Case Study: DocStar achieves 10% of pipeline and over $1M in opportunities with Conversica Sales AI Assistant

DocStar Enjoys Strong Pipeline Growth With a Conversica Sales AI Assistant

DocStar Enterprise Content Management, a division of Epicor, provides cloud-based document and business process management tools, handling roughly 500 inbound leads per month. The team struggled to prioritize and follow up on that volume: Business Development Reps often missed outreach quotas, and leads were passed to sales either too early or too late in the buyer’s journey.

DocStar deployed a Conversica Sales AI Assistant in a phased rollout (re‑engaging dormant leads, adding real‑time inbound, then targeting lost opportunities and events), which automated outreach and qualification. The IVA generated a 10% engagement rate, accounted for 10% of FY19 pipeline, and produced 74 opportunities worth over $1M, while saving the team the equivalent of 78.3K man‑hours and improving lead-to-sales handoffs via Salesforce integration.

DocStar

Bill Fuesz

Senior Field Marketing Leader