Exceed.ai by Genesys vs. Tact.ai

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

If you have an organization that requires salespeople to go into the field and your organization is mid-sized, then I recommend Tact.ai for your salespeople. It is not possible to carry laptops when they are out in the field but it is possible to carry an iPad or phone. This makes their tasks easy and reduces considerable time wasted on administrative activities and increases productivity at the same time.

Incentivized

• 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

• Scan Business Cards into SalesForce
• Have the SalesForce Data Offline
• Able to log notes from meetings

Incentivized

• 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

• Adding calendar is cumbersome. Integration between Outlook and Tact.ai is required
• Time required to log in is very high. It wastes so much time every time.
• Schedule view is limited to 2 weeks ahead only

Incentivized

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

The Salesforce app sucks and so it's not useful to do the searches that we need.

Incentivized

• 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

• We have been able to experience better performance in our sales, as we spend more time dedicated to our customers than doing administrative tasks, thanks to Tact.ai.
• Our team is more organized with clients, with meetings up to date, no delays in responding to clients, which has increased productivity and performance considerably.

Incentivized