Likelihood to Recommend
If you are a sales rep and want to know if your email has been opened without having to use receipts this is perfect. However, many people find this intrusive and inappropriate. I don't believe in this day and age there should be a moral outrage to track your emails but it happens. I particularly like it for Outlook 2016. I've tried Yesaware but found this better suited.
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Exceed.ai is helpful when a business wants to offer a 24/7 live service without live-staffing during that time, allowing the live staff to only focus on the pre-qualified leads (pre-qualified through Exceed's service). For example, if we can only assist a group of qualified customers who meet specific conditions, allowing Exceed to pre-qualify them may mean that 50% are qualified and 50% are not qualified, allowing our live sales agents to focus on the 50% who have already been qualified.
Read full review Pros Uploads information from business cards to your current contact database through your camera phone Great resource for looking up people before meetings and doing other types of background research Use information found on the internet to fill in information about your contact Read full review Their customer team is also extremely helpful and willing to put extra time in order to ensure the platform works for your organization. Exceed.ai automatically updates your CRM and marketing automation platform with the latest lead status. It can be deployed in Cloud, SaaS, Web-based. Read full review Cons Salesforce integration seems unnecessary Has refresh issues occasionally Can cause slowing issues for Outlook Doesn't have integration with Outlook.com/Exchange Read full review Though customisable, it is not the most intuitive and can take a while to setup appropriately for your organisation It can be slow to pull in new inputs and it is difficult to integrate into other systems such as CRMs A bit pricey compared to other options Read full review Likelihood to Renew
Easy to use
Read full review Usability
Easy for all users.
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Easy to contact, quick follow-up/
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During the initial setup and onboarding, we had a white-glove approach from the Exceed Customer Success team: weekly touchpoints to review and evaluate progress towards our stated objectives. Outside of our regular catch-ups, should any questions or issues arise, Exceed has a chat function that always seems to be staffed. The average response times to questions was 10-20 minutes.
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It is really easy to integrate with GMail, so just start from there
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Contact Monkey was the best solution for Outlook 2016. While Yesaware is a good product with Microsoft 365 integration, I found it expensive and too feature rich for what I needed. If you are just trying to find something simple that does what you need well and cheap, this is the best solution on the market. It does have Salesforce integration but I just use the Salesforce product that is free and provides the same or more prospect info.
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Our biggest issue with
was during the implementation process. We quickly found their programming to be not that good, so we decided to switch to Exceed.ai It is an intelligent virtual assistant tool that can help you with your daily activities. Whether it is scheduling meetings, sending emails, or reminders, we are always at your service.
Read full review Return on Investment I've found companies that have shared my email and opened the email 20-60 times but never responded. It gave me an absolute understanding that this was a hot company Sometimes knowing your email is being opened can be very frustrating if you cannot get a response. However, at least you know it was read and they are not interested. My boss and fellow employee's don't like the fact that I know where they are located. It's somewhat divisive in that sense. Read full review There is a significant benefit to using a service/virtual assistance to answer and qualify customers versus life staffing agents. There is another benefit to cost savings by allowing our teams to automatically be scheduled to calendar invites with approved/qualified customers only. Read full review ScreenShots