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 If you use a CRM (Salesforce, Hubspot, etc.), and a work communication system (Slack, Teams), this product will be extremely helpful
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 Troops does a great job of bringing efficiency to the workplace. I am able to jump right to certain deals and learn details of the deals that are coming in straight from Slack. Getting all that info quickly and all in one place has been crucial for our team. Troops does an awesome job of notifying me when signals are shown in my accounts. It lets me focus my attention on the more important accounts, and helps me find what accounts are in the news. 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 One thing I would like is more customization regarding the notifications I receive. Letting a user make edits to the certain notifications they get could be nice. Troops opens a new tab/browser every time I click on a new lead. It makes things difficult to organize with multiple tabs open. 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 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 We looked at the native Salesforce "integration" with
Slack , but it was brief. Troops was so much stronger that it wasn't much of a consideration.
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 Accurate forecasting. Streamlines our agenda. Read full review ScreenShots