Close CRM vs. Conversica

Close is my #1 choice for sales teams, both inbound and outbound. The telephony features in Close are exceptional and they lead the Industry in features and innovation. The power dialer increases productivity by cutting down the manual time of physically dialing calls. All calls and interactions including SMS messages are automatically logged to the client's account within the CRM.

Incentivized

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

• You can search for prospects by your activity & notes.
• It helps automate the follow up process.
• It ties cold emailing into a powerful CRM all in one portal.

Incentivized

• 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

• Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!

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

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.

Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.

Incentivized

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

Close's support team offers a really good service, they are always willing to help with whatever is needed or arises, they investigate everything they need to find a solution and give an answer as quickly as possible, their attitude is better and their optimism really helps in times of stress, they do a great job in record time.

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

For a specific sales team, Close performs better sales tracking and email and SMS management, with a fresh and modern interface, making the team's work more comfortable, with a holistic (but not complete) tracking and reporting of the data. Helping to improve the performance of each agent and obtain better results. For all other campaigns we use the predictive dialers mentioned above, Close is better for tracking current customers and for warm leads.

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

• Has allowed us to have full visibility into our pipeline
• Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature

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