Node FAQs

Overview

Node is a powerful and sophisticated solution under-the-hood, however we think you will find it remarkably simple to use.

The Node Discovery box is a great way to quickly learn more about a person or company by entering person name, or company domain and then selecting from the dropdown. Additionally you will see broad recommendations of related people and companies. Consider importing (or finding) and adding multiple entities (companies or people) to a SmartList to see more relevant recommendations sorted by NodeRank as an indication of relatedness.

The Node Filter bar enables you to easily refine or focus Discovery results using sophisticated filters across a number of datapoints (for example: industry, number of employees, location, etc.)

Once you have the results you are looking for, they can be tagged, saved to a Node Smart List for convenient access, or simply exported to .csv

Where It All Happens

Node Discovery Bar

Expanded Company and People Filters

Overview

The Node AI Engine is designed to identify a broad range of similar people and companies based on your query and the underlying infographics, technographics, and demographics in our data-layer. Node Rank is an easy indicator of similarity considering the total of all this information. 100 is the most similar, and 0 would be the least similar. Always remember, if you would like to get more granular based on specific criteria (for example company size, or location) you will want to leverage the filters to refine Node's recommendation

Q: What should I enter into the Node Discover box?

A: The Discovery Box is great for quick searches! The system will recognize two types of queries: Company or Person Node will auto-suggest options once you begin inputting your query - select one of these options from the drop-down. Once you have entered a query, you will have the option of refining your results by selecting one of the options presented, or by adding additional information (For example if you enter John Smith as a person query, you will want to refine by company).

Q: Why do my recommendation results include companies or people that Idon'tthink are relevant to what I entered?

A: Recommendation results will take into consideration a multitude of underlying signals including keywords, industries, locations, people, skills, technologies etc - however the results are generally designed to be more broad in nature. We also recommend using a larger set of people or companies to create query from Smartlists. The next step is to leverage the Filter bar to get more granular in your results - ultimately curating the perfect set of people and companies to be tagged, saved to a list, or exported.

Q: How can I be sureI'mnot exporting duplicates of what I already have?

A: Many customers are exporting known whitespace accounts and contacts with little risk of duplication. In the event you are focusing in an area of your business where you might have accounts and contacts already, we recommend that you import those into Node as a first step. This will not only enable you access to more information on those accounts and people, but you will also be able to exclude them from any exports.

Q: I want to use a list of customers as my Discovery criteria, how do I do that?

A: Great question, and one of our recommended best practices. Start by importing (or selecting) a set of 5-10 customers that are indicative of a particular segment or customer type (for example - a particular industry, or a particular size) and create a Smartlist. Clicking "See All" will display Node resulting recommendations are based on all of the underlying signals and degrees of similarity. Dont forget to use the Filter bar to refine your results, add to a list and tag accordingly.

Overview

Smartlists allow you to save your query, including keyword strings and filter refinements, so you can quickly run that query at any time. Easily track accounts and contacts that matter the most.Once you save a query, you can run that query or make editsat any time.

Step by Step

To save a query in the Node Discovery Engine:

Sign in to Node.io

Discover companies or people by using the discovery bar or Node drop-down filters.

Once your query parameters are set, clickAdd to Listbelow the Node filters on the right.

Select an existing list to add additional companies or people to or create a new List by clicking New Listat the bottom of the drop-down.

Note: Quickly access a Smartlist by clicking on the name of the list on the left side panel.

Where It All Happens

Overview

Node enables you to export companies and people you discover in Node.io to a .CSV allowing simple import to your CRM.

Step by Step

To export companies and people to a .CSV file:

Sign in to Node.io

Open a list of companies or people you would like to export by leveraging the discovery bar or Node drop-down filters or simple open an existing Smart List.

Select the people and/or companies to export, click Export CSVbelow the Node filters on the right.

Node will send over your results via email.

Where It All Happens

Step by Step

In Discover view, type a company domain in Discovery Box, then hit enter or select the right domain from dropdown menu

In the results, click the right account to open the detail view, and scroll to Recommended Contacts section

In Recommended Contacts section, click See All to view all the people at this account

Use desired filters to narrow your search results

Step by Step

Import existing contacts/leads to create a Smartlist

View Smartlist Insights and select desired attributes to create a target people profile

Get new people recommendations ranked by general relatedness to the target profile

Select desired people by a NodeRank range, or select all people that match your filters

Add desired people to a Smartlist, add a Node Tag, or export to a list and be sure to include current company information

Quick Tips

It is recommended to import a minimum of 10 contacts or companies to create a query, this will enable Node to display a meaningful Node Rank Score.

Quick searches can easily be achieved with the Discover Bar and using the appropriate filters. However the value of Node Rank will be minimized

Step by Step

Import a set of customers indicative of each of your key segments

Create Smartlists (ie. by industry vertical, or size) for each segment

View Smartlist Insights, select desired attributes to complete target company profile

See all new company recommendations ranked by the relatedness to the target profile

Select desired companies by a NodeRank range, or select all companies that match your filters to see your total addressable market

Add desired companies to a Smartlist, add a Node Tag to them, or export

Quick Tip:

Use ACV Close ratio to calculate total addressable market revenue

Step by Step

Import a set of customers indicative of each of your key segments

Create Smartlists (ie. by industry vertical, or size) for each segment

View Smartlist Insights, select desired attributes to complete target company profile

See all new company recommendations ranked by the relatedness to the target profile

Select desired companies by a NodeRank range, or select all companies that match your filters to see all potential pipeline accounts

Add desired companies to a Smartlist, add a Node Tag to them, or export

Quick Tip:

Use ACV Close ratio to calculate potential pipeline value

Step by Step

Import existing accounts to create a Smartlist

View Smartlist Insights, select desired attributes to create target company profile

Get new company recommendations ranked by the relatedness to the target profile

Select desired companies by a NodeRank range, or select all companies that match your filters

Add desired companies to a Smartlist, add a Node Tag to them, or export

Step by Step

In Discover view, type a company domain in Discovery Box, then hit enter or select the right domain from dropdown menu

In the results, click the right company to open the detail view, and scroll to Recommended Contacts section

In Recommended Contacts section, click See All to view all the people at this company

Use desired filters to narrow your search results

Step by Step

Import existing accounts to create a Smart List

Add a Node Tag to these companies

Click on Discover in the upper left-hand corner to return to the Discover view

Filter by Node Tag to see your accounts

Click on the people tab to see all contacts that work at those companies

Step by Step

Import existing contacts/leads to create a Smartlist

View Smartlist Insights and select desired attributes to create a target people profile

Get new people recommendations ranked by general relatedness to the target profile

Select desired people by a NodeRank range, or select all people that match your filters

Add desired people to a Smartlist, add a Node Tag, or export to a list and be sure to include current company information

Quick Tips

It is recommended to import a minimum of 10 contacts or companies to create a query, this will enable Node to display a meaningful Node Rank Score.

Quick searches can easily be achieved with the Discover Bar and using the appropriate filters. However the value of Node Rank will be minimized

Overview

Node Tags enables add tags to one or more profiles directly from the recommendations page.

Step by Step

To add a tag to your people or companies from the recommendations page:

Sign in to Node.io Discovery Engine.

Run a search using theDiscoverybar and Node Filters at the top of the homepage.

Select the people or companies youd like to add a tag to by checking the boxes to the left of the profiles.

Click theTagicon at the top right of your recommendations.

SelectAdd tagfrom the dropdown.

Click into the textbox. You can either select tags from the dropdown or type to search for an existing tag.

ClickAdd.

Where It All Happens

The good news is that Node doesnt require installation!

You should expect to receive an invitation email from Node with your user-name, password and a link to Node. Please be sure to check your spam filters as sometimes the invitation email can end-up there. Once you are logged-in Node may ask you a few questions to help us further personalize recommendations.

Node for Enterprise: Node for Enterprise also leverages a native Salesforce integration that may require some level configuration. For more information on these features, please contact [email protected]