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

Renew and Expand Existing Accounts

Revenue Digital Assistants™ engage customers by using account insights to deliver relevant and tailored product recommendations as well as drive renewal conversations.

Conversica Value

Drive Renewal and Revenue Expansion

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Reduce Churn

Proactively initiate renewals on behalf of your account team well in advance of the renewal date.

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Tailor Recommendations

Target the right contacts with personalized conversations that highlight new value.

Spread The Word

Ensure every customer understands how new products and enhancements can benefit them.

OEConnection Retains & Grows
Its Base with Conversica

Drive Renewal Conversations

Reduce churn with RDAs staying on top of the renewal process by requesting account updates and proactively initiating renewals on behalf of your account team well in advance of the renewal date.
Drive renewal with Conversica

Target Customers at Every Stage of The Funnel

Touch every account proactively, uncovering and qualifying all expansion opportunities. Evaluate and qualify customer interest, offer helpful resources and answer any questions the contact may have.
Conversica Revenue Digital Assistant proactively reaches out to customers to gauge interest in expansion

Proactively Uncover Revenue Opportunities

Ensure every account gets the proactive engagement needed to uncover revenue opportunities. Removes the need and risk of having the CSMs conduct this outreach and frees them to focus on strategic growth and customer retention.
Drive Renewal with Conversational AI
Customer Success with Conversational AI
How Conversica works
for Customer Success
The Conversica Difference

Uncover Hidden Revenue Opportunities

Leverage customer deployment, purchase and usage data to segment and target the right contacts with personalized recommendations..

Conversica: Proactively Qualify New Opportunities

With 50+ models, RDAs respond accurately (98%) and find the best next action for customers.

Answer questions naturally and schedule meetings with the appropriate CSM

Leverage insights from various sources for hyper-personalized conversations that drive conversion

Act swiftly on interest, leveraging data to create the most relevant, personalized conversations.

Everyone Else: One-Size-Fits-All

Inconsistent communication is not tailored to the user or account

Hypersegmentation and personalized messaging is time consuming for CSMs

Reactive, not proactive, communication addressing churn

Need to make a list for each segment and then build a segment-specific conversation

Revenue Digital Assistants are an extension of your team.

Skills Library

Dynamically generate a full conversation exchange, determining the next best action and using the insights to ensure every touch point is personalized.

Renew Existing Customers

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

Expand Accounts
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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

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

Activate Icon

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

RESOURCES

Pump Up Your Pipeline

Ready to see a Revenue Digital Assistant in Action?
Let us show you how Conversica Revenue Digital Assistants can help you keep customers and grow them effortlessly. Get the conversation started with a live demo today.