Conversica named a Leader in The Forrester Wave™: Conversation Automation Solutions for B2B, Q1 2024
USE CASE

Improve Quality of Leads Passed to Sales

Use AI-powered, two-way conversations for lead qualification by confirming interest, validating fit, and even scheduling meetings on behalf of Sales.

Conversica Value

Efficiently Pre-Qualify Leads with AI-Powered Conversations

Collect Key Info for Sales

Ask questions that help route, disqualify, or gather insights for a productive first call

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Confirm When Lead is Ready

Take the burden off Sales to find out if the lead is a good fit and ready for next steps.

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Fool-Proof Your Sales Cycle

Not only does Conversica schedule meetings, it follows up to confirm leads connect with the reps.

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Eliminate Missed Opportunities

If polite persistence fails, Conversica reaches back out based on a predefined timeframe to try again.

Build pipeline with revenue-hunting digital assistants
Accelerate Lead Conversions
With Conversational AI

A Lead Scoring Model That Truly Helps Sales

Using insights from multiple sources, your AI-assistant delivers hyper-personalized two-way conversations designed to qualify leads and drive conversion. It asks questions and provides relevant information as it conversationally nurtures your leads with increased speed and consistency. This AI conversation improvement takes the burden off Sales, so they don’t get involved until leads are ready.

Active and Contextual Handoffs to the Right Rep

After your Revenue Digital Assistant™ gathers key insights for lead qualification, it uses Rep Assignment Rules to identify the best rep to schedule a meeting with. These customized rules enable you to route leads based on specific circumstances or Sales structure – like regions, verticals, or other business rules. Plus, the rep is notified of what their next action is and they receive full context of the exchange, so the lead has a seamless transition to Sales.

Schedule Meetings and Proactively Follow Up

Your Revenue Digital Assistant acts fast and removes tedious admin work. It confirms contact information, schedules meetings directly in the assigned rep’s calendar, and follows up a few days later to ensure the lead connected with Sales. If a lead responds that they did not connect, the AI-assistant escalates to fix the issue. And if they ghost? Conversica is polite but persistent, using a variety of tactics to reconnect.
5 Ways to Leverage AI
Straight from a Conversica Sales Rep
The Conversica Difference

Have Conversica Pre-Qualify Leads, So Sales Can Focus On Closing

See your MQL-to-SQL rate double with automated lead qualification, ensuring they’re always worked quickly and effectively – no Sales intervention required.

Conversica: AI-Powered Conversations That Improve Your Lead Conversion Rate

Conversica answers common questions, captures key data, and collects valuable insights to efficiently nurture leads.

Revenue Digital Assistants™ confirms contact details and schedules the meeting with the right rep.

With Rep Assignment Rules, customize how Conversica routes the lead based on region, vertical, etc.

Reps receive action-based alerts with the necessary context to pick up where the AI-assistant left off.

Everyone Else: Traditional Lead Management Equals Frustrated Sales

Follow up is slow and lacks context of previous engagement, resulting in a poor experience.

Leads are scored and handed off to Sales when they hit a threshold, just to be overlooked or underworked.

Without defined and automated rep assignment, leads can go to the wrong rep or slip through the cracks.

Reps have to re-qualify leads, wasting everyone’s time and causing friction in the funnel.

Revenue Digital Assistants™ Are Trained And Ready For Conversation

Skills Library

Conversica uses the power of human-like conversations to confirm interest, validate fit, collect key insights and schedule the initial meeting, all before engaging a sales rep.

Qualify Prospects
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Immediately Engage Each Lead in a Productive Conversation to Validate Interest & Confirm Fit

The first point of contact to engage prospects who submit a demo request or contact us form, or leads who reach a threshold and become Marketing Qualified Leads.

Common Uses:

Conversationally qualify prospects with questions to confirm fit and then route appropriately

RDAs collect and confirm the correct information from leads for follow-up

Reactivate Interest
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Don't Let Leads or Opps Go Cold, Re-ignite & Captivate with Relevant Two-way Dialog

Use what you know about a lead to construct a tailored and helpful conversation to warm a lead back up, no matter where they were in the funnel; early interest to open opps.

Common Uses:

Programmatically engage any MQL that went silent

Segment leads based on their last action & provide them with a new, highly relevant asset

Provide personalized offers based on historical activities

Winback Former Customers
Winback Former Customers Icon

Keep the Dialog Open with Customers, Exposing New Value & Gauging Interest to Return

Restart the conversation with former customers by highlighting new product advancements & customer successes to demonstrate value unique to that account.

Common Uses:

Directly address the reason a customer left with a personalized outreach featuring recent successes & features

Target accounts with tailored offers & promotions to incentivize customer return

Activate Icon

Immediately Engage Each Lead in a Productive Conversation to Validate Interest & Confirm Fit

The first point of contact to engage prospects who submit a demo request or contact us form, or leads who reach a threshold and become Marketing Qualified Leads.

Common Uses:

Conversationally qualify prospects with questions to confirm fit and then route appropriately

RDAs collect and confirm the correct information from leads for follow-up

Reactivate Dormant Demand Icon

Don't Let Leads or Opps Go Cold, Re-ignite & Captivate with Relevant Two-way Dialog

Use what you know about a lead to construct a tailored and helpful conversation to warm a lead back up, no matter where they were in the funnel; early interest to open opps.

Common Uses:

Programmatically engage any MQL that went silent

Segment leads based on their last action & provide them with a new, highly relevant asset

Provide personalized offers based on historical activities

Winback Former Customers Icon

Keep the Dialog Open with Customers, Exposing New Value & Gauging Interest to Return

Restart the conversation with former customers by highlighting new product advancements & customer successes to demonstrate value unique to that account.

Common Uses:

Directly address the reason a customer left with a personalized outreach featuring recent successes & features

Target accounts with tailored offers & promotions to incentivize customer return

RESOURCES

Improve Your Lead Qualification Process

Ready to see a Revenue Digital Assistant in Action?
Let us show you how Conversica Revenue Digital Assistants can deliver higher quality pipeline faster than you ever imagined. Get the conversation started with a live demo today.