Never compromise on customer experience. Revenue Digital Assistants give your team unlimited capacity for the conversations required to retain and grow your accounts.
Delivers the conversational capacity to give every account the same level of personalized attention from onboarding on
Continous engagement through personalized & meaningful conversations improves engagement and drives loyalty
Offload routine tasks, freeing the team to dedicate more time to strategic planning and growth activities
Keep all customers up to date on expansion opportunities & gauge interest before engaging a rep
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 have over a decade of experience proactively engaging with customers, keeping an open dialog to surface revenue opportunities, drive account health and harness advocates.
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
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.
Cross-sell into different buying centers or locations
Facilitate expansion for accounts approaching capacity limits
Explore customer interest in participating in a beta product
Avoid unexpected churn by starting a conversation early, uncovering issues, and confirming details before they hinder renewal.
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
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.
Encourage participation & following-up on NPS surveys
Solicit product or beta feedback & encourage online reviews
Gauge interest in providing a written or video testimonial
Allows small team to cover 37k customers
With a 34% conversion rate from 10k customers
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