Node.io (discontinued) vs. SMARTe Data Platform

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

1. SMARTe was purchased to serve three purposes. To to act as a secondary source of enrichment to another product. Our lead qualification processes rely on accurate data being populated and enriched. SMARTe boosts our enrichment rate by 20% in some areas vs our other supplier. We performed this analysis during renewal which confirmed their complimentary functionality in this area. From this point of view it runs silently in the background without maintenance making it perfect for our needs.
2. The ability to correctly classify free Text job titles into segmentable values. Most enrichment platforms will provide values with a job title they provide which is ok, but SMARTe will categorise any title we send regardless of if they match the contact. This has a large impact to how we can successfully make use of our data from segmentation to Lead Scoring.
3. New contacts - we have two options here, download straight from their humungous dataset using the filters provided (including being able to upload accounts to match). Or, use their bespoke service which ranges from desk based research to GDPR compliant phone qualifies contacts. One area that could improve is the integration with HubSpot. A robust API means we have managed to integrate, but Native integration would be preferred.

• 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

• Unlocking Phone Number from a contact
• Unlocking Email from a contact
• Tracking the relevant role within the company
• Understanding companies organization

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

• UI could be better.
• Automate the product buying experience.

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

We use them to compliment each other, there are areas that Clearbit provides matches that SMARTe does not and visa versa. This applies at both a contact and an account level. Where SMARTe really stands out (for me) is the ability to classify any provided Job Title. This really has dramatic impact to our processes. Clearbit does have a native integration that offers data refresh.

• 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

• More contacts available
• Increased response rate thanks to more way to reach out
• Increased conversion rate

Incentivized