About Exceed.ai

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.

Key benefits of Exceed.ai

  • 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.

  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, United Kingdom, United States

    Supported Languages

    English

    Images

    Book meetings for your sales team through a chatbot, 24 hours a day, 7 days a week
    The AI email assistant engages leads in human-like conversations, asks qualifying questions and schedules meetings for your sales team
    Use built-in playbooks or create your own custom playbook and email templates
    Exceed engages your leads for your with human-like conversations so you can focus on closing deals, not chasing leads
    Scale your lead engagement with timely, persistent follow-up to leads from every lead source
    Help leads make the right decision with AI powered answers over email and chat
    View 7 more
    Exceed.ai screenshot: Book meetings for your sales team through a chatbot, 24 hours a day, 7 days a week Exceed.ai screenshot: The AI email assistant engages leads in human-like conversations, asks qualifying questions and schedules meetings for your sales team Exceed.ai screenshot: Use built-in playbooks or create your own custom playbook and email templates Exceed.ai screenshot: Exceed engages your leads for your with human-like conversations so you can focus on closing deals, not chasing leads Exceed.ai screenshot: Scale your lead engagement with timely, persistent follow-up to leads from every lead source Exceed.ai screenshot: Help leads make the right decision with AI powered answers over email and chat

    Features

    Total features of Exceed.ai: 58

    • A/B Testing
    • AI/Machine Learning
    • API
    • Activity Dashboard
    • Appointment Scheduling
    • Audience Targeting
    • Auto-Responders
    • Automated Scheduling
    • Calendar Sync
    • Campaign Management
    • Chat/Messaging
    • Chatbot
    • Communication Management
    • Confirmation/Reminders
    • Contact Database
    • Contact Management
    • Customizable Fields
    • Data Extraction
    • Data Import/Export
    • Drip Campaigns
    • Dynamic Content
    • Email Automation
    • Email Campaign Management
    • Email Management
    • Email Marketing
    • Event Triggered Actions
    • For Sales Teams/Organizations
    • Human Handover
    • Intent Recognition
    • Lead Capture
    • Lead Distribution
    • Lead Engagement
    • Lead Management
    • Lead Notifications
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • List Management
    • Live Chat
    • Machine Learning
    • Meeting Management
    • Mobile Optimized Emails
    • Multi-Channel Communication
    • Natural Language Processing
    • One-to-One Messaging
    • Performance Metrics
    • Personalization
    • Pre-Configured Bot
    • Process/Workflow Automation
    • Real-time Conversations
    • Reporting & Statistics
    • Reporting/Analytics
    • Rules-Based Workflow
    • Sentiment Analysis
    • Speech Recognition
    • Subscriber Management
    • Template Management
    • Virtual Personal Assistant (VPA)

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    Reviews

    Overall rating

    4,8 /5
    (13)
    Value for Money
    4,8/5
    Features
    4,6/5
    Ease of Use
    4,8/5
    Customer Support
    5/5

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    Showing 5 reviews of 13
    Debbie S.
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Breakthrough product with a simple understandable value proposition

    Reviewed on 2018/07/17

    Make sure every leads is worked followed up and nurtured
    Hand over only qualified leads to your...

    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

    Verified Reviewer
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    The Most Powerful Software Currently Available, Great Customer Care

    Reviewed on 2019/03/28

    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.

    Ruth B.
    Overall rating
    • Industry: Telecommunications
    • Company size: 51-200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Good Value AI Sales Assistant

    Reviewed on 2020/01/14

    Exceed has enabled us to book more meetings than we would have otherwise, as contacts often respond...

    Exceed has enabled us to book more meetings than we would have otherwise, as contacts often respond to the fourth or fifth message. A human BDM would not have been so persistent. Even if a contact hasn't wanted to book a meeting, they now often give us feedback on why they are not interested, which is very valuable.

    Pros

    With Exceed, you can create an unlimited number of sequences, covering a whole range of use cases, making it good value for money. The support provided during the on-boarding process was also excellent.

    Cons

    Sometimes the product seems a little unpolished.

    Harold T.
    Overall rating
    • Industry: Construction
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Excellent customer service, continual improvement

    Reviewed on 2019/03/28

    We are solving the issue of website lead conversion and prequalification, which has lead to the...

    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.

    Jason B.
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Easy to Use & So Worth It!

    Reviewed on 2019/09/24

    It has given us the ability to reach thousands of prospects across the U.S. without having to hit...

    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.

    Showing 5 reviews of 13 Read all reviews

    Exceed.ai FAQs

    Below are some frequently asked questions for Exceed.ai.

    Exceed.ai offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Available

    Contact Exceed.ai for detailed pricing information.

    We do not have any information about Exceed.ai features

    Exceed.ai has the following typical customers:

    51-200, 201-500, 501-1 000, 1 001+

    Exceed.ai supports the following languages:

    English

    Exceed.ai supports the following devices:

    Exceed.ai integrates with the following applications:

    Google Workspace, HubSpot CRM, HubSpot Marketing Hub, Marketo Engage, Microsoft 365, Oracle Eloqua, Outreach, Pipedrive, Salesforce Marketing Cloud, Zoho CRM

    Exceed.ai offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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