Contactually CRM (discontinued) vs. DemandTools

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.

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DemandTools is good for almost everything related to mass data manipulation. The only scenario I haven't tried using DemandTools and was recommended to use Data Loader for was inserting records while keeping the original created date. The issue was that we had a disconnection with an external messaging partner, and when the records were retrieved, a few days had passed since the original day of the incoming messages. To insert the messages while keeping the original created date, DataLoader was helpful. I am not sure how to do that in DemandTools. But again, for everything else, DemandTools is a lifesaver.

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• Syncing to email
• Design and interface
• Support team

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• PowerGrid can review and make the updates simultaneously.
• Single Table Dedupe makes merg[ing] the records easy and can make updates at the same time.
• BulkBackup [is] just one click, majority data got updated.
• Scenarios save a lot of time for similar working load.

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• Social tracking is really only through Twitter so though you can add LinkedIn, G+, and even AngelList social profiles, you don't get users' social posts from those
• The feature that highlights opportunities to stay connected with "important" contacts COULD be incredible but it only reports to you when those users have birthdays or they tweet @ you. Rather worthless in that regard. Would be nice if Important contacts showed every time those people posted something on social media.
• Becomes laborious when you have thousands of contacts and need to organize them and indicate their level of importance.
• Time since last contacted only tracks email. You can't manually indicate that you've contacted them, it doesn't track your calendar to know if you had a meeting

• I wish I could make changes to my existing scenarios using save rather than having to create a whole new scenario. Maybe you can, I just haven't been able to.
• Some features aren't user intuitive and it takes a while to learn.

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Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.

It's a great product. The only thing that holds us back is it was frustrating working with their sales team. We also don't like that when Validity purchased DemandTools they immediately started charging us quite a bit while it had been free for non-profit users when CRMFusion owned it. They also don't let you buy it for just 1 or 2 seats, you have to pay, I believe, in batches of 100 seats.

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Allows for control in uploading lists, saved processes for checking duplicate records.

Allows for backup files and quick reverts if something goes wrong.

Extends reporting when Salesforce.com cannot support specific pieces of info being put together in a report.

Automated processes for set and forget hygiene tasks

There has not been a time since I started 9 months ago that I've encountered any kind of downtime.

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DemandTools is a bit clunky and slow at times

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Support can be slow so do not expect quick turn for urgent issues.
Help for specific queries not not there. Product tech support is offered. It would be great if query support, even if paid, was offered
The training webinars help with the basics but not much if you need advanced functionality.

The trainings are free live webinars that give you a solid base for getting started with the program. The only weakness is they don't have any advanced classes.

I had just started using Salesforce about 3 months before I did the implementation myself, and it was easy to do just following their step-by-step instructions.

It seemed to have everything that I wanted and wasn't too expensive.

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Though RingLead has much more to offer in terms of automation (and it is in Salesforce rather than a separate program), DemandTools still has our heart. DemandTools is very cost-friendly and we were able to increase the value of DemandTools by programming in additional saved scenarios. I decreased admin time in the DemandTools suite by approximately 25% after implementing saved scenarios for every reoccurring update or list upload.

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It's done everything we've needed it to do.

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• It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.

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• It is a tremendous time saver. It does things Salesforce doesn't even have the capability to do. Tasks that would take hours to manually complete.
• We can process a tremendous amount of data daily through one person, vs. weeks for the data to be cleaned, reviewed, routed and input.
• Saves on headcount by allowing a dedicated user to set up batches and jobs for other teams to ensure their data integrity.
• The return on investment isn't easily quantifiable but it is FELT in our department.

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