Standard chatbots aren’t meeting enterprise buyers' expectations.
USE CASE

Grow Every Customer Seamlessly

Never compromise on customer experience. Revenue Digital Assistants give your team unlimited capacity for the conversations required to retain and grow your accounts.

Conversica Value

Customer Concierge to Boost Adoption & Promote Growth

Consistency and Scale Icon
Add Consistency & Capacity

Delivers the conversational capacity to give every account the same level of personalized attention from onboarding on

Deepen Relationships with Each Customer

Continous engagement through personalized & meaningful conversations improves engagement and drives loyalty

Shift from Reactive to Proactive

Offload routine tasks, freeing the team to dedicate more time to strategic planning and growth activities

Winback Former Customers Icon
Uncover More Revenue Opportunities

Keep all customers up to date on expansion opportunities & gauge interest before engaging a rep

Personalized Experiences That Drive Growth

Use data & insights from multiple sources to automatically initiate tailored, two-way conversations that uncover and cultivate growth opportunities until the customer is ready to take the next step with a rep.
Personalized Communication that Stands Out Image

Consistent Dialog that Fosters Healthy Adoption

Don’t just reach out at renewal time. Stay in contact from day one, exposing best practices, collecting feedback and optimizing performance.
Conversica Revenue Digital Assistants proactively engage with customers to communicate changes on accounts, initiate renewals, drive customer adoption and so much more

Proactive Outreach to Surface Issues Early

Stay on top of changes in usage, NPS and survey feedback. Address low scores by automatically initiating a conversation to uncover the issue and set time with the rep—or better yet, take advantage of promoters to gather reviews and testimonials.
Conversica Revenue Digital Assistants proactively engage customers with low health scores, low NPS or low adoption to start a dialog to understand the problem and set up time to meet with their CSMs
The Conversica Difference

Trusted To Execute, Adding Critical Capacity to the Team

Consistently engage in two-way conversations with EVERY customer to uncover issues early, drive adoption, streamline renewals, find advocates and gauge interest in expansion.

Conversica: Autonomously Works on Your Behalf

Initiates conversations, collects insights & answers questions, alerting the right rep when the contact is ready

Performs a wide variety of actions & tasks to drive overall account health autonomously and at scale

Uses triggers and insights from your Customer Success platform to automate conversations & drive the best action

Less work than traditional automated sequences with 2x the benefit; RDAs respond and drive a task to completion

Other Solutions: Need Hands-On Management

One-way communication that requires rep to filter through results & identify who is ready to take the next step

Understands only basic message sentiment and passes the lead to a human to determine the next action

Provides a warm body, dependent on rep to collect all required information for the initial meeting

One-way static messages with basic pull fields—increases reach but still dependent on human to take action

Revenue Digital Assistants Trained & Ready to Work Day One

Skills Library

Revenue Digital Assistants have over a decade of experience proactively engaging with customers, keeping an open dialog to surface revenue opportunities, drive account health and harness advocates.

Add instant capacity to your team & enrich each customer experience

Onboard New Customers
Onboard New Customers Hand Shake Icon

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:

Check in at every step to offer tips to improve the onboarding experience

Identify missed milestones and drive action to keep the process moving

Drive Customer Health
Drive Customer Health Icon

Don’t start from scratch; maintain a healthy relationship with existing customers

Regularly engage with all customers, maintaining an open line of communication to highlight account changes, review results, drive adoption and explore growth.

Common Uses:

Schedule account reviews on CSMs’ behalf

Monitor low usage & start a conversation to learn why & schedule a follow-up

Expand Product Usage
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Guide usage optimization and the adoption of new capabilities

Make sure customers and end users take advantage of the full value of your products by driving adoption of key features, product updates, and planned maintenance notifications.

Common Uses:

Gauge interest in product announcements through authentic, two-way dialog

Explore customers’ interest in participating in a beta product

Upsell & Cross-Sell
Cross Sell and Upsell Icon

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:

Cross-sell into different buying centers or customer locations

Facilitate expansion opportunities for accounts approaching their capacity limits

Renew Existing Cutomers
Retouch Leads and Renewals Icon

Drive repeat purchases or renew subscriptions by facilitating an easy renewal process

Avoid unexpected churn. Revenue Digital Assistant for Customer Success connect with customers to uncover potential issues early, before they become a barrier to renewal.

Common Uses:

Kick off the renewal process with the point of contact by verifying information and setting a meeting

Notify your accounts of promotions and discounts to encourage early renewal

Collect Feedback

Keep a pulse on your customers by collecting feedback on a regular basis

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

Common Uses:

Encourage the completion of the semi-annual NPS survey by sending timely reminders and follow-ups

Solicit product or beta feedback from customers and encourage online reviews

Request Referrals

Reach out to brand advocates willing to share their experience and refer new customers

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

Common Uses:

Gauge your customers' interest in providing a written or video testimonial

Reach out to see if your customer is interested in sharing their results during a webinar

Onboard New Customers Hand Shake Icon

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:

Check in at every step to offer tips to improve the onboarding experience

Identify missed milestones and drive action to keep the process moving

Drive Customer Health Icon

Don’t start from scratch; maintain a healthy relationship with existing customers

Regularly engage with all customers, maintaining an open line of communication to highlight account changes, review results, drive adoption and explore growth.

Common Uses:

Schedule account reviews on CSMs’ behalf

Monitor low usage & start a conversation to learn why & schedule a follow-up

Scale icon

Guide usage optimization and the adoption of new capabilities

Make sure customers and end users take advantage of the full value of your products by driving adoption of key features, product updates, and planned maintenance notifications.

Common Uses:

Gauge interest in product announcements through authentic, two-way dialog

Explore customers’ interest in participating in a beta product

Cross Sell and Upsell Icon

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:

Cross-sell into different buying centers or customer locations

Facilitate expansion opportunities for accounts approaching their capacity limits

Retouch Leads and Renewals Icon

Drive repeat purchases or renew subscriptions by facilitating an easy renewal process

Avoid unexpected churn. Revenue Digital Assistant for Customer Success connect with customers to uncover potential issues early, before they become a barrier to renewal.

Common Uses:

Kick off the renewal process with the point of contact by verifying information and setting a meeting

Notify your accounts of promotions and discounts to encourage early renewal

Keep a pulse on your customers by collecting feedback on a regular basis

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

Common Uses:

Encourage the completion of the semi-annual NPS survey by sending timely reminders and follow-ups

Solicit product or beta feedback from customers and encourage online reviews

Reach out to brand advocates willing to share their experience and refer new customers

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

Common Uses:

Gauge your customers' interest in providing a written or video testimonial

Reach out to see if your customer is interested in sharing their results during a webinar

RESOURCES

Tips & Insights for Customer Growth

Ready to See a Revenue Digital Assistant in Action?
Let us show you how Conversica Revenue Digital Assistants can help you retain and grow your existing customers. Get the conversation started with a live demo today.