Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Marketo Engage
Yes
HubSpot Marketing Hub
Yes
BoldLeads
No
Botsplash
No
CallTools
No
Causal
No
Eloqua
Yes
FlowUp
No
HubSpot Customer Platform
Yes
Keap
No
Integrations
Adobe Marketo Engage
Yes
HubSpot Marketing Hub
Yes
BoldLeads
Yes
Botsplash
Yes
CallTools
Yes
Causal
Yes
Eloqua
No
FlowUp
Yes
HubSpot Customer Platform
No
Keap
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$60 per user per month
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
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Exceed.ai
Founded
2016
Country
Israel
Website
www.exceed.ai
Vendor Details
Company Name
ICE Mortgage Technology
Founded
2000
Country
United States
Website
www.icemortgagetechnology.com/products/velocify
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
Product Features
Inside Sales
Auto-Dialing
Yes
Call List Management
Yes
Call Recording
Yes
Campaign Management
Yes
Dashboard
Yes
Data Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
No
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
Yes
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No