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Description
CASH for Sugar enables you to grant access to essential data in Sugar to a multitude of external parties, ranging from dozens to potentially thousands. This system allows you to provide limited data access to individuals who previously couldn't retrieve information without being logged into Sugar. For instance, if you collaborate with multi-line sales representatives, you can permit them to access their accounts solely to examine detailed account information. Additionally, customers or vendors can monitor the progress of projects recorded in Sugar. Furthermore, customers have the ability to log into the portal to create support cases, check the statuses of their support queries, and retrieve important company documents. They can even access product information, such as available inventory, if your system is integrated with ERP software. This level of accessibility empowers users and enhances communication between businesses and their clients.
Description
Exceed.ai helps marketers increase their SQL conversion rates by working alongside their team. Our AI-assistant engages with every lead, attends every inquiry, qualifies every lead at scale, in real time with a personalized human-like two-way conversation over Email, Website Chat and SMS. The AI assistant automatically rings in sales when qualified leads are ready for a conversation with a human and book a meeting on your rep's calendar.
Exceed integrates seamlessly with your CRM. It automatically updates your marketing automation platform to reflect the most recent lead status. This includes leads who are qualified, change jobs or leave the company.
Exceed.ai is helping companies like Monday.com, SugarCRM and LTSE to exceed their goals.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Marketo Engage
No
Axis LMS
No
Configure One Cloud
Yes
Eloqua
No
Google Workspace
No
HubSpot CRM
No
HubSpot Customer Platform
No
HubSpot Marketing Hub
No
Microsoft 365
No
Outreach
No
Integrations
Adobe Marketo Engage
Yes
Axis LMS
Yes
Configure One Cloud
No
Eloqua
Yes
Google Workspace
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
HubSpot Marketing Hub
Yes
Microsoft 365
Yes
Outreach
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Faye Business Systems Group
Founded
2009
Country
United States
Website
fayebsg.com/sugarcrm-portal/
Vendor Details
Company Name
Exceed.ai
Founded
2016
Country
Israel
Website
www.exceed.ai
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Inside Sales
Auto-Dialing
No
Call List Management
No
Call Recording
No
Campaign Management
Yes
Dashboard
Yes
Data Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
No
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Sales Enablement
Collaboration
No
Contact Management
Yes
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
Yes
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Sales Force Automation
Call Management
No
Campaign Management
Yes
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
No
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
No
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
