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Plan it. Say it. Win it. ConversayIT

Surpass expectations of your clients with smart sales scripts

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What is ConversayIT?

ConversayIT is an enhancement for Salesforce® CRM system that provides users with adjustable custom phone conversation scripts. ConversayiIT allows to track each customer`s answer, to determine at what conversation stage the company is losing customers and deals, to decide on how efficient the calls are to raise the effectiveness of sales department workflow and quality of provided services.


  • Create own unique scripts

    Design conversation scripts to increase the number of closed deals
  • Enhance scripts and manage versions

    You are able to track conversations’ history and success statistics
  • Easy onboarding of new employees

    Take advantage of prebuilt scenarios to speak with customers like a Pro from the first working day
  • Improve your sales techniques and strategy

    Identify your customer needs and improve the sales process with calls’ records
  • Align phone sales to company standards

    Let your sales team use the latest scripts designed in accordance with your company’s policies

Watch and find Conversayit's tools and features


  • Speed up the sales process

    Use personalized sales scripts to win more deals and support questions

  • A tree-like visualization editor

    Configure conversation structure by adding additional branches

  • Real-time analytics

    Monitor conversations in real-time, determine at what stage you are losing customers, gather analytics from detailed reporting

  • Easy customization

    Clone, copy, personalize your script with images, activate a script version to confirm it is ready to use, deactivate obsolete versions

  • Enhanced customer experience

    Track any Clients’ answers on their opportunities, all chosen answers will be automatically filled in the appropriate Opportunity record

Reviews about our product

Julia Gaidalenok

Project Manager, JET BI

If your company is engaged in sales or your employees use scripts to communicate with customers, leads then you need to take a break from your work and go through ConversayIT to get more clarity about how they are helping their customers and what problems they are solving. What I love about ConversayIT is that it guides you step-by-step and allows you to view the entire call history without having to re-listen to the call. ConversayIT gives a greater confidence that your employee's efforts will lead to success.

Implementation Plan Overview

Project duration 2 weeks

  • 1

    Package installation

    The first step provides an analysis of workflows and existing systems.

  • 2

    Configuration of the Profiles

    Includes configuration up to 5 profiles.

  • 3

    Consultation about configuration pitches, setting them

    Up to 5 pitches (no more than 100 units each).

  • 4

    Reports configuration

    Includes up to 2 reports with the information about pitches.

  • 5

    Optional Customizing

    Creating the custom fields, custom labels, WF configuration regarding email notifications.

  • 6

    User training

    Includes users' training, learning the product, and demonstrating its capabilities.

  • 7

    Deployment to Prod

    The last step of product implementation includes deployment and presentation of the final result.

  • 8

    Support and maintenance

    Further maintenance and meeting all the requests.

Get your app in 2 weeks!
10 years expertise
More than 10 years of expertise in Salesforce® implementations, custom development and product development on the Salesforce platform™ (APEX, Visualforce, Salesforce1, Lightning)
Efficient project management
We use the highest corporate security standards including infrastructure, background checks, information security, and intellectual property handling. We also sign NDAs
Quick ramp-up
Every project is coached by one of the co-founders, businessmen with deep technical experience
Industry expertise
We work both with numerous solutions by SAP and offer solutions of integration with Salesforce® platform
Dedicated QA team
We offer our clients attractive pricing for JET BI products licenses and implementation
5 reasons to work with JET BI
With JET BI, you will have an experienced and reliable support team to administer and expand the solution on Salesforce as your business grows
Get in touch

We have available resources to start working on your project within 5 business days

1 UX Designer

1 Admin

2 QA engineers

1 Consultant

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