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.
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.
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.
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.
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.
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.
I really liked the product. Amazing dedicated customer success. They are more than just a software company, they consult and make sure you succeed.
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
While it takes only a few days to implement, we had to think through our sales playbook and configure Exceed.
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.
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%.
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
It really is like another sales person that I don't have to worry about. It's a must have tool for any sales team.
Exceed.ai is the employee that is always available. Not only does it respond, nurture and qualify leads in a timely manner, but it was able to touch leads we weren't getting around to engaging with. We didn't have to worry about setting up meetings manually, or leads dropping off when a meeting needed to be scheduled, as Exceed.ai's meeting scheduling feature took care of that for us - right in the email. It also answered user questions and was able to learn and optimize if it was unsure of something.
It would be nice to see a better reporting breakdown on the follow-up emails sent (although I know this is something that the team is currently working on).
Contact Exceed.ai for detailed pricing information.
Below are some frequently asked questions for Exceed.ai.
Exceed.ai offers the following pricing plans:
Pricing model: Subscription
Free Trial: Available
Contact Exceed.ai for detailed pricing information.
Exceed.ai offers the following features:
Exceed.ai has the following typical customers:
Mid Size Business, Small Business
Exceed.ai supports the following languages:
Exceed.ai has the following pricing plans:
We do not have any information about what devices Exceed.ai supports
Exceed.ai integrates with the following applications:
G Suite, HubSpot CRM, HubSpot Marketing, Marketo, Office 365, Salesforce Marketing Cloud, Zoho CRM
Exceed.ai offers the following support options:
Online Support, Phone Support