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

Manage Customer Experience and Health

Give every customer the personalized attention they desire as well as the information and support they didn’t even know they needed.

Conversica Value

Enhance Customer Experience and Unearth Revenue Opportunities

Onboard New Customers Hand Shake Icon
Concierge-Level Service

Ensure customers start with hands-on onboarding, keeping them engaged and on track.

Proactive, Not Reactive

Initiate authentic two-way conversations to drive the desired actions

Monitor Business Reviews

Proactively schedule reviews well in advance of renewal conversations.

Identify Usage Patterns

Watch usage and adoption patterns that might be early signs of churn.

Get all your revenue teams on the same page
Get ahead of churn
Even in rough market conditions

Maintain Open Customer Communication

CSMs need reliable, consistent and proactive team members to keep an open line of communication with customers, offering helpful resources, asking questions and starting conversations to uncover issues early. This is where RDAs come in.
Conversica Revenue Digital Assistants work along side your CSMs taking on the routine and repetitive tasks freeing CSMs to concentrate on the strategic activities

Monitor Customer Health

Conversica constantly monitors key business attributes and usage activity to automatically kick off a personalized two-way conversation that will drive the desired business objective. No need to rely on the CSMs to initiate the conversation, or one way generic emails to try and spur the desired action.
Software company's Drive Health conversation is the top performer for April 2023

Maximize Value and Adoption

Give every customer the tools, tips and tricks they need to get to full adoption and maximize their value
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Winning Conversations:
A Software Company’s Customer Health Success
The Conversica Difference

Automated, Personalized Two-Way Conversations

Unlike Customer Success Platforms, Conversica monitors key business attributes and usage to auto-start personalized two-way conversations that maximize customer’s value.

Conversica: Seamless Customer Experiences

Leverages insights from various sources for hyper-personalized, optimized two-way conversations

Action-oriented alerts with required context for seamless handoff to the account team

Kickstart each customer onboarding with hands-on service to keep them engaged and on track.

Seamless engagement across channels, carrying context and drive toward a desired business outcome

Everyone Else: Old School Approach

General, one-size-fits-most, one way communication

No personalized onboarding concierge

“Old school” scripted outreach causes frustration with users

Need human engagement to add value and qualify interest

REVENUE DIGITAL ASSISTANTS™ ARE TRAINED AND READY FOR CONVERSATION

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.

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 include:

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 include:

Cross-sell into different buying centers or locations

Facilitate expansion for accounts approaching capacity limits

Explore customer interest in participating in a beta product

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 include:

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 include:

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 include:

Cross-sell into different buying centers or locations

Facilitate expansion for accounts approaching capacity limits

Explore customer interest in participating in a beta product

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 include:

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

Pump Up Your Pipeline

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.