Balto vs. Invoca

New agents are given Balto and are able to take calls successfully from day one. They take incoming calls and Balto listens to both sides of the conversation and when things are said it will prompt the agent to move forward in different ways. It also will prompt if agents are speaking too much or if the agent isn't listening and asking the same question it will prompt them.

Incentivized

We are able to reduce non-sales calls by being able to attribute [the source of incoming calls]. But it needs patience and a long time to get the benefits of its AI capabilities. So RoI could be a longer run. It is expensive if we needed a simple call tracking solution only.

Incentivized

• Hears and prompts the agent when key points are mentioned.
• Helps us celebrate our successes.
• Helps our new hires become successful right away.
• Provides an interactive roadmap that changes based off the current call.

Incentivized

• From an accounting perspective, Invoca makes it easy for us to determine where our call revenue is coming from and what call type generated the paid call.
• Their dashboard is very user-friendly. I like how you can see everything from the top level and see total call volume, commission paid, and conversion rate. But you can easily drill down into each campaign level too.
• Lastly, you can easily create call campaigns and create individual phone numbers. I especially like how we're able to create a ring pool that allows us to track exactly where the call is coming from, and it's not difficult to setup.

Incentivized

• If we jump over a bullet point it sometimes does not go back to an unlight question when we do.
• If we get a transfer from a fellow agent it doesn't show the correct verbiage to use.
• It takes a little too long to go from OB verbiage to IB verbiage.

Incentivized

• Learning Invoca can be a bit of a challenge, as many items are hidden in various views.
• It does lack the ability to speak with 3rd party software with Zapier
• In certain ways, too much functionality for basic campaign setup.
• They do not try to take a business development role with their users to help them grow their business.

Incentivized

Invoca's client success team is great to work with, which is a nice value proposition for their business (many SaaS providers struggle with this). Their support team is very talented and fully capable of addressing the vast majority of questions that they receive. I haven't encountered any negative experiences when requesting assistance.

Incentivized

We used Convirza for a long time and had a pathetic experience as we were paying a high price for nothing special. Convirza was not so good in call tracking and had fewer features as compared to Invoca, and Invoca’s price is also amazing. It has all the essential features that we were looking for, like call scheduling and call recording, that are essential for marketing campaigns too. Its reporting dashboard is our least favorite thing about it.

Incentivized

• This question is above my pay scale.

Incentivized

• It is really useful to set a price you will pay for inbound calls, and let Invoca manage that tracking system.
• We were able to run campaigns that could not have run otherwise because we had the call tracking for those calls.

Incentivized