Who Uses This Software?

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


Average Ratings

9 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

  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management
  • 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!


Great value for your money!

Dec 13, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 50% of our leads are never followed up with . Exceed allowed us to make sure all our untouched leads are nurtured and followed up with out adding any head count. To return our investment we had to close 1 deal every two month. We got 5-6 qualified leads every month and closed on average two. All this without adding head count

Cons: While it takes only a few days to implement, we had to think through our sales playbook and configure Exceed.

Overall: I really liked the product. Amazing dedicated customer success. They are more than just a software company, they consult and make sure you succeed.

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
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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
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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

Feature filled and intuitive.

Jan 10, 2019
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
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Pros: From the products similar to Exceed.ai in the market, what stands out the most is the support provided. Apart from speed and accuracy in their response, the Exceed.ai team ensure that we are meeting our goals. They have also made customization to help us meet our needs, making them the most flexible provider in the market I know of.

Cons: I have not been able to identity any issues yet.

Overall: Our experience with Exceed.ai has been a delight. Both the chat bot and the virtual assistant are feature rich and we are intrigued to see how well the AI responds to customers. We realized that we were missing a lot of opportunities before the chat bot was implemented. The customers are loving it and they feel engaged - and that's what matter to us (an any business) the most.

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
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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.

Capterra loader

Wow, this things actually works

Dec 12, 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: 8.0/10 Not
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Pros: As advised this things works and helped us find new customers with in the first month. We probably got our money back after two month. It saved us the need to hire an additional SDR and increased our conversion rate. Our SDR loves it!

Cons: Automation requires planning and some setup. It took a . little longer than we thought to set it up. But as I said above, it was worth it.

Overall: Love the team at Exceed.ai. We had a few hick-ups when we started. The team was on it right away and took care of everything: Bug fixes and setup!

Capterra loader

A client of Exceed.ai

Oct 15, 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
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Pros: I like the fact qualification got much easier. Also defining the right time for the client got of my back. this automation tool is very helpful to touch with multiple leads in a very smart way that saves time and money.

Cons: Need to know what to right to your clients. so it means letting marketing adjust the system or rely on the team all the time (they are great too).

Overall: I used the system for a client and will recommend using it for other B2B clientele i have.

Capterra loader

Great platform and great company!

Dec 17, 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
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Pros: How easy it made for me to re-target leads in my pipeline which had fallen off or I couldn't get in contact with initially. By scheduling emails every couple of days it meant I didn't have to worry about ensuring I was following up the right amount of time and days inbetween.

Cons: Initially, it was quite difficult to wrap my head around as it was different from the service I had before but once I got used to it, it was extremely easy to figure out and scale.

Overall: The experience with Exceed was very good in that it opened me up to being able to A|B test my approach without needing to invest a tonne of time and energy. Really helped me understand the value prop which was most effective for our key buyer-persona.

The best AI lead qualification and nurturing

Dec 17, 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
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Pros: Saves a huge amount of work by automatically nurturing and qualifying leads using AI. Great customer success team!

Cons: Nothing that comes to mind. Happy with the product overall.