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Node.io (discontinued)

Node.io (discontinued)

Overview

What is Node.io (discontinued)?

Node.io was a sales intelligence platform, providing access to correlative insights and "cloned" ideal customers built upon Node's database of companies and individuals, acted upon by AI. Node.io was acquired by SugarCRM August 2020, to bolster the company's CX capabilities…

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Pricing

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What is Node.io (discontinued)?

Node.io was a sales intelligence platform, providing access to correlative insights and "cloned" ideal customers built upon Node's database of companies and individuals, acted upon by AI. Node.io was acquired by SugarCRM August 2020, to bolster the company's CX capabilities and predictive insights.…

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Product Details

What is Node.io (discontinued)?

Node.io (discontinued) Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(29)

Reviews

(1-1 of 1)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Node.io by Sugar has been a huge asset to our company over the last year, especially in the changes to our industry during the pandemic. Sugar's archiving capabilities are a massive benefit to myself and other employees who work with huge amounts of client data in the complex field of tax assistance and financing. The ability to quickly recall and transfer client data between departments, including tax forms, addresses, spouse and dependent information, ID docs like passports and birth certificates, and even personal notes, allow all of us to remain on the same page as we provide tailor-made tax assistance to all of our clients across the globe.
  • Recalls data quickly and efficiently
  • Allows data to be easily transferred between employees and departments
  • Clear signaling of the client's case status and preferences for service
  • 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
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!
Prospecting (6)
81.66666666666666%
8.2
Advanced search
80%
8.0
Identification of new leads
90%
9.0
List quality
60%
6.0
List upload/download
60%
6.0
Ideal customer targeting
100%
10.0
Load time/data access
100%
10.0
Sales Intelligence Data Standards (3)
90%
9.0
Contact information
80%
8.0
Company information
100%
10.0
Industry information
90%
9.0
Data Augmentation & Lead Qualification (7)
77.14285714285714%
7.7
Lead qualification process
70%
7.0
Smart lists and recommendations
100%
10.0
Salesforce integration
100%
10.0
Alerts and reminders
80%
8.0
Data hygiene
50%
5.0
Tags
90%
9.0
Filters and segmentation
50%
5.0
Sales Intelligence Email Features (2)
100%
10.0
Sales email templates
100%
10.0
Append emails to records
100%
10.0
  • 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
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.
DocStar, Epicor Eclipse, Fujitsu Automated Process Discovery (APD)
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