Genesys Cloud AI vs. Shape Software

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

Shape Software is well suited when using "mainstream" ad platforms that have robust integrations. It also works well when budgets are set less frequently and are allowed to run unchanged for a set period of time. Shape Software gets less accurate when frequent budget changes need to be made and when using ad platforms with little to no support built into Shape Software.

• 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

• Platform integrations
• Pacing accuracy
• Automated notifications

• 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

• Automated budget pacing could be more sophisticated - it tends to conflict with platform best-practices in my opinion.
• Integration with LinkedIn leads would give more accurate picture of conversion volume I believe.
• More customizable alerts

Shape Software is very easy to set up and use. The core functions and features require little explanation. The options and settings are easy to find and the capabilities of the platform are apparent to the user after just a few minutes of use.

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.

I never had the need or opportunity to work with support.

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

Shape Software is very user-friendly and easy to set up. The controls and settings are very straightforward and the core functions (onboarding new accounts, creating new budgets, managing budgets, etc) are easily understood. The customizable alerts and budget intervals provide modularity for different situations and provide significant peace-of-mind. The automations are less impressive in that they generally conflict with ad platform automation in my opinion. Automated bidding and budgeting is hindered by third-party automations like Shape Software and the performance Shape Software features provide doesn't justify forgoing that technology in the ad platforms in my opinion.

• 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

• Reliable protection against overspend
• Precise budget control
• Cross-platform visibility