Exceed.ai SugarCRM, Inc.

Exceed.ai uses autonomous two-way conversations to help marketing and sales teams drive more pipeline from email communications and website visitors.

Exceed’s AI Assistant works 24x7 alongside your staff to ensure every lead is automatically followed up on, nurtured appropriately, and is well qualified. When a lead is qualified and ready to talk to a human, the AI Assistant books a meeting directly on your rep’s calendar.

In addition, Exceed.ai automatically updates your CRM and marketing automation platform with the status of every lead it touches, and updates the lead record when they leave the company, when the contact is incorrect, or when they ask to be contacted at a later time.

Innovators including Demandbase, Monday.com, and Hearst are beating their sales & marketing goals using Exceed.ai.

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Features and Benefits

Website Chatbot

Use website conversations to convert more visitors into qualified leads and unlock hypergrowth and accelerate the sales cycle. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

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AI-Powered Sales Assistant (Email)

An AI Assistant that works along-side your sales team and to automatically follow up, nurture, and qualify all your leads and book meetings for your reps with two-way email conversations. Common use cases - Inbound lead follow up - Immediately respond to and follow-up with incoming leads - Qualify leads (MQLs) - Verify a lead's intent and qualify before handing the lead over to a rep - Sales touched but unresponsive - Follow-up after a rep has attempted outreach but the lead has been unresponsive. The rep can focus on other leads while the AI assistant follows-up and re-engages - Activation of cold/dormant leads - Initiate contact with prospects that previously expressed interest - Up-sell - Readout to free users to identify if they are ready to converse with a human rep - Low scoring and recently engaged leads - Reach out to leads that recently engaged in low-scoring, first-touch activities like content syndication, social media or downloaded content - Convert free to paid - Automate outreach to free users to schedule meeting with reps and upsell them to paid.

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Meeting Scheduler

Automatically scheduled qualified meeting for your reps calendar - Website chat scheduled - When a lead is qualified in the chatbot, find available time on your rep calendar and schedule a meeting - Email Scheduled - When a lead is qualified and ready to talk to a human, the AI Assistant will schedule meetings on behalf of the rep over email

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SMS Engagement

Engage lead your leads with two-way conversation over SMS

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RESOURCES

DETAILS

Marketing

Data & Analytics

Sales

Opportunity Management

Sales Performance Management

Social Sales

Sugar Sell

Sugar Enterprise

Version Compatibility

Vendor

Exceed AI

Website Chatbot

AI-Powered Sales Assistant (Email)

Meeting Scheduler

SMS Engagement

Engage lead your leads with two-way conversation over SMS

Lead qualification - stop wasting time chasing unqualified leads

Stop wasting time chasing unqualified leads. Deine you qualification criteria, the bot will qualify the lead before handing it over to a human.

Lead follow-up -> never miss a lead again

When a lead is out of the office -> automatically follow =-up after they are back Lead asked to be contacted at a later time -> automatically follow up with that lead Not priority -> ask when it is a priority -> follow up

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