CTERA Edge X Series (discontinued) vs. DemandTools

This is all about the selling you a "Device" and prices vary greatly between resellers. The devices work well, but the pure cloud solutions need a lot of work.

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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• Standard File Backup

• 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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• SQL Backups just don't work reliably. For us, we lost all of our SQL data backed up through the CTERA Application process. Although the logs indicated a success, that was really not the case. This came close to putting us out of business. Luckily I had taken a genuine SQL backup to a folder. Unfortunately it was a month old. We had to pick-up the pieces from there.
• Don't use it for file sync and share. There are better products out there i.e. anchorworks.com
• Support sucks. Good luck with response time and answers that are inconsistent between team members. For example I had to rebuild a VM from scratch. When I re-installed the CTERA client It obviously thought I was adding another device. When I inquired to tech support, one member said "copy the old Data folder" (I still had the old VHD. That did not work). The other directed me to the correct spot to just change the associated folder. The turn-around time was over 24 hours for this simple fix.
• Documentation, plenty of fodder but no real tech there.

• 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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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.

Unfortunately CTERA does not stack up well if you want a pure cloud BDR. I have use iDrive and Asigra. iDrive has similar support and SQL backup issues. Asigra can vary widely in support and price, but the software is solid.

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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• NONE, it about put us out of business

• 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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