cannot scale human resources to address the volume.
- The bot is reliable with its cadences and memory of when to reach back out of a lead indicates a better time to engage.
- The Conversica support team is talented and helpful.
- The product is focused on sales, which is great -- we are able to paste full conversations inside of Salesforce, if we don't want reps to have to log into Conversica directly to follow up with qualified leads.
- As a customer admin, I am not able to control much on my own. I have to reach out to support for pretty much any changes to the system.
- When I review the bot's qualification decisions, they appear to be unreliable. Many leads are marked as hot simply because they said "yes" somewhere in the conversation, but they could say "Yes! I'd like to speak to someone about (selling their own software to us), but no, I have no use case."
- The bot requires a lot of feedback to start becoming more accurate. This onus is on the customer to staff and execute on this.
We use it across our organization to prospect for programs or membership. We upload our own leads which may be active or previous members to try to prospect for programs we are offering, and we also use past members to prospect to find out who is interested in finding out what is new at our organization. It helps us tremendously by only having to call people that show interest, verses calling thousands of people to try to find out who is interested. Therefore it saves us a lot of time and allows us to really engage with those that are most interested.
- Conversica does a good job of prospecting.
- We love that they have a follow up feature that allows us to hold our staff accountable for reaching out to those who are interested in timely manner.
- The dashboard in Conversica helps us to both navigate current conversations and leads easily, as well as view the progress of current and past conversations.
- We would love more options for conversation types. Our organization has so many different things that we offer, we sometimes don't find how what we are trying to offer would fit into a current conversation.
- We would like to be able to customize the text on the templates a bit more so it was more relevant to our readers.
- We would love for Conversica to remember conversations from each individual so that if they are engaged again in a future conversation it will already have a profile for that individual which will help to create a more personal touch and could assist with replying to certain requests themselves verse assigning a sales person to reply.
September 20, 2019
Conversica is worth a try
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.
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.
September 07, 2019
Hot leads turn into our newest students because of our AI
Our recruitment department is using it as part of the top of the funnel recruitment process, assisting marketing and our other teams handling the huge amount of hot leads we receive through our traditional marketing email automation. Conversica is used as another staff person helping guide our prospective learners thorough the beginning enrollment stages.
- Language is so real that people have no idea they’re speaking with a bot.
- Intuitive learning so it asks the appropriate questions for follow up.
- The support teams to ensure the email conversations are going well is exceptional.
- It would be great if it could do more learning based on the questions. Some of it is limiting and we find our emails have to be written a particular way. Can be restricting.
- Multiple personas would be good. Right now we have just one. A couple of AI personas would be lovely.
- The training can be daunting, especially for those that are doing it off the sides of their desk. There is still human intervention needed and it should be explained better that this product can actually increase the need for humans at the company, especially if implemented properly. The hot leads increase.
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.
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.
August 27, 2019
Conversica has really helped to fuel our sales pipeline.
We use Conversica as a pre-sales tool. We send new leads through Conversica prior to sending them to our salespeople. Conversica is mainly used by our sales department, but is also being used by our accounting and onboarding department. Our salespeople also use it for bringing back to life a stale opportunity or quote. The accounting department will use it in the same fashion for support quotes. Conversica really helps us to save our salespeople time in seeking out a lead and making sure it is "qualified" before talking with them.
- The seven email touch really works well since most salespeople will not really have the time to send that many emails to every lead they receive.
- The alerts that the owner of the lead receives really has helped a lot with keeping salespeople in touch when they are needed. The HOT lead notice really gets them to notice in an inbox full of other emails.
- We use Conversica inside of Salesforce. The reporting that is built-in is really on point and very well done. It is really easy to see any information you may need on the current real-time reports.
- By using Salesforce with Conversica, anyone can add a lead or contact to a Conversica conversation through campaigns in Salesforce. This is great, but also getting to be a problem in how to organize the many conversations we now have and to have them searchable.
- The conversations are able to be customized. It would be nice to possibly change some of the wording that is standard and cannot be changed.
- The emails that Conversica sends out through the AI are great, but it would be great to be able to see the subject of the email as well.
August 26, 2019
Smart and responsive
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.
August 23, 2019
Great Sales Assistant Alternative!
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.
August 20, 2019
Conversica will help you book more meetings
We use Conversica to follow up with many of our marketing leads to ensure those leads have the resources they need to effectively evaluate our software solutions, and to see if they want to meet with us to learn more about how our solutions can help them achieve their goals. When someone expresses interest in meeting with us we pass that person over to our sales team for further follow up and qualification.
- Conversica is polite but persistent. While a human might only email a lead 2-3 times before moving on, Conversica will send up to 7 emails. This increases the likelihood that we will get in touch with the prospect and helps us book more meetings.
- Conversica is able to accurately interpret responses that it receives from prospects and then take automated action based on those responses. For example, if the prospect says they want to meet with us they will be marked as a hot lead which we can then MQL and pass to a human for follow up. If they say they are not interested Conversica will stop emailing them. If Conversica receives an OOO email it can see when the person is expected to return to the office and then schedule the next email to be sent after they return.
- Conversica Is Able To Confirm A Prospect's Contact Information If We Have It, Or Collect Contact Information If We Don't.
- Conversica doesn't always interpret responses correctly so it's important to provide AI feedback when this happens.
- The ability to customize the email templates is limited.
- The out-of-the-box embedded reporting is not easy to use. i tend to just use my own salesforce reports.
- There are a lot of email templates to choose from but it isn't always obvious which one to use and there isn't a way to test them out to see which would be best for your use case.
- You can't clone campaigns which would be helpful when you have lots of campaigns that are very similar.
August 13, 2019
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.
August 09, 2019
Conversica Review
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.
August 09, 2019
Conversica Sales AI Assistant
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.
August 01, 2019
Sales
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.
July 17, 2019
Changed Email Marketing Forever
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.
July 17, 2019
The total package in AI
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.
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.