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.

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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.