Collateral and Infographics

Marketo Integration

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Data Sheet Xxxxxxx Integrates seamlessly with Marketo Conversica integrates easily with Marketo using published APIs. • Using your criteria and triggers, add leads to a Marketo list you've associated with a Conversica conversation • Leads from that list are automatically sent to Conversica and the conversation begins • Conversica updates conversation status back to the Marketo lead record so you can score, alert or take other action • The full back-and-forth conversation with each lead is available in the Marketo lead record, in Conversica's dashboard, in optional email alerts and in your CRM system. Conversica is also integrated directly to How to set up Conversica with Marketo Your Customer Success Manager will walk you through a few simple steps to connect Conversica with Marketo using Marketo's REST API and to set up fields for the information Conversica will discover, such as best phone number, most recent response and status. Leads are then synced with Conversica through lists in Marketo. When you add a lead to a list, Marketo sends that lead to Conversica to be engaged. The automated assistant engages the lead, gathers information and sends status updates and hot-lead alerts based upon a workflow you set. You can use all the information uncovered from the lead to adjust scores, manage engagement campaigns and send alerts. Subscription and Implementation Like Marketo, Conversica is a cloud-based software-as-a-service application, so no onsite installations or upgrades are required. Implementation can be completed in hours, depending on your requirements. In addition, Conversica can be accessed by any mobile device. Conversica is a subscription service with a variety of tiers to meet your needs. Data Sheet Technology © 2018 Conversica, Inc. All rights reserved. v.042318 AI-driven email conversations allow you to focus your efforts on contacting leads who have an expressed intent to buy. MESSAGES FROM CONVERSICA RESPONSES FROM LEAD Sent Message Dear Roger, I see you downloaded starter edition, and I wanted to thank you for that. I'd like to talk to you about some upgrade options. Are you available to speak during regular business hours? Thanks a bunch, Alex Sunday, 6:36 p.m. Sent Message Dear Roger, Our sales manager, Mike, would like to give you a call. Is 555-555-5555 the best number to reach you during the day? Thanks and have a great day, Alex Sunday, 7:43 p.m. Sent Message Dear Roger, Hi Roger, I just wanted to follow up and make sure Mike was able to help you. Did he contact you? Have a good day, Alex Thursday, 2:15 p.m. Customer Response Hi Alex, I'm in full day meetings Monday and Tuesday but the rest of the week is good. Thanks, Roger Sunday, 7:10 p.m. Customer Response Hi Alex, My cell is 333-333-3333. That's probably better. It's always with me. Thanks, Roger Monday, 8:51 a.m. Customer Response Hi Alex, Yes he did. We spoke yesterday afternoon, and I think we're going to upgrade to the pro edition. Thanks for all your help. Roger Thursday, 5:17 p.m. Alert Sales Representative +1 (888) 778 1004 Conversica is the leader in conversational AI for business and the only provider of AI-driven lead engagement software for marketing and sales organizations. The flagship Conversica® AI Sales Assistant helps companies find and secure customers more quickly and efficiently by automatically contacting, engaging, and following up with leads via natural, multi-channel, two-way conversations.

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