Give every customer the personalized attention they desire as well as the information and support they didn’t even know they needed.
Ensure customers start with hands-on onboarding, keeping them engaged and on track.
Initiate authentic two-way conversations to drive the desired actions
Proactively schedule reviews well in advance of renewal conversations.
Watch usage and adoption patterns that might be early signs of churn.
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 have over a decade of experience proactively engaging with customers, keeping an open dialog to surface revenue opportunities, drive account health and harness advocates.
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
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.
Cross-sell into different buying centers or locations
Facilitate expansion for accounts approaching capacity limits
Explore customer interest in participating in a beta product
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.
Encourage participation & following-up on NPS surveys
Solicit product or beta feedback & encourage online reviews
Gauge interest in providing a written or video testimonial
Allows small team to cover 37k customers
This car dealership uses RDAs to book service appointments.
The 2024 Conversational AI Agent Performance Index benchmarks the performance of AI-powered conversations for revenue use cases, with detailed insights and trends for engagement and conversions.
Revenue leaders continue to face mounting financial pressures and changing buyer habits. Staying ahead requires an innovative approach that transforms funnel productivity by delivering a personalized dynamic experience.
Considering Conversational AI vendors? Make sure you ask the right questions to find a solution you can trust to interact with customers.