Likelihood to Recommend 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 The relationship building with the entire team at LMI from Sales, to the Account Manager to our Customer Relationship manager and their product Bold360 was excellent. They were always willing to listen to different ideas and try to make them work for us
Read full review Pros 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 We’ve built our environment to scale globally and currently leveraging the platform in U.S., LATAM, BRAZIL, APAC, and EMEA. Email integration with Outlook has helped channel emails to agents by skill set. The knowledgebase has shared global articles, which are auto-translated to our fans who engage our brands based on their questions. I want to add kudos to the support received from our Customer Success Manager and Technical Account Manager. Read full review Cons 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 Reporting capabilities. I think the dashboard and reporting tool could contain more details in terms of what data is visible and available to the user/administrator. Native mobile applications to provide added support. Improving the beta testing program to use new features before understanding whether the update can be pushed out without causing issues with the end-user. Read full review Usability Day-to-day use of Bold360 AI (chatbot) use (reviewing new questions, adding new responses, tagging, etc.) is fairly simple, but utilizing more advanced features and custom channeling, etc. typically require escalation to developers and may require additional costs if you want help to implement
Read full review Support Rating 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.
Read full review Great customer support management provided by LogMeIn, which gives you a direct line with regular meetings with the company to make sure your implementation is a success. [The] account manager is always readily available as well for engagement. Opportunities though exist in a balance between professional services support and VIP support that can be improved upon more.
Read full review Alternatives Considered Our biggest issue with
Pipedrive 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 I used LivePerson in my previous company. It was the same as BoldChat in terms of being a standalone chat application. But when I started using Bold360, for the very first time I felt I'd found a tool that made chat a really good channel for communications.
Read full review Return on Investment 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 Considerable saving on ticket deflection so return on investment Saved on extra support engineer recruitment through self service Enabled support engineers to concentrate on more complex customer issues as simple and semi-complex issues are generally dealt with through self service--so better quality of service for customers Read full review ScreenShots