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Conversica will help you book more meetings
August 20, 2019

Conversica will help you book more meetings

Jonathan Gallagher | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • Sales AI Assistant
  • Customer Success AI Assistant

Overall Satisfaction with Conversica

We use Conversica to follow up with many of our marketing leads to ensure those leads have the resources they need to effectively evaluate our software solutions, and to see if they want to meet with us to learn more about how our solutions can help them achieve their goals. When someone expresses interest in meeting with us we pass that person over to our sales team for further follow up and qualification.
  • Conversica is polite but persistent. While a human might only email a lead 2-3 times before moving on, Conversica will send up to 7 emails. This increases the likelihood that we will get in touch with the prospect and helps us book more meetings.
  • Conversica is able to accurately interpret responses that it receives from prospects and then take automated action based on those responses. For example, if the prospect says they want to meet with us they will be marked as a hot lead which we can then MQL and pass to a human for follow up. If they say they are not interested Conversica will stop emailing them. If Conversica receives an OOO email it can see when the person is expected to return to the office and then schedule the next email to be sent after they return.
  • Conversica Is Able To Confirm A Prospect's Contact Information If We Have It, Or Collect Contact Information If We Don't.
  • Conversica doesn't always interpret responses correctly so it's important to provide AI feedback when this happens.
  • The ability to customize the email templates is limited.
  • The out-of-the-box embedded reporting is not easy to use. i tend to just use my own salesforce reports.
  • There are a lot of email templates to choose from but it isn't always obvious which one to use and there isn't a way to test them out to see which would be best for your use case.
  • You can't clone campaigns which would be helpful when you have lots of campaigns that are very similar.
  • For various reasons I am not able to disclose our ROI but I can say that we recently renewed our contract with Conversica after seeing results in our first year using the platform.
Our Customer Success Manager and our Technical Account Manager always make themselves available and are super response when I have a question or support issue. If they can't answer my question or resolve my technical issue themselves they will find the right person that can, and they do it in a timely manner.
Getting Conversica integrated with our Salesforce instance probably took 1-2 weeks and after the integration was complete we probably had our first campaign running with 1-2 days.
Conversica is a good solution when you have a lot of leads that you want to follow up with but you don't have enough humans to follow up with them, or you want to supplement your human follow up with AI-powered email follow up. Conversica is also a great supplement to your existing marketing automation drip/nurture campaigns.