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What does it do?

  • Lead Qualification
  • Automated Meeting Scheduling
  • Conversational Marketing
  • Sales Automation
  • Lead Nurturing

How is it used?

  • 1. Connect to CRM
  • 2. Engage leads
  • 3. Qualify w/ questions
  • 4. Schedule meetings
  • 5. Sync activities to CRM

Who is it good for?

  • Marketing Professionals
  • Sales Representatives
  • B2B Company Executives
  • Financial Services Managers
  • Technology Industry Leaders

What does it cost?

  • Pricing model : Book Demo / Request Quote

Details & Features

  • Made By

    Exceed.ai
  • Released On

    2016-05-16

Exceed.ai is an AI-powered conversational marketing and sales platform that automates lead engagement, qualification, and meeting scheduling. The software interacts with potential customers across multiple channels including email, chat, and SMS, streamlining the sales process and improving efficiency for B2B companies.

Key features:

- AI Virtual Assistant: Engages leads with human-like conversations for automated follow-up and qualification.
- Multi-Channel Engagement: Interacts with leads via email, website chat, and SMS.
- Lead Reactivation: Identifies sales-ready leads within existing databases.
- Website Chatbot: Converts website visitors into qualified leads.
- AI-Based Lead Qualification: Passes only qualified leads to the sales team.
- Automated Meeting Scheduling: Integrates with sales representatives' calendars for efficient appointment setting.
- Event Follow-Up Automation: Manages post-event communication and lead nurturing.
- Customer Renewal Automation: Facilitates the process of renewing existing customer contracts.
- Conversational Lead Nurturing: Scales personalized communication with potential customers.

How it works:
1. Users connect Exceed.ai to their CRM, marketing automation, or sales automation platforms.
2. The AI assistant automatically engages leads through personalized conversations across channels.
3. It qualifies leads by asking relevant questions.
4. When leads are ready, the system schedules meetings with sales representatives.
5. All activities are synced back to the CRM in real-time.

Integrations:
Salesforce, HubSpot, Microsoft Dynamics 365, and various marketing automation platforms.

Use of AI:
Exceed.ai employs natural language processing and machine learning to power its conversational AI capabilities, enabling human-like interactions with leads and automating the qualification process.

Target users:
- Marketing and sales teams at B2B companies
- Organizations in technology and financial services industries
- Companies with high-value customers and complex sales cycles

How to access:
Exceed.ai is available as a web-based SaaS platform.

Applicable industries:
Technology, SaaS, Financial Services, Healthcare, Education

  • Supported ecosystems
  • What does it do?
    Lead Qualification, Automated Meeting Scheduling, Conversational Marketing, Sales Automation, Lead Nurturing
  • Who is it good for?
    Marketing Professionals, Sales Representatives, B2B Company Executives, Financial Services Managers, Technology Industry Leaders

PRICING

Visit site
Pricing model: Book Demo / Request Quote

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