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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

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
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.
  • No more leads slipping through the cracks. Everyone gets contacted soon after they engage with our content.
  • We can now more accurately determine the interest level of all our leads and place them in the proper section of our sales funnel.
  • We are starting more conversation in less time and have closed new business that originated from Conversica outreach.
The response time is good, and all of my questions are answered quickly via email and in our weekly calls. They were a little pushy trying to get me to try different campaigns. They had employee turnover so I had three support reps in one year. They don't remember from one rep to the next critical details of our business.
Implementation went very smooth. They did a nice job of handing off from sales to our support team. They also did well with Salesforce technical questions. There was some things we could not do ourselves and relied completely on the support rep. I didn't like that.
I've used PersistIQ in the past and although it works to an extent, it still used our email server to send mass/batch emails with the typical personalization tokens. We had to do a lot more work to analyze and group each reply. Conversica does that for us.
6
Our use of Conversica serves as a bridge between marketing and sales. As new leads are gathered from marketing efforts, certain qualifiers are in place to allocate a portion of them for Conversica outreach. The Business Development and Sales Development and Sales Operations are all involved in the care and handling of these new leads.
3
As a marketing manager I manage the distribution of new leads to the Sales team and also dictate the allocation of which leads will qualify for Conversica outreach through several conversations. Our Sales Operations Manager is our SalesForce admin and he oversees the integration and campaign creation for Conversica. He also imports all static lists to these campaigns. Our Sales Development Reps monitor all new Hot Leads that are generated by Conversica and then move forward with any follow up emails and fulfilling the scheduled phone calls.
  • Event follow up after we meet someone at a trade show or conference or if they attend a webinar.
  • Old lead reactivation for those qualified leads who we have not heard from for over 90 days.
  • Content download follow up after someone downloads an ebook or white paper from our website.
  • We've been able to clean up out database and eliminate all unqualified contacts quickly.
  • In the future we will consider using Conversica for cold outreach prospecting.
I'd like to renew in hopes that their developers update the interface to include the option of manually changing the lead status for more accurate reporting.
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.
  • We are fairly new with Conversica, but we have had tremendous success contacting leads that have sat dormant and not worked, we have seen deal flow from these conversations, just at the time I can't give a specific answer.
  • In our first small campaign to cold leads we had a 46% engagement rate, which is phenomenal!
  • The more leads we feed to Conversica the lower our engagement rate drops, but over time it climbs back up as it take 6-7 messages before we see a lot of response.
I give Conversica this rating because of my experience with them. they are constantly in contact with me and make it very easy for me to get a hold of them when I need something handled outside of our regularly scheduled call. On top of this, because of our weekly call cadence they know exactly what we are working on and come to the table with ideas to increase engagement before I even ask for them.
This was a smooth an implementation as they come. On top of that we had to switch our Salesforce instance and Conversica had to do the implementation all over again. It was fast and seamless and made it a very easy experience overall. Once again, because they know our business they knew what needed to be done and did it quickly and efficiently.
I have looked no further than Conversica because they have stood out on their own and I have seen nothing like them since. Their service is fantastic and I have had no reason to look beyond them in the marketplace since coming on board with them. They work with us and identify areas we may not be using them and try to customize their service to what fits our use cases best and not their bottom line.
9
Conversica is used across the board for our sales staff and our marketing staff. Use cases are different as the sales team uses it to follow-up on the leads they are assigned during the campaigns as well as setting up appointments before events. The marketing team uses it to create interest and engagement across multiple product and service lines.
1
There are no special skills needed as it really is very easy to use and you have the full support of the Conversica team to cover any gaps in internal knowledge or skills. Conversica really makes it easy for users to use and support their product. One more reason we love Conversica.
  • Pre-Event messaging and appointment setting
  • Driving interest at the top of the funnel with cold contacts.
  • Connecting with inbound leads from our website immediately
  • With their new drive action feature we have been able to use our existing content to drive them deeper into the funnel and further educate them on our products and services before they are contacted by our sales team.
Because we will renew and we have rewed a second time already. Conversica has given us a lift in our lead follow-up as our assistant immediately responds to requests and in turn notifies our reps multiple times which has created much fewer "lost" leads along the way. We have seen a real impact on revue as we can attribute the actions from our assistant to closed deals and the results are real and astounding at times.
Yes
Like everything else, sometimes there can be problems, but it has only happened very very rarely with Conversica and it was addressed and corrected in a very timely fashion. The support team is always on point and rarely does it take more looking into than with our customer success manager. Conversica gets service.
Just yesterday. I had a person get transferred into another department and i needed them removed and their leads transferred to another contact ASAP. I was very busy with other issues and i reached out to my CSM and he immediately made the change for me. This is why Conversica rocks, they are always there to help and are happy to do so!
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.
  • Conversica has allowed our sales team to bring in more revenue by sending us quality leads to follow up with and sorting out the weaker ones.
Any time I have had an issue, the support team has been quick to respond and very helpful. However, I have cycled through multiple account managers.
It takes a few weeks to get fully up and running, but the support team is there with you every step of the way and very detailed on how to make sure everything is implemented correctly.
N/A
2
Marketing
2
Marketing
  • Lead follow up
  • Prioritizing the sales team's time
  • Lead tracking and engagement
  • N/A - we use it pretty standard for lead follow up we otherwise wouldn't prioritize engagement in.
  • We can use Conversica for winback campaigns, information campaigns if we release a new product, etc.
It works well.
No
  • Price
  • Product Features
  • Product Usability
Product features - we wanted to make sure the AI bot was able to do everything we needed.
We would focus more on customization options.
  • Implemented in-house
No
Change management was a minor issue with the implementation
  • Timing/scheduling
  • IT resources
No
I offered a suggestion to improve the software once in regards to recognizing and fixing incorrect customer names. They actually implemented it! It was great to see Conversica taking customer feedback seriously and listening to the front-end when it comes to software improvements.
  • Reporting
  • Lead look up
  • N/A
Standalone, it's very easy to use. It becomes a little more complicated when you're working with it as an integration in Salesforce.
Tiffany Johnson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We currently use Conversica to leverage our existing lead data to connect and qualify interest for a program or university. This technology has allowed us to increase the frequency and further customize 1:1 email communication. We are currently in the process of implementing this technology to all partners and expand Conversica’s impact on conversion or lead flow.
  • The AI assistant starts sending short, personalized emails to latent leads in drip format that allows the system to test and adjust the frequency and message structure. As it learns, it increases frequency according to the leads’ behavior.
  • The AI assistant is able to bridge the gap between Enrollment Advisor and potential student by providing none promotional that provides a soft touch point for reengagement.
  • Conversica is able to rate leads based on behavior and ensure each potential student gets everything they needed.
  • We would like to see functionality to customize how many times a single lead will be emailed in its lifespan. Being that there are sometimes unique instances this option would be beneficial.
  • Reporting is very static with no real opportunity for customization.
  • Appointment-setting (for calls or meetings) that synchs live with the user's calendar, to reduce the user's time coordinating the timing.
Conversica is really good at ensuring the journey of a potential student goes smoothly and I would like to see Conversica used more in different areas of the journey.

We don't want Conversica to take the place of our Enrollment Advisors, therefore we don't wish for Conversica to provide promotional messaging that will act as another marketing channel.
  • We have seen a positive ROI for Conversica with our latent leads.
This team at Conversica is amazing in every way possible. They are great at keeping in touch and providing assistance when needed.
Ensures follow up by Enrollment Advisors and alerts us of customers not receiving follow up. Low cost for the ROI.
400
Marketing and recruiting.
5
The database marketing team supports Conversica on an on-going basis. Our team manages the direct marketing communication channels we utilize for our lead database.
  • Re-engaging with latent leads.
  • Following up with leads in multiple statuses.
  • Connecting a lead with an Enrollment Advisor to answer additional questions.
  • We have been able to learn more about the power of frequency and personalization.
  • We would like Conversica used to qualify new leads.
There is a positive ROI and believe Conversica will continue to grow and implement useful features that will be beneficial.
Ted Nehls | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are using Conversica to generate warm leads for our sales agents. The system helps supplement the number of qualified leads at a very competitive price per lead.
  • Conversica eliminates the need for a sales agent to communicate with the prospect till they are ready to purchase.
  • Conversica weeds out the "Window shoppers".
  • The system is very easy to use - upload your data and let your AI assistant go to work generating qualified ready to buy prospects.
  • It would be nice to be able to upload your database via the web portal instead of an FTP server.
  • The reporting tool could use a little work.
[It is well suited for] anyone who makes a living making large amounts of phone calls. Conversica is a great and less intrusive way to generate qualified leads.
  • We have been able to generate more qualified leads less intrusively to our prospects.
We haven't tried any other products and we are satisfied with Conversica.
25
Sales
1
Very basic uploading databases
  • Lead Generation new accounts
  • Re-engagement of qualified prospects
  • Win back of customer
  • I would rather not share.
  • Keeping in touch with warm prospects
  • Follow up when up for renewal
It's a very easy to use product with a great support staff. My account manager Jennifer is really awesome.
Yes
We replaced MailChimp and Constant Contact email marketing platforms.
  • Third-party Reviews
The biggest factor was working with our account manager Jen she really held our hands through the whole process.
Wouldn't change a thing
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