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 I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales. But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.
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 It is very easy to use and logical. Teams and departments can collaborate together to work as one team. It is very useful in automating the processes of relevant departments. The field names, types, and data you enter can be customized as per your organization's requirements. 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 Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner' More color shades for groups and labels Keep adding new widgets for dashboards to provide an even greater overview Read full review Likelihood to Renew It is the best tool we have found as a small business to be able to track our bookings, tasks and income.
Read full review Usability It is very simple and does not take very much or very long to understand how the entire software works. I think it took less than a week for me to be very confident in using and even teaching other people how to use the site. Moreover, the ability to be able to color coordinate every file makes it very easy to see and use.
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 When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
Read full review Implementation Rating It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
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 monday sales CRM was much more customisable and flexible for our needs. We could use monday sales CRM to enhance what we do but Zendesk basically wanted us to change how we work to their style which is not what we wanted. I also found zendesk to be extremely expensive for what you were getting.
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 Specifically for equipment tracking, we have been able to build an interactive and extensive database tracking all devices owned by the company in a predominantly remote workforce and decreased loss in that area The onboarding process has been simplified and automated to communicate to all parties involved with minimal interaction. Building out an API would be next! Saves a ton of time in this process and minimizes mistakes. In a start-up environment with shifting priorities, task management in monday.com makes sure things don't disappear entirely as the landscape changes. Read full review ScreenShots monday sales CRM Screenshots