Exceed.ai delivers value and improved customer experience.
Exceed.AI has helped our company scale by providing an effective solution to manage a large volume of consumer interest. During the past …
Overview
What is Exceed.ai by Genesys?
Exceed.ai is an AI sales assistant and chatbot featuring dynamic lead nurturance and lead qualification process support, meeting scheduling, two-way conversation via chat, and other features.
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What is Exceed.ai by Genesys?
Exceed.ai is an AI sales assistant and chatbot featuring dynamic lead nurturance and lead qualification process support, meeting scheduling, two-way conversation via chat, and other features.
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- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
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- Tech Details
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What is Exceed.ai by Genesys?
Exceed.ai is a Conversational AI Platform that helps augment marketing and sales capabilities and processes through conversation automation to capture, engage, converse, qualify, and schedule meetings with leads at scale, with a personalized, two-way conversation over Email, Website Chat, and SMS.
Exceed.ai helps users discover revenue opportunities with existing pipeline, provide prospects a better experience, and more time for sales and marketing teams to focus on doing the most impactful work such as building relationships with prospects, having meaningful conversations, and closing deals.
Exceed.ai integrates with the user's CRM and marketing automation platform to nurture existing leads to revive, re-engage and nurture neglected leads from the CRM with human-like conversations to maximize marketing efforts and lower CAC.
It also automatically updates a CRM and marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, not the right person, or ask to be contacted at a later time.
Businesses use Exceed.ai for:
- Inbound lead follow up - Immediately respond to and follow-up with incoming leads
- Convert website visitors into leads via chatbot
- Qualify leads (MQLs) - Verify a lead's intent and qualify before handing it to sales
- Sales touched but unresponsive - Follow-up after a rep has attempted outreach but the lead has been unresponsive.
- Activation of cold/dormant leads - Initiate contact with prospects that previously expressed interest
- Upsell - Reach out to freemium users to identify if they are ready to converse with a human rep
- Low scoring and recently engaged leads - Reach out to leads that recently engaged in low-scoring, first-touch activities like content syndication, social media etc
Exceed.ai by Genesys Video
Learn all about how Exceed.ai helps companies boost their sales funnel.
AI-Powered Sales Assistant that works alongside your reps to identify and secure customers faster and more efficiently by automatically contacting, engaging, following-up and qualifying leads via natural, two-way conversations.
Exceed.ai by Genesys Competitors
Exceed.ai by Genesys Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | Worldwide |
| Supported Languages | English |
Frequently Asked Questions
Exceed.ai is an AI sales assistant and chatbot featuring dynamic lead nurturance and lead qualification process support, meeting scheduling, two-way conversation via chat, and other features.
The most common users of Exceed.ai by Genesys are from Mid-sized Companies (51-1,000 employees).
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(20)Attribute Ratings
Reviews
(1-16 of 16)Companies can't remove reviews or game the system. Here's why
Exceed.AI has helped our company scale by providing an effective solution to manage a large volume of consumer interest. During the past two years, demand for our products and how our company conducts business has more than doubled, to a point where it would be overwhelming for our teams to adequately communicate with every customer at the timing that best suited each customer. Exceed.ai allows our team to focus on the most responsive and ready to purchase customers, while still maintaining communication and interest with those that will soon be ready to work with us. In addition, the customer experience we receive from Exceed.ai is top-tier. Their team is proactive in providing best use practices and continually reviewing our partnership in order to better optimize the platform to fit our needs.
- Sales Development
- Long-term follow up
- Post-purchase follow up
- Excellent customer service
- Better industry knowledge, especially in automotive retail
- More integrations
- Continual AI improvement
March 29, 2022
Exceed.ai offers a solid entry into the conversational AI market; however, there are some improvements that can be made
The tool has been useful for our marketing team as it has helped reduce the amount of time and resources that need to be dedicated to specific manual tasks. The tool has been especially useful for helping with our recruitment process by providing a conversational system that can cover the most basic support for potential students without the need for dedicated staff to get involved with relatively simple problems.
- Easy to use
- Customisable
- "Realistic" customer engagement
- 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
March 24, 2022
A great tool for pre-qualifying sales leads!
We looked into several Virtual Assistant services before trying Exceed.ai and found that Exceed was a top contender for our use case (providing a human-like virtual chat experience to help drive customers from a "lead" to a "sale" with as minimal human support during the process). We've found that using human agents does provide a great customer experience, but required 24/7 staffing and having fully trained (and paid) agents at all times. Using a Virtual Assistant (with human-like responses) would allow us to help drive potential leads into qualified leads that our live agents would be better focused on.
- Customer engagement. Having a "human-like" response rather than a typical automated response drives engagement and lets customers feel that they're dealing with a more personal company.
- The ability to pre-qualify leads before handing them off to a live sales agent (rather than having the sales agent qualify them).
- We found that the Exceed.ai virtual service met all of our specific needs during testing.
March 24, 2022
Exceed.ai is a great Intelligent Virtual Assistant Tool
Exceed.ai is an artificially intelligent virtual assistant tool that improves productivity and organization of users by providing customized information based on the user's needs and preferences. It uses various natural language processing software to ensure maximum accuracy, clarity, and speed of answers, thus making it an optimal choice for rapid business decision-making.
- Easy to use.
- Improves productivity.
- Provides customized information.
- Integration with CRM is a bit difficult.
- Has some preset limitations.
- Less flexibility.
Score 9 out of 10
Vetted Review
Verified User
Exceed.ai offers unique features and functionality. We typically connect it with our databases and platforms like Salesforce and HubSpot (among others). It has intuitive UX/UI, easy setup, and I can schedule meetings via my calendar (Microsoft Outlook) and accurately follow up. It is highly scalable and flexible, it facilitates fluid conversations in real-time with other people, it helps us to generate clients and increase new opportunities. A/B tests do not allow you to improve and obtain better results.
- A/B tests.
- The interface is clean and intuitive.
- Intuitive AI.
- SMS
- Meetings can be scheduled directly in the calendar using integrations or calendar apps like Calendly.
- Its price seems very excessive to me.
March 22, 2022
With exceed.ai we have no problem serving our customers
Thanks to this software we have been able to provide our customers with a better service, as we have been able to implement chatbots on our website and guide users to an effective sales process. It is allowing us to select potential customers from those who are not and in this way our agents will be able to close sales.
- It allows us to capture leads through email or visitors coming to the company's website.
- We have been able to occupy our sales agents in closing business, while the software gets the data from potential customers through surveys, questions and forms.
- The software naturally strikes up conversations with customers, allowing us to learn about their interests in products and leading them down the path to purchase.
- It can be a bit complicated to set up and adapt to the company. It took us a while to adapt to the software due to the complexity of its functions and tools.
- It can be a bit slow to pull in customer data and the chat on the page makes it cumbersome.
- It takes a considerable amount of time to set up questions so that the system knows how to handle the customer and this process must be reviewed from time to time for it to be effective.
Automate lead qualification processes through conversational AI, integrated with CRM to streamline sales funnel. Nurture the leads by leads follow-up to guide leads through the funnel. Using the in-suite tool like meeting schedules to set up sales meetings.
- Lead qualification.
- Personalization
- AI
- CRM Native Integration.
- AI bot reachout can create confusion to owner of lead.
- Quite tedious to send an email.
March 16, 2022
A virtual assistant almost matching human touch
As a part of sales outreach, we try to reach as many potential clients as possible. For obvious resource crunch, you cannot reach everyone personally. So this helps in reaching out. Their customer success team is also extremely helpful and willing to put in the extra time in order to make sure the platform works for your organization.
- 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.
- Conversations could be better and customized.
- Takes too much time to send an email.
- Too many steps required to start working with the platform.
March 16, 2022
Great software for lead qualification
We used to get a lot of leads and it was not possible with human interaction to cater to all the leads we were getting through the website. So we explored the exceed.ai product if it can handle and eliminate the non-qualified leads. And it works as it states, you just need to feed it with all the data and it works wonder after that.
- Making conversations same as humans.
- Available all the time 24*7.
- Integration with the CRM.
- The integration was a bit tough, could be made easy
- Using the product itself requires some depth knowledge of converations which not every one possess
March 15, 2022
Take the hassle out of outreach and use Exceed.ai!
Our sales team has been overwhelmed by the increase in customers since the pandemic began. We're using Exceed.ai in our sales department for follow-up with prospective customers. We have a few different types of outreach that Exceed.ai helps us accomplish. New prospective customers are having weekly outreach through Exceed.ai for a series of 6-12 months that we've customized based on the type of prospect we are speaking with. It helps our sales team focus on active prospects and allows older prospects to still have outreach. We love it!
- Customer service is great
- Prospective customer outreach
- Prompt responses and feedback
- Working out time zone issues
- Sometimes the outreach happens too often or there are duplicates
- Phone call outreach - we currently use email and text
March 15, 2022
Exceed will help you Exceed meetings booked KPI!
We have a small team so we needed a conversational marketing product to help fill in some gaps. We use exceed.ai for prospecting as well as for customer success for free tiers. It helps the sales rep move quicker and just focus on the “hot leads”. We learn a lot about our customers from the interactions.
- Customer service is amazing.
- Have a lot of pre set templates to get you started.
- The exceed bot on emails is a great help with feedback or predicting the success of that email.
- Easier to create questions/answers within sequence would be nice.
- Add qualification questions yourself.
We had too many top of funnel leads for our sales team, so we weren't able to call all of our leads. Exceed.ai was able to nurture and communicate with these leads personally and only notify us when someone was ready to see a demo. It was amazing to see the software message thousands of leads every week and deliver high quality marketing demo requests.
- Nurturing Leads
- Automation
- Simple to implement
- Integration process
- Had a few issues with spam and using their email servers
- AI wasn't perfect
April 08, 2021
The automation you need for your business
Score 9 out of 10
Vetted Review
Verified User
Ever since I have started using Exceed.ai, the overall lead percentage has increased. I am fond of its chatbot that acts like a human to the query to customers.
The AI-Powered assistant will be a big change in the marketing industry where people are still struggling to follow up.
Isn't it great to have an interesting email from you to all the potential clients?
Exceed.ai saves a lot of time that helps our marketing team to focus on building better strategies. In the past few years, we have faced a few issues with automated emails and interacting with people on a business site. I am glad that we could use this amazing tool.
Exceed.ai saves a lot of time that helps our marketing team to focus on building better strategies. In the past few years, we have faced a few issues with automated emails and interacting with people on a business site. I am glad that we could use this amazing tool.
- I am a big fan of the AI-Powered Assistant that follows up with emails and SMS.
- The Website Chatbot acts like a human that helps us maintain a friendly environment.
- Asking questions to generate better leads is always a plus point.
- The Website Chatbot is amazing, but it still needs some improvement.
- There could be more templates for automated emails.
- An option to integrate with more tools should be there.
Score 10 out of 10
Vetted Review
Verified User
I'm using Exceed.ai, because I needed a tool to help me follow up leads and convert them into sales. The AI chatbot is working automatically on my website to gain new leads, without spending more of my time. It answers users' questions, improving customer experience. I felt like I was losing opportunities and leads, but thanks to Exceed.ai I can sleep peacefully because the AI does the work for me.
- Increase site user engagement with AI assistant
- Nurture leads to convert them into sales thanks to AI
- Gather data and information from AI to complete leads
- Manually approve or edit certain messages/communication with users
July 02, 2020
Exceed.ai: it lives up to its name!
Score 10 out of 10
Vetted Review
Verified User
The Exceed platform is being used across our global Sales team for both cold outreach and the re-engagement of aged leads. The intent being to foster a conversation with the prospect that leads to them requesting a meeting with an account executive. The problem we are looking to solve is industrializing personalized outreach, which leads to a high volume of discovery calls.
- Personalization options available in the email sequences.
- A/B testing options for the email sequences.
- Ease with which an email sequence can be modified once the sequence has been started.
- Ability to define which elements of an email sequence are automated and which require user intervention.
- Factor that Exceed validates email addresses before they are sent, reducing the negative impact on the email domain of hard bounces.
- Offline steps (such as telephone call follow-up) can't be incorporated into the sequence.
- Attachments can't be added to an email, although the platform does support incorporating links.
- Once a contact is added to Exceed (outside of the name, email address & company), all other data pertaining to the contact can only be updated/enriched by reimporting the record. It would save time if you could edit these fields through the native UI.
Score 10 out of 10
Vetted Review
Verified User
We use Exceed.ai in several use cases:
1. Nurture our leads in our marketing automation.
2. Follow up with leads that downloaded content, attended an event or visited us at a trade show.
3. Follow up with leads who downloaded content.
4. Qualify inbound lead which we are unsure if they are right for us.
1. Nurture our leads in our marketing automation.
2. Follow up with leads that downloaded content, attended an event or visited us at a trade show.
3. Follow up with leads who downloaded content.
4. Qualify inbound lead which we are unsure if they are right for us.
- Lead followup (out of office, talk to me later, etc.)
- Schedule meetings with qualified leads on reps calendar
- Campaign analytics, like how many contacts were interested, left the company, wrong person and what questions have been asked
- Exceed.ai has lots of insights about the conversations we are having with our prospects and leads. They can do a better job serving this data to the end user