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A great tool for pre-qualifying sales leads!
March 24, 2022

A great tool for pre-qualifying sales leads!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Exceed.ai

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.
  • 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.

Do you think Exceed.ai by Genesys delivers good value for the price?

Yes

Are you happy with Exceed.ai by Genesys's feature set?

Yes

Did Exceed.ai by Genesys live up to sales and marketing promises?

Yes

Did implementation of Exceed.ai by Genesys go as expected?

I wasn't involved with the implementation phase

Would you buy Exceed.ai by Genesys again?

Yes

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.