Conversica named a Leader in The Forrester Wave™: Conversation Automation Solutions for B2B, Q1 2024
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Platform > Integrations

Data Powers Personalization -
Conversational AI Integration for Easy Access

A digital team member needs access to the same data & insights that the team has to have the most relevant & timely conversations. It all starts with integrations

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Why Integrations Matter

Equal Access to Data for Human and AI Team Members

Data & insights from many sources

Automatically trigger engagement & followup

Use to segment & personalize

Conversica fits easily into any stack with 50+ native integrations & a robust API, allowing for two-way sharing of insights and seamless handoffs

Single native integration and a system of record limiting the insights that can be shared and collected

Conversica is a genius help for sales and marketing teams! Having Salesforce integrated into this product increases information flow efficiency.
Alejandra Garcia - Salesforce AppExchange Review

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The Power of Integrations

Amplify the Value of Existing Investments

Our robust conversational ai integration & data enrichment strategy empowers RDAs to deliver meaningful engagements and collect insights to facilitate seamless handoffs.

Integrate With the Tools You Use

With 50+ out-of-the-box integrations and the Conversica API it makes it easy to fit seamlessly into your business workflows and processes.
  • Native integrations with popular CRM, MAP, CSP, and ABM platforms makes fitting into your tech stack a snap
  • Leverage insights from multiple sources so RDAs can dynamically generate relevant & personalized exchanges
  • Automatically trigger an RDA to take action based on a business trigger from an integrated system
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Conversica Integrates with over 50 applications

Personalized Conversations Powered by Insights

Conversica RDAs synthesize insights & data from many sources to enrich personalization and enhance segmentation.
  • Use what you know about a contact and account to segment and personalize each interaction
  • Leverage more than pull fields—use activities, interaction and interest to inform exchanges and actions
  • Data gathered or confirmed in the course of a conversation is updated in the system of record
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Conversica pulls data and insights from CRM, Marketing Automation, AMB Platform and Customer Success Platforms to segment and personalize every conversation

Full Context for Seamless Handoff

Keep the momentum with hot leads by making it easy for the rep to pick up exactly where the RDAs left off, providing context & key information in the system they use most.
  • Feed conversation history, timeline data, follow-up actions and update data in the system of record
  • Actionable and timely alerts via email or SMS give context so a rep can keep the conversation going
  • RDAs follow up after the handoff to ensure nothing slips through the cracks
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Conversica Integrates Seamlessly within Salesforce offering reps a clear view of actions and conversation details
Explore all our out-of-the-box integrations
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The Conversica Difference

Pass Data & Insights Easily

A digital team member needs access to the same information and insights as the rest of your team. It starts with integration into existing systems and business processes.

Conversica: Multiple Sources & Full Context

Pulls data & insights from many sources, creating context for the RDA to take the best action & personalize each exchange

Collects, confirms and updates data in the system of record, keeping the database clean and current

Data enrichment integrations supplement data used by the RDA to segment & further tailor each exchange

Over 50 native integration and a robust Converisca API allow easy integration into any environment

Other Solutions: Limited Sharing, Limited Value

Single integration requiring additional work to route all data needed through a single system

With limited intent models, most solutions fail to confirm or collect information during a conversation

Requiring all data to flow through a single system increases the setup time and reduces data accuracy and timeliness

Specialized in a handful of integrations, limiting the overall value of the solution in a complex environment

Salesforce Integration
How Conversica Works With Salesforce
Our native integration with Salesforce Sales Cloud makes it easy to scale your engagements with prospects and customers.
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Conversica’s AI Platform Capabilities
Explore Conversica’s Many Integrations
With over 50 native integrations and a robust API, Conversica fits seamlessly into your stack and takes advantage of all the insights.
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Identify a Variety of Intents
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We go beyond recongnition of positive or negative responses, our RDAs understand a wide variety of intents & responding accordingly.
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CRM Integrations
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Initiate an RDA automatically based on contact list, business trigger or workflow.
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Marketing Automation Platform
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Use MAP list to trigger an RDA action or key off an RDA status to continue to nurture
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Customer Success Platform
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Use standard triggers to automatically initiate customer outreach and action.
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ABM Platform
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Leverage account insights to segment and target the right accounts at the right time
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Identify a Variety of Intents
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We go beyond recongnition of positive or negative responses, our RDAs understand a wide variety of intents & responding accordingly.

Conversica has over 50 intent models that deliver a 98% accuracy

Conversica Conversational AI Platform leverage over 50 intent models optimized to understand a variety of intents
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CRM Integrations
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Initiate an RDA automatically based on contact list, business trigger or workflow.

See the details of the RDA’s conversations within the CRM

Conversica seamlessly integrates into Salesforce offering reps a view of all the activities inside the tool they use most
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Marketing Automation Platform
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Use MAP list to trigger an RDA action or key off an RDA status to continue to nurture

Fits into a lead management process

Conversica integrates seamlessly with Marketo
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Customer Success Platform
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Use standard triggers to automatically initiate customer outreach and action.

Leverage health score and contract data in personalized outreach

How data flows between Conversica and Gainsight
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ABM Platform
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Leverage account insights to segment and target the right accounts at the right time

Enrich each exchange with account and buyer insights

ABM conversation customized with advanced variables not found in standard conversations

Conversica has over 50 intent models that deliver a 98% accuracy

Conversica Conversational AI Platform leverage over 50 intent models optimized to understand a variety of intents

See the details of the RDA’s conversations within the CRM

Conversica seamlessly integrates into Salesforce offering reps a view of all the activities inside the tool they use most

Fits into a lead management process

Conversica integrates seamlessly with Marketo

Leverage health score and contract data in personalized outreach

How data flows between Conversica and Gainsight

Enrich each exchange with account and buyer insights

ABM conversation customized with advanced variables not found in standard conversations
Browse all the out-of-the-box integration options your RDA can leverage.
More Features

Explore Other Capabilities

Discover all the pieces that make our platform the most advanced in the industry.

Conversational AI Platform

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Omni Channel Multi-Language

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Conversation Management

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Natural Language Processing

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