Who Uses This Software?

Technology and financial companies that require human sales reps to close business who have a customer LTV of $1000 and above.


Average Ratings

3 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Exceed.ai
  • www.exceed.ai
  • Founded 2016
  • Israel

About Exceed.ai

Exceed.ai is a virtual assistant for your sales and marketing teams. Unlike traditional marketing and sales platforms that rely on forms, one-way email campaigns and manual follow-ups, Exceed.ai automates many of the customer interactions currently performed manually by reps. Exceed.ai uses artificial intelligence, machine learning and conversational technology to generate more qualified opportunities through dynamic lead capture, qualification, and nurturing.


Exceed.ai Features

  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

Exceed.ai Reviews Recently Reviewed!


Capterra-loader

Breakthrough product with a simple understandable value proposition

Jul 17, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Little downside using Exceed, since we use it to qualify and nurture our untouched leads.

Several days the product was up and running, it then take a few weeks to fine tune it. After that we were able to increase the number of qualified meetings on the reps calendar by 19%.

Cons: The concept of a virtual rep working you leads is new and it took us time to get used to it. One you get over that concept, it works like a charm.

Exceed.ai requires you SDRs to spend one hour a day on the system approving messages and editing responses when Exceed is unsure what to do.

Overtime Exceed virtual rep becomes smarter and the number of time it needs a rep involved goes down.

The one hour per day is worth the upside n the number of qualified leads in the pipeline

Overall: Make sure every leads is worked followed up and nurtured

Hand over only qualified leads to your inside sales team

Remove repetitive error prone tasks your SDR and rep are performing.

Capterra-loader

It felt like having another sales person that I didn't have to worry about!

Jul 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Exceed.ai is the employee that is always available. Not only does it respond, nurture and qualify leads in a timely manner, but it was able to touch leads we weren't getting around to engaging with. We didn't have to worry about setting up meetings manually, or leads dropping off when a meeting needed to be scheduled, as Exceed.ai's meeting scheduling feature took care of that for us - right in the email. It also answered user questions and was able to learn and optimize if it was unsure of something.

Cons: It would be nice to see a better reporting breakdown on the follow-up emails sent (although I know this is something that the team is currently working on).

Overall: It really is like another sales person that I don't have to worry about. It's a must have tool for any sales team.

Capterra-loader

I really found this software easy to use and overall, have had a positive experience with it.

Jul 12, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Exceed.ai allowed us to touch double the number of leads than we usually would have in a

month. The system was able to answer questions, respond to objections and handover leads to

the sales rep once it had been qualified - without a sales rep getting involved! The

conversations flowed naturally and rarely did the virtual assistant need assistance from the

human rep.

Cons: I wish there were more reporting metrics that we could see from the user side.

Overall: I really found this software easy to use and overall, have had a positive experience with it.