Meet Your New Customer Success Specialist

Check in with every customer using personalized two-way conversations that drive adoption, increase retention, and deliver an exceptional customer experience.

Increase Customer Lifetime Value
Grow Your Brand
Advocates
Scale Team Capacity With Ease
Powering the workforce of leading companies worldwide
The Impact

Unlock Revenue with Conversational Customer Success

Empower your revenue team to give the experience your customers deserve. Unlike customer success platforms, Revenue Digital Assistants™ work autonomously to take action based on insights and initiate meaningful conversations with every customer.

Move From Reactive to Proactive Customer Engagement

Continually monitor performance, collect feedback, and leverage insights to take quick action.

Shine a Light On All Revenue and Expansion Opportunities

Drive higher engagement rates that generate more revenue for your team.

Delight Customers and Drive Health

Stay in contact through onboarding, follow up on usage trends, and encourage advocacy to retain and grow your accounts.

Scale the Engagements of Your Best CSMs

Deliver a tailored touch to every customer with personalized emails crafted by your AI assistant.

Customer Success teams see big results with Conversica
44x

ROI

125%+

Net Dollar Retention

29%

of low-usage customers connected to CSM

Customer Success Use Cases

Grow Every Customer Seamlessly with Conversation Automation

Improve Customer Health and Retention

  • Revenue Digital Assistants™ deliver personalized one-on-one customer conversations that help you monitor, retain, and grow your existing customer base.
  • Continuously monitor health score, usage numbers, and NPS scores to determine overall performance, uncover potential issues early, and avoid unexpected churn.
  • Leverage insights across platforms to take quick action and initiate meaningful interactions with every customer.
Use AI to build your next-gen Customer Success team
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Uncover Opportunities to Maximize Your Growth

  • Revenue Digital Assistants™ inform customers and gauge interest in relevant updates, product enhancements, and expansion opportunities.
  • Revenue Digital Assistants™ keep insights-driven conversations going autonomously before handing off to a CSM when a customer's interest is piqued and they’re ready to talk.
  • Make renewals and upsells a breeze with Revenue Digital Assistants™ that facilitate regular strategic account reviews to gauge interest in expansion.
Martindale-Hubbell doubled their upsell revenue YoY
Read The Blog

Harness the Power of Brand Advocates

  • Proactive outreach uncovers customers willing to share their experience with reviews, case studies, and referrals.
  • Delight customers with tailored experiences that keep adoption high, churn low, and gauge interest in expansion.
  • Programatically encourage customers to share their feedback and successes so CSMs don't have to.
Scale your Customer Success operations with Conversica
Download The Data Sheet
The Power of the Platform

Harness The Brain Power of Conversational AI to Build Your Conversica Growth Workforce™

Conversica is the only solution fueled by billions of human interactions spanning over a decade, making our Revenue Digital Assistants™ intelligent enough to deliver prompt, personal, and Powerfully Human™ conversations at scale.

Leverage insights to deliver meaningful conversations, every time
Seamlessly transfer conversations to CSMs when appropriate
Most common use cases, ready out of the box
UPSELL & CROSS-SELL Customers

Drive Customer Interest in Expansion and New Products

Your Revenue Digital Assistant™ for Customer Success can leverage account insights to gauge your customers' interest level in purchasing additional products, services or projects.

Common uses include (1) Cross-sell into different buying centers or customer locations. (2) Facilitate expansion opportunities for accounts approaching their capacity limits.

DRIVE Customer Health

Don’t Start From Scratch, Maintain a Healthy Relationship with Existing Customers

Regularly communicate with customers to ensure engagement and healthy adoption with an open line of communication to highlight account changes, review results, and explore growth.

Common uses include (1) Schedule routine account reviews to report on performance on CSMs behalf. (2) When a specific product usage metric is declining, start a conversation to learn why.

COLLECT Customer Feedback

Keep a Pulse on Your Customers by Collecting Feedback on a Regular Basis

Drive response to customer feedback, reviews, surveys, and more to explore issues and use these insights to build relationships and grow your accounts.

Common uses include (1) Encourage the completion of the semi-annual NPS survey by sending timely reminders and follow-ups. (2) Solicit product or beta feedback from customers and encourage online reviews.

EXPAND Product Usage

Guide Usage Optimization and the Adoption of New Capabilities

Ensure the full value of your products are being utilized by customers and end users by driving adoption of key features, product updates, and planned maintenance notifications.

Common uses include (1) Gauge interest in product announcements through authentic two-way dialogue. (2) Explore customer interest in participating in a beta product.

RENEW Existing Customers

Drive Repeat Purchases or Renew Subscriptions by Facilitating an Easy Renewal Process

Avoid unexpected churn by leveraging a Revenue Digital Assistant™ for Customer Success to uncover potential issues early before they become a barrier to renewal.

Common uses include (1) RDAs kick off the renewal process with the point of contact by verifying information and setting a meeting. (2) Notify your accounts of promotions and discounts to encourage early renewal.

REQUEST Customer Referrals

Reach Out to Brand Advocates Willing to Share Their Experience and Refer New Customers

Whether you are looking to expand within an existing organization or a new one, customer referrals are essential to growth. Continuously mine your satisfied customers for sharable stories and new referrals.

Common uses include (1) Gauge your customers' interest in providing a written or video testimonial. (2) Reach out to see if your customer is interested in sharing their results during a webinar.

ONBOARD New Customers

Start New Customers Off on the Right Foot by Streamlining Their Onboarding Experience

Roll out the red carpet to ensure a smooth onboarding experience for new customers with continued personalized follow-up throughout the entire onboarding process.

Common uses include (1) Check in at every step to offer tips to improve the onboarding experience. (2) Identify missed milestones and drive action to keep the process moving.

Drive Customer Interest in Expansion and New Products

Your Revenue Digital Assistant™ for Customer Success can leverage account insights to gauge your customers' interest level in purchasing additional products, services or projects.

Common uses include (1) Cross-sell into different buying centers or customer locations. (2) Facilitate expansion opportunities for accounts approaching their capacity limits.

Don’t Start From Scratch, Maintain a Healthy Relationship with Existing Customers

Regularly communicate with customers to ensure engagement and healthy adoption with an open line of communication to highlight account changes, review results, and explore growth.

Common uses include (1) Schedule routine account reviews to report on performance on CSMs behalf. (2) When a specific product usage metric is declining, start a conversation to learn why.

Keep a Pulse on Your Customers by Collecting Feedback on a Regular Basis

Drive response to customer feedback, reviews, surveys, and more to explore issues and use these insights to build relationships and grow your accounts.

Common uses include (1) Encourage the completion of the semi-annual NPS survey by sending timely reminders and follow-ups. (2) Solicit product or beta feedback from customers and encourage online reviews.

Guide Usage Optimization and the Adoption of New Capabilities

Ensure the full value of your products are being utilized by customers and end users by driving adoption of key features, product updates, and planned maintenance notifications.

Common uses include (1) Gauge interest in product announcements through authentic two-way dialogue. (2) Explore customer interest in participating in a beta product.

Drive Repeat Purchases or Renew Subscriptions by Facilitating an Easy Renewal Process

Avoid unexpected churn by leveraging a Revenue Digital Assistant™ for Customer Success to uncover potential issues early before they become a barrier to renewal.

Common uses include (1) RDAs kick off the renewal process with the point of contact by verifying information and setting a meeting. (2) Notify your accounts of promotions and discounts to encourage early renewal.

Reach Out to Brand Advocates Willing to Share Their Experience and Refer New Customers

Whether you are looking to expand within an existing organization or a new one, customer referrals are essential to growth. Continuously mine your satisfied customers for sharable stories and new referrals.

Common uses include (1) Gauge your customers' interest in providing a written or video testimonial. (2) Reach out to see if your customer is interested in sharing their results during a webinar.

Start New Customers Off on the Right Foot by Streamlining Their Onboarding Experience

Roll out the red carpet to ensure a smooth onboarding experience for new customers with continued personalized follow-up throughout the entire onboarding process.

Common uses include (1) Check in at every step to offer tips to improve the onboarding experience. (2) Identify missed milestones and drive action to keep the process moving.

Communication Channels
Communication Channels
English
Spanish
French
German
Japanese
Portuguese
Italian
And More

Connect Conversica to the Tools You Already Use

Bring us onto the team. Conversica seamlessly integrates into your existing tech stack to utilize insights and triggers across multiple platforms. See all of our supported integrations.

Learn More
Revenue Digital Assistants™ deliver an exceptional conversational customer success experience at every touchpoint. See it for yourself.
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RESOURCES

Conversica’s Conversational Customer Success Knowledge Base

Take a deep-dive into Conversational Customer Success and explore how you can accelerate your team’s path to success.

Data Sheet
Take Customer Success From Reactive to Proactive

Help your customer success managers proactively deliver personalized two-way conversations at scale to keep customers happy and accounts healthy.

eBook
Customer Success, It’s Your Time to Shine

Scale your strategy for customer retention and growth with Conversational AI that engages, retains, and grows your existing customer base to grow revenue for your team.

Webinar
Using AI to Retain and Grow Customers in a Downturn

Put an AI-powered net retention plan in place to amplify your efforts, enhance personalized engagement, and deliver value to customers — without increasing your headcount!

Report
Augmenting Customer Success with Revenue Digital Assistants™

See how customer success teams benefit from adopting a Growth Workforce™ model to reduce operating costs and accelerate revenue growth.

Start The Conversation — See Your Revenue Digital Assistant™ For Customer Success in Action

Deliver conversational customer success experiences designed to drive revenue and growth for your team. What can our Revenue Digital Assistants™ do for your customer success team today?

Request A Demo