Senior Developer in Information Technology at Backlsh (11-50 employees employees)

Use Cases and Deployment Scope

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.

Pros

Easy to use.
Improves productivity.
Provides customized information.

Cons

Integration with CRM is a bit difficult.
Has some preset limitations.
Less flexibility.

Most Important Features

Campaign management.
AB testing.
Chatbot.
Lead Capture.
Lead Distribution and Management.

Return on Investment

Understand our needs and perform a variety of tasks, such as managing our schedule, creating reminders, sending messages, etc
It uses various natural language processing software to ensure maximum accuracy, clarity, and speed of answers.

Alternatives Considered

Pipedrive

Other Software Used

GitHub, Adobe Acrobat Reader DC, Grammarly

Luis Alcalá View profile

Senior Manager, HR Planning & Talent Management in Human Resources at TruGreen (5001-10,000 employees employees)

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Most Important Features

Automates emails for lead research. Integrates chatbots into the website to convert website visitors into leads.
Saves time for sales and marketing agents, taking charge through natural conversations, capturing leads and attracting the customer to purchase.
The system can schedule meetings and calls with those leads, so sales reps can do the rest of the work.

Return on Investment

After taking the time to set up all the software correctly and having it know how to naturally handle our customers, we have been able to make a breakthrough and save a lot of time with lead capture and retention.
Our department only has to take care of the customers that the system returns in order to close sales.

Philipp Pettit View profile

Software Engineer in Information Technology at Cynopsis Solutions (51-200 employees employees)

Use Cases and Deployment Scope

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.

Pros

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.

Cons

Its price seems very excessive to me.

Most Important Features

A/B tests.
It has an excellent chatbot, SMS, email channels, it integrates with the vast majority of CRMs through its open API.

Return on Investment

The user interface is clean, very modern, and easy to use. It has an extensive database that allows us to find any old information such as previous clients for new or future opportunities.

Alternatives Considered

Conversica, Intercom, Tact.ai and Qualified

Other Software Used

Tact.ai, Conversica, Qualified, Asana, Trello

Abhishek Jain

Programmer Analyst in Engineering at The Smartcube (201-500 employees employees)

Use Cases and Deployment Scope

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.

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.

Cons

Conversations could be better and customized.
Takes too much time to send an email.
Too many steps required to start working with the platform.

Most Important Features

Email marketing.
Ease of use, intuitive.
Ease of setup.

Return on Investment

Budget cut on resourcing.
Great outreach.
Better response.

Alternatives Considered

HubSpot Business Card Scanner

Other Software Used

HubSpot CRM, Informatica Cloud MDM - Customer 360 for Salesforce, Agile CRM

Christina Kay View profile

Vp, Marketing in Marketing at ResellerRatings (11-50 employees employees)

Use Cases and Deployment Scope

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.

Pros

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.

Cons

Easier to create questions/answers within sequence would be nice.
Add qualification questions yourself.

Most Important Features

Sequences.
Reporting.

Return on Investment

Helped increase meetings booked.
Product awareness.
Upsell and retention support.

Other Software Used

HubSpot CRM, HubSpot Sales Hub

Genesys Cloud AI

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Use Cases and Deployment Scope

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Most Important Features

Return on Investment

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Most Important Features

Return on Investment

Use Cases and Deployment Scope

Pros

Cons

Most Important Features

Return on Investment

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Most Important Features

Return on Investment

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Most Important Features

Return on Investment

Other Software Used

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