Conversica is a Great Additional to a Sales Team
Updated June 25, 2019

Conversica is a Great Additional to a Sales Team

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Conversica

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 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.
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.

Using Conversica

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.

Evaluating Conversica and Competitors

  • 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.

Conversica Implementation

Change management was a minor issue with the implementation
  • Timing/scheduling
  • IT resources

Conversica Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
Support cares about my success
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.

Using Conversica

Standalone, it's very easy to use. It becomes a little more complicated when you're working with it as an integration in Salesforce.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Reporting
  • Lead look up