Node.io by SugarCRM

The way Community Tax uses Sugar from a users point of view is, it can house a lot of information for either a company or individual with the option of adding additional sub cases . The down side is there are licenses issued per user and 1 per user is not enough because most of the time we are multitasking. Therefore a program/software would be more suitable instead of using a URL.

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!

SugarCRM is well suited to doing exactly what it is meant for, for managing my pipeline. It has a function that I have never had before that I believe that has helped me being successful within my role. I am easily able to use when the last time I had contact with a client/prospect. Every lead I have is important and this helps me ensure I am following up with all of my prospects.

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.