Simple and effective, fits right in to our demand generation and nurture strategy
October 31, 2019

Simple and effective, fits right in to our demand generation and nurture strategy

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

Modules Used

  • Sales AI Assistant

Overall Satisfaction with Conversica

We use Conversica within our Marketing and Sales departments as part of our Marketing Technology Stack. We lean on the tool to help us increase lead scores and to deliver Marketing Qualified Leads to our sales reps. To do this, we primarily use Conversica to nurture cold leads, wake-up very old leads or re-engage with recent Sales Qualified Leads under various circumstances. We also use it to try and find the correct prospect lead at an organization if the lead we *do* have does not fit our buyer persona (interns, junior titles, etc).
  • Conversation paths are realistic and drive action from the recipient despite being AI-driven.
  • Easy interface for sales reps to find, engage and convert leads who respond to the AI.
  • Granular and customizable reporting tools built-in help us identify ROI and areas for improvement, and are easy to speak up to Executive level reporting.
  • The method of standing up campaigns can be a little tedious for administrators because it uses copy/paste of Salesforce Campaign ID instead of just searching for active Salesforce campaigns.
  • Understanding the conversation path options that the AI could take is improving greatly, but can still use some improvements for admin awareness when standing up a new conversation.
  • Understanding what conversation types exist and how they differ from one another is sometimes difficult to self-serv, but the Conversica team is always very good about helping out explaining these.
  • We have a very high attribution ROI given the price of Conversica.
  • Our Conversica goals have evolved over the years and it continues to deliver.
  • The team at Conversica has done a great job proving their ROI and helping us to speak this upward to our own Exec team.
We primarily use Conversica with pre-sales conversations, not existing customers.
We have bi-weekly meetings with our CSM who ensures we are always up to date on new features, are using our existing features correctly, and he often Identifies problems with our system we otherwise may not find. The support tickets are opened and closed quickly. If I ever need a walkthrough on a new feature they are quick to connect me with a Solutions Architect to show me how or help get me set up.
It took us a pretty short period of time to get installed and running. We have gone through some major Internal restructurings as well which resulted in us scrapping and re-establishing an all-new Conversica strategy. Each time it is painless to work with our CSM and Solutions team at Conversica to go over our business needs, talk about possible solutions, and then get those solutions installed and figure out the best way to monitor ROI.
Well suited for teams who have a lot of leads but not a lot of salespeople, or for teams with salespeople who need to be highly focused on quality leads. The tool is great at nurturing leads and pushing them toward a call-to-action. Best for small- to mid-sized businesses.