Likelihood to Recommend DemandTools is perfect for any system that constantly adds new records to its database. For example, in higher education, we are constantly purchasing search names from various vendors and DemandTools allows us to make sure we are not doubling up on the same records. It saves us money in the long run as we are not mailing out multiple copies of our brochures to the same person.
Read full review If you are a smaller organization you are probably ok to use [Freshworks CRM (formerly Freshsales)] vs
Salesforce - you will save money and still get some great features. I would not recommend for a very large enterprise. It is also challenging to have the support come from another region although they do try to be very responsive.
Read full review Pros 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. Read full review It helps you automate your onboarding process for new leads. It has lots of integrations with other apps, so you can interact with other things like calendars and calls. It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input. Read full review Cons 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. Laura Ferro Senior Coordinator of Admissions Communications
Read full review Persistent and pervasive down time Lack of scalable integrations with data source (e.g., their Segment integration is barely functional and they won't improve it) Slow and unhelpful customer service Account management doesn't understand our business or what we're trying to accomplish Email campaign feature is barely functional and only allows you to have 10 campaigns, even with the most expensive plan Lead and contact records have gone missing and FreshSales is unable to recover data Read full review Likelihood to Renew 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.
Read full review Usability 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
Read full review I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve
Read full review Reliability and Availability There has not been a time since I started 9 months ago that I've encountered any kind of downtime.
Mike Malone Assistant Director of Systems Support and Training
Read full review Performance DemandTools is a bit clunky and slow at times
Read full review Support Rating 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.
Read full review When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...
Read full review Online Training 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.
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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.
Read full review Close.io has less features, costs more, and equally has an inside sales team focus, rather than being just as suitable for both inside and outside sales. Having said this,
Close.io has
important features and smart automations, a cleaner interface (easier for non-techs to use), and has very strong integrations using Zapier, plus SMS-based support. Where Freshsales won for us is that it ended up being nearly half the cost of
Close.io , as well as included telephony support for our local country (Australia), whereas
Close.io comes with USA/Canada numbers and requires the top pricing tier to include calls to other countries. We needed a telephony system that worked well for making and receiving from Australia. Freshsales won for us because their pricing is at a good point, had the telephony requirements we needed, and all the features that we required were good enough, or we found a workaround.
Read full review Scalability It's done everything we've needed it to do.
Mike Malone Assistant Director of Systems Support and Training
Read full review Return on Investment 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. Read full review It is too soon to make a determination on ROI, but I do think it will help me be more efficient. The reporting functions help me stay on track of sales opportunities. The task reminders help me accelerate how quickly deals come together. Read full review ScreenShots