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Conversica’s automated sales assistant opens up an email conversation with each lead to determine purchase intent, while the Velocify platform swiftly assigns the appropriate qualified leads to a sales team and guides that team on the how, why, and when of converting that lead into a buyer. The Conversica-Velocify combination essentially drives a personalized sales experience at scale.

Free your reps up
for actual selling

Automated sales assistant separates the good leads from the dead ones, so sales reps talk only with prospects who want to talk to them.

Follow up with every
single lead

Conversica yields far more “at bats” for your sales reps – with both new and old leads – and thereby dramatically boosts their number of closed deals.

Gather critical
business intelligence

Prospects both respond more readily and share critical information such as phone numbers, best times to call, and intent to buy

Keep Sales aware
in real time

Sends hot lead alerts to sales after identifying interest from email responses

Start from

Add your leads to Velocify, initiate Conversica based upon Velocify filters, and the AI platform manages the conversations

Track within

Conversica automatically updates status of lead engagement and email dialogues in real time within Velocify

Conversica's AI-based lead engagement solution is the ideal complement to our insights-driven approach to sales acceleration Harry Beck, Vice President of Business Development at Velocify.

Get a personalized sales experience
at superhuman scale

Using Conversica with Velocify

Conversica brings a powerful human dimension to marketing automation. Rather than relying on guesswork and predictions, Conversica identifies the best leads by asking them – and they answer.

Conversica ensures that every single lead is followed up on and that salespeople spend their days talking with the ones who want to talk with them. Add to that Velocify, which ensures that they do so as quickly and optimally as possible, and you have a powerful lead conversion combination.

Conversica and Velocify together bring more speed and control to the entire sales process, helping teams prospect with more precision, accelerate lead engagement, and implement optimized workflows, ultimately helping sales teams find and convert even more leads.

Integrate seamlessly with Velocify

Conversica integrates easily with Velocify using published APIs.

•  Velocify page has created in the stage siteUsing your criteria, create a filter that identifies which leads you’d like Conversica to begin engaging in human conversation.

•  Conversica will keep you fully updated in Velocify via its custom status fields and messaging fields: Which leads are hot, which are at risk, which require action.

•  You can also automatically leverage this information within Velocify – for example create a filter that says "If this lead is a Conversica hot lead, assign it to this person"

•  The full back-and-forth email conversation with each lead is available in the Velocify lead record, in Conversica’s dashboard, in optional email alerts and in your CRM system (we're also integrated directly to Salesforce and the mobile Salesforce app).

Additional Resources

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