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Conversica Product Guide

TrustRadius Insights
July 2, 2024
Product Guides, Sales

Conversica Product Guide

What do users really think about Conversica? This product guide was created utilizing real, vetted user reviews and will help you get to the nitty-gritty details about where Conversica performs well, and where it may have room for improvement.

Highlight the Right Reviews

Throughout the guide below, there are links directly to reviews. Select the reviewers most relevant to you, and those links will be highlighted in blue.






Lead Generation and Sales Process

Lead Generation and Management

Reviewers consistently praise Conversica’s lead generation and management capabilities. Users highlight the platform’s effectiveness in nurturing leads from various channels, such as tradeshows, websites, and digital advertising. The ability to prioritize and engage with leads efficiently, leading to increased ROI and time savings, is a common theme among user feedback. Conversica’s integration with Salesforce.com is also lauded for providing a comprehensive view of lead interactions. Additionally, users appreciate the AI’s role in contacting cold leads and identifying viable prospects, ultimately streamlining the lead qualification process. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“The AI is being used to contact cold leads and bring the viable clients to the surface. We are a small company and it save a lot of time and manpower to have an AI reach out.”Manager in Sales, Marketing & Advertising, 11-50 employees

“We use Conversica to help get leads farther down the sales funnel for our construction business. Conversica is used to reach out to trial leads, and the goal is to get them to take a demo.”Manager in Marketing, Construction, 10,001+ employees

“We are at the point where our lead development reps get assigned and notified when people reply to our automated emails. A very slick feature of the product is that it ties in very nicely with Salesforce.com.”Manager in Marketing, Information Technology & Services, 1001-5000 employees

Sales Enablement and Automation

User sentiment regarding Conversica’s sales enablement and automation capabilities varies across the reviews provided. Some users praise the software for its ability to streamline lead management, reduce manual work for sales agents, and increase sales efficiency. They highlight features like automated lead nurturing, personalized interactions, and integration with Salesforce as key strengths that contribute to improved sales performance. On the other hand, a few users express concerns about the system’s effectiveness in qualifying leads and its flexibility in messaging, indicating areas for potential improvement in enhancing sales enablement and automation processes. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“It is perfect for any sales team looking for automated chat, email, text options. It is also great for any companies that have a large customer success org that they need to help manage the workload for. This tool saves hours on productivity for the customer success org.”Manager in Sales, Telecommunications, 501-1000 employees

“Conversica is perfect to reach out to huge batches of leads, something that any normal sales teams just do not have the capacity to do. If you get thousands of leads from multiple different channels then Conversica would be a great accompaniment to your general marketing and sales tech stack.”Manager in Marketing, Computer Software, 501-1000 employees

“Conversica is an excellent tool if you have a large database of potential students, sales leads, or other forms of potential customers/users. It does not replace human interaction, but instead supplements it – allowing your admissions/sales/retention team to spend their time with those individuals that are in most need of assistance.”Administrator in Other, Education Management, 501-1000 employees

Prospecting and Outreach

Users generally praise Conversica’s prospecting and outreach capabilities, highlighting its effectiveness in engaging with cold leads and re-engaging lost leads. The platform’s AI assistant is commended for its ability to streamline the outreach process, saving time and resources for sales teams. While some users mention limitations in customization and warm lead nurturing, overall, Conversica is seen as a valuable tool for initiating conversations and identifying potential opportunities through targeted outreach efforts. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“We use Conversica on our Demand Gen and Sales teams. We use it primarily for outreach with prospects that we haven’t been able to get in contact with. Its outreach streams allow us to reach those accounts in ways that no human could. The AI is very convincing, and effective at getting a response.”Strategist in Marketing, Computer Software, 51-200 employees

“It helps to initiate conversations that break through the clutter of the prospecting process. Conversica allows our Sales team to spend their time working legitimate leads as opposed to cold leads that might not truly materialize into closed deals. It personalizes what could be a cold lead gen process.”Vice-President in Marketing, Financial Services, 201-500 employees

“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.”Employee in Marketing, Telecommunications, 201-500 employees

Customer Interaction and Support

Customer Engagement and Support

Users consistently praise Conversica’s customer engagement and support features. They highlight the responsiveness and adaptability of the support team, emphasizing the quick resolution of inquiries and the willingness to provide solutions. Despite some minor concerns about customization limitations and response persistence, users generally appreciate the platform’s ability to ensure no inbound leads are overlooked and to maintain timely communication with customers. The customer success managers are commended for their attentiveness and efforts to keep users informed and engaged. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“The support team at Conversica is fantastic. They are very quick to answer questions, and knowledgeable without any hint of pretention.”Administrator in Other, Education Management, 501-1000 employees

“Our account manager and support rep have been extremely helpful in helping us get the system where we wanted it.”Manager in Marketing, Computer Software, 5001-10,000 employees

“The support team has always been helpful. My tech consultant has been fairly available.”Manager in Marketing, Financial Services, 51-200 employees

“The support, account management and customer success teams have been awesome at Conversica.”Manager in Marketing, Computer Software, 501-1000 employees

“Our customer support reps have always been very attentive to our needs.”Manager in Marketing, E-Learning, 1001-5000 employees

Email and Communication Strategies

User feedback on Conversica’s email and communication strategies is generally positive, with many users highlighting the effectiveness of the AI assistant in managing responses and maintaining communication with leads. The platform’s ability to automate email outreach and follow-ups is seen as a time-saving feature that enhances customer experience. However, some users have expressed concerns about the AI’s occasional misinterpretation of responses and limitations in customizing email templates. Despite these drawbacks, Conversica’s email and communication strategies are recognized for their persistence and scalability in reaching out to prospects. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“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.”Manager in Marketing, Computer Software, 5001-10,000 employees

“Conversica is polite but persistent. While a human might only email a lead 2-3 times before moving on, Conversica will send up to 7 emails. This increases the likelihood that we will get in touch with the prospect and helps us book more meetings.”Director in Marketing, Computer Software, 1001-5000 employees

“I would like to see more varied responses and approaches.”Administrator in Sales, Telecommunications, 51-200 employees

Personalization and Human Touch

Users consistently highlight Conversica’s personalization and human touch capabilities as key strengths of the platform. They appreciate how Conversica effectively simulates human-like interactions, providing a sense of exclusivity and personalized engagement for each lead. The tool’s ability to offload low-quality leads and focus on substantive conversations with real sales representatives is also well-received. While some users note limitations in handling complex queries, overall, Conversica’s personalization and human touch features are seen as valuable assets in enhancing customer interactions and support. (Source Reviews: 1, 2, 3, 4, 5, 6)

“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.”Employee in Marketing, Telecommunications, 201-500 employees

“The support for each client seems more personalized with timely communication, keeping the client interested as well.”Employee in Information Technology, Marketing and Advertising, 501-1000 employees

“The initial chat is pretty engaging via AI and then it will be transferred to a real person. This has really helped us manage all of the conversations that come into our channels for support.”Manager in Sales, Telecommunications, 501-1000 employees

“The truth is, however, it is NOT a real person and cannot fully replace an actual sales rep. It cannot answer complex questions about your product.”Strategist in Marketing, Computer Software, 51-200 employees

Strategy and Optimization

Marketing and Campaign Management

Users generally praise Conversica’s marketing and campaign management capabilities. They appreciate how Conversica streamlines the process of engaging with leads, both old and new, to ensure effective communication and follow-up. The platform’s ability to automate personalized interactions and nurture leads efficiently has been highlighted as a significant asset by users. Additionally, the integration of AI technology in marketing campaigns has been well-received, with users noting the platform’s effectiveness in enhancing lead qualification and warming processes. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Conversica is perfect to reach out to huge batches of leads, something that any normal sales teams just do not have the capacity to do. If you get thousands of leads from multiple different channels then Conversica would be a great accompaniment to your general marketing and sales tech stack.”Manager in Marketing, Computer Software, 501-1000 employees

“Conversica is a good solution when you have a lot of leads that you want to follow up with but you don’t have enough humans to follow up with them, or you want to supplement your human follow up with AI-powered email follow up. Conversica is also a great supplement to your existing marketing automation drip/nurture campaigns.”Director in Marketing, Computer Software, 1001-5000 employees

“Most of the campaigns have 7 attempts in their path. If a lead does not respond the AI agent will make 7 attempts until it stops messaging the lead. In most cases, this is wonderful. In some cases, the outreach is too much.”Vice-President in Marketing, Medical Practice, 51-200 employees

Sales Team Optimization

User feedback on Conversica’s sales team optimization capabilities is generally positive, with many highlighting the tool’s ability to streamline follow-ups and prioritize high-potential leads for sales reps. The AI-driven assistance provided by Conversica is commended for its efficiency in engaging with leads and facilitating meaningful interactions, allowing sales teams to focus on more strategic tasks. While some users mention minor limitations in customization and coordination with sales reps, overall, Conversica’s sales team optimization functionality is seen as a valuable asset in enhancing sales productivity and lead conversion rates. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Our AI assistant, Kelsey, follows up far more diligently than the reps. Consistent, accurate follow-up. Often leads towards a call meeting with the reps.”Executive in Corporate, Education Management, 11-50 employees

“It’s really great for scenarios where a sales rep has tried for a long time to get a response from a prospect, but hasn’t received a response. The rep can have Conversica take over and see if it is more effective.”Strategist in Marketing, Computer Software, 51-200 employees

Customer Success Strategies

Users generally praise Conversica’s customer success strategies, highlighting the effectiveness of the customer success manager and support team in guiding them through setup and ongoing usage. The personal interaction and quick engagement from technical subject matter experts have been particularly appreciated. However, some users have expressed concerns about the lack of follow-up or enablement to ensure long-term success with Conversica’s customer success model. Despite this, the majority of reviewers acknowledge the value of Conversica’s customer success strategies in driving positive outcomes for their teams. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)

“The support, account management and customer success teams have been awesome at Conversica. This is what I’ve been impressed with most. They are with the whole way from start to finish of setup to make sure your account is setup correctly and working as it should.”Manager in Marketing, Computer Software, 501-1000 employees

“Our Customer Success Manager and our Technical Account Manager always make themselves available and are super response when I have a question or support issue.”Director in Marketing, Computer Software, 1001-5000 employees

“CONS: Customer success model. No follow up or enablement to ensure your success.”Manager in Marketing, Construction, 10,001+ employees

Technology and Innovation

AI and Machine Learning Integration

User feedback on Conversica’s AI and machine learning integration is generally positive, with many highlighting the AI assistant’s ability to engage customers naturally and efficiently. The platform’s natural language processing and lead management features are commended for their effectiveness in streamlining customer interactions. However, some users have noted minor issues such as interface confusion and occasional duplicate information, indicating room for improvement in the system’s AI capabilities. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“The AI Assistant Management of responses. We have large lists that we are in constant communication with. The AI Assistant’s ability to respond, very professionally, to every comment creates a tremendous customer experience.”Vice-President in Marketing, Medical Practice, 51-200 employees

“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.”Manager in Marketing, Computer Software, 5001-10,000 employees

“The bot is reliable with its cadences and memory of when to reach back out of a lead indicates a better time to engage.”Manager in Marketing, Computer Software, 1001-5000 employees

“The AI is really intuitive. It rarely ever misunderstands a customer response.”Administrator in Other, Information Technology and Services, 201-500 employees

CRM Integration and Management

While some users appreciate Conversica’s CRM integration and SFDC management for streamlining lead follow-up and providing native reporting capabilities, others express concerns about the effort required for ongoing campaign association and limitations in customization. The platform’s ability to automate certain functions within SFDC is noted positively, yet suggestions for more autonomy in setting up rules within Conversica itself are raised. In essence, user feedback indicates a nuanced perspective on Conversica’s CRM integration and SFDC management features. (Source Reviews: 1, 2, 3)

“It takes considerable effort to create the conversations and associate leads/contacts to SFDC campaign on an ongoing basis.”Director in Marketing, Computer & Network Security, 51-200 employees

“While you can set up rules within SFDC to automate some functions such as to disqualify a lead etc, it would be great if you could set up these in Conversica instead of having to rely on an SFDC admin.”Director in Marketing, Telecommunications, 1001-5000 employees

“Implementation was fairly simple. We only needed to involve our BI team that manages SFDC data input/output.”Manager in Marketing, Information Technology and Services, 201-500 employees

Operational Excellence

Reporting and Analytics

Users generally praise Conversica’s reporting and analytics capabilities. They appreciate the platform’s ability to provide granular and customizable reporting tools that help in identifying ROI and areas for improvement. However, some users have expressed concerns about the limitations in the reporting features, such as the lack of ability to go deeper once the initial report is created. Despite these limitations, users find the reporting and analytics functionalities of Conversica to be valuable in tracking performance and making data-driven decisions. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)

“Reporting: The ability to pull reports by campaign and export them into PowerPoint presentations is very helpful and impressive.”Vice-President in Marketing, Medical Practice, 51-200 employees

“Hard adjust copy; Can’t control the automation; Average reporting.”Manager in Marketing, Internet, 201-500 employees

“Reporting is lacking a little and hard to tell the effectiveness of each campaign.”Manager in Marketing, Marketing and Advertising, 201-500 employees

Lead Qualification and Scoring

Users consistently praise Conversica’s lead qualification and scoring capabilities, highlighting its effectiveness in identifying and prioritizing high-quality leads for sales teams. The tool’s ability to offload low-quality leads and streamline the lead qualification process has been well-received. However, some users have expressed concerns about the need for ongoing human management to ensure accurate qualification decisions. Despite this, the general sentiment leans towards the positive impact Conversica has on lead qualification and scoring efficiency. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10)

“The bot requires a lot of feedback to start becoming more accurate. This onus is on the customer to staff and execute on this.”Manager in Marketing, Computer Software, 1001-5000 employees

“Conversica is a great tool to help with lead follow up; especially when you have a high volume of inquiries coming in from a website that you want to be qualified before sending to an SDR team.”Director in Marketing, Computer Software, 201-500 employees

“Conversica Sales Assistant can offload close 90% of volume allowing sales reps to focus on 10% of top quality leads that can result in an opportunity.”Employee in Marketing, Telecommunications, 10,001+ employees

Meeting and Demo Scheduling

User feedback on Conversica’s meeting and demo scheduling capabilities is generally positive, with many users highlighting the efficiency and effectiveness of the platform in setting up appointments with leads. The AI assistant’s ability to interpret responses and follow up consistently has been commended for streamlining the scheduling process and increasing the likelihood of booking meetings. Some users have mentioned minor drawbacks such as the need for more flexibility in messaging and the challenge of training the AI assistant to respond as human representatives would. Despite these minor concerns, Conversica’s meeting and demo scheduling functionalities are seen as valuable tools for engaging leads and moving them further down the sales funnel. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)

“We use Conversica to help get leads farther down the sales funnel for our construction business. Conversica is used to reach out to trial leads, and the goal is to get them to take a demo.”Manager in Marketing, Construction, 10,001+ employees

“Conversica is polite but persistent. While a human might only email a lead 2-3 times before moving on, Conversica will send up to 7 emails. This increases the likelihood that we will get in touch with the prospect and helps us book more meetings.”Director in Marketing, Computer Software, 1001-5000 employees

“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.”Manager in Marketing, Information Technology and Services, 201-500 employees

Alignment and Implementation

Implementation and Onboarding

Users generally praise Conversica’s implementation and onboarding processes. The feedback highlights the ease of integrating Conversica into existing systems, with many users noting the straightforward nature of the implementation process. While some encountered minor challenges related to internal IT configurations and documentation clarity, the overall consensus is positive. Users appreciate the support provided by the Conversica team throughout the onboarding phase, emphasizing the responsiveness and effectiveness of the support staff in addressing any issues that arose. Additionally, users value the platform’s ability to streamline processes and enhance lead prioritization, contributing to a more efficient workflow. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)

“The implementation went smoothly. The only advice I would give for anybody looking to integrate Conversica with Salesforce is to ensure that either you or somebody within your organization has experience with process builder as you’ll need to create some processes to force your leads into Salesforce campaigns for the Conversica system to pick them up.”Manager in Marketing, Computer Software, 51-200 employees

“Implementation was fairly simple. We only needed to involve our BI team that manages SFDC data input/output.”Manager in Marketing, Information Technology and Services, 201-500 employees

“While I managed the interactions and implementation it was a difficult process to go through. Of all the tools I have implemented this need the most strategy to get right. There needs to be more playbooks to choose from that teams can use. There also needs to be more of discovery not just sticking to a deck and checkbox question. The process was not as engaging as I’d like.”Manager in Sales, Internet, 51-200 employees

Account Management Techniques

Users consistently highlight the expertise and responsiveness of Conversica’s account management team. They appreciate the proactive approach of the account managers in addressing queries and providing timely solutions. The account managers’ knowledge and efficiency in handling account-related matters have garnered positive feedback from users, showcasing the strength of Conversica’s account management techniques. (Source Reviews: 1, 2, 3, 4, 5)

“The support, account management and customer success teams have been awesome at Conversica. This is what I’ve been impressed with most. They are with the whole way from start to finish of setup to make sure your account is setup correctly and working as it should.”Manager in Marketing, Computer Software, 501-1000 employees

“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.”Manager in Marketing, Computer Software, 5001-10,000 employees

“Our account manager has been excellent and is very knowledgeable and fast when it comes to answering any questions!”Manager in Marketing, Computer Software, 51-200 employees

About the Author

TrustRadius Insights
TrustRadius Product Guides are created by synthesizing user reviews to identify commonly discussed topics. These guides highlight common use cases, frequently used features, and more. While this is a beta feature, it is our mission is to provide you with the best information possible to make confident and trusted technology decisions. If you feel something is missing or incorrect, please let us know.

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