Let’s be real, another tool isn’t going to help your CSMs handle their ballooning account list. They need HELP. Give your team a digital assistant that can monitor & engage accounts, uncover critical data, and set up meetings.
Remove the routine and tedious tasks & focus on high-value, meaningful & proactive engagement
Consistently engage every customer in meaningful conversations at the right time with the right insights
Open line of communication to address issues early before they affect retention & initiate growth discussions
Don’t just wait for renewals: continuously encourage product adoption, share best practices & gauge interest in expansion
Revenue Digital Assistants:
Revenue Digital Assistants are Experts in:
Targeting At-Risk Accounts Before Missed Renewals
Kicking Off and Managing Renewal Conversations
Scheduling Reviews on a Predefined Cadence
Acting as an Onboarding Concierge
Tailoring Product Announcements
Expanding Product Usage
Winning Back Former Customers
Encouraging Online Reviews
Scaling Two-Way Engagement to all Accounts
Autonomously Initiating & Executing Tasks
Continuously Monitoring & Initiating Outreach
Insightful & Relevant Dialog
You need an assistant that executes tasks on your team's behalf, freeing up time to focus on building strategic relationships and taking a proactive approach with key accounts.
Conversica: An Assistant Who Executes and Collaborates
Smart enough to construct the most relevant exchanges and deliver them at the right time, across any channel
Does more than check interest: cultivates and qualifies opportunities on your behalf
Uses data & insights from to automatically trigger outreach with the goal of having a dialog and driving action
Simple to set up: no need to build & maintain complex cadences, just define variables & set up a contact list
Other Solutions: Tool to be Managed with Limited Efficiencies
Leans on humans to respond to anything out of the ordinary, derailing the conversation
Reacts to the initial engagement with a predefined response and then abandons the exchange
Don’t integrate with CS tools so humans must monitor and trigger actions
Significant time investment (more than your nurture campaigns) for each conversation you deploy
Allows small team to cover 37k customers
This car dealership uses RDAs to book service appointments.
With a 34% conversion rate from 10k customers
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.