Exceed.ai is an AI sales assistant and chatbot featuring dynamic lead nurturance and lead qualification process support, meeting scheduling, two-way conversation via chat, and other features.
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Marketo Sales Connect
Score 7.8 out of 10
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Marketo Sales Connect (ToutApp) is a sales email tracking tool that includes tracking, templates, click-to-call, and analytics. It also includes a Calendar to streamline bookings. It is presented as a "swiss-army knife" for sales development reps, account executives, sales ops, sales managers, marketing teams, and customer success teams. Its template library can be used as a content repository, to upload Powerpoints, case studies, etc. The recommended templates feature allows users to…
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.
We are solving our small sales team problem. I am the only SDR in the company and Tout helps me manage, send and follow up with many of my leads automatically. Tout is more focused on “success or failure” of emails than Yesware is. They are going in different directions – as you can see that they’ll probably have some features from one another.
Track leads opening emails and clicking links. We could easily see if a lead forwarded an email to a large group of people for instance, because the stats would show it.
Connect our email and CRM to log email activities onto Leads and Contacts.
Keep users inside of our email system instead of copying and pasting email templates from multiple places.
Reporting is clunky and challenging to use at times. They were recently purchased by Marketo, so I'm hopeful that Marketo will be able to address some of these concerns.
The ToutApp interface is not the most intuitive and does not provide a deeper understanding/analysis of the data.
The ToutApp integration with Outlook has created intermittent problems in usability/access.
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.
It was tough to reach their support team. On average, it would take over 24 hours to get a response. Agents would ask us to perform repetitive tasks and take lots of screenshots instead of looking at our system and helping us fix issues.
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.
Marketo Sales Connect (ToutApp) was nowhere near as dynamic as the other listed tools that I mentioned. There was not any Sequence or Cadence you could follow. It was missing dynamic fields. A bit cumbersome. The other tools had much prettier interfaces too.
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.
