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Your virtual sales assistant can be named to fit your organization, send emails that fit your brand, alert sales reps about sales opportunities according to your workflow, integrate with customer relationship management (CRM) applications such as Salesforce.com, and work hand-in-hand with marketing automation systems such as Marketo, Pardot and Eloqua.

Your virtual sales assistant

Your virtual sales assistant contacts and engages leads, accurately interprets their email responses, and alerts sales reps when a lead is ready

Male or female

The choice is yours. Choose a virtual sales assistant that best fits your business and lead engagement strategy

What’s my name?

Many organizations use a fictitious name and make it known within their company for the purpose of routing calls

Consistent on-brand communication

Every AI message is written to reflect your brand

Customize the workflow

When the software identifies a hot lead, Conversica uses a customizable workflow to alert your sales team.

Lead assignment

Your virtual sales assistant can work with any type of sales lead assignment rules – from round robin to assignments by territory, industry and more.

Conversica helps us gather information that some humans just can't get, like alternate phone numbers. Conversica saved us a deal the other day and pretty much paid for itself! Once you've got Conversica on the team, it quickly becomes clear that it can do things that our best BDC reps can't do... Steve Duff, Marketing & E-commerce Director

Who’s your customer service superstar?

Name your virtual sales assistant

Will your virtual sales assistant be male or female? The choice is yours. You can create a virtual sales assistant that best fits your business and lead engagement strategy. Name the virtual sales assistant to match the name of a real person in your company, use a fictitious name, or stay with the name Conversica. Many organizations use a fictitious name and make it known within their company for the purpose of routing calls.

Set the sales workflow

When the software identifies a hot lead, Conversica uses a customizable workflow to alert your sales team. Sales managers can configure the software to work with any type of sales lead assignment – round robin, rep assigned, no rep assigned, handed off to sales managers and more.

Integrates with Salesforce

Sales managers and sales reps can interact with Conversica’s workflow directly in a customer relationship management (CRM) system such as Salesforce by turning flags on and off based on the type of lead response.

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