Item: Conversica
Rating: 8
Author: Verified User

Overall Satisfaction with Conversica

Use Cases and Deployment Scope

Our organization uses Conversica to 'go after' cold leads or leads that are not interesting at that moment to our sales team. We also use Conversica to follow up with webinar registrants to see if they'd like to schedule a meeting for more information using Chili Piper's integration.

Pros and Cons

Pros

Follow up with leads that we have a hard time getting sales to follow up with. These are usually accounts that are not current targets but have at least a small amount of engagement.
Takes the pressure off our SDR team to follow up with voluminous leads so they can focus on accounts that they value.
Provide native reporting and tracking in SFDC that makes it easier to manage operations.

Cons

There's inflexibility with their conversations. You can not use your own copy completely. Templates are provided that allow you to add things like our value prop to customize messaging.
You'll need to use Drive Action campaigns to use Chili Piper meeting links which the AI assistant will only offer once.
Training the AI assistant to respond as our reps would has been somewhat difficult.

Return on Investment

Conversica has paid for itself in only 4 months so in less than 6 months our ROI is 100%.
It's easy for us to add leads to existing campaigns from SFDC which means that our time to launch is 3-4 minutes best case. This saves an incredible amount of our teams time so we can focus on other projects.

Support Rating

While the team is very helpful, you will need to implement the tool to ask the real questions that you need to know that are unique to your company.

Implementation Rating

Implementation was fairly simple. We only needed to involve our BI team that manages SFDC data input/output.

Likelihood to Recommend

Conversica is great if you don't have an SDR team or if the SDRs that you do have are very busy with hot leads. It's less appropriate for hot lead follow up since prospects at that stage would rather speak directly with a rep. Conversica will go to a certain point but human interaction is needed at the hot lead stage to make sure that the prospect gets what they need when they need it.

Comments

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Conversica has been a huge time saver

Modules Used