Great system that offers AI intelligence and touchpoints for mundane lead management
December 16, 2020

Great system that offers AI intelligence and touchpoints for mundane lead management

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Modules Used

  • Sales AI Assistant

Overall Satisfaction with Conversica

Conversica is currently being used by our Marketing department to help qualify and warm leads before being passed to sales. Our main goal is to use the system to enable leads to become conversation ready once after they've been generated or interacted with marketing. The system helps address our lack of an inside sales team and provides a good primary screening before entering leads into our lead process.
  • The timing of AI interpretation to messaging is a quick turnaround
  • Leads have several stages they can enter based on responses and are properly bucketed
  • Conversation flows are fairly comprehensive and have a wide range of use cases.
  • AI interpretation is not always correct.
  • Conversation flows cannot be easily manually altered
  • Only a small amount of messaging text can be altered and customized
  • Some of the messaging can appear as if it's robotic
  • It has allowed us to create a few deals and opportunities that might not have otherwise happened.
  • It has unfortunately contacted customers or contacts that sales and account managers have not wanted contacted
Our account manager and support rep have been extremely helpful in helping us get the system where we wanted it. Given our original use case as a lead qualifier, a lot of the conversations needed to be altered or exceptions created in order to provide the customization we needed. Our AM and support rep were able to accommodate most of our requests and were extremely helpful in working with us on a solution.
The implementation itself was fairly straightforward. We encountered some errors mostly due to our internal IT configurations, however some of the implementation documentation could have been a bit more clear. In the early days of implementation, we didn't quite fully grasp what the different statuses or reasons for statuses were and the integration documentation seemed to be more of a 'create and figure it out' rather than a detailed explanation of what and why various items were needed.
Conversica was the first AI/Automated messaging service we have implemented.
Conversica is a good platform for us when used post event. It takes the Inside sales work out of following up on cold or potentially non-responsive leads and still allows us to create touchpoints with the leads. It has also worked fairly well as a follow up for media downloads on our site to gain additional interest or segmentation variables.