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

Request Customer Feedback

Find happy customers and connect them with the resources they need to share their story externally, creating a feedback loop that drives new business.

Conversica Value

A Social Proof Strategy That Scales

Multi-Channel Engagement

Use email and SMS to meet customers where they are and move between channels while retaining the context.

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Insights From Many Sources

Use your data to segment, tailor and personalize exchanges for engagement that drives conversion.

Proactive and Autonomous

Answers questions in the flow of the conversation and schedules meetings with the right rep, handing off all the relevant context.

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Multi-Model Approach

50+ intent models help Conversica understand complex responses, answer questions and determine the next best action with 98% accuracy.

Conversation Automation is a key aspect of your Customer Success strategy
Customer Success Strategy 101:
Conversation Automation

Turn Happy Customers in Advocates, at Scale

Proactively identify clients' interest in submitting an online review, becoming a reference or doing a case study. Revenue Digital Assistants™ will continually monitor key performance metrics, and once a client meets the predefined threshold, reach out to contacts and explore their interest in sharing their experiences.

Act Quickly to Capitalize on NPS Success

Proactively reach out to clients based on their NPS score. If they are a detractor, the assistant will investigate the cause, set up a meeting and share the insights to rectify issues early. If they are a promoter, the RDA can quickly assess interest in sharing their story publicly and connect them with the right resource and team member.

Tap the Insights of Betas and Trials

Use an RDA to collect feedback from beta or trial customers, uncovering critical feedback, at scale, to help you assess and improve your product.
Customer Success with Conversational AI
The Conversation Index
Benchmarking Success in Conversational AI
The Conversica Difference

A Customer Feedback Loop That Drives Itself

Conversica utilizes key business triggers like health score, NPS score or performance metrics to automatically reach out, confirm satisfaction and quickly assess interest in being a case study or reference.

Conversica: Works Autonomously on Your Behalf

Uses triggers & insights from your tech stack to automatically capitalize on happy customers

Initiates conversations, collects insights & answers questions, alerting the right rep when the contact is ready

Less work than traditional automated sequences with 2x the benefit; RDAs respond and drive a task to completion

Addresses common questions as part of the natural flow of conversation

Customer Success Platforms: Need Hands-On Management

Relies on CSMs to initiate a conversation or send one-way, generic emails in an attempt to spur 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

Stiff communication leads to a disappointing customer experience

REVENUE DIGITAL ASSISTANTS™ ARE TRAINED AND READY FOR CONVERSATION

Skills Library

Conversica Revenue Digital Assistants are your feet on the street, constantly monitoring and working to build your bench of advocates through personalized, two-way conversations.

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

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

Tips and Insights for Post-Sale Growth

Ready to see a Revenue Digital Assistant in Action?
Let us show you how Conversica Revenue Digital Assistants can drive your customer feedback loop and boost your social proof. Get the conversation started with a live demo today.