Case Study: Sutter Shared Services achieves near-unlimited lead outreach and 25% engagement with Conversica's Sales AI Assistant

Sutter Shared Services Enjoys Near-Unlimited Lead Outreach Capabilities Thanks to Conversica AI Assistant

Sutter Shared Services (S3) provides back-end health-management and administrative services to physician groups and health systems nationwide. With a small, “lean and mean” Business Development team and a steady stream of leads from trade shows, webinars and outreach, S3 struggled to engage and qualify every prospect efficiently without expanding headcount.

S3 implemented Conversica’s Sales AI Assistant, Amber, to handle pre- and post-event outreach, re‑engage dormant leads and find the right contacts within organizations—integrated with Salesforce for seamless follow-up. Amber delivered near‑unlimited, low‑cost outreach, producing about a 25% engagement rate and boosting overall engagement by 20–25%, while delivering qualified “hot” leads to the sales team so staff can focus on higher‑value work.

Sutter Shared Services

John Bennett

Chief of Business Development