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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

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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

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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.
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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

Manage Customer Health

Start Off on the Right Foot and Maintain a Healthy Relationship with Every Customer

Provide an onboarding concierge to facilitate the process & provide best practices. Regularly engage & maintain an open line of communication with all customers, highlighting account changes, reviewing results, driving adoption & exploring growth.

Common Uses:

Checking in during onboarding to offer tips to improve the experience

Scheduling account reviews on CSMs' behalf

When usage is declining, start a conversation to learn why

Expand Accounts

Drive Interest in New Products & Expansions, and Guide the Adoption of New Capabilities

Maximize the product's value by promoting the adoption of essential features and fostering optimization. Utilize insights to tailor announcements, assess interest for expansion, or explore opportunities to acquire additional products, services, or projects.

Common Uses:

Cross-sell into different buying centers or locations

Facilitate expansion for accounts approaching capacity limits

Explore customer interest in participating in a beta product

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

Avoid unexpected churn by starting a conversation early, uncovering issues, and confirming details before they hinder 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

Request Feedback

Keep a Pulse on Customers & Find Advocates by Collecting Feedback on a Regular Basis

Solicit feedback on customer activities & take action on the results, product usage, and surveys, setting meetings to explore issues or encourage reviews from promoters. Continuously mine satisfied customers for shareable stories and new referrals.

Common Uses:

Encourage participation & following-up on NPS surveys

Solicit product or beta feedback & encourage online reviews

Gauge interest in providing a written or video testimonial

Start Off on the Right Foot and Maintain a Healthy Relationship with Every Customer

Provide an onboarding concierge to facilitate the process & provide best practices. Regularly engage & maintain an open line of communication with all customers, highlighting account changes, reviewing results, driving adoption & exploring growth.

Common Uses:

Checking in during onboarding to offer tips to improve the experience

Scheduling account reviews on CSMs' behalf

When usage is declining, start a conversation to learn why

Drive Interest in New Products & Expansions, and Guide the Adoption of New Capabilities

Maximize the product's value by promoting the adoption of essential features and fostering optimization. Utilize insights to tailor announcements, assess interest for expansion, or explore opportunities to acquire additional products, services, or projects.

Common Uses:

Cross-sell into different buying centers or locations

Facilitate expansion for accounts approaching capacity limits

Explore customer interest in participating in a beta product

Retouch Leads and Renewals Icon

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

Avoid unexpected churn by starting a conversation early, uncovering issues, and confirming details before they hinder 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 Customers & Find Advocates by Collecting Feedback on a Regular Basis

Solicit feedback on customer activities & take action on the results, product usage, and surveys, setting meetings to explore issues or encourage reviews from promoters. Continuously mine satisfied customers for shareable stories and new referrals.

Common Uses:

Encourage participation & following-up on NPS surveys

Solicit product or beta feedback & encourage online reviews

Gauge interest in providing a written or video testimonial

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.