Conversica vs. Customer.io

Conversica is a good platform for us when used post event. It takes the Inside sales work out of following up on cold or potentially non-responsive leads and still allows us to create touchpoints with the leads. It has also worked fairly well as a follow up for media downloads on our site to gain additional interest or segmentation variables.

Incentivized

This tool is well-suited for companies looking to run email marketing campaigns or send out newsletters regularly to their users/customers. The workflow setup is especially useful for companies who want to send specific emails based on user behavior - i.e. they've not logged in recently, have bought a specific product, haven't opened any emails, etc. This could also be useful for freelancers like me since you can create different workspaces within Customer.io. I have configured it this way to handle email marketing for a few of my clients, and the software keeps everything organized and separate. This might not be the best tool for small businesses, considering the price. It may be better to start out with a cheaper email marketing tool, and then if/when necessary, scale-up with a tool like Customer.io.

• Conversation paths are realistic and drive action from the recipient despite being AI-driven.
• Easy interface for sales reps to find, engage and convert leads who respond to the AI.
• Granular and customizable reporting tools built-in help us identify ROI and areas for improvement, and are easy to speak up to Executive level reporting.

Incentivized

• Ease of use, a good tool for non programmers, or not so tech savvy people.
• Great support, willing to help a lot, by chat, calls, or screen sharing.
• Fast updates, it's a newer tool, but they are coming with fixes and updates fast.

Incentivized

• We would love more options for conversation types. Our organization has so many different things that we offer, we sometimes don't find how what we are trying to offer would fit into a current conversation.
• We would like to be able to customize the text on the templates a bit more so it was more relevant to our readers.
• We would love for Conversica to remember conversations from each individual so that if they are engaged again in a future conversation it will already have a profile for that individual which will help to create a more personal touch and could assist with replying to certain requests themselves verse assigning a sales person to reply.

Incentivized

• I may be missing it in the UI, but a place to see the list of emails who qualify for a certain email.
• One easy to view chart of all our automated/lifecycle emails to see what a given user would see over their customer journey. (This is really just a feature request/idea - the product itself is really awesome.)

Incentivized

Tool is extremely powerful but comes with a heavy price tag. As long as we close more than 30 deals with year with Conversica's assistance it will be an easy choice to renew. If we don't we will have to figure out if these funds are best spent in other lead generation places.

Standalone, it's very easy to use. It becomes a little more complicated when you're working with it as an integration in Salesforce.

Incentivized

It is really difficult to leverage all the neat features without a developer. I actually think the base software could be really great for a small business if the price is right, but there are so many things you *can* do but have to know how to do them or have access to your website and the ability to code.

Incentivized

Our CSM is great and always willing to help us try new ideas. She's always aware of what's happening on our account and will point out anything abnormal. She's also constantly looking at ensuring that we're making the most of everything that Conversica has to offer. Even though they're out of my time zone, they accommodate it meaning that I don't have to work out of hours to get support.

Incentivized

It takes a minute to get set up, but once you're good it doesn't take a ton of effort. I'd say we took 4-6 weeks to get lists built, people trained, things installed and the rest of the setup. Not the easiest thing, but far from the hardest software that I've ever installed that sits in Salesforce.

Incentivized

Conversica outdoes the competition when it comes to auto drip campaigns - while two of the above products are mainly used for mass emailing, both Sendinblue and Velocify have automatic feature suites that simply do not have the customization and ease of use that makes Conversica such an outstanding product.

Incentivized

We used Autopilot in the past. It worked well but the integration wasn't very good, considering they only used cookies. We have a very complex system right now to be able to track every customer, and it was expensive but worth it. Autopilot worked very well when we were starting, but then it didn't track purchases, it wasn't easy to change a customer attribute, and so on (this was a few years ago, probably they have improved a lot). It was more visual and better to create huge workflows. . Mailchimp was the first program we used. It's very basic but good at what it does: sending a newsletter to your small database. It has integrated very well with other services and we haven't used in a lot of time, but certainly was grown a lot so it must be doing things fine. I also tried Active Campaign but it was almost the same as Autopilot.

Incentivized

• Increases the productivity of sales because they are spending their time working other leads.
• Increase productivitiy of marketing because instead of running leads/customers through various marketing nurture campaigns etc, you can allow Conversica to do some of that work.
• Increases the chances of surfacing opportunities in various low-level leads, lost opportunities and converting them to potential sales.

Incentivized

• Helped increase our new user engagement with our cloud-based software
• Helped our sales team identify clients who had dropped off and stopped interacting with our software
• Helped our sales and customer service team track which clients were completing their full registration process
• Helped our marketing, sales, and customer service team identify key features and messaging with A/B testing for different campaigns

Incentivized