Case Study: DocStar achieves $1M+ in opportunities and 10% of pipeline with Conversica AI Assistants

DocStar Enjoys Strong Pipeline Growth With Conversational AI for Marketing and Sales

DocStar Enterprise Content Management, a division of Epicor, provides cloud-based document and business process management and generates roughly 500 inbound leads per month. Their Business Development team struggled to prioritize and timely follow up on high lead volumes—often reaching prospects too early or too late in the buying journey and missing outreach quotas.

DocStar deployed a Conversica Conversational AI Assistant in a phased rollout (re-engaging dormant leads, adding real-time inbound, then targeting lost/opportunity and event follow-ups), which scaled outreach affordably and integrated with Salesforce. The AI drove a 10% engagement-to-pipeline contribution, produced 74 opportunities worth over $1M, reclaimed the equivalent of 78.3K man-hours, and improved lead qualification and sales adoption across the organization.

DocStar

Bill Fuesz

Senior Field Marketing Leader