Genesys Cloud AI vs. Retainly

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.

Incentivized

Retainly allowed me to take customer engagement to the next level. I felt an advantage of its low-code functionality, user-friendliness, intuitive automation, and pre-built integrations with a range of other marketing tools. I saw a noticeable difference in my marketing performance and customer retention results after almost 2 months of usage. As a marketer, I managed to automate heavy manual effort to run marketing my campaigns.

• 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.

Incentivized

• Segments creation
• Workflow creation
• Workspace creation

• 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

Incentivized

• Analytics can be improved

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.

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.

Incentivized

Retainly has a unique and better workflow creation process.

• 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.

Incentivized

• Set - up automated workflow sequences across the customer journey
• Less manual intervention to manage campaign
• 15 % Reduce of drop-offs in the customer experience