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Exceed.ai by Genesys

Exceed.ai by Genesys

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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Awards

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Pricing

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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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is Conversica?

Conversica provides lead management software for marketing, inside sales and sales groups.

What is Genesys Cloud CX?

Genesys Cloud CX (formerly PureCloud, Genesys Cloud) is a contact center application optimized for automatic call distribution, interactive voice response, email, social media, chat, and text/SMS. It is also a VoIP interconnect service provider.

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Product Details

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.

The vendor boasts companies such as Elkem, On24, LTSE, SugarCRM, and Hearst as users Exceed.ai.

Businesses use Exceed.ai for:

  1. Inbound lead follow up - Immediately respond to and follow-up with incoming leads
  2. Convert website visitors into leads via chatbot
  3. Qualify leads (MQLs) - Verify a lead's intent and qualify before handing it to sales
  4. Sales touched but unresponsive - Follow-up after a rep has attempted outreach but the lead has been unresponsive.
  5. Activation of cold/dormant leads - Initiate contact with prospects that previously expressed interest
  6. Upsell - Reach out to freemium users to identify if they are ready to converse with a human rep
  7. 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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesWorldwide
Supported LanguagesEnglish

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.

Conversica, Tact.ai, and Saleswhale are common alternatives for Exceed.ai by Genesys.

The most common users of Exceed.ai by Genesys are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(21)

Attribute Ratings

Reviews

(1-4 of 4)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
  • 24/7 Availability for customers.
  • "Human-like" responses, encouraging customers to use and feel more confident and at ease with their choices.
  • Ability to pre-qualify customers before a handoff (ie: allowing customers to set up a meeting/calendar event only if they're qualified).
  • 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.
Exceed.ai feels much more polished and feature-rich, including options such as pre-qualifications and the ability to schedule a calendar invite/meeting with a sales representative while Gorgias is designed more as a chatbot to feed FAQ responses and automated messages, without the advanced AI to pre-qualify and schedule meetings.
Deepak Kumar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Exceed.ai is a smart assistant tool developed on the Chatbox platform, where users can easily use custom commands to get the daily task done by the tool. Also, it is an intelligent virtual assistant that learns from your behavior and recommends what you might like or need in the future. It is highly recommended by me to others.
  • Campaign management.
  • AB testing.
  • Chatbot.
  • Lead Capture.
  • Lead Distribution and Management.
  • 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.
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.
Philipp Pettit | TrustRadius Reviewer
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.
Exceed.ai works 24 hours a day, 7 days a week. It is a very powerful platform, suitable for anyone who wants to implement it to schedule meetings or conversations via live website chat and email, although it has to be mentioned that it is ideal for sales and marketing teams, noting that it connects to many CRM tools.
  • A/B tests.
  • It has an excellent chatbot, SMS, email channels, it integrates with the vast majority of CRMs through its open API.
  • 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.
Exceed.ai, Conversica, Tact.ai, and Qualified are highly scalable, flexible, and ideal for automated customer tracking and engagement, vary in price, offer great integrations, and unique features (features that should be explored to find the right option for your needs).
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.
I have found Exceed to be great at managing both cold and warm outreach. You have to remember that the engagement is as good as your copy; if your copy isn't engaging, that isn't any fault of the tool. With that said, the tool makes it easy to see who is engaging with your emails and empowers you to modify email subject lines and body copy whilst the sequence is in flight.
  • Within the first 6 weeks of using the Exceed platform, our SDRs have saved 186 man-hours.
  • We have received over 1,200 responses to our outreach.
Exceed is easier to setup and at a totally different (lower) price point. I would go with Exceed any day.
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.
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