The total package in AI
July 17, 2019

The total package in AI

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

Modules Used

  • Sales AI Assistant

Overall Satisfaction with Conversica

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.

Pros

  • 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.

Cons

  • 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.
  • The number of Leads from Free Trial to paying customers has increased now that our Sales Team is able to follow up with the right Leads.
  • Conversica has found us 5.2 million in revenue since 2015.
  • Phone numbers and email addresses are kept up to date when the AI is reaching out.
Everyone at Conversica is patient and helpful. They have held my hand all the way from learning the how-to's as well as how to train our users on using Conversica. I know I can reach out to support any time with any type of issue/question/request and work with someone who is willing to put in the time.
I wasn't involved with the initial implementation, so I am not sure on the time it took to get up and running. I can tell you that things have been improved on since I started working with it and it has gotten easier to use on the end-user side.
I wasn't responsible for the original purchase, but we have been using Conversica since 2015, so there must be something pretty special about it. I have mentioned previously that everyone is super helpful so they are the total package of technology and customer support. We have tested other products that have an AI component (not as a replacement for Conversica) and the technology was years behind Conversica
Conversica is great for scheduling appointments or reaching out to see if there is interest. We have had many more free trial downloads turn into paying customers since we started using Conversica. We had way too many Leads to follow up on previously. I could see it being very useful for qualifying Leads. I feel that in my specific company it is grossly underutilized.

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