Conversica is a leading provider of AI-powered sales and marketing automation software. 

Picture this: an unstoppable force working behind the scenes, revolutionizing the way businesses automate their sales and marketing processes. At Conversica, we've harnessed the remarkable capabilities of AI-powered Sales Assistant to not only assist our clients but also supercharge our own sales and marketing efforts. Want to know how our cutting-edge and powerfully human assistant transformed our own game?

With our Sales Assistants, Rachel Brooks and Cameron Andrews,, leading the charge, we've embarked on a journey to streamline our own sales and marketing processes, liberating precious time for our sales team to engage in high-value activities. This is where the magic happens—our not-so-secret, secret weapon, if you will.

Currently for our efforts we use the Engage, Activate, Winback, and Accelerate Skills. We are also experimenting with utilizing customized CRM fields to create a more cold outreach conversation to drive engagement with research from the SDR team.

Engage: Ignite Conversations, Nurture Relationships

Imagine a tireless ally who follows up with leads that have shown interest. Our assistant, Cameron,  effortlessly engages with these leads, answering their questions, providing crucial information, and even scheduling and qualifying them. This allows our sales team to focus on the most promising leads while our Cameron handles the crucial initial outreach.

Activate: Unleash the Second Wave, Secure that Meeting
Sometimes, the bizarre (and admittedly frustrating) happens, a prospect that may have requested to be contacted, goes ghost. That's when Rachel  comes in to the rescue with Activate, the ultimate weapon in our arsenal to secure that much-coveted meeting/demo. It swoops in as the second attempt, targeting prospects who may have slipped away or become marketing qualified leads. Activate is designed to bring prospects back into the fold, ensuring no opportunity goes to waste. 

Our team members use this skill after exhausting all their efforts to re-connect with the prospect or they complete a conversation sequence with no response. Our team does not let go without a fight!

Winback: Resurrecting Lost Opportunities, A Second Chance at Success

We believe in second chances, especially when it comes to closed lost opportunities. Our assistant, Rachel, fearlessly reaches out to those prospects who were once actively engaged in a sales cycle but slipped through our fingers. With a blend of persistence and finesse, our she dives into powerful conversations, reminding these prospects of the value we bring to the table. It's a chance to reignite their interest and pave the way for a triumphant comeback! 

Our team will use this skill to reach out to closed lost customers that are from 90 days ago or more. We want this conversation to directly approach the prospect and find out why to lead to a more powerful and insightful conversation

Accelerate: Reigniting Fading Leads

Deals that go dark after the initial meeting are a common frustration for any sales team. But fear not, because we've got Accelerate—the beacon of light in the darkness. This skill comes to the rescue when the first meeting is a no-show or when communication falls silent for weeks. Moreover, it's a lifeline for those later-stage deals that seem to have lost their spark. The ever persistent Rachelt swoops in, armed with a Value Summary, ready to reignite the flame and steer those deals towards success!

Our team utilizes this mainly for when the 1st Meeting is a no show or drops communication within 2 weeks following the 1st meeting date. In addition, this is beneficial for later stage deals that went dark after the 1st meeting and a Value Summary has been shared. 

Constantly Innovating: Embracing Curiosity, Crafting Tailored Conversations

Here at Conversica, we thrive on curiosity and innovation and we never settle for the status quo. That's why we continuously experiment with new use cases, exploring the endless possibilities our assistants brings to the table. We’ve deployed our Convert Trials skill to target top focus accounts which is increasing our knowledge on best practices. We also have started exploring using specific CRM fields for the sales team to have the ability for further personalization fields in conversations.

The continuous curiosity allows us to adapt and fine-tune conversation elements, ensuring we deliver exceptional results for our clients. We can’t wait to share more about our discoveries with our skills! We always appreciate feedback and insights from you gained along the way, making us our own best customer.

Overall, by harnessing the immense potential of our own RDA for Sales, Conversica has witnessed a metamorphosis in our own sales and marketing processes. We've elevated our efficiency, achieved outstanding results, and discovered new frontiers to enhance our customers' experiences. It's a thrilling journey that never ceases to amaze us with the endless possibilities of utilizing generative AI in enterprise.

We’d love to hear about any strategies your sales team employs with AI. How has your day to day changed by incorporating a digital assistant into your sales and marketing processes?