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A good tool and good support with a high level of customization, but sometimes frustrating to deal with.
August 24, 2019

A good tool and good support with a high level of customization, but sometimes frustrating to deal with.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Modules Used

  • Sales AI Assistant

Overall Satisfaction with Conversica

Conversica is used to allow sales to focus on the later stage of closing a deal. It's a good way to free some times from sales when it comes to schedule meeting or just connect to a lead after they completed a form. It gives a feeling of exclusivity to each lead, in the sense that it looks like they are interacting with a real person and not a random nurturing program.
  • Assess the interest from a lead for a meeting
  • Triage (hot/warm lead)
  • Queuing
  • Booking meeting: that would be a neat feature.
  • Sending documents
  • Switching between Marketo/Pardot Nurturing Program and Olivia
  • Sales rely too much on Conversica.
  • The connection with the nurturing program is tricky: warm leads could end up in limbo.
  • Time-consuming to check it.
There have been quick to answer and help us but it took a bit of time for them to understand what the issue was and come back to us with an explanation and possible solution. I would say their support is good and reactive. I would recommend them for it overall.
The interface is easy to use but sometimes, it's hard to find what you are looking for (lead reports and stuff). Too many menus to my taste. But it's totally blended in salesforce, and the responsiveness is on par with it: no slower or faster than the SFDC interface, it's homogeneous. My 2 cents.
After an event or after a lead completed a form, Conversica would be useful to assess the interest when we have not enough information to get proper lead scoring. It liberates more time from sales allowing them to focus on really hot leads instead of hot and warm leads. I wouldn't use it as a nurturing tool.