Node.io (discontinued)

Node displays similar vendors and why they are similar which could be leveraged as a competitor as well as possible points of sales entry. It enables you to understand the customer, what technologies they are using, etc. which is very competitive intel. It becomes very easy if you are doing account-based marketing and if you are able to integrate into Salesforce.

Incentivized

• Customer profile and sales analyst features provide relevant information for sales calls.
• Node allows me to bring more vendors and more contacts in, allowing me to expand lists and connect with more accurate contacts.
• Node's collaborative nature is very appreciated when they keep on asking for feedback for improvement.

Incentivized

• More focus on the display of scanned documents
• Easier recall and presentation of scanned documents
• Lag times between entering an Action and seeing it appear

Incentivized

We transferred from DocStar to Sugar last year and the results have been hugely successful. Client data is presented in a far more clean manner on our new platform and is far easier to edit and transfer. We're also able to make more detailed notes to case status changes, as well as track the life-cycle of physical documents and PDF scans with more precision than before.

Incentivized

• Our company has increased profits 20% from last year after implementing Sugar
• Our transfer to largely remote work has been hugely simplified by Sugar
• Despite an industry-wide "pandemic slump", the ease of use brought by Sugar has allowed us to remain a major player in tax assistance even as other companies have struggled

Incentivized