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
(1-25 of 72)Thanks to Conversica we improved our sales
- It has chatbots with real and natural conversations, which allow us to build relationships with potential customers attracting them to our brand.
- Lead management, allows the system to only throw out the best customers and companies so that our human agents can approach them.
- Natural language processing makes customers feel that they are being served by a human, allowing a natural approach to the sale.
- Its interface is a bit confusing to understand at first and the more leads it generates, the more saturated the main screen becomes.
- To get the AI to feel completely natural there is a lot of trial and error testing to be done. This is in order to make conversations feel more natural.
- On some occasions, it has sent double and triple information from the same customer.
Great tool that boosted CS productivity!
- AI is really good
- Adds more productivity hours
- organizes all conversations
- UI could be a tad better
Bring on more custom fields!
- Response rates are high
- Set conversations, not much room to create own emails.
Conversica - An Excellent Solution to the Digital Drip Problem
- Answers Direct Questions
- Supplies information and links to students requesting them
- Reengages potential students that requested information early in their high school education
- Frees our admissions team to only reach out to potential students with a sincere interest
- Adjusting message timing, both on a macro and micro level
- Lead uploading - make it easier for all users to access the uploader and execute said uploads
Good sales Tool need to dig deeper if you are in CS
- Easy to implement because it is a SF cnnection you just upload those users
- Pretty reliable results knew we would get 15% hot rate every time no more no less
- Tough to work around the static talk boxes we had
- Static boxes for talk tracks made it tough to have natural language sometimes
- Easier to include calendar links
- More useful strategy meetings
Great system that offers AI intelligence and touchpoints for mundane lead management
- The timing of AI interpretation to messaging is a quick turnaround
- Leads have several stages they can enter based on responses and are properly bucketed
- Conversation flows are fairly comprehensive and have a wide range of use cases.
- AI interpretation is not always correct.
- Conversation flows cannot be easily manually altered
- Only a small amount of messaging text can be altered and customized
- Some of the messaging can appear as if it's robotic
- 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.
Coversica 2020
- Saves time.
- Engages at scale.
- Connects us with some viable leads.
- Misdiagnosing of lead responses.
- Limited text to insert into a conversation.
- Inability to uniquely brand to raise brand awareness.
Conversica is a perfect complement for any sales and marketing team
- AI automation.
- Thousands of conversations at once.
- Personalisation.
- Conversational marketing/sales.
- User interface.
- Conversation editor flexibility.
- Reporting capabilities.
Conversica is a one-stop shop for Marketing Professionals
- AI Assistant Management of responses. We have large lists that we are in constant communication with. The AI Assistant's ability to respond, very professionally, to every comment creates a tremendous customer experience.
- Organization of Leads: The "intelligence" to understand the responses and prioritize them is a tremendous time management benefit. The platform organizes your leads into "hot leads," "further action needed," "stopped leads," and more based on the response. It is extremely accurate.
- Reporting: The ability to pull reports by campaign and export them into PowerPoint presentations is very helpful and impressive.
- Most of the campaigns have 7 attempts in their path. If a lead does not respond the AI agent will make 7 attempts until it stops messaging the lead. In most cases, this is wonderful. In some cases, the outreach is too much. The ability for the "user" to be able to decrease the # of attempts would be a good feature.
- The time frame between "attempts" from the AI Agent. This is actually possible, however, the user must set this up with the Conversica Technical Team. Now, while I am putting this down as an opportunity, I must note that the staff and team at Conversica are some of the most professional and welcoming I have dealt with in my career. They are always eager to help.
Increased Productivity. Better Resource Allocation. Increased 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.
- Great at helping marketing and sales surface leads that might be interested in your product.
- Great at working low level leads and see if there are opportunities within a large number of leads
- Great at providing a more personal touch, ie it looks like it is coming from an actual person vs. a marketing-driven, standardized email.
- Since you are allowing Conversica to do a lot of the manual work of emailing and working low level leads, it really helps free up work of your sales team which would otherwise cost more.
- Conversation paths are realistic and drive action from the recipient despite being AI-driven.
- Easy interface for sales reps to find, engage and convert leads who respond to the AI.
- Granular and customizable reporting tools built-in help us identify ROI and areas for improvement, and are easy to speak up to Executive level reporting.
- The method of standing up campaigns can be a little tedious for administrators because it uses copy/paste of Salesforce Campaign ID instead of just searching for active Salesforce campaigns.
- Understanding the conversation path options that the AI could take is improving greatly, but can still use some improvements for admin awareness when standing up a new conversation.
- Understanding what conversation types exist and how they differ from one another is sometimes difficult to self-serv, but the Conversica team is always very good about helping out explaining these.
No vacations...no raises...you're hired!
- Consistent follow up and cadence of outreach
- Surfacing potential hot leads
- Identifying when the ball has been dropped - leads at risk
- Translations - French, German, Spanish
The area we've had issues using Conversica is on our EMEA region. The translations were not that great. Conversica is not quite ready for prime time on the translation front.
Offload bad Leads and make Sales winning opportunity easier
- 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.
Not a good tool for deeper engagement/interactions - primarily used as a high level conversation starter before real person is involved - however it will eventually need to be handed off to real person for deeper questions.
New user of Conversica
- Our AI assistant, Kelsey, follows up far more diligently than the reps.
- Consistent, accurate followup.
- Often leads towards a call meeting with the reps.
- The ability for reps to request that Kelsey stop contacting. I have to do that.
- The feedback has been very positive from the team.
- Saves our Sales team time.
- Very persistent in reaching leads.
- Understanding replies better.
- Syncing with Salesforce.
Could be a stellar success with a few small tweaks -- but we also had a botched implementation
- The bot is reliable with its cadences and memory of when to reach back out of a lead indicates a better time to engage.
- The Conversica support team is talented and helpful.
- The product is focused on sales, which is great -- we are able to paste full conversations inside of Salesforce, if we don't want reps to have to log into Conversica directly to follow up with qualified leads.
- As a customer admin, I am not able to control much on my own. I have to reach out to support for pretty much any changes to the system.
- When I review the bot's qualification decisions, they appear to be unreliable. Many leads are marked as hot simply because they said "yes" somewhere in the conversation, but they could say "Yes! I'd like to speak to someone about (selling their own software to us), but no, I have no use case."
- The bot requires a lot of feedback to start becoming more accurate. This onus is on the customer to staff and execute on this.
- Conversica 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.
- 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.