Node.io (discontinued) vs. Sugar Connect vs. Yesware

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

It is a fantastic and very useful application. It has many customization options, but it does not have the power that a giant company requires.

Incentivized

It works for my company and my problems. If you need a Sales CRM you can go for higher-end products that will give you what Yesware gives along with other stuff. Wherein we had specific problems we wanted to solve. -We needed a solution for a smaller team within our bigger sales team. -We needed a solution to be easy to use point and click and did not require any setup. -We needed to have a better solution to YAMM.

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

• Makes saving emails in SugarCRM really easy
• Flexible as to which types of records you can save to
• Accurate reporting on opens and clicks
• Easily add new records to SugarCRM from Gmail inbox

Incentivized

• Tracking open rates, link click rates, and reply rates. This allows us to compare different templates in order to see which allows for the most interactions and meetings set directly from email engagement.
• Seeing exactly when someone opens an email and whether it is in their normal location. Also if they are opening on a mobile device versus a computer to be able to organize the set up of the email in a more beneficial way.
• Being able to save Templates for Mail Merges to avoid the duplication of effort that other mass email systems utilize.

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

• The payment plan that Collabspot provides does not have many advantages over the free plan.
• The scores do not reflect the true assessment towards clients and candidates.
• Mail templates have an outdated design.

Incentivized

• The ability to unwrap iframe embeds on email (e.g. if I send a Vimeo link over email, have that video thumbnail show and link out to a video)
• Removing recipients from a campaign. If my ruleset is to remove a contact from a sequence after he/she replies, sometimes a person will reply from another email and Yesware doesn't recognize it. (e.g. if I add jeff@amazon.com to my campaign and jeff.bezos@amazon.com replies to my thread, Yesware will still send an email to jeff@amazon.com unless he is manually removed)

Incentivized

I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew

Yesware is easy to setup and get connected in existing systems. We were able to get started sending the day we puchased our subscription because of the addon for Gmail and easy connection to our CRM. It's also very easy to use in the day to day, kicking off campaigns and seeing their status to as about as easy as it gets. I have not concerns about usability

Incentivized

Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.

Incentivized

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

Very similar. Two different layouts for two totally different systems. Collabspot/Sugar is my primary system, but when I was an SDR, I used HubSpot for prospecting primarily because of email automation. Now that I'm a Territory Manager, I don't use HubSpot much anymore as my time is filled up with partners and clients--I do less "hunting" these days than I did as an SDR. Our company uses SugarCRM and Collabspot is integrated so I use Collabspot almost exclusively now. Right tool for the right job, I guess.

Incentivized

All of these tools do what Yesware does, and more; but Yesware does the follow-up email portion best, in my experience. It is reasonably priced and is regularly adding new functionality to make it a sticky license for us to have. Yesware does not have predictive analytics or a particularly strong dialer solution, but it does provide team-wide and template efficacy tracking, and a basic dialer.

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

• The staff that enters is of guaranteed quality.
• Customers can respond to our requests quickly.
• The staff of the administration is much more committed to their work.

Incentivized

• I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.

Incentivized