Exceed.ai

Exceed.ai

Virtual assistant for sales & marketing teams

4.9/5 (12 reviews)

Exceed.ai Overview

Exceed.ai is a virtual assistant designed to help sales and marketing teams capture and nurture leads using machine learning, artificial intelligence, and conversational bot technology to have effective two-way interactions with customers via email or chat forms. As an online solution, Exceed.ai enables users to reach out to leads anytime, anywhere, through any internet-enabled device.

Exceed.ai operates as a prospecting tool, enabling prospects to have human-like conversations with a virtual sales assistant through automated email communication or website chat forms. Designed to give prospects a ‘human experience’ until they qualify to speak to a real human agent, Exceed.ai utilizes machine learning technology to follow and replicate successful sales rep interactions. Other automation features include lead qualification and intelligent response processing, which enable the virtual assistant to understand lead responses and identify sales-ready opportunities.

Exceed.ai also offers a meeting scheduler, dynamic nurturing technology and personalization tools, such as firmographics and user profile data, which allow users to make meetings with leads and tailor lead conversations. Exceed.ai technology helps users manage leads, from initial engagement to handover to a real sales agent. The Exceed.ai sales assistant engages leads, then assists and responds to them, answering FAQs and responding to requests, before nurturing and guiding them through the funnel with follow-ups. Exceed.ai qualifies leads based on human-like conversations, before handing them over to the sales reps for closing.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

Exceed.ai Reviews

Overall rating
4.9/5
100% positive reviews
11
Excellent
1
Very good
0
Average
0
Poor
0
Terrible
Verified Reviewer

The Most Powerful Software Currently Available, Great Customer Care

Used Daily for 1-5 months
Reviewed on 2019/03/28
Review Source: Capterra

Pros

Simply put, this is the most advanced software we were able to find. There are many AI software platforms, but what really pushed Exceed.AI into the forefront for our team was their exceptional customer service. Their reps took the time to learn and understand our company, our business model, and our goals. Then, they've walked with us through each step of the implementation and continue to monitor our usage to make sure our settings are optimized for our specific use case. They check in at least biweekly, even going as far as logging into our account to make tweaks at our request. They save us time, save us money, and go the extra mile to make sure they're on the same page as us.

Cons

The integration into our CRM system was a bit confusing - it's not readily clear how fields should be mapped. Their team helped out quickly, but ultimately we're still a little in the dark as to how they came up with those code names for each field of our CRM system.

The software also has some preset limitations. It's not a wildly flexible platform, so don't try to reinvent the wheel. It's incredibly good at what it does, there's really not much need to venture far from the out-of-the-box functionality.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Harold T.

Excellent customer service, continual improvement

Used Daily for 6-12 months
Reviewed on 2019/03/28
Review Source: Capterra

We are solving the issue of website lead conversion and prequalification, which has lead to the benefit of a record number of prequalified leads for the sales reps.

Pros

I like that they are constantly working on improving their system based on customer feedback. Since using Exceed we've been able to significantly increase our website conversion rate, which has led to savings in marketing ad spend. Exceed has been able to pay for itself.

Cons

There are occasional bugs leading to downtime in the service, however they have made up for it by providing an appropriate discount on the related invoice.
Code is on the large side and not fully optimized for fast delivery that slows down the page load time.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Refael Z.

Great value for your money!

Used Daily for 6-12 months
Reviewed on 2018/12/13
Review Source: Capterra

I really liked the product. Amazing dedicated customer success. They are more than just a software company, they consult and make sure you succeed.

Pros

50% of our leads are never followed up with . Exceed allowed us to make sure all our untouched leads are nurtured and followed up with out adding any head count. To return our investment we had to close 1 deal every two month. We got 5-6 qualified leads every month and closed on average two. All this without adding head count

Cons

While it takes only a few days to implement, we had to think through our sales playbook and configure Exceed.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jason B.

Easy to Use & So Worth It!

Used Daily for 6-12 months
Reviewed on 2019/09/24
Review Source: Capterra

It has given us the ability to reach thousands of prospects across the U.S. without having to hit the phones all day. We have closed many accounts, including several large ones! I am looking forward to seeing what else they roll out in 2020!!

Pros

Hadas and the rest of the team are always so quick to respond to any question or need we may have! They always keep us updated on changes or improvements made in the software. What I love most is Exceed is so EASY to use.

Cons

The CSVs are time consuming prior to uploading into the software, but it is unavoidable on our end and essentially has nothing to do with Exceed.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Debbie S.

Breakthrough product with a simple understandable value proposition

Used Daily for 1-5 months
Reviewed on 2018/07/17
Review Source: Capterra

Make sure every leads is worked followed up and nurtured
Hand over only qualified leads to your inside sales team
Remove repetitive error prone tasks your SDR and rep are performing.

Pros

Little downside using Exceed, since we use it to qualify and nurture our untouched leads.
Several days the product was up and running, it then take a few weeks to fine tune it. After that we were able to increase the number of qualified meetings on the reps calendar by 19%.

Cons

The concept of a virtual rep working you leads is new and it took us time to get used to it. One you get over that concept, it works like a charm.
Exceed.ai requires you SDRs to spend one hour a day on the system approving messages and editing responses when Exceed is unsure what to do.
Overtime Exceed virtual rep becomes smarter and the number of time it needs a rep involved goes down.
The one hour per day is worth the upside n the number of qualified leads in the pipeline

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Exceed.ai Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Contact Exceed.ai for detailed pricing information.

Exceed.ai Features

  • API
  • Activity Dashboard
  • Email Integration
  • Reporting & Statistics

  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customizable Templates
  • Data Import/Export
  • Lead Management
  • Monitoring
  • Real Time Data
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Third Party Integration

Additional information for Exceed.ai

Key features of Exceed.ai

  • Activity dashboard
  • Chatbot
  • Custom fields
  • Data management
  • Drip campaigns
  • Email communication & chat forms
  • Firmographics & user profile data
  • Intelligent response processing
  • Lead qualification
  • Machine learning
  • Mass email delivery
  • Natural language processing
  • Performance metrics
  • Reporting & analytics
  • Rules-based automation
  • Subscribe/unsubscribe
  • Virtual assistant

Benefits

  • Exceed.ai offers a multi-channel solution, allowing virtual sales representatives to engage with prospects through email, webchat, or conversational forms.

  • The virtual sales assistant uses machine learning and artificial intelligence to learn how to interact effectively with customers.

  • Personalization tools, such as firmographics and user profile data, help the virtual sales rep tailor conversations for each lead.

  • Intelligent response processing technology enables virtual sales reps to understand and respond appropriately to leads and their various questions, interests and objections.

  • Exceed.ai integrates with popular software including Office 365, HubSpot, and Salesforce, helping users to work more efficiently.

  • Exceed.ai FAQs

    Below are some frequently asked questions for Exceed.ai.

    Q. What type of pricing plans does Exceed.ai offer?

    Exceed.ai offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Contact Exceed.ai for detailed pricing information.

    Q. What are the main features of Exceed.ai?

    Exceed.ai offers the following features:

    • Activity dashboard
    • Chatbot
    • Custom fields
    • Data management
    • Drip campaigns
    • Email communication & chat forms
    • Firmographics & user profile data
    • Intelligent response processing
    • Lead qualification
    • Machine learning
    • Mass email delivery
    • Natural language processing
    • Performance metrics
    • Reporting & analytics
    • Rules-based automation
    • Subscribe/unsubscribe
    • Virtual assistant

    Q. Who are the typical users of Exceed.ai?

    Exceed.ai has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Exceed.ai support?

    Exceed.ai supports the following languages:

    English

    Q. What type of pricing plans does Exceed.ai offer?

    Exceed.ai has the following pricing plans:

    Subscription

    Q. Does Exceed.ai support mobile devices?

    We do not have any information about what devices Exceed.ai supports

    Q. What other apps does Exceed.ai integrate with?

    Exceed.ai integrates with the following applications:

    G Suite, HubSpot CRM, HubSpot Marketing, Marketo, Office 365, Salesforce Marketing Cloud, Zoho CRM

    Q. What level of support does Exceed.ai offer?

    Exceed.ai offers the following support options:

    Online Support, Phone Support