Fliptop (Discontinued Product) vs. Node.io (discontinued)

1. Be sure to specify and understand the impact on your model when looking at volume versus value factors. 2. Ask all your potential vendors about set-up costs and time. 3. Understand, with any predictive model, how it will affect both marketing and sales - a predictive tool should bring the two closer together. 4. Remember - its predictive, not all-knowing and brief/train your teams accordingly.

Earlier this week, we had a mishap where a client's birth certificate went missing while being transferred between departments. This could have been disastrous for both our employees and the client, but Sugar allowed for quick detective work that let us track the document's passage between specific employees, and the item was located and returned!

Incentivized

• Listening to customers - very responsive customer success team.
• Working with customers to build the most predictable model.
• Easy to set up and get useful reporting quickly.

• 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

• A little more explanation of how different factors can affect the model in terms of the customer objectives - they've really listened here and have really focussed on the changes we needed to make.
• Update specific fields/features e.g. multi-currency support (now done), non-confusing field names (being released), custom fiscal years for reporting (coming I believe)

• 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 pushed Fliptop through to preferred vendor because (at that time):

• Fast set up time with zero cost
• Public appexchange listing (passed salesforce security)
• Demonstrated best understanding of our requirements

Node excels when it comes to lead intelligence like account-level and market insights. Its lead management module gives better segmentation and account identification. It is a good choice for mid-size companies (50-1000 employees) and their quality of support is very satisfactory. Its searchable data gives accurate results and its ease of integration with Salesforce is an added advantage over its competitors.

Incentivized

• Before fliptop around 50% of our MQLs were in lower quality accounts, that number has reduced to around 15%.
• We have identified the key market segments that drove over 50% of our growth last year.
• Real focus for the marketing teams and intel on where to focus key email and nurture campaigns.

• 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