We have seen a very positive ROI from use of Conversica in a short period of time
September 20, 2019

We have seen a very positive ROI from use of Conversica in a short period of time

Kathy Cannon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Modules Used

  • Sales AI Assistant

Overall Satisfaction with Conversica

We use it across our organization to prospect for programs or membership. We upload our own leads which may be active or previous members to try to prospect for programs we are offering, and we also use past members to prospect to find out who is interested in finding out what is new at our organization. It helps us tremendously by only having to call people that show interest, verses calling thousands of people to try to find out who is interested. Therefore it saves us a lot of time and allows us to really engage with those that are most interested.
  • Conversica does a good job of prospecting.
  • We love that they have a follow up feature that allows us to hold our staff accountable for reaching out to those who are interested in timely manner.
  • The dashboard in Conversica helps us to both navigate current conversations and leads easily, as well as view the progress of current and past conversations.
  • We would love more options for conversation types. Our organization has so many different things that we offer, we sometimes don't find how what we are trying to offer would fit into a current conversation.
  • We would like to be able to customize the text on the templates a bit more so it was more relevant to our readers.
  • We would love for Conversica to remember conversations from each individual so that if they are engaged again in a future conversation it will already have a profile for that individual which will help to create a more personal touch and could assist with replying to certain requests themselves verse assigning a sales person to reply.
  • We have found that each conversation type has a different ROI. Some are very hard to report off of, whereas others are easy. this is because some are more built around building awareness of what we offer where they may not purchase it for months down the line.
  • Has helped us to save on salaries. If staff were to try to do the same thing our AI Assistant does, it would take them many hours to be as successful.
We use one assistant for our organization. This has helped us to ensure that the message is clear and consistent for the entire organization (over 15 locations). Our success is dependent on the retention of our members, and by using the assistant it has helped us better engage and connect our members to programs and services, which should have positive impacts on retention down the line.
When we launched we had regularly scheduled calls with support. They are also good at reaching out now after new releases to review what it includes and how it could benefit it. Our experience with them has been overall positive since we launched about a year ago.
Our implementation took longer than we anticipated, but mostly because we had sales people at every branch that had to be trained and we were launching in November/December where the holidays conflicted a lot with the launch timeline. Therefore we were unable to launch until the beginning of January, which is our busiest month. I think that when creating a timeline with clients in the future, the holidays and vacations should be taken into consideration.
If you are interested in trying to better connect your clients with other services that you offer, then Conversica does a great job of prospecting so that you can save time in finding leads that are most likely to be interested. We have also found a lot of success on getting prospects for past clients or members who are may be interested in your services again. We have a much better success rate for these emails then us doing email blasts because it is personal verse being an "ad" that is sent out where it is apparent that it is a mass email.