Great Product, Great Results, Great Team.
February 10, 2017

Great Product, Great Results, Great Team.

David Da Silva | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Conversica

We initially started using Conversica for dealing with leads on mass from tradeshows, and had some great success. Since then our usage of the product has evolved and we are now running multiple conversations, and even have Conversica integrated to our inbound lead flow activity. The use cases for this product are constantly growing and we can see future value with Conversica to support the wider business (client sales and even finance).
  • Quite simply, it works. We now can have our sales teams working on the best contacts which improves their conversions/focus, whilst our AI agent will work on the leads to find those diamonds in the rough.
  • The roadmap is strong. I've been lucky enough to attend the customer user groups and not only are the features coming very interesting, but they have actually delivered on the timelines.
  • The team at Conversica is incredible - v ery responsive, easy to work with and provide great suggestions and support.
  • I think some more can be done around tracking Salesforce activity. For us, if the data isn't in Salesforce, it doesn't exist. We have recently come up with a custom way to track specific conversation success to a campaign with custom statuses to do this, but as I understand this isn't something any other customer is doing currently. I know the team is working on tracking opportunities to conversica success which will be interesting.
  • No lead gets left behind. Your agent doesn't get sick, take vacation or have any lapse in productivity.
  • Employee efficiency. Our teams can now focus on the great leads rather than getting overwhelmed with hundreds of contacts to follow up with.
In all honesty, we don't really use the reporting within the Conversica portal. Instead we build reports in Salesforce and use the Conversica fields to track performance of conversations and ROI. For us the data needs to exist in Salesforce, but we've had no problems trying to report on the information we are looking for.
If you, like us, find yourself with large numbers of leads following events - this product is for you. Although there are many other use cases for your wider business, for us this is the core value this product delivers for us. The product is on track to pay for itself, and our sales team have adopted Anna as part of their team.